Eden Research Share Discussion Threads

[supersonico] 19/10/2023 17:04

Investing,

Also remember what Smith said at the AGM ( as posted by AttyG 14560) which needs to be considered in parallel to the statement you posted in 15523

'Eleven parties testing Eden's formula. Expect to conclude commercial negotiations towards the end of the year'.

'INSECTICIDE
Page 05 Annual Report
Referring to the US EPA: worth noting that regulatory clearance on a federal level of our active ingredients will allow for easier and faster registration for all future formulations based on these ingredients.


Sean confirmed that they expect our insecticide to have an easier and quicker route to EPA approval.
Sales of insecticide in 2025 are a realistic possibility.
It is fair to write that Eden sees their insecticide as having a major positive impact on their commercial development and growth.
With 11 parties conducting their own trials – one party is conducting some 85 trials at a cost of ~$10k per trial - it is not difficult to understand Eden’s view.
A competitive negotiation towards the end of this year should result in Eden securing the best partner for the company. It is also far from unrealistic to think they could require, say, a $2m upfront payment, should Eden have a need for a cash injection'.

[supersonico] 19/10/2023 14:34

Investing,

I imagine those regulatory papers for the Insecticide will be expedited by the approval status of the active ingredients especially in the USA.

Of course Korit could get the EUA in the UK but perhaps Italy as a way more progressive country having legal obligations and incentives in this area might receive the first Ecovelex EUA as they did with Cedroz. It feels like everyone is waiting to see which way this will go.

[investingisatrickygame] 19/10/2023 13:56

Super,

I'd would agree regarding California

The Insecticide regulatory papers are about to go in @ 7 minutes from 10 days ago

[supersonico] 19/10/2023 13:26

Investing,

Yes the Californian Mevalone is over due. My guess the delay is because it's been enhanced with Label extensions in the same way as the 10x Corteva France deal.

The Insecticide deal details I imagine could drop any time.

No murmurs on the EUA ..yes but Brightmaize look to me to be waiting on a decision so we could also get confirmation or not any time.

[alchemy] 19/10/2023 13:20

It's a plausible post . Though we do have an order book and I believe of some size .

[ravenna23] 19/10/2023 12:00

This will gravitate toward the TERP, theoretical ex rights price, less tax breaks, of 3.8p. No significant sales, but now enough money in the bank to pay the Directors and Tricky for several more years. Note for all Tim Nice but Dim reading this. EIS does you no favours. Your supposed tax breaks go to the fund managers such as Octopus. You end up with a one in a hundred chance of investing in a successful AIM company. Better to put all your money in premium bonds. All the gains are tax free. Eden is in terminal decline.

[investingisatrickygame] 19/10/2023 08:58

Super, Mevalone California is much more overdue.

Sean Smith has signalled towards the Insecticide in his latest video of last week.

We haven't heard a murmur on EUA.

[supersonico] 19/10/2023 07:26

The absence of a well overdue Brightmaize blog and refusal of Fraudy to roll out a oh so scary Eden Lubecast is clearly disturbing the resident Lube.

They know EUA news is coming.

[neutralpov] 18/10/2023 21:53

investingisatrickygame wrote: "more than 3 years. So no more new products to commercialise for the next three years if starting today. That leaves us with a clear view.... So as shareholders, we can reasonably expect, can we not, that the Company has a clear vision of a range of anticipated revenues and profit scenarios from which we can deduce a future share price range during this forward period."

You are truly the most disgusting, most odious, most deceitful and least worthy of oxygen among the liars and swindlers to be found on this thread.

And that is saying something.

The company has been trading since 22 June 1995.

THAT IS MORE THAN TWENTY-EIGHT YEARS AGO

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

Not 3

28 yrs

It has never shown a profit or declared a dividend in all those years.

Yes:

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

NEVER A DIVIDEND OR PROFIT

You filthy liars, the multiavatar investingisatrickygame being the worst, I know what you deserve. Probably you can't imagine it, being very stupid as well as very dishonest.

WARNING TO ANY POTENTIAL BURNERS OF THEIR MONEY - Go ahead, be my guest, great stuff - but send me the snuffvid from when the truth hits.

[supersonico] 18/10/2023 15:07

State orders a Chinese-state owned Syngenta Seeds to divest ownership of Arkansas farmland

[alchemy] 18/10/2023 11:16

Thanks . Still a bit of a "tenderfoot" here

[investingisatrickygame] 18/10/2023 10:21

A label extension in Eden's world is when they get regulatory approval to treat another disease/issue with the same product.

For example, Mevalone in France was for Botrytis on grapes and now they are seeking a label extension so Corteva may use Mevalone to mitigate Downy and Powdery Mildew

RNS hxxps://polaris.brighterir.com/public/eden_research/news/rns/story/rm3jlvx

The benefit to approval should be that the Active Ingredients, Sustaine and the named product, Mevalone in this case is already approved in France for Botrytis, so it should, in theory, be a quicker approval to get the 'label' for use, extended to these other two problems.

In this specific instance, Eden has said revenue could grow 10* in France so a label extension can be a very powerful thing.

[alchemy] 18/10/2023 10:01

May I ask modestly for a definition of label extension? Usually I see a takeover suggestion on these boards as a Deus Ex Machina but you lay out a good case. But, If non takeover folk see turnover growth doesn't the low share price go?Surely this era of paint decaying ends by the publication of 23 results ?

[investingisatrickygame] 18/10/2023 09:41

If we take a three year view from today based on how long many have been invested and acknowledging the recent capital raise and its goals, we can come to a few conclusions.

Given the time it takes to conceive a product and deliver a solution to commercialisation, it is more than 3 years. So no more new products to commercialise for the next three years if starting today.

That leaves us with a clear view of what will generate value for Eden and it's shareholders in the next three years, namely, product sales of Mevalone, Cedroz, Ecovelex and the anticipated Insecticide.

We can reasonably assume through our own knowledge and the stated goals of the capital raise that these products during the course of the next three years will acquire label extensions and approvals in new territories, perhaps Asia as suggested by the Company. This will further increase sales, but hopefully and as the Company has also stated, hope to see more timely regulatory approvals based on the known and approved (in many territories already) same three AI's to comprise a product. We/Eden will also have the support of major Ag companies, namely Corteva and presumably, ANO for the Insecticide which should expedite, IMO, approvals and sales.


So as shareholders, we can reasonably expect, can we not, that the Company has a clear vision of a range of anticipated revenues and profit scenarios from which we can deduce a future share price range during this forward period. This is what investors need to see, is it not? The Company needs to paint a picture for investors based on these scenarios in order to encourage investment and show potential investment returns.

We provide Cenkos with conservative forecasts and we can reasonably assume that these forecasts and further potential are discussed with institutions to encourage capital investment with a potential healthy return.


Working on a P/E of 20-30, investors should be able to see the possibility, the vision and then invest in Eden knowing that their own vision of being a global leader in sustainable crop protection.

Not everybody can work it out, so it needs spelling out. With a sound product base and three years between the last two capital raises, it is a reasonable window to consider and one financially that Eden will forecast.

Are there any variables that could change valuing the business from above during this timeframe? The only one I can see is if Eden already has products in development that are maybe 50%-75% plus through their development cycle and we are as yet, unaware of them and therefore, they too could come to commercialisation within the three years.


Finally, I would imagine that if Eden has this stable of products developed as detailed above (as and when the Insectidide deal is announced and Ecovelex has regulatory approval) and IF Eden were still to be sat at this very low share price point, then Eden would surely, IMO, be vulnerable to a bid as they would have a decent regulatory footprint, a number of label extensions with more to come and a value that doesn't reflect its overall footprint.

And I didn't even mention Sustaine as a separate entity to commercialise.

Eden is definitely in a different place now, like never before and value has to out.

[supersonico] 18/10/2023 06:09

Corteva unrelenting Ecovelex™ promotion.

Igor Teslenko 🇺🇦
President Europe, Middle East, Africa at Corteva

Corteva Agriscience's Seed Applied Technologies team are currently attending the Euroseeds Congress in Malta, sharing the latest developments in our Seed Applied Technologies category.

Colleagues including Leonardo C. Jean Philippe Riffat, Oleg Shevchuk, Nilceli Fernandes and Gonçalo Tavares de Almeida are there. There were insightful presentations on developing Corteva's #SAT portfolio, future plans, technical details and how our #CSAT site in Aussonne, France, supports growers across the region.

In the #SAT portfolio, highlights for this year include the launch of Lumiposa® seed treatment for corn crops and a new innovation, Ecovelex™, a bird repelling seed treatment.

Great job, team! Learn more about our #SAT portfolio here: hxxps://lnkd.in/etrqTyfh
#GrowingTheFuture #EuroseedsCongress #SAT

[neutralpov] 17/10/2023 22:49

The quadrillions of insects dying in agony is NEVER forgotten, and the guilty shall pay for it, and their backers shall lose all their gold.

But no mention of canaries, jellybrain?

[supersonico] 17/10/2023 19:56

Clara Serrano
Vice President, South Europe Commercial Unit at Corteva Agriscience

The Euroseeds Congress is now underway! This event is an annual highlight for Corteva Agriscience's Seed Applied Technologies team, who enjoy connecting with customers and sharing how our portfolio addresses key crop challenges.

We are excited to celebrate the official launch of Lumiposa® seed treatment for corn crops, offering exceptional control of wireworm and cutworm infestations.

Another #SAT innovation getting a lot of attention is Ecovelex™, a bird repelling seed treatment. This innovative and sustainable solution protects crops from hungry birds through its off-putting sensory attributes.

Best of luck to the team, and if you are attending, don't forget to visit our stand!

[alchemy] 17/10/2023 13:12

Midnight in the Oasis Give your camel a restPlanted your crop in the soil give your scarecrow one too. I like Eden's one liner

[supersonico] 17/10/2023 12:40

Best ask Smith about that as no one here can make head or tail of that dogs breakfast.

Smith likes to talk of 'those who follow the story' but on the headlice product it's like trying to read a book with the pages glued together.

[woolybanana] 17/10/2023 12:33

Didnt Eden develop a treatment for head lice? Would it be applicable to what seems,to be an epidemic of bed bugs in France and perhaps elsewhere?

[supersonico] 17/10/2023 12:02

Eden Research plc
@edenresearch

Give your scarecrow a well-deserved retirement! #ecovelex #growingthefuture #thenaturalsolution
Quote
Corteva Europe@CortevaEUR

#TeamCorteva are ready and waiting for you at #EuroseedsCongress2023! Swing by and see 👀 for yourself the exceptional range of innovations we offer, and maybe even take a selfie 🤳🏽 with our recently retired scarecrow!

[supersonico] 17/10/2023 04:49

CORTEVA BREAKS GROUND FOR NEW $30 MILLION DISTRIBUTION FACILITY IN INDIANA



City of Anderson Government
October 11 at 3:32 AM ·
More economic growth in Anderson! Mayor Thomas Broderick, Jr. and the City of Anderson Economic Development Department hosted a groundbreaking ceremony to celebrate Scannell Properties, LLC investing $30 million in a new, high-tech, 300,000 sq. ft. warehouse and distribution facility in Anderson that will be occupied and operated by international, agricultural giant Corteva Agriscience.