Eden Research Share Discussion Threads

[investingisatrickygame] 20/2/2018 10:43

Supersonico,

Can you distil your post 3327 to show Eastman market share currently, therefore what Cedroz could replace

[investingisatrickygame] 20/2/2018 09:42

Attyg and others,

Sorry to be a drag, but the market cannot recognise what it cannot see. Eden is all but invisible.

There are three markets in Eden

1) Those PI's currently invested

2) City side who are currently invested and City side not invested

3) Those that do not know about Eden, are possibly invested elsewhere and wish to find capital growth, but are not aware of and not invested in, Eden

Each market needs to hear and understand different things. Each market has different strategies and each market will assess an investment/their investment in Eden in a different way

1) Fed up with the share going nowhere and needs to see real growth, financially and geographically which hits the accounts now and will have real value in the share price

2) Possibly fully invested, but City side not invested will need Eden to meet investment criteria to enable them to invest combined with a real vision and some evidence that it is going to happen

3) Needs to hear the full story and opportunity to whet their appetite to stake an investment

[attyg] 20/2/2018 09:17

Thanks for some good posts supsersonico.

I particularly like the recruitment for the post of technical development for Cedroz and your background on the potential market size Cedroz might address.
Of course, the market could expand when it is understood how environmentally safe Cedroz is, especially compared to existing remedies. So bigger still, in my view.

I am confident that the relationship with Eastman will be commercially significant to Eden (and probably to Eastman also).

In view of the focus and investment being made by Eastman with regard to Cedroz, why would Eastman not wish to expand and broaden their relationship with Eden when our IP can assist them in many other areas. I confidently expect Eastman will have a range of products utilising Eden IP.

It is truly ludicrous that the share price is at such low levels.
Eden is developing into what it has said it would - shame it has taken so long and more so that the market fails to recognise Eden's achievements.

[supersonico] 20/2/2018 07:11

Research articles/notes on The Eastman/Eden Cedroz market. Below

The current Eastman soil Fumigant is Metam Sodium & Potasium. This seems to be a product increasingly used since the phase out of Methyl Bromide.
Metam Sodium is considered a Restricted use Pesticide in the US and regulation on it's use is getting tighter by reducing the Maximum allowable Daily level due to concerns over toxicity.

Metam sodium is the third most commonly used agricultural pesticide (by weight) in the U.S.

In 2010 France used 6.5m KG/ Spain 3m KG /Holland 1.4m KG / Portugal 670,000kg /Greece 720,000 KG

Eastman considered a key player ..A very large market IMO

......................................











UPDATE: September 2007
Metam sodium is the third most commonly used agricultural pesticide (by weight) in the U.S20. It is a broad-spectrum soil fumigant that can be used to control plant parasitic nematodes, weeds, germinating weed seeds, and soil-borne plant pathogenic fungi affecting a variety of economically important fruit and vegetable crops. Metam sodium has been cited as a potential alternative to methyl bromide fumigation.












AbstractMetam sodium is the third most commonly used agricultural pesticide (by weight) in the U.S. A spill of 19,000 gallons of metam sodium into the Sacramento River in 1991 clearly demonstrated that a major uncontrolled release can have adverse ecological and human health effects. Furthermore, this incident revealed that estimates of Reference Exposure Levels for the major breakdown product of metam sodium (methylisothiocyanate, MITC) were reasonable with regard to the induction of discomfort. In fact, the irritant properties of MITC seem to account for many of the most commonly reported symptoms in this incident. However, neurotoxicity may also account for some of these symptoms. There is evidence that metam sodium can act as a contact sensitizer in humans, inducing allergic dermatitis. It also may exacerbate or induce respiratory allergy (asthma). The ecological impact of routine use of metam sodium is not clear, but adverse effects on non-target plants have been inferred from modeling studies, and adverse effects on soil microbes have been observed. These issues deserve further study. Human health effects of occupational or routine environmental exposure to metam sodium are not known, but there is limited evidence for immunological (hypersensitivity) and developmental effects as well as irritation and associated symptoms. Animal studies suggest a potential for immunological, developmental, carcinogenic, and atherogenic effects. Metam sodium and some of its breakdown products have a wide variety of molecular and cellular actions that could explain the health effects noted here. However, further studies are needed to relate specific molecular or cellular actions to specific health effects.



[1] The Safe Drinking Water and Toxic Enforcement Act of 1986, codified at Health and Safety Code section 25249.5 et seq., referred to herein as “Proposition 65” or “The Act.”

[sweet karolina] 19/2/2018 23:00

Been a while since I popped in here. I see this cash guzzling fraud is still guzzling cash and going no where.

Supersonico has been out and about trolling other boards again. Sad little slapper was giving virtual blow jobs to another troll, it really was so pitiful to watch superslurpico Slurp Slurping. Did he leave a bad taste in your mouth by announcing that he was proud that he wished someone with cancer a slow and painful death or does that sort of disgraceful scumbag trolling behaviour just turn you on even more?

[littlealbatross2] 19/2/2018 21:37

Investing

A good assessment.
For all investors it is very much a guessing/waiting game.

[supersonico] 19/2/2018 20:47

Application Development & Technical Service Manager, Crop Protection @ Eastman



Date: Feb 16, 2018
Location: Kingsport, TN, US
Eastman is a global advanced materials and specialty additives company that produces a broad range of products found in items people use every day. With a portfolio of specialty businesses, Eastman works with customers to deliver innovative products and solutions while maintaining a commitment to safety and sustainability. Its market-driven approaches take advantage of world-class technology platforms and leading positions in attractive end-markets such as transportation, building and construction and consumables. Eastman focuses on creating consistent, superior value for all stakeholders. As a globally diverse company, Eastman serves customers in more than 100 countries and had 2017 revenues of approximately $9.5 billion. The company is headquartered in Kingsport, Tennessee, USA and employs approximately 14,500 people around the world. For more information, visit www.eastman.com.

The Responsibilities for the AD&TS, Crop Protection role are the following:

• Support the technical development of Adjust in US

• Own the technical development of Cedroz in US.

• Visit and engage potential or existing customers together in conjunction with regional sales and marketing team to determine current and future feed additive needs,
• Liaise with research group for technical support and new product development
• Lead EBME projects around new crop protection projects
• Develop in-depth knowledge base of Crop Protection applications and markets
• Detect and develop new business opportunities for new products/customers/markets
• Detect business trends in the agchem markets.
• Look for cooperation with third parties/universities and for possible acquisition targets
• Provide technical support for regional sales team and customer base, organize trainings when necessary.
• Participate in seminars and agro fairs, including paper presentation when it proves to be appropriate.

[littlealbatross2] 19/2/2018 15:02

Investing

As you know 'Investors' are really gamblers using various strategies in the hope of making a profit in a certain timescale. Some might Day Trade, others might sell out if a 10% profit is reached or sell if a specific target is reached or hold for a set time or hold indefinitely taking dividends and leaving shares to their children etc etc.
If Super is of the opinion that "Investors are fed up of the story and just want verifiable numbers (profit)" then I agree with that stance.
I also agree with you that "The story has not been told"........Ah!, but how to tell the story and who should be telling it to whom? We investors could walk the streets with Sandwich Boards/Billboards like in the American Great Depression advertising Eden or at the other extreme we could have high powered PR companies like Powerscourt do the job for us.For me I think the story will/should be told by Eden's partners in their advertising campaigns.
If Eden did decide to seek an exit strategy at a multiple premium to today what is that premium and more importantly would Eden get it? I would think that some of the Big Boys are well aware of Eden's potential but so far have not been inclined to make a bid.

[investingisatrickygame] 19/2/2018 12:03

Littlealbatross2,

Supersonico is of the opinion that investors are fed up of the story and just want verifiable numbers (profit).

I am of the opinion that the story has not been told (properly if at all) and so investors (invested and non-invested) can't make good decisions.

The narrative, such as it is, could go on and on in Eden's very opaque way.

Eden claims to be an industrial biotech. I recently put up some film showing the changing business model of profit first to mass usage and debt first. This was very much related to tech companies. With Eden's small personnel base and regulatory hurdles, can they achieve either quickly? Their current offering of 3AEY is also weather, dependent aside of sales execution. Eden needs to take this all into account and decide whether to seek an exit strategy at a multiple premium to today and let another pursue the journey, or seek ways to escalate value, keep investors happy and still stay in the game themselves!

They may have already decided this, I don't know, but with the regulatory timeframes and hurdles, what is the win/win for Company and investor and what is the timeframe for the same? These are fair questions to ask in light of what it takes to get product (solution or stand-alone technology) to market. Example, we have heard nothing more about Australia. Example, Portugal took so long and this was out of the hands of Eden. Example, Sustaine(TM) V2 as was in a Powerpoint Presentation some while ago.

When building the investment case in your company, you set out milestones, timelines and values. It happens all of the time. Eden doesn't do this and defacto (there's that word again), goes to ground.

How can you expect to see value in your stock price if you don't tell investors the value proposition. Here is another example. Look at Eden's November and December 2017 presentation on their website

1) Slide 7 - £12 million invested in IP and Registrations. What is the real and commercial value of that IP. Just ball park given how much Syngenta claims a new product and time cost them (10 years and $260 million. The gap is so wide it makes no sense to have such paltry value in the balance sheet

2) Current trials on 5 continents. Okay, let's talk about these to potential investors and paint a vista of what will or might be, fully explaining the latter if this is so

3) 44 countries with IP protection. What's going on there then? These first three give the impression that Eden really is significant, yet we sit valued at £18.5 million MCAP. Hmm that doesn't add up, I wonder why this is!

4) Slide 8. Pesticides and Animal Healthcare global market values. A totally irrelevant slide of values unless this is the market that Eden is seeking a share of in which case we all might as well go home. What is the market value in these categories that Eden can satisfy, in other words, what is Eden's true market size in each area. Make it real!

5) Slide 9. Bayer is associated with Eden's commercial clients arguably giving the impression they are one. Okay, what is the size of the market Bayer will attack with Eden's offering. If we won't answer that question then take Bayer off the slide until such time as there are commercial contracts in place. It just muddies the waters and the expectations.

6) Slide 10. Would the market like to know where the Company is with stand-alone micro-encapsulation as a technology to be sold into other markets? I bet it would so let's paint that picture

7) Slide 11. ' Actives are exempt from Maximum Residue Levels, a key consumer driver in fresh fruit and vegetables' If this is so why is no one screaming out this part of the story in these days of being eco friendly and more. I have never seen Eden or its associates push this benefit into the consumer mindset. Powerscourt? Social Media and the power thereof has the ability to add substantial weight to this cause and to create lobbying, change and more as we have seen very recently in other areas of society

8) Slide 13, 'addressing increasingly difficult re-registration for conventional synthetic active ingredients'. I have not seen one example of this being so, being mentioned as in play, size of the prize etc

You get the point. There is potentially a lot of share price value tied up in subjects like these and more, right now, simply by educating investors in these matters so that they know of the Company, their opportunities, timelines and potential relevant market sizes, regulatory framework moving in their favour and consumer demand for such products and outcomes too.

[littlealbatross2] 19/2/2018 11:06

Good post Investing
"When will the story end?"...as Buzz Lightyear would say...To Infinity and beyond!

[supersonico] 18/2/2018 14:12

It has to be a story with solid figures..

Too many 'this time next year Rodney' promises that do not materialise do not make prizes, however nice the rainbow looks from afar.

[investingisatrickygame] 18/2/2018 13:37

How about those non-invested who could hear the story now? Tell them as the win is now not as far away and is more visible. Existing investors can wait for those numbers!

Powerscourt could have come later and saved corporate money if doing nothing now. You wouldn't take on board staff today if not needed until next year.

It's ironic that, for example, 3 AWAY can prevent waste and yet we exhibit exactly that at a corporate level

[supersonico] 18/2/2018 13:05

Investing,

IMO..Retail investors are not going to come again in any volume until the sales demonstrate sustainable growth whatever the PR narrative.

Eden investors have to see numbers as they have been spoon fed blue sky stories for too long.

However that Blue sky fruit is slowly forming and early signs suggest it's sustainable and could ripen into a juicy fruit.

When it does mature the herd will arrive along with the optimistic and well informed Johnny and Jesica come late backward looking analyst deep insights telling us what we know regarding why the share price has risen and it's imaginary trajectory.

Powerscroft will be needed because the Eden story is not as immediately relatable to body conscious Johnny and Jesica Fitbit.

[investingisatrickygame] 18/2/2018 12:43

Thank you, but I'm not sure it does. I get the future and building for the same, but what about sowing seeds now.

Eden may be sowing seeds commercially.

Eden may be sowing seeds with analysts and institutions.

However, Eden doesn't and hasn't even ploughed the field for retail investors.Without this, they'll be no harvest any time soon!!

[supersonico] 18/2/2018 10:40

Investing,
I found this video very interesting.
At around 33mins his answer may have relevance to your question.

Exponential growth via market opportunity, product evolution , new product development, distributors responding to customers responding to media articles which raise awareness of health issues related to green revolution toxicity.

[investingisatrickygame] 17/2/2018 23:17

Supersonico

Re Trump NEWS

What I do not understand is that if Eden is so ground-breaking and on trend with bio-control products then why isn't someone lobbying on their behalf in return for a slice of the pie? America for example, is a huge market with massive returns available and the ability to influence the American psyche and industry.

Where is our global PR firm in all of this?

What muscles are they flexing or do they need to go to the gym?

Who else is helping spread the word of Eden?

Eastman will follow their own market that Eden satisfies.

Sumi-Agro, where are they? All quiet!

Sipcam too will follow their own markets.

PR is all about spreading the word. Where are Powerscourt?

[supersonico] 17/2/2018 18:34

02/12/2018
Freshuelva organized a conference on Friday, February 2 in Huelva, together with the anti-fungal resistance committee FRAC ESPAÑA. This was held at the headquarters of Ifapa, where different experts have analyzed several aspects of resistance to phytosanitary products in crops such as strawberries.
Daniel Mulas Head of Technology Transfer of Sipcam Iberia and coordinator of Frac Spain, explained that fungicides play a fundamental role in the protection of crops, adding that the loss of a fungicide in current agriculture as a result of the resistance that fungi develop It is a problem that affects everyone. He also explained that FRAC Spain is a national committee of companies in the phytosanitary sector that is part of FRAC International, which works to prolong the effectiveness of fungicides susceptible to emergence of resistance and to limit the losses that the appearance of these resistances can cause in the crops.
The researcher from the Plant Biology and Disease Control group of the IHSM-UMA-CSIC Lola Fernández Ortuño, who addressed the monitoring program of fungicide resistance "Campos de Fresa", explained that the program consists of a field kit, which It allows to evaluate all the classes of fungicides authorized in Spain to combat botrytis disease; and a web application. César Blanco, coordinator of IRAC Spain, added that IRAC Spain's fundamental objective is the development and dissemination of good use strategies for insecticide and acaricide products for the prevention and management of resistance phenomena. And last but not least, María del Carmen Márquez responsible for Good Agricultural Practices in the Business Association for the Protection of Plants (Aepla), who explained that the phytosanitary industry, concerned about good use of plant protection products , invests in programs for the safe use of phytosanitary products and good agricultural practices.

[northwick] 16/2/2018 13:29

Very good post.Wonder whether the new chairman has grasped by now what his other responsibilities are with the shareholders?

[investingisatrickygame] 16/2/2018 13:22

Paulpaolo,

It is a concern isn't it, little or no trading in Eden and the question of why. To be honest, I think the answer is very simple and can be split as follows:-

1) Long standing shareholders in at much higher prices probably feel they have little more to lose so their shares sit redundant. Add this to the 'institutional' holdings as per the published share register information on Eden's website and this likely accounts for an enormous amount of the 207 million shares in issue

2) Assuming the above to be correct, this means that few new investors have come into Eden in any meaningful way

3) A primary reason for this in my opinion, is that Eden chooses not to properly communicate its story and therefore the investment proposition. As a result, few are motivated to buy in and a lot more won't even know about Eden. So, Eden's investment reach is very poor

4) Those that do know about Eden, but have not invested, possibly see it as a slow burn and again, see no impetus or corporate direction to instil an alternative belief

The net and understandable result is no momentum in Eden's share price, a likely vastly undervalued Eden share price and a tremendous lack of investment eyes monitoring Eden.

RNS informs us what has happened

Investor Communications communicates understanding to us and reasons why we should invest and is therefore a driver for the share price

Eden, sadly, only participates (because it is regulatory) in the RNS channel and defacto abandons the share price and those invested who sit on zero gains. It's morally wrong in my book. You participated in an IPO, sold your initial story, raised your money, went back to the market a few times for more money and yet you build no relationship with your investors to feel good about the prospects of making a return.

So people could sell out as you say, but I expect people to stay invested and on any good news that propels the share price, I anticipate a tsunami of selling. This of course, should it happen, would require Eden to consider this eventuality and have a plan for 'others' to mop up those shares and thus have a new share register with possibly a higher floor under the share price.

By the way, can someone please elaborate on one thing that Powerscourt has brought to the table or executed since their appointment 5 months ago. Massively disappointing, but all so predictable and consistent with PR firms appointed. What a waste of money!

[northwick] 16/2/2018 12:23

Thank you providing that link, Supersonica- and, yes, it does indeed say "Sipcam will expand the commercialisation of 3AEY, in Australia, where it will be the exclusive distributor" - but no where does it say Australian regulators have granted permission either to Sipcam or Eden to use 3AEY on its soil.Am I missing a point here?

[supersonico] 16/2/2018 11:46

Norhtwick, Does this help with your query?



Sipcam-Oxon has agreed to invest in UK company Eden Research and has signed several commercial and development deals

Sipcam-Oxon decided to make a strategic investment in UK company Eden Research (Cirencester, Gloucestershire) of some £2.2 million ($2.9 million) and to enter into an agreement for the Subscription.
The above investment comes after a collaboration started in 2013 for the evaluation of Eden’s biofungicide, 3AEY, based on the terpene active ingredients, eugenol, geraniol and thymol, targeted on Botrytis spp on grapevines and a range of additional high-value fruits and vegetables, followed by the commercialization in Italy and Spain in 2016, after granting the relevant registrations.
The above investment comes together with the signature of new collaborations that represent a “significant expansion” of the relationship, as pointed out by Eden:

Sipcam will expand the commercialisation of 3AEY, in Australia, where it will be the exclusive distributor;

Sipcam will have the first option to negotiate for the distribution rights for new plant protection products that Eden develops in countries where Sipcam has an affiliate, subject to certain ongoing commitments and evaluations;

Sipcam will also have the right to evaluate a number of its ais encapsulated using Eden Sustaine micro-encapsulation technology. That includes combinations with Eden’s own ais;

Eden will receive access to Sipcam-owned technologies and R&D facilities.

July 10th, 2017|News

[northwick] 16/2/2018 11:13

SupersonicaAny idea as to why Australia has failed to grant permission to Sipcam to start marketing 3AEY? Any insight will be appreciated.