Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Hi Guygad.
Yes. Due any day now.
I've a full position in the name, so that my bias. But.... are we not due for a trading update?
Word must spreading now
https://www.linkedin.com/posts/plant-health-care-brasil_rompendoasbarreirasdaprodutividade-agro-agronegaejcio-activity-7089567167871885312-kT8C?utm_source=share&utm_medium=member_android
Spain's drought-hit tourism sector seeks to save water
https://www.rte.ie/news/2023/0721/1395723-spain-water/
Santander recognise the importance of Bio agriculture contribution;
Banco Santander is now entering the biotech industry by investing in Kimitec through the Fondo Agro Smart. With this strategic agreement, they join us in our revolution to drive a transition from synthetic chemistry to nature-based products in the agricultural and agribusiness sectors.
“It’s a strategic deal for Santander. Not only are we entering the biotech industry; we’re [entering] alongside one of the scaleups with the greatest chances of becoming the most profitable unicorn in the years to come”. – António Simões CEO of Santander Spain.
https://maaviic.com/en/banco-santander-takes-5-stake-in-kimitec-and-maavi-innovation-center/
Chemicals giant Bayer also partners with Kimitec
February 02, 2023
Bayer and Kimitec join forces to bring the next generation of Biologicals to millions of growers worldwide
https://www.bayer.com/media/en-us/bayer-and-kimitec-join-forces-to-bring-the-next-generation-of-biologicals-to-millions-of-growers-worldwide/
Just dipping into this hugely complex topic and how to translate into on-the-ground scenarios for companies like Plant Impact.
For example the relationship between heat stress and crop production is not just concerned with water, it also has a direct impact on pest behaviour and breeding habits, cycles may increase lasting for longer.
Novozymes has a blog (below) which puts across the key areas well and how bio stimulants can play an ever increasingly important role.
This is one of the papers referenced, very comprehensive;
https://www.science.org/doi/10.1126/science.aat3466
Blog
https://biosolutions.novozymes.com/en/bioag
Its a huge and important subject given just how quickly our climate is now changing, recognising these subtle nuances is not always easy.
_______________________________________________
With regard to Novozymes, we should start seeing sales in India second half of 2023
https://www.lse.co.uk/rns/PHC/novozymes-distribution-agreement-ca0wklz48oha9zr.html
2phevs
potash is a cartel,run by canada/germany and belarus
hmmmm,yeah,belarus,russia?
sounds like someone is trying to kill two,with one stone(belarus/russia)
crafty.lol.
Cheers Troajan my guardian angel buddy we'll smash it one day buddy
2phevs
2,2 mins in,,,,,ammonia pipeline
https://www.youtube.com/watch?v=RVrWIi1qpwk
Sorry forgot link
https://tass.com/politics/1630517
Here we go mentions fertiliser for the world
7th June near kharkiv Ukraine will try and find an article
I little 33k top up
Yeah went into here at the back end of 2020 at 11 love the company but sold for a bit of profit as covid was just holding everything up reckon it's full steam ahead now after the raise and actual profitability just round the corner GL
Good to see you too 2phevs, had a double take thinking it was the THG thread : )
There's certainly a lot of value locked up in PHC, getting to this stage has taken a long time together with substantial investment - I can see why it might appeal to Kelso.
Having watched mostly from the side-lines for many years it does seem things are finally coming together, managements clear communications and tone help with this also.
That sugar cane link is pretty convincing as is the Spanish one earlier.
Forgot the link nice to see a top poster like 1pencil here
https://www.linkedin.com/posts/plant-health-care-brasil_rompendoasbarreirasdaprodutividade-agro-agronegaejcio-activity-7085198978975186944-cOHP?utm_source=share&utm_medium=member_android
Recommended this company to Kelso to take a position in and spin off harpin aB for Europe focusing on golf courses hotels grass events and fruit
From 2mo ago
EL NIÑO IS COMING BACK...
and this is not a good news.
After 3 years of weather stress with La Niña effect, scientists confirmed that El Niño is coming back until October 2023.
Important crop regions that suffered with severe drought, will face intense rain and high temperatures. And the other way round too.
Agriculture has never been easy, but adverse climate pattern is turning it even more difficult and unstable.
Plant Health Care, Inc. has technologies that allows sustainable agriculture under biotics and non-biotics challenges, without harm to food, humans and environment.
Learn more about La Niña and El Niño effects on global agriculture and count on PHC to produce more with higher quality.
https://www.linkedin.com/posts/plant-health-care-inc_what-are-el-nino-and-la-nina-activity-7057438333915848704-WOPE?utm_source=share&utm_medium=member_desktop
Better example
Despite the adverse weather circumstances (heat, humidity, some storm), the images show the excellent conditions of the rice crop treated with ProAct®aa -gives a plus of profitability- and PREzym™ -optimal crop-. The photos correspond to the variety J. Sendra and have been taken in Sueca (Valencia). ProAct®aa + PREzym™
https://www.linkedin.com/posts/plant-health-care-uk_pese-a-las-circunstancias-climatol%C3%B3gicas-activity-7082358782999019520-u5lz?utm_source=share&utm_medium=member_desktop
This from two days ago in Spain;
"Rice field Provisia system in Sueca (Valencia). On the right, rice field treated with ProAct®aa and PREzym™ at the time of broadleaf herbicide treatment, compared to untreated field (on the left). We have better vegetative and general state and much more plant uniformity"
https://www.linkedin.com/posts/plant-health-care-uk_campo-de-arroz-sistema-provisia-en-sueca-activity-7084861473126068224-2uXJ?utm_source=share&utm_medium=member_desktop
Its a worrying situation for all, extreme heat which seems to be intensifying year on year.
I would expect some overall stress benefit using ProAct and Myconate but this heat maybe a bit extreme, might be worth while checking any feedback from EDAF via social media.
Looks like the Cerberus heatwave across Spain and Italy will be giving PREzym and ProAct a baptism of fire in Southern Europe. If these products protect trial crops in the searing heat (and they will), farmers will be hooked.
Time to push the heat angle in Europe PHC.
Roll on H1 results.
https://www.euronews.com/green/2023/07/13/cerberus-heatwave-why-is-it-so-hot-in-europe-and-how-long-will-it-last
Agree Jeff T comes across well as CEO with a sense of what needs to be done to restore investor confidence.
The science and/or product is good as evidenced with an increase in recent sales volumes, it’s just taken a lot, lot longer to get there.
Definitely a ‘wait and see’ approach which should change if forecasts are hit consistently, I noted also the tone in recent releases has firmed;
“We are on track to achieve our target of $30m revenue in 2025, aiming to be cash positive and profitable by the end of 2024".
Major holders have some agri background, Dwight has a team of 30 or so full time researchers at Ospraie, Scobie has investments in other agri companies.
Perhaps it’s this knowledge that gives them confidence to invest with such large percentages, for the rest of us we have to sum up the risks from company news flow, it really needs a catalyst to break history.
Recent podcast (not yet listened to)
https://twitter.com/PlantHCare