Eden Research Share Discussion Threads

[monet] 29/9/2017 08:25

well if you think that sell

[northwick] 29/9/2017 08:20

Frankly, I was expecting a lot more and am truly disappointed with the figures, especially the revenue figure. Everything has been kicked down to 2018/19 with a possibility of more dilution. for the moment, It is time to consider whether to hold or sell out

[bjlk] 29/9/2017 08:13

Real sales...and not such a vague rns from eden, does this mean a shift in all the cloak and dagger??

[bjlk] 29/9/2017 08:10

No that's a typo, it says later on that its 600k sterling... who proof reads these things with so much at stake... anyway a great set of results either way you skin it..

[northwick] 29/9/2017 08:05

How can receipt of 600k euros equate to 700k Stg?Am I reading this right?

[mandatory] 29/9/2017 07:51

It's kind of skewed by the sipcam payment but it's a ten fold increase in revenue, and they are in profit!! Just.

So is that 400k from 3aey BEFORE June?

[supersonico] 29/9/2017 07:24

Executive Profile
Lykele van der Broek
Chief Operating Officer of Bayer CropScience , Bayer HealthCare A
--
Background
Mr. Lykele van der Broek served as the Head of Agricultural Commercial Operations and Member of the Management Board at Bayer CropScience of Bayer HealthCare AG since November 1, 2010. Mr. Van Der Broek served as Head of Market Strategy at Bayer CropScience AG until June 30, 2014. He served as the Chief Operating Officer and Member of Management Board of Bayer CropScience AG since November 1, 2010 and served as its Head of Agricultural Commercial Operations. He served as the President of Animal Health Division of Bayer HealthCare AG of Bayer CropScience AG since October 1, 2006 and was responsible for the Animal Health Division. From 1984 to 1991, Mr. Van Der Broek acted as Deputy Director and Director of the Netherlands Inspection Service for Arboriculture (NAKB). He then served different positions in BioScience companies. On joining Nunza (now Nunhems), a vegetable seed group, in 1999, he was responsible for Asia Pacific and strategy. Since 2001, he served as the Chief Executive Officer and continued this position after Bayer's the acquisition of Aventis CropScience in 2002. Since 2003, he served as Head of BioScience, a business group within Bayer CropScience, before changing into the position as Head of Regional Coordination Europe at Bayer AG. Mr. Van Der Broek started his career at the Plant Protection Service of Netherlands. Van Der Broek has been a Non-Executive Director at Genus plc since July 1, 2014. He is graduated from the Agricultural University in Wageningen (Netherlands) with a Master of Science specializing in Phytopathology and Business Administration.


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Looks like Eden continue to attract top talent.

My Best Wishes and thanks to Tom Lupton.

[speculator59] 29/9/2017 07:21

Have to say that these are somewhat better than I was expecting.

Speculator

[investingisatrickygame] 28/9/2017 20:52

I think the point that is clearly coming across is people don't know, in some cases basic events and actions.

Eden should educate the market so they are better informed and within regulatory allowance so that all investors better understand what they are invested in today and what they could further invest in for tomorrow.

Only when this is achieved can the share price truly reflect operational success and......opportunity/pipeline.

[redhill9] 28/9/2017 16:38

Investingisatrickygame, regarding Australia, I hadn't reckoned on any significant sales this calendar year on the basis that it will take a while to get established there but potentially a massive market once it does.

I don't know the answer to your first question about timing of wholesale stock purchases, but my understanding is that product manufacture is not a complicated or lengthy process so orders can presumably be fulfilled within reasonable timescales. Although there has been extensive marketing activity in Europe in 2017, once the current season finishes with this harvest I wouldn't imagine there would be much sales volume anticipated in Europe until Spring 2018, and currently we don't know how sales in Europe will increase next year for a combination of repeat and new business. I'd guess there wouldn't be much stocking-up for the 2018 European growing season until early 2018 at the earliest.

The message I'd be hoping for from the Interims is not so much about profit (I think some people may be disappointed with the financial figures) but news about sales and reaction by growers who have used the product.

If I seem rather cautious it's not through lack of belief in Eden or any lack of optimism about the future, it's just that I've realised over the years how long it takes to make an impact on this market.

[northwick] 28/9/2017 15:26

If Eden does indeed turn it around and declare a profit, albeit a small one, what should the share price be on forward prospective P/E ratio of 25, which is in the mid range of similar companies?

[supersonico] 28/9/2017 15:03

Agreed on both points .. It Does..

One more sleep to go...

[littlealbatross2] 28/9/2017 14:59

Super

'That' or even 'which' reads better than 'but.'
The last point, "There is substantial scope for exploitation of core technologies beyond crop protection.' sounds interesting.

[investingisatrickygame] 28/9/2017 14:24

redhill9

When will Sipcam et al buy 3AEY for next season? Maybe they will buy stock sooner than we think, I doubt they'll leave it to a few months before.

Also, surely Sipcam will be buying for the Australian market now as their summer is Christmas.

With the marketing Sipcam is doing and with their 10% stake in Eden, there is no way, surely, Sipcam will go product short.

Also, Sipcam have a real interest in Eden's year end results being good, so without inflating anything, I am sure they will contribute to activities that induce sales in the coming months

[redhill9] 28/9/2017 13:21

speculator59, sensible comments.

2017 is the year when 3AEY has hit the European market to any material extent but it is unrealistic to expect growers to jump in fully so soon, however well the product is marketed. Hopefully we will get a trading update with the Interim results giving some indication of how sales have gone since June 30, but even now the 2017 season is still ongoing.

It is the 2018 season that will give us a better idea of how successful Eden is going to be with this product in Europe as hopefully there will be both significant repeat and new sales reflecting growers' satisfaction with the experience in 2017.

[speculator59] 28/9/2017 12:36

I don't like to be downbeat, but I think that people may need to temper their profit expectations.
Analyst forecasts don't show that, yet, and this is only the first real year that the products are reaching the market.

Italy's figures will be important but don't expect anything earth shattering from France. Also, when do the interims go up to? A couple of months ago? so not even a full season.

[supersonico] 28/9/2017 11:34

New webpage;



Hey Eden people ..in Investment case section should it say 'that' instead of 'but'?

Our products are based upon natural chemistries.... but..... deliver performance, ease of use, and cost on par with conventional pesticides – without residues

[supersonico] 27/9/2017 17:39

Joining the Agri--growth sector master plan dots ??

Produce Investments Ltd / Cranswick / Eden / Carrs Group/ Plant health care

Origin Enterprises OGN . (Supermarket Income REIT (SUPR)

Stock spirits group SSP Group

Agricultural services/ crop protection / Agronomy services company that use Powerscourt PR

Nick Dibden / Lisa Kavanagh / Samantha Trillwood ; the powerscourt Agri team/ consumer industries

[supersonico] 27/9/2017 16:46

The Kenyan market may surprise us with some Rosy numbers.

Looking forward to some corking news about 3logy/3aey with some juicy numbers and maybe even a follow up Corker of a report on the Post Harvest Apple trial.

[northwick] 27/9/2017 16:29

What profit could Eden achieve if we assume that they sold 250,000 litres each in Italy, Spain & France not allowing for what was sold in the Balkans. A total of 750,000 litres at an average net selling price of 6-7 Euro per litre( based on what Eden said in 2016 Agm). and now there is even a bigger market as Italy as allowed use of 3AEY for use on Melons & other fruits. Mind Boggles.

[supersonico] 27/9/2017 16:17

I did but they felt the cat might resent being left out in the rain.

[littlealbatross2] 27/9/2017 15:28

Have they tried Mevalone?

[supersonico] 27/9/2017 15:08

Any poised Eden investors with Pets?
What is your recent experience of Anti Flea/ Tick solutions?

Friends of mine have used Frontline 3 times this summer on their now toxically overloaded cat but the Fleas prevail.