Eden Research Share Discussion Threads

[bargainbob] 22/12/2018 20:47

Initiative Q is an attempt by ex-PayPal guys to create a new payment system instead of payment cards that were designed in the 1950s. The system uses its own currency, the Q, and to get people to start using the system once it's ready they are allocating Qs for free to people that sign up now (the amount drops as more people join - so better to join early). Signing up is free and they only ask for your name and an email address. There's nothing to lose but if this payment system becomes a world leading payment method your Qs can be worth a lot. If you missed getting bitcoin seven years ago, you wouldn't want to miss this.

Here is my invite link:

This link will stop working once I’m out of invites. Let me know after you registered, because I need to verify you on my end.

[supersonico] 22/12/2018 17:38

Mirandaj,

On your first point regarding 'a little knowledge being dangerous' I agree which is why I often label my posts with caveats such as 'I'm no Chemist' or 'All guesses all the time' or 'but I do know very little about these things and many of the wild assumptions I make could very well be due to my ignorance'.

I would be the first to admit I walk among giants in awe when I discuss Eden Tech. Those who read my posts will be familiar with those sorts of statements.

About Anti-Microbrials,

It was my intention to suggest that their is indeed a very large market for Eden tech's Anti microbial applications. It would be my muddled presentation that seems to have suggested otherwise.

I agree with the points you make about Terpenes, Sustaine and Anti microbials;

'Remember that terpenes work through multiple mechanisms which are mainly physical (think of a solvent dissolving something). Mostly terpenes are considered antimicrobials that are not susceptible to acquired resistance on the part of their “targets”;. This trend in some ways plays to Eden’s strengths. The Sustaine system works to enhance the activity of antimicrobials. In many cases that means that less antimicrobial being used or more efficacy from the same amount'.

It is observations like yours that make the comments made in my post 5228 below all the more pertinent imo.

'As I have said before, the most baffling, non sensical and most glaringly incongruent is the disconnect between Eden/Xinova 'Game changing' IP protection narrative being developed and protected via Xinova and the public perception snail speed that TT work at'

[mirandaj] 22/12/2018 16:36

Supersonico – just a couple of comments on your post 5226

I also use google quite a lot but find that it is easy to be drawn down the wrong path and believe what you are reading and that it fits in with what you wish to believe. I have found that “a little knowledge can be dangerous” and I am sure that you will agree.

I think I have read and understood your post correctly.

If it is being suggested that Eden’s products could face more than a bit of trouble in this market due to the fact that antimicrobials are or may become unfashionable in personal care products, I disagree. Remember that terpenes work through multiple mechanisms which are mainly physical (think of a solvent dissolving something). Mostly terpenes are considered antimicrobials that are not susceptible to acquired resistance on the part of their “targets”;. This trend in some ways plays to Eden’s strengths. The Sustaine system works to enhance the activity of antimicrobials. In many cases that means that less antimicrobial being used or more efficacy from the same amount.

It is not the use of antimicrobials that is the problems as much as their suspected role in the emergence of resistant strains. For example if MRSA becomes resistant to antimicrobial X, then this antimicrobial can no longer be used in hygiene applications. It could be true that "antimicrobials in consumer products are bad" because the more abundant an antimicrobial is in the environment the more likely it is that resistant bugs emerge which is the same with antibiotics as we know.
Anyway Eden is in a great place now and I look forward to the next year or so.

[investingisatrickygame] 22/12/2018 14:25

Re inflexion point, read the Chairman's Report from the 2017 Annual Report dated 30th May 2018 on Eden's website.

[supersonico] 22/12/2018 14:11

I'm busy on the Mince pies atm, making them not eating that is..I'll have a dig around for the exact wording. I recall made a statement to that effect when he joined the company.

[brucie5] 22/12/2018 13:25

Can you remind us re. Lykele's so called inflexion points? I would have thought b/e this year with evidence of mevalone revenues beginning to grow at 100 pc.

[brucie5] 22/12/2018 13:19

Interesting Super, and something that Wan has already touched in, I think, via the antimicrobial properties of yeast. Who would be the ones to take this on? Bayer, I would formerly have thought, as you have concerning the mystery of TT. But now?

I would imagine that Sipcam have rights to a lot of this through their 2017/18 agreements.

I love the new word: Edenberg. Not to be confused with Edenburg, which is probably a city in Nebraska.

[investingisatrickygame] 22/12/2018 12:05

Super,

Good detective work. I don recall any such news from Eden either.

[supersonico] 21/12/2018 18:02

THE EDENBERG FILES..Antimicrobials



When one Googles 'anti microbial agents in consumer products' which is in a sentence mentioned under the heading 'Game changing idea' along with Plant protection by IP and research Guru's Xinova ( ) in their promotional Blurb..this comes up.## below

Don't recall hearing about anything like this in company announcements. Have I missed it?
Not mentioned in the 'our products' section?

Are they referring to TT Human Health Consumer Products? or something different? 'anti Microbial as a blanket term for the non plant protection applications.. Anyone Know? The more I research I think not..it looks more like a multi billion dollar market that Eden are not shouting about..Why?

Does it come within Terpene Tech 'consumer applications' description ?


……..
###Use of Antimicrobial Agents in Consumer Products

'Objectives To summarize available data on the effectiveness of antimicrobial ingredients in consumer products such as hand lotions and soaps and to discuss the implications of such use on antimicrobial resistance.Data Sources We searched the MEDLINE database, 1966 to 2001, using the search term resistance qualified with the terms consumer product(s), OR soap, OR lotion, OR triclosan, and LexisNexis and the World Wide Web using the search strategy antimicrobial resistance AND consumer product.Data Extraction English-language articles were selected that provided information on the use of antimicrobial ingredients in consumer products and the effect of this use on antimicrobial resistance.Data Synthesis Despite the recent substantial increase in the use of antimicrobial ingredients in consumer products, the effects of this practice have not been studied extensively. No data support the efficacy or necessity of antimicrobial agents in such products, and a growing number of studies suggest increasing acquired bacterial resistance to them. Studies also suggest that acquired resistance to the antimicrobial agents used in consumer products may predispose bacteria to resistance against therapeutic antibiotics, but further research is needed. Considering available data and the critical nature of the antibiotic-resistance problem, it is prudent to avoid the use of antimicrobial agents in consumer products.

Conclusions;

The use of common antimicrobials for which acquired bacterial resistance has been demonstrated should be discontinued in consumer products unless data emerge to conclusively show that such resistance has no effect on public health and that such products are effective at preventing infection. Ultimately, antibiotic resistance must be controlled through judicious use of antibiotics by health care professionals and the public'.


………………………



'Does the widespread and still proliferating use of antimicrobial household products cause more harm than good to consumers and the environment? Evidence compiled in a new feature article published in the journal Environmental Science & Technology by Arizona State University professor Rolf Halden shows that decades of widespread use of antimicrobials has left consumers with no measurable benefits'.

'Halden points out that ultimately, innovation holds the key toward solving the current worldwide antimicrobial issues. He envisions a more sustainable future with 'green' next-generation antimicrobials on the horizon that offer broad-spectrum effectiveness against pathogens but possess low toxicity and potential for fostering antimicrobial drug resistance; they also will degrade rapidly in wastewater treatment plants, thus limiting unwanted exposure and contamination of the environment following use.

With a multi-billion dollar market potential, next-generation compounds should be a highly competitive industry and the source of new jobs to fuel the 'green economy.'
"Sustainability considerations already are informing the design of green pharmaceuticals and adopting this approach for antimicrobials promises to yield important benefits to people and the planet," he concludes in the ES&T paper.'
……………..

[investingisatrickygame] 21/12/2018 17:44

Sometimes reports creep out, but circulation is for institutional investors.



And



And

[brucie5] 21/12/2018 16:27

Developing narrative: all set fair for 2019.

Investingisatrickygame
21 Dec '18 - 15:20 - 5222 of 5223
0 0 0
No. Shore Capital cannot share with you and me under MiFiD regulation.

Edison and others can.
------------------------------------
My bad. But how come their earlier projection was made public? I think they set a target of 69p.

[supersonico] 21/12/2018 15:33

Time scales and Looking into the future:

P1, Round the Fireside with Giovanni Affaba and Sean Smith aka looking backward to see round the corner;
………;……̷0;……R30;……..

Agreement with Sipcam covering new products 2015.

Sean Smith, Chief Executive Officer of Eden, said: "We are pleased with the increase in activities with our partner, Sipcam. This is clear evidence that we are realising the potential to expand the commercialisation of our products and grow the existing relationship with Sumitomo related companies around the world.

Powdery mildew and apple scab are both major diseases affecting high value crops, and we are eager to further demonstrate that we are able to leverage our technology platforms to provide natural solutions to important problems facing growers today.

Furthermore, with the expansion of our set of products to tackle an ever-wider range of plant diseases, we are looking to provide the industry with new solutions in an environment in which regulation has typically limited the disease control options available today. We have long believed that our products are an essential component in effective integrated pest management, and we are pleased that our partners are continuing to find this to be the case."

Giovanni Affaba, Managing Director of SIPCAM, said: "We are delighted with this new agreement representing further investment in building up a well-integrated portfolio of agrochemicals and natural products, able to highlight the well-known technical skills of our company to offer solutions to farmers able to satisfy their needs."
………;……̷0;……R30;……230;….

Sipcam agreements, investment and proposed placing 2017;

Sean Smith, Chief Executive of Eden, said: "We are pleased to increase the breadth and depth of the commercial and collaborative development arrangements that we have with Sipcam. They have proven to be an excellent partner, and will be able to help us commercialise our products and technologies in certain key parts of the world at a much faster pace.

"The move from a licensing relationship to a distribution model in Italy and Spain is in line with management's announced strategy and will allow Eden to generate greater returns for the Company and its shareholders which will, in turn, enable us to build the business at an increased pace. In the short term, we will also be expanding this relationship to include Australia, the world's fifth largest producer of wine. Subject to further commercial and technical evaluations, Sipcam shall also have the right to commercialise 3AEY in additional key countries, subject to existing agreements and evaluations that are already underway.

"Sipcam is a well-established sales, marketing and distribution partner, as well as a formulator, to many of the leaders in the agrochemical industry and, as such, we are confident that they will continue to be excellent partners in this expanded relationship.Â

"The significant resource and knowledge that Sipcam has at its disposal, as well as the substantial investment they are making in the commercialisation of Eden's products and technology, will also serve us well in developing and, ultimately, distributing Eden's products and technologies in countries in which Sipcam has a presence and will also allow Eden to leverage those capabilities in countries where they do not."

Giovanni Affaba, Chief Executive Officer of Sipcam-Oxon Group, said: "We have had significant experience with Eden's products in Italy and Spain beginning in 2016 and resulting in the first product commercialisation in 2016. We recognized immediately the efficacy of the products on key targets and also the innovative technology Eden has developed. The potential of a joint effort focussed on developing new solutions and exploiting new markets became evident when Sipcam-Oxon and Eden put together their know-how and capabilities. The broad collaboration we have agreed upon is a cornerstone for developing and commercialising new and innovative products in the market in the next years."

………;……̷0;……R30;……230;……………………

Sipcam exercises Option for distribution 2018.

Sean Smith, Chief Executive Officer of Eden, said: "We are pleased that Sipcam wishes to expand the footprint it has to sell Mevalone in a number of additional territories which shows the confidence and belief that Sipcam has in 3logy and Eden's Sustaine technology.
"The United States, for example, is the largest market in the world for crop protection products and is a major producer of grapes. It is also the fourth largest wine producer in the world. We are pleased to be partnering with Sipcam to tackle the US market, as Sipcam has an experienced team in the US and is well-placed to commercialise Mevalone following receipt of regulatory approval. We anticipate authorisation at the national level in 2019 for our first two products, including Mevalone and our nematicide."

[investingisatrickygame] 21/12/2018 15:20

No. Shore Capital cannot share with you and me under MiFiD regulation.

Edison and others can.

[brucie5] 21/12/2018 14:11

Investing, shouldn't this be the job of Shore Capital? I believe after the next few RNSs, we may get one, but their last valuation seems to have been blown by subsequent events, so wary of making a new one. I think we are better off doing our own. As you mention,

Mevalone sales update; TT lice treatment; Bayer CAP status; Cedroz sales update; and Sipcam interest in Sustaine, seem to be the next bit of the jigsaw. But we'll probably have to wait for the last two.

The first three would be very helpful to assessing fair value in the meantime. Cedroz will start small, I'm presuming, and not much at all in H1.

[investingisatrickygame] 21/12/2018 13:56

As Eden is now in this critical period of announcements, starting with yesterday and Sipcam, it is surely time to put our hand in our pocket for some paid for research that the investment community can actually read.

1) Distribution agreements RNS for SipCam is now released
2) We await in short order, the RNS in regards to Sustaine, encapsulation and co-encapsulation specifically related to Sipcam
3) In the very near future we are due the Bayer announcement

Mevalone revenue is generating

Cedroz income, by time and value is forecastable

All of the above will generate income that we will forecast with our partners help, during the coming three years

EDISON INVESTMENT RESEARCH

Who reads it

Edison explained - obvious!!! AND offices in the geographies that Eden will now reach

Edison TV to potentially complement Proactive Investors. Video has been the way to go for several years now so as to build up a library of relevant film to educate investors and point them to when they wish to understand the company and the opportunity, thus saving management time moving forward and equally saving management explain the same things over and over again to different people.

Edison Reporting in the sectors of relevance for Eden

It is a no-brainer in my opinion and hopefully we will engage asap so as to produce a report of insights, education and relevance in Q1 and as soon as possible.

The share price needs proper valuation and this is one of the tools at the disposal of Eden to help this happen.

[brucie5] 21/12/2018 13:12

You could be right, though I posed the question here earlier about whether we are in some kind of closed period. I'm not sure that we are, and less so after this week's Sipcam RNS. I aslo assume, Lykele knows not whether Bayer's product is ready to go/in place, otherwise he would have to RNS it?

[northwick] 21/12/2018 13:08

Doubt very much if the Chairman will be buying before contacts with Bayer's have been agreed and news released to the market.

[brucie5] 21/12/2018 12:54

Some 100k buying coming in at 13p. Have we exhausted the sellers?
I wonder how/when Lykele will make his maiden purchases. I don't assume that he will give advance warning. So now would be a good time to do it.


Some comparators: (with historic revenues taken from Stocko)


EDEN: mcap. 25m rev. 1.5m
OPTI: mcap 80m revs: 200k
NANO: mcap 106m revs. 3.3m


And our revs are pencilled in for 3m for 2018, I think.
So about 50% undervalued on current revenues.

Or to compare with NANO, we could be at a share price of 50p, if we have revenues at 3m.

20-30p is my fair target, for a bargain price. Where we should be now.

AIMHO.

[brucie5] 21/12/2018 08:02

Just reread it: you're right. Doh.

[supersonico] 21/12/2018 07:43

Brucie5,

I read that as being the areas Eden were investing in or pursuing with the Placing cash most likely independent of Sipcam.

[brucie5] 20/12/2018 22:15

Invsting/Super,

Any idea why Sipcam in 2017 appeared interested in in personal care and animal products? They're into crop protection.


These clauses were included, and sit oddly with the rest.


· 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


Animal care, maybe; but 'personal care'?

That's nits, deoderunt and stuff. In fact, isn't that TT's area?

No apparent update on it in today's RNS, either.

Odd.

[brucie5] 20/12/2018 16:30

I also note that the 2017 agreement also mentions commercialisation of animal care products outside the USA and R&D on personal care.

Is Sipcam the mystery mover/distributor behind TT? And the most likely buyer of the Bayer?

[brucie5] 20/12/2018 16:23

Good point, great question. Sustaine decision not yet made, and is immensely material to the proposition. But why would they stagger the two announcements if both before January?

The wording suggests more time needed for sustaine : "collaboration work continues.."

[investingisatrickygame] 20/12/2018 15:47

Brucie5,

Let's judge the 17-20p range when Sipcam has decided on all of the content from the June 2017 RNS



From the above RNS "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."

From today's RNS "In addition to the new distribution agreements to be signed by the two parties, collaboration work continues with Sipcam in respect of Eden's natural microencapsulation technology, Sustaine™, which is being assessed for synergy with a number of active ingredients used in crop protection. Using the Sustaine technology potentially brings a number of advantages to existing conventional and natural active ingredients such as enhanced efficacy, formulation stability, patent protection, time-release and resistance management."

I believe the same deadline or decision date of the 31/12/2018 applies, does it not?