Eden Research Share Discussion Threads

[quazie12] 07/5/2020 13:12

No I'm shocked you have not moved on SS. I do note that your evangelistic posting of everything Eden has waned into a more acerbic approach. Seriously the best thing might be finally admit your investment is unlikely to yield much. I did thAt and took the loss on the chin. Retail shareholders are not on the Board's list of priorities.Q12

[supersonico] 07/5/2020 11:27

Hey Q12,
I'll bet a lot of investors will be shocked by your news.

[quazie12] 07/5/2020 11:20

I no longer own any shares in this total dog company thankfully. Eden have successfully raised and squandered more equity (£43m) over the last 15 years than they have ever achieved in gross sales attributable to the IP and thats counting "gross" sales not the royalties earned. Current crisis aside they still don't have a business model attractive enough for investors hence 6p SP

[supersonico] 07/5/2020 10:34

The man who can't say Cedroz has never been so ineffectual or impotent as he has been here.

'working' not the word I'd use .

He's the year on year embarrassing underperformer in the LUBE brand roster.

And that takes some doing.

[supersonico] 07/5/2020 10:21

Indeed, at least the IP continues to progress but the investor communications is pathetic.

[attyg] 07/5/2020 10:07

Indeed the dampener of C19 has left its mark on Eden as well as so many businesses.

However, before throwing oneself off a bridge, do bear in mind KPMG, the auditors, signed off on the impairment review of the intangible asset (the cost of the IP). I

Extract from Note 12
"...Management's
forecasts include growth rates ranging from 101% in year one to 21% in year
six, with an average annual growth rate of 64%. This is considered to be
reasonable based on information from and discussion with strategic partners
and the stage in growth that the Company is at, with a number of new products
being introduced over the coming years, as well as significant new geographical markets being entered into or the first time."

Bear in mind these projections are not maximum, they are simply to demonstrate the IP is in no way worth less than the value in the accounts.

So a growth rate of 101% gives is some £3.4m for product sales. This compares to £3.6m in Cenkos' projections.

While we are in the middle of uncertainty of how life will be post launch of C19, we do know life will improve. Many governments around the world are easing restrictions and while life may not return to as it was before, the regulators too will have to return to work.
Eden's IP works. Eden's products work and in many respects are an improvement on the multi million products they replace.
So, we will gain the approvals. (It is worth noting that at this moment the EU MS are some 8 months late in providing approvals based upon their own rules.)

While maddeningly frustrating, there are few companies with the potential attributed to Eden. While today is not Eden's day, it is getting to be extremely close.

Sustaine works. The seed treatment opportunity is real and enormous. I have every confidence we will be producing sustaine encapsulated seeds, if not next year, then the year after. This will contribute many millions of profit very quickly.

Off for a walk in the beautiful sunshine.

[supersonico] 07/5/2020 08:55

'I agree erinvale, a dose of realism needs to be injected into the commentary from Eden's directors'.

Says the unrealistic lube fella that can't say Cedroz...LOL

[bjlk] 07/5/2020 08:49

We invest for returns and what have SS/AA et al actually delivered except the same old same old, they treat us like mushrooms and expect us to think that they have our backs.. absolute rubbish... they are riding the gravy train... I cannot believe I've wasted so much time on this..Root and branch change with Comms and attitude Eden .. disgraceful..

[erinvale] 07/5/2020 08:06

Results: it is difficult to comprehend the mindset of a company that issues this ‘jam tomorrow’ annual statement, in the face of lower revenues, increased operating loss and negligible increase in sales. Eden’s annual statement has spouted optimism for the past 20+ years and consistently failed to deliver. In doing so it treats shareholders with contempt. Eden’s hapless management needs to shape up and provide a realistic assessment of prospects, instead of yet another dose of less than credible, over-optimistic guff.

[brucie5] 07/5/2020 07:52

Not the old 'back to school market..'. that looks less credible than ever.

[supersonico] 06/5/2020 20:46

PSU TreeFruit Doctor
@drtreefruit
·
8h

Disease picture time: that’s not snow...it’s a raging case of powdery mildew already in my Rome
research block.

[monet] 06/5/2020 17:42

Results out tomorrow



Notice of Results

Eden Research plc (AIM: EDEN), the AIM-quoted company focused on sustainable biopesticides for use in global crop protection, animal health and consumer products industries, announces that its preliminary results for the period ending 30 December 2019 will be issued on Thursday 7 May 2020.

[supersonico] 06/5/2020 15:26

Pondinan ,

It's the Dampness that Eden Shareholders enjoy reading about.

[pondinan] 06/5/2020 13:43

I understand that Mevalone only treats grey rot,( pourriture grise or botytris cinerea ) but none of the diseases mentioned in the article. Looking at the forecast for Bordeaux the hot and stormy weather over the next week or so could give rise to botytris.

[chrischas] 06/5/2020 09:32

That’s one excuse less in the coming short order

[brucie5] 05/5/2020 10:12

Good post, Investing. I've been following GDR, so interested also to see your observations there.

[investingisatrickygame] 05/5/2020 10:09

Look at Genedrive again today. 9p on the 29th March to just short of a £3 high this morning. Yes they have now come off a £1, but who wouldn't be taking that profit in 37 days....I would.

Look at today's Placing RNS from them, Well structured, chronological and at each point referencing the climb in the share price with each RNS that came along. They're looking to raise development funds at 80p and my guess is that will be a walk in the park.

Now look at this statement from the RNS

"The Directors believe this share price performance has been driven by increased investor interest in companies with potential diagnostic and therapeutic solutions to the COVID-19 crisis"

Full recognition that investor interest (and I'm confident looking at the trade sizes that it is PI's) is driving share price and company value for the "potential solutions" that they have.


Investors can see the potential
Investors can understand that this is a global opportunity
Investors don't even know the potential value of the global proposition because the Company, as far as I can see, hasn't declared the same potential

Yet, investors are excited and understand that Genedrive are not doing this for pennies.

So my singular point here (understanding that Covid-19 is at the forefront of people's minds) is that the investment community sufficiently understands in broad terms that this is a global proposition to a global problem.

I always talk about investors understanding a company's proposition, product, market, potential, value.....

I still don't think investors have grasped what Eden is doing, what Eden can and will solve, what value that will bring to Eden, as well as their distributors & farmers.

We have what is now a highly understood issue with microplastics which we can play on. Investors and consumers will like that story.

We have organic status, both will like this again

We have (near) chemical free solutions, so not pesticides in the truest sense, again, investors and consumers will like this story and so will the press

We have ground-breaking, game-changing proven technology, definitely something investors will want in on

Mr Bayer in Lykele is now at "The Natural Solution" company. Why/What's the story? Investors, consumers, press will all love to hear the why

Pesticides are coming off market, driven by Regulators and Eden is only one of a few globally.........


Eden has so many terrific platforms on which to deliver its story. No pump and dump, no over egging the position. Simply a strong and qualified execution of the whole story, the problems in play, the solutions that Eden has and the value of those to the Crop Protection market.

If Eden played this out and convinced the investor market of what it is delivering and resolving, I feel confident we would see a significant and deserved upward trajectory in Eden's share price too.

Illiquidity, 7 pence and £26 million is not where Eden should be right now and investors would agree, as exampled above, if only they truly understood the global Crop Protection issues that Eden is resolving.

One final point. Genedrive is providing a Covid-19 test kit. I read in the press yesterday that once you've had the Coronavirus your body DOES develop antibodies and so one assumes that there are only so many tests that one can take for Covid-19.

Crop Protection on the other hand happens year, after year, after year, after year......a totally recurring income stream, unlike a Covid-19 test kit.

And one more thing

In a misunderstood company shareholders ask questions; lots of them to both the company and to the PR firm

I suspect that the Genedrive CEO and his PR team have had very few interventions because in a rising price and rising value, individuals take it and feel elated that they have made money. So a rising share price solves many issues, this being just one of them.

Private Investors can take Eden's share price to the next level. Arguably, Eden's shares are more tightly held now post Placing. Create the excitement around reality and Eden's share price will rise dramatically.

[attyg] 02/5/2020 16:30

Investing,

My understanding is that Eden is targeting a GP of 40% on all its product sales, including to Corteva.

Cenkos assumes 40% GP for insecticide in the most recent note and suggests Corteva GP% may be lower. However, my understanding is that Eden conducted the first year trials while Corteva is paying for second year trials. I think Eden is in a strong place to secure a 40% GP. Of course I could be wrong in that view.

[supersonico] 02/5/2020 13:42

Seed companies interaction News

Andre Negreiros
Corteva, Seed Applied Technologies Leader

André joined CORTEVA in 2018 to create and lead the Seed Applied Technologies team in the EMEA region, managing cross functional teams, product development and seed companies interactions. Andre has over 15 years of agribusiness experience in different leadership roles as technical sales, portfolio management, and strategic marketing, first in Brazil, then globally. His background covers both seeds and crop protection with deep expertise.



Global food market will recover. The question is when?