Eden Research Share Discussion Threads

[supersonico] 19/1/2019 15:33

With the Bayer CAP narrative going into reverse (delays on 4, going to 3 formulation issue) along with Bayer selling Animal Health side of business I'm wild wondering if Sumitomo might be buying the rights to Eden CAP from Bayer.

[investingisatrickygame] 19/1/2019 14:50

Well done Super. Very interesting and maybe aligned.

[supersonico] 19/1/2019 12:59

Looked interesting, but be aware that the little knowledge I have is most definitely a Dangerous Rabbit hole... so be sceptical.

I post a review of my work by a fan as a way of warning you of my unreliable nature:

'Some of the nonsense you come out with is laughable and you are misleading people; for whatever reason I have no idea but I am sure that most people realise that. I will leave you to it! You have a vivid imagination that is for sure' Mj

You have been warned.

……………………………………………………………………………………………………………...

SUMMIT AGRO USA LLC



Our mission is to seek to contribute to people's lives and the environment, and to create ideal society. We will continue our untiring efforts to achieve this goal and improve our corporate value.

We are a trading company of the Sumitomo Corporation Group specialized in chemicals and materials for agriculture, environmental health, and pet care products, and are engaged in the trading of those products within and outside Japan.

Specifically, we export and import these products using the global network of Sumitomo Corporation (overseas offices and operating companies) and the Summit Agro sister companies and subsidiaries. We also sell crop protection products developed by our company and owned by Sumitomo Corporation in the Japanese market, as well as raw materials of household insecticides. We make an effort to sell Hartz Mountain's pet care products in Japan under a brand license deal. Hartz Mountain is a U.S. company acquired by Sumitomo Corporation.





SUSPENSION CONCENTRATE

BACKGROUND OF THE INVENTION

[0002] Agrochemicals are typically available in a number of different physical forms and formulations. Some of these forms are intended to address the varying strengths and weaknesses of the active ingredient as well as the applicable regulations associated with that ingredient. Other forms address the area where the product is most likely to be used and the types of application equipment that tend to prevail in that region. High concentration formulations of single or multiple active ingredients are desirable for a variety of economic and environmental reasons, including the reduction of shipping and handling costs. Liquid pre-mix concentrates containing two or more active ingredients are useful in a wide variety of agricultural applications. For example, two or more pesticidal active ingredients may be combined in order to control a wider spectrum of pests, or to utilize multiple modes of action, compared to the individual active ingredients alone.
………………………….

Did some one say ... Pipeline ??




Sumitomo Dainippon Pharma

Products
Food Ingredients and Chemical Product Materials

The food ingredients and chemical product materials business is handled by Sumitomo Dainippon Pharma subsidiary DSP Gokyo Food & Chemical Co., Ltd.
In the food ingredients and food additives business, the company develops and sells food ingredients and additives for use in manufacturing safe, high-quality foods. Products include polysaccharides, primarily GLYLOID® (tamarind seed gum), the first product of its kind successfully produced by the company on an industrial scale and seasonings such as soup or bouillon.
Additionally, in the chemical product materials business, which includes pharmaceutical excipients, personal care products, coatings and industrial materials, and electronic materials, the company is expanding to a wide range of customers by leveraging our unique technology and expertise, while cooperating with domestic and overseas suppliers.

DSP GOKYO FOOD & CHEMICAL Co., Ltd.
Animal Health Products

The animal health products business is conducted by Sumitomo Dainippon Pharma subsidiary DS Pharma Animal Health Co., Ltd.
The major products are veterinary medicines and other products for companion animals, primarily dogs and cats, as well as for livestock such as cattle, swine, poultry, horses and aquacultured fish.
The company aims to commercialize cellular medicines for animals.

DS Pharma Animal Health Co., Ltd.

Diagnostics and Pharmaceuticals
Sumitomo Dainippon Pharma subsidiary DS Pharma Biomedical Co., Ltd. conducts the diagnostics and Pharmaceuticals business.
The company develops and supplies products such as point-of-care testing (POCT) diagnostics for infectious diseases (influenza, streptococcus, etc.), acute myocardial infarction, etc.; diagnostics to measure bone and calcium metabolism markers; diagnostics to measure drug concentration levels in the blood; high sensitivity products combining small immunofluorescence analyzers and special reagents.
Furthermore, the company commenced manufacturing and selling of authorized generic (AG) pharmaceuticals in FY 2017.

[supersonico] 19/1/2019 09:13

Useful resource / Biopesticide reports and Growth Trends by Dunham and Trimmer.

P42 Consolidation to continue in both industries.





Resources:
Published Articles:
Biopesticides for Seed Treatment
Mergers & Acquisitions in Biostimulant and Biocontrol Sectors
“The World of Semiochemicals”
“ABIM 2015” (Contribution)
MICROBIAL BIOPESTICIDES: A Key Role in the Multinational Portfolio
Biocontrol in Asia Gaining Momentum
Biopesticides: Killer Bugs for Hire
Biopesticides: No Longer a Fringe Sector

[supersonico] 19/1/2019 00:17

Expanding Business in Europe, the World Leader in Biocontrol Solutions
Sumitomo Corporation (head office: Chuo-ku, Tokyo; President & CEO: Kuniharu Nakamura) has invested in Futureco Bioscience S.A. (head office: Barcelona, Spain; hereinafter “Futureco”) through its crop protection marketing company, Sumi Agro Europe Ltd. (head office: London, U.K.; hereinafter “SAE”). Futureco specializes in research, development and production of biocontrol products1 and biostimulants2 (together hereinafter “biocontrol solutions”).

With this investment, SAE will access a strong discovery pipeline and manufacturing competence that will significantly enhance its portfolio in this key growth sector. SAE began marketing crop protection products in Europe, more than 25 years ago and today has a direct distribution presence in 16 countries through its subsidiary and affiliate companies. The wide portfolio and flexible supply options from Futureco provides an opportunity to strengthen SAE position as a provider of new technology solutions that are developed for local farming systems. The expansion of the business in biocontrol solutions is one of the key strategies of SAE, and is expected to bring about complementary synergy with its crop protection products in both product development and sales.

Futureco will access the distribution network of SAE in Europe and Sumitomo Corporation worldwide for its existing portfolio and expects to accelerate the field development phase of its pipeline portfolio through collaboration with the SAE Development Division. Futureco is a family-owned company that has successfully targeted innovation in the sector of lower impact crop protection and plant health technologies, for more than twenty years. Collaboration with research institutes and universities, including the University of Barcelona, has been integrated with their practical agronomic knowledge to focus the discovery and selection of commercially valuable biocontrol solutions.

[chrischas] 18/1/2019 22:58

Mevalone is based on climactic conditions.

I can understand how Jac is nervous.

But that’s all I am going to say.

It’s very addictive watching these posts

[brucie5] 18/1/2019 21:49

By all means.

Along with your valuation of the IP, please, and in particular the closeness to market of its immediate product launches, including, Sustaine, Cedroz, Consumer and CAP verticals, with your workings.

Perhaps you could also stick in a valuation model for Mevalone, based on existing and prospective territories, as well as new applications.

Together with the developing market for biopesticides.

Thanks.

[brucie5] 18/1/2019 18:12

Jak, I'm well aware of cash situation. You seem to be unaware of the fundamental investment case, let alone proximity to break even, so I'm surprised you're here. I've invited you several times to show me your full appraisal of the opportunity, and you refuse to do this. So you're either in ignorance of it, or in denial.

That is not a conversation. Unless I hear further from you in relation to the above, I will assume you are here to make mischief and place you on filter.

Best, B5

[supersonico] 18/1/2019 17:30

Investing,

I'm not opposed to Sipcam/Sumitomo taking a bigger stake. I'd need to see the terms and reasoning before making a judgement as to it's value.

I base my guess, as that is all it is, on actions in the past.

I'm no doubt wildly off target, but saying that Eden has a good record of working out strategic investments like LivingBridge and Sipcam.

[brucie5] 18/1/2019 17:10

Well personally I'd prefer stake building to begin at 50p, but...

So in a sense I at least share your sentiment...

[brucie5] 18/1/2019 16:31

FWIW, I don't agree it would a disaster for SIPCAM to up their stake at current levels, let alone 30p; it would be thoroughly realistic. Depends how much they take of course. By looks of, 2019 may be no more than modest b/e.

[supersonico] 18/1/2019 15:54

Investing,

Why a Disaster?

It's my prediction for 2019 along with No Bayer CAP and Antoine Biron selling TT from the back of a Citroen HY Van in West Ealing.

[brucie5] 18/1/2019 15:54

I'm trying to build a notional calendar for 2019 with key events expected. As many here, I expect this year to be key to moving the company forward, in terms of regulatory permissions (Cedroz USA), product launches (Bayer/TT), and news of Sustaine. So I'd like to invite posters to assist in building the calendar, which might be helpful to us in teasing out some of those pieces of expected news that Investing put together last year. I'll start the bidding with where we are now. Feel free to add suggestions and I'll keep an updated calendar with your attributed ideas.


Jan. Trading update. 1m loss; revenue 2.8m up 48%; sales 1.6m up 100%; TT and Bayer delayed.


Feb. News on TT headlice? Proactive presentation


March Results published with guidance from Shore for 2019.


April Bayer?


May


June


July


Aug

Sept

Oct

Nov

Dec

[investingisatrickygame] 18/1/2019 14:06

We (Eden) won't be around by the time Africa gets on board.

[supersonico] 18/1/2019 14:01

Investing post 5562.

edenvulnerabletoanoffer

It's much easier to see reasons why what you suggest will happen than why it won't. It also lends itself to questions of current stakes and those stakes increasing given the market opportunity in the Medium term.

[investingisatrickygame] 18/1/2019 11:49

Super

We have way more than that to our advantage. We have IP, time and money

hxxps://www.syngenta.com/how-we-do-it/research-and-development/how-we-make-new-products

Who in agriculture, given the bio trend and barriers to entry can ignore this and Eden as soon as Sipcam/Eden announces co-encapsulation success!

Eden are a steel at today's price +x. R & D time from scratch in a fast moving market and no first mover advantage will be/is a costly and potentially dangerous strategic decision if you don't have one foot in the door.

# edenvulnerabletoanoffer :)

[supersonico] 18/1/2019 11:15

I agree and think that's part of the picture but I do also think that sentiment will step change dramatically on either Catalyst news on any front be it co- encapsulation or Sustaine or other but also as the wider Sumitomo and Eastman distribution picture becomes more evident.

We have the dual picture of a rapidly growing global market in biopesticides on one hand and Eden's evolving growth within that sphere on at least two fronts so far disclosed which given the maturity of the Crop protection vertical and the Sumitomo relationship could expand quiet rapidly imo.

[quazie12] 18/1/2019 10:48

Nice little ramp on Mike Walters website this morning. Gone are the days that would positively impact Eden's share price It's simply a case of "show us the profits" before this share price is gonna rise significantly.