Eden Research Share Discussion Threads

[investingisatrickygame] 03/9/2019 11:50

TT

Does it matter? It is not in their control. Cenkos in print doesn't attribute much in the way of future value for the UK market. Others maybe if they do both the eu and the US, byt at the speed they're move to commercialisation in the UK, when are the other two realistically likely to happen.

The Company is all about crop protection, self declared, most important market. So we should be bleating on about this sector and why is the Company failing to give updates on Sustaine and Sipcam's evaluation over two years since they RNS'd the same. How about the others that are trialling....Bayer?

Why does Eden continue to show in its presentations that Bayer is a commercial partner, but then doesn't present TT as a commercial partner.

What is commercial about our engagement with Bayer, but not TT? Is this not duplicitous! Both are trialling, have been, aren't delivering anything commercial in the books of Eden, so why show one as a commercial partner and not the other? This makes no sense from the information that is available to the investment community.

Commercial Partner: hxxps://dictionary.reverso.net/english-cobuild/commercial%20partnership

What other field trials are in place?

What stage are these field trials at?

What progress have they made?

is G3Y the only one? If not and we can hear about G3Y, why are we not hearing about the others?

So many questions with Eden. Such a tremendous lack of understanding with Eden. No future value placed on Eden by the new broker. No engagement with shareholders.

How can you expect your share price and market capitalisation to flourish when you behave this way? you can't!

There will be a rush for the door with Eden if the share price ever rises because investors will have no faith in management's ability and willingness to see it stay at a higher level and so they will take a return, maybe smaller than hoped for and move on to something that they hope will be more rewarding and more transparent.

[brucie5] 03/9/2019 11:40

I wonder if TT actually exist.

[weyweyumfozo] 03/9/2019 11:35

I wonder if the .eu on the end of the website address is to make it look more continental with Brexit going on.

[supersonico] 03/9/2019 11:31

Northwick ..

You appear to have info that contradicts EDEN RNS'd investor advise? so where is the public update?

'Sales of the head-lice product into the distribution channel are expected to begin before the end of 2018 in the UK, where TerpeneTech's distribution channel partner has already been established, with commercial launch at the beginning of 2019'

[northwick] 03/9/2019 11:28

Wishful thinking The big discount retailers have yet to be signed up, so I believe.

[supersonico] 03/9/2019 11:12

Approval of TerpeneTech head-lice product 10 October 2018

Sales of the head-lice product into the distribution channel are expected to begin before the end of 2018 in the UK, where TerpeneTech's distribution channel partner has already been established, with commercial launch at the beginning of 2019. Sales will commence in other countries in the EEA once arrangements with additional distribution partners have been finalised. This is expected to take place during 2019.



Year-end trading update 15 January 2019

'On 10 October 2018, the Company announced that TerpeneTech, Eden's associate company, had received regulatory clearance to sell its head-lice product in the European Economic Area. TerpeneTech is now working with its distribution partner to launch that product in the U.K. in 2019. TerpeneTech is also actively working to establish distribution partners in new territories including elsewhere in Europe and also the United States'.


…………………………..
Financial Results for Year Ended 31 December 2018 / TerpeneTech / 02 April 2019

'TerpeneTech secured a CE mark for its head-lice treatment product in European Economic Area ("EEA") in 2018. This is the first step in the marketing and sales of such products. TerpeneTech has also established its first channel distribution partner who will target the U.K. market. The first product launch in the U.K. is expected to coincide with the back-to-school schedule in the autumn of 2019. Sales will commence in other countries in the EEA once arrangements with additional distribution partners have been finalised. This is expected to take place during 2019'.

[weyweyumfozo] 03/9/2019 10:36

I thought they already had Aldi & Lidl lined up??

[investingisatrickygame] 02/9/2019 23:30

Quite right super

Which is right, which is wrong?

Which piece of insight should a potential new private investor listen to?

What decision if any can they make based on opposing statements?

Eden is as clear as mud with no clear path to investment if you're looking at a small cap, high growth potential opportunity, AIM listed stock.

Why does Eden make life so difficult!

[supersonico] 02/9/2019 20:02

Peak Incongruence. Will the Real TT come forward.

Good to have the TT web page up again so we can see all the products they have developed over the past nine years but will not be commercialising according to a Eden commissioned report from Cenkos.. but then if you go by Eden RNS statements they may well be ..It's hard to know who in the coming short order to believe.
……………….

I Just had to post these 2015 and 2019 chalk and cheese / night and Day / left and right / up and down statements side by side again just so those who did not appreciate the dramatic contrast in Sean Smith 2015 RNS and Sean Smith 2019 commissioned words the first time have the opportunity to have another read.

The contrast is remarkable and the headlice epidemic has grown worse since 2015.

2015 TerpeneTech Licence Agreement and Investment

Eden's Chief Executive, Sean Smith, commented: "This Agreement is significant to Eden in terms of both the licence fee and the market opportunity. We believe that the combination of Eden's patented GO-E™ encapsulation system with efficacious, low-risk ingredients will provide the differentiator and sustainable competitive advantage required to be successful in this attractive market.

"Products that exhibit immediate and sustained efficacy against lice and their eggs, safety, and ease of use are well-positioned to secure market leadership in a relatively short time frame. The incumbent treatments not only fall short with respect to these qualities, but they also suffer when highly-adaptable lice develop resistance to many of the most effective synthetic actives. We believe TerpeneTech's products will fit a major unmet market need.

"Eden has worked well with TerpeneTech over the years and is pleased with the contribution that it has made. At this stage it makes sense for Eden to take a larger share in the future value that is being built by TerpeneTech in addition to the royalties that are due to Eden under the existing and new licence agreements.



Cenkos 2019 @'Killing it'

'We expect TerpeneTech to launch its headlice treatment in the UK in time for the return to school season in September 2019. At this time, we do not include royalty forecasts for Eden Research, given the size of the UK market means any income is likely to be relatively small. However, if the product is successfully rolled out in larger markets, eg across Europe and into the US, the royalty potential of the product could become more significant.

[brucie5] 02/9/2019 16:17

School's started. TT is silent once again. Market concludes...?

[northwick] 02/9/2019 14:42

I wonder when the stock over hang will be cleared out?This is clearly a major obstacle to overcome, and may even take a few months to overcome especially if major private shareholders decides to bail out. BoD take heed.

[supersonico] 02/9/2019 14:19

The Market is certainly factoring in Eden's past performance on deadlines and transparency in Investor relations.

[investingisatrickygame] 02/9/2019 13:55

Zero activity from Cenkos in regards to share price purchase. Not very encouraging given Eden is "Killing It".

Maybe they'll start this week with people/the city back to work.

[northwick] 02/9/2019 13:00

New web address for TT isWww.terpenetech.eu

[supersonico] 02/9/2019 07:24

We can only hope that the Short Order Back to Skool TT Headlice news is going to be released by the Partner/ distributor first..who will want all the headlines.

TT web page remains dodo .

[supersonico] 01/9/2019 21:49

Investing..

The Cenkos KI4NY and SC4NY reports imho are an exercise in Soggy Dampening . They don't represent what many seasoned observers with insight consider to be Eden's true value. It's submerged under white noise and foggy distortions.

Every part of these sodden reports is incongruent with what those of us who pay attention believe to be the commercial opportunity here based on what Eden have reported previously and the Trends/Markets Eden has positioned themself in.

The pay and remuneration structure is the only aspect of Eden's watery narrative which truly reflects proportionalely the picture that EDEN imho actually believe themselves will be forthcoming performance.

Funnily enough..It's the only part of the Eden picture that is not incongruent with how I see the fully hydrated revenues growing..

[investingisatrickygame] 01/9/2019 20:31

Super & others

Can management continue to justify their current rewards in light of such poor share price performance over the last 5 years? 26p down to 10p; it's been lower.

It seems wholly inappropriate to me that management pay gets ahead of operational performance and the P & L. Given management understands that it is not in control of regulators and approvals, is it right that they reward themselves so heavily and before a product goes on sale. e.g. Cedroz

Surely the rewards should follow commercial success as reflected in the P & L. Regulatory approval could take a long while yet, but management takes money before it has had time to accrue in the accounts.

I think Robin Cridland and Lykele are the 'Remuneration Committee' for such approvals. Given this is so, shouldn't there be a greater corporate conscience and restraint until such time as commercial success is truly achieved? What sort of money based on the present, would the board extract if say, Eden was making £1 million per annum. Based on where we are today, I shudder to think.

The controls at Eden are insufficient to ensure pay matches performance.

[supersonico] 01/9/2019 10:06

The Board allocates 10 million to organic farming



Organic farming continues to grow in Andalusia, becoming one of the communities at the forefront of these types of crops that respect the environment and are committed to the quality of their products. And it is that Andalusia already has more than one million hectares dedicated to organic production in its agriculture, which accounts for almost half of the total area nationwide.

The numbers surrounding this expanding sector speak for themselves, as exports of organic agricultural products already reach 680 million euros while the volume of employment generated amounts to 42,000 people, while agricultural income is more of 400 million euros, according to a report from the Ministry of Agriculture, Livestock, Fisheries and Sustainable Development. The more than one million hectares of Andalusian organic farming represents more than 7.5% of the entire area of ​​the sector in the European continent, whose market is one of the main destinations of its products.

The growth of the sector is produced in all its indicators, so that there are currently 15,401 organic farming operators in Andalusia, with an increase in the last year of 841. In terms of livestock, its cabin has grown in the same period in more than 150,000 animals raising to 797,470 the specimens that receive ecological care in the region. The annual industrial growth is also reflected in the new activities, with 216 new in the last year already reaching the total figure of 2,458.

In this remarkable growth in ecological activities, those related to the sector of packaging and handling of vegetables stand out, with 455 centers, a practice in which consumers are increasingly demanding, especially due to the impact of waste on the environment. They are followed by those who bet on an olive oil that is also respectful of its natural environment, such as 412 ecological oil mills, as well as the processes of manufacturing canned vegetables and juices that maximize its environmental measures, with 220 centers.

The commitment to organic production has led the Andalusian Government to an increase in the budget of 10 million euros more for this sector during this year from the different aid measures included in the current Rural Development Program of Andalusia, which includes aid agro-environmental and for organic farming, with specific lines for the increasingly extensive organic olive grove in Andalusia. This good behavior of the ecological production of the community is reflected in the evolution of the eight Andalusian provinces. In the case of operators, Almería is the province with the largest number of them due to the powerful fruit and vegetable sector that it has in 3,514, followed by Granada (2,735) and Córdoba (2,137).

In terms of area, however, Huelva is the province with the greatest ecological extension with 193,878 hectares, followed by Córdoba (169,997) and Cádiz (160,576).
The main ecological product by volume of extension is the oil, with 76,982 hectares destined for the cultivation of the olive grove and followed by cereals and legumes, which represent 72,036 hectares, and livestock with special prominence for the sheep meat sector, with 370,736 heads located in 1,412 farms.

Precisely and with respect to organic farming, the most voluminous cabin in this sector is located in the province of Córdoba with 125,265 heads, followed by Jaén (109,371) and Seville (100,673). Finally and in terms of industrial activity, it is the province of Malaga that hosts the largest number of them with 560, followed by Seville (522) and Granada (397).

[supersonico] 01/9/2019 09:47

Now the same question regarding Cedroz the second Eden product to receive 'Emergency use' authorisation due to the lack of suitable alternatives.

The Chart estimates considerable growth I'd guess 300% from a standing start between 2020E and 2021E. In 2021E revenues look to be a little over double Mevalone Estimated revenue despite Eastman selling into 29 countries in a market described as four times larger than Mevalone.

Eastman are a $9bn company and Cedroz is largely replacing a product being regulated out of existence.

I believe the Cenkos numbers are so conservative and less than useless in trying to give investors any idea of future value. So why did Eden bother ..twice?

[33mick] 01/9/2019 09:36

“The night is darkest just before dawn. But keep your eyes open; if you avert your eyes from the dark, you'll be blind to the rays of a new day...So keep your eyes open, no matter how dark the night ahead may be" Easy for me to say I've only been invested? here 8 years ..or is it 9.... I've forgotten......