Eden Research Share Discussion Threads

[supersonico] 17/1/2018 05:14

Thanks Northwick & AttyG ..

Insomnia has its Benefits :)

[northwick] 17/1/2018 04:31

Morning Supersonica As always, pleased to read your posts - even this early in the morning. Regards

[supersonico] 17/1/2018 03:00

I assume not yet Investing. But they've been Ticking them for a while now and the EU may have been adding new boxes all the while.

Youv'e heard of the Slow Food' movement.. well Eden spearheads the 'Glacial Share' nomovement..

I'm guessing (as I don't believe we have been formally informed) it may have something to do with recent EU moves regarding Endocrine Disruptors. (I could well be completely off target here..I am poking around in the dark )











Essential Oils and REACH: Commission and industry meet to address registration issues
A workshop held at the European Commission in Brussels on 8 April brought together representatives of essential oils producers from Member States such as France, Italy and Bulgaria, following serious concerns expressed by the industry that the EU chemicals legislation REACH and CLP (Classification, Labelling and Packaging) would hamper the continuation of their business.
The industry representatives made it clear to the Commission that they are willing to comply and to take up their responsibility, but that their substances are not standard chemicals – their properties and composition may depend on many different conditions. In addition, many producers are small companies that will now face complex chemicals legislation for the first time.
The Commission and ECHA welcomed the industry's commitment to comply, and promised to work together with the sector on the development of specific guidelines for the essential oils industry to help companies fulfil their obligations. At the same time, the Commission is also addressing the concerns expressed by SMEs at a workshop in December last year, at which some essential oils producers were present as well, and will propose implementing legislation to address issues like cost sharing and data sharing in the substance information exchange forums which are a typical requirement of REACH.
REACH aims to improve the protection of human health and the environment through the better and earlier identification of the intrinsic properties of chemical substances. REACH also promotes the free circulation of substances on the internal market and aims to enhance competitiveness and innovation. The CLP Regulation ensures that the hazards presented by chemicals are clearly communicated to workers and consumers in the European Union through classification and labelling of chemicals.






Just to get a perspective on how long this has been 'coming' here's a rather optimistic Mike Walters piece from 2011. Yes that's 2011




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

[investingisatrickygame] 16/1/2018 23:30

And are they ticked?

[attyg] 16/1/2018 16:42

Am I the only person to tick up super's posts?
Oh well.
Thanks super

[supersonico] 16/1/2018 15:39

Norhtwick,

No further Farm gate news. Sounded like product was ready but Regulator had a few more boxes to tick.

[northwick] 16/1/2018 14:44

SupersonicaBack end of December you were hoping for 2 retailers to launch TT Products any time soon. Any further news or views on this?I haven't been able to see when TT got their product license. Am I not looking looking or searching in the right places?

[supersonico] 16/1/2018 14:02

US review shows pesticides harm threatened salmon, whales

[supersonico] 16/1/2018 11:26

Direction of travel news.



The Region has just been selected to develop a territorial project on sustainable viticulture and the release of pesticides, as part of the "Territories of High Ambitious Innovation" (TIGA). With this program, New Aquitaine wants to be "the large-scale laboratory for reducing the use of pesticides, taking into account global warming and sustainable development of quality viticulture", says the regional Council.

Stay in 2050 a land of wine excellence
The file brought by the Region brings together the actors of the sector. It is built in close partnership with the world of research (Institute of Sciences, Vine and Wine (ISVV), National Institute of Agricultural Research (INRA), Bordeaux Sciences Agro (BSA), Universities of Bordeaux, Pau and Poitiers ...), all vineyards (Cognac, Bordeaux, Bergerac-Duras ...), Chambers of Agriculture and the French Institute of Vine and Wine (IFV). This is the first project "TIGA" on agriculture. This regional approach is fully in line with the national concerns of the States General of Food (EGA) and also joins the European debates (glyphosate ...). It is based on an economic dynamic of the wine sector, supported by many innovation players (start-ups, clusters, competitiveness clusters ...) and regional academic networks.
This is the first time that so many actors, with such diversity, are mobilizing around the same ambition: to remain in 2050 a viticultural land of excellence, dynamic and attractive for its inhabitants, its companies, their employees and tourists attracted by this destination. The actors of this project now have a few months to develop an innovative action program at the of New Aquitaine. A final selection will retain 10 of the 24 pre-selected projects, with the key to significant funding dedicated to the operational implementation of the TIGA of New Aquitaine.
..............................................................................................................................................

[supersonico] 16/1/2018 11:14

Direction of Travel News.



"Innovation in biocontrol is on the move, and it is accelerating! Is pleased Denis Longevialle, Secretary General of the French Association of biocontrol products companies (IBMA France), during the day "balance sheet and perspectives" of Invenio. The experimental fruit and vegetable station of New Aquitaine had made it the theme of the round table organized on Wednesday, January 10 in Périgueux (Dordogne). The opportunity for Daniel Sauvaître, president of the National Apple Pear Association, to recall that if we must continue to make every effort to ensure that biocontrol solutions develop, we must not believe that we have found the solution to no longer use phytosanitary products. "We do not know how to do without! "Launches the professional manager. According to Franziska Zavagli of the Ctifl, the development of biocontrol solutions is a complex, time-consuming process. "A good fifteen projects are underway, over several years." And Denis Longevialle predict: "In ten years, we will have much more available biocontrol solutions, but also other types of alternative solutions, such as tools decision support and robotics. It will be necessary to combine all these tools in a very pragmatic way. In Invenio, biocontrol is experimented in the different poles, as on strawberry with the fight against thrips thanks to the predatory mite Nesoleius cucumeris. "This is a method that is now being implemented on more than 70% of the above-ground strawberry areas in Lot-et-Garonne," says Marion Turquet, PBI Program Manager at Invenio.

Presentations to member producers
In the morning, the technicians and engineers of the station presented to the member producers the results from the different centers of experimentation. As in chestnuts, including a breeding program of INRA started in 1992 has resulted in three varieties in the process of dissemination, observed in part on the site of Invenio (read "Varieties to revive the sector"). In market gardening, two workshops devoted to field crops and under cover dealt with the topics of soil life and soil diseases, and the interaction between the substrate, irrigation and fertilization. To close the day, Vincent Schieber, president of Invenio, called the professionals to mobilize to be involved in the orientation and financing of the experimentation. The next Invenio's "assessment and prospects" day will take place on November 21, 2018 at the Vinitech-Sifel trade show in Bordeaux.

[weyweyumfozo] 15/1/2018 14:37

It's on their list under household products:

[northwick] 15/1/2018 14:08

Wonder what is the delay in Launching head lice Products by TT even though we were told at the Agm the launch is imminent by the CEO and this too was suggested by Supersonica recently. Also, wonder whether TT will look at treating Bed bugs - recent problem suffered by a British Airways passenger brought this to mind.

[attyg] 12/1/2018 10:26

Well Northwick, I too missed something on my speed reading of the Trading Update RNS

At the end of Sean's quote:
"...we report our full year results for the year ended 31 December 2017 in March."

Although the Dec 15 results came out in March, following the change in auditors to KPMG, I was expecting the results to come out towards the end of May as they typically have done.
I read this as another positive.
I very much appreciate the full year results coming out promptly allowing us all to glean as much as possible about the progress being made.

In the last few ARs and in the June 17 interims, management has spoken to the expectation of product launches from TT and Bayer. I am hoping that in March 2018 they will be able to refer to these as events that have happened.

[northwick] 11/1/2018 16:08

Like us, it appears that the Bod got too excited to notice that Eastman filed for their regulatory approval in December 2017 & not in 2016.

[investingisatrickygame] 11/1/2018 14:50

True, but a whopping 50% of that grape market is in Europe in 3 countries so it has the potential for a material impact and in the interest of balance, either way.

[woolybanana] 11/1/2018 14:26

Eden needs to be in several of the world markets;the chances of bad weather events are thus substantially reduced.

[investingisatrickygame] 11/1/2018 14:11

An issue with Eden right now is that their primary income is 3AEY. Even if we assume this is a global product and Eden via its resellers penetrates the market sufficiently to make a dent, it will always be subject to climate and weather conditions. This we can see from the frosts last year, mudslides, unusual weather at unusual times and more and this will always be an unpredictable variable meaning forecast sales is, in theory, very difficult. Eden cannot control the weather, but the weather can control, to some degree, (excuse the pun. Eden's P & L.

Suppose we have unusual weather again this year in Europe and it affects the harvest for a second year running. Where does this put Eden and its credentials for shareholder investment? Eden can protect their shareholders by declaring volume sales to distributors as these are Eden's direct sales. There is more than one distributor and Sipcam only has a strategic stake of 9.9% so they shouldn't control this piece of communication to the market.

It would be very revealing to know what was sold to distributors in 2017 that they sold on to farmers for in-field use for that season vis-à-vis what the distributors may have purchased as advanced stock for the 2018 season.

Eden needs a big commercial win to hit the accounts this year. Someone who will transform their P & L. Can TT or Bayer deliver this?

If not, then maybe Eden should communicate to the market what their model is for shareholder success that doesn't see investors in their grave before value is delivered!

For anybody interested, this is the way modern tech companies go about growth and value It is 48 minutes long, but towards the end you will understand. Eden is an industrial biotech, yet they are moving, relatively speaking, at such a slow pace to modern day tech (market penetration, usage, shareholder value).

And finally, in regards to the Donald Trump speech at the 'Rebuilding Rural America Conference' regulation being cut, Eden's products are considered 'GRAS'(Generally Regarded As Safe) are they not and so commercial success should be easier to expedite.

[northwick] 11/1/2018 13:23

Supersonica Kind of you to give your observations. May have to hold eden shares for another few seasons(years) to see its value realised. Regards

[northwick] 11/1/2018 12:16

Supersonica What do you make of today's trading statement. Was it what you had expected & hoped for?Your observations will be appreciated.Regards

[supersonico] 11/1/2018 11:33

Bordeaux Season report for 2016



Season report for 2015



Season report for 2014

www.winespectator.com/webfeature/show/id/50915

[weyweyumfozo] 11/1/2018 11:11

Hopefully Powerscourt are paid by the hour - so they shouldn't have cost anything yet!

[investingisatrickygame] 11/1/2018 10:58

weyweyufozo,

I have spoken with Eden many times.

Maybe you should ask why they employ a PR firm which is not a regulatory requirement given your thought's and POwerscourt's visible lack of contribution thus far. I am as frustrated as anyone with this.

I get the sense that Eden is not reaching out to potential new investors. So even with great numbers delivered in the P and L, will existing shareholders have the funds to further invest in Eden AND the confidence to do so?

We could be sat here for years waiting for share price success if the only measure of success is profit

[weyweyumfozo] 11/1/2018 10:50

investinga,

PR hot air is a waste of time and money as far as Eden is concerned, because the market decided long ago that it would wait to see sales and profits.

If you are confident that Eden will come good, take the current share price as a buying opportunity. Otherwise, either don't invest, or sell if you currently hold and come back later when you see concrete figures that provide you with the confidence to invest.

Have you spoken to Eden or TerpeneTech regarding your concerns?