Eden Research Share Discussion Threads

[brucie5] 08/8/2018 12:53

Well let's see. 8p looks to be the valley bottom. Directors last purchased at 11p.

[supersonico] 08/8/2018 12:01

Mildew is the scourge of the season for some and parts of Bordeaux have been hit by hail, but France's 2018 vintage is still shaping up to be nearly 30% bigger than the historically small 2017 crop and harvesting could begin early in many areas, says a government report.

[supersonico] 08/8/2018 11:45

IMO Simply more opportunity for accumulation for those with confidence.

This is probably the last time we walk this valley.

[brucie5] 08/8/2018 11:13

Sadly, looks like a rinse and repeat - back to lows. Not yet a share to build on strength.

[supersonico] 08/8/2018 10:52

You could not resist could you?

Welcome Back Mrs100K

[investingisatrickygame] 07/8/2018 16:36

Super,

That is quite funny in a sad sort of way.

If the institutions involved are holding their shares and there is no reason to suppose they are not, then it is as clear as day that a % of private shareholders have no faith, no more tolerance and no more interest in Eden and its share price.

When will Eden learn to pay attention to their shareholder customer base! It is private investors, like it or not. Do they want to see this price action throughout August in the summer break? I guarantee PI's are looking at their smart phones and checking on their share prices, Eden included, whether they are on holiday in the US, India, the med or anywhere else in the world. It is so obvious. So they are still looking and willing to listen, but Eden apparently continues to see no reason to talk. To me it is a crazy management strategy.

For the interest of balance, why doesn't Jak fall on his Nife. Plenty of money in the bank and a deal with Eastman through 29 countries which will deliver valuable revenues and profit to the P and L.

Back to Eden and their advisers. When are they going to paint this picture so that potential revenues and profit during the next three years is understood? Hopefully, when Sipcam and Bayer further commit and hopefully that is within the next 4-8 weeks. These two with Mevalone and Eastman should illustrate what a stupid price we currently sit at and will save some small fearful PI's from selling their shares at these ridiculous prices. Eden could at least help out to save those PI's from themselves!

[supersonico] 07/8/2018 16:03

Poultholm syndrome
Poultholm syndrome is a condition that causes Eden Research hostages to develop a psychological alliance with their captors as a survival strategy during captivity. These feelings, resulting from a bond formed between captor and captives during intimate time spent together, are generally considered irrational in light of the danger or risk endured by the victims. Generally speaking, Poultholm syndrome consists of "strong emotional ties that develop between two persons where one person repeatedly fails to deliver on promises made to the other." The FBI's shareholder Hostage Barricade Database System shows that roughly eighty percent of Eden shareholders have become so accustomed to the psychological state of disappointment that has become so deeply habituated in them they would rather Eden not deliver on promises or sell up for fear of disturbing euphoric feelings which they have seen among some other shareholders. Their only protection against such fears is to sell, thereby hoping to replicate those year in year out familiar and comfortable feelings of regret and disappointment when they realise they have sold prematurely.

[northwick] 07/8/2018 15:20

Wonder what has spooked Small investors to sell out?Could it because Eden has once again failed to delivery what it said it would in the last Agm?

[supersonico] 06/8/2018 16:08

Low hanging Stop losses being hit for a reason Fraudyboy.. I wonder why.

When the RNS lands we won't hear from Fraudy again just like his unbelievably useless SEE call.

He said sell/avoid SEE at 5p ..it went to 14p LOL

Bless him, he never was that Clever.

[investingisatrickygame] 06/8/2018 15:57

TT's strategy could be a load of guff.

What have they delivered thus far?

Why is Eden allowing this situation to continue?

What is the size of the TT prize?

Could TT effectively be the R and D ultimately for Bayer?

They may have achieved a lot internally, but they have commercialised nothing.



IF Eden has all these RNS's lined up, how is Sean Smith going to sell Eden to the investment community to get them to realise that value is (for example) £1 and that investors can feel comfortable buying up to 50p? That for me is a big question. How is Eden going to sell the investment proposition when all these RNS's drop. The same people will be listening, but who new will drive the price.

Eden has a poor record of selling the Company and its share price to the investment community. How is that going to change? We can place our faith in Lykele, but to be fair to him, he has been in 'big business' and not small cap AIM.

Eden should plan for these RNS's and how they will effectively sell the investment proposition so that the share price drives up to reasonable value. Imagine releasing this game changing RNS's and no change or material change to the price. That would be a disaster.

Institutions will buy when the price is higher and the RNS's have confirmed Eden's commercial standing, but I bet it won't be them driving the share price up.

[supersonico] 06/8/2018 12:35

Investing,

Writing to Eden is a good Idea but given the NDA that I suspect they are working with I doubt I will get anything concrete in their reply.

If we assume that they are indeed applying the same model to TT as they have to 3AEY with the development of toll suppliers and their transition to supply and distribution agreements.

Then how does that apply to TT and Bayer?

Will Lykele be the interlock between TT and Bayer for the Animal Health / Human health and Consumer products divisions while Sean develops the Agricultural division?


The agro chemical side of Eden is progressing relatively well when compared to TT so bringing in Lykele for Ag seems unnecessary which supports the idea that he was placed by Bayer to advance/ coordinate Head up etc a Animal Health / Human health and Consumer products division.

If TT have sub licenced to Bayer then Eden receive 29.9% of those royalties but if TT have set up the Toll distributors in the same way Eden have with Ag then that's 29.9% of a bigger number.


Does that sound plausible?

'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.'

www.terpenetech.com/company/

[investingisatrickygame] 06/8/2018 11:52

Super,

Have you posed your thoughts and questions to the Eden BoD's?

If not, do so I'd love to see how they deal with that questions(s).

With Sipcam working on co-encapsulation, I wonder if this is now interwoven too in terms of any break through's and the subsequent effect/benefit to TT and Bayer.

What you discuss is far from nonsense as far as I'm concerned. However, if it all comes to be, the resulting RNS would be of such magnitude that I wonder if Eden would even survive. More likely an amalgamated RNS or separate RNS notifying that a bid has been made for the Company.

I can't recall the exact phrase, but somewhere on their website they stake their claim to one day be the world's leading industrial biotech, in their sector. I'm sure you'll find it.

To deliver your suggestion, would, in my opinion, be enough to take Eden out allowing ANO to go forth and pursue that goal.

Maybe Lykele has been brought on board to help manage this transition, if and when it comes. By your synopsis, that could be very soon.

[investingisatrickygame] 05/8/2018 10:44

Super,

The only reason we are having this debate is because Eden is so opaque!! I borrow that word from a friend of mine :).

The reality is true though and that is why the share price is where it is. Less mist, more visibility, the more aligned will be the share price. Who wouldn't want that?

[investingisatrickygame] 04/8/2018 22:23

Super,

it is all quite elaborate which I'm sure you'll agree. By the same token, to me at least, it's quite logical.

Is it really possible that all of these potential deliverables would come together in one mighty RNS and all going to market at near enough the same time? As you say, many of them appear to be subject to a lower bar of approval so why so long.

Even if Eden did announce such an RNS, the 'market' would struggle to comprehend the value of such an announcement unless Eden announced the size of that prize.

What would add value to that would be if your suspicions became reality and Bayer effectively took out TT and thus delivered value back to Eden for their 29.9% stake. Equally, if Bayer took a stake in Eden and became the sole beneficiary of this technology for say, the agrochemical sector.

Someone has to put a value on Eden and Shore Capital and Eden seem to me at least, to be reluctant to do this. Why?

[supersonico] 04/8/2018 19:24

3AEY / 3LOGY Sumiagro/ Sipcam / etal
Nematicide Cedroz Eastman

Head-lice TT
Fragrances ??TT
Wound-care ??
Food flavourings??
Odour neutralisers TT
Active ingredient supply ?? possibly TT under alternative heading.
Agro-industrial applications TT
Consumer applications ??TT
Oral Care TT
Deodorants TT
Human hair care??
Four Companion animal products Bayer

14 ships leave.

2 receive Millions of pounds in post approval development and testing by global companies after jumping High bar EU regulatory approvals regime

12 non agricultural applications are subject to years of delays in lower bar regulatory and Non seasonal testing environment and who's delays run parallel to Bayer product delays.

In 2015 Eden invest in the slowest ships TT who between 2014 and 2018 have almost commercialised approx 10% of it's product pipeline.

'Given the progress that TerpeneTech is making and in order for Eden to take a bigger share of the potential future value that will be derived from this relationship, it was agreed that Eden should now take a strategic stake in TerpeneTech'.
.

[investingisatrickygame] 04/8/2018 16:09

Again, I can't disagree. Lets hope you're right and Bayer launches (effectively), head lice, deodorant, 4 animal health care products and co-encapsulates with Eden for their 9 agro-chemicals coming off patent with annualised revenues of $1.57 billion.

Go global and might that offset/distract from the Monsanto debacle they've purchased!

It's a lot to ask, but brilliant if you're right.

[investingisatrickygame] 04/8/2018 13:53

I get that and I don't disagree with your theory. Head lice and deodorant due. They could merely find a well placed distributor to go worldwide.

Personally,I think Sipcam and co-encapsulation has greater potential to re-rate the company and engage Bayer.

[supersonico] 04/8/2018 13:42

Investing,

Take one part of that big If.

Look at TT



What do they mean by 'World Wide'?

and how did they get World wide approval on the cash they have ?

I don't know about these things but my understanding is it's expensive and TT don't appear to have the means to achieve commercialisation for the 12 plus products unless that is they are doing it in a piece meal fashion but that's inefficient and contradicts Eden's effort to extend patent life and optimise profits, Does it not?. Overall it would be far more profitable would it not for TT to either Borrow a load of cash or have Bayer do it?

[investingisatrickygame] 04/8/2018 13:27

That's a big if

[supersonico] 04/8/2018 11:08

Investing,

Under a super secret NDA they have to be lofty and Incongruent.

You can wish all you like for a Holistic approach but if they've got Bayer's boot on their jugular that's not going to happen.. their hands are tied.

[investingisatrickygame] 04/8/2018 10:44

Super,

We'll see.

I just wish Eden would be a bit more holistic in their approach. Shareholders are part of the 'whole'.

I don't know a shareholder that is not totally frustrated with the Eden approach, even if they believe in there being an end result for shareholders.

As I posted on LSE, Eden needs to illustrate the size of the prize. That will certainly help the share price to move in the right direction.