Eden Research Share Discussion Threads

[supersonico] 25/9/2018 22:18

Why you are doffing.

'I doff my hat to you. It looks like you may well be right and was the first to spot it..

[investingisatrickygame] 25/9/2018 18:21

Super,

Elaborate on what?

[quazie12] 25/9/2018 16:50

A nice wee plug from Michael Walters again today. Anyone wanna put a number on the head lice revenues and margins in Year 1 ? Just cannot see it even being worth mentioning tbh. Will the average punter in Aldi or Lidl really give a hoot about the IP behind TT's product versus anything else that is already approved and on the shelf. No, they just wanna get rid of their kid's head lice problem. Same reason the average French Italian and Greek wine producers who need to combat Botrytis aren't going nuts for Eden's natural solution either. The "nastier" cheaper established solutions are still in pole. All this talk about potential market size and Eden's gross annual revenues are still not much more than your local convenience store.

[supersonico] 25/9/2018 16:36

Investing,

Please elaborate..

[investingisatrickygame] 25/9/2018 15:30

Super,

I doff my hat to you. It looks like you may well be right and was the first to spot it.

AND FROM THE NOTES ON GOING CONCERN

"The directors have prepared budgets and projected cash flow forecasts, based in part on forecasts provided by Eden's commercial partners, for a period of two years from 31 December 2017 and they consider that the Company will be able to operate with the cash resources that are available to it for this period. The ability of the Company to continue as a going concern is ultimately dependent upon the amounts and timing of cash flows from the exploitation of the Company's intellectual property and the availability of additional funding to meet the short term needs of the business until the commercialisation of the Company's portfolio is reached."


Eden clearly and understandably has in association with their commercial partners, line level cashflow and revenue projections on Mevalone, Cedroz and soon to be Headlice and 4 animal healthcare products. There will likely be a line for Sipcam too.

This is more than enough to deliver a P and L and gauge a share price based on a variance of P/E ratios.

Share this with the right source to one degree or another and have an independent report written so that we may see a valuation per share on Eden. Sprinkle in some pipeline developments for the same period and the share price should go through the roof. All of this can be done in 2018 as Eden has declared TT is due in a couple of weeks and Bayer is on course for the timelines previously suggested, i.e. 2018

[supersonico] 25/9/2018 14:01

Investing,

'slide 10 with "Collaborative developments and commercialisation with all partners remains on-track with no significant changes to timelines expected'.

aka

4 years of Parallel delays concluding with Parallel TT/Bayer collaborative development announcement?

[investingisatrickygame] 24/9/2018 15:46

Super,

From wan on the other thread

"In my view, Terpene Tech could sit very with, or indeed within, Bayer Consumer Health (and Animal Health). That aside, very content to see Eden/Terpene Tech commercialising the various opportunities within the Consumer and Agro-industry Biocide markets, as opposed to a quick profit from a company sale!

You will see why though that Terpene Tech might be attractive to the "likes" of Bayer (and it's likely that they won't be the only ones interested!) -"

[supersonico] 24/9/2018 15:15

They also told us 2015/16/17/18.

I know where you are going wrong Investing.

Your expecting Eden to do what they say they are going to do in an RNS.:)))))))))))))))

NDA's make things tricky to do that so all they can do is hint and break promises while trying to keep investors om the hook.

4/5/years of clues and incongruence are all their for the diggers but patience is needed imo .

[investingisatrickygame] 24/9/2018 15:03

Super,

I agree, but they told us, firmly, 2018.

Regardless, Sipcam has decisions to make in 2018, so we will hear about this too.

[supersonico] 24/9/2018 14:12

Investing,

I hope it happens in 2018..the TT headlice news sound imminent but nothing else so I'm not holding my breath.

[investingisatrickygame] 24/9/2018 14:08

"Placing wise.. I don't think so but if you happen to be right history tells us it will be a strategic investor who will bring more Jam to the party."

Someone opened this up at the AGM and Sean Smith said (I believe from memory, but am happy to be corrected) that if it happened it wouldn't be at 10p like last time, more like 40p.

I could be way out of kilter here, but that is what I seem to remember.

There is no 40p news in todays commentary, so maybe such news will come in the form of an RNS. Who knows.

Super

2019/2020? Be fair, Eden promised to deliver in H2 2018 on a number of fronts. Specifically, TT, Bayer, Sipcam and I for one expect them to do so.

[supersonico] 24/9/2018 12:27

Pugugly

I don't think it's Jam tomorrow, more like Jam in 2019/20.

That suits me because I think by 2020 it will come served with a nice wholemeal scone and lots of Thick Organic cream.

Until then I and no doubt Mrs100k will feast on the crumbs of less optimistic folk.

But that's the Glass half full attitude I have.

Placing wise.. I don't think so but if you happen to be right history tells us it will be a strategic investor who will bring more Jam to the party.

[pugugly] 24/9/2018 08:36

Sorry to be a wet blanket BUT still very much a jam tomorrow company - Cash burning and (imo) likely to need further funding - but at what price?

Market cap (assuming ADVFN right at approx £20M) and possible annualised cash burn of £2M

Been watching sector and coy for many years but no incentive at this stage to buy.

OK - Why am I wrong (if any thinks I am) and if so target price!!

Have a great week -

[bjlk] 24/9/2018 07:47

It shows sales growing by over 50%... going in the right direction...

[supersonico] 24/9/2018 07:46

Mevalone up 58% but not by as much as we had hoped but 'further sales gains are expected as we expand the "label" for Mevalone to include major new disease and crop targets'. Good % Repeat orders.

No Short order Dates for Bayer Animal products.

TT Deodorant is Where exactly?

Good 'coming weeks' news on Headlice Treatment into 'UK Discount retail market' with Europe to follow.

Finances £2.6m in the bank / Cash burn a little under £1.1m

No further concrete news on Pipeline Animal Health and Consumer Health Verticals except TT Headlice which is now Sans Deodorant so Supersonico Bayer/TT strategy still in play.

Sustaine? where are you

[northwick] 24/9/2018 07:13

Results are out. Nothing to get excited about. TT launch delayed again till the end of the year. Super, Sadly market knew better. Share price did tell us what there was to know.

[supersonico] 21/9/2018 09:57

Eden Tweeting on acceleration of French Biocontrol with French Minister
STEPHANE TRAVERT and Sumi Agro.

[littlealbatross2] 20/9/2018 17:02

LOL Super.
Put Max Bygraves on the turntable......Altogether now, "Tulips from Amster...

[supersonico] 20/9/2018 16:30

They still might be none the wiser next week.

'Yet' is a short order / Coming months word.

eg.. Supersonico.. "are we there yet mum I want to see that idiot Farmer Tom"?

Mum... "not long Super my darling"

or in Dutch

Supersonico.. "are we there yet Lykele van der Broek, former COO of Bayer Crop Science and former Head of the Animal Health division of Bayer Health Care? I want to see that idiot Farmer Tom

Lykele.. "in short order Super my lieve tulp"

[northwick] 20/9/2018 16:23

Confident reply, Super.I hope you are proved right next week. All the private shareholders I know are holding their breaths.

[supersonico] 20/9/2018 14:45

The Market knows nothing. yet