Eden Research Share Discussion Threads

[quazie12] 09/1/2019 22:16

I was actually talking about Eden's Terpenetech investment SS. Who knows, your Eden investment may pay some divis but with the amount of research and posting you have done on here over the years you're gonna need to see a big re rating.

[supersonico] 09/1/2019 13:38

What ever happens my wooble stick tells me something is a brewin in this realm.

[investingisatrickygame] 09/1/2019 12:02

How about Sipcam sets up a new company called Sipcam Tech and Eden gets a free carry for x% while Sipcam and its affiliates get R & D and sales rights for an agreed term in the agro-chemical market in Europe or the ROW. Sipcam/Sumitomo injects capital into said company and Eden gets a monster payment for permissions granted to Newco. Thereafter, Eden gets its share of profits and access to all R & D and new developments that may assist in other verticals.

Newco partners get first option to buy out Eden's share in the event of such a sale at any given time. More likely, Eden would be invested in a growing business with a growing footprint and receive annual dividends and profit which will boost Eden's share price.

Eden from the monster payment returns a payment to shareholders and retains x million for its own corporate development and with the added bonus that no more shares are issued via a placing to provide capital support to progress other verticals at a more dynamic pace.

Win, Win, Win!!!!!!!!!!!!!!!!!!!

Immediate re-rating of Eden's share price, most likely above that 40p.

[supersonico] 09/1/2019 11:30

Just throwing thoughts about.. Investing.

Sipcam would be my first choice.

Huge potential of IP investment to optimise IP life perhaps.

Things change and Short order Lyklele involved in the Mix so last years decisions maybe influenced much more by his inspiration for the company.

[investingisatrickygame] 09/1/2019 11:15

Strategic investment at 14/15p? By who?

Sean Smith said at last year's AGM such an investment would be around 40p if it were to occur

[supersonico] 09/1/2019 10:40

The Elephant:)

aka..The answer to Why they are all Delayed :O

Strategic investment @14/15p ?

[investingisatrickygame] 09/1/2019 10:10

In order of expected in the next 4 weeks

1) Trading update (11/1 in 2018) incorporating all
2) TT UK launch RNS
3) Bayer Animal Healthcare launch RNS
4) Sipcam Sustaine™ evaluation results RNS
5) Proactive Investors One2One presentation 7/2/2019

Anything else?

[supersonico] 09/1/2019 09:06

When AR is replaced by Piers Morgan:)

[investingisatrickygame] 09/1/2019 09:00

Handsomely for your patience.

When does patience in Eden end and become frustration and anger?

[supersonico] 09/1/2019 08:39

Q12,

It's not just optimism. I expect to be rewarded handsomely for my research and patience.

[quazie12] 09/1/2019 08:11

Nice bit of humour there SS, it did raise a smile. I love your optimism as I do Eden's BoD. How can you not make a provision against an investment that returns you diddly squat after 3 years ?

[northwick] 09/1/2019 08:10

would consider investing in 'see' but after selling out of Eden at a predetermined price.

[supersonico] 09/1/2019 08:04

Fair question Northwick.

FYI..SEE on the move.

[northwick] 09/1/2019 06:18

What ever happened to TT' launch?Believe schools restarted yesterday.Another delay?

[supersonico] 08/1/2019 22:02

The year 2018 and the Study that changed everything.

[investingisatrickygame] 08/1/2019 14:59

Chrischas,


Some of us have subscribed to a news service via the Eden website. They could of course advise all those that have subscribed to the same of the Proactive evening. This should be a minimum as we have asked to be notified of such things.

[chrischas] 08/1/2019 14:40

Let us hope that this is not the only event that they have decided to put their head over the Parapet for.I note even their media archive on news on their website does not allude to the previous time they went on this Platform.One would think they would be shouting about on their website and holding it there for investors to see.

Hopefully all the Management will be there.Perhaps someone will ask how they share the workload?

Price wise if it is above 25 by July that will indicate real progress and work being done by the Board.Late autumn must be the time when things will happen . The northern Hemisphere growing season will be done and a There will be no hiding place at that point .Plus the board have exercised share options.
Until then I,m holding tight.

[brucie5] 08/1/2019 14:24

Fair comment. I would have though there would be all sorts of ways of telling the story, through their public relations company. An at length interview in Shares Magazine, for a start; and then take every opportunity to speak to BRR Media. These guys want stories for their punters. Why don't EDEN do this? They're probably not unhappy as things are.

Which all goes, it seems to me, to make my larger point: in the absence of revenues growth, or some other outer, the company will need to be taken over to realise the underlying value.

[investingisatrickygame] 08/1/2019 14:16

Brucie5,

If I was an oil company, I would be saying to the market that I have X number of barrels in the ground of which Y are contingent resources and Z are reserves. Reserves would then be priced at A via an independent Reserves Assessment Report and after accounting for a discounted cashflow report you would see the value of the reserves translated into an equivalent share price. The market, you and I, would see this and would therefore know the share price potential and would buy, hold or sell accordingly.

Of course Eden can put their interpretation of value in the market and can subsequently have an independent report written by their broker, Edison et al. They must not give investment advice, but this does not attract from their opinion of value.

In doing the Proactive One2One live event, they are spending thousands on a 20 minute platform + Q and A. ALL attendees want to know why they should invest in Eden today. It's as simple as that and Eden needs to explain, clearly, why investors should invest in Eden's current share price, IP and management. This should be the sole goal of the evening, measured in success by the subsequent movement of the share price in the days and weeks following. it should be that instant.

[brucie5] 08/1/2019 13:54

Investingisatrickygame
8 Jan '19 - 13:39 - 5440 of 5440
0 0 0
Brucie5 said

"Near term (12 months) 50p. Three years: £1."

In the spirit of trying to help each other, I believe your £1-3 year target is unambitious based on what we know and what is contracted.
-----------------------------------------------------------------------------
Need to see evidence of value, though. Atm, only informed speculation about potential. So yes, you're right: in the sense that if they want a much higher share price, they need to demonstrate the value to a bidder... Only alternative evidence is by exponentially rising revenues. I'm not counting on revenues rising that much this year. Hence the three year view.

[investingisatrickygame] 08/1/2019 13:39

Brucie5 said

"Near term (12 months) 50p. Three years: £1."

In the spirit of trying to help each other, I believe your £1-3 year target is unambitious based on what we know and what is contracted.

I do hope that Eden starts to explain value at such an event as investors turn up looking for an opportunity, hoping to understand what is presented to them and then hoping to understand price targets and potential. Eden can give their opinion on value WITHOUT giving investment advice. Investors can then question the route to that perceived value. For sure they would indicate value in the event of an unwanted and below par offer.

Personally, I'm not sure Eden will exist in three years time, not in its present form at least. You cannot have game changing tech for a variety of industries and not expect to not get taken out. Others with bigger pockets, more sway, more reach, greater resources & more will surely take on that mantle themselves.

[paulpaolo] 08/1/2019 13:06

That event is free and the tickets are erroneously marked 19th February... I had an email to confirm the event is the evening of 7th February in London, includes wine and canapes

[supersonico] 08/1/2019 12:44

weyweyumfozo

I agree and suspect the news will be more substantial than just TT finally turning up which they hopefully will have by then.

[supersonico] 08/1/2019 12:14

'92% of floriculture growers in Ontario, Canada use biocontrol because of pesticide resistance, concern for worker health and safety, and shorter REIs and PHIs'.

Amara Dunn @AmaraDunn
Biocontrol Specialist with the New York State IPM program
……………………………………………………………………….

Use of biological controls is on the rise.

2019 Focus on Pest Control - Biological Controls.

The findings come from a survey out of Vineland Research and Innovation Centre in Ontario, where scientists conduct research on biocontrol methods for controlling pests.



Between 2014 and 2018, Ontario floriculture growers increased their use of biological controls to manage pests from 69 percent to 92 percent, says Dr. Rose Buitenhuis, research scientist in biological control at Vineland Research and Innovation Centre (Vineland).
“They have adopted biocontrol as one of their main pest control strategies, and it’s amazing,” she says.

These numbers, from a survey conducted by Vineland, in Lincoln, Ontario, reflect a larger shift among North American greenhouse growers to embracing biocontrol.
Many growers, Buitenhuis says, are influenced by, in order of importance, more pests developing resistance to pesticides; growers choosing to improve upon worker health and safety, which can be a concern with chemical pesticides; and growers and employees not having to adhere to a re-entry or pre-harvest interval.

Better plant health is also another reason for biocontrol adoption, Buitenhuis says. “Spraying — especially if you spray a lot — there’s some phytotoxicity still involved with chemical pesticides, so they just see better plant health,” she says. Other reasons, she says, include consumer demands and the efficacy of biocontrol.
Thrips are one insect pest group with a strong resistance to chemical pesticides, Buitenhuis says. In Canada, compared to the United States, fewer pesticides are registered on thrips, and controlling these insect pests in the Great White North is particularly difficult.

Grower use of biocontrol for thrips has led to a broader adoption of biocontrol methods, Buitenhuis says.
“That was kind of how it all started,” she says. “If you have to do biocontrol for thrips, then you have to do biocontrol for other pests, and probably disease as well, because a lot of the chemistries are less, or not, compatible with biocontrol agents. You can’t be fully chemical for all the rest of the pests and fully bio for thrips. You really have to integrate it, and it can be a puzzle sometimes.”

Finding new means of biocontrol.

As the popularity of biocontrol methods grows, Buitenhuis, Vineland horticultural production systems research director Dr. Michael Brownbridge, their teams, and their government and university partners, continue to research biocontrol. And they have made some crucial discoveries along the way.

“In our earlier years, we looked at predators, entomopathogenic fungi and nematodes and all the individual biocontrol agents to really optimize their use,” says Buitenhuis, who has worked at Vineland for nine years. “Right now, we’re also looking for new biocontrol agents to fill the gaps where there’s no biocontrol available.”
Discovering new biocontrol agents can involve looking at pests that are not easily suppressed by existing biocontrols, such as pepper weevils and mealybugs, or pests that have not yet arrived in North America, such as the tomato leafminer (Tuta absoluta), which Buitenhuis says has spread throughout the rest of the world.

Finding generalist predators is another avenue for advancing biocontrol developments beyond the use of wasps, beetles, biopesticides, and other beneficial insects and microbes that are already on the market, Buitenhuis says.
“In Europe, they have now these generalist top predators that can eat multiple pests that provide a base layer of protection, and they can stick around in a crop, even if the pest numbers are low, because they can use alternative food sources,” she says.

An example of such a predator is a predatory mite that Buitenhuis and colleagues are working with. At this point, they are looking into how to mass rear enough of the predators so biocontrol companies can sell them to growers.

An easy option: dipping cuttings
Another form of biological controls is cutting dips, whereby growers dip cuttings in biopesticides and insecticidal soaps and oils, to eliminate pests and prevent them from becoming a bigger problem. As with biocontrol in general, about two thirds of floriculture greenhouse growers in Ontario use cutting dips, according to a 2018 Vineland survey.
“It’s a very simple method, very easy to implement, when you receive the cuttings — for example poinsettia or chrysanthemum cuttings — get them out of the bag, dunk them in the solution and then just proceed as usual, sticking them and putting them under mist,” Buitenhuis says.

Vineland is working with Flowers Canada (Ontario) and product manufacturers to include cutting dips for approved use in existing oils, soaps and biopesticides, she says.
While cutting dips have proven effective on thrips and whiteflies, some Vineland research from 2018 has also shown promise with dipping to help eliminate spider mites, Buitenhuis says. “We found in our thrips trials, the plants were also infested with spider mites, so it turned into a double trial by accident,” she says. “It was nice, because we could see that a lot of the products that worked for thrips also worked for spider mites.”

Biocontrol as an integrated system.

Over the years, Buitenhuis and her colleagues have found that individual insect pests and biocontrol agents need to be looked at as a holistic system.
“It means looking beyond biocontrols — looking at all the other factors that will have an effect on pests and diseases in crops,” Buitenhuis says. Those factors, she says, may include resistant crops, fertilizer practices, sanitation and how pests come into the greenhouse.

“A lot of growers are very interested in biocontrol and how they can do it,” she says. “Michael and I get invited a lot to different grower meetings in the U.S. to talk about our research, so definitely, the world is changing toward biocontrol and everything that goes with it.”
………………………

Dr. Rose Buitenhuis


…………………………..

A bit of History.

[brucie5] 08/1/2019 11:34

Wey wey, I certainly do! And I think they can only have planned this with that in mind - otherwise they will be covered in egg from some extremely unhappy investors, and will have to spend their entire evening apologising, rather than bragging!


Edit: well done paulpaulo, and I hope your investment grows over the this period, as I suspect it may!