Eden Research Share Discussion Threads

[supersonico] 06/11/2018 16:21

Something you do when your being hunted by Allosaurus.

[timbo_slice] 06/11/2018 16:08

What's hiding ?

[supersonico] 06/11/2018 15:38

Mrs100K is looking forward to a motor with more Horse power but is hesitant about replacing her Patti Smith Cassette. Still it's has been beset with engine problems ever since she bought it, so looking on the bright side she won't have to rely on the AA to get her started on those frosty mornings, plus adjustable Electric windows and mirrors will be super convenient when she goes Island hoping with her Man.

[investingisatrickygame] 06/11/2018 15:30

Why don't Eden go into the car market and encapsulate fuel for slow release. That would work for me :)

[northwick] 06/11/2018 14:34

If the share price is static and does not cross the 15p barrier, I will have to consider buying a new folding bicycle. Keep me fit if nothing else.

[littlealbatross2] 06/11/2018 13:13

Northwick

May I ask you what your dream car is? If the share price doesn't get a move on my dream car will have to be a second hand Trabant.

[investingisatrickygame] 06/11/2018 11:14

50p by year end would be on the right track. 17-20p would be a disaster. An example of how worn down people are with their expectations are 5 years of the share price going nowhere.

Super,

Sent you a message.

[northwick] 06/11/2018 11:01

Gm 20p is my target by the year end. Any more would be a bonus.Some I know are even talking about 50p by year end. £5 would buy me my dream car & a bit more.

[littlealbatross2] 06/11/2018 10:41

WOW AttyG "An share price of £5 plus in less than 5 years." Sure you're not being a tad pessimistic?
Some other wag on here 'predicted' 100p by 01/04/2019.
I'll stick with my 17p by the end of this year.

[supersonico] 05/11/2018 22:31

Investing.

Have you worked out what's hiding in plain sight?

[investingisatrickygame] 05/11/2018 20:56

Its past Autumn. The flowers and the leaves should have fallen off. All should be clear and visible :)

[supersonico] 05/11/2018 15:03

Investing,

In my mind these two positions are perfectly aligned. One's just a bit more flowery than the other.

'A. Because they know what's coming and so do we, Eden are just not spelling it out just yet'.

'Not quite sure how you can make that statement when you talk about incongruence, smoke and mirrors, edenbergs, TT and Bayer parallel delays and more'.

[investingisatrickygame] 05/11/2018 14:53

AttyG,

Yes, that is what I am saying. Eden's value is so misaligned its almost inconceivable that management and advisers can continue to let it be so (in my opinion)or at least not try and align the market to real value (in my opinion).

Super,

Not quite sure how you can make that statement when you talk about incongruence, smoke and mirrors, edenbergs, TT and Bayer parallel delays and more.

Institutions may know what's coming, supersonico may know what's coming, but hasn't management been saying that for 3,4, 5 years and hasn't that been the basis of your own frustration and argument.

Based on history, one might think it could be another 3 years, even though Eden has said 'this year' for Bayer. How many years have they been saying that for.

Also, with the greatest of respect to our Chairman, where is he? We have had radio silence from Lykele for 11 months which is disappointing given his background, his achievements, his directly related corporate experience and the fact that he was so nice and impressive at the AGM.

Why is this asset, our Chairman, not visibly being used to better the share price for all?

[attyg] 05/11/2018 14:38

Investing,

Are you saying:

why should Nano, with a turnover of a little more than £3m and a profit of negative £7.4m have a mkt cap of £128m
and Eden with an outlook greater than Nano (in my view) turnover of £3m plus and break even for Dec 2018 ( my view) with a profit of say £10m in 2019 due to Cedroz; 3AEY kicking off big time; Bayer promoting their new animal health products; TT succeeding to take a decent size of the head lice market, plus new products - see their site; plus milestones for what I expect to be multiple co-encapsulation deals with multiple partners.
Hmm, then I don't know, other than to say the market often throws up opportunities.
If ever there was a time to buy Eden, it is now.
One day the pendulum will swing the other way and over value Eden. For what it's worth I shan't sell then either. I am here for a personal life change to my wealth. I will stick my head out and say I expect a share price of £5 plus in less than five years. I will still be holding.

[supersonico] 05/11/2018 14:12

Q.How can those current invested "institutions" be happy with that and not be challenging management?!

A. Because they know what's coming and so do we, Eden are just not spelling it out just yet.

We are aligned with institutions imo in that we probably know or in my case think we know as much as they do thru our research and guess work but the average punter is in the dark and has not got the confidence or risk appetite to buy in until Eden spell it out and earnings show growth potential . Then the herd will arrive and more institutions and the share price will multibag.

I hope

[investingisatrickygame] 05/11/2018 13:52

Super,

I think it's very easy. Mevalone, Cedroz and headlice today on a three year projection is worth more than £25 million mcap. Why doesn't Eden support this?

Strip all other possibilities out, Eden is not a 12p stock.

Those commercial deals are in the public domain. Let an independent write up their worth.

Eden cannot keep underperforming.

A 5 year view of Eden's share price dating back to 2014 shows Eden's share price to be the same.

How can those current invested "institutions" be happy with that and not be challenging management?!

[supersonico] 05/11/2018 10:41

Investing,

You ask, 'Why is Eden choosing not to get this message across to the market'.

What's your assessment of why a company would 'choose' this course of action?

Looks to me like The Lofty and Surprised Mr Incongruence Simon Breakwell himself is running the show ready for a 2019 crescendo.
////././…././///.,,,/./

[investingisatrickygame] 05/11/2018 10:34

From March 2018, interview with Proactive Investors. It's worth listening to again!

Mevalone US?

Sipcam using Sustaine to solely encapsulate existing pesticides for better control and results

Sipcam encapsulating pesticides with Eden's active ingredients for a blend and reduced toxicity

Eastman and Cedroz, a global market for Nematicides of $1.Billion p.a.


Where is the report assessing value in Eden showing the known revenue stream sources over the next 3 years?

Mevalone (and all its other trading names)
Cedroz
Head Lice

Source of report? Well there is Edison and also Hardman & Co. Shore Capital are not writing such a report so why is one of these two not doing so?

As and when Bayer comes on board, Sipcam deals announced and anything else, the report can be updated and in then we have continuous information flow which is both good for sentiment and good for shareholders and the share price.

An RNS is a regulatory requirement to be released for price sensitive information and for the half-year and annual reports.

I could argue that with Mevalone, Cedroz and headlice locked in, it is unreasonable to assume Eden is worth £25million. In fact, if their assessed value exceeds a market capitalisation of £25 million plus the patents that Eden holds then it is incumbent of Eden to put this information in the public domain via, possibly, one of the two companies mentioned.

What is not reasonable, is to let the share price languish at such low levels when the projected income from the above will deliver a much higher company value than today.

Eden we are told is an industrial biotech.

Tech companies are assessed on their future income, SaaS companies are assessed on their future income.

Tesla is worth billions more than its production competition who are churning out far more vehicles than Tesla and the reason for the higher valuation is the anticipated future sales combined with the excitement of this tech car that runs on electricity and when driving is good for the environment.

Eden's products are good for the food chain
As a result those foods should be good for the consumer
Eden's tech innovation delivers better and healthier crops for the farmer
Eden's tech innovation reduces the working hours for farmers, presumably their wage bill and much more, so less labour intensive
Eden's active ingredients and tech innovation provides insurance to farmers and insurance and peace of mind to consumers because they are exempt from Maximum Residue Levels
Eden's tech innovation can support existing pesticides and protect Agro-cemical companies future revenue streams
Eden's tech innovation can support and innovate existing Agro-chemical companies through co-encapsulation (soon to be confirmed via Sipcam we hope) for extended product patent life with reduced toxicity yet equal in-field results, if not better


How is Eden not getting this message across to the market to get fair value to the share price?

Why is Eden choosing not to get this message across to the market.

If you have to release an RNS based on regulatory controls, then surely the Company or their broker has to action a report that puts the above information and value into the market place for all (not just the Company) to understand.

Eastman, TT and Mevalone are done deals. What does a three year assessment/projection show the value of Eden to be today?

[supersonico] 05/11/2018 09:02

Good Timing wouldn't you say?

VICTORY: End of metam sodium pesticides in France



The National Agency for Food Safety, Environment and Labor (ANSES) has announced today the withdrawal of metam-sodium pesticides
After the ministerial decree of October 26 by the ministers of ecological transition and solidarity, solidarity and health, economy and finance and agriculture and food, suspending until January 31 2019 the use of products containing this active substance, ANSES "closed" the file by making this 5 November an opinion to withdraw from the market all commercial products containing this active substance.
It states that "the risks to human health and the environment associated with each of the uses of the products, taking into account their conditions of use, have been assessed. After reassessment, ANSES concludes that all of these uses represent a risk to human health and the environment. ANSES has just notified manufacturers of its intention to withdraw the marketing authorizations for all metam-sodium products. "
"It took dozens of cases of intoxication this fall, which will have been publicized so that this decision finally falls! Remember that Générations Futures and PAN Europe had already denounced, almost 10 years ago, the problematic use of this dangerous pesticide! Despite the dangers known at that time, metam-sodium had been approved at the European level in 2012. This case goes well up the major failures of the system of approval of pesticides at the French and European level, a system which maintains on the market very

[sandcrab2] 04/11/2018 15:49

What I don't understand with this share is that the starting gun went off 3 years ago to sell Edens product in Europe- France, Spain, Italy etc, described at the time as transformational, and since then basically RADIO SILENCE

WTF?

And now it seems we are waiting for yet further regulatory consents

And on, and on it goes

[investingisatrickygame] 03/11/2018 16:30

Yes, Eden are very confusing in their dissemination of information, such as it is.

It is and equally should be for them, very, very easy to break all of this down for their audience to understand, first time. Whatever happened to getting it right first time.

Sean Smith said in his panel discussion with Pam Marrone and Bayer earlier this year that this is a very difficult subject to understand, even for those in the industry. Well fair enough, so how about making it easier for those that are just looking for an investment return and at a higher level, understand that Eden could be significant, but at a granular level, don't understand it as well as those working in this environment.

Look at this, Eden's Investment Case
hxxp://www.edenresearch.com/investors/investment-case

I could pick holes in my and others understanding of this all day. Here are a few examples of not understanding Eden's Investment Case

1) OUR MARKET - Is Eden saying they are shooting for a share of the $76.8 billion Pesticide market? Way to vague isn't it. What share and area of that total market are they targeting. If I knew this I would understand this part of the investment case. This has been pointed out to Eden several times and it still hasn't been changed/clarified/defined

2) OUR PRODUCTS - Tells me what they are and what issues they address, but nothing again about the size of the opportunity and therefore the validation for the investment case. Features of products e.g. lack of pesticide residues does not explain the investment case

There's too many points to mention on this tab from Eden, but you probably get my point.

I do not know one shareholder directly or indirectly from what I hear that is not frustrated with Eden's lack of visibility, explanation and disclosure to shareholders.

Even worse, I believe Eden is aware of this collective frustration.

[supersonico] 03/11/2018 14:52

Investing,

Good to see it's not just me trying to forensically decipher the Eden Mud.

The Supersonico Guide to Eden definitions aka The Five Year Dance.

'Not likely to be a ‘blocking̵7; investment = will block a Take Over imo
'Not Likely' = Likely
'in the coming months' 'later part of 2014-2018' = Early 2019
'Short Order' = 7 or more months.
Every Consumer Health/ Animal Health and Sipcam Non 3logy RNS statement from 2014-2018 = Read Early 2019.
North America Deal but lets 'all' keep quiet about EU and other muddy elephants = Worldwide

[investingisatrickygame] 03/11/2018 13:50

hxxp://www.edenresearch.com/~/media/Files/E/Eden-Research/documents/reports-and-presentation/agm-presentation-2017.pdf

Slide 11

Why would Eden say Sipcam is not likely to be a blocking investment? A blocking to what? Did Sipcam then know what was coming down the road? Is something bigger coming and if so would Sipcam facilitate that relationship?

What is meant by building Eden's asset base'?

And here again is the biggee

"Grants Sipcam the right to evaluate a number of Sipcam-Oxon Group’s
active substances encapsulated using Eden’s Sustaine
microencapsulation technology. This includes combinations with
Eden’s own active ingredients." Circa 8 weeks to go.

Has Sipcam-Oxon successfully encapsulated their own active and commercial substances?

Has Sipcam successfully co-encapsulated with Eden's own active ingredients? That's a massive door to open and a massive RNS if it comes. Transformational I would say :)

What about those territories where Sipcam has an affiliate? China, Brazil, Argentina!!!! Will the distributor for Brazil be jointly announced with toll manufacturing in Brazil?

And finally, Slides 16 & 17

Where are we with that $4.2 billion seeds market opportunity. Endorsed for 2016 & 2017 and re-iterated at the 2018 AGM. Might we get an announcement on this too?

[supersonico] 31/10/2018 17:25

Quiet possible, who would blame them.

But at 50p the picture will be more three dimensional I suspect and a lot more of the EdenBerg will be exposed.

[investingisatrickygame] 31/10/2018 16:32

I'm not suggesting an exit at 24p, but money will come off the table at 50p for sure.

Eden's share price needs to leapfrog that and maintain higher.