Eden Research Share Discussion Threads

[brucie5] 27/11/2018 16:13

Northwick,

GCM not a share I follow, but, I would offer up the analogies of VRS (from 20-180p. inside 18 months)and IQE (30-180p).

I think EDEN has the same promise, to get us to £1 at least.

[northwick] 27/11/2018 16:09

GCM up 150% todayWonder if Eden will have such a rise!!!!!

[brucie5] 27/11/2018 15:49

PS. Please understand I see this all somewhat with the zeal of the convert. My position is now, for me at least, substantial, to match my excitement. And hence my understanding of the share is likely to be crude, compared to the several seasoned campaigners and pundits, whose posts here, and on MW I have been reading and re-reading.

Feel free to correct anything/everything I say!

[brucie5] 27/11/2018 15:45

Can we start modelling what we need to get to 30p, 50p, 1.00. Current mcap 25m.

sp at one pound = mcap of c. 200m. Earnings at a PE of 25 = 8m.

This is my target. As an absolute number, 8m is chicken feed, though given the fact that there is still an attributable loss, with b/e pencilled in this e/y, earnings need to ratchet up swiftly over next 18 months. But these are the visible prospects, never mind the products we can't yet see, because under development. As to PE, what figure do we choose? If, as we suspect, the applications of Eden's technology start to multiply across pathologies and plant species, then a PE of 25 will look modest. Plus, somewhere, somehow, sometime, we may assume one of more of its partners will be running its eye over the prospective figures for each sector.

(Edited)
Four partnerships in three verticals:

Mevalone (for Botrytis): already selling c/o Sumi Agro through EU and Kenya. With Sipcam pursuing the rest of the world.

Cedroz (the big one!): c/o Eastman over 2019/20. Submitted in June this year for US, and sought for 29 other countries.

Human health: lice treatment c/o TT starts in UK this December, followed by EU from January 2019

Animal Health: 4 products c/o Bayer launching over 2018/19



Over a two year window, to December 2020, would peeps like to suggest attributable profits to each of these, so we can start some realistic modelling?

Let the fun begin... please.

[northwick] 27/11/2018 15:40

MM are currently bidding for stock at 12.6p and offering 50k at 13.4p.Large spread!

[supersonico] 27/11/2018 13:42

Northwick,

SEE yes down from 14p following drop of Fleet projection which were anticipated to provide higher incomes while Auto builds towards 2020/1 when Auto wins will start to contribute strongly to bottom line.

New Chairman and New CFO. Building solid base for growth imo

My Current view is positive, good buying opportunity imo.. Good long term prospects, Aviation and Rail news due soon. Anticipated Toyota and FCA news possibly postponed after Regulators pushed back dates on driver Monitoring to 2022 from anticipated 2020.

Worth looking at @Semicast on Twitter and LSE board Seeing2020/ Lewbo18

[northwick] 27/11/2018 13:25

SuperYou had previously mentioned Seeing (see) and I notice the share price has come back from 15p to 5p. They did release some good news yesterday.Your current view?

[supersonico] 27/11/2018 11:39

Has someone lofty been a little preoccupied lately? Distracted one might say.

Has Sustaine Global Launch on his mind ? or Drip Drip?

[supersonico] 26/11/2018 12:36

They have had plenty of time to make those plans imo.

[investingisatrickygame] 26/11/2018 11:51

Super,

"They could go for drip, drip, but I believe they are going for a Big Bang Sustaine commercial launch."

Do you? Just a thought or...….

That would be a lot to pull together across multiple partner types and relationships.

[monet] 26/11/2018 11:26

Looks like 205K buy V 25k sell

10:52:57 12.0025 20,000 O 11.5000 13.0000 Sell 170,000 25,000
10:34:26 12.7500 50,000 O 11.5000 13.0000 Buy 170,000 5,000
10:33:33 12.8625 30,000 O 11.5000 13.0000 Buy 120,000 5,000
10:29:49 12.8000 40,000 O 11.5000 13.0000 Buy 90,000 5,000
10:24:51 12.7500 50,000 O 11.5000 13.0000 Buy 50,000 5,000
08:11:01 11.7000 5,000 O 11.5000 13.0000 Sell 0 5,000


Date & Time Volume Price
26/11/2018 10:34 35,000 12.87

[supersonico] 26/11/2018 10:50

Investing,

'That would need a very deep and long explanation'.

Don't you think that a big commercial launch of Sustaine technology would be easily understood as multiple regulators licencees, partners, patents involved etc?

They would be simply launching a new range of revolutionary products. They could go for drip drip but I believe they are going for a Big Bang Sustaine commercial launch.

That makes a lot of sense to me.

[supersonico] 26/11/2018 10:18

Investing... what if Sustaine's Commercial launch was one mighty RNS.

Would it include all this?

1) USA distributor for Mevalone (Mevalone Crop protection)
2) Toll manufacturing in ...Brazil (Mevalone Crop protection)
3) Possible update from Eden/Eastman on Cedroz ( Crop protection)

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

[investingisatrickygame] 26/11/2018 09:28

20 working days till Christmas eve.

Some 18 RNS's due unless subjects become amalgamated. All 18 subjects publicly confirmed by Eden

14 RNS's released all year.

How will Eden deliver on these announcements within 4 weeks! Surely, Eden shareholders will not be let down again in relation to time!!!!!

The boy who cried wolf?

[bargainbob] 25/11/2018 13:24

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[supersonico] 25/11/2018 13:03

'the price of storage had risen by 15% per pallet per week in recent weeks, with inflation across the third quarter as a whole of 8%, but all of the chilled space in London and the Midlands was gone.
This is because the supermarkets have rented additional space on which they retained options – particularly chilled and frozen space – so there is actually now no extra space for suppliers'.

[supersonico] 24/11/2018 13:41

Chemical company Bayer is fighting against a plan from the EU Commission for more transparency in the controversial approval of pesticides and GM crops, according to a report in the German daily Taz. The association of European pesticide producers ECPA, which is chiefly controlled by the German company, has rejected in a position paper the most important points of the Commission's draft regulation.

For example, the Commission's draft regulation proposes that the European Food Safety Authority (EFSA) will immediately publish safety studies on a pesticide active substance as soon as it receives them. Thus far, the authorities have only published the data on which approval procedures are based after lengthy applications or court proceedings.

On Tuesday, the Environment Committee of the European Parliament will decide on the draft regulation.

The Commission's initiative comes in response to criticism of the re-approval of glyphosate, the active ingredient in the most widely used herbicide, last year. At that time, the EU countries re-approved the weedkiller for another five years, because the EU chemicals agency ECHA and EFSA had declared the use of glyphosate to be largely harmless.

[investingisatrickygame] 24/11/2018 12:40

I am saying they don't appear to focus their investments in the bio-chemicals sector

[supersonico] 24/11/2018 11:17

Investing,

Not sure what you mean.

I think you'll agree with lofty fellow Graham Bird on a few things.

[investingisatrickygame] 24/11/2018 10:33

Don't appear to be in Eden's market though Super

hxxp://greshamhouse.com/our-company/#our-offering

[supersonico] 24/11/2018 10:24

Gresham House plc Q&A: Acquisition of Livingbridge VC

[monet] 22/11/2018 19:28

No move in share price someone must be selling?

[tweedledummy] 22/11/2018 19:16

Well, there is definitely a clear-headed, beautiful kind of symmetry going on here.

51 + 50 = 101. I like that.

Anyone with a tidy-minded approach like that should know what they're investing in, so we should be ok here. Well, that's my theory anyway.