Eden Research Share Discussion Threads

[chrischas] 11/4/2019 09:14

I’m referring to the company set up and how it is run

[supersonico] 11/4/2019 08:42

Chrischas ..what parts of the Eden pipeline or Vertical are you referring to?

[investingisatrickygame] 10/4/2019 15:23

Super said

"I'm pleased MW appears to be taking a James Finlayson double take of the Shore cap Note as it bears no resemblance to the Chairs Inflexion point statement. Either all his years at Bayer have taught him nothing or were getting told a bent Radish.

We can only hope that his Inflexion point comments are more accurate than his Short order."

I agree again. Shore Cap report issued, why? Chairman's statement(s)not aligning with the MW reported commentary from Shore Cap. Shore Cap valuation not aligning with perceived value and statements outlined by Eden generally.

Are we and our expectations wrong or does Eden need to deliver their intended report to show the true value of the business which we hope is better aligned with the Chairman and CEO commentary. And then in delivering this new report and valuation how does Eden deliver this to the investment community for acceptance vis-à-vis Shore Capital's assessment of the business. People are bound to ask which is more accurate and then question why the other was issued, that is just basic human nature for reassurance.

[supersonico] 10/4/2019 13:00

I'm pleased MW appears to be taking a James Finlayson double take of the Shore cap Note as it bears no resemblance to the Chairs Inflexion point statement. Either all his years at Bayer have taught him nothing or were getting told a bent Radish.

We can only hope that his Inflexion point comments are more accurate than his Short order.

[littlealbatross2] 10/4/2019 12:22

Yes Brucie. his note is entitled "Dancing in the Dark". sub title as you say, "The hidden attractions of Eden."
Reminds me of Salome's dance of the seven veils......when oh when will all be revealed? "Get 'em off roar the investor hoards. And whose head will be on the line?

[brucie5] 10/4/2019 11:22

Interesting summary on MW. His opinion piece is entitled 'the Hidden attractions of Eden', which I think just about sums up the response of many to yesterday's note: the larger parts of iceburg are not yet visible. In particular the value of Sustainea. I think we knew that.

[supersonico] 10/4/2019 09:52

Also with the High chance of the Bayer and TT delays being linked imo then once those dots are joined and potentially added to the Bayer 2013 opportunities this share blows up beyond anything Shore cap can realistically project.

Their is always a motive behind incongruence aka Why The Lid?

Parallel incongruent Universe;

2015..in the coming months got us to 2016
2016..in the coming months got us to 2017
2017..in the coming months got us to 2018
2018..in the coming months got us to June 2018
June 2018..in short order/ Shelf life got us to Sept 2018
Sept 2018..New school year..gets us to Jan 2019.
Jan 2019..TT New school year goes to Return to School summer 2019.
Jan 2019..Bayer formulation issue .ready Sept 2019.

Come on.. The chain is being yanked

All guesses all the Time

[supersonico] 10/4/2019 09:15

'Why has Eden given it and why have they given it now?'

Good question Investing especially as most of the Edenberg IP pipeline value is hidden from view atm and as such cannot be valued or commented upon. Sustaine Colaboration / Bayer 2013 / Organic market / TT collaborator detail / Sumitomo Seipro .

Any comment that is made is bound to be conservative imo because of this. Medium term I also believe that the Bio pesticide market growth predictions will prove conservative as awareness grows and the producers catch up with demand.

Add the production of this report to Eden's ramped up Proactive presence and talk of expansion and Twitter friends in the PR world at least points to an EDEN spring after years of relative PR hibernation.

[investingisatrickygame] 10/4/2019 08:48

If Eden is going to update outdated market forecasts why are Shore Capital even issuing a report. That makes no sense to me. The whole market needs a breakdown and understanding of value, not a select and covert few as chosen by Shore.


This is yet more frustration around Eden and how they go about informing and distributing information. They know the market is expecting a report as they themselves have advised via the Proactive presentation. So why do they allow Shore to issue such a report? Shore issue based on guidance so Eden, one assumes, must have given it. Why has Eden given it and why have they given it now?


As nearly always with Eden, I am perplexed and enormously frustrated at the lack of clarity, delivery and product and market understanding from Eden and ultimately the climb to share price value, whatever that is with Eden. Eden has to be one of the most opaque (as attyG would say) companies I have ever invested in.


Let's hope someone bids for Eden, the "gamechanger" and puts shareholders out of their misery whilst delivering a reasonable return on their investment.

[littlealbatross2] 09/4/2019 16:36

Shore comment and base case scenario target price posted by a poster on the MW site for those with access.

[supersonico] 09/4/2019 13:04

Indeed ...'Well Understood' like Tobacco and Cancer

[investingisatrickygame] 09/4/2019 10:28

Super,

Quite right. It is inconceivable that Eden will not/might not truly differentiate itself and label itself properly.

It is a key marker and this lack of proper understanding may account in part for such a lack of activity in the share price.

A properly delivered and understood Eden could see the share price multiply to a fairer value!

[supersonico] 09/4/2019 07:50

“There is an undeniable demand for a shift in our industry,” said Alexandra Brand, the chief sustainability officer of Syngenta. “We will put our innovation more strongly in the service of helping farms become resilient to changing climates and better able to adapt to consumer requirements, including reducing carbon emissions and reversing soil erosion and biodiversity decline.”



Syngenta..Total Hypocrites..



How a GM giant ‘bought control’ of what millions of Londoners read
The Evening Standard’s lucrative deal with Swiss chemical giant Syngenta shows how commercial giants pay for news – with readers left in the dark.

[chrischas] 08/4/2019 19:24

Get your own hen coop if you want organic chickens but don’t forget to put them to bed 365 days a year.
Otherwise its a pound an egg and about £20 a chicken.Well that’s my guess for the next few years.I am talking about how a farmer has to earn a living.

[supersonico] 08/4/2019 18:47

Interesting examples of how in growing Organic market demand is outstripping supply and the derogations that are issued which means the Chicken that B5 has with his Organic veg is not as Organic as he might have imagined ;)

(4) Article 42 of Regulation (EC) No 889/2008 allows, under certain conditions and when organic reared pullets are not available, for non-organically reared pullets for egg production of not more than 18 weeks to be brought into an organic livestock unit until 31 December 2018.

(5) Production of organically reared pullets for egg production is not sufficiently available, both in terms of quality and quantity, on the Union market to meet the needs of laying hen farmers. In order to allow more time for the production of organically reared pullets for egg production and to establish detailed rules for the production of organically reared pullets, the period of application of the exceptional production rules for non-organically reared pullets for egg production of not more than 18 weeks should be extended until 31 December 2020.

7) Organic protein supply is not sufficiently available, both in terms of quality and quantity, on the Union market to meet the nutritional requirements of pigs and poultry raised on organic farms. The production of organic protein crops is still lagging behind demand. It is therefore appropriate to extend the period in which it is allowed to use a limited proportion of non-organic protein feed for porcine and poultry species until 31 December 2020.


……………………….

Plus with head lines like this from the WSJ 'Roundup, the World’s Best-Selling Weedkiller, Faces a Legal Reckoning' that shortage is likely to persist.

Plaintiffs’ lawyers say research was skewed by company cooperation with scientists; Bayer AG says the product is safe



Toxicological Profile for Glyphosate

[supersonico] 08/4/2019 15:21

Comedy Gold..

Bayer Makes Bid for “Trust” Amid Third Monsanto Cancer Trial



Bayer AG, which bought Monsanto last summer, said Monday that it was making scientific studies available for public scrutiny in an effort to counter growing concerns about the safety of Monsanto’s flagship glyphosate-based herbicide products.

“Transparency is a catalyst for trust, so more transparency is a good thing for consumers, policymakers and businesses, Liam Condon, president of Bayer’s crop science division, said in a statement. Safety, he said, is the company’s top priority.

The comments come as pressure is mounting on Bayer management as roughly 11,000 people are suing Monsanto alleging glyphosate-based herbicides such as Roundup cause non-Hodgkin lymphoma, and Monsanto has hidden the risks and manipulated the scientific record. The first Roundup cancer trial resulted in a jury verdict of $289 million in damages against Monsanto, though a judge later lowered that to $78 million. The second such trial ended last month with a jury verdict of $80.2 million against Monsanto. The third trial is now underway.

[supersonico] 08/4/2019 13:19

Are you ready for Roundup Ready People?

[brucie5] 08/4/2019 12:38

Miranda, don't go away, please. What are your expectations for Mevalone sales for 2019, and how do you reflects upon the notional $300m total market for botrytis. Does that include wine producing grapes alone?

[mirandaj] 08/4/2019 12:30

"Pesticide" is the correct umbrella term as wan has said. It is more well understood Worldwide than "bio-pesticide".

[brucie5] 08/4/2019 12:27

Anything appearing in the Daily Mail should be taken with a generous portion of copper sulphate. They are of course playing to an audience which would in general rather eat rats bladders treated with sheep dip than endorse anything so subversive as 'organic'.
Nevertheless, as someone who does get a weekly organic veg box, I wasn't exactly pleased to hear that my potatoes could be poisoning me...

Could this be one for Mevalone, then? Though it's not certified organic...

[investingisatrickygame] 08/4/2019 11:55

Organic

The Natural Solution

Biopesticides

Proactive Investors - We do not produce pesticides!!!!!!!!