Eden Research Share Discussion Threads

[supersonico] 26/4/2019 12:03

Dave Goulson talks about the causes of insect declines, and how we might all help to reverse them (only the short intro is in German!):



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[supersonico] 26/4/2019 10:15

Le cognac Hennessy veut bannir les herbicides d’ici 2028



The Hennessy cognac house intends to ban herbicides vines of its 1,600 winemakers partners by 2028 by proposing a technical and financial support plan, we learned Thursday from the world number one.
The CEO of the group, Bernard Peillon, made this announcement Wednesday night, during the meeting partners in Cognac, with independent winemakers who exploit 32,000 hectares on behalf of Hennessy on a total of 76,000 ha for the appellation in Charente and Charente -Maritime, according to its communication department.

According to the calendar unveiled at this annual meeting, winemakers delivering to Hennessy will have to engage in an environmental certification process within three years and obtain in 2025 the "High environmental value" (HVE) label, which imposes the need to protect the environment. plant and animal biodiversity and limited treatments.

In nine years, Hennessy's partner vineyards will no longer need to use any herbicide. To get rid of glyphosate, flazasulfuron and other weed killers, Hennessy, which belongs to the luxury giant LVMH, has carried out conclusive tests on its 180 ha vineyard. In the coming weeks, he intends to present his technical and financial assistance plan to assist winemakers with this change in practices.

The alternatives to herbicides retained are mainly mechanical but also vegetable. Robots, pressurized water or tea-based porridge could be used in the vineyards.
At the cognac appellation level, two agri-environmental measures were recently included in the specifications to limit the use of chemical weed control, with the goal by 2025 of reducing the use of herbicides by 50%.

[bjlk] 26/4/2019 09:14

Shareholder revolt on ss and aa remuneration and the whole pay committee setup... tied in with share price appreciation and commercial success?? I would vote for that so this jam tomorrow story might bare fruit before they retire... grrrh it's beyond excessive their pay rises given the depreciating share price...

[supersonico] 26/4/2019 08:38

Different sort of 'emergency' I believe Monet.

Use on Kiwi is More like a derogation as already approved Mevalone gets with Pomegranates.

This is an 'emergency' cart as the 'urgent need' has come prior to the 'approval' paperwork horse in changing times.

[monet] 26/4/2019 08:24

Why didn't we get a RNS for this?

3LOGY: authorized for use in plant health emergency

From 8 April it will be possible to use 3LOGY for Actinidia botrytis


The botrytis ( Botrytis cinerea or gray mold), is a pathogen that causes severe changes in load of flowers, fruits, leaves and shoots of numerous crops

The Botrytis on kiwifruit (or kiwi) manifests itself already in the early stages of flowering, growing in flowers with brownish rots that induce abundant drops and prevent normal fruit set.
The fungus can also remain latent and subsequently cause serious damage to fruits that deteriorate to such an extent that they can no longer be sold.

Botrytis develops especially in particularly wet years, Favored by heavy rains and repeated

3LOGY , innovative antibotritico based on terpenes, was authorized for a period of 120 days, from 8 April to August 5, for danger to plant health on botrytis Actinidia

[supersonico] 26/4/2019 08:16

It can be all summed up by Edenberg , NDA's , Incongruence, technical issues and Scandi Noir imo at the S curve mathematical collapse of the Green Revolution narrative.

The 'Emergency' status tells those who follow the non 'effective' 'Direction of Travel news' everything we knew already and will be repeated across the board imo.

[hjs] 26/4/2019 07:57

Today's RNS is a very positive news. Other EU states will follow.Imo the share price should open higher and who knows the week end press may pick up the Eden story....

[investingisatrickygame] 26/4/2019 07:54

From today's RNS

"Such "emergency" authorisations are allowed by EU member states when local regulatory authorities judge that they are needed in the local market in order to meet the requirements of growers in the absence of suitable commercially-available alternatives."

Italy cannot be the only country that hasn't got "suitable commercially-available alternatives". I'd now expect more to follow "in short order" :). This seems like excellent and significant news to me.

I'd also expect, based on the above statement, Cedroz to gain a very high market share and very quickly. Again, this will make a mockery of the recent Shore Capital report and allocated product shares, all of which of course, we are not meant to have visibility on!!!!!

[supersonico] 26/4/2019 07:23

Emergency Use due to limited alternatives ..News

Italy grants "emergency use" authorisation for Cedroz to meet grower demands



"The Italian market represents a significant opportunity for Cedroz and, as such, it is great to see the regulatory authorities respond positively by granting this emergency authorisation. This also verifies that there is a limited number of alternative products available to tackle nematodes in the Italian market and consequently growers need new tools to help control this damaging pest on a range of important high value crops."

[sortudo7] 25/4/2019 23:21

Positive results or profits are the best PR's of any company. The next AGM is coming soon and my list of questions are being prepared...

[investingisatrickygame] 25/4/2019 22:44

Brucie,

I don't believe it would be "pumping up" the share price at all, but aligning it more closely to real value today, not future value.

I simply do not believe that Eden is worth just £22 million. Based on how valuations are assessed, I believe 50p+ is not out of sync with where the business is today.

[brucie5] 25/4/2019 21:49

Investing, at risk of sounding boorish, I don't think there's any point in the bod here trying to pump up the share price, when the only think that will really drive this forward is delivery of news. We know what that means, and it's a waiting game. Unfortunately, two items should have arrived end of year 2018, as we know, and that in itself has affected credibility.

Having said that, Lykele may wish to explain at the AGM why he has still not bought any shares.

[supersonico] 25/4/2019 20:53

I would have thought by now Investing you know the answer to that?

[investingisatrickygame] 25/4/2019 20:35

The only thing that really matters to you and me after all this time and the narrative delivered is the share price.

One question for the BoD and everyone here. Do we really think Eden is fair value today at circa £22 million. If not, why not and what should it be?

And assuming a higher value, what is Eden and their advisers going to do about it?

[investingisatrickygame] 25/4/2019 14:11

Super,

I'm not so concerned about the +3% NewYorkers as I don't see it as a major issue. Isn't it a nominee account?

The primary issue is the illiquidity in the shares and the current market cap via-a vis the narrative. The two are so far apart that it warrants

A) greater explanation for the differential OR
B) a changing of the narrative to better fall in line with current market cap value OR
C) a greater effort and a better understanding of how to deliver value into the share price pre-profit and substantial income (many successful tech led companies of one form or another execute and achieve this)OR
D) in association with C) a detailed breakdown of value by vertical in a PI available research paper so that PI's can really get to grip with Eden and value with confidence


Clearly, there is a lack of confidence and awareness as to why an investment in Eden Research is worthwhile at 10.5p. That confidence and explanation has to be delivered to carry the share price upwards. In my opinion, even if Eden delivers a profit this year, in isolation, this will not drive share price growth to where a number of us think it should be.


There are plenty of cars that do 50mpg and keep more money in our pockets than those that do 35mpg, but we don't always buy the former, do we! Eden has to appeal to free and available money on a number of fronts and a 3 year historic view of the share price in association with key progressive RNS's clearly shows that Eden is failing to achieve that.

In my opinion, NDA's, small corporate losses (relatively speaking) and the Chairman absent of shares are not the reasons for the share price sitting as this woeful level.

[supersonico] 25/4/2019 11:03

Brucie5/ Investing

Should we have had a formal holdings RNS for our new +3% NewYorkers as mentioned 16/4/19 Annual report?

[brucie5] 25/4/2019 09:52

Chrischas, could you kindly explain your post? In what do you hope do be proved wrong? It sounds rather ominous.

[chrischas] 24/4/2019 20:29

Now ,there is some sense being talked about what I alluded a few weeks back.

I put my Pennorth in quite a few months back ,on the share price .I think I was almost the lowest price .
I’ve not changed my opinion though I hope I am proved wrong.

[supersonico] 24/4/2019 18:44

The Partners will want to milk the Wonder and Awe PR moment and Eden are being tight lipped and conservative which also suits those with an appetite for Scandi Noir.

[investingisatrickygame] 24/4/2019 18:18

Super,

The whole NDA story is becoming an encyclopedia don't you think?

If they're not careful it will be their nail in the coffin. Sitting behind the NDA narrative doesn't sit comfortably from an investment perspective when the NDA explanation is delivered year after year after year.


I don't believe that Eden's 'partners' can NDA them for this long or that Eden would reasonably submit to the same. Even so, each partners NDA would expire at different times allowing Eden to unfold the story, save a renewal of the NDA.


To me, you can't expect to be a Plc, promoted through the IPO, who goes for placing funds, draw bonuses based on commercial success and then say to your fellow company owners that we can't tell you anything, it's not our fault, but we're confined everywhere by NDA.


That is not a proposition to attract new money and a higher share price. It is not a proposition to attract institutions. It's not an investment proposition save those locked in through price and illiquidity.