Eden Research Share Discussion Threads

[supersonico] 11/3/2020 20:26

I think 'otherwise' has already happened at least 5 times.

[investingisatrickygame] 11/3/2020 18:56

I believe I am until proved otherwise.

[supersonico] 10/3/2020 18:33

You still taking Eden's word on TT Investing?

I'd give up on that fruitless occupation if I were you.

The Eden TT narrative is BS imo.

[investingisatrickygame] 10/3/2020 17:31

I thought TT was approved for the UK and a distributor was needed?!

[supersonico] 10/3/2020 10:32

'Among other things that's exactly right'

'other things' which are under the exact same regulatory pressure.

[investingisatrickygame] 10/3/2020 09:10

Starts at 4:26. Excellent delivery from Sean. Big message on micro-plastics and confirmation of Sustaine encapsulating others active ingredients.

We need much more of this type of messaging and in the investment community too for greater absorption and recognition.

[supersonico] 09/3/2020 14:55

No & No

[investingisatrickygame] 09/3/2020 14:41

Super,

I think we have to let that go now, don't you? It is all about Crop Protection and that is where their/our money is going. To be fair, they have been going on about Crop Protection for a while now and this is their principle commercial interest. They're bigger markets with bigger wins, aren't they?!

Do I assume you have gone negative on Eden?

[supersonico] 09/3/2020 13:11

Taken from 2013/14/15/16/17/18/19 RNS regarding TT/CAP

'in the coming months'

[investingisatrickygame] 09/3/2020 13:00

Taken from the Placing RNS

"Further trials will be undertaken under a one-year evaluation agreement and, subject to the results, Corteva Agriscience and Eden will look to sign a distribution agreement for the EU, Russia, Ukraine and Turkey giving Eden the opportunity to capture a significant share of this market. The Directors estimate that, if successful, there is the opportunity to generate up to c. €40 million of revenue for Eden from European geographies alone (current market) from this product."

I am assuming that is the size of Corteva's existing market in Europe. If so, they would order the equivalent from Eden over the course of one year.

Have you emailed the Company to ask your own questions?

[chrischas] 09/3/2020 12:01

They still have to sell the damn stuff. They cannot just say we have agreements left right and center. Those distributors have as many as 50 to 100 products from different
producers.
The market is as big as the market that actually knows about Eden's products.

[investingisatrickygame] 09/3/2020 10:10

Chrischas,

You may be right about hopes and fears but a couple of facts are so;-

Corteva €40 million per annum as per the RNS and only part of the world

384 million new shares to be in issue post placing

So I have only taken Eden's numbers which are in the public domain. A multiple of 5 is conservative to say the least.

So, whilst markets are plummeting Eden could be in a very good position.

1) Somewhat illiquid, so no sell off
2) £10 million capital raise, so funded for all that they need
3) Protecting food which is an essential for everyone on the planet, every day
4) And then all of the good PR bits like organic, microplastic free, free from MRL's and not a pesticide in the traditional sense

With a number of institutions now getting behind money, it might be a signal to others to get in (hopefully).

Allowing for the possible risks highlighted in the placing document e.g. potential for tariffs imposed by the EU (which I personally would have thought unlikely on deliverables such as Edens's), then I personally would assume that Eden is afforded some better natural protection that other companies from the likes of Brexit and the Coronavirus.

[chrischas] 07/3/2020 16:38

That looks like a lot of hopes and prayers.
It really is,show that they know what over the counter sales are.

It’s 40 /60 that they want and know how to do it

[investingisatrickygame] 07/3/2020 14:44

Well previously there may have been the perception of news due, but now the reality is that there is loads of regulatory approval new due from Eden.

Cedroz approvals coming on board and (hopefully) immediate product delivery for sale by Eastman should start to add £'s to the bank account. Plus, it is not a weather dependent product like Mevalone and so should deliver consistency of income. American approval should also deliver Mevalone in some quantity and hopefully Australia and NZ too.

So what will the forthcoming £10 million deliver? Big question to which Eden clearly has the answer.

I think Eden must be in a good place with a successful capital raise and just looking at the Cortova deal alone and applying that value to the bottom line (which it will be), justifies the capital raise and puts Eden shareholders in front on a significant basis in my opinion.

€40 million *86 = £34.4 million

This €40 million is only for 4 countries

384 million shares/34.4 million is 8.26pence per share (post a successful placing & open offer)

What multiple do we place on this value?

5 = 41 pence
10= 83 pence
15= 124 pence
20= 165 pence

Cedroz and Mevalone should easily pay the operational costs of the business and Cedroz should add profit to the P & L too.

So a successful Corteva announcement and the proper communication of the bottom line value to Eden at the time of this announcement should in my opinion see Eden challenging that first multiple of 5, thus taking Eden towards 40 pence.

Any challengers or opinions?

[supersonico] 06/3/2020 10:31

We could certainly do with some significant news between now and 12/3/20 as the spread is soooo unattractive.
Good to see Lykele put a chuck of cash in but since his previous 'short order statements are now considered worthless Eden are going to have to do a lot more to convince investors to invest further in the current global environment.

[attyg] 05/3/2020 07:42

Well I am delighted he bought in the Open Market.
Surprised and disappointed he had not joined the others at 6p - but buying in the Open Market at above 6p is an even better signal.

I am most impressed by his action.
I shall be voting in favour of the Placing.

Cheers

[supersonico] 05/3/2020 07:33

Short Order Lykele buys some more .

[investingisatrickygame] 04/3/2020 20:00

paulpaolo

As well as your open offer entitlement of 1 share for every 25 owned, you can opt to request over and above your entitlement which in turn will likely be granted if the open offer is not fully taken up > "Excess Application"

[paulpaolo] 03/3/2020 23:46

There is talk of private investors getting a chance to buy one eden share at 6p for every 100 they hold, but I have heard nothing from my broker, and see nothing on this board. Is this fake news ? I only heard it from a mate

[supersonico] 02/3/2020 17:22

There’s nothing “mini” about the U.S. plan to unravel Europe’s precautionary principle.

The real goal of the United States and European Union’s so-called “mini-deal” on trade is unambiguous and goes to the heart of Europe’s way of life and approach to the rule of law. U.S. trade negotiators, Agriculture Secretary Sonny Perdue and American farm interests have all been crystal clear: the precautionary principle must go, and now is the time to finally axe it.

EU and U.S. negotiators appear to be in serious discussions to conclude a deal as early as March 18. It would be a mistake to conclude that such talk is just campaign trail bait. In such a deal, the EU would receive short-term relief from U.S. tariff retaliation. In exchange, the U.S. would score long term changes to EU regulations, administrative practice and risk assessment, particularly in agriculture and food products, and more particularly regarding the regulatory use of the precautionary principle anchored in the EU constitution (the Treaty of Maastricht).

The precautionary principle is an approach to regulating that can be summed up with the aphorism, “first, do no harm,” especially in situations when extensive scientific knowledge on a matter is lacking and the public or environment may be harmed. The principle has long shaped important food safety, chemical and environmental policy in the EU. For example, a key requirement of EU food safety policy is traceability, which aims at tracking food and ingredients for human consumption at all stages of production, processing and distribution. This “farm to fork” approach to food safety incorporates food hygiene throughout the production chain, providing the legal and policy basis for restrictions on the use of antibiotics, hormones and other chemical inputs in food production, as well as strict GMO regulation.

[supersonico] 02/3/2020 08:58

Good Move Eden, about time you kicked things up a gear. Raising funds to accelerate objectives in regulated Crop protection and Microplastics markets makes a lot of sense to me given the opportunity Eden tech offers global AG.

Good to hear BGF and Sipcam are involved in raise.

As usual Eugene in the warehouse thinks your TT and CAP reporting to share holders is embarrassing to those pros who pay-loads of attention and compromises investor messaging and public perception of the company, which is a shame.

P58
AgroSolutions Business We offer various crop protection products around the world, such as insecticides effective on a range of insects causing damage to crops, herbicides for a variety of crops, fungicides to help control diseases, and plant growth regulators which improve yields and the quality of crops. Business Situation (Crop Protection and Fertilizer Business in Japan) In our crop protection and fertilizer business in Japan, we are aiming to increase our market share and broaden the scope of our business by developing attractive new products in-house, in-licensing new products, etc. We also offer comprehensive support for farmers’ operations, from production to sale, by providing a wide range of agriculture-related supplies, technologies, and know-how. As part of our business as a total solutions provider, we engage in the rice business to produce and sell rice.

Business Situation (Overseas Agrosolutions Business)
We are enhancing collaboration and increasing investments to expand our overseas agrosolutions business. Besides mutually distributing crop protection products with Australian crop protection company Nufarm Limited, in which Sumitomo Chemical has a stake, in 31 countries (as of June 2019) we are actively collaborating with several major crop protection companies in both distribution and development. In India, we have decided to merge our two Group companies, aiming to increase our presence in the fast growing crop protection market there.

[erinvale] 28/2/2020 16:19

Eden has potential but until it achieves significant sales won't be revalued. There have been far too many 'false dawns' and the management's inept shareholder communication hampers its credibility - if it has any left!

[jfb1510] 28/2/2020 15:04

Come on Super what's your view? You have a massive holding so you must have a view.