Eden Research Share Discussion Threads

[investingisatrickygame] 13/11/2018 14:27

#2019SustaineCommerciallaunch.

Yes, I would anticipate seeing something in this respect and in short order.

[supersonico] 13/11/2018 14:14

Investing,

They are not very good at it atm because they either don't want to or don't need to
imo or NDA.

I'm sure Lykele or Lofty Dibbers could work out how if need be.

#2019SustaineCommerciallaunch.

[investingisatrickygame] 13/11/2018 14:07

Super said

"I think plenty of PR will come from Eastman when they are ready to market the products."

I have no doubt about that, but that will be to growers, farmers, industry players.

It is Eden's job and total responsibility to get the correct and understood messages out to investors. Something they are really not very good at, even if they have great products, great IP and great industry partners, commercialised or about to be.

[supersonico] 13/11/2018 13:22

I think plenty of PR will come from Eastman when they are ready to market the products.

Same for Bayer etal.

[bjlk] 13/11/2018 12:48

Big industry recognition with a huge partner and we get this huge damp squib from the company...We are here to make money and further great tech but it staggers me that they seem ok with not highlighting anything of what they're doing or getting the story out there and building momentum etcThey have till year end for me, then I will reconsider my position The story will not sell itself, where is all this PR etc...

[investingisatrickygame] 13/11/2018 12:03

They haven't explained what it means. That is my main point

[supersonico] 13/11/2018 10:24

1) USA distributor for Mevalone
2) Toll manufacturing in ...Brazil
3)# RNS 13/11/18 Possible best new bio product award for Cedroz (Monday 12th November)
4) Possible update from Eden/Eastman on Cedroz
5) Sipcam new territories
6) Sipcam licence extensions
7) Sipcam/Eden new pipeline products
8) Sipcam success on encapsulation of up to 21 of their own current commercial pesticides
9) Sipcam co-encapsulation of their own pesticides with Eden's active ingredients
10) Milestone and other payments from Sipcam
11) Bayer launch of 4 animal health products in the USA
12) European distributor for Eden/TT's head lice product
13) UK launch date for Eden/TT's head lice product
14) TT launch of Deodorant
15) Update by Eden of TT developed products using Eden's Sustaine technology
16) Possible European distributor for 4 animal health care products in Europe
Sipcam potential appointee to the board of Eden
17) Chairman's purchase of Eden shares as indicated at the June 2018 AGM
Eden update on patents
18) End of year sales indication (late December if as before)

[mirandaj] 13/11/2018 10:20

It was RNS Reach :

[timbo_slice] 13/11/2018 10:17

I agree the RNS doesn't really say anything to the casual observer. Facts figures and revenue are what's needed. Or, a constant stream of this type of RNS to build the story and positivity.

[investingisatrickygame] 13/11/2018 09:37

The RNS:

The purpose of RNS:

The purpose of RNS Reach:

RNS Reach is what should have been released. The RNS reads more like an industry announcement rather than a call to action to shareholders and investors. IF you're going to release an RNS, say what it means! What does it mean that Cedroz has been 'commended' at the 'prestigious Agrow Awards?'

If you can't say to shareholders and investors, whom the RNS channel is reaching out to, what it means, then no need to say anything at all via RNS. Simply use your twitter account for your industry folk and send an email from your web address for those who have opted in!!!!!!!!!!!!!!!!

[supersonico] 13/11/2018 08:43

Tobacco, Sweet potato or Silver leaf whitefly
Bemisia tabaci



There is a growing need for effective formulations against aleurodides. In this sense we propose Cyazypyr ™, a registered name of the active substance cyantraniliprole, a new cross-spectrum insecticide belonging to the anthra-amanamide chemical family.

Classified in group 28 IRAC, it exerts its action on the ryanodine receptors of the muscle fibers of insects. This interferes with the metabolism of calcium ions in the smooth and striated muscles, thus leading the insect to death by paralysis. Cyazypyr ™ is effective on parasitic pungent mouth sucking parasites, such as aphids and aleurodides, but also thrips, while also controlling insects with a chewing apparatus such as beetles and lepidopterans.

Characterized by a favorable toxicological and ecotoxicological profile, Cyazypyr ™ has a wide spectrum of action, showing a marked biological activity against numerous parasites, including the aphid of cotton and cucurbitaceae, Aphis gossypii. Among the aphid of cucurbits, A. gossypii appears in fact one of the most widespread and harmful species for horticultural crops.

[supersonico] 13/11/2018 08:33

Sean Smith with Eastman's Emanuele Medico @ Agrow Awards18

[supersonico] 13/11/2018 07:53

Nutrition 2.0, organic and sustainable: not only food but also wine.



ROME - We are in a historical period in which thought flies more and more often to eco-sustainability, to the bio and above all to the world that will welcome the new generations of a future. It is a future that has gradually conquered the pages of newspapers and the focus of our conversations: we talk about energy resources, sustainable sources and, last but not least, organic food.

According to the data collected on the occasion of the Sana di Bologna and the Nomisma Wine Monitor, in fact, the new generations are more and more attentive to the origin of the products they eat and drink, with a clear preference for organic, green and sustainable foods. The "2.0" nutrition, therefore, will be nothing but the reflection of current (and profound) cultural and economic changes.

Food and new trends: organic food.
The organic market is in fact continuing to grow imposing itself in the niche of the grocery and proposing itself as one of the main solutions for the tables of the future. A success certainly achieved also thanks to the spread of the bio in the large-scale retail trade, which saw an increase of + 15% in the last year, as it allowed the bio to rise from a niche to a product able to reach the masses. In recent years, in fact, products of this type have managed to "get out" from specialized stores arriving at the shelves of all physical and digital supermarkets, such as easycoop.com, for example, allowing you to buy their biological products online.

And despite the price continue to curb the growth of purchases, there are more and more consumers who appreciate this kind of products, not only as ethical and oriented towards a circular economy, but also because they are healthy, nutritious and cultivated with technologies that respect the territory.

Not just food: organic wine is the future. We are not talking only about food: even the wine seems to be destined for a 100% organic and sustainable future. This, at least, is what emerged in Verona during the summit dedicated to the development of eco-sustainable vineyards. With a leap forward in sales, which had already reached + 45% compared to previous years, in this case estimates based on consumer preferences suggest that organic wines will soon have an ever greater weight on the market. An increase supported above all by the Millennials, given that 29% of purchases are to be ascribed to those belonging to this generation.

The reasons why these wines are preferred to others? First of all because they are healthier, as they maintain better the organoleptic properties of the drink and do not possess chemical additives. Secondly, because this absence allows the vines that produce organic and natural wines to be perfectly sustainable for our system, fuelling once again a system of circular economy. From wine to food, the future of our table seems to be directed towards the consumption of organic, natural and sustainable products.

[northwick] 12/11/2018 20:41

Think the twitter link isn't working (or opening).Any chance you could look into this please.

[supersonico] 12/11/2018 19:46

Sean, Alex and Lykele all at Agrow News Awards.



Eastman Cedroz in the Bag ??

Not but Highly commended;

[brucie5] 12/11/2018 10:46

Thanks investing. Previous post referred to the link.

[brucie5] 12/11/2018 10:41

Really interesting to hear that kind of perspective. But then I think you have to account for those investors ( a minority)who really do make money. I can think of a few.

But there are also other simple approaches, once of which would be to see the stock market as essentially income generating. I run a small income fund on behalf of a trust for benefit of a life time beneficiary and have managed to produced growing income stream far in excess of bonds or bank accounts. I trade a very little on it, and have done better on it than on my own shares over time, I hate to say. Mainly because I couldn't afford (on someone else's behalf) to take some of the stupider risks I've felt able to take on my own! And there's always that income.

[investingisatrickygame] 12/11/2018 10:40

I didn't know Jim Rogers, but found a link and had a read.

Brucie5 said

"Buzzing. Is this a farm bet for your guys?

How do you view the risks, and how would you say your analysis has fared thus far, against progress since invested? I don't mean this mischievously, merely as someone who has become very excited about this story, but very cautious around all AIM stories."

Risks:

Regulation, regulatory time frame, user switch from pesticides to biopesticides, thin management with no plc experience, lack of liquidity due to lack of communication, lack of shareholder understanding, lack of visible value on the business

Analysis so far

Not too bad to be fair. On a personal note, mostly understood Eden scenario, but got in too early (October 2016 in my case, having watched it for two years from 2014). I guess that comes back to my interpretation of my perceived risks.

By the way, all of those risks that I perceive are still there. They haven't gone away. Eden cannot alter the first 4. However, they can improve communication (something they said they would do but never have done), they could improve shareholder understanding which would likely improve liquidity, as would valuing the business so that people/investors understood the opportunity.

You are very right in my book when you talk about opportunity cost with capital tied up. Sadly, many here are locked in from years ago, but that won't always be the case. Eden needs to understand that there are 1,000 companies on AIM, all fighting for investor funds and for us there are another 999 choices.

Eden as a company needs to fight harder for investor funds, again improving liquidity. How do they do that? They tell their story properly so it is well understood, so that opportunity is well understood, so that value is well understood.

[supersonico] 12/11/2018 10:28

One alternative to DIY research.

[brucie5] 12/11/2018 09:37

Yes, I am aware of Jim Rogers; but would not want to put more than 30% of my capital in a share. Apart from the risk, in case it halves, let alone gets suspended (however unlikely) there are always shares which will do better, and one's job as an investor is to find them. Plus, there is always a luck factor behind significant moves, which tend to reward those who have diversified sufficiently to benefit from them. So over the last few years there has been tremendous opportunity cost in having capital tied up here.

For the record, I am overweight on EDEN. But then I am probably overweight, and that in itself, is no virtue.

;)

[investingisatrickygame] 12/11/2018 09:23

Who is Jim Rogers?

hxxps://investivdaily.com/how-jim-rogers-saw-4200-returns-in-10-years-how-you-can-to/

[supersonico] 12/11/2018 09:10

I'm a Jim Rogers strategies fan . Need I say more.

Eden is undervalued, unloved and under the radar.

Hard to see a down side atm.

[brucie5] 12/11/2018 08:50

Buzzing. Is this a farm bet for your guys?

How do you view the risks, and how would you say your analysis has fared thus far, against progress since invested? I don't mean this mischievously, merely as someone who has become very excited about this story, but very cautious around all AIM stories.

[investingisatrickygame] 12/11/2018 08:11

I don't mind at all.

With the possible exception of 12, 14 & 15 I think all are due.

[supersonico] 12/11/2018 08:06

Investing,

I hope you don't mind .. I added some numbers to your list.

1) USA distributor for Mevalone
2) Toll manufacturing in ...Brazil
3) Possible best new bio product award for Cedroz (Monday 12th November)
4) Possible update from Eden/Eastman on Cedroz
5) Sipcam new territories
6) Sipcam licence extensions
7) Sipcam/Eden new pipeline products
8) Sipcam success on encapsulation of up to 21 of their own current commercial pesticides
9) Sipcam co-encapsulation of their own pesticides with Eden's active ingredients
10) Milestone and other payments from Sipcam
11) Bayer launch of 4 animal health products in the USA
12) European distributor for Eden/TT's head lice product
13) UK launch date for Eden/TT's head lice product
14) TT launch of Deodorant
15) Update by Eden of TT developed products using Eden's Sustaine technology
16) Possible European distributor for 4 animal health care products in Europe
Sipcam potential appointee to the board of Eden
17) Chairman's purchase of Eden shares as indicated at the June 2018 AGM
Eden update on patents
18) End of year sales indication (late December if as before)