Eden Research Share Discussion Threads

[investingisatrickygame] 08/2/2019 13:30

I didn't attend the presentation last evening, but what I take from it is as follows:-

Source: [...]


1)It is the best, most specific, most relevant presentation that I have seen Eden deliver
2)Slide 3 "globally, Eden is one of the few biocontrol companies with a proven business". Based on this alone and referencing back to the Chairman's comments at the 2018 AGM, then it is nailed on that Eden is high and maybe even imminent in terms of actioning anything on such companies watchlist. So specifically, taking a stake, taking out a vertical, taking out Eden altogether
3)Slide 8, it would have been good to see more detail on Consumer Products as this part of the slide has been produced many times with little or no visible progress, head lice aside
4)Slide 11, finally qualified the annual value (2022 anticipated) of the biopesticide market & will be attacking the $3.1 billion neonicotinoid market through Sustaine encapsulation and co-encapsulation
5) Slides 9 & 12 somewhat qualify their intent to deliver in the 'slug' market
6) Slide 19 "Unique technology". How will anyone value that? Very interesting if they can clearly show a path to Sustaine helping them in their goal of being the "leader in sustainable bioactive products". Given the global statement in point 2 above, how far away is Eden from that now? With their distribution partners, what timeframe is likely to achieve that? Does this therefore increase focus on Eden now from industry players and does that heighten the potential for a hostile, or otherwise, bid?
7)Slide 20, Eden has qualified the value of their proven addressable biopesticide market; $1.2 billion, 14% of the global market projected value
8) Slide 21, Eden finally qualifies themselves that the entry to market is both time consuming and very expensive (previously not stated by Eden, but by chemical companies such as Syngenta). With biopesticides development costing 10% of that of traditional chemicals, with Eden established and again, point 2 above, that to me does again, place Eden front and central as a potential takeover/stake building target
9)Slide 26 UPDATED MARKET FORECASTS to be published during H1 2019. When were they ever publicly available? This sounds like a major step to me in terms of visibility to value. Via Eden, Edison or ANO?
10) Slide 29 Bayer Animal Health commercial launches. When? We've heard this so many times so a bit more underpinning and conviction to reassure everyone that it will finally happen would be worthwhile, assuming that wasn't given in speech last night. Best in print though so everyone can see when this presentation gets shared with others. Also "Accelerate commercialisation of Sustaine for conventional actives. So Sustaine encapsulation of others commercial chemical products. We could do with a more in-depth update on this in regards to Eden's evaluation agreement on the same with Sipcam


It is the best and most convincing Eden presentation I have seen, underpinned by numbers, targets and soon to be, forecasts. As ChrisChas said, Eden needs to build upon this, re-emphasise this, broaden this and message to as wide a relevant audience as possible. Use film to cover this as it is more digestible and when delivered well, making Eden more investible.


How much is an industrial tech company that has unique technology and is globally, one of the few bioactive companies with a proven business, worth?


12 years and $300 million cost is too long to wait as the train has left the station.


Regulatory pressures going against traditional chemicals combined with the two points above makes Eden a no-brainer.


So the stand out point in the presentation that makes no sense to private investors, hopefully makes no sense to institutional investors and I'm sure looks crazy to industry players is slide 3....Eden Market Cap £20 million

Eden is so undervalued for investors and potential suitors alike that if Eden's share price was a £1 today, it wouldn't look stupid!!!!!!!!!!!

[chrischas] 08/2/2019 10:31

Well just looked at the website and that is much improved.Hope they really start giving out.They seem to have made a decent start.Can they keep this up all through the year

[rosey5464] 08/2/2019 10:04

Nothing much new given away last night apart from headlice slippage. That's a prime example why Eden don't like to give timescales when so much is in the hands of 3rd parties and regulators.

Interestingly, Eden will be issuing an updated forecast first half of this year based on deals done and then with pipeline deals - should be interesting!
Cheers
Rosey

[investingisatrickygame] 08/2/2019 09:41

Rosey5464,

Would you care to give us a breakdown of your interpretation of the evening for those of us that didn't attend?

[rosey5464] 08/2/2019 08:53

Was it shelf life for example?

Nope - product all ready to go but distributor didn't have their act together re marketing blah blah

Cheers

Rosey

[supersonico] 08/2/2019 07:37

Was it shelf life for example?

[supersonico] 08/2/2019 07:31

paulpaolo,

Thanks for the feedback.

Did you get a report on the reason for the TT delay and Bayer Delay and why 2/3 of the Pipeline verticals are now pushed to the end of year 2019? ...in parallel..again.

[brucie5] 08/2/2019 07:07

Thanks Paul. Yes, I'd be excited if they could produce an effective organic slug killer. Get it onto gardener's question time!

Nits not till September... That's a delay. What about Bayer?

Be interested to hear jaknifes take on Sean's cash assurances.

[supersonico] 07/2/2019 22:40

tao guang yang hui

[northwick] 07/2/2019 22:26

More than likely TT will launch their head lice products in late summer just ahead just before school start.

[chrischas] 07/2/2019 19:49

Not one reference to tonight on the ER website .Neither atShore Capital (last ref more than 18 months ago)or Powerscourt.Its looks like they have no interest in boosting their own company or the share price.

[brucie5] 07/2/2019 19:15

What was said about the delays on TT and Bayer?

[chrischas] 07/2/2019 19:09

Not one reference to tonight on the ER website .Neither atShore Capital (last ref more than 18 months ago)or Powerscourt.Its looks like they have no interest in boosting their own company or the share price.

[brucie5] 07/2/2019 19:02

Ok, keep us posted... We'll have to read between the lines.

At least you made it. Is anyone tweeting?

[brucie5] 07/2/2019 18:52

Anyone reporting back?

[investingisatrickygame] 07/2/2019 11:31

Super,

Yes you are :).

It needs someone to make a bid that recognises the value of all of that IP that both currently and will in the future, deliver global commercial contracts of value.

Eden has the right credentials: sustainability

Eden has IP tech, already recognised and with significant future usage and value: Sustaine

Eden produces natural solutions to be used in isolation or its active ingredients blended: co-encapsulation

R & D, time and money are not, as is publicised, in favour of undeveloped situations for global players. Buying eden circumvents all of that.

We need a bid, then a bidding war to rightly reward shareholders and to take the apparent difficulty of managing the share price away from the principle management of Eden.

An industry bid valuation satisfies everyone.

[supersonico] 07/2/2019 08:06

I'm a fool for expecting a tiny bit of congruence from the masters of incongruence.

[bjlk] 07/2/2019 07:56

Well this new tidal wave of pr kicks off with Jam tomorrow... disappointed that there is no rns to kick start this first push....

[brucie5] 07/2/2019 07:52

Well, your confidence in a RNS seems to have been misplaced.