Eden Research Share Discussion Threads

[sandcrab2] 29/11/2018 17:26

The FT reports that a proposed Bayer reorganization includes a plan to exit the market for animal health products

[investingisatrickygame] 29/11/2018 13:45

Sipcam RNS June 2017



So we have been updated on some key territories for 3AEY, namely Australia and New Zealand by RNS most recently. However, we have not yet been updated on the following detail which is taken from the above RNS. Equally, we know that some of these would come with fees associated with the rights, as per the same RNS

· Commence new R&D trials in both plant protection products and personal care applications

· Pursue commercialisation of animal health products outside of the United States

· Expand business and brand development activities

- Provides Sipcam with the first right to negotiate for the distribution rights for new plant protection products that Eden develops in countries where Sipcam has an affiliate, subject to certain ongoing commitments and evaluations.

- Grants Eden access to Sipcam-owned technologies and R & D facilities.

- Grants Sipcam the right to evaluate a number of Sipcam-Oxon Group's active substances encapsulated using Eden's Sustaineä microencapsulation technology. This includes combinations with Eden's own active ingredients.

- Provides a framework agreement for subsequent licence and/or supply agreements under the collaboration.

We also know the option to exercise these agreements finalises on the 31/12/2018 with fees paid upon execution of these options due in January 2019

Source:- Page 12, last line

hxxp://www.edenresearch.com/~/media/Files/E/Eden-Research/documents/reports-and-presentation/agm-presentation-2018.pdf

[brucie5] 29/11/2018 11:08

Yup. To me the chart is forming a cup, or bowl formation. We need to get a few levels out the way, but I'm very bullish on the short term movement. Might have something to do with expected news..

[northwick] 29/11/2018 10:54

Looks like the MM are currently short of stock- bidding 13.2p for 25k shares and offering them at 13.89

[brucie5] 29/11/2018 10:11

Ok. Would be great to know.

[supersonico] 29/11/2018 10:05

Brucie5,

I don't recall any of the numbers given being granular enough to give us a breakdown or any idea of regional sales.

[brucie5] 29/11/2018 09:50

Just been re-reading the 2017 results presentation
hxxp://www.edenresearch.com/~/media/Files/E/Eden-Research/documents/reports-and-presentation/agm-presentation-2018.pdf

Three fascinating facts:

global biopesticides market: $ 1.8bn
between 2014-16, it grew 24%
US, China, Italy, largest markets

(Not sure I'm that keen on giving our IP to the Chinese, as they're extremely adept at nicking other people's secrets!)

Question: do we know what sales of Mevalone are doing in Italy via Sipcam? The document stated 'first and repeated sales in France..'

[supersonico] 28/11/2018 23:35

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)
20) North American distributor for Eden/TT's head lice plus other products (Human Health(Sustaine)

[investingisatrickygame] 28/11/2018 17:56

65,000 followers might be helpful!

[supersonico] 28/11/2018 17:14

Emanuele-Medico Eastman Cedroz

liking a post on Linked-in by

Salvatore Passariello of Sipcam Oxon

Small world

[supersonico] 28/11/2018 16:41

30th Vegetal Medicine Forum: the future of plant protection



Domenico Bitonte - Sipcam Italia Spa
"Bismark e 3logy, nuove strategie nel diserbo delle orticole e nella difesa anti botritica della vite"

"Bismark and 3logy, new strategies in the weeding of horticulture and in the anti botritic defense of the vine"

Emanuele Medico - Eastman Chemical Company
"Cedroz™, nuovo nematocida per la protezione di Solanacee e Cucurbitacee da nematodi galligeni"

"Cedroz ™, new nematocide for the protection of Solanaceae and Cucurbitaceae from nematode galligeni

…………………………………………………………………………………………………………………………
Vineyard & Olive Tree 2018: the news for the vineyard
Barletta talked about climate change, pests that need monitoring in viticulture and the new proposals for fertilization and for the defense of the vine were presented



“Lieto SC e 3logy: soluzioni efficaci per la difesa della vite”
Domenico Bitonte - Sipcam Italia

Over 200 presences among technicians-professionals, entrepreneurs and professionals in the wine sector at the first meeting of Vigna & Olivo 2018, the double event that aims to communicate the news on field technology, tools, services, innovation and regulations concerning the two sectors concerned, in an increasingly sustainable perspective.

The event dedicated to the vine was held in Barletta last February 15th and was organized by the Wind Mistral Association under the patronage of the Order of agronomists and forestry doctors of the province of Bari, the College of agricultural experts and experts agrarian graduates of Barletta-Andria-Trani and the Regional Association of Puglia technicians and researchers in agriculture. Other sponsors and sponsors: Bayer, Bardulia Cellars, Barletta Winery, Coop Winery. Coldiretti, Iiss Institute "Pavoncelli" of Cerignola.

[investingisatrickygame] 28/11/2018 14:31

Super,

Who is 'our placing investor from way back'?

And I had hoped that wan may respond to my question as his/her thread is all about the tech and your post was specifically focused on a big overall outcome of the same. Oh well, we can only ask a poster to respond. The choice is theirs.

[supersonico] 28/11/2018 11:59

It could well be but..

My guess is it is our old Placing investor from way back. Added to that ...my limited experience of II investors in Aim companies can play a bit fast and loose with Holdings RNS rules when it suits them.

Gresham look to be broadening their horizons investment wise and Livingbridge had 9.42% @August and the lumpy selling pre dates that by years imo.

'In addition to that, we have strategic opportunities, our project range is expanded and deepened, and we have significant synergy opportunities. I suppose, importantly also that the team that’s coming across from Livingbridge and Baronsmead have a very similar culture in investment philosophy'.





31 August 2018

Livingbridge VC LLP
19,512,195
9.42%

[northwick] 28/11/2018 11:19

Could it be possible that Livingbridge are the sellers in the background. It is just that they have new owners who could have decided that Eden as it currently stands does not fit their criteria? I think I am right in saying that Livingbridge don't have to disclose their disposals until their holding has been reduced by 1% ?

[supersonico] 28/11/2018 09:40

Investing,

Looks like Lofty Dibders avoided answering your question...tut..tut

Strange really, as he's been keen to contradict some of my assumptions previously.

[supersonico] 28/11/2018 09:24

Were so lucky to have you Fraudyboy..can't thank you enough for your 'factual' analysis..LOL

[supersonico] 28/11/2018 08:44

Yes JakNife were 'all missing the bigger picture'.

and we do so appreciate your truly selfless and generous nature in pointing out our errors.

The Bigger Picture that your intentionally misrepresenting; LOL

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)

[supersonico] 28/11/2018 05:44

Persistence of pesticides threatens European soils



The use of phytosanitary projects to combat weeds and other pests that affect the crops has led to an increase in the productivity of European agricultural crops in the last 50 years. Their use has been one of the principal mainstays of the intensification of agriculture in recent decades and has enabled greater crop yields to be obtained, but this advantage has been at the expense of the agricultural soils of the European Union.
……………………………………………….



Chemicals on our food: When “safe” may not really be safe
Scientific scrutiny of pesticide residue in food grows; regulatory protections questioned

[supersonico] 27/11/2018 22:13

Like I said ..not worth 2p.

[brucie5] 27/11/2018 21:38

Well thank you for responding. Despite your dire perspective on a share that I have decided to get quite heavily involved with, it's always good to see the opposite view, particularly with what has been a story stock, thus far.

As to cash burn, I believe 'we' may well be at b/e by year end, and the presence of a strategic investor in Sipcam, who already own c. 10% provides me with important reassurance about the 'going concern'. Also understand that poster here expect/ are looking for a further strategic investor to take a stake in a further vertical?

But you don't address the revenues coming online, let alone those which are already growing. Nor the exponential sales that seem likely to arise from CEDROZ, once it gets permission and sales across its target markets.

Nor, glaringly, the quality of the partnerships, going forward. Each of which have done their DD, and put money in.

If this was producing something disruptive to its target market but at a much earlier stage of pre-sales, and pre-regulatory permissions (putting CEDROZ aside for a moment) I would share your wariness. AIM is littered with such stories - ENRT, etc.

Nevertheless, the other aspect of this, which excites me, is the diversity of the product applications and geographical markets, and the potential for more product to come on line, using the technology. All against a current mcap of 25m, which you don't really need much profit to justify, albeit there's none at the moment. But what would that be-? 1-2m, at a PE of between 10-15?

Which brings me to 'shrinking sales' - where do we find this? I think the opposite is the case, with a 58% increase of revenue from Mevalone at last count. Or did I get that wrong?

In conclusion, I don't buy your extreme pessimism. Though it could prove a good tonic should we get too far ahead of ourselves. I look forward to your update once we get through the long awaited slew of updates. Hopefully by January?

Don't go away. You may yet change your mind.