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Pt 2 of the OAP's article from the PHC South America team
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Moving towards good news for coffee producers.
Our 2nd Day of the Coffee Culture Tour was a visit to the tests carried out with the PHC25279 WP, for the management of crop diseases, installed by JULIAGRO BGP in the municipality of Indianópolis/MG.

The Tour aims to show the effect of PRE?????? technology in the management of diseases in foliar applications and here the focus was on the control of coffee rust, an important disease of the crop.

There we were welcomed by Dr. Breno Cezar Marinho Juliatti, Managing Partner of Research and Field and the Agronomist, Otávio Menezes Arantes, Research Analyst, both responsible for the test. We also have the participation of Eng. Agronomist, Luciano Fonseca, from FMC Agrícola.

Although the test still showed low levels of coffee rust severity, we already observed differences in the application of PHC25279 WP, with the reduction of disease levels in all treatments.

In order to monitor the evolution of the rust in the coming weeks and visualize the effect of PHC25279 WP on the defoliation of the coffee tree, it was suggested that we return to the area in the second half of May, when we will invite interested partners again. Wait!
With Gustavo Yepez Gil and Sergio Luiz de Almeida.

Stay tuned!
We will end our Coffee Culture Tour with a visit to Agroteste Pesquisa e Desenvolvimento, in Lavras - MG.

It's Plant Health Care Brasil #BreakingProductivityBarriers in Coffee Culture.

Check this out
https://ukinvestormagazine.co.uk/improving-food-sustainability-and-increasing-crop-yields-with-plant-health-care/

Sorry folks, too hasty with this Budget comment.... seems to apply the medical world only.

Where’s the bottom?
:-(

Hunt just suggested medicines and devices given regulatory approval by recognised global agencies (e.g. US) will be automatically approved by the UK.
If that includes Brazil then we could get PHC949 into the UK early.
Again, great timing.

As you know, we have a deal with Novozymes to distribute ProAct in India.
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https://borsen.dk/nyheder/virksomheder/milliardforretning-i-biotek-truet-af-eus-langsommelighed?b_source=novozymes&b_medium=row_1&b_campaign=list_2
[Translation]
Novozymes' biosolutions provide alternatives to chemicals in agriculture, but long approval processes in the EU can hinder the adoption of sustainable solutions in the green transition.

Our colleague Peter Steen Mortensen, Director of Public Affairs, was interviewed by Danish business media Børsen this week about the potential of biosolutions and the current regulatory challenges.

"EU's Green Deal aims to reduce the use of chemical pesticides by 50%. That requires alternatives for the farmers. We can provide these biological alternatives, but it takes six to eight years to get them approved," he says.

According to Peter, part of the problem is that EU regulators are treating biosolutions as if they were fossil-based chemicals. This is contrasted by much quicker approval processes in the United States:

"We are worried that there might not be an appropriate understanding in the EU about the Americans challenging the European model. Most investments are already going towards the U.S. market," he says.
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ProAct is definately not a fossil-based chemical and already has EU approval. Expect sales of ProAct to pick up.
The timing is excellent.

“Does anybody know…..”

Yes we do and the message is getting out there among the growers.
Sadly among investors the answer is no.
Roll on profitability.

And the need for PHC279 “Obrona” is becoming abundantly clear.

https://www.theguardian.com/food/2023/mar/03/warmer-uk-weather-adding-to-spread-of-fruit-tree-diseases

This opens the door to a massive new market for PreTec products. I guess when CR said he wanted a PHC product on every field he meant what he said.
Well done Jeff and team!

Two presentations worth watching.
1st Richard Penny from CRUX who holds PHC in his small cap fund. Interesting to hear the philosophy behind the fund. They go for stocks with multi-bag potential (Listen from 1.02 on the video)
2nd straight after is JT from PHC. Many point we've heard already, but there are snips of extra substance. Poor chap struggles with the mic at first (I know that too).

https://www.proactiveinvestors.co.uk/companies/news/1005705/the-cenkos-virtual-growth-innovation-forum-afternoon-session-1005705.html

Yes, but the northern Hemisphere is getting warmer, thus less need for oil and especially gas. Gas price is lower than before Putin invaded Ukraine. Suggests global storage facilities (now with even greater capacity) are fully topped up.

Can’t argue with these results. 40% growth in a recessionary macro-environment is fabulous. At some point the market will catch up.
Hold onto ‘dem shares. PHC could become a valuable gem in the next couple of years.

BTW The questionmarks relate to Greening disease and the bacteria that cause this. The post below from the Brazil team uploaded 7 hours ago.
We are moving...

It is with great satisfaction that we communicate the first sales of H2COPLA to the Citrus crop, under the supervision of our DM Jhonatan Henrique and his colleague Alex Bazzo, CTV of COPLACANA - Pride do Agro, Iracemápolis branch.

Harpin Protein (H2COPLA) brings several benefits to the Citrus crop: it improves the rooting and vegetative development of the plant, the ****geneity of flowering and the setting of flowers and fruits. Thus, it enables the plant to produce larger fruits, with a higher concentration of sugars, in addition to increasing the retention of fruits in the tree in pre-harvest and in the durability of fruits in post-harvest, representing an increase in productivity.

A great challenge! These first customers have very high expectations regarding the benefits of the product on ???????????????? (HLB), as it is known, one of the most feared diseases among citrus growers worldwide. Caused by the bacteria ???????????????????? ???????????????????????? ??????, it causes defoliation, drought and death of the branches. The fruits present irregular maturation, size reduction, deformation and intense fall.
We all want to see the benefits that the application will bring with the reduction of the impact that ???????????????? has brought to the citrus industry in São Paulo. Let's follow!

If you also produce citrus, try H2COPLA and feel the increase in productivity in your orchard. The first application of the cycle occurs after the harvest, in pre-flowering.

Contact the COPLACANA - Pride of Agro branch closest to you for more information.

??????????????!

Follow the money

hxxps://ukinvestormagazine.co.uk/plant-health-care-producing-material-growth-and-substantially-undervalued/
[Section]
Analyst Opinion – the shares are a Buy, looking for 33p

Ahead of the group issuing a Trading Update and Investor Presentation on 6th February, together with any further guidance being given by the company, analyst John-Marc Bunce at Cenkos Securities is rating the group’s shares as a Buy.

His estimates for the year to end December 2022 are for revenues to have improved nearly 36% to $11.4m ($8.4m), helping to substantially reduce the group’s pre-tax loss by a third from $4.6m to $3.0m.

For the current year Cenkos Securities, the group’s NOMAD and Broker, is looking for sales to rise over 39% to $15.9m, severely reducing the company’s loss to just $0.3m.

It is in the coming year that the broker envisages a significant advance by the business, with expectations of a 56% revenue increase to $24.5m, generating adjusted pre-tax profits of $5.2m, worth 1.6c per share in earnings.

The analyst states that “we see Plant Health Care as well positioned in the agritech industry and highly undervalued compared to its intrinsic value and peers” giving a 33p price target for the group’s shares.
Conclusion – substantially undervalued

Following years of development this group now has massive upside potential.

As this group aids farmers in increasing crop yields in the face of climate change and growing populations, its model of distributing globally its products through major partners will shine through.

Today it is a leading provider of proprietary biological products for agriculture, with its peptides poised to enter large markets.

The group’s Management is highly experienced in agricultural research and development, licensing and sales and is capable of further developing and capitalising upon its growing portfolio of new technology products.

In the meantime, its strong cash reserves and strict control of expenses should be sufficient to enable it to boost global sales over the next year or so, bursting the group into cash breakeven in 2024.

By the end of next year this company could well be reporting sales of over $25m, have some $5.5m net cash and making $5.2m profits.

With its shares at around the current 11.5p, the group is substantially undervalued at only £36m.

Comments from Rodrigo Miranda (Director PHC Brazil):

As my friend and colleague Ángel Marín says, at PHC our motto is: Build, Establish and Repeat. Very happy to see the use of Harpin Protein starting in India, second largest sugarcane producer in the world. The partnership with Novozymes South Asia Pvt. Ltd. was announced globally this morning and will enable Indian producers to produce more profitably and sustainably. Thus, we continue to fulfill our mission to produce more food and energy globally.

I remember Chris Richards paraphrasing Bill Gates saying he wanted a Plant Health Care product on every field in the world.
Seems he wasn’t kidding.

I agree OAPK20
There’re a few people having a nibble now with results due. We already know that revenue has grown significantly during 2022. Europe is opening up to Proact and hopefully the US to Pretec. Our products are gaining traction in the market.
At some point the price will pop up and we’ll be paying a lot more for our shares.

This RNS is not reported on ADVFN?
Could account for muted response.
Meanwhile ProAct, a product that’s been on the market for years, is gaining significant traction globally.
Stay patient, the manic-depressive market will catch up eventually.

Common EPA!!