Eden Research Share Discussion Threads

[supersonico] 13/12/2017 08:42

Ranking tracks the largest corporations in the U.S. on the issues Americans care about most.

KINGSPORT, Tenn. - Eastman Chemical Company (NYSE:EMN) today was named in the Top 50 of America's Most JUST Companies, according to Forbes and JUST Capital, a nonprofit that ranks the largest publicly traded corporations in the United States on the issues Americans care about most. The second annual JUST 100 ranking compares America's companies head-to-head, based on the priorities of the American people. Eastman is recognized for outperforming its peers on the criteria deemed to be most important, including worker pay and treatment, job creation, healthy products and communities, environmental impact, and more.

[supersonico] 12/12/2017 18:50

Avoiding a Global Food Crisis with Sustainable Farming Systems

hxxps://primalgroup.com/toxic-history-collusion-secrecy-deception-crop-care/

[investingisatrickygame] 12/12/2017 15:47

Supersonico

From your post 2986

"Our strength lies in the diversity of our team. A combination of seasoned journalists, City professionals and the brightest industry practitioners provides clients with experience, insight and creativity that sets us apart."

I would be interested to understand what the brightest industry practitioners are currently doing to create insight and deliver creativity, thus setting them apart, so that the PI shareholder base in Eden and not currently invested in Eden, truly understand the operational success delivered and why this share is so undervalued right now.

Sipcam, Livingbridge, JM Finn and Artemis are unlikely so sell any shares and therefore create some liquidity. Equally, unlikely to buy any more in the interim as they will have rules in place for investment percentages and actual pounds spent. Thus, 33% of the share register is static.

The other 67% of the share register needs Eden's undivided attention into 1) why I should hold my shares and 2) why I should buy some shares in Eden. They are not getting this and I haven't seen it delivered or even attempted to be delivered since I have held a position (and before).

Therefore, a potentially ignorant market to the real potential of Eden and current achievements of Eden are managing the share price for Eden and there is no intervention to correct this to the upside.

Powerscout's name has been on all RNS's issued since the 1st September 2017. They may have addressed the City, but as yet they have failed to address the 67% shareholder base, the majority shareholder base, the share price influencing shareholder base in any visible way that we are aware of.

It is therefore not unreasonable to say that insight and creativity is not being delivered during this last 4 months that we can see and that we know of. Like other views expressed above, I find this massively disappointing given what Eden is, has and has achieved so far.

[supersonico] 12/12/2017 13:43

Attg,
Not really any added info just an updated library entry for possible future reference.

[attyg] 12/12/2017 13:37

Cheers supersonico. I see Mevalone at the foot of one of the attached pages.
Sorry to be a pain, but can you explain the significance?
We know Mevalone is branded 3AEY sold by Sumi Agro in France.
and?

[supersonico] 12/12/2017 12:31

More from Supersonico.. The Unofficial Unpaid Eden PR Juggernaut.


The updated French biocontrol plant protection products list was published in the Official Bulletin of the Ministry of Agriculture and Food on 18 October 2017. These products include secondary authorisations and import in parallel trade. Please see the attachment for further details.

www.ibma-global.org/upload/attach-image/listeproduitsphytodebiocontrole171018.pdf

[bjlk] 12/12/2017 12:26

I really thought Eden in conjunction with the new and 'dynamic' powerscourt would put some meat on the bone with the rns's... LTH have become used to managing our own expectations, expect the worst but still hope for a glimmer, do they want to drive the share price so low they self perpetuate their jam next year until it's too late???This company should be flying now, it's so much stronger than last year...but it's not and why is that... no PR and no meaningful rns's...Yet more disappointment in the management and PR yet we move forward positively but no one knows at all...grrrrrrrrrrhhhhhh

[supersonico] 12/12/2017 11:35

Can anyone point to examples of the following qualities in Todays RNS??
Take your time..

Powerscourt

Who we are

Powerscourt is an award-winning independent strategic communications consultancy. From our offices in London and Dublin, we provide trusted advice to the world’s top companies on critical business issues.

Our strength lies in the diversity of our team. A combination of seasoned journalists, City professionals and the brightest industry practitioners provides clients with experience, insight and creativity that sets us apart.

We believe in building long-term relationships and working side by side with our clients, through good and bad times. We have earned a reputation for delivering an outstanding service to both public and private businesses. Some of the biggest companies in the world – from Airbus to BP – rely on our advice to safeguard their reputations.

[astralvision] 12/12/2017 11:17

Agree, the RNS tells us nothing and is a waste of space. They are just giving ammo to the company's detractors by issuing this piece of tosh.How hard is it to put out sensible, clear, informative and timely updates?Perhaps the new chairman can help, but SS seems particularly useless is this respect. If you are a plc then good communication with shareholders is a must. This lot are dismal which diminishes the attractions of the company's tech and products. Bottom draw for another few years. Yawn.

[supersonico] 12/12/2017 11:08

Complete disappointing Nothing Burger of an RNS.
Little point in issuing as it will have little effect on the share price and offers little new info.
Just brings those Thorns who need little excuse to ridicule to the trough.
Company has great potential so I'm still adding at these prices.
If you have nothing to say, say nothing.
If this is the best the lofty Powerscourt PR can do then a refund is due.

[astralvision] 12/12/2017 10:47

no problems AttyG, I read the MW report through thoroughly and there was no mention of a possibility of sales through in late 2018.
As I said, I agree with your other points, Eden are not very good, in fact very poor, at communication and given the slippage that has occured with everything they have ever done, then, imo, it would be safer to pencil in first sales for 2020, and that's with fingers crossed!
You only have to look at the Bayer animal products launch, every year it's going to be the next year and so on.

[attyg] 12/12/2017 10:40

Thanks redhill9 - maybe I need to re-register - I certainly had done so in the past. I've checked my junk folder - nothing there either.

Asratlvision: I no longer subscribe to MW, which I think is a great BB by the way. Perhaps I got that wrong - my memory was that he wrote there is a possibility sales could come through in late 2018, if I am wrong, apologies to MW.
However, Eden themselves wrote in the AR issued 22 May 2017:
"Eastman are aiming to launch CedrozTM commercially in 2019 or sooner, where allowed."
Sooner than 2019 suggested to me 2018, perhaps they were meaning 2017?

Maybe the RNS this morning is code for sales in 2020?

Some may think I am getting cynical - perhaps. Though I remain more confident than ever in the possibilities for Eden Research - so a deluded cynic?

[redhill9] 12/12/2017 10:00

AttG, I received my email notification from Eden timed 07.08a.m. containing a direct link to the RNS on their website. Perhaps you should try registering again as I've never missed a notification since I first registered?

As an aside, I'm also registered free with Vox Markets (voxmarkets.co.uk) where you can select a list of companies and Vox will send you by email a copy of the RNS; useful for companies which don't offer the email notification themselves.

[astralvision] 12/12/2017 09:57

AttyGYou make some fair points but wrt to Michael Walters his first report once the Eastman deal was signed, dated 21/12/16 gave 2019 as the first year of sales.Other than that I agree with your points, Eden could have given so much more detail, with what has been issued you wonder why they bothered. The share price reaction confirms the same.

[attyg] 12/12/2017 09:45

Annual milestones are due from Eastman, why didn't they refer to the payment?
If not paid, why couldn't they have said the amount due - we will be able to see it in the segmental reporting.

Oh well, I guess we'll see the share options awarded to directors in the AR as well as the annual milestones.

Hey ho.

[attyg] 12/12/2017 09:03

Redhill: I can't see it on the Eden website - perhaps my browser is not refreshing the pages? Where is it?

Ah, I see it now under INVESTORS, Regulatory News; whereas I thought it might either be on the Home page and certainly where I (clearly wrongly) go to - MEDIA - Latest News.
Of course having signed up to have all communications emailed to my email account doesn't help - they don't get sent out, well not to me.

Investingisatrickygame:

In last December's RNS, Eden wrote:

Nematodes are a major category of plant pest that cause an estimated $300 million of damage per year in Europe alone. Most major crops are affected by nematodes with particular damage being done in the high value fruit and vegetables segment. This segment of the nematicide market is in the region of $550m globally.

This example of wording continues to make Eden opaque.
$300m of damage and then a market of $550m.
Apples and Pears.


The Eden story is such a good one, yet time and again the Eden communications leave one wondering just what the size is of the total market, what is Eden's target market within the total, what does it reasonably expect to achieve as a market share, and of that market value - what does Eden get royalties on - the end user price, or the wholesale price, which is likely to be half of the end user market value. Then over what time frame.
While 3AEY is now manufactured by toll manufacturers on behalf of Eden and then Eden sells to Sipcam etc, my understanding is that Cedroz will not be manufactured by Eden - so what does this announcement mean to Eden £ wise?
Well I can't work it out because Eden does not provide any indications or information from which anyone might be able to determine the possible impact.

Mind you, having written in the AR in May that:

"Eastman are aiming to launch CedrozTM commercially in 2019 or sooner, where allowed. "

then to write only 6 months later

"The first sales are expected towards the end of 2019."

what do we expect in the way of clarity from the Board.

Come on Eden - why don't you give some thought to making the company more transparent and then you might find PIs stop selling and someone starts buying.

[investingisatrickygame] 12/12/2017 08:23

Possibly Europe is, but let's not forget that they also said "This segment of the nematicide market is in the region of $550m globally" so the overall market is +83% on top of the EU.

So likely chasing the biggest market first.

[redhill9] 12/12/2017 08:20

Atty, good post. The RNS is on the Eden website, that's where I saw it.

[attyg] 12/12/2017 08:04

I am surprised that this has been put out.
Is it meant to stop the slide in the sp?

With Eastman being an important US company, I was expecting them to be pressing ahead with and obtaining approvals in the various states of america. I was also expecting USA to be a bigger market than Israel, Europe and Mexico - maybe that is not the case. Do we assume Europe is the EU, part of the EU or the whole of what is called Europe?

Sadly little clarity there - doubtless intended.

From last year's RNS "Nematodes are a major category of plant pest that cause an estimated $300 million of damage per year in Europe alone." So perhaps "Europe" is the biggest market.

I recall MW initially wrote that sales might possibly occur late 2018 - he must have been advised that was a hope, at least, by Eden, who wrote in last year's AR

"Eastman are aiming to launch CedrozTM commercially in 2019 or sooner, where allowed. "


Now we read that "The first sales are expected towards the end of 2019."

Oh well.

The major positive is that Eastman are indeed moving ahead with Cedroz.

Perhaps its time for Eden to move ahead and place their RNS on their website?

[redhill9] 12/12/2017 07:56

Another step along the path. The final paragraph is important reading for those who doubt Eden's potential - Eastman don't mess around.

[attyg] 12/12/2017 07:49

12 December 2017

Eden Research plc

("Eden" or "Company)


Regulatory progress update


Eden Research plc (AIM: EDEN), the AIM listed company that provides breakthrough natural microencapsulation technologies to the global agrochemicals, animal health and consumer products industries, announces that its distribution partner, Eastman Chemical ("Eastman"), has announced the submission of the regulatory dossiers for its new nematicide, CedrozTM. Cedroz will be a new tool for farmers to control a wide range of economically important nematodes.

The first product dossiers were submitted to the authorities in Israel, Europe, and Mexico for the use in fruit and vegetable farming against root knot nematodes. The first sales are expected towards the end of 2019.

Cedroz is an innovative formulation based on specific nature-identical terpenes and based on an encapsulation technology which was developed and patented by Eden Research plc ("Eden"). Eastman is Eden's exclusive partner for the development and distribution of this product in more than 25 key countries around the world. The favourable toxicological regulatory profile of Cedroz will provide a high level of flexibility on the timing of application for farmers and comfort for the workers. In all regulatory trials completed, no residues were found in the crops at harvest.

Sean Smith, Chief Executive Officer of Eden, said: "We are very pleased with the progress that Eastman has made with the far-reaching registration of Cedroz in their territories. They have proven themselves to be a dedicated and efficient partner, and in tackling such a large undertaking, they are building an impressive platform for the commercialization of Cedroz as an important solution to the challenges that nematodes create for farmers globally".

Guy Van Den Bossche, General Manager of Eastman's Crop Protection business, said: "Eastman is a leading supplier in soil disinfection for high value crops, and extending our portfolio worldwide with this new post-planting nematicide is an exciting step for our customers. The sustainable profile and the agronomical performance of Cedroz offers a solution to the challenges in the soil treatment market and broader societal need for increasing sustainability in crop protection."

[supersonico] 11/12/2017 18:51

The bio is a priori paré many virtues. But is it really better for health? European researchers have addressed this thorny issue, which increasingly divides the scientific community as organic farming gains ground around the world.
In the largest literature review on the subject, published Friday, October 27 in Environmental Health, they identify a series of beneficial effects on human health related to the production and consumption of food without any synthetic fertilizer or phytosanitary products chemical. Above all, they observe a wide range of disorders caused by pesticide residues, starting with adverse consequences on the cognitive development of the child.
Everywhere on the planet, the bio is progressing. It concerned 51 million hectares cultivated in 179 countries at the end of 2015, mainly in Australia and Europe. On the Old Continent, this area reached 11 million hectares in the same year, or 6.2% of arable land (compared to 3.6% ten years ago). In France finally, these figures amounted to 1.8 million hectares on June 30 (+ 15% in six months), and 6.5% of the useful agricultural area, according to the latest data from Agence Bio.
Despite this undeniable boom, research on the health effects of this mode of cultivation is still scarce. "Most of the work on consumption impacts does not differentiate between conventional and organic agriculture. We also face a heterogeneity of data, "says Emmanuelle Kesse-Guyot, one of the authors of the study, epidemiologist and research director at the National Institute of Agricultural Research (INRA) in the research team in nutritional epidemiology (Inserm / INRA / CNAM / University Paris-XIII), the only unit to work on this topic in France.

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