Eden Research Share Discussion Threads

[grahamg8] 01/9/2020 07:23

There is a difference between a salesman saying: Buy my new product it is fantastic and will kill the little blighters and make you loads of money, and: My product is fantastic and it will make you loads of money; just look at Juan Carlos down the road who tried it last year and his yields went up by 10.35% and he could sell his tomatoes at a 5.28% premium because they were better quality. Message him to check what he says about Cedroz, he's currently on a month long break in Barbados paid for from his extra profit.

[supersonico] 01/9/2020 07:07

Regulatory approval for CedrozT in Spain


A step forward but no info on whether this will be a pre launch trial region by Eastman or actually on sale.

This needs to be stated clearly either way imo so we know if it's Jam tomorrow or inthecomingshortorder.

From the Mexico approval RNS;

Eastman will now embark on a roll-out of Cedroz in the coming year, which includes extensive live trials under local conditions to determine the best possible use of Cedroz in different scenarios and for a range of crops. Experience has shown that an extensive and controlled trial period is essential to the success of such a product launch."

[supersonico] 31/8/2020 17:08

For those on the science park.

Glyphosate and Autism.



Phase out Epidemic ??

[supersonico] 30/8/2020 18:32

10 October 2018

TerpeneTech granted regulatory clearance for head-lice product

Eden Research plc (AIM: EDEN), the AIM listed company that develops and supplies breakthrough biopesticide products and natural microencapsulation technologies to the global crop protection, animal health and consumer products industries, is pleased to announce that its associate company, TerpeneTech Limited ("TerpeneTech"), has received regulatory clearance to sell its head-lice product in the European Economic Area ("EEA").


Sales of the head-lice product into the distribution channel are expected to begin before the end of 2018 in the UK, where TerpeneTech's distribution channel partner has already been established, with commercial launch at the beginning of 2019. Sales will commence in other countries in the EEA once arrangements with additional distribution partners have been finalised. This is expected to take place during 2019.

[supersonico] 28/8/2020 20:13

Sipcam update 3LOGY label with SustainE Logo thanks to Felicity.

[supersonico] 28/8/2020 08:16

Record-breaking year for Australian table grape exports

[erinvale] 27/8/2020 14:48

Investing - you are correct - Eden's PR, both to exising and target shareholders is dire. You should copy your post 8079 to Sean Smith.

[33mick] 27/8/2020 14:36

Investing'
I'm not as taken with your "oil" annoloy ...I'm guessing your not holding any oil shares at the present!
The whole oil sector is in...well be best you looked it up really.
Company's can't really win if they over state their case, gush endlessly about the jam...they get hammered...if they just crack on...and yes slowly get there they get grief..
Have you ever spent a hour or so looking at how other bio fledgling companies have done and the time it's taken them to 'crack it' many many years usually .
I'm guessing not... give it a try one afternoon!

[investingisatrickygame] 27/8/2020 14:16

Super,

Correct. Because they didn't lay the foundations in explaining Eden properly at the beginning, it's likely led to misgivings.

As for the oil analogy, well they too are regulated, approvals process, huge capital raises to commercialise, infrastructure projects, lack of speed to market. So not too dissimilar to Eden's market really.

the difference is investors see value in the analogy because they understand it. They don't see it in Eden in my opinion because Eden never explained it properly.

Had they done so, Eden would be more trusted and the share price would be higher today.

In my opinion, it's not too late and still needs/is worthy of, doing.

[supersonico] 27/8/2020 13:58

Investing,
I like your Oil discovery analogy.

The difference here for me is I know there is oil in ££$$ quantity but because Eden have such a poor track record of actually delivering revenues the oil message is not trusted by investors. It's also less well understood by the Boom crowd imo.

Eden are in a bind here because of the long lead times. Take the recent RNS and work backwards it's approx 4 years since they did the deal with Sipcam for Australia and were only now approaching the final stage of getting the paper work sorted and then selling product. Eastman and Cedroz is exactly the same..4 years and were still waiting for a product launch but the PR four years ago did not tell you that..it just promised the JamJamJamJam.

Eden have had to do so much inthecomingshortorder to keep the lights on etc that now they have no currency accept for those with incredible patience and faith in their research and typically and understandably the Corteva oil strike gets treated like the Jamboy who cried wolf.

[investingisatrickygame] 27/8/2020 13:05

@wilco1000

"I know its a small irrelevant detail but presentation wise Eden are absolutely killing it. Love the website, love the presentations they put out, for a small cap they are certainly in the top leagues."

Eden's PPT's are aesthetically pleasing, that is undeniable, but they don't call for investors to buy stock. By that I don't mean a literal statement of the same, but the language and the numbers (market sizes specifically attainable for Eden as opposed to global market values) don't give a sense of what is possible, what is achievable, when and why.

Eden would appear to have great products, backed by IP and to be in the right place at the right time; even those that moan about Eden here would likely agree. But they're wearing the wrong suit! By that I mean they are presenting themselves wrong for the investment community (non institutional) and because of this they don't appear to be worthy of investors pounds.

If I'm wrong about this the share price would be higher in my opinion, but given it has declined and flatlined over the last number of years then I would advocate there must be some validity in what I say.

Investors need reasons to buy into Eden. Corteva is a great one, but Eden has not conveyed the potential correctly. If this were an oil stock who was drilling with a huge barrel potential, I'll venture to say that private investors would be in on the hope of finding oil. Eden is not getting the same gravitas with the like investor base.

In my opinion, Eden needs to

1) Present itself differently
2) Understand its audience, what they are looking for and what they need to hear
3) Reach out to that understanding and match their communication to reach this audience
4) Be more buoyant about the prospects within the realms of what they know today
5) Sell their potential prospects for the next year, 2 and 3
6) Explain Eden properly and make sure the listening, reading and watching audience understands Eden properly

Again, in my opinion, if Eden did this properly, we would not be sat at 7p, we would be many multiples higher and the benefit of that would be happier shareholders (inclusive of the directors), a fairer representation of Company value, a more stable share price and less pent up demand to sell the stock which is surely coming when Eden's share price rises. Happy shareholders who understand the Company and its value will not sell prematurely. Unhappy shareholders who don't understand the Company and can't see the value will sell at the earliest opportunity to relieve their frustration and to be grateful for their money back.

I'm pretty sure this will happen around the 15-20p mark, should Eden get there. What I think Eden needs to do is to anticipate this and ensure they have a band aid or proposition in place at this price point and others to help mitigate any selling and to keep investors, invested.

A new suit would help this to be the case.

[wilco1000] 27/8/2020 12:25

I know its a small irrelevant detail but presentation wise Eden are absolutely killing it. Love the website, love the presentations they put out, for a small cap they are certainly in the top leagues.

[supersonico] 27/8/2020 11:37

33Mick,
On the subject of upfront payments..it's not just the named companies we appear to lack upfront payments from....

What about the 'other collaborations' ....Edenberg Partners..

'Pursue opportunities with Corteva and other collaborations'

[investingisatrickygame] 27/8/2020 10:57

Food For Thought

hxxps://www.edenresearch.com/food_for_thought/12/spotlight_on_our_new_laboratory

[supersonico] 26/8/2020 15:27

Your Welcome 33Mick,
I agree competition is healthy and the market is huge with room for many positive technologies.
I'd be happy to hear about the different market players out there from those with a lot of time on their hands ;)

Here is a list to start with p8-14 .. I look forward to seeing the commentary.

[33mick] 26/8/2020 15:13

thanks for your reply Super,
I think there are more people here than you believe that are genuinely interested in Edens direct competion, and their progress in bio world of crop protection.
It's a vast market for many products. Competion is heathly and shouldn't be ignored.

[hillofwad] 26/8/2020 13:59

Sounds to me the boffs couldn't negotiate their way out of a paper bag

Maybe these agreements are little more than massaging the individual boffs egos and showcase their skill sets amongst their peer group for a potentially better job

Maybe stretched out to an annual subscription of New Scientist

[supersonico] 26/8/2020 12:50

33Mick,
I have no idea what the commercial arrangements are for Corteva and Bayer and why they have not paid anything upfront. For all I know that could be buried in the Sipcam payment. We really have no visibility on that and what the financial split will be with Sipcam /SustainE and Corteva if any. I don't think we have any of that detail.

As regarding my ponderings on blue sky beans.. I appreciate your point that my focus has always been on EDEN but I have stressed many times that the regulatory push and the Sustainability Mega trend will lift many ships.

However I do see SustainE technology as distinctly different from say Timorex® Gold for example or a product that Marrone Bio might produce because it offers not only a mode of action by encapsulating the volatile oils but it also can encapsulate very efficiently conventional chemistry so it straddles both sides of the conventional/ Bio pesticide phase out fence across a wide range of molecules and is not all one or all the other. That is why I believe it is distinct and stands out in bio competitor crowd but also why the advantage it will give to any single ecocidal Behemoth will create antitrust issues, so instead Eden becomes the 'consolidator'.

I'm happy for others to tell me about competitors but very few people over the years on here have chosen to do so or are prepared to put in the work from what I can see.

[33mick] 26/8/2020 11:33

from Jan this year..the Corteva agreement.

Biopesticides specialist Eden Research plc (LON:EDEN) has signed a one-year exclusive evaluation agreement with Corteva Agriscience.

The American giant, valued at US$21bn, wants to assess the potential of the UK group’s encapsulation technology, focusing on formulations for seed treatments.

Super'
this exclusive 12 month assessment by Corteva which didn't seem to have any upfront payment included with it, you think in a few months there might be some positive news?
I was surprised that a company of that size couldn't be persuaded to cough up a few dollars to sweeten the deal.. weren't you??
You have to agree that they would be failing to be comerically savey if they didn't 'check out' so to speak the bio tech available plus any others In development ...there are others I assume?

One element missing in all your many many informed postings and ponderings that I can see..is a failure to acknowledge any bio competiors...they just don't exist???...I think a more balanced line of attack would do more to make blue sky beans on toast go down!

[investingisatrickygame] 26/8/2020 11:07

Super, good points and well made

[supersonico] 26/8/2020 10:51

My best guess is a combination of..

Primarily Antitrust regulation as I believe DOW have been involved with EDEN as Sumitomo were pre 2017 when the industry was so head in the sand with consolidation along with
Big AG Hubris.

I also believe the IP and the Technology needed improving for commercial application which may have caused some hesitation as the Bayer CAP/TT parallel intrigue has shown. I'm now of the opinion that the tech weaknesses are resolved/ evidenced with the Eden UMMS reset and the publication of new enhanced IP.

[erinvale] 26/8/2020 10:29

I accept your general point on the Corteva deal, but query why, if Eden has such important IP (as I believe it has), it has not already been bought out, for what would be petty cash for a large agro.

[supersonico] 26/8/2020 10:18

ENRT were too early.. attracted no globally giant partners.
Eden have Sumitomo/ Bayer / Corteva / Eastman.

So while I agree with your general 'inability to exploit it' small cap point, the company that Eden are associating with, the size of those companies and the timing in relation to regulatory push is very important to factor in to any assessment.

Yes were all frustrated that Cedroz $$ is slower than we anticipated and Mevalone is snail pacing it but both are progressing never the less.

The Corteva deal is in a league of it's own and as I have said many a time, the way this was jointly announced and the Sumitomo/ Corteva deal of 2017 suggests to me at least that Eden investors will see a step change in the coming short order ;)

[attyg] 26/8/2020 10:12

SFA

sweet funk all.

Though change funk to a common anglo-saxon word of your choice

[erinvale] 26/8/2020 09:45

Never in doubt Supersonico. This is the recurring problem with so many small caps - first-rate IP but inability to exploit it. ERT, Appian - long gone - that developed
ANPR etc etc. To quote well-know lyrics: 'Why do they never learn'