Eden Research Share Discussion Threads

[neutralpov] 14/2/2024 12:01

SAME OLD RAMPING LYING PEDDLED FOR TWENTY-FIVE (25!!!) YEARS!

How stoopid can anyone be to fall for this scam???

[neutralpov] 14/2/2024 12:00

STFU you cheating lying spamming ramping PAID crook, responsible for the destruction of families, divorces, suicides.

No fate for you would be too harsh.

[supersonico] 14/2/2024 11:20

Investing,



On point 1 Ecovelex disparity ..could this be in part a result of Ukraine and Russia coming out of the mix.

8 January 2020 ·; If successful, the agreement will then lead to Corteva being granted exclusive distribution rights in the EU, Russia, Ukraine and Turkey.
.......

On point 2 .. Yes there could be some 'global vs EU + US ambiguity there but we have had nothing formally yet and the deal has not been inked so I can't get to upset by the numbers which are all big and ball park anyway.

[investingisatrickygame] 14/2/2024 09:01

Hi Super,

if you are referring to the podcast US conference, not really. Like AttyG, who can speak for themself, and comment here again if they wish too, I think Eden is likely understating numbers. I will give 2 examples

1) In the US Podcast & slide presentation Alex Abrey sited the Ecovelex opportunity as €35-40 million globally. However, in the 2020 Placing, Subscription and Open Offer RNS, Eden states the Ecovelex opportunity as €40 million from 'European geographies alone. At that point in time it was referred to 'this product' and not named as Ecovelex.

2) In the same presentation, they say the insecticide opportunity has the same €35-40 million opportunity globally. However, on Eden's website they state that the insecticide has a 5%-10% opportunity of an €850 million market from the US and Europe alone Source:

So for me, the numbers and the geographies don't align. Even allowing for addressable markets changing, their is a huge different from 'European geographies alone' and globally. Similarly with the insecticide.

It only serves to confuse understanding of what the opportunity is.

So questions

What is the European Ecovelex maize opportunity?
What is the US Ecovelex maize opportunity?
What is the ROW Ecovelex maize opportunity?

Then to suggest what might be as Corteva has put it in the public domain

What is the European Ecovelex Sunflower opportunity that Corteva is evaluating?
Similarly with the US and the ROW.

It is a case of setting the scene of what might be. No one is going to get excited about.

2023 AGM Presentation

When you look at the numbers on slides 3 & 5 and then look at 'current' € value prospects by product, they are totally disconnected. For me at least, they are.

Might it be better with Mevalone, for instance, to say that the addressable market for fungicides treating grapes (Eden's current primary target for Mevalone) is X and then show Eden's target sales against this. Isn't this a more realistic measure of what Eden is seeking to achieve.

The global biopesticide market may be worth $11 billion by 2027 growing at 15% CAGR as detailed on slide 5, but that has no real world correlation to Eden, their prospects and investor expectations. Eden for a while has been talking global market $billions, but that is not the world we are in.

We recently did a video interview entitled 'global expansion', but we didn't, in my view, excite investors about what that global expansion looks like and why you should invest in Eden. No NDA is going to restrict that story being told. When you IPO, you tell investors why they should place their money in your company. Well for me, that is an ongoing journey of telling investors why they should invest in your company. It doesn't stop post listing.

I think there is a lot for Eden to review about how they woo investors in order to realise the share price they and we believe we deserve.

[supersonico] 14/2/2024 07:59

Investing,

Would you agree that both Smith and Abrey where 'talking Eden's prospects up' on their recent joint presentation ? The projections looked pretty encouraging to me..

[investingisatrickygame] 14/2/2024 07:01

"Only sales/profits will bring the share price up"

I'd have to respectfully disagree. Many a loss making company has seen a dramatic and sustained rise in their share price because the company has talked about the forward prospects and the market has been excited by those prospects. Inevitably they can trade on ridiculous, to you and me, P/E ratios, but they do so because the market is excited by their prospects and believes in them. The market then invests their hard earned $/£/€ and the share price reacts in a positive way.

Ultimately, they do have to achieve what they say, but saying it in a certain way does allow the share price to move upwards. This is usually true of companies with global opportunities and Eden has global opportunities. It matters not whether they operate in a regulated market or not.

Super,

Many companies will be bound by NDA's for all kinds of things. Eden is not unique in this position and it doesn't prevent them talking Eden's prospects up where it is justified. I for one, simply don't believe we have gone to the effort of regulatory approvals post years of trials in what is currently 19 countries for the market to believe that footprint is worth just £30 million. That is a ridiculous valuation for addressing global agricultural problems and when Eden references $billion+ markets with the biopesticide market experiencing 15%+ CAGR.

I choose to believe that Eden's know-how around what they do with terpenes is worth more than £30 million alone. To quote our chairman " I am used to seeing one molecule do one thing in my career, but with Eden, one molecule can do many things".



Member of the Board of Management of Bayer Cropscience

Head of Bayer Cropscience Bioscience division

You don't hold such (relevant to Eden) career positions, make a statement such as that and based on such long-term insight and believe your company is worth just £30 million. The share price is completely and utterly disconnected from where it should be and the company needs to do something about it. Cavendish needs to help them too. Hawthorn needs to try harder.

[money never sleeps] 13/2/2024 18:50

Sortudo78 - the marketing effort ..... it's not in their remit, is it?

[sortudo7] 13/2/2024 18:18

Only sales/profits will bring the share price up, that's the bottom line. Are Eden's Marketing/Sales Team doing their job properly? If so, who's not? A winner team have the right professionals in each positions. Quite often the performance and results will reflect that.

[money never sleeps] 13/2/2024 17:56

Neuts is definitely wrong. I am myself and no-one else. I post here because I am interested in discussing Eden, as an investment. Neuts seems to want the opposite.

Genuinely, the question here is whether Eden has turned a corner. It has finally reported on yoy increasing revenues. In the normal investment world outside this board, that is generally considered to be a good thing - which is why the share price is relatively stable at the current 5-6p level. It will go higher if the trend continues - or maybe sooner, if one of the pipeline events occurs to wake up the market. And with cash in the bank too, we are all just in (possibly medium to long term) 'wait and see' mode.

That's it. Not an exciting investment, but potentially a good one.

Neuts, on the other hand, has a lot of explaining to do.

[kittybiscuits] 13/2/2024 17:18

And it’s 40 now? Two weeks ago it was 25, last week 30 and now 40?!? Hah hah hah

[kittybiscuits] 13/2/2024 17:18

Exactly who is it you are going to put away for 15 years you bloody idiot??!!

[neutralpov] 13/2/2024 17:03

REPEAT WARNING TO POTENTIAL INVESTORS

All the above noise, posts from myself, ravenna23, chrischas and erinvale excepted, are generated by just two people each with multiple IDs/sockpuppets -

* A lying trapped bull who having ruined himself and his loved ones wants desperately to engineer a sufficient updraft in the share price to enable him to claw back some of his enormous accumulated losses and flee

* A lying paid ramper - a right stinkos who I shall see put away for 15 years.

Filthy and disgusting, both of them (or all 40 of them, counting the avatars instead).

RUN, friend. Legit outfits don't need this level of "reputation management', which is what these boiler-room scummers call it.

[money never sleeps] 13/2/2024 16:19

What's the post-script on AgraQuest?

Bayer paid the princely sum of $425m for a biological control company with aims not so dissimilar to Eden. That created some internal tension between the R&D folk and sales team at Bayer. The battle did not play out so well for the staff pushing the wholesome green tech agenda. Was that always the destiny, or a cynical company ploy...?

That was 2012. Is the world different now? Could it happen again? A buy out of Eden only for its product to sit on the shelf, its IP effectively ignored or discarded? Unlikely IMO.

Eden would be an obvious buy out proposition by one of its partners - for altogether positive reasons - IF it gains continuing upward traction in sales. Before that happens, it is much less likely IMO but I would sorely like to be wrong about that.

[investingisatrickygame] 13/2/2024 15:49

I expect Eden will get taken out 'in short order' IF the share price continues to languish.

They'll have 4 products of global appeal

Self-proclaimed label extensions will occur

Self-proclaimed increased regulatory submissions will occur

Green/organic, quicker to approve than pesticides, cheaper to deliver than pesticides, effective as pesticides, micro-plastics free, controlled release enabling a big AG company to clean up their act, improve relationships with farmers and regulators, satisfy those who lobby against them, increase revenues, deliver revenues quicker and benefit from Eden's exceptional know-how on Terpenes.

NOTE: Cavendish has set a price target of 20p. That should increase substantially on announcement of the insecticide so it could signal the beginning of the next chapter for me. Who will show an interest in Eden and action that interest!!!!

[money never sleeps] 13/2/2024 15:19

Unexciting share price because the timelines are long - 20.... 25.... 30 years!!! I believe Neuts does have a point here, I just don't much care for his mode of expression. He is also clearly a big tease who enjoys the wind up.

No upward momentum to the share price because 20/25/30 years spent waiting for crops to grow and for EU pen pushers to wake up. Profits growing (good), but growing slowly (not so good).

The lobbying power of the big agro-chem companies is always an issue. In terms of the fight against plastic waste, people-power has forced through changes more rapidly than it has so far in this sector. That makes no real sense. Could it be because the anti-pesticide lobby is dealing with bigger and more powerful opponents....?

That mood is changing though, I sense. The world now is very different to what it was even 5 years ago.

[kittybiscuits] 13/2/2024 14:55

Investing, trust has to earned, but Eden need to show products have been brought. Sales are NOW improving year on year, but they are still tiny amounts realistically. A full year of Ecovelux (once fully approved) and a good year or two of Insecticide and I expect you’ll see the value you seek.

Eden can talk at seminars and presentations all they want, but people won’t believe them until they can evidence the products are being sold.

[investingisatrickygame] 13/2/2024 14:32

"Because confidence has to be earned."

Absolutely, trust is everything. Eden has had the time to do that post the reminders you detail. I just don't think they have created investment appetite.

[supersonico] 13/2/2024 14:11

Maybe..

Because 'Back-too-School' TT
Because 'in-Short-Order' Lykele
Because 'in-the-coming' Eden

Because confidence has to be earned.

[investingisatrickygame] 13/2/2024 14:03

We've eliminated the question around cash; do we have enough: Answer is yes

We have a commercial sales(s) to Corteva for Ecovelex which has a value in Europe alone of up to €40 million (when full regulatory approval is granted)

We have US approvals to sell both Cedroz and Mevalone, including California and the huge significance of that state for Grapes.

We are on the cusp of our biggest deal with our insecticide.

And yet we are 5.6p.

That makes no sense, to me at least. The current valuation of Eden as assessed by MCap is ridiculous. Investors are not buying in at the moment! And before anyone say's it, we don't need to be making profits to be valued SO much higher. What we need is visibility to big sales through 'global expansion'.

So the question is, 5.6p, Why?

[neutralpov] 13/2/2024 11:51

All this company produces is BS RNSs and vapourware promises in "presentations" (LOL), *NOT SALES*.

Nearly THIRTY YEARS in operation but NO EFFIN' PROFITS AT ALL, consequently not a bean paid out in divvies, but plenty of dilutions.

However.... plenty of ££££ for the pigs with their snouts at the trough.

The imbecility of some "investors" is impossible to fathom, ravenna? Is it their greed that so blinds them?

[neutralpov] 13/2/2024 11:48

WARNING TO POTENTIAL INVESTORS

All the above noise, posts from myself, ravenna23, chrischas and erinvale excepted, are generated by just two people each with multiple IDs/sockpuppets -

* A lying trapped bull who having ruined himself and his loved ones wants desperately to engineer a sufficient updraft in the share price to enable him to claw back some of his enormous accumulated losses and flee

* A lying paid ramper - a right stinkos who I shall see put away for 15 years.

Filthy and disgusting, both of them (or all 40 of them, counting the avatars instead).

RUN, friend. Legit outfits don't need this level of "reputation management', which is what these boiler-room scammers call it.

[supersonico] 13/2/2024 11:34

Feb is traditionally quite for Eden announcements but at least Smith gets to practice his public speaking;

Eden Research plc reposted
ShareSocUK @ShareSocUK

Join us at the ShareSoc Growth Company #Seminar in London on 28/2/24. Register here: [...] Companies presenting: Itaconix PLC ($ITX), Quartix Technologies plc ($QTX), Bioventix plc ($BVXP) and Eden Research PLC ($EDEN) #investment #shares

[alchemy] 13/2/2024 10:39

Investing Didn't see your post I'll mull it over Good that one or two here are collegial Lemon and sugar or Tate and Lyle on that pancake ?