Eden Research Share Discussion Threads

[kenmitch] 18/10/2019 09:52

Supersonico/Brucie.

Thanks for bothering to reply and in such good spirit.

Obviously you are both convinced by the story and that in time the share will do very well. I’m not going to try and convince you otherwise again not least because if I succeeded and you reduced your stakes and then there was news sending the share price a lot higher you would rightly curse me for evermore!

Also I agree (and in recent years have occasionally cashed in) that the share does have the odd very good run when latest news excites for a while.....but then it drifts lower again on no significant sales follow up.

And yes too; agree that 2p is very unlikely. It was JakNife’s views on why the share price underperforms that I agreed with.

Good luck and I hope you and other Eden fans don’t have too much longer to wait.

[supersonico] 17/10/2019 21:33

Kenmitch,

Eden imo is worth investing in purely as a punt on Cedroz alone and the Growing applications of Mevalone..soon to be Organic. A bonus I expect will be the name/s of any Strategic Partners Eden may collect if they choose to raise funds to accelerate development objectives.

A huge Bonus will come when the Formulation / IP parallel delays issue is resolved.. as then and only then will you see why the TT/Bayer / SustainE parallel delays have been the Golden cork in your bottle of Tremendous Promise.

Alternatively, looking at Eden thru the other end of the Telescope.. you could ask yourself... why is Cedroz not delayed? or has it been? and.. if not..why not? ..these are good questions if your one of those folk who like Sudoku. Once you have the answers then I wager that you won't be describing an Eden share buy as a 'fun punt'.

Finally.. comparing Eden to ENRT makes little sense to me given the partners Eden have slowly developing their Technology. ENRT had nothing on the scale of Eden in that respect..Did they have any Partners except a Barge cover maker Firm..James Marine and 2K ? Hardly comparable is it?

[brucie5] 17/10/2019 20:59

Ken, yes, this opportunity has to be considered against others and each investor needs to be mindful of own risk. For me it comes down to sizing. Against that, I'm happy with my holding, and I have capital in folio to take further advantage of the right funding event, should it happen. But fwiw, I think Jak's 2p is simple mischief. The market will view positive newsflow in the way that it has historically - look no further than the five year chart to see the ebb and flow. Jak likes to shout loudest when the price seems to lend weight to his theory. We shall see.

[kenmitch] 17/10/2019 19:49

Brucie5.

We’ll just have to disagree. Yes, the IP shows great promise and has done for years. But that’s no use unless it translates in to sales and profits. And that’s where the diehard Eden fans who have held and believed for over 10 years have gone so wrong. They just cannot grasp that sales and profits move share prices up. So not until there is news showing clearly that at long last there will be meaningful sales and profits is the share likely to show sustained gains.

Failure to grasp this basic point also applied with ENRT. There too tremendous promise but no meaningful sales......until ENRT went bust. Eden is OK for a fun punt with money investors are happy to see do nothing until proper news, but large stakes simply mean missing out on so many shorter term investment opportunities.

e.g until recent gains bombed out U.K. dividend paying shares were the best value they have been for decades. Why have a lot of money tied up in shares doing nothing year after year ahead of shares shooting up 50% and more in no time?

But each to their own, and good luck with your Eden stake.

[brucie5] 17/10/2019 17:47

Ken, I am always respectful of your posts, so thanks for this. I would nevertheless urge you, if you have not already, to read Wan's analysis. Notwithstanding low revenue base there could well be an 'inciting incident' to suggest a far higher intrinsic value. Therein lies the promise of the IP and its usefulness to majors, which we already see reflected in Eden and Eastman's interest.

[brucie5] 17/10/2019 17:47

Ken, I am always respectful of your posts, so thanks for this. I would nevertheless urge you, if you have not already, to read Wan's analysis. Notwithstanding low revenue base there could well be an 'inciting incident' to suggest a far higher intrinsic value. Therein lies the promise of the IP and its usefulness to majors, which we already see reflected in Eden and Eastman's interest.

[kenmitch] 17/10/2019 17:04

Brucie5

I visit this bb occasionally to read your posts and also JakNife’s.

I agree strongly with jakNife. The principal reason is NOT "which of course is the IP," and if that was the investment rationale, the share price would now be much higher.

What will move (and then keep) the share price up will be fast increasing revenues and profits. And unfortunately those still look a long way away. Some EDEN fans have simply failed to grasp this simple fact. Instead they spend ages becoming very knowledgeable about their products when they should be focusing on the INVESTMENT angle.

Eden fans blame all sorts of things for the poor share price performance, including broker Cenkos. BUT the reality is that Eden have had what seems a stunningly impressive product offering for many years, but for some reason (which I've never understood) have failed miserably in marketing it.

So the reason for the miserable share price is obvious.

I've held EDEN in the past and might well buy again, but NOT until real share price moving news.

[brucie5] 17/10/2019 11:52

Jaknife, by all means. And will you undertake to the same...?

[supersonico] 17/10/2019 07:39

Shinny new website from Eden that nicely contradicts the 'Eden is primarily a Crop protection company' narrative and reminds us of what Cenkos were told to exclude.

A new refreshed TT/Bayer section with details of what's in the pipeline once they resolve and improve all the Formulation / IP issues currently creating the Parallel delays.

[monet] 16/10/2019 23:04

Also the man who say 2p.

[supersonico] 16/10/2019 16:44

Says the sensible man who can't say Cedroz..LOL

[supersonico] 16/10/2019 16:28

Paulpaola

Thanks for your advice but I'll be carrying on doing what I do..some of which you like and some of which you won't.

The idea that posters like Fraudy are 'good to challenge our thinking' just shows a staggering level of ignorance and naivety about the nature of that 'challenge' , it's motives and methods.

[paulpaolo] 16/10/2019 13:21

Sean CEO has just bought 114,313 see RNS. Please stop this confusing talk of fraud and luby, nobody else understands who or what you are talking about. Most of your posts super and full of good references and facts. The best of all Eden posts. Those are the ones I like. Negative posters like Jak are good to challenge our thinking. I welcome them.

[supersonico] 16/10/2019 12:20

Fraudy as a Buyer is the only way to make sense of his Lemonism.

Looks like the other SS not convinced by Fraudy Lemonism either.

[brucie5] 16/10/2019 11:57

Bottom achieved? Maybe some further testing of investors' nerves before the full bounce back. Time for Jak to see if he can mop up some more shares, or close his shorts .
;)

[supersonico] 16/10/2019 10:05

Good to See Mr51K back..that will please Northwick:)

[supersonico] 16/10/2019 08:42

Well Done Eden/Eastman on Belgian Cedroz approval.

Home of Taminco who Eastman bought in 2014..Doesn't time fly..

I'm still not convinced these approvals are not being managed ..I'll wait until I see a big one before I change my mind on that.
…...

Interesting how Eden are describing their market, particularly the relatively new 'plastic free' addition and potentially made more commercially valuable by further regulatory pressure in this area that inevitably will follow on from the ECHA public consultation.

What is also of note to this amateur sleuth is that it's much easier to find references to micro plastics/beads in Personal care products than pesticide formulation literature. That's interesting because of the incongruence in the Eden what we say we're doing to what we are actually doing narrative and the loss of 3/4 plus of TT etc.

'Eden Research plc (AIM: EDEN), the AIM listed company that develops and supplies breakthrough biopesticide products and natural, plastic-free microencapsulation technologies to the global crop protection, animal health and consumer products industries, is pleased....'




'Every week, we ingest the plastic equivalent of a bank card! Did you know that?'

[supersonico] 15/10/2019 23:51

Says the man who can't say Cedroz..and predicted 2p by xmas 2017.

yaaaaaaawwwwwwwwwwwwwwn

[brucie5] 15/10/2019 19:21

Badger, if you reread the commentary they mentioned 300k of rev, I think, which just missed the H1. Make of that what you will.

[supersonico] 15/10/2019 19:01

I would not base my share purchase on Mevalone sales.. with revenues up or down.

If you are then I would keep out of Eden until you have fully researched the bigger picture.