Plant Impact One2One Forum Presentation (PDF) - Proactive Investors

proactiveinvestors.co.uk

Plant Impact One2One Forum Presentation (PDF) - Proactive Investors

New technology

for

sustainable agriculture


Disclaimer

This presentation does not constitute a recommendation regarding the shares of Plant Impact plc nor a representation that any dealing in

those shares is appropriate. The Company accepts no duty of care whatsoever to the reader of this presentation in respect of its contents

and the Company is not acting in any fiduciary capacity.

No offer or invitation or solicitation of any offer to acquire securities of the Company is being made now nor does this presentation

constitute or form part of any invitation or inducement to engage in investment activity under section 21 of the Financial Services and

Markets Act 2000. No reliance may be placed for any purpose whatsoever on the information contained in this presentation or any

assumptions made as to its completeness and no warranty or representation is given by or on behalf of the Company nor its directors,

employees, agents, and advisors as to the accuracy or completeness of the information or opinions contained in this presentation and no

liability is accepted by any of them for any such information or opinions, provided that nothing in this paragraph shall exclude liability for any

representation or warranty made fraudulently. The information and opinions contained in this presentation are provided as at the date

hereof.

The contents of this presentation are confidential and must not be copied, published, reproduced, distributed or passed in whole or in part to

others at any time by recipients. This presentation is being provided to recipients on the basis that they keep confidential any information

contained herein or otherwise made available, whether oral or in writing, in connection with the Company.

In particular, this presentation should not be distributed, published or reproduced in whole or in part or disclosed by recipients to any other

person or entity and, in particular, should not be distributed to United States residents, corporations, or other entities, US persons (as

defined in Regulation S promulgated under the United States Securities Act of 1933 (as amended), persons with addresses in the United

States of America (or any of its territories or possessions), Canada, Japan, the Republic of Ireland, the Republic of South Africa or Australia,

or to any corporation, partnership or other entity created or organised under the laws thereof, or in any other country outside the United

Kingdom where such distribution may lead to a breach of any law or regulatory requirement. Notwithstanding the foregoing, the Company

can distribute this document to US Persons (as defined above), persons with addresses in the United States of America (or its territories or

possessions), United States residents, corporations or other entities if the Company is satisfied that an applicable exemption applies.

Distribution of this document in the United States of America in the absence of such an applicable exemption may constitute a violation of

United States securities law.

2


Founded Spring 2003 - Preston, England

Listed October 2006 - Alternative Investment Market

Ticker PIM

New investment 2008 – £1.5 million

Market cap £2.9m (at 3/12/08)

No. of shares 26.3m

Cash - £1,850k

3


Market Size & Penetration

Industry

Total

$104bn

Agrichemicals

& Fertilisers

Pesticides

$33bn

Pi Market Size

- $49.5bn

Insecticides

$1.9bn

Bulk N

$29bn

Liquid N

$13bn

wsNPK

$4bn

Products

Pi Market

Penetration -

$150 m-

$220m

BugOil $100m

PiNT

PiNT

Speedo &

Alethea

$20m -

$50m

$10m -

$20m

$5m - $10m

Status /

Timelines

Regulatory

approval -

2010

Research -

2012

Developmen

t - 2010

Developmen

t - 2010

Fertilisers

$71bn

Fertigation

$0.4bn

PiNT $2m - $5m

Developmen

t - 2010

Foliar Feeds

$0.8bn

Inca, Speedo,

Balance

$10m -

$25m

Commercial

- 2009

Stress Relief

$0.4bn

Inca, PiNT,

Speedo,

Alethea

$5m - $10m

Commercial

- 2009


Progress – since 31 March 2008 1

Commercial Development

Licensing / Partnerships

Advanced licensing negotiations

for BugOil

Commenced partnership

negotiations to enter biofuels

market

3 rd Party Market size

validation

BugOil - $50m to $75m

Crop nutrients - $60m to

$100m

Distribution (Crop Nutrients)

Sales in new territories

• Netherlands

• Portugal

• Poland

• Chile

New distribution agreements

• Miller Europe

• Agrin Moroc

Distribution network commenced for:

• France

• Italy

• Germany

Product evaluation in:

• Central America

• South America

• India

5


Progress – since 31 March 2008 2

Technologies

BugOil dossier submission to PSD

BugOil dossier submission to EPA on track

wsNPK trials started in Spain, UAE and planned for Turkey,

Mexico, Chile and China

Collaborations with the Universities of Lancaster, Montpellier and

Almeria

Nematicide project development subject to grant funding

Field trials continue to prove product efficacy

Board strengthened

Two new industry non-executives

Industry Chief Operating Officer

6


Financial Highlights

Sales up from £129k to £225k

Order book at its highest level £275k

Margins improve from 33% to 45%

R&D expenditure up from £447k to £730k

Cash at £1,850k

7


Potential value drivers to 2010

Event

Timing

BugOil licensing deal Q1’09

Nematicide grant FP7 Q1’09

Biofuels partnership agreement Q1’09

USDA product development agreement Q1’09

BugOil regulatory approval UK Q1’10

BugOil regulatory approval USA Q2’10

Significant increase in crop nutrient sales Ongoing

Increasing crop nutrient distribution network Ongoing

Improving crop nutrient efficacy data

Ongoing

8


Field Trials – geographical spread

Upwards of 200 field trials in 32 countries currently ongoing

9


Distribution and Evaluation

High value crops

10


Precision crop nutrition

Before

Plant Impact

Plant Impact – healthier

higher-yielding crops

11


New technology

for

sustainable agriculture

12


Ground-breaking technologies

CaT

PiNT

Speedo

BugOil

13


CaT – calcium boost for

healthier plants

14


CaT – calcium boost for

healthier plants

15


PiNT – higher yields through

controlled nitrogen release

Without PiNT

16


PiNT – higher yields through

controlled nitrogen release

17


Speedo

Accelerated crop ripening

Without Speedo

18


Speedo

Accelerated crop ripening

19


Speedo treated tomatoes


BugOil – safe, highly effective pest

control


BugOil – safe, highly effective pest

control

With BugOil


Plant Impact

– too good to be true?

23


Bringing precision crop

nutrition to market

Focus on higher-value

perishable crops

24


Core target markets

Fruit

Vegetables

Nuts

Flowers

Pest control

Arable crops

Biofuels 25


Global reach through

strategic partnerships

26


Global priorities


Strategic focus

International ag-chem cos

Major food groups

Supermarkets


Market dynamics

Disruptive technology

Product acceptance

Transform agriculture


in a nutshell

Healthier

crops

New

technology

for

sustainable

agriculture

Successful

field trials

Boosts

disease

resistance

Bigger

yields

30


Invest in

Technology

licencing and

strategic partnerships

31


11 & 12 Cuerden Way

South Preston Office Village

info@plantimpact.com

Bamber Bridge

Preston PR5 6BL

United Kingdom

Tel +44 (0)1772 645 164

www.plantimpact.com

32

More magazines by this user
Similar magazines