Eden Research Share Discussion Threads

[bjlk] 24/9/2019 08:12

Brilliant...well reasoned and absolutely true...

[investingisatrickygame] 24/9/2019 07:25

EDEN SHARE OPTIONS

I think the directors of Eden have now missed out on several options put in place, but not achieved. Maybe someone would care to detail them here. The most recent ones lapsed on the 30th September 2019.

Is this important? Well, I think it is. Eden has been a small group of 2 + 2 being the principle directors and then the remuneration committee made up of other directors. They obviously felt as a collective that the price set to enable the options to become valid were reasonable targets, but evidence shows that either
a) the price set was unreasonable,
b) that markets and economies went against Eden,
c) that management failed to fulfil on internal deliverables to justify such a price or
d) that management failed to communicate the forward proposition for the Company to stimulate and drive value in the company

Well is doesn't look like a to me and it is most certainly not b which will take us to c and to d. We might even be able to eliminate c when we look at the bonuses management has been taking this last few years which would seem to indicate that they have delivered internally and as such have been rewarded very handsomely.

So it would have to be d, that management failed to communicate the forward proposition for the Company to stimulate and drive value in the company

They even bought shares themselves around 14p and here we are at 9p. So clearly they felt at the time of purchase that 14p was a good entry point, they probably still do. But I bet they are kicking themselves mentally about that now with the price down over 30%. Bad judgement or bad luck. Well the world has not gone against Eden do bad judgement.

Eden needs to understand that they have to get on the front foot and in a way that is not 'pumping' the shares, a fear I believe they may have previously held.

Communicate to the investment community with enthusiasm and positivity

1) Why Eden is one of a few differentiators and explain that properly so it is truly understood
2) Talk about the principle markets for Eden, their market value at a European and global level and then communicate what might be a reasonable target % for Eden's products to achieve in 1,2 & 3 years, with the assistance of their distributors. So, paint the picture and show the reasonable possibility
3) Break down what that would look like in revenue terms under the current model and how that would extrapolate
4) Of all of those patents applied for and pending, talk about what is live and in play this next 3 years, what markets, market sizes and the perceived realistic opportunity and Eden delivering a commercial product for those markets, naturally subject to field tests and regulatory approval
5) Explain the regulatory system, not as a negative barrier, in the hands of others, we have no control (yawn, everyone goes through the same process). Accept the process, see yourselves not as hindered by time, but talk about once regulatory approval is gained which is short in time vis-à-vis the lifetime revenue of an approved product, why you are on the cusp of significant change for the Company e.g. G3Y $2.8 billion a year global market

Eden needs to paint a window of opportunity, not a picture of restraint.

Eden needs to show why money invested today is so worthwhile, not dead money, but money invested into a market of growing trends, favourable trends and that Eden is in the right place at the right time.

Why is this so difficult for Eden to execute? £250,00-£;350,000 Executives cannot find the time to structure something so worthwhile and an extremely important part of their working day. So saying you are resource and time short is in my opinion, a misunderstood measure of your day and of the value and role of your share price as a Plc.

[supersonico] 22/9/2019 16:42

I'd stop now if I was Fraudy..it's going to get very embarrassing because when Lykele said in the Half Yearly Report,

"Additionally, Eden has a number of exciting product developments underway internally, and with various commercial partners, which should see the Company build into a global player in the biopesticides industry in the medium term."

He meant it.

[supersonico] 22/9/2019 13:03

Fraudy Lube In Summary..

If I believed what I'm saying their would be more Lube as all serious Lube campaigns involve multiple choreographed narrative building Lube characters.

This is not a serious campaign.

Come on Fraudy Man-up.

#LonelyLube# Cedroz

[investingisatrickygame] 22/9/2019 11:22

Eden in summary

R & D product X how many years

Field trials X two seasons/years

Regulatory approval X one year or up to

Product sales and conversion/adoption X 2 years plus to gain trust and penetrate the market

Possibly 5 years from field trials to meaningful revenue (when a product is not seasonally affected, like Mevalone, otherwise longer).


Eden's share price 26p to 9p in 5 years when Eden HAS successfully gone through the above, so -60%

We are told G3Y is entering the end (I believe) of season 2 trials, so maybe another 3 years before any meaningful revenue.

Cedroz is known about, is a replacement product for Eastman and so should grab, hopefully, a natural market share. Regulatory approval is not yet secured, so maybe 2-3 years away.

Brokers consistently WILL NOT factor in the next 3 years anticipated income for Eden.

QUESTIONS

What is it that management expects will drive the share price given the above?

What is it that shareholders think will drive the share price given the above?


Artemis has been a seller for a while as evidenced by the share register. When that overhang is gone, will the price rise a little or will another seller materialise?

Even if the sellers are removed and the price rises, what is the first price point for exasperated shareholders to exit? Has Eden and its advisers planned for this? If so how? Who will step in again and mop up the sellers at that point?

Eden in my opinion has an ongoing overhang whereby shareholders will sell into any rise that occurs because faith, time and more has them longing to remove themselves from the dire situation of the Eden share price.


There are plenty of regulatory environments where share prices fly beforehand.

Eden doesn't require huge capital to get of the ground, yet huge capital projects that do, still see there share price flying, knowing that is ahead of them, but because the asset base has risen.

Eden excuses around regulatory environments doesn't hold water. It is wrong of them to say so and to say that shareholders don't understand when I'm sure that they do.

Eden assets, in part, are its IP. 110 granted and pending patents we are told, but no value seems to be apportioned to these assets. Could that be because of the suggested timelines above?

Personally, I feel that Eden makes too many excuses on third parties and process as their excuse for the share price and doesn't put enough emphasis on the forward value of the business and the solutions they deliver to the crop protection market which are much needed. their story is one of excuses and negativity, not one of reasons to invest and positivity. They do not open up the investment communities eyes to what they believe they will deliver.

And, their emphasis continues to be institutions when Eden has a declining share price making Eden even less attractive and less able to invest in (Mcap). The resulting effect as we see is no demand for the company's shares, no belief in management as evidenced by the lack of buying and a flight elsewhere to greater visibility, expectation and potential reward.

[supersonico] 22/9/2019 08:23

120 Cedroz emergency days have come and Gone.

[bjlk] 21/9/2019 20:17

Have those 20 questions left them scratching their heads... oh wait a cure is coming!! Asteroid jam tomorrow..

[chrischas] 21/9/2019 19:42

20 questions?

Will the share price ever go up ?

Will the board bask in the glory of the Agrow awards coming up .

Will they choose the vegan option from the menu?

Will the BOD finish their Open University course on Science and the environment?

Will they then go on to do a 5yr course on Business for small companies?

Will they diversify into business for Italian lab technicians.

Will they diversify into Chinese law to protect their sales.

Will they go into robotics to spend less time in the warm office writing pesky reports?

Will they buy up a private company with the money they’ve saved from their salaries?


Will they buy a junior science kit to start researching ?

Will they start putting by a little for a rainy day ; they can buy a sprayer for Mevalone?

Will they discover...... a grower when they are out with their distributors?

Will they buy some wellies and disposable white coveralls ,rubber gloves anti septic wipes to really get out there and ......

Will they buy a blackboard eraser for the forthcoming office reports ?

Will they take on a currency dealer for helping with their salaries post Brexit?

Will the Daily Telegraph start a new Cartoon strip called Alex.

Will the new cartoon have everyone falling over with laughter and buying into his masterly guidance?

[investingisatrickygame] 20/9/2019 17:36

hxxp://www.worldstopexports.com/coffee-exports-country/

[supersonico] 20/9/2019 16:51

The Friday Tweet

Eden Research plc@edenresearch

Root knot nematodes cause huge economic damage in numerous crop species. New ones even are being found in coffee cups left on the drainer or down the side of the Sofa with the Molliscicide.

#Cedroz is a bio-nematicide that is derived from natural substances and residue free.

[brucie5] 20/9/2019 13:43

I believe Lykele has only as yet bought 40k of his promised 80k skin in the game?

[supersonico] 20/9/2019 13:19

Shame you don't do any research Fraudy..your going to look like a lemon.

#lonelylube

[brucie5] 20/9/2019 13:03

I agree with WAN that there will be a funding, and with it, a reboot of the proposition on the back of whatever news is used to sell it to the market. The EPA clearance can't come soon enough; but the absolute perfect time would be on a clear steer regarding Sipcam/Bayer's intentions with Sustaine. Nothing in either of the two borker's reports has felt able to factor this in: but, with the right news, Sustaine could very easily justify the current share price, leaving current low but growing sales in MEVCED in for free.

[northwick] 20/9/2019 12:51

Someone just mopped up some shares just now. Wonder why the directors aren't buying at these levels? They aren't is closed period now.

[supersonico] 20/9/2019 11:02

Autism is Natural you feudal peasants now Fock off ..News

Australian regulator reaffirms glyphosate safety after 60 Minutes TV show

The Australian Pesticides and Veterinary Medicines Authority (APVMA) has reaffirmed its conclusion about the herbicide, glyphosate, being safe after a controversial 60 Minutes programme apparently filled with inaccuracies was aired on Australian television last week.

[supersonico] 20/9/2019 09:13

Eden loose a Molluscicide and 3/4 TT and the number of birds in the United States and Canada has declined by 3 billion, or 29 percent, over the past half-century.

Every one is loosing stuff that would be really useful in a extinction crisis or epidemic ..oh well

Silent Skies: Billions of North American Birds Have Vanished.



Fortunately leaders of the Slow biopesticide Movement Eden Research " has a number of exciting product developments underway internally, and with various commercial partners, which should see the Company build into a global player in the biopesticides industry in the medium term."

No Hurry Eden ..only 40 more Harvests left..take it easy.

[supersonico] 20/9/2019 06:57

Megan Hall@mhallgrapepath

Asst. Professor of Viticulture at Mizzou. Plant pathologist. Sour rot/grape microbiome!

The worst #DownyMildew damage I’ve ever seen. This vineyard did not get its DM treatments at bloom and now there’s no fruit to harvest #viticulture #cautionarytale #diseasemanagement

[investingisatrickygame] 19/9/2019 09:48

From the latest Cenkos note

"Distribution of Investment Recommendations as per 18/09/2019"

61 buy recommendations, 3 hold, 0 sells.

2014 26p
2019 10p

Share price disaster
Global aspirations
Dow Jones booming in the same time period
Investors available to appeal to, worldwide

No excuses at all for the dire share price performance. We're delivering tech enabled products to the global protection market, not pens and paper. We are the future and our share price should reflect that. P & L not as important to today's share price as the possibilities that lay before the Company.

When is Eden going to get that and convey the same?!!!!!

[supersonico] 19/9/2019 07:19

Go on.. Bait taker Fraudy.. just say Cedroz once..make me smile.

How can you even begin to expect folk to take you seriously if you fear saying Cedroz?

Oh and where are the Lube?..

If Fraudy is serious there is always Lube..

Fraudy is not serious..#lonelylube

[supersonico] 18/9/2019 23:46

The Eden TT narrative appears to have shifted. Initially we believed a discount retailers like Aldi or Lidl were the partners but then it was to 'include' the under-served discount-retail market'.



Now the focus sounds more like it's being targeted across the retail sector. The Stock we're told has moved into somebody else's warehouse so now it's with an unnamed 3rd party. Sean Smith told us of 'Major Unmet market needs' and Cenkos told us despite Sean's words the market opportunity was small and by the way.. TT had lost 3/4 of it's Vertical.

On we go.. kicking the can with ...no dates anticipated and now with a convenient 3rd party to blame for further delays...or more precisely.. Parallel Delays...on Eden's journey through the long grass to treat an epidemic of Super head Lice.

'In the first half of 2019, TerpeneTech made the first sale of its headlice treatment product to its channel distribution partner. This product was shipped in bulk and has been labelled and packaged by their partner. This channel partner is now actively promoting the product to retailers across the UK. A comprehensive marketing campaign is planned in order to support retail promotion.

TerpeneTech continues efforts to secure new channel distribution partners for other key territories across Europe and also the United States. TerpeneTech believes that these efforts will be greatly aided by the first retail launches of the headlice treatment product in the UK. Therefore, TerpeneTech anticipates an acceleration of progress in Europe and the US as the UK product makes commercial progress'.