Eden Research Share Discussion Threads

[supersonico] 11/12/2019 09:22

Welcome back Mrs100k

[supersonico] 11/12/2019 08:46

Dicamba drift still a big problem for Bayer.

[supersonico] 09/12/2019 15:10

French health agency ANSES announces withdrawal of 36 glyphosate products



Following the five-year re-approval of the active substance glyphosate by the European Union in 2017, the French health and safety agency ANSES is reviewing the market authorisations for glyphosate products sold in France and has launched a comparative assessment of the available alternatives.

Without waiting for the end of the current process, the Agency has notified the withdrawal of authorisations for 36 glyphosate products and the refusal to authorise 4 new products, as the data provided by manufacturers did not allow a decision to be taken on their possible genotoxicity. In 2018, these products accounted for nearly three-quarters of the tonnage of glyphosate-based products sold in France for agricultural and non-agricultural uses.

The assessment, at the level of each European Member State, of the applications for authorisation submitted by companies wishing to renew or obtain permission for marketing pesticide products, takes place within a framework defined by the European Union.

For glyphosate, this framework was specifically strengthened in 2017 following the re-evaluation of the active substance, with more requirements involving the provision of additional data on health and environmental risks, in particular on the genotoxicity of all components of glyphosate-based products. These new provisions require specific studies conducted according to standardised and robust methods.

Currently, 69 glyphosate-based products are available on the market in France and have been the subject of a request for renewal of their authorisation. As a result of ANSES's decision, 36 of these products will be withdrawn from the market and can no longer be used from the end of 2020, due to the lack of scientific data to rule out any genotoxic risk.

In addition, and for the same reasons, the Agency notified a negative decision for 4 of the 11 new applications for authorisation submitted since January 2018 that are currently under examination.

ANSES is continuing to examine applications for authorisation and re-authorisation of glyphosate products and, as announced in November 2018, will also carry out a comparative assessment of the non-chemical alternatives available.

Only glyphosate-based products that meet the efficacy and safety criteria defined at European level for the claimed uses, and that cannot be satisfactorily substituted, will ultimately benefit from access to the French market. The entire evaluation process will be completed by 31 December 2020.

[supersonico] 08/12/2019 17:29

739 of 741
Investing,
Friday saw just under £50K in buying activity. Not bad by Eden's recent standards.

[chrischas] 08/12/2019 16:24

You don’t also take too much value out of a company before it can sustain itself.
When the value is there ok you can justify it.They need to start justifying themselves.

[investingisatrickygame] 08/12/2019 16:04

Kenmitch makes for me, the single most valid point

"Some are happy with portfolios full of hope shares even when those shares are doing nothing or going down year after year, but successful investing is about finding and investing in shares that go up."

Eden's shares have not gone up.

Eden has not been a successful investment, if fact, au contraire

Eden do not filter enough information through to those who invested in them to assist in moving the share price up


You have to wonder on what basis Eden expects current shareholders to continue being so and the only answer is that shareholders are not prepared to take the loss, rather than anything coming out of Eden. I think that would be a fair and reasonable assessment.

Eden could indeed fly much higher; many, many mutilples of where we are today, if new buyers can be found to support those exiting shareholders who depart on the way up, as and when this happens.

Eden for me is a very good example of why private investors, myself included, should be more disciplined in investing in companies and management such as Eden's. It is arguably never too late to come to the party if the goal is to make money and Kenmitch is making this point in his previous posts. Managemenet argues that regulation and approvals hinder share price success, Super argues NDA's hinders Eden's communication to us, I argue we are all invested too early and where would that leave Eden had we not done so!!!!!

[investingisatrickygame] 08/12/2019 15:46

Super said

"Luckily Investor despondency bares little relation to progress actually being made technically on IP and on partner deals so it's sort of irrelevant to the big picture."

To be fair, we are in the dark regarding progress. We know about Mevalone, a weather affected solution, and Cedroz, yet to properly roll out in terms of sales. We know about some progress on apples. That aside, we have very little in the way of progress updates so despondency is likely to prevail until this is revealed.


"Their are also those who are not despondent who look to be picking up bargains. Yes they maybe catching a falling knife but personally I doubt it will cut deep considering the timeline that Eastman are pursuing with Cedroz and the wider Sipcam related approvals and potential SustainE news that Brucie5 referred to."


There is little buying in Eden, so bargain hunting is a scarce game in Eden stock, small enough for the price to continually drop.

And where are we with Sustaine? Totally in the dark and apparently despondent.

[supersonico] 08/12/2019 09:48

Luckily Investor despondency bares little relation to progress actually being made technically on IP and on partner deals so it's sort of irrelevant to the big picture.

Their are also those who are not despondent who look to be picking up bargains. Yes they maybe catching a falling knife but personally I doubt it will cut deep considering the timeline that Eastman are pursuing with Cedroz and the wider Sipcam related approvals and potential SustainE news that Brucie5 referred to.
……….

Rite Aid releases new policy to limit toxic pesticides to protect pollinators.

Rite Aid releases new policy to limit toxic pesticides to protect pollinators
December 5, 2019

Company also expanding pollinator and people-friendly organic offerings
WASHINGTON, D.C. – Rite Aid (NYSE: RAD) has released a pollinator health policy aimed at encouraging its suppliers to phase out the use of pollinator-toxic pesticides: glyphosate, neonicotinoids and organophosphates, including chlorpyrifos. The new policy encourages the company’s suppliers to shift to less toxic approaches, including integrated pest management. Rite Aid is also committed to expanding its organic offerings, which in turn supports pollinator health.

[chrischas] 07/12/2019 17:20

You are right about maximum despondency as of now. Will the top 2 BODs actually get out of enjoying their over inflated remuneration granted by the renumeration Committee?.Get out and try to sell to the actual users ,those pesky people that could /would buy the product if they knew it existed.The market is only as big as the people that now about it.
Don’t talk about potato future legislation ,in the short order.Get out and sell what you’ve got if your staying. That’s what I want to see

[kenmitch] 07/12/2019 12:36

supersonico

You’ve hit the nail on the head with your last question. If you are right Eden share price wil rocket! That’s why I still follow it, because you could be right. .

BUT those massive gains won’t all come in 1 day. There could well be years where the share continues to rise as sales and profits soar year on year. Eden could even become a FTSE100 Company, and aside from the very start I’ll be in for that exciting ride.

But I still can’t see the point of having my money tied up on this dream. I would rather miss the very beginning of the massive share price gains to come and invest again on genuine good news.

Eden fans have been dreaming for so many years.

It IS still right to dream because the promise of eventual success is still there, but there’s also the risk of it staying a dream for a lot longer.

[supersonico] 07/12/2019 11:33

Ten years ago the Biopesticide market was a glimmer in the eye of some Bayer/Monsanto execs. They never imagined with all their mighty Hubris that one day a groundsman might pull the first brick out from underneath their Glyphosate castle.

Come forward 10 years and Bayer are truly in trouble with Glyphosate and their commercial aspirations are being challenged from all angles with even the pay to play US racketeer EPA regulators are feeling the heat.

None of those fellas who over promised Kenmitch ten years ago the blue sky imagined Eden would be partnered with Bayer/ sipcam and others who need a fix and a new direction.

They need to fix glyphosate while they transition, avoid Drift and chart a path into less harmful pesticides before they kill their host.

Then comes Lykele a Bayer linkman dropped into a company that offer a solution to the Glyphosate drift problems with slow release water soluble technology that also has the IP toolbox with high potency encapsulation and terpenes which work against critters who have developed resistance to everything Bayer etal has thrown at them.

The promise of ten years ago is a bigger promise now and the blue sky that it promises is a market that is tuned for Eden technology on a scale even those early pioneers could have only dreamt of.

They have done all the hard work..we just need to wait..How long now that's a good question.. but what do you think the market is going to do if I'm right about Glyphosate?

AWGATWT.

[brucie5] 07/12/2019 09:41

'The promise IS still there, but the delivery is STILL being waited for, and has been waited for for at least 10 years.'

I can't argue with that.

[kenmitch] 06/12/2019 23:12

Brucie.

I hold all sorts of shares and Investment Trusts, and it’s only because they are such bargains at present that I’ve far more value shares than normal. Of course Eden is a different type of share, and shares like Eden can do very well. .

THE key thing for Eden to do well is sales and profits. The moment that proper sales look likely I would buy Eden back. Can’t otherwise see why the share will do anything, except for temporary short term rallies.

Unfortunately those who promoted Eden so strongly seem not to have understood that hope will not support a share price for ever. A Company HAS t deliver on that hope, and if it doesn’t, eventually the share price will go down and stay down. And that’s exactly what has happened with Eden.

The promise IS still there, but the delivery is STILL being waited for, and has been waited for for at least 10 years.

[brucie5] 06/12/2019 19:30

I think we need to see the EPA decision. Then do some sums on realistic values for CEDMEV.

Ken, much as I respect your analysis, this is not a value high dividend bargain stock. I hold those too.

Ironically, Eden has never been closer to fulfilling its promise. I predict that the chart has bottomed. But DYOR, of course.

[supersonico] 06/12/2019 19:29

More like at the mercy of the time table of Bayer/TT formulation tweaks imo.

[chrischas] 06/12/2019 18:12

There is no bargain here . Share holders are at the mercy of a dull BOD who have farmed out the development to anyone but themselves. it’s now a long wait and see if fortune favours the brave.

[supersonico] 06/12/2019 18:11

Not really Northwick, (good evening) I was buying last time it dropped to these levels a while back and 7p ish was the bottom then. I did not consider 12/13p a bargain but that's the benefit of hindsight I guess.

What happens next though is anyone's guess. Their looks to be a shift of approach regarding country approvals, that looks to have began with managed and targeted emergency notifications. The absence of any follow up approvals of note over the time since EU Cedroz approval supports that theory so far. That may reflect the influence of Eastman and Sipcam perhaps wishing to make a big coordinated noise. Overall I'd say it pertains to a stepping up in terms of company maturity and confidence in a plan with partners.

Of course the big news will roll in when they sort out the formulation tweaks and the parallel players will finally be revealed.

[northwick] 06/12/2019 17:42

Super It seemed they were a bargain when the share price was 12/13p?Now at these levels(7p)- is this really a bargain ???Who would want to catch a falling knife & doesn't the market always know better???

[supersonico] 06/12/2019 17:16

Seems someone likes a Bargain.

[kenmitch] 06/12/2019 15:55

Brucie.

Until there are growing sales and profits, or genuine good news showing sales are likely to increase fast, it’s unlikely that Eden’s share price will do much.

From memory this time last year you were very optimistic about Eden’s prospects in 2019.

Some have been persuaded to hold Eden shares for so many years based on totally wrong promises and expectations posted by ultra bulls.

fwiw I still see the possibility that it will all come good,and so keep an eye out for news. . But I would much rather buy back at a higher share price than now, when genuine good news makes steady share price gains very likely rather than risk money invested in Eden being dead money for many more years.

Some are happy with portfolios full of hope shares even when those shares are doing nothin or going down year after year, but successful imvesting is about finding and investing in shares that go up.


Each to their own though!

[supersonico] 06/12/2019 14:25

Brucie5,
I think your expecting a lot from the fella who cannot even say Cedroz

[brucie5] 06/12/2019 14:19

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The silence. Is deafening.

[brucie5] 06/12/2019 12:12

No, my opinion is that you have an opinion, which is somewhat shrewder than the "Worth 2p" catchcall, when you know that this would put EDEN, including CED/MEV on a mcap of about 4m.

So why not answer my question? Or put differently, will you still be selling as/when/if the EPA RNS comes through? Or perhaps you're betting against it?