Eden Research Share Discussion Threads

[northwick] 14/9/2019 09:48

Two weeks have lapsed since schools started and yet we are no nearer in knowing when the Head lice product will ever be launched.What a pity that Eden has no say over its investment in TT.

[investingisatrickygame] 13/9/2019 22:50

All of this focus on the future should be focused on the present. We, as shareholders, have been focused on the future for years. For how many more years are we going to say, the trend is from pesticides to biopesticides, when Eden gets in profit, let's wait and see what the interims say, let's wait and see what the full year-end figures are etc, etc, etc.

The trend regarding pesticides to biopesticides, consumer opinion and demand and more is not the trend of the share price. Again, 26p in 2014 to 10p in 2019. Totally against the trend.

Why is the Eden share price going against such a favourable trend and outlook?

Why is management not kicking up a stink about this awkward share price trend?

Why is management not adding to the BoD with someone who has an absolute focus on the share price and an ability to move the same?

Why has Cenkos not bought one single share since their 'Killing It' report?

How do Cenkos sales team on the back of that title encourage buyers when the share price target is just 12p?

How does Eden management appear credible to investors given all of the above when they talk about their global ambitions and being just 'one of a few globally' etc, etc.

Either management has to do something about the share price or maybe management needs new or/and replacement personnel to deliver the value that is so sadly lacking.

These are the discussions investors should be having right now and not the blue sky and general industry discussions that are taking place.

The share price reflects complacency and that is not good enough when you are a Plc, listed and with responsibilities to shareholders.

[supersonico] 13/9/2019 20:10

Mevalone .. Sumitomo
Cedroz… Eastman (2020)
SustainE .. Sumitomo / Bayer / Eastman / 'some of the major agchem companies'. 2020
Molluscicide.. Bayer (Developed for 2020/1)
Insecticide.. Bayer (2021)
TT... Bayer (2020)

All Wild guesses all the Wild time

[brucie5] 13/9/2019 14:22

Investing, I feel confident enough that the success of Sustaine will not really/simply be down to EDEN management. It will be Sipcam, and whoever else is invisibly joining them, that call the shots.

And that makes me feel a whole lot better.

[investingisatrickygame] 13/9/2019 12:58

Brucie5

Sustaine could catapult the share price to many multiples of today's price. But with managements track record, movement to the positive on the share price is not looking encouraging. It doesn't look to me as though management has the inclination or wherewithal to want to catapult the share price.

They should be furious with the Cenkos report for dampening any expectation shareholders may have had of a new dawn through a new broker. However, I doubt they are.

[brucie5] 13/9/2019 11:47

Yes, I'm particularly interested to see if Sustaine gets 'noticed', and so brought to a greater audience. As far as I can see, this is likely to be the most significant catalyst to re-rating, while CED/MEV simply chug along gaining regulatory permissions and new applications. Sustaine, of course, is as yet in neither of the recent broker's calculations, but to my mind could pretty much underwrite the entire share price, if the technology is of sufficient interest to the majors.

[supersonico] 13/9/2019 11:30

Since what Eden say can't be relied upon... the yard stick that we could use is what Eden have done in relation to milestones and Industry process.

Cedroz industry award 12/11/18
Cedroz EU Approved 20/2/19
Cedroz granted "emergency use" authorisation 26/4/19

Round it up to 6 months, Apply to SustainE
Industry award SustainE Sept 2019
SustainE commercial action By March 2020.

[investingisatrickygame] 12/9/2019 11:13

Bjik,

agreed, very poor, but then their twitter channel is only intended for the industry and not shareholders. Management has confirmed this. Nonetheless it has public access and so investors and those considering investment rightly have an opinion and a poor one at that as you yourself highlight.

Their comms is terrible. It's unstructured, not thought through, not addressing their market or what their market needs to hear in order to stay invested or buy more. Then again, Eden leans towards a market that is making no investment and ignores a market that would very likely do so.

And then our only trade of today so far is a 30,000 share sale. Bored and blind to their investment I imagine.

[bjlk] 12/9/2019 09:56

Tweeting does not constitute getting the message out there 729 following and 401 followers... we're going in the right direction but you don't want to seem to let anyone know and try and get your 2 man approved share options exercised.... grrrrrrrh

[brucie5] 11/9/2019 19:19

Great news. Thanks for bringing to attention.

[supersonico] 11/9/2019 16:47

Eden Research plc@edenresearch

Eden has been named a finalist in the competition for this year’s Crop Science Awards in not one, but two categories! #mevalone #sustaine #biocontrol



Best New Biological Product - Biopesticide

Agrauxine by Lesaffre (Romeo – cerevisane)
BetaTec Hop Products (HopGuard III)
Ecolibrium Biologicals (Lateral)
Eden Research (Mevalone)
FMC Agricultural Solutions (Quartzo and Presence)

Best Formulation Innovation

Alfa Smart Agro (Smart CompleX Technology)
Atens (Asir Bio)
Battelle Memorial Institute (Banyan Technology)
Bayer (Fox Xpro SC)
Corteva Agriscience (i-Q4 technology)
Eden Research (Sustaine)
Schelkovo Agrohim (Deposit ME)

Special Incongruence award;

Eden Research Cenkos/AGM report

[investingisatrickygame] 10/9/2019 19:26

Another interesting article in the Times today.

Tech company, Uber, continues to lose money. Lost over $5 billion last quarter. Market cap $56 billion.

Why is that? Oh yes, people are looking at what Uber can be in a global market, hence the valuation. How many products? Not many, just three.

Eden, two products, global markets, valuation £20 million. No one is positioning Eden for what they can be!

[investingisatrickygame] 10/9/2019 19:21

Interesting article in the Times newspaper today. Hurricane energy makes an oil discovery. Market cap is £900 million.

Huge capital costs, big borrowing to fund operating in a regulated market and years till that oil will commercialise.

Eden £20 million market cap and totally illiquid!

[dplewis1] 10/9/2019 12:23

Nope, that's it..had enough. Sold out last lot today, can't be dealing with this any longer. More fool me for investing a second time, I shall not be back! Good luck to anyone with the patience to keep money with this bunch of procrastinators!

[supersonico] 10/9/2019 10:07

The Kids round here have been back to school a week now Sean / Lykele and no one is buying shares in Eden as it's actions are so incongruent with it's stated intentions.

[supersonico] 09/9/2019 10:00

Sipcam_es@Sipcam_es
Do you join the #eco movement? 🌱🤙 2021 will come with a better action plan and more research and innovation in organic production!

Brussels will simplify organic production requirements from 2021, but increase controls



As of January 1, 2021, there will be a review of the current regulations of organic production in agriculture and livestock. The rules will reflect the changing nature of this rapidly growing sector. The new regulation is designed to ensure fair competition for farmers while avoiding fraud and maintaining consumer confidence through the following.

Production rules will be simplified by gradually eliminating a series of exceptions and exclusion options.
The control system will be strengthened thanks to more stringent precautionary measures and solid controls throughout the entire supply chain.
Third-country producers must comply with the same set of standards as EU producers.
The organic rules will cover a broader list of products (for example, salt, cork, beeswax, matte, grape leaves, palms) and will have additional production rules (for example, deer, rabbits and poultry)
certification will be easier for small farmers thanks to a new group certification system
there will be a more uniform approach to reduce the risk of accidental contamination by pesticides exemptions for production in demarcated beds in greenhouses will be gradually eliminated.

The EU action plan for the future of organic products.
The European Action Plan on organic products is intended to help EU farmers, distributors and retailers adapt to the changes included in the new regulations. He also made a series of specific recommendations that aim to make EU organic policy more effective.

Examples of recommendations made by the action plan include
periodic consumer surveys to assess the recognition of the EU organic products logo
More help for EU countries on how to combat fraud in organic products and prevent misuse of the organic logo.

Increased cooperation with third countries to try to increase opportunities for importers and exporters of organic food in the EU.
development of an electronic certification system for importation
Encourage the use of organic foods, for example, in schools through EU green public procurement.

Research and innovation in organic farming.

Research and innovation occupy a prominent place on the agenda of the European Commission and agriculture is no exception.
2020 horizon

The EU funds several research projects under the "Horizon 2020" legislation. In order to boost growth and create jobs, the multi-year work programs prepared by the Commission with stakeholder consultation combine private investment with EU funding to finance research, which will have tangible benefits.

EIP-AGRI
The European Innovation Association for agricultural productivity and sustainability (EIP-AGRI) connects farmers and researchers to accelerate innovation. EIP-AGRI has a focus group that focuses on new approaches to organic agriculture. The group worked on how to optimize arable yields; describing some of the best practices in your final report.
EIT
In addition, the EU has created the European Institute of Innovation and Technology (EIT) to boost innovation. The EIT-Food focuses on entrepreneurship and innovation in the food sector.

The Horizon 2020 program for agriculture is particularly focused on providing greater production efficiency and at the same time avoiding damage to the natural environment. Several of these projects refer directly to organic productions

[bjlk] 08/9/2019 21:09

Well nothing is evident at all....

[investingisatrickygame] 08/9/2019 17:35

We've had one egg hatched, Mevalone.

We have Cedroz in labour, so nearly two eggs.

And nothing!

Why do we think egg 3, possibly G3Y will get a different reaction? And in any event, that has to be a year or two away from commercial revenue.

The market is not looking 2-3 years forward on Eden income otherwise with Cedroz in play, we wouldn't be sat at 10p.

What if anything, is the catalyst for Eden to rise to 30/40/50p?

What is Cenkos and management going to do to address this?!

[supersonico] 07/9/2019 20:50

Italy Organic special aka why EGTOP is relevant;

Italy first exporter of the European Union



Italian organic likes it. But it also pleases abroad: Italy is the first exporter of the European Union with more than 2 billion in annual turnover linked to the export of organic products. And it appeals to the domestic market, which ranks fifth in the world and third in Europe for domestic consumption.
Italy - data released today during the works of the General States of organic "Revolution bio" - is a global leader in the number of companies that transform organic products (18,000 companies, 3,000 more than France and Germany). And it is at the European top for the number of organic farms (75,000).
Data that are associated with the growing sensitivity towards environmental issues among consumers, so much so that in 2019 spending on organic products could abundantly exceed 4% of overall food expenditure.
………………….

The growth trend is confirmed. Half of Italians buy organic at least once a week.



The Italian organic race seems unstoppable. The data of the Healthy 2019 Observatory, created by Nomisma with the patronage of Federbio and Assobio and the support of ICE, confirm the growth of the sector also for 2018. The domestic market grew to over 4 billion euros, registering a 5.3% increase compared to 2017, confirming a trend that over the last ten years, on a like-for-like basis on the sales channels analyzed, totaled an increase of 171% . Even the habit of buying organic products is becoming increasingly consolidated among Italian consumers: 86% of Italians bought organic at least once in 2018, while 51% said they consume organic food at least once a week. If in 2012 the families that bought at least one organic product a year were 13 million, 53% of the total Italian families, in 2019 they are 21 million, equal to 86%, with an increase of 8.4 million in just 7 years.

The fact that organic is an increasingly widespread and appreciated option is also demonstrated by the percentage weight on the total food expenditure that from 2000 to today has gone from 0.7% to 3.7%. The reasons that drive Italian consumers to buy organic products are mainly of a health and value nature: 52% of consumers choose them because they consider them healthier, 47% because they offer greater security guarantees and 26% because they are more respectful of the environment.

All distribution channels now have a wide range of organic products, proving that their presence is now considered a pre-requisite by consumers. The demonstration is in the growth of organic references in the large-scale retail trade: in 2018 there are 4,323 those proposed by all large-scale retailers, plus 28% compared to 2017, with an average number of references of 161 units per store, according to the data provided by Bio Bank. The sales trend by channel goes hand in hand and grows by 5%. Leading the ranking as for several years now is the large-scale retail trade which, with 1.9 billion, controls about 47% of the market, with an increase of 6% compared to 2017. The specialized channel that reaches 845 million follows, the 21% of the market, but, like last year, it is against the trend and loses 2.3%; thus causing a second setback to be recorded, although from 2014 it is still growing by 11%. This is followed by collective catering with 15% of sales and other channels such as neighborhood stores and buying groups that aggregate reach 17%. According to the data collected by Nielsen, the podium of the product categories that drive sales in large-scale retail trade sees eggs in first place, followed by spreadable fruit-based jams and rice cakes.

Exports are also positive, coming close to 2.3 billion in value and putting Italy in second place behind the United States among the largest exporters. The growth compared to 2017 is 10%, a figure much higher than the export of agri-food in total, which with an increase of 41 billion in value has only increased by 1.3% over 2017. If exports for the total of the sector food and agriculture from 2008 to 2018 grew by 57% for the biologic sector alone, the positive change compared to 2008 reaching 597%. The importance of organic sales on the total exports of the agri-food sector is also increasing, reaching 5.5% of the total. The propensity to export of organic businesses is also higher: 23% compared to 21% in the traditional agri-food sector. About 77% of exports are concentrated in the European Union; the first three main partners are France. with 22% of exports; Germany, 17%, and the Scandinavian countries, 7%.
……………………..

Government Conte Bis. Here is the agriculture program: organic and good agronomic practices among the priorities



Here is the point 29 (and last) dedicated to Agriculture in the government program M5S - PD, that is the Giallorossi government Conte Bis, who swore on Thursday 5 September 2019
Agriculture and the agri-food sector represent a decisive sector with respect to the challenges facing our country. It is necessary to develop the agricultural and biological supply chain, good agronomic practices; to preserve and increase the quality of the territory, limiting the consumption of agricultural land; adopt the necessary tools to preserve traditional and organic crops, protecting production peculiarities and specificities, as well as peasant agriculture in the so-called "marginal areas"; support youth farms; invest in research in agriculture, identifying as a priority the sustainability of crops and the fight against climate change, the efficient and sustainable use of water resources, the widest diffusion of precision agriculture.

[supersonico] 07/9/2019 20:28

My guess is the share price is good for Mrs100K, New York and Good for any strategic investor..not so great for PI's. IMO Eden are happy to have the share price @10p right now.

They certainly prefer 10p to 14.05p IMHO and the Cenkos report keeps the Anchor firmly in place.

[investingisatrickygame] 07/9/2019 19:30

Neither Cenkos, nor the Company.

Shifting gears, in short order and more have just been poor adjectives in relation to the share price.

People have to understand that when you are a plc the share price should always reflect the value of the company. This is what a listing does for you.

Forget the rhetoric. Is Eden worth just £20.7 million as we stand today?

If yes, then fine, if not, then management must try harder. Shareholders need to be respected and valued and so does their investment.

[supersonico] 07/9/2019 18:54

Did the Cenkos note adequately relay the 'Shifting Gears' ..' amongst the leaders in our industry.' sentiment started here?

I am confident that Eden’s prospects are bright, and we remain focussed on a programme of prudent financial management coupled with well-informed decision making and timely execution. Over the past few years it has been reported that the Company has ‘shifted gears’, and this is an apt metaphor. Continuing this theme, I am looking forward to building speed and positioning Eden to be amongst the leaders in our industry.
S M Smith Chief Executive Officer
19 March 2018