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Seller gone.

Hope so. An air optimism has returned to the small cap market.

Yeah, nice to be buying at this price.

I see someone backed the truck up early this morning for 2m shares.

There’s no doubt we’re undervalued for a global, growing company but the valuation from Simply Wall Street (using a forward cash flow model) had me choking on my cornflakes.

Current price = UK 0.062

Fair Value = UK 1.67

96% Undervalued.

- I’m not trying to ramp, that’s what it says!

More realistic would be 22p-30p in the mid-term (2-3 years)- if we aren’t taken over by Syngenta in the meantime.

simplywall.st/stocks/gb/materials/aim-phc/plant-health-care-shares

Interesting.

I was wondering why PREzym was being sold just in Europe. It’s an excellent product, so great to see it moving into the Americas. Expect and RNS soon, lots of registration news pending.

2phevs

Yep, they’ve been in Mexico for years.

There are lots of PHC LinkedIn articles showing the effects of products in numerous trials. We all know the products are sustainable and significantly increase yield. The trials are about convincing farmers which is a slow process, but we’re gaining traction.

For me, PHC is a rare investment. I couldn’t be more happy with the company and less happy with the shareprice. But while the company continues to progress I’m holding fast. Small caps are suffering from deflation, people waiting for cheaper prices before buying in, but I believe we’re getting there. Even bought a few at 6.11p - stupid price. Still have dry powder, but will probably add to trusts and fund next time (they are also suffering).

Buyers such as supermarkets will pressure growers to adopt sustainable solutions earlier than 2030 IMV.

PREtec technology and Agrii foliar micronutrient combination sales forthcoming.

PLANT Health Care, a provider of peptides used by growers to improve crop production and quality within global agriculture markets, has signed a distribution agreement with Agrii UK, which provides crop inputs, agronomy advice and services to growers in the UK.

The agreement will support commercial sales of PREtec technology and Agrii foliar micronutrient combinations. The first Agrii foliar fertiliser product to be launched containing PREtec technology will be sold under the brand Innocul8 and is expected to be widely available to growers in the UK for use in 2024.

https://www.potatoreview.com/industry-updates/peptides-distribution-announced-for-uk/

1st *go Scobie!

That must be about 3m shares bought.

Like where is that on the trade sheet?

Where is that reflected in the SP?

AIM seems like a broken market at the moment.

JT is currently in Brazil to negotiate distribution of the new products, review the field trials and meet the team there.

Sounds like an interesting visit. I'd love to have been a fly on the wall at the dinner in Campinas. It was attended by some interesting 'like-minded' company leaders (wonder if any speed dating took place *nudge*). Seems they concluded that the current headwinds in agtech will be short lived.

Hope so...

----------------------------------------

PHC – Plant Health Care do Brasil receives Global CEO

This week we received our Global CEO, Jeff Tweedy, who came to meet with our business partners and check the preparations for the launch of the new PHC technologies for the 2024/25 harvest.

The week started with a planning meeting for the 2024/25 harvest with Nutrien, our Saori® distributor in Brazil, for the soybean seed treatment market. Saori is the first peptide® with PREtec technology registered in Brazil for the control of foliar diseases in soybean, applied in seed treatment, enabling crop protection from germination.

The meetings continued with the board of directors of Coplacana, which is celebrating its 75 years of history and the 5 years of partnership with PHC Brasil in the exclusive distribution of H2COPLA for the sugarcane market, #rompendoasbarreirasdaprodutividade. With Marcos Farhat, Roberto Rossi and José Neto

We also had the opportunity to share a current view of the input market in Brazil, with the participation of Jeff Tweedy and our Director for South America, Flavio Enor Prezzi, at a dinner in Campinas that was attended by important agribusiness executives: Marcelo Gardel - ISK Biosciencias do Brasil, Ari Gitz - BioControle, Fernando Gallina - Syntech, Vitor Cunha - AMVAC do Brasil

It is no secret to anyone the difficulties that the agricultural input industry is facing this harvest, with the flow of stocks. However, according to estimates by the National Supply Company (CONAB), Brazil's soybean harvest for the 2023/24 period is expected to reach a record of 162.4 million tons, with an increase of 2.9% in area, and 2.2% in productivity, indicating that the producer continues to believe and invest in technology and that this situation is temporary.

Now, we continue the tour of Brazil to follow the results of our newest technologies with renowned researchers, in order to closely observe the performance of the innovative technologies that PHC will bring to Brazilian agribusiness in 2024: MOSHY™ for the control of coffee rust and orange rust in sugarcane and TEIKKO™ for the innovative control of nematodes in soybeans. In the next posts, we will talk about them.

I suppose I take some comfort from the fact that in 2020, the shares went from 15p to 5p to 18p.

I just love a game of buckaroo.

Use the translator on YouTube

https://www.youtube.com/watch?v=om2NeHsMulM

I pencil.

I agree; the interview puts your mind at ease. Like when JT mentions that the market for agro is down 20% and yet PHC ‘grew’ their revenue. The stock price fall on what amounts to tiny sells is dumb. Since nothing has really changed with the company, who are continuing to do well, I’m not selling; but I regret the SP doldrums.

Destocking in the chemicals industry and general economic fears are creating considerable headwinds for small caps.

FTSE AIM all share index is close to the Covid lows of 2020 - so we are not suffering alone.

Nevertheless - nothing wrong with the company as such, still growing; albeit slowly.

Wakey wakey.

More good news with a significant distribution deal with AGRII.

Well that’s bold.

Good luck to them.

Sales ARE strong iPencil!

* Revenue in Brazil was up 48%

* Revenue in Mexico was up 12%,

* Sales in Europe were flat.

Then we get this:

"In the US, distributors delayed purchases of all agricultural inputs in H1 2023 to drive down inventories in a negative market. Accordingly, US sales were down 56% in the period, resulting in low inventories in the channel, pointing to strong sales in H2 2023. Customer on-ground sales in the field grew strongly, with Employ(R) up 35% and FASTAND up 9%."

--------------

So...

US distributors are 'delaying' purchases of all agricultural products to reduce inventories (and monetize current stocks in their possession). Thus PHC sales to the 'distributor' are down for H1 period.

But 'on the ground' US sales (to farmers) are UP with Employ(R) up 35% and FASTAND up 9%. This suggests that distributors will buy more PHC products in H2 thus boosting revenue for the FY results. They have to buy at some point.

It was the best of times (and PHC shows revenue growth).

… and it was the worst of times (and PHC shows revenue growth).

Sounds like an investable company to me.

…. Shame about the worst of times though. My comfort is that PHC will have almost 3 months of data from H2 and seem genuinely upbeat about FY results.

Great to see PHC setting up the potential for sales growth beyond 2025 and the coveted $30m target.

Great news article about PHC949

https://news.agropages.com/News/Detail-47726.htm

It's about time they gave it a name. How about "Repellanem" --- You can have that one for free PHC....

01/09/23

Plant Health Care Europe

Plant Health Care obtains the Zero Residue certification (without pesticide residues) for its new product PREzym™ granted by the ZERYA quality mark. In addition to the fact that the proper use of PREzym™ gives greater resistance during periods of stress and a better general condition of the crop, it is added now that it has Zero Residue. PREzym™ promotes a resistant crop and is a sustainable and environmentally friendly product. This certification is very strict and is an "extra" of confidence for the farmer and for the final market: supermarket chains increasingly increase the demand for zero waste food.

Yep, I saw that iPencil.

I think there’s lots going on behind the scenes globally. Next year is key. I’m thinking we’ll have all key products on sale for the first time; ProAct, Prezym, 279 & 949. That’s when the snowball starts getting bigger quicker.