Eden Research Share Discussion Threads

[northwick] 20/12/2017 11:15

Mr Antoine Biron of TT has agreed to have a date mark appended to their web site every time it is updated. Saves all of us time looking.

[weyweyumfozo] 19/12/2017 17:00

It hasn't fallen below the price of the placing that you mentioned. As I said, the sellers may not want to sell for less than the price they paid.

[weyweyumfozo] 19/12/2017 16:47

The November 2014 placing was at 7.5p - the sellers may not want to sell for less than the price they paid, so this could be the approximate bottom.

[supersonico] 19/12/2017 16:37

Or

SomeONE is obviously dumping a tiny % of the 207,064,337 shares in issue and someONE is also soaking up all those shares. SomeONE is clearly building a decent holding having cottoned on to what great potential Eden has and clearly happy to pick up a bargain...and is buying everything being sold.

The sky is falling....run run

[northwick] 19/12/2017 15:34

How long before we see share price below 5p? And wonder what the BOD will do, if anything, to stem the downward spiral - or have they already packed their bags for Xmas break. 65% loss since the AGM. As always, Jam is promised tomorrow.

[supersonico] 18/12/2017 22:38

Hi Northwick..
I put maybe because I'm not sure since posting that it has..I had not noticed that page before but most likely just did not remember it..

Sorry for false alarm...

[northwick] 18/12/2017 21:56

Hi Supersonica Sorry, must be late - but I cannot see what has changed on TT website. Can you please enlighten me?Regards

[supersonico] 18/12/2017 19:04

Further updates on the Terpene tech Site. (maybe)

[supersonico] 18/12/2017 11:04

Note to self;

One can easily become emotionally attached to a share in wanting to be proved correct at the expense of making judicial decisions?

Library;

[redhill9] 18/12/2017 09:45

Fair comment quazie12, it's easy to understand why people became disillusioned but we are where we are and looking forward I see exciting potential.

[weyweyumfozo] 18/12/2017 09:25

Clickable link:



Good article - I didn't realise how common it was.

[paulpaolo] 18/12/2017 08:36

I see in yesterday's daily mail another story about extreme resistance of nits to all chemical treatments hxxp://dailym.ai/2Bw00CS when does the eden product begin usa and eu sales? This could come in from the side and be bigger than the botrytis treatment in terms of profit.

[supersonico] 17/12/2017 22:38

Q12

I'm glad we agree on that aspect of Eden's business.

Sipcam / Eastman/ Bayer / Sumi agro/ LivingBridge / have met with the current management. They are people of a calibre and experience that would not have signed deals or invested if they doubted Eden management would not up hold high professional and reputational standards or could not follow thru with integrity IMO.

They would have done that based on meeting them personally and on the products performance. Both being extremely important for a positive and profitable relationship.

The appointment of Lykele van der Broek is the icing on the cake and the more I read about his previous work the more respect I have for Eden management for being able to attract such talent.

All IMO.

[quazie12] 17/12/2017 20:53

SuperI agree with much of your last post about a corner being turned in terms of its products but the issue is now one of trust and credibility of the BoD and that is what has stopped me re investing and presumably others.

[quazie12] 17/12/2017 20:49

Redhill I believe many PI's lost faith and moved on. No one is buying on a promise and the only way the share price will head north is the company making real profits. I don't subscribe to Jacknife's way of thinking

[supersonico] 17/12/2017 14:47

Hi Investing,
I agree with you when you say "not enough people understand this well enough"
A good many MW readers understand this very well and wait patiently (look at the share holder register..full of Private investors..25% ) or have given up waiting for the Jam, Others want to see concrete progress rather than this time next year Rodney type RNS's

My view is we have turned a corner and the appointment of Lykele van der Broek and the Sipcam investment both positive indicators that we are moving into a new phase of Edens evolution..
.
These times offer great opportunities for anyone who those willing to do research and put the pieces together and speculate. With the share price this low Some might call this a 'Blood on the streets moment' as Buffet said.

Do your research and if persuaded ..Buy on the dips and accumulate. Remember "if everyone agrees with your investment decision, then it's probably not a good one". (Buffet)


The crowd will come later...I hope
,,,,,,,,,,,,,,,,,,,,,,,,,...................................

Xmas Festive game,

Put these mixed up words written by a mixed up fella together to spell out an ill judged prediction .

cash people's out 2017 of Christmas will by other run by

[investingisatrickygame] 17/12/2017 14:32

supersonico

Everything you put up is true and robust. There is no doubt that Eden's products, thus far, are validated by the commercial arrangements with Sipcam, Sumi-Agro, Eastman Chemicals and others. Eden's portfolio will be further validated when the now expected Bayer deal comes through for the US (other territories, who knows) and the Terpene Tech deal for Head lice solutions in the US and the EU(of which the UK is still a part) are soon (as indicated by the Company)are announced.

So commercially in terms of product appeal and the ability to solve the resulting issues, Eden is validated.

Eden then has to deliver volume and have sufficient margin to make a profit. Volume should come given the number of countries involved in the two existing deals and the two further deals to come. It is reasonable to assume that the margin is good otherwise why enter global commercial contracts if they are not suitably profitable.

Being an industrial biotech, Eden's product volume has the opportunity to advance on two basis, 1) product appeal and solution to identified problems and 2) as other pesticide based competitor products come off the approvals list, Eden's bio solutions could grab significant additional market share and fill the void made. That could perhaps mean exponential growth in those product lines. It could also be a mind shift for the industry forced upon them with no choice in the matter. In other words, some of Eden's products could, defacto, be the product of choice. I accept there are other products out there, but Eden is in the right space at the right time and with the support of global commercial players. Bayer is already on the Company presentation, slide 9, alongside Commercially contracted companies Slide 13 talks about addressing the re-registration issues of conventional pesticides too.

So you and I may understand all of this along with others/some others, but not enough people do understand this well enough or even know about this. Eden have themselves to blame for their share price and then their advisers. Professional advisers or not, they are not contributing properly in my book to the actions required to help advance the share price to where it might or should be. This should be a continuous ongoing process to address shareholders at all parts of their investment journey and in doing so, you will put a floor under the share price and then help it grow, especially with the undeniable facts above and all those that you too have quoted.

[supersonico] 17/12/2017 13:48

Bayer CropScience Global COO Talks Biotech, Sustainability, Innovation
20 September 2011


For a company based in Germany - the heart of the anti-GMO movement - Bayer Crop Science shows no signs of backing away from biotechnology, rather they are making significant strides in biotech innovation, writes Sarah Mikesell, TheCropSite.com senior editor.

Lykele van der Broek, Global Chief Operating Officer of Bayer CropScience
"Bayer CropScience is convinced of the benefits of biotechnology, otherwise we wouldn't invest so much in it," said Lykele van der Broek, Global Chief Operating Officer of Bayer CropScience. "We're not just involved in herbicide tolerance and insect resistance, but for the future, we are looking at stress tolerance, heat tolerance, nutrition deficiency and more."

In the beginning, Europe said that the US was a bit of an island with its push for biotech advancements, but it's actually shifted to the other way around now, Van der Broek said. Europe is essentially the island now.

"I find it difficult to understand that a proven technology, with all of the regulatory scrutiny in place before products get approved on the market and that has demonstrated both its benefits and its safety, is not accepted for cultivation in Europe," he said.

When Bayer puts traits on the market in other parts of the world, they have import acceptance and registrations for import in Europe to allow free trade of these products.

"If I were a European grower, I would be upset that I cannot use this technology that all the growers around the world can, because the products from around the globe are imported and consumed in Europe," Van der Broek said. "I hope it's only a matter of time before Europe sees the light; I have difficulty understanding their position."

Given the political landscape in the European Union, he believes it will be a very slow process to get everyone to agree to new regulations that would allow these products in the market.

"I'm optimistic, but I'm also aware that it will take time, patience and continuous efforts, while also demonstrating the sound science and benefits of biotech," he said.
....................................




Bayer CropScience will establish a chief operating officer to further develop customer-based solutions in its regional Crop Protection and BioScience operations. Effective Nov. 1, Lykele van der Broek, who is currently Head of the Animal Health Division at Bayer Health Care, will take over the new COO function. Additionally, the Bayer Subgroup will bring its strategy and business management functions together into the newly-named Strategy & Business Management division to be headed by Rüdiger Scheitza, who is currently in charge of Portfolio Management.
“The establishment of this Chief Operating Officer function enables us to drive forward the closer cooperation of our crop protection and seeds & traits operations on a regional level for the benefit of our customers”, Bayer CropScience CEO designate Sandra E. Peterson said in a press release. “This organizational setup will help us to sharpen our focus on providing innovative solutions for our world-wide customers and speed up the execution of our business strategy”, underscores Peterson, who will become Chair of the Board of Management on Oct. 1.
From Nov. 1, the four existing Crop Protection regions North America, Latin America, Asia Pacific and Europe & Tamecis (Turkey, Africa, Middle East and Commonwealth of Independent States) as well as the BioScience business unit will report to the newly-appointed Chief Operating Officer Lykele van der Broek. Van der Broek, who will report to Peterson in her future Chief Executive Officer role, will also be responsible for Marketing at Bayer CropScience.
At the same time, the company will bring its Strategic Planning and Mergers & Acquisitions functions together into one central unit, namely Strategy & Business Management, to be led by Dr. Rüdiger Scheitza, who is currently in charge of Portfolio Management.
“With this organizational change, we group our key strategy functions and business execution in two powerful units which has global scope and far-reaching responsibility”, says Peterson. “This alignment forms the management basis for further developing Bayer CropScience going forward. It allows us to focus on pursuing our options to grow internally and externally e.g. through specific acquisitions, alliances, license agreements and partnerships.”
.........................................

Xmas Festive Quiz..

Who in 2011 said this?
"Britain in our view is in terminal decline, which means that the stock market as a whole isn't going to go anywhere fast."

[redhill9] 17/12/2017 11:17

quazie1217 Dec '17 - 08:13 - 3023 of 3024
0 0 0
Festive fact 5 eden share price 8.5p

quazie12, yes the share price at 8.5p is indisputable. A reflection of historic slow progress in getting through the regulatory approval process and the very high cost of doing so before reaching the stage of being able to market the products, but much of that has been outside Eden's control (specifically the ponderous EU regulatory process and the subsequent delays in ratification by individual territories).

The key thing to consider now is where will the Eden share price go from here? With all the current product development that has been established, the EU regulatory approvals in place, the major companies onside with Eden and providing proactive support, the extensive and expanding marketing activity in key territories, and cash in the bank do you think the share price will likely go higher, or do you believe Jaknife? There's a dilemma for you to ponder.

[supersonico] 17/12/2017 09:21

Xmas Festive Facts 6.. Golly 'vast experience of growing companies'



Lykele van der Broek

Skills and Experience
Lykele has vast experience of growing companies and working in agricultural businesses throughout the world, including in emerging markets.
.........................................

Lykele van der Broek, Chairman designate, commented: “I have watched the commercial progress that Eden has made in recent years and am delighted to be joining the Company and to taking over from Tom in 2018. This is a very exciting period for Eden and I look forward to helping develop the business further.
...........................

So when some one with such an impressive CV with 'Vast experience of growing companies' chooses to join a microcap company who have nascent deals with Sipcam/Eastman/ Bayer/ SumiAgro/ TerpeneTech , who has 'watched the commercial progress' looks 'forward to helping develop the business further' and the shares sit at 8.5p surely that's the time to fill your boots , is it not ??

Or maybe I'm 'overlooking' something and the real reason he joined was Sean Smiths legendary cappuccino pattern making skills.?? You know Baby boomers can't resist a coffee.
...............................................................

[quazie12] 17/12/2017 08:13

Festive fact 5 eden share price 8.5p