Eden Research Share Discussion Threads

[investingisatrickygame] 03/2/2019 13:38

A POSSIBLE BIDDING WAR?

Given Eden's current low level income & market capitalisation, but strong alliances and routes to market, all protected by IP in strongly regulated markets and with food being a global necessity where the demands are only going to grow, is it feasible that sometime this year when long awaited news is crystallised and delivered via RNS that we might see a bidding war for Eden?

I am sure many of you have recently read the Earthport story with Mastercard and Visa bidding for them hxxp://centercryptonews.com/2019/01/mastercard-and-visa-in-bidding-war-for-ripple-partner-earthport/

Accepting that Fintech and Agro-chemical is not the same sector and I'm sure the 'rules' are different, the business principles and similarities are for me, quite close

1) Earthport loss making
2) Earthport a low turnover relative to potential
3) Earthport has an undervalued market capitalisation (multiplied many times since the low point on December 4 2018) and hence the bidding war
4) Earthport has global application
5) Earthport has high profile global clients

Eden is all of the above and if it lacks the ability to move in scale at an acceptable rate, could Eden find itself vulnerable and unable to defend any such offer?

Some shareholders, right or wrong, will think Eden is moving at a slow and unacceptable rate and this may or may not include targeted institutions who have not yet invested. Equally, those that think the same will be only too willing to accept any such offer in Eden when it is illiquid and stuck in a lowly valuation.

There must be industry players that Eden is talking to or even in current commercial arrangements with that will know Eden's vulnerability to such an offer and may be thinking about making an offer for Eden at some stage, in whole or in part for one of their active verticals.

Cedroz alone which is a done deal makes Eden cheap, cheap, cheap. I doubt that will be ignored for too long, nor will the other deliverables coming onstream.

Fingers crossed for a bidding war to shake things up a bit.

[investingisatrickygame] 03/2/2019 10:37

Brucie5 post 5651

"Hands up: I've sold down a few over last few days. 200k shares. I still hold multiples, but being an illiquid share, it may have had an effect."

SHARE MANAGEMENT

This is a real problem that Eden has. Someone who has taken a three year view chooses to sell down a few hundred thousand shares (no criticism from me) and invest it elsewhere for more imminent returns as their perception is Eden will likely not deliver the same in the short to medium term.

Eden, as with all AIM listed shares, has to fight for investor pounds. It is not a choice, moreso an ongoing operational activity. With around 1,000 companies on AIM, there are plenty of choices of places to put your money.

As exampled by Brucie5 "but I wanted to avail myself of other shorter term opportunities (including notable revivals at IOF, FTC and MTFB)"

You have to understand your audience in all walks of life and understanding AIM investors, the bulk of which are private individuals trying to make a quid and improve their lives, is key. Not one AIM company can afford to be dismissive about this audience. In fact, the company that best understands them, recognises them AND has a real business proposition to back it up is very likely to benefit at the expense of others and rightly so.

To my mind, Eden really does have a significant opportunity to attract these investors en masse. Actually, it is really not fair to many other companies because Eden has protected IP, a true global landscape for its product and tech portfolio, major corporate adopters of the same, in a market that is essential to the lives and mindsets of every living person, specifically, food harvests, food quality, shelf longevity and a natural solution that satisfies the minds of those who fear pesticides for them and their offspring.

Eden has a story to tell with a very long tail that can rest in the minds and wallets of investors. If they could just tell the story in a different way to get into those minds rather than deliver a corporate style interview I feel their appeal would broaden significantly and thus their share price would start to rise.

This of course, would help Brucie5 et al stay invested, enjoy the story and share the story with other willing ears.

[chrischas] 02/2/2019 22:36

Knowing a good product is one thing.Spending money on it is another thing.Developing it in your own research labs and field trials is also another thing.........
Can you then afford to buy the company or take a 10% stake.Perhaps as a private company you can oil a few wheels as you test out the true potential of all those patents.Maye you are /have trialed it and the potential is not certain but you can still work on it for another year.Do you put your lab under an omertà.Perhaps you strike an understanding with the most important?
Food for thought when the harvest is reaped.

[supersonico] 02/2/2019 18:18

Sean Smith and Alex Abrey of Eden research who both own Eden Research shares and will directly benefit from Share price appreciation decided to delay the announcement of news regarding their partners TT and Sipcam/Sustaine and progress on all other fronts until after the forthcoming PR event. Sean Smith said that he had consulted with Inflexky-Lykele, who had spent 35 years at Bayer and they agreed on a strategy along with PR team Powerscourt and Proactive that a presentation should ideally provoke as many 'difficult questions' from irritated investors who's patience had worn thin as is humanly possible and was, along with raw onion canapes the most proficient way to curate the presentation or 'Edenstallation' as Alex, a fan of Anya Hindmarch and Hannah Cullwick, insists on calling it.

Outside observers who have witnessed the preparations report that the evening looks more like an 'anger management seminar' than an investor evening with Andrew Scott and Proactive staff recommending investors get a decent nights sleep on Wednesday and offering chamomile instead of coffee to avoid hopelessness quickly turning to despair. Sean and Alex will be wearing discreet body armour and all windows above ground floor will be glued shut as a precaution. The publicity team at have also been working along side Proactive to provide live streaming of the event.

Since that decision has been made, Sean a Ken Dodd fanatic has been seen pacing the halls working on his most empathic response to answering 'difficult questions' in a sincere manner from a puppet suffering from the chronic discomfort of a prosthetic hand buried in his Cedroz which he implies despite being sold in 29 countries will not be revenue generating.

Cedroz ..it's behind you.

[supersonico] 02/2/2019 17:03

Livingbridge made a strategic investment in Eden research of £2million to calm growth fears in their VC fund. Gresham House also seeking to reduce profits subsequently bought Livingbridge as their management team had shown thorough disregard for profits and won various industry awards for convincingly year on year coming bottom in investor Tables.

In 2017 Sipcam who had made many investments in no growth companies over it's long history and reported accidental profits of over $500m last year reacted swiftly to the opportunity to make matters far worse by investing £2.4m in Eden

'It seems these companies will stop at nothing to loose money' an industry insider told AgNews.

[supersonico] 02/2/2019 12:57

Direction of Travel news



What is Zerya
Zerya® is a private quality trademark that belongs to 'Zerya Producciones sin Residuos S.L.', and it represents the effort of many years of research dedicated to define fruit & vegetable production systems that can guarantee a residue free (*) final product.

Our goal is to provide an opportunity for differentiation to companies with highly qualified technicians, through a coordinated effort and the conviction that it possible to produce safe food in a cost-effective way through a rational use of agricultural inputs and that can lead to a sustainable production system, environmentally friendly and capable of fulfilling customers' requirements.
Zerya® is organized through crop-specific workgroups in which the leading experts, growers and production companies are represented. They carry out continuous technical improvements and develop, together with the ZERYA management team, cropping strategies and guidelines, which are later transmitted to the registered customers who wish to comply with ZERYA®'s objectives.

The management and control of the operations, resources and production, as well as the product characteristics and auditing requirements demanded to the registered producers, will be assessed by the workgroups established by the Trademark Standards, which are controlled by the Supervision Committee ensuring the proper function, transparency and independence of the Trademark. For such purposes, the Committee is in charge of the supervision of the different technical workgroups and organizes periodical meetings with representatives of the key players of the food distribution channel, from farmers and producers to end users.

Standard compliance is assured through a Certification Body that establishes an audit program to the producers and through accredited laboratories that take samples and run MRL analysis to verify the Standard fulfillment.
The use of the Trademark is granted to the certified companies and allows the differentiation of these products in the market.

[investingisatrickygame] 02/2/2019 12:31

Upcoming Week

I think it is a big week in store for Eden. A non-performing share price for the last two years, it has sat in a very narrow and arguably low range. Shareholders have had no returns and given this is their intended outcome, I'm sure many will seek inspiration from this coming Thursday's inaugural investor audience presentation.

I ask myself why are they doing this now? If it is to tell the story as is to a live audience then I personally would be very disappointed. I am hoping for, almost expecting positive RNS's this week.

When Eden does announce via RNS the Bayer, TT, Sustaine announcements they (failing another strategic investment/partnership) will have delivered their last major RNS's for a while, at least to my mind. Therefore, when these announcements do come, they need some fanfare; what do they really mean for the Company; how will this leverage other aligned developments; what is the value of these deals; where does this place Eden?

It's a terrific opportunity to really explain the value of Eden to everyone and this will need to be done for the share price to positively transform.

We will of course have updates on Mevalone US and Cedroz companies coming on stream.

These are all the value makers that sit before Eden and their shareholders right now. So I keep asking myself, what is the value of all of the above? This is what I want Eden to tell me, you and anyone and everyone who is willing to listen.

With all of this in place and if not translated into the share price, why would Eden not be a bid target? Their share price in this scenario would be one of continuous underperformance and therefore would be available cheaply to an interested party with significant and imminent oncoming income streams.

So potentially, a big week for Eden and to have investors understand all of this and to get the share price climbing. If not, then as an investment Eden to me would seem to be in limbo.

[monet] 01/2/2019 17:46

Northwick i think it was a sell.
350k sell at 9:15 yesterday morning at 10p caused the spike down to 9.8p. That might have been the trade to pay the tax bill which someone mentioned?

[northwick] 01/2/2019 17:39

350k is that a buy from yesterday? Looks like it.MM had to lower the bid today to shake the tree and force out nervous holders.

[supersonico] 01/2/2019 16:42

JakNife
1 Feb '19 - 16:02 - 5652 of 5653
0 0 0
It's not a religion. It's not about faith. It's simply whether the company is going to produce profits and thus shareholder returns to justify its current valuation.

The answer to that question at this point in time is an obvious big fat no. The only way to answer otherwise is to make some materially excessive assumptions about future growth - ie dream.

Companies normally go to Proactive (and complete the circuit of other associated events/presentations) for one reason - to prep the market for a fund raising. If you read between the lines the price action is completely obvious!

[brucie5] 01/2/2019 16:07

JakNife
1 Feb '19 - 16:02 - 5652 of 5652
0 0 0
It's not a religion. It's not about faith
---------------------------------------------
Jak, you really don't need to tell me that. I use the word loosely. But having soaked up the story, the IP, the timelines, the markets and the products, I try and develop a 'feeling' as to whether this is a proposition worth sticking with. I continue to 'believe' that it most definitely is.

You picked up my post pretty darn quickly, btw. Obviously glued to your boards?

[brucie5] 01/2/2019 15:57

Hands up: I've sold down a few over last few days. 200k shares. I still hold multiples, but being an illiquid share, it may have had an effect.

My faith in the proposition is not changed, but I wanted to avail myself of other shorter term opportunities (including notable revivals at IOF, FTC and MTFB), while hopefully gaining some extra diversification, while EDEN sorts out what it's actually going to deliver, against what it has told us it's going to deliver. I also need to stress test my folio against various contingencies, both EDEN related and unrelated. But EDEN is a big part, and I have rules.

In the meantime, I'm looking forward to hearing what they have reveal on the 7th, either personally, if I can, or through others here?

Fwiw. With any luck there will be a stonking RNS on Monday which will blow this back up to 16p. On the other hand, we may be waiting for an EDEN while.

[northwick] 01/2/2019 15:44

Looks like a few shareholders have lost faith in Eden, maybe for the wrong reasons, or would it wrong to assume these shareholders sold to settle their tax liabilities. Either way, a very disappointing start to the month.

[monet] 01/2/2019 15:36

Trades on Nex Exchange
Date & Time Volume Price
01/02/2019 12:49 23,474 9.83
01/02/2019 12:48 25,000 9.83
01/02/2019 12:47 15,000 9.83

[investingisatrickygame] 01/2/2019 14:40

SHARE PRICE

Very bizarre activity yesterday and today. A relatively illiquid share with days of no trading and then we have the events of yesterday and today.

It is very odd to say the least!

We even had a 13% drop at one point the other day and ordinarily that would trigger an RNS on price movement as per LSE guidelines, but nothing.

[supersonico] 31/1/2019 11:30

FYI Oxymoron

[daniel levi bmd] 31/1/2019 11:25

FYI



Great read this..

Dan
x

[supersonico] 31/1/2019 11:22

I'm sure Mrs100K will help out in some way.

[bjlk] 31/1/2019 10:04

Shaping up to be another storming day of loosing money on Eden again...

[supersonico] 31/1/2019 08:00

The public just don't understand the science a diplomatic man once told us. They are the prey we are the predator is natures way dear fellow. It's for their own benefit.

Now run along with your multitude of chronic diseases caused by biome disfunction.. theirs a good fellow



The Quebec Ministry of Agriculture has dismissed a whistleblower who had denounced the private interference in public research on pesticides, learned Radio-Canada. The grievor was fired last Thursday for providing confidential information to a media outlet, while two of his colleagues are suspended. These reprisals raise questions about the protection of whistleblowers in Quebec.
With 32 years of experience at the Quebec Ministry of Agriculture, Fisheries and Food (MAPAQ), the agronomist Louis Robert is a leader in his field. The official in the Saint-Hyacinthe office had even been the subject of a long report from La semaine verte this fall.

In 2017, the expert adviser in the grain sector had dared to denounce, internally, the interference of the private sector in public research on the use of pesticides. Dissatisfied with listening to his superiors, he turned to Radio-Canada. The grievor had shared, in complete confidentiality, overwhelming documents.
Using information and a dozen testimonials, our survey "Pesticides: when the private sector administers Quebec public research", published in March 2018, shed light on the crisis at the Grain Research Center (CEROM ), which led to the resignation of many researchers.

For example, a ministerial note reported attempts to intimidate researchers and interfere with the dissemination and interpretation of research findings.


CEROM's board of directors is dominated by representatives of the private sector, while more than two-thirds of its funding (68%) comes from the Ministry of Agriculture. MAPAQ has only one observer representative, without the right to vote.
Hunting the whistleblower
In September, a few months after the broadcast of the report, the ministry calls alternately officials who have access to the internal note. To each, the management asks if it is at the origin of the leak. When his turn comes, Louis Robert chooses to assume and admit.
Recorded of his duties with pay, he was the subject of an administrative inquiry for several weeks which ended with a last meeting, in mid-January, during which he expressed no regret to his superiors.

The verdict falls on January 24: dismissal for forwarding a confidential document to a journalist and for violating the obligations of discretion.
The decision was personally authorized by the Minister of Agriculture André Lamontagne. The latter revealed it at the entrance of the caucus of the Future Coalition Quebec, Wednesday.