Eden Research Share Discussion Threads

[supersonico] 13/10/2018 09:49

Questions I have.

How do the various parts of Sumitomo work together. Eg if this new Sipcam 'Tonal' product is Eden related, will it be marketed under different names in the whole Sumitomo agricultural business once it meets regulatory approval in the differnet regions?

How much ££ Toll Concentrate supply to Eastman/Sipcam/ Bayer/ TT/ Sumiagro/ will show in the next results?

tbc

[supersonico] 12/10/2018 17:24

New study links common herbicides and antibiotic resistance.

A new study finds that bacteria develop antibiotic resistance up to 100,000 times faster when exposed to the world's most widely used herbicides, Roundup (glyphosate) and Kamba (dicamba) and antibiotics compared to without the herbicide.

This study adds to a growing body of evidence that herbicides used on a mass industrial scale, but not intended to be antibiotics, can have profound effects on bacteria, with potentially negative implications for medicine's ability to treat infectious diseases caused by bacteria, says University of Canterbury scientist Professor Jack Heinemann, one of the study's authors.




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Mahindra Agri Solutions (MASL), a subsidiary of Mahindra & Mahindra (M&M) has entered into a joint venture with Japan’s Sumitomo Corporation Group to provide solutions in crop care business.
The two entities will set up a new company, Mahindra Summit Agriscience, that will look to offer new generation products with latest molecules to manage pest and insect related challenges faced by farmers.
……….

[supersonico] 12/10/2018 17:09

Good Evening Northwick,

All Guesses all the time.

You should know by now.

[northwick] 12/10/2018 17:03

SuperOne could have easy bought 150k shares at 11.54 all day today. Was Mrs 100k looking to pay less than this?I am just curious why I haven't seen her trade printed yet.Regards

[supersonico] 12/10/2018 15:08

Not yet.. order maybe being filled. She's not Rushin..

[investingisatrickygame] 12/10/2018 14:57

Can't see that she's bought today

[investingisatrickygame] 12/10/2018 13:52

Super,

Maybe. I just think it is a shame that new investors en mass can't buy Eden because they can't properly see what they're buying into.

Heck, you and I ARE invested and even we don't know properly. That's ridiculous and adds an unnecessary and avoidable capital risk that means others stay out of your stock.

The problem is they then invest elsewhere with the result that Eden misses new investment funds for all the wrong reasons.

[investingisatrickygame] 12/10/2018 12:08

33mick,

The approvals will undoubtedly come on a staggered basis. There are 29 countries in which Cedroz is to be approved.

I'd imagine the first will come sooner in 2019 than later and hopefully thereafter, country approval could be running on average at 2 per month.

Will Eastman saying they will likely be in 2019 and then 2020, Eden can know with some certainty the recurring and hopefully growing revenue that will occur during the next 3 years. This is more applicable to Eastman and Cedroz than other Eden products/formulations as Cedroz will, as I understand it, replace Eastman's current offering. On this basis, Eden and Eastman will understand with greater certainty what market penetration they can expect in the 'switchover' and therefore, be a little more certain of their financial forecast for this one offering.

Eden now has in their 3 year financial forecasts a degree of greater certainty over

1) Mevalone
2) TT's Head lice
3) Cedroz from Eastman

When Eden bags Bayer, they will have a detailed insight into forecast income enabling then to produce/instruct a report from one of the many offerings available that will illustrate the value of Eden through their current commercial contracts that are and will be delivering income to Eden during this period.

Shore Cap did this years ago, targeting 79 pence per share. Lower shares in issue, but equally, commercial contracts not signed.

Now we have a few more shares in issue, commercial contracts signed. Pinning a value on Eden will now be easy and more comfortable for Shore Capital, if indeed it was to be delivered by them.

[33mick] 12/10/2018 11:00

Guy's excited....I've read it 3 times now..
So am I...!!

The first approval for Cedroz will be in Europe in 2019 or 2020, followed by the US and Mexico.

Guy Van Den Bossche, General Manager Crop Protection at Eastman commented: "It is an honor to have been selected as Agrow Awards finalist, and we are delighted that the panel recognizes the potential of our new innovation. We are excited about the benefits that Cedroz offers to farmers, with the absence of residues in treated crops being among the main advantages."

The registration files are under evaluation, and it is expected that Cedroz will have a zero-day pre-harvest interval, thereby allowing applications right up to harvest, if desired.

[investingisatrickygame] 12/10/2018 10:08

Morning Super,

So the TT deal is out, no more issues around the validity of TT, UK is good to go and the EU to follow very soon. I'm pretty sure the company has said it in the past it will go to the US as well and yet, our share price is marginally better.

Why?

Well as Attyg would say, things are still opaque. Here is a moment of change and all we have is the obligatory RNS. Not one of choice, but one that you have to do. There are many more RNS's due this calendar year and the Company cannot allow the response to be the same; so mild, so uninspiring to the investment community.

Eden needs to emphasize to the market the importance of reaching this milestone and add some colour to the RNS so that everyone, those invested and not yet invested, but whom we would like to invest, understand what has been achieved and what it means to the Company.

For example, Eden could (should in my book), go back to Proactive Investors, on film where they is greater absorption than the written word, equally, it is from the horses mouth and script out the following:-

1) Who is Terpene Tech and what do they do
2) Eden's relationship with Terpene Tech
3) Products under development with Terpene Tech and a vague timeline, market size & opportunity
4) Discuss the head lice story, its launch (inc distributors) and the joint hopes (note, not expectations) of both parties. Add the same for the EU and the US if applicable
5) The significance of the head lice launch to the TT relationship and the (now) ability to deliver other products to market
6) The significance Sustaine has played in the delivery and efficacy of this product and what Sustaine could mean to consumer health products
7) Eden and TT's goals going forward with consumer health and anything else that they may be pursuing

Always finish on an upbeat, call to action with investors and have them have as excited about the relationship as Eden is.

All investors will then better understand what this relationship is and if done properly, with enthuse about Eden and buy shares in the Company! If I'm not mistaken, this is a reason for the non-invested to invest and yet it isn't happening.

Simple.

[supersonico] 12/10/2018 05:00

Good Morning Tony Peters

I hoped you could add a little more detail to your LSE post 'Moreau family talking Mevalone 10 Jul '18'

as I note the mention of water solubility in the Cedroz formulation and that appears to contradict your statement.
Would you be able to give me some further explanation as I'm no chemist and would like to understand the chemistry or differences here. Thanks

you said;

(There is rumour on ADVFN that Eden Research are speaking with Yara. That will not be the case as nitrates are water soluble and Eden Research do not encapsulate water soluble materials.)

I note that on a recent Eastman post they said;

Cedroz is an innovative, nature-identical product, formulated and patented by Eden Research plc and developed by Eastman and Eden as a post-planting nematicidal solution to the problem of root-knot nematodes (Meloidogyne spp.) in Solanaceae and Cucurbitaceae crops.

Cedroz is a water-based formulation of the terpenes thymol and geraniol, encapsulated in a natural microencapsulation system.

[supersonico] 11/10/2018 18:04

Investing

AttyG post 3334

ALSO FROM THE EASTMAN RNS
Eastman will take on the responsibility for the registration of CedrozTM in each territory whilst Eden retains responsibility for the registration of the active ingredients and will supply Eastman with its product requirements globally.

My reading of that is that we do not operate on royalty percentage of sales but have top line sales of product (surely manufactured by a toll manufacturer) with cost of sales and then a gross profit - similar to the arrangement with Sipcam.

I would have thought it might not be unreasonable to see us gaining, say, 15% equivalent of Eastman sales.
Eastman sales $100m
Eden sales to Eastman $50m
Toll Manufacturer costs $35m

So $50m to Eastman; $15m to us.

I would have thought Eastman would be targeting $100m sales by year 3.
So, by 2022 to 2023 annual sales run rate at $100m for Eastman - and I would expect them to continue growing.

Anyhow, just playing.

Anyway you cut it, this deal is big for both Eastman and us.
My gut is for at least £10m sterling to us in the not too distant.
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[investingisatrickygame] 11/10/2018 16:16

Super,

Eastman t/o $9.5 billion, earning 16% at operational level ($1.545) Source: hxxps://www.eastman.com/Company/News_Center/2018/Pages/Eastman-Announces-Fourth-Quarter-and-Full-Year-2017-Financial-Results.aspx

I assume the Cedroz equivalent sits in the revenue stream "Additives and Functional Products." Source:hxxps://www.eastman.com/Company/News_Center/2018/Documents/4Q17-News-Release-With-Tables.PDF

I can't see where it breaks down further from there?

Do you have or can you see any figures that specifically identify Eastman's Nematicide sector income so that we get a handle on that?

FROM MEMORY, DIDN'T EASTMAN FIND ANOTHER APPLICATION FOR CEDROZ BALLOONING THE MARKET OPPORTUNITY TO $1.2 BILLION FROM THE $550 MILLION IN THE DECEMBER 2016 RNS.

What is Eastman's current share of that $550 million market (to be replaced by Cedroz) and is that product in the current 29 countries that Eden/Eastman is targeting?

[supersonico] 11/10/2018 10:54

New Sipcam Video about the upcoming New Complete Weeding solution which is active 8-10 days after the treatment in case of rainy events.

Tonal as it's called will enter the Market for the next Maidicola (maize growing season) campaign.



Concentrate or encapsulation?

[investingisatrickygame] 11/10/2018 09:31

It's only one day, but turbulence brings fear and fear delivers avoidance. So if markets were to go down, Eden may stay steady, but achieving share price growth from new investors would be much harder in that environment.

The result of that would be share price stagnation and if Eden delivered major RNS's during that period, thus underpinning the company, whilst some may seek out share price value, Eden would likely be undervalued and get sold for a song!

[brucie5] 11/10/2018 08:46

Pretty rock steady in the current turbulence.

[investingisatrickygame] 11/10/2018 08:22

Hopefully, Eden will flesh out the RNS via another channel and hopefully they will approach the Daily Mail and seek editorial after the three articles the Daily Mail has run on head lice this last year.

[supersonico] 10/10/2018 16:45

Brucie5,

It's hard enough to see Bones let alone the flesh, hopefully the 'commercial launch' will give us some marrow to munch on.

[brucie5] 10/10/2018 16:03

Can you put some flesh on the bones of this rns, please. How is this lice treatment likely to impact on bottom line? Great to see a lonely bluey on the folio. L9nh may it continue.

[supersonico] 10/10/2018 10:40

activeinvestors.co.uk/companies/news/206766/eden-research-rises-as-regulators-approve-subsidiarys-head-lice-treatment-for-sale-in-Europe

Put the Pro to the active

[supersonico] 10/10/2018 10:21

One can only hope that the 'Commercial launch at the beginning of 2019' sweeps away some of the incongruence.