Eden Research Share Discussion Threads

[littlealbatross2] 29/9/2018 11:50

Lykele's Half yearly Report comment, "I am sure that the remainder of 2018 will be another significant step forward towards long-term success for Eden."
A big enough step to test the August 2015 share price of 23.5p ? Or even the May share price this year of 15.75p ?

Super. Talking of steps. I had hoped to see Mrs.1001k in 'Strictly' doing the Argentine Tango to Link Wray Rumble!

[supersonico] 29/9/2018 08:42

Investing,

Did you notice Lykele van der Broek used the 'Costly' word? in the Half year report.

Other Eden correspondence comments describe the investment required to launch a regulated product as 'significant'

Do the TT accounts show 'costly' or 'significant' ??
How?

Incongruence??
………;……̷0;……R30;……230;…………….

Terpene Tech Progress

2011-Aug 2015 Progress?? 4 years

TerpeneTech Licence Agreement and Investment
Mon, 24th Aug 2015

Over the past four years TerpeneTech has developed a number of products using Eden's GO-Eâ„¢ encapsulation system and IP, some of which now form the basis for products in areas outside of the biocides sector, for which TerpeneTech already has the exclusive rights from Eden for certain applications.

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. In addition to the Investment made, Eden has the right to appoint a director to the Board of TerpeneTech and it shall do so in due course.
………;……̷0;……R30;……230;.

Sept 2015- Sept 2018

Half-year Report
Mon, 24th Sep 2018

The development, efficacy testing, and Medical Device regulatory dossier of this head-lice treatment product has been in progress for approximately three years. The launch of any consumer product into a regulated market, such as the head-lice treatment products market, is significantly more complicated, time consuming and costly than launching products into unregulated markets. Thus, TerpeneTech has made good progress in only three years since it was granted a licence to use Eden's microencapsulation technology for head-lice treatment formulations in 2015.
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[brucie5] 28/9/2018 19:53

Thanks Super, I'm not qualified to reach any conclusion atm, though I'm trying to triangulate my information via Mike Walters, who's a long term follower, this bb and the graph. It's very much a story stock in the usual sense of great tech, endless delays in getting any meaningful revenues. It's meant a huge opportunity cost for those faithful enough to have hung onto shares over last five years.

Nevertheless, I'm very attracted by the area in which it works, and the range of verticals, which you mention. I'm also not totally averse to getting heavily involved with story stocks, if I think there's an odds on chance of getting the timing right. For that reason, my triangulation suggests that it might be worth upping my position over the coming days/weeks.

There's also a whiff of excitement around tech stocks at the moment, which could be a sign that the end of the bull market is approaching, if it gets anything like 2k. My largest success for years was TERN, and I'm still wondering whether there is much substance to the sudden inflation of the share price over a couple of months earlier this year. In a has since deflated considerably. So a story well told can be a lot of help. I don't think, in this respect, EDEN is helping itself.

In conclusion, all I can say is thank you and others on this bb. for keeping us interested, but please keep the postings as lucid as possible the likes of me, with little specialist understanding, and a very simple brain.

[supersonico] 28/9/2018 18:41

Brucie5

I don't expect a take over but I expect all TT licences to have been subbed out to Bayer in the Consumer Health and Animal Health verticals and the short order Headlice news from TT could for the first time offer us a glimpse of the submerged part of the Edenberg.

Have a read of my recent posts you will get a flavour and also have a look at post

4159 for a chronological look at Bayer related RNS statements all of which have reported delays that run parallel to the TT Headlice delays.

(We look forward to the launch of product sales in the not too distant future and to working closely with Bayer to extend the sales opportunities for those products and to explore other areas of interest to Bayer, outside of animal health).

and 4580/1/2 …

then decide for your self what TT is spending it's money on and the continued message we get about IP building..how do they square? (Eden's portfolio of granted and pending patents grew to 130 in 2017 from 112 in the previous year)

A trawl thru some posts from further back will give you a flavour of what got me started down this rabbit hole.

Another way I see it playing out is for the three portfolio verticals licenced to three main partners Sumitomo to hold the Crop protection Vertical with Bayer licencing Animal health and Human Health/consumer products going with another partner ...all under the Sustaine branding.

Maybe you will come to an alternative conclusion. I'd be interested in your view.

[brucie5] 28/9/2018 17:50

Haven't spent nearly enough time tending to my modest interest here, but intrigued by your coded messages. Please explain. Are you intimating a takeover?

[supersonico] 28/9/2018 16:22

Tsunami warning.

[weyweyumfozo] 28/9/2018 16:21

Not a bad day so far - now higher than where we were before the Half Year Report selling.

[supersonico] 28/9/2018 15:43

FarmBoyTom..who are the Nutters now???

Monsanto's Role in Roundup Safety Study Is Corrected by Journal

[supersonico] 28/9/2018 15:11

Once the Bayer Rabbit is out of the Hat then we might be lucky to get a decent analyst report on all 3 verticals. Up until now it's been a 1 horse race where they have had to invent all sorts of narrative incongruence to keep the punters awake and invested. A decent analyst report before now would have exposed the incongruences and raised more questions than it answered and if it had not you would have to wonder about the reputation of the Analyst.

The lack of inquiry or comment from certain commentators about TT expenditure is intriguing.

The new Epoch will have it's own character.
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Parked



Natural Products That Target Cancer Stem Cells
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Is This Why Only Organic Fruit & Veg Stops Cancer?

[investingisatrickygame] 28/9/2018 14:46

"This Epoch of Incongruence may nearly be over."

I would say so. But,

How will the Company communicate the significance of the same for the invested and non-invested market to truly understand and to get to grips with the price?

I dread them bringing out game changing commercial announcements with few listening and understanding for what would then leave a totally exposed company by market cap.

Let's hope not.

[supersonico] 28/9/2018 14:38

This Epoch of Incongruence may nearly be over.

[investingisatrickygame] 28/9/2018 14:21

Unicorns can be considered the new "dot-com" startups, a term popularized in the late 90s and early 2000s. In today's business climate, a unicorn is a widely successful company that has attracted venture capital, after which the company is valued (called "post-money" valuation).

hxxp://www.businessdictionary.com/definition/unicorn-company.html

[northwick] 28/9/2018 14:03

Sorry Should read "MM are short of stock"

[northwick] 28/9/2018 14:03

Looks like MM are stock of stock.Someone paid over the odds for 51k. Interesting times

[supersonico] 28/9/2018 11:08

One vertical of 3.. Crop protection has millions of £££; spent by multiple partners on product development, while remaining Two Eden Verticals Consumer Health and Animal Health who have been in parallel delay formation for 4 years are dominated by a company who's expenses in corporate terms are barely breathing.

What other explanation can there be??

Oh yes did I mention our New Chairman comes from Bayer.

Unicorn on the way.

All Guesses all the Time...

[investingisatrickygame] 28/9/2018 10:55

"During the period Terpene Tech made net payments on behalf of Eden Research Plc of which Terpene Tech Limited is an associate, amounting to £75,952 (2016 £1,823)"

What is this for and to whom?

Exempt from audit as private and turn over less than £6.5 million

Your conspiracy theory is beginning to look like fact (yet to be qualified of course)

[supersonico] 28/9/2018 10:00

Investing,

Good to see how much TT are investing in product development since the 2015 agreement.

[supersonico] 27/9/2018 18:45

Last call for the Eden express.

[northwick] 27/9/2018 16:17

super Looks like Mrs101k has indulged herself again today. She must be frisky

[supersonico] 27/9/2018 14:31

"Let's hope he is saving himself for the imminent Bayer announcement".

Well if he does not I'll have to work on another conspiracy Theory.

[investingisatrickygame] 27/9/2018 13:55

Super

"and the 1 year anniversary of Lykele's role as chairman is celebrated by the announcement of.....drum roll???"

Let's hope he is saving himself for the imminent Bayer announcement.

He has been inconspicuous since joining, save his attendance at the AGM. I was impressed by him, but I think he ought to be more visible to shareholders and beating the drum at the appropriate beat. We haven't had one beat yet which is disappointing given our 'inflexion point'.

I wouldn't see such action by him as getting ahead of ourselves. I would see it as being in line with our current commercial progress.

Beat the drum...….please!

[northwick] 27/9/2018 13:54

I hear MM are unwilling to sell stock at 10.5p & have raised their bid to 9.88p. Hope it continues with its upward trend.

[northwick] 27/9/2018 10:12

Nice one SuperI wonder why he hasn't dipped his hands in his pocket to buy any shares yet

[supersonico] 27/9/2018 10:08

'Lykele van der Broek, former COO of Bayer Crop Science and former Head of the Animal Health division of Bayer Health Care, appointed as a Non-Executive Director and Chairman Designate of the Company from 1 October 2017 and Chairman with effect from 1 January 2018'

and the 1 year anniversary of Lykele's role as chairman is celebrated by the announcement of.....drum roll???