Eden Research Share Discussion Threads

[investingisatrickygame] 03/6/2020 11:02

There has been a lot of buying this last week or so. With Eden traditionally an illiquid stock, it can't be long before available stock is exhausted and the share price gets a leg up to another level, whatever that may be.

[supersonico] 03/6/2020 08:00

There is a dark evil lurking.

This will not surprise those who followed the Glyphosate Discovery process ... News

[supersonico] 02/6/2020 18:31

Corteva CEO on the state of seed, crop protection business.

[supersonico] 02/6/2020 18:18

India Chemical Seed Treatment​ Market Insights.

Seed treatment can be defined as the application of chemical ingredients or biological organisms to the seed that enables in suppressing, controlling or repelling plant pathogens, insects, or other pests that attack seeds, seedlings or plants. The India Chemical seed treatment market was worth around USD 119.9 million in 2016 and is expected to cross USD 220.7 million by 2022 growing at the CAGR of 10.7% during the forecast period 2017-2022.
Market Dynamics

The growth in seed treatment industry is largely fuelled by increasing farm sizes and rising concerns over its quality and safety due to harmful effects of chemicals to environment. Thus, some major drivers of the seed treatment industry are rise in the seed costs, crop rotations getting shorter and greater use of multi-component products. The poor farmers in India are adopting organic techniques which have a lower environment impact which is driving the market.

Major restraints identified in this report are regulatory structure intervention regarding entry, concerns for the environment and regulation of seed treatment market. Major opportunities are fastest growth rate for biological agents and India has a fastest growth rate in seed treatment market.

India market holds 34% of the Asia-Pacific market revenue by 2022. The India market is expected to have a high CAGR of 10.8% due to increasing demand for high yield crop products in the region and rising organic crop production, especially in China, India, Malaysia, Japan and Singapore.

Within this application category, insecticides constitute the largest sub-category, with an estimated 2015 share of 56.3% of chemical seed treatment demand. However, fungicide seed treatments are slated to witness the fastest CAGR of 11.4% during 2017-2022 in reaching a projected demand of USD 79.2 million by 2022.

India total oilseed production, comprising soybeans, rapeseed, mustard, peanuts, sunflower seed, cottonseed and copra, is forecast to be 37.4 million metric tons (MMT) for the marketing year (MY) 2014-15 (October to September), which forma a decline of 2.5% from the current year, assuming that monsoons are normal for the period of June 2014 to September 2014. India consumption of oilseed-based food products is poised to register steady growth and reach 1.9 MMT in MY 2014-15. The primary driver for this impetus would come from robust growth in the food processing sector and increasing marketability for higher-value food products made from soybeans, peanuts, rapeseed, mustard, and other oilseeds. As a consequence of growing domestic demand, exports of oilseeds in the current and future years are likely to slow down their previous pace of growth.

Wheat is the leading type of crop for chemical seed treatment applications in India, estimated to account for 34.9% of the total demand in 2016. In terms of CAGR between 2017 and 2022, however, demand for seed treatment applications in corn is expected to be the second fastest crop among all crop types at 10% CAGR, Asia remains the hub of rice production, with many countries in the region growing more than one crop per season.

Key Industry Players
Some of the key companies in the market are Adama, Novozymes, Chemtura, Syngenta and Others. The key players are focusing to expand their business in Asia-Pacific regions. The leading players in this market adopted various strategies to strengthen the market opportunities and increase their market shares. Acquisitions, agreements & joint ventures are the major strategies adopted by major players.

[supersonico] 02/6/2020 08:11

Goodness Gracious Me

[chrischas] 01/6/2020 17:35

Do you think the BODs could have used this as a template BEFORE the beginning of this year’s growing season. Come to think of it they probably have not even seen how Lower paid Sipcam employees can boost a product.

[33mick] 01/6/2020 15:31

Need a granular researcher to make sense of this lot..
it's basically a French field test of existing bio Botryis products...Edens existing competition...Mevalone is very briefly mentioned but not tested..gotta love the French..paper states out of 6 bacteria based products only one showed any promise..and more research required!

ORIGINAL RESEARCH ARTICLE
Front. Plant Sci., 11 February 2019 | hxxps://doi.org/10.3389/fpls.2019.00105
Microbial Antagonism Toward Botrytis Bunch Rot of Grapes in Multiple Field Tests Using One Bacillus ginsengihumi Strain and Formulated Biological Control Products

[quazie12] 01/6/2020 15:01

Just don't know what else would possibly encourage buyers

[quazie12] 01/6/2020 14:59

More likely a leak than a cleared seller

[northwick] 01/6/2020 12:25

I hear the seller was cleared last Friday. Hopefully, we can now expect the share price to increase steadily on the back of any new buys and positive News.

[pugugly] 31/5/2020 17:46

Re virtual-only AGM's - for interest

[quazie12] 31/5/2020 11:25

How convenient for Eden management that the Articles of Association do not allow them to have an online AGM. The real transparency question here, if I were a current shareholder (sold my last few in March 2020), I would of course be asking management if the Articles specifically prevent the online broadcast of the AGM which is very different to holding one online. So what do you think SS ? You are heavily invested.Q12

[supersonico] 29/5/2020 19:25

Successful results after applying #Araw during flowering to tackle both powdery mildew and botrytis.

[investingisatrickygame] 29/5/2020 15:40

Some big trades for Eden today, yet no movement in the price. Might Artemis have further moved their position down and if so to what level?

If to nil, might we now start to see a rise in the share price if some selling pressure has been removed?

[investingisatrickygame] 29/5/2020 12:53

super,

I think the world and the new 'moral army' will create a pressure vacuum that will insist upon 'natural' products.

Viruses, pesticides, harmful chemicals, oil are all seen as dirty and dangerous to people, product, climate and the air that we breathe. Also plastics and their lack of degradation. Labs and companies that continue to deliver in this way will be seen as unacceptable and society, governments, regulators will deliver the pressure for more rapid change.

Eden Research Plc - The Natural Solution

Eden has not made enough collateral out of this strapline. It is part of a mix to show Eden's clean image and footprint and differentiate Eden in the investment world and in printed (and digital) press articles. In fact, it is a door opener to conversation to enable this to happen.

[supersonico] 28/5/2020 13:43

Expert view: Biopesticides – a fast-growing multibillion market.

[chrischas] 28/5/2020 13:04

You will also see Sipcam in Spanish talking about other mildiu productos.!!!

[mirandaj] 28/5/2020 07:57

 
 Stock Watch

[supersonico] 27/5/2020 16:22

Sipcam es

Among vines over 30 years old, our colleague José Ramón Gómez is clear about which is the perfect product to start flowering: the ecological fungicide ARAW. An essential product to control powdery mildew and botrytis in your vineyard!

[supersonico] 27/5/2020 14:02

Investing,
This is one way of parallelly looking at it..as four base formulations (consisting of a combination of % of active ingredient) used in multiple applications across CAP and TT

Take the the CAP bit...

'amendment to its existing license agreement with Bayer Animal Health'

and to that we add the TT bit

'To progress the final development of a portfolio of Bayer products based upon Eden's technology and know-how, both parties have agreed to amend the existing license agreement to reflect several key changes'.

...……230;……………………………;……̷0;……R30;……230;……………………………;……̷0;……R30;……230;…………..

Eden Research plc (AIM: EDEN), the AIM-quoted company focused on sustainable biopesticides and plastic-free encapsulation technology for use in global crop protection, animal health and consumer products industries, today announces that it has agreed to an amendment to its existing license agreement with Bayer Animal Health (or "Bayer") for animal health products.


To progress the final development of a portfolio of Bayer products based upon Eden's technology and know-how, both parties have agreed to amend the existing license agreement to reflect several key changes.

[investingisatrickygame] 27/5/2020 13:11

From today's RNS it states

"There will be an increased investment in the project, which has been facilitated in part by Eden's successful fundraise in March 2020. The amended agreement will allow Eden to contribute to the formulation development process by deploying its expertise with bio-active substances and formulations developed over a number of years."

This implies that Bayer will contribute as well

"The amended agreement is designed to overcome these challenges and better meet Bayer's stringent product profile requirements through an expanded collaborative approach."

If the approach is now expanded, is a third party now involved as well? Why would Bayer's "stringent product profile requirements" even matter given the forthcoming divestment of this division which wan references on the other thread?

"Bayer remains committed to the commercialisation of up to four formulations"

Again, why with such a short time till divisional divestment? What's in it for Bayer?

"The anticipated commercial launch of these products is a part of Eden's strategic priority for business line diversification"

It's a priority!!!!

What does this priority look like in terms of a timeline?

With a new agreement to enter into a supply agreement upon successful completion of the development work, what % chance of success do Eden attribute to this?

What is the market value of these 4 products? Eden should tell us as they are investing Placing funds to make this happen and they have told us in the Placing document the value of all of their Mevalone and Cedroz markets by geography. as such, the precedent is set.

I take from this statement that Eden must feel somewhat confident that success can be delivered otherwise why invest such valuable funds, which are hard to come by, from the recent Placing?!

[brucie5] 27/5/2020 09:26

supersonico
27 May '20 - 07:59 - 7745 of 7746
0 1 0
In other news Eden recruit Dominic Cummings as Senior Narrative Enhancement Officer with special responsibilities for CAP 'forth formulation' LOL
-------------------------------------------------
Lols indeed. Yes, it would be nice to know what this ACTUALLY means.

[supersonico] 27/5/2020 09:11

So as highlighted in post 7722 Eden and UMMS fund this.



This relates to this;


YEAST CELL WALL PARTICLE ENCAPSULATION OF BIODEGRADABLE PRO-PAYLOADS


and discuses issues with the IP and enhancements. AKA Tweaks

Supersonico has for 2-3 years nattered on about parallel delayed CAP/TT

IMO the tweaks are related and possibly Bayer and TT are partners but given that Dow hosted a presentation of this enhanced/tweaked YCWP technology and we have a Corteva relationship we could persuasively argue that a Dow relationship with TT is a possibility.



So add in our annual and updated TT back to school news which has had an equally cummings-esq history, we may be seeing the beginnings of the end of the in the coming short order epoch for Eden TT/CAP and perhaps even a dual announcement on both and it's anyones guess which ecocidal behemoth we snuggle up with.

(I'm going to have to check this but ..Also add in that this is the first time Bayer has been cited in an EDEN RNS title ...so this is tectonic progress however one looks at it imo).