Eden Research Share Discussion Threads

[speculator59] 25/8/2020 12:50

33mick
it is interesting to trace through the original approval for the Southern Group of EU via Malta and then look how long it took individual countries to give approval.
France and ?Portugal took nearly 2 years when officially allowed 120 days ?
They are major markets.

But there is change afoot when we look at Cedroz with Italy etc. gaining emergency approvals because there are no other effective solutions.

Eden is always going to be a jam tomorrow share - until that indefinable moment that it happens.

It will, but my concern has always been that it will be taken over on the cheap.

[quazie12] 25/8/2020 10:21

Sorry I should say sales in sufficient quantity to stem the horrendous consumption of investor capital. I didnt rustle up that £35m figure, believe it or not it is the amount people like you and I have fronted up that has been spent to achieve not enough.

[quazie12] 25/8/2020 10:18

InvestingYou say that "Regulatory approvals will lead to sales."Can you cite good reason why the literally hundreds of regulatory approvals over the years have not really amounted to sales to date (5 years for SS and over 25 years for the company) ? I can't.

[hillofwad] 25/8/2020 10:14

"Eden should replace Sipcam if the product is really effective"
Can they?

Herein lies the rub.Tail wagging the dog .You can bet your last dollar that it will be Sipcam calling all the shots here and controlling the contract .

It does look that the amount Eden extract from each sale is a pittance

[erinvale] 25/8/2020 09:55

From Eden's 2015 annual report: “Now that the Company has received funding to accelerate its growth and development, as well as key EU approvals for 3AEY, Eden is well placed to exploit its patents, know-how, technologies and products and drive commercialisation on apace'. Sales 2019 - £2.04m - operating loss £1.357m. Progress?

[investingisatrickygame] 25/8/2020 09:29

@erinvale

Eden in its previous guises, with previous management, so beit. But let's judge Sean Smith and the last 5 years. Quite a lot has been achieved during that period for a company that is in the market and environment that Eden is. Granted, we now all want to see sales and that requirement is justified.

We sit with Mevalone and a widening global reach, a product that is affected by seasonality, but hopefully, global reach and differing climates will smooth this out. Sipcam has the opportunity to provide the Australian market with ample product in readiness for their summer/Autumn period. The onus of sales is on Sipcam, not Eden and Eden should replace Sipcam if the product is really effective, yet Sipcam fails to sell it. That to me is the only argument regarding sales that can be levied at Eden.

Cedroz is in the regulatory phase. This year has been unprecedented so some disruption is understandable, but working from home and connections to corporate servers should be standard. So yes, we all hope and expect regulatory approvals for Cedroz to speed through now. Maybe Mike Carroll has some assistive role to play with Eastman to aid progress.

Corteva and Seeds - We await the outcome at the end of this year as RNS'd which in isolation could establish annual net sales to Eden, as RNS'd, equal to the value that quizie12 wants to push in their post 8035 (£36 million.

Eden's communications still doesn't hit the investor community trigger of "I must/should invest" and it will take a bold step by Eden to correct that.

Regulatory approvals are pending with no reason to expect rejections.

Regulatory approvals will lead to sales.

None of the above takes into account unknown/pending/future commercial agreements to deliver future value to Eden and its shareholders.

None of this takes into account Eden's commercial "jack in the box" which is Sustaine. Aside of new agreements, Eden and Sipcam has still yet to RNS the outcome of their commercial collaboration on the same and I think a holding statement is long overdue and one which Eden should acknowledge and therefore comment on.

[hillofwad] 25/8/2020 08:59

They needed the milestone payments from their partners just to keep the lab.lights on

Like a football club selling its future season ticket sales

The long and short of it with pedestrian sales Eden are left with half of SFA going forward


Even opening up new territories the only real beneficaries are the distributors

Certainly hasn't justified the investment

[erinvale] 25/8/2020 08:46

Yes, investing... but they've been at it for quarter of a century and still have not managed to achieve decent sales. If they were in wheelchairs, instead of office chairs, we'd probably all be buying.

[investingisatrickygame] 25/8/2020 08:43

Eden is in the business of R & D, product trials, partnering, regulatory approvals, distribution agreements and then sales.

There is no point moaning about today's approval. It is terrific news. Wait till the year-end report or/and a Company update between now and then to judge sales of Mevalone in Australia in its inaugural season in this country.

[2 risky] 25/8/2020 08:40

Aha!,so that's the reason for the tick up yesterday afternoon.

[erinvale] 25/8/2020 08:28

Quazie12 - thanks. A very interesting statistic. Each approval = 10 good office chairs. Phew!

[quazie12] 25/8/2020 08:26

Babble on Babbler.Cedroz (sorry I forgot Malta in there) is a product used to treat a pest prevalent in vegetables and fruits. I think you will find that today's approval (one of literally hundreds that have been rns'd over the years) is a botrytis treatment more specifically for grapes. My whole point is this, lets say conservatively there have been over 200 rns approvals by Eden then that represents £2k revenue per approval rns ffs

[erinvale] 25/8/2020 08:21

bjik - absolutely. This is another office chair. Eden will not prosper until it sells product in large, sustainable, quantities. As yet, there is no evidence of that happening. Let's hope it will before the office is choc-a-bloc with new chairs.

[supersonico] 25/8/2020 08:12

What is Unmentionable refering to??

"The approval also represents a geographical expansion for our business, and we look forward to continuing our work with Sipcam to increase our activities in the region."

ASIA – PACIFIC ???

[bjlk] 25/8/2020 07:22

Awwwh that's brilliant, there was one more spot in Shauns downstairs bathroom to fit another approval... if there are anymore approvals he has no more room on his walls so he might finally be incentivised to actually sell something to pay for an extension ... I knew Sean would eventually have to sell something...

[babbler] 25/8/2020 07:19

Australia any better for you?

[supersonico] 25/8/2020 07:12

New authorisation for bio-fungicide in Australia

[quazie12] 25/8/2020 07:10

Rns = approval of Eden product= yet another apparently stunning opportunity for sales and profits......that just dont seem to make the slightest difference. What is it to date ? £36.5m of shareholder funds sunk over the years, a one way street. People on here bang in about Cedroz. FFS its licenced for sale exactly where ? Exactly !!!! (Belgium and Mexico).Wise up

[supersonico] 24/8/2020 17:30

He who dares .. Rodney ;)

Good luck.

[brucie5] 24/8/2020 17:05

Super,

I'm mindful of what I posted a few days ago, that's mainly why I felt the need to update. No lack of confidence in the proposition, though the management may be another matter. There's a lot of momentum in my other holding atm, notably lacking in EDEN, so I'm kind of riding the wave while it lasts...

I'll be back.

[supersonico] 24/8/2020 16:55

Brucie,

I see your wisely assuming that the Eden / TT dream team will rinse and repeat it's annual 'back to school' investor disappointment event.

Makes sense.

[brucie5] 24/8/2020 16:19

Temporarily out of EDEN.
Hold the share price right there.
I will be back.
;)

[supersonico] 24/8/2020 07:44

CAGENOLETA

[supersonico] 23/8/2020 13:27

They are par-all-el at it..aka Consolidator.. News.

Bayer accelerating innovation of seed-applied technologies