Eden Research Share Discussion Threads

[brucie5] 14/12/2018 11:19

Someone sold 144 shares at 11.50: what's that about?

I wonder at what price lykele will be buying and how he will judge his moment.

[supersonico] 13/12/2018 12:58

Our new Twitter friend has a couple of interesting roles and works for INVIVO which is a rather large concern turnover €6.4 billion and describe themselves as a 'Leading French agricultural cooperative group, InVivo is organized around four fields of expertise: Agriculture, Animal Nutrition and Health, Retail and Wine'.

ELSA PERE @INVIVO

Ingénieur Commercial Grands Comptes chez InVivo

InVivo
Total Duration
6 yrs 4 mos

title
Key Accounts Sales Engineer
Employed Dates
May 2016 - Present
Employment Duration
2 yrs 8 mos
leasing
Toulouse Area, France
Commercial development of 2 INVIVO Group activities in South West France:

- BU Fertilizers: deployment of the "stabilized urea" solution
- BIOTOP subsidiary, bio control: deployment of proprietary solutions as well as co-distribution solutions for macro-organisms, micro-organisms and inert components.





Also they are in the Animal health and Pet care Market.

[brucie5] 13/12/2018 12:55

Great post. Yes, yes, and hopefully, yes...

🏜️
27758;🌏

[supersonico] 13/12/2018 12:00

Brucie5,

I trust Eastman, Sipcam and Bayer to judge the competition and the market opportunities and come to their own conclusions.

Of the three it is the Sipcam relationship and investment that tells me the most about Eden technology and it's possibilities. Imo they have seen the full potential of Eden tech and will tell us that in more detail in the coming short order. When you look at the scale of what the Sipcam June 17 RNS laid out.. it's basically a Sipcam Eden love fest as described and elaborated upon by SS in the Proactive interview with Tommy Shelby imo.

The Sipcam relationship symbolises for me Eden tech potential in all it's other Verticals. Those verticals happen to be less transparent but imo are none the less equally excited about the commercial opportunities and novelty that Eden tech offers.

It is that Novelty and ability to perform comparably to conventional chemistry that give Eden the advantage over much of the competition in a extinction based agricultural culture full of Regulatory pressure, Toxicity and resistance...
…………………..
EU reports on pesticides are copy-pasted from industry dossiers

[brucie5] 13/12/2018 09:42

Super, you are never boring. You just like to keep us guessing with some of your more abstruse snippets of information.

I am grateful to you and others for the dedicated research you continue to put in here.

[supersonico] 13/12/2018 09:37

Nothing to add that I have not most likely bored you senseless with already.

[brucie5] 13/12/2018 08:34

Super, tell us your thinking. Aside from Sipcam being in spending mode. I certainly hope they'll be spending some here.

[supersonico] 13/12/2018 06:32

Eastman Direction of travel.... Ag News.

Clariant and Eastman announce agrochemical collaboration


Clariant named as supplier for a highly effective solvent to be used in agrochemical formulations
Clariant brings formulation expertise and market access to support agrochemicals industry
Eastman delivers innovation excellence for effective, low-toxicity ingredient

Muttenz, December 12, 2018 – Clariant, a world leader in specialty chemicals, and Eastman Chemical Company, a global advanced materials and specialty additives company, are proud to announce an exclusive cooperation agreement for the distribution of Eastman’s Tamisolve NxG solvent, an innovative, low-tox, and highly effective solvent for the agrochemical industry.
TamiSolve NxG was developed for the global plant protection sector, for use in plant growth regulators, biological control agents, herbicides, fungicides, and insecticides. Under this exclusive agreement, Clariant will globally market and sell TamiSolve NxG under Clariant’s trade name, “Genagen NBP.”
In a plant protection market governed by rigid regulations and increasing demand on efficiency due to a growing population, crop protection players must develop innovative, efficient, and environmentally-friendlier solutions. Eastman and Clariant’s collaboration is a testament to both companies’ commitment to the industry and these goals. Combining their resources and expertise, the two companies seek to bring Genagen NBP to the forefront of the agrochemical field. The collaboration will deliver significant business benefits to agrochemical formulators and end customers alike, bringing chemical production excellence from Eastman and application and formulation expertise from Clariant.
In recent years, Clariant has made massive strides in the agrochemical market. In addition to expanding its portfolio of crop solutions, in 2017, the company announced its investment in an R&D greenhouse that houses opportunities for real-world crop protection testing and advances in future solutions. “Clariant has, in recent years, played a pioneering role in formulation science as an innovative supplier and collaboration partner”, said Ralf Zerrer, Global Head Innovation and Strategic Marketing at Clariant's Industrial & Consumer Specialties Business Unit. “That we have entered into such a collaboration with Eastman is a testament to our capabilities to expertly support the agrochemical industry in terms of developing highly effective formulations that are both safer for the environment and those involved in their handling.”
With a lack of effective, low-toxicity crop protection solutions on the market, Genagen NBP is a powerful, best-in-class water miscible solvent with excellent toxicity labeling for agrochemical formulations. The dipolar aprotic solvent works well in a variety of different applications thanks to its excellent solvency power and water miscibility. It is a safer alternative to commonly used dipolar aprotic solvents.
“We are delighted to be entering this cooperation agreement with Clariant for the marketing of Genagen NBP, the latest addition to our leading-edge active ingredients portfolio for the agrochemicals industry”, said Dave Watson, Director, Agricultural Chemical Intermediates, Eastman. “Clariant’s formulation know-how and extensive reach into the market will ensure the success of this innovative ingredient.”
With this collaboration Eastman and Clariant utilize their strengths to bring more sustainable, efficient, and innovative solutions to farmers throughout the globe.
Eastman is a global advanced materials and specialty additives company that produces a broad range of products found in items people use every day. With a portfolio of specialty businesses, Eastman works with customers to deliver innovative products and solutions while maintaining a commitment to safety and sustainability. Its market-driven approaches take advantage of world-class technology platforms and leading positions in attractive end-markets such as transportation, building and construction, and consumables. Eastman focuses on creating consistent, superior value for all stakeholders. As a globally diverse company, Eastman serves customers in more than 100 countries and had 2017 revenues of approximately $9.5 billion. The company is headquartered in Kingsport, Tennessee, USA and employs approximately 14,000 people around the world. For more information, visit www.eastman.com.



…………………………….

Dipolar aprotic solvents such as N-methylpyrrolidinone (or 1-methyl-2-pyrrolidone (NMP)) are under increasing pressure from environmental regulation. NMP is a known reproductive toxin and has been placed on the EU “Substances of Very High Concern” list. Accordingly there is an urgent need for non-toxic alternatives to the dipolar aprotic solvents. N-Butylpyrrolidinone, although structurally similar to NMP, is not mutagenic or reprotoxic, yet retains many of the characteristics of a dipolar aprotic solvent. This work introduces N-butylpyrrolidinone as a new solvent for cross-coupling reactions and other syntheses typically requiring a conventional dipolar aprotic solvent.

[supersonico] 12/12/2018 17:42

Sipcam Splashing out

New offices recently and now a new website.



just sustaiyin

[supersonico] 12/12/2018 14:53

Eden and it's ever patient short order shareholders.

[investingisatrickygame] 12/12/2018 13:07

Super,

I agree with your thoughts. No doubt big companies can dictate. However, if you have something truly compelling which is my understanding of Sustaine, then you definitely have substantial leverage. That being so, it is surely all about the art of negotiation.


Ask not what Bayer can do for Eden, ask Bayer what Eden can do for you (et al)!

2016 AGM presentation, slide 21, Bayer no 4 Fungicide (Prothioconazole), target for GO-E co-encapsulation, value $750 million.

Don't put it in the public domain if you're not going to further comment on it.

A progress update after 2.5 years would be helpful Eden. Not an unreasonable request.

[investingisatrickygame] 12/12/2018 12:44

AttyG

In theory, Sipcam cannot roll into 2019. It has a legally bound contractual deadline of 31/12/2018, does it not? I also think that delays and lack of control are phrases most Eden shareholders have heard too many times and do not want to hear any more if. Michael Walters ranted at the BoD at the AGM for these very same issues.

Super,

Please be more specific on Alice Roberts. I don't understand the relevance and Eden's ongoing lack of clarity is too tiring to then work out cryptic messages. Thanks in advance.

[supersonico] 12/12/2018 11:44

Supersonico Guesses holding firm so far.

G1)..2015..in the coming months got us to 2016
2016..in the coming months got us to 2017
2017..in the coming months got us to 2018
2018..in the coming months got us to June 2018
June 2018..in short order/ Shelf life got us to Sept 2018
Sept 2018..New school year..gets us to Jan 2019.

G2 ..2019.Paralell delays coalesce into Sustaine Brand and multi product PR Launch.

G3 ..Professor Alice Roberts involved with 'Sustaine' Launch PR

Supersonico.. All Guesses all the Time

Eden ...All Delays all the Time

[littlealbatross2] 12/12/2018 11:26

"Eden is abuzz with all manner of possibilities and chief executive Sean Smith will be visiting the US in confident mood next month." MW comment 30th November.

[attyg] 12/12/2018 10:40

Strikes me that there is too much gloom about.

I am sure the BoD would have been delighted to issue various RNSs before now but it takes two to tango. We have little influence on the timing of such matters, but that does not mean we cannot expect them to come about.

I would be delighted if some meaty RNSs were issued in December, but if they are released in January it will matter little to the company's commercial fortunes.
If what is hoped is indeed delayed into 2019 it would mean the licence fees/milestones cannot be accounted for in the 2018 result, though they will then come through in 2019.

I have no knowledge on the status of any RNSs, meaty or otherwise, so please do not think that this is some kind of signal that there is a delay.
What I do know is that Bayer and Eastman are massive companies as are others that Eden has mentioned in the past, nor is Sipcam tiny. It would not surprise me if these companies were using whatever means they have to negotiate better terms - they are only too well aware that we are a minnow and keen to issue positive news. One can imagine them doing a Brexit - The clock is ticking...

There is so much that is good about Eden.
The shares are woefully undervalued.
As and when some deals are finally concluded one might then expect an institution to see that the company is completely de-risked and then steal shares from us impatient PIs.

Am I frustrated? Yes
Am I impatient? Yes
Do I believe the BoD will deliver what they said? Yes

I have been in this company for more than 10 years.
While I hoped for a share price much higher than it presently is, I still remain absolutely of the view that this share will be life changing for me.
As the years have unrolled I see the opportunity for Eden's IP only increasing both in new markets and the market share it could command.

Anyway, I am not selling.

[bjlk] 12/12/2018 10:28

Hi Bruce, I'm going to sound like a stale old bull but if the story changes, that's assuming the story was anything like we were led to believe in the first place... just so tired of all the false promises..jam tomorrow in short order!! Can we believe anything that has been promised?? I really hope so but I need more than hope now..

[chrischas] 11/12/2018 15:32

I,m going on holiday and not thinking about it

[brucie5] 11/12/2018 15:12

bjlk: Yes, of course, I hear what you say. But better to have a view of what you value this to be worth. By all means change your mind, but only when the story changes.

[brucie5] 11/12/2018 15:10

Further to my post of December 7 re. profit projections, I note that MW gave the following suggestions in an October update:

*Mike Walters says, from 19/10
“...we are looking for revenues of about £3.1m for 2018 and £4m for 2019, and no significant profits before 2021."
"
This contrasts with Attyg's, "a profit of say £10m in 2019 due to Cedroz"


I doubt very much that Cedroz will have taken off by end of next year, given the slow progress in sales build we've seen in Mevalone. My own projection was:

FY 2019 6m (acceleration of 3AEY + incipient sales at animal health + consumer health (*MW says 4m revs)
FY 2020 12m (significant leap in profits as 3AEY used for more applications; incipient sales of Cedroz); sustaine being used for encapsulation purposes by SIPCAM)


But maybe that significant leap, as Mike suggests, lies a year further out?

So I'm pruning my forecast to 4m FY 2019; 6m FY 2020; 12m FY 2021.


Still a three year projection, with lots of possible upsides deliberately not included.

And with 2021 being the BIG YEAR.

[bjlk] 11/12/2018 15:07

Brucie I get what you're saying but this jam tomorrow is getting rather thin , they have to stick to what they say and then deliver due to credibility in the market.. I think they , in my mind have cried wolf for the last time.. it's time to see the wolf to validate the shepherd boy..I think quite a few lth feel the same and i would expect to see quite a lot of movement if nothing is forthcoming due to holding size..

[brucie5] 11/12/2018 14:24

Investingisatrickygame
11 Dec '18 - 13:37 - 5138 of 5138
0 0 0


Someone tell me, what am I missing?!
---------------------------------------------

Do you believe this will come good?

If yes, relax, move away from your screen.
Come back in a month.

[investingisatrickygame] 11/12/2018 13:37

bjik

Even an update on our relationships would be welcome. I find it strange that we can't even do that. That's not even a regulatory requirement. If Eden puts out timelines then it is reasonable to expect news on the same, isn't it? We have been conditioned to those timelines, have we not?

They may not deliver news of a regulatory nature, but a simple bit of commentary as to current standing would not go a miss.

Someone tell me, what am I missing?!