Eden Research Share Discussion Threads

[neutralpov] 30/11/2023 16:38

S.S. wrote:
> "So we could perhaps see"

Yeah, Right. We could however see more of what we have seen for a quarter of a century from this convestment.

i.e.,

Jack Shyte.

[alchemy] 30/11/2023 16:24

Not moved the dial alas back to patience mode

[alchemy] 30/11/2023 15:21

Thanks anything on Ecovolex ?

[supersonico] 30/11/2023 15:10

Good presentation, well done both.

Highlight for me was Abrey's description of potential Insecticide distribution deal/s which could be a global deal and by partners at a national level.


So we could perhaps see Syngenta distributing in China / UPL in India / Bayer or BASF in EU and Corteva / Bayer in US.

That's a lot of Whales.

AWGATWT.

[alchemy] 30/11/2023 14:52

McMillan was a Cavendish

[alchemy] 30/11/2023 11:01

I'd just like to know the Ecovolex order was a full order with delivery and invoice and of a new magnitude for what as yet is a small but promising company . Are we airborne across the gap?

[supersonico] 30/11/2023 07:50

Question for Smith @Small Cap Virtual Investor Conference November 30, 2023

We note Sunflower seeds pictured on the Corteva Ecovelex PR and the June 2023 Igor Teslenko commentary but await a formal RNS.

Please advise us on current Sunflower seed / Ecovelex status.?

[brucie5] 29/11/2023 15:20

Well I must be Billy Bonkers. I've decided to take a nibble. Here and in TERN, which is at a curiously similar price with a curiously similar chart.
I may not stay long, but will be happy enough if it pays for a new clutch on my old pumpkin carriage.
;)

[supersonico] 29/11/2023 14:19

One might also be able to relate the phd work this rightly proud fella did with Eden to the Wheat seeds.

[kittybiscuits] 29/11/2023 13:58

Thanks Super. (And weyumfozo) Appreciate the info.

[supersonico] 29/11/2023 13:55

The Oilseedrape seed might be relevant to Eden's new Entomology hire featured here on the right talking passionately about her studies;

[weyweyumfozo] 29/11/2023 13:48

My guess is that the SAT seeds pictured are:

1. Maize
2. Sunflower
3. Oilseedrape
4. Wheat

[supersonico] 29/11/2023 13:10

Kitty,
I expect the seeds on page 4 include Soybean seeds.

The reason we are focused on the Sunflower seed is because in Jun 2023 -
Igor Teslenko the President EMEA at Corteva told us in response to a colleagues question on Sunflower seeds;

'Corteva is also running trials in sunflower crops. If extensive testing meets our rigorous requirements and is considered efficient, we will also extend the label to sunflower crops'.

The reason that a Soybean seed is likely one of the seeds on page four is because of the size of the US and Indian Soybean seed market.

In support of the US guess.. I repost an earlier note on a Corteva role;


Seed Applied Technology Technical Sales Manager.

Role Purpose

Reporting to the Seed Applied Technology Category Leader, these positions will be responsible for selling, positioning and educating seed applied technology products with U.S. distribution, ag retail channel members, independent seed companies and COI’s. Focus crops are corn and soybean with opportunities in other crops as the portfolio develops. Areas of focus include product positioning and selling to ag retail and seed company management teams, ongoing training and support, portfolio management, product trialing and demonstration efforts, new product launches with technical material support, as well as application knowledge and service. These positions also build key customer relationships to identify new business opportunities and maintain knowledge of market conditions.

[kittybiscuits] 29/11/2023 12:56

Any idea what the seeds are on page 4?

I agree the potential of the technique/technology used in Ecolelux could easily be applied to other seeds and I am aware Corteva saying they are conducting field trials on other types of seeds. No timeline given as far as I am aware though.

[supersonico] 29/11/2023 08:31

Kitty,

Go to corteva.com/products/Ecovelex.html

Then click on the 'download factsheet'

Page 3/4 has a picture of a corn seed on the left and a sunflower seed on the right.

[kittybiscuits] 29/11/2023 08:11

What makes you think Sunflower seed trails are concluded and an RNS is overdue?

[supersonico] 29/11/2023 07:04

Looks to me like were overdue a Ecovelex - Sunflower seed RNS?

[supersonico] 28/11/2023 22:50

Jun 2023 -

'Corteva is also running trials in sunflower crops. If extensive testing meets our rigorous requirements and is considered efficient, we will also extend the label to sunflower crops'.

Igor Teslenko
President EMEA at Corteva

[neutralpov] 28/11/2023 22:46

supersonico waffled:
> I assume

The only safe and sensible assumptions here is that this stock is a piece of excrement and ALL its supporters/apologists are either paid ramping crooks or idiots or both.

Next?

[supersonico] 28/11/2023 22:25

Wey,
I don't recall seeing that post previously.

Also of note is the sunflower seed.

I assume the trials went well.

[alchemy] 28/11/2023 19:36

So are we saying approval is necessary but not sufficient . Is there bottled up demand in California and elsewhere because of the muscle of our partners. And because some products not now legal have left huge requirements?

[gemstar2] 28/11/2023 17:24

Thanks for that very full answer Supersonico

It would seem that Sumiagro did not achieve very much in the way of sales after the French regulatory approval some 8 years ago

[alchemy] 28/11/2023 17:06

I like that , thanks

[alchemy] 28/11/2023 16:38

Offside. It's a sheet from a grown up company.