Eden Research Share Discussion Threads

[supersonico] 26/11/2017 09:37

Back ground info on Terpene tech potential. As relevant today as was then but hopefully now just over the horizon not another light year away.

A 2011 piece by Mike Walters showing 3 things.

1)Eden Jam is a long tomorrow
2)The Jam could be very tasty if it ever arrives.
3)LT Eden investors have the unique Eden Investor gene . Saints would have gone by now.





Bed Bugs and Wrist Bands - Eden Research (Eden)
25/6/2011 (119264)

Bed Bugs and Wrist Bands


You could hardly make it up. Without a regulator in sight, suddenly Eden Research (Eden on Plus Markets) is poised to reap a small fortune in royalties on bug repellants and such which generate hundreds of millions of dollars in sales to the likes of Wal Mart. Repeatable revenue here we come, and this could be big time.

The formal details are in Thursday�s announcement. Eden is to get a licence fee of Euros100,000, plus royalties on product sales, for granting TerpeneTech the right to use the encapsulation system in consumer and agro-chemical biocides (substances which deter or control harmful organisms) .

TerpeneTech will also have access to Eden�s dossiers on three key terpenes � Geraniol, Eugenol and Thymol. These dossiers effectively chart the way through the regulatory maze surrounding the use of these terpenes, and provide a valuable aid to others who need to satisfy regulators about the safety of terpenes in their existing and new un-encapsulated products. Supplying the dossiers costs Eden nothing. It sold a similar data sharing agreement to an Austrian research organisation for Euros 30,000 in December 2007.

This one is altogether more exciting, and catapults Eden straight into the consumer market in a big way. TerpeneTech is a loose alliance of half a dozen companies who use Geraniol in their business. Herb Friend, one of the directors, is chief executive of FASST Products � www.fasstproducts.com � which develop and sells safe insect repellents, including the eye-catching bug repellant wrist band which sells in the likes of Wal Mart in the US.

Jean Biron, another TerpeneTech director, is a consultant to insecticide and insect repellant companies around the world. One of the companies has a substantial business treating red hen mites. There are around half a dozen companies involved, most of them in Europe, and together they have sales which run into hundreds of millions of dollars.

There are no details ahead of a full licence agreement, but this deal is quite remarkable. It is an unlikely testament to the importance of the careful work Eden has done in proving the virtues of specific terpenes and shepherding them through the lengthy regulatory process � something which would require others to invest a great deal of time and trouble (as shareholders have learnt the hard way).

While royalties might be modest in percentage terms on some existing products, there is scope for higher rates on new products, especially where encapsulation can be used to enhance performance. Applying it to improve existing products ought to mean a relatively fast route through the regulatory maze, while there are opportunities for new products in the USA without the need for prior approval.

Attracting royalties on products which already generate significant sales is something special. This deal could be transformational, and brings forward the date at which Eden will be able to present evidence of repeatable revenues, an important element in any move to an AIM listing. It is total speculation, of course, but even a 1% royalty on sales of $100m would suggest royalty of $1m to Eden � and we are talking about sales in the hundreds of millions.

That ought to occasion a sharp intake of breath for any Eden investor. As ever, conventional thinking suggests Eden must be considered a high-risk play. So it must be, until actual repeatable revenues start to flow. But, by golly, the news is getting good in anyone�s terms. And there is much more to come.

At 18p to 21p, the company is capitalised at about �16m. Way too low, even as a wild gamble.

I have a holding in Eden Research.

Ends

[supersonico] 25/11/2017 17:44

Sipcam 2018 catalogue just come of the press.. awaiting web page update

[investingisatrickygame] 24/11/2017 16:26

Supersonico

Looking at Michael Walters comment, £23 million market cap is too low then as an example, we can look at this from Syngenta on their website

hxxps://www4.syngenta.com/how-we-do-it/research-and-development/how-we-make-new-products

It is just an example from one of the agro-chemical companies of what the potential headroom is for market cap value and equally, share price

It also brings alive his comment about 'one of the giants....'. Who knows, but it is all possible for a company that already has multiple patents and is selling product now.

[littlealbatross2] 23/11/2017 14:52

In post 2839 I said that I had checked with Eden who confirm that Timorex Gold is something of a competitor to 3AY/Mevalone. The final comment in Eden's communication to me was,"Through our partnerships/distributorships in various countries, we are making considerable effort to gain marketshare and we look forward to updating the market on the success of our efforts in due course."

[supersonico] 23/11/2017 13:07

Investing.

Agreed..The anticipated news has the potential to move this share fast. It has and always has dropped on extremely low volumes. Does not effect the potential

Decent updates will impact that. IMO

Two thoughts...Buy on the Dips

Poised..

[investingisatrickygame] 23/11/2017 12:49

A more interesting article from Michael Walters

Eden gets growing!

The slow-release encapsulation method will command a worthwhile share of the agro-chemical market and related markets!

Repeatable revenue, Sipcam picking up new markets as a global operator!

£23 million market cap too modest!

Plenty of cash

Bayer, (the biggest crop protection company in the world) and Terpene Tech to go live early 2018

One of the giants........!

And Michael Walters is still holding Eden.


Seriously, it you buy into all of this, then what is not to like. A bit of effort from the Company to support, endorse and promote all of this will go a long way towards changing sentiment, understanding and the share price.

[supersonico] 23/11/2017 01:27

New edition to Mike Walters Free list.



Eden Gets Growing - (EDEN)
29/9/2017 (119264)

Eden Gets Growing

As ever, investing in Eden Research (EDEN) requires patience. Interim results for the first half of 2016 disappointed the market, and the shares slipped, closing at 11p to 11.75p in a little flurry of selling after rising to 13p.

Perhaps an updated note from house broker Shore Capital did the damage. Headlined ‘A vote of confidence’ and taking encouragement from the £2.2m investment in a 9.9% stake by Sipcam, the note repeated earlier predictions of revenues for 2016 at £1.7m with pre-tax losses of £1.5m, and went on to suggest there would still be a small loss by 2020, though revenues could have risen to £5.7m by then.

While these figures are estimated on a conservative basis, using only contracted deals, they must bring a weary sigh from investors who have believed that Eden’s all natural terpene technology, combined with the slow-release encapsulation method, will eventually command a worthwhile share of the agrochemical and several related markets.

An updated presentation from Eden at helps give a glimpse of the opportunities. Page eight lists Eden’s target markets and their size by 2020 – biopesticides (worth $6.9bn with Eden products to tackle botrytis, powdery and downy mildew, slug and snail treatment and mites and white flies); conventional pesticides ($76.8bn and Eden in co-encapsulated conventional synthetic pesticides and formulation delivery systems); and animal health ($33bn with Eden in companion animal flea and tick products, odour control, and ear, coat and skin care).

Eden simply has to scratch the surface of this stuff to suggest the current £23m market capitalisation is too modest. That explains why many subscribers have been ready to sit and wait while Eden moves towards becoming a real company. It has the patents (over 122 granted and pending), and is starting to hack a way through the regulatory forest, and picking up major name partners to finance and market product along the way. But, by golly, it takes time.

The half-year figures show that, at last, the possibilities are starting to translate into real sales. Revenue was up by £900,000 to just over £1m. Half of that came when Sipcam agreed an option and evaluation deal which would allow it first option on Eden ‘s plant protection products in certain markets. But revenues from 3AEY, Eden’s initial product for tackling botrytis in grapes, must have risen by some £400,000. Part of this was because of a switch which saw Eden producing and selling 3AEY instead of taking a royalty.

Unusual weather conditions – frost, then excessive heat and drought – have impacted sales through the summer, and while 3AEY has been very well received, it is impossible to predict second half sales firmly. Eden, though, accepts that the Shore annual revenue target of £1.7m makes sense.

Looking ahead, regulatory approval for 3AEY in France came late in the season, and Portugal has only just come through. All of the key European grape-growing countries are now in the fold, and there is a steady flow of label extensions, approving use on additional crops.

So there is a growing run of repeatable revenue from sales. And Sipcam option cash – perhaps a larger amount than this year - ought to chip in again in 2018 as Sipcam evaluates and picks up options to sell 3AEY in other areas. It is a global operator with sales approaching £1bn, and is linked to Japanese giant Sumitomo.

Crucially, the Sipcam partnership has eased financial pressures. At the half-year, Eden had cash of £3.66m. That is allowing it to take on more personnel, pursue more regulatory clearances, and generally advance the business. Shore Capital projects that £3.1m cash will remain at the end of the year. There are current trials on five continents, and registration applications are pending in 29 countries.

There could be significant new deals before the end of the year. Meanwhile work continues with US giant Eastman, and a nematicide is on track for launch in 29 countries. The long-awaited and oft-postponed launch of by Bayer of animal health products in the USA is expected in the first quarter of 2018. Even TerpeneTech might launch a head lice product early next year.

None of these new products and markets is built into the cautious broker forecasts, and could generate significant payments and then royalties. So the forecast figures almost certainly understate the potential value of Eden, and the labour and direct expense of pushing through regulatory approvals for Eden’s three key terpenes.
The broker takes a positive view of Eden, saying ‘We continue to believe Eden is well-placed with a growing and diverse product development pipeline in an industry that is seeing structural growth in demand for natural solutions. This is in the context of it getting harder to get product registrations for synthetic conventional pesticides which is a market with an overall value of over $57bn per year. So with higher barriers to entry we believe Eden can drive value creation going forward.’

A new chairman steps in on January 1. Hopefully he will have the experience and contacts to help drive Eden forward. He ought certainly to add credibility. Lykele van der Broek was former chief operating officer of Bayer Crop Science and former head of the animal health care division of Bayer Health Care. He is 60, and while he is aware of it, is not involved in the Eden animal health deal with Bayer. His arrival ought to be encouraging – at Bayer he would have had experience of running the biggest crop protection company in the world.

It all helps add to the possibilities in Eden. It is taking a long, long time to realise the potential of terpenes and encapsulation, but the agro-industry is governed by the seasons, and though it is tempting to think otherwise, big companies do not readily beat a path to small players with bright ideas. It is slog, slog, slog, especially given the heavy regulatory framework governing such areas (though it is hard to forgive the glacial pace at which this often moves).

Eden is staring to deliver product in the real world, but the attraction remains the potential. The vast scope for all-natural pesticides is increasingly recognised, but Eden’s terpenes might do so much more. Even now, with 3AEY for botrytis selling well in the early stages, there are many related applications yet to be exploited and vast areas of the world where no-one has yet picked up the distribution rights.

The theme will be familiar to subscribers Not this year, maybe next year, but give it time and Eden could be a big winner. Who knows? One of the giants might come to understand that, too.

I have a holding in Eden Research.

[supersonico] 22/11/2017 16:56

Fungicide resistance in grapes increasing.



The good news was followed by some bad news from Washington State University viticulture extension specialist Michelle Moyer, who has been tracking the role that fungicide resistance could have played in this year’s mildew problems for wine grape growers.
She collected 260 mildew samples from different vineyards across the state during the season and found that 95 percent showed resistance to strobulin fungicides, also known as the Frac 11 fungicide group.
“That’s not good at all,” she said. Vineyards with neighboring cherry and apple orchards appear to be particularly at risk, because drift from fungicides sprayed in those orchards can add to the selection pressure pushing the mildew to develop resistance.
..........................

[supersonico] 21/11/2017 08:18

Tweeting
@edenresearch

Number of toxic chemicals on supermarket vegetables has risen 17 fold since the 1960s via @telegraphnews Our solution to the challenge: Eden’s natural biopesticides featuring plant chemistry, efficacy and exemption from maximum residue levels.
...........................

parked

[quazie12] 20/11/2017 12:15

Super is likely closely related to Eden or an industry insider. Without doubt she single handedly keeps you better posted than management itself. Only problem is PI's lost faith a long time ago here, 20 years of losses and constant dilution. Real question is, does Eden really have something the wine growers want in enough quantities to give shareholders a return one day ? One thing SS wont do is accept or admit that Terpenetech was imho, a mechanism for a highly dilutive placing, as TT flogged all its Eden shares in the market. I don't agree with Eden's carrying value in the accounts. Sadly when I raised this issue with Eden my e mail was not answered. Well at least you have a new website to get excited about for your investment ?

[investingisatrickygame] 20/11/2017 09:30

Supersonico,

I commend you for sniffing around and finding so much stuff. Step-by-step shareholder updates would be great so that not only a minority such as yourself are aware of this.

If things are moving so quickly, then update shareholders and build the awareness and understanding so that hopefully there becomes a direct correlation between developments, products, success and the share price.

Well done to you!

[quazie12] 20/11/2017 09:23

Atty GDo you even think Eden will recoup their investment in TT ?

[attyg] 20/11/2017 07:58

Agreed supersonico.
There could well be movement here - so many opportunities. Let's hope it is real.

[supersonico] 20/11/2017 07:30

Do we have some movement ?
Is This New a new web page?



Product performance meets or exceeds expectations

Terpenes have a well known drawbacks in that they are volatile and evaporate quickly thereby having short term residual activity. By utilizing Eden Research’s patented Yeast Particle Microencapsulation Technology the problems associated with Terpenes can be overcome and effective, non-toxic Biocides can be developed and brought to market.
In addition to Terpenes, TerpeneTech has also developed technology and product formulations based on other natural actives and inert ingredients. The new formulations have demonstrated excellent efficacy in products for humans, pets, horses, poultry and cattle.
The TerpeneTech Strategy is to develop, test and commercialize world-class effective natural Biocide products and bring them to market working with leading companies worldwide


pinch me this must be a dream..

[supersonico] 19/11/2017 18:45

Most likely posted before

The success of the Italian Vitvincoltura

[supersonico] 18/11/2017 17:15

Post Brexit human health destruction accelerator news.. AKA Misery News




She said the US had issued a note to the committee which read: “Whilst we strongly support efforts by members to strengthen public health and environmental issues by regulating the use of pesticides, we remain concerned that the EU’s hazard-based pesticides regulations are insufficiently grounded in science and risk.”





When they say 'EU’s hazard-based pesticides regulations are insufficiently grounded in science and risk.”

They mean the work done by this lot



Prepare for the corporate take over
..........

Parked

[supersonico] 18/11/2017 16:54

Market indicator ?

Sipcam agchem business up 12% in 2013

Sipcam agchem business up 1% in 2014

Italian company Sipcam-Oxon posted a 0.2% dip in agrochemical sales to €380.5 million ($430 million) in 2015.

Italian company Sipcam-Oxon posted a 7% rise in agrochemical sales to €407.3 million ($456.9 million) in 2016.

Sipcam revises 2016 agchem sales up by €3 million

[supersonico] 16/11/2017 19:03

Massive venture capital investments in food make for a steady stream of splashy, dramatic headlines.

[supersonico] 16/11/2017 14:24

Daily Tweets from SumiAgro France #biocontrole #seipro
Today notification of CEPP registered products;

[supersonico] 14/11/2017 15:54

Superpower self poisoning accelerator incident news .

[supersonico] 13/11/2017 21:07

Fungicide resistance news

Resistance to the QoI (Strobilurin) Fungicides in Grape Powdery Mildew on the Central Coast

[investingisatrickygame] 13/11/2017 18:39

It appears on the Eden website the it is "delivered by Investis"