Eden Research Share Discussion Threads

[attyg] 23/7/2017 10:58

More great links supersonica.
Sadly only ~71 and ~767 views - take away the eden shareholders and Sipcam's own people, then I guess we can't say it has gone viral!
Still, Sipcam clearly getting their PR machine on the case and we must assume they are promoting elsewehere with more success - not sure many farmers go onto youtube! One can get the sense that sipcam are really behind 3AEY and Eden.
Great stuff.

Nice to see lots of rain from this evening for the next 48 hours in champagne.
Come on botrytis spores, come out come out wherever you are.

[supersonico] 23/7/2017 05:58

Investingisatrickygame

My impression from looking at the videos I've posted and others is that much of the promotion and publicity (sipcam and others) concentrates on the qualities and strengths of the product and their is a diplomatic amnesty when it comes to public a/b comparisons.

[investingisatrickygame] 22/7/2017 23:56

supersonico,

If only Eden would shout about the competitive advantage of investing in Eden in the same way that Sipcam and Sumi-Agro are shouting about using 3AEY to their farmers and growers.

Clearly, there is an intent from both to let buyers know why they should use 3AEY.

What are the reasons we should all (and others) invest in Eden and why does Eden not have the same proactive enthusiasm to promote the same?!

[supersonico] 22/7/2017 19:08

Thanks AttyG.

Another Sipcam Video dedicated to 3LOGY:



The above video edited into the following Agri informa Sipcam Italia under the heading Agro-Future..
3LOGY bit starts at 7min.

[attyg] 22/7/2017 18:25

hxxps://maptiles.accuweather.com/base/gray/10/523_350.png

Mind you, they are experiencing rain now!

[attyg] 22/7/2017 18:23

Great links Supersonico.
Sadly the champagne link suggests the need for 3AEY may not be high in the champagne region, though of course many may still spray as insurance.

Cheers

[supersonico] 22/7/2017 15:00

The vintage of champagne will be one of the five earliest ever observed. In France there is a wind of optimism linked to the election of Emmanuel Macron, and the profession expects a rebound in the market.


The fear triggered in April by frost in the vineyards of champagne is soaring. Not only will there be no trace of the 23% destruction of buds but the harvest promises to be exceptional. As paradoxical as it is, the clusters saved are bigger than they would have been under normal climatic conditions, says the interprofession

As a result, and even if we can not rule out a last meteorological disaster in August, the Champagne sector estimates that it can count on "a record turnover in 2017". The harvest, which will be one of the five earliest ever observed, should start at the end of August, with ten days ahead of the previous one. It will be of high quality because of the heat that has prevailed for two months in the region, without treatment against powdery mildew and mildew, which appear with moisture.

International orders up sharply
The harvest will be abundant due to the unusual yield of 10,300 kilos / hectare, increased by 500 kilos of reserve wines to meet international orders (+ 18% outside Europe, + 9% with Europe). The United States, Japan, Australia and the Greater China-Taiwan region are demanding. Last year, 1,100 kg / hectare had to be drawn from reserve wines to achieve an equivalent yield.

The total demand of the king of wines rose by almost 3% in the first half. In France, there is a wind of optimism linked to the election of Emmanuel Macron estimate the Champenois, who expect a rebound in the market. The decline in hexagonal orders (-3.2%) in the first half of the year is due to slump at the end of 2016. The distribution still has stocks, but the influx of tourists and the improvement in morale analyzed by the houses Of champagne should do their work on consumption. The French remain the first customers of champagne: the national market absorbed 51.5% of the volumes marketed in 2016 (44% of the value). The remainder was distributed in one quarter in Europe and 23% outside the EU.

[supersonico] 22/7/2017 14:55

© Cheick Saidou / Min.agri fr

"I would like to thank you all for having responded to the invitation of the Government today and to have thus brought your views, your testimonies, your concerns and even, already, your tracks of work and Your presence is a strong signal to all of us, and our common ambition is also being strengthened for these States-General.

The objective of this day was to join together in the collective reflection that will progress over the next five months and which will have to come up with axes of progress which will be declared in as many concrete actions.
The diversity and richness of the speeches make me think that the objective of this launching time is reached; Because you were all there, representatives of all the links in the chain, from farmers to consumers, from the smallest to the largest, and everyone in his sensitivity was able to express what he had to say, and I think it was important To underline it.
I should like to pay particular tribute to Mr Plewa, Director-General for Agriculture of the European Commission, for his statement, which has confirmed the usefulness of the approach adopted by the States General, which is part of the thinking at European level. And I make the junction with the words of Jean Arthuis, and I want to reassure him. Neither do I want a CAP that is reduced to an accounting or notarial view. I want an ambitious CAP for our country, a CAP for the professionals, a CAP for the sectors, a CAP for farmers.


Many interventions have affirmed a willingness to take up the challenge, without taboo, by rubbing against realities, those who do not think like you. The speech was free, a little rough sometimes because the demands are great and the expectations, obviously, immense. Between the anxiety of those who see both the unacceptable weakness of the incomes of many farmers, and those who would be tempted by a form of pessimism, those who seem to expect everything from politics, those who demand short term when others fear The lack of long-term vision, I want to tell everyone that I trust you and our collective action.
Our discussions today highlighted a number of issues and topics to be addressed, from farmers' income to food waste, from health security to the structuring of sectors, from environmental issues to the promotion of Good consumption patterns.

The first levers of action emerge. Thus, modernization, investment, training, research and innovation. Around these stakes, because it is from this common tension that this desire to move forward was born, we will try to bring together the compromises useful for the future in the short, medium and long term. Who can imagine that compromises made in several months of work between actors can not be translated into reality? For the benefit of the producers, to the benefit of the consumers, to the benefit of an access of all to an ever more healthy, sustainable and innovative food?

It is now up to us to deepen the identified elements of questioning, to enrich them in the framework of the workshops which will take place from the end of August, regional days and the citizen debate on the consultation platform public.
As you know, as we said this afternoon, Nicolas Hulot recalled, the President of the Republic had planned to come to close this day. He was detained by his trip to Istres and told us that he would take part, that he would take part in the General Assembly of Food, was one of his commitments, and he Will be made at the time of the caesura between the first project and the second project on healthy, sustainable and accessible food for all.
As you know, he grants much importance to these States-General, their approach and the rapid operation of the workshops.
We must move quickly.
In the next few days, we will have the list of workshop chairmen and we will start with the preparatory work. And we have, and this is an opportunity, many candidates to preside over all the workshops. Those who could think, because there are always ghastly spirits that there would be only one candidate, and even that we might have had difficulty finding the candidates to preside over these workshops, and I tell them that We have a choice, and it will sometimes be difficult to do. Perhaps there will be disappointments in not being able to chair a workshop, but I am counting on those who might be disappointed to come and contribute to these workshops.

I tell you right now that everyone can bring their point of view to the workshops. Every point of view, every analysis, every proposition counts. The debate is open. The end is not written before we start. It is a commitment that I take before you.

Do not hesitate to make your contributions known, using the public consultation platform. I can already give you this information: already 3,600 visitors, 450 contributions in a day and 100 new proposals have emerged on the platform and I believe that it will enrich each of the proposals as we Going forward at these States General.

As you can see, the Government and all the ministers are absolutely resolute and ambitious for French food and for all sectors. We invite you to be also in the exchange, listening and co-construction of ways of progress. Let us together play the bet of audacity. Neither am I of the kind optimistic bliss, but I know that with Nicolas Hulot, with the other members of the government we share the optimism of the will.
Let us together play the bet of audacity and carry the optimism of the will. "

Wine numbers.

[investingisatrickygame] 22/7/2017 14:32

Supersonico

I agree, but I think that is a scenario that is more relevant today than say, a year ago. What surprses me most of all is that Bayer bring this new product to market, likely knowing full well due to their relationship with Eden that Eden has a better solution. Now Eden cannot stop that happening, but surely they sold the case to Bayer and assuming they did which seems a fair assumption, why might Bayer have rejected the same?

As you say, a major could buy Eden in its entirety for the capital cost of bringing one new product to market, let alone the additional cost of lost product sales over the same period of R and D. Even with Sipcam on board, that would be a difficult bid to resist and formerly reject.

However, for less cost, a major could simply buy one product line outright, e.g. 3AEY, from Eden and negotiate ongoing development and improvement product costs for a period of time and for a lesser fee than the Company as a whole. This process could be repeated at Eden many times over.

If someone were both sensible and interested, that would take out Eden for less than the potential sum of its parts, keep every related party in place and commercialise the sales of the other developments over time, thus earning from both product sales and outright sales.

When Bayer finally concludes its assessment and is ready to contract, it could easily purchase Eden outright if they so chose and then earn from Eastman, Sipcam and Sumi-Agro or/and seek to hive them off.

[supersonico] 22/7/2017 14:06

Investingisatrickygame

Yes a competitor for sure but one who's new product has MRL issues which effects how close to harvest spraying can be done so can mean an earlier than optimal harvest due to MRL concerns. Eden tech has none of these issues as described in the BBC R4 piece where the farmer described his fruit (Grapes) as being 20% juicier and one might presume sweeter.

Bayer's offering will no doubt will experience some form of Fungicide resistance which may mean using in conjunction with other fungicides.

It also speaks volumes to me that they are still bringing to market what could be considered as legacy technology albeit more refined than earlier versions to meet higher standards.

The fact that for a giant like Bayer this is their most current technology speaks volumes to me about the competitive advantage EDEN tech has.

For the life of me the more I look at Edens market competitors I cannot understand why these giants have not bought out EDEN when one single product would have cost more to develop than buying EDEN lock stock and IP Barrel..

Eden own research back in 2007/8 shows how their Tech out performs Scala:


a Bayer product.



So Bayer invest in new technology with all the usual limitations instead of buying EDEN IP.????.

Did Bayer fall for the Fraudy 'fraudulent Technology' lie and pull back from a take over bid ..is Fraudy our saviour after all???

What am I missing here.

All imo

[investingisatrickygame] 22/7/2017 13:27

I assume that would be a competitor to any offering we provide as our publicly declared relationship with Bayer is around animal healthcare or have I missed something?

Whether our co-encapsulation process in due course would have a part to play, who knows.

[supersonico] 22/7/2017 10:47

Sipcam - viticoltura #Enovitis in campo 2017 featuring 3logy

[supersonico] 22/7/2017 08:23

Bayer's new offering for strawberries etal .. Luna Sensation..

Some interesting commentary on MRL's which demonstrate how disruptive EDEN tech is especially as it shows no Resistance characteristics to boot..

(video in here)





The launch this spring of a new strawberry fungicide, Luna Sensation from Bayer, will help towards the war on waste as it offers significantly better control of the fungi which cause disease problems in strawberries, according to the company.

Food waste occurs in the field, in the supply chain and in the home, and this waste has been estimated to add up to a staggering annual figure of 12 million tonnes. As part of the response to this, UK multiple retailers have pledged to cut food waste by 20 per cent by 2025 by signing the voluntary Courtauld 2025 agreement. And Bayer believes Luna Sensation will have an important role to play as it protects strawberries from disease not just in the field, but on the shelf too.

Speaking at the launch, Bayer’s fruit specialist Peter Newman said: “This is quite an event in our industry these days, and very welcome, to have a new fungicide for protected strawberries, a crop still growing in importance. The loss of plant protection products has brought more challenges to growers with the trend towards using everbearers to extend the season into the autumn and problems with humid conditions in plastic tunnels”.

Bayer campaign manager for horticulture, Tim Lacey, explained that the product’s enhancement of marketable yield comes largely from control of powdery mildew – which principally infects leaves – and extension of shelf life comes largely from activity against botrytis and soft rots – which principally affect fruit.

“In disease control trials Luna Sensation has shown significantly better control of powdery mildew than the established standard fungicide. It has also shown consistently stronger performance against botrytis than the previous standards as well as useful reductions in post-harvest soft rots.”

Plant pathologist Angela Berrie reported some encouraging results from a series of fruit rot trials at NIAB EMR. She pointed out that soft rots on ripe strawberries are caused by Mucor/Rhizopus (pin mould). Spores from soil or crop debris infect damaged fruit in warm, wet conditions and rot rapidly develops to fruit collapse within 24 hours. Mucor can grow as well at zero centigrade as at high temperatures.

These fungi can cause significant losses especially after harvest and are not so well controlled by fungicides. Also, although grey mould (botrytis) is generally well controlled by fungicides applied from flowering, and by cool chain management of fruit post-harvest, there is a need for a range of products as this fungus readily develops resistance to fungicides if not properly managed.

In two years of trials at East Malling Research, which included post-harvest assessments of individual strawberries, an experimental programme of five sprays of Luna Sensation gave the best control of botrytis and greatest reduction in soft rots.


Dr Stephen Humphreys, Bayer’s food chain manager, emphasised that "the huge focus on reducing waste" meant that the launch of Luna Sensation was not just good news for growers wanting to reduce losses of fruit in the field, but spread throughout the food chain. A video showing three punnets of strawberries filmed over four and half days at ambient temperature shows that while the berries left untreated or with a standard fungicide programme deteriorated with rots over the time line, the Luna Sensation berries were still visually unaffected by rots until the end.

Like all crop protection companies Bayer faces lengthy phases of development and high costs to bring new chemistry to the market. This includes residue data to support registration within the EU but on top of this under the MiniMizer initiative, Bayer does additional trials with a food chain focus.

These are normally done following registration of a new product with commercial growers using commercial application equipment and to look at residue levels in typical use. However, Humphreys reported that even before Luna Sensation was approved Bayer was generating additional data looking at residues from positioning the two applications of the product in different parts of the spray program.

“The good news is the data showed that in those cases where a residue was detected it was only a fraction of the MRLs for the active substances in Luna Sensation: fluopyram 2mg/kg, trifloxystrobin 1mg/kg. Following the approval for Luna Sensation, Bayer will be working this season with a number of commercial growers to generate additional data for their MiniMizer initiative.”
.........................................................................................................................................................

Bayer Minimizer initiative;



'The project has deliberately focused on reducing or minimising residues rather than seeking to achieve 'zero' residues or residue-free produce. Whilst the latter may sound attractive, it is not always possible to achieve if, for example, crops are attacked by late season pests or diseases that could threaten crop quality, or even result in significant crop losses, if left untreated.'

Courtauld Commitment





With many Big supermarkets on this signatories list I wonder what impact it will have on the Flower Market as well as Fruit and Veg etc? Another trend that enhances Eden tech commercial opportunities imo.

[supersonico] 21/7/2017 13:25

Sumi-agro France Tweet



Prophylactic measures against botrytis
To reduce the risk of developing Botrytis or gray mold, prophylactic measures are essential. They will mainly consist in aerating the clusters by green work, reducing the vigor of the vine and limiting the entrance doors of the mushroom in the berries.
Trellising
At the beginning of summer, tying up is still the order of the day. It consists of separating the twigs between them and raising them upwards by threads and staples. This will prevent the leaves from being placed on top of each other, in order to capture the maximum sunlight (better photosynthesis) and benefit from better aeration, unfavorable to the development of Botrytis. This operation is essential especially in cases of high density of plantation and is typical of the northern vineyards (example: vine champenoise). The passage of gear between rows of vines is also facilitated. This allows a reduction in the number of injuries caused and consequently fewer entrance doors for the mushroom and an optimized processing surface for the leaves and bunches.

Trimming
Trimming, another prophylactic measure of interest for the fight against Botrytis, is then to be carried out until the harvest. This summer size consists of cutting the tips of the growing branches in order to form a regular hedge. The operation takes place in 2 to 4 passages and makes it possible to improve the sunlight and the aeration of the bunches by reducing the shade carried from one row to the other.
stripping
Subsequently, at the mid-veraison stage, leaf stripping, consisting of removing leaves near clusters, is recommended against Botrytis. This allows better aeration of the clusters and greater sunshine. The leaf removal operation is generally carried out at the veraison stage. However, according to the IFV test results, early thinning (fine-flowering / beginning of fruit set) should be preferred to reduce the risk of Botrytis most effectively, limiting the risk of scalding by progressively exposing the clusters to The sunshine but also to obtain a better polyphenolic potential.

Treatments
Prophylactic measures against gray mold are indispensable but not self-sufficient (fragmented history, special pressure, injuries allowing the fungus to develop ...). In parallel, Sumi Agro proposes Mevalone, a new anti-botrytis effective biocontrol type consisting of 3 microencapsulated terpenes and usable in substitution of a conventional treatment with a very short DAR (3 days on wine grape). No resistance to these naturally occurring terpenes has been discovered to date (Source FRAC). Mevalone is free from a maximum residue limit and neutral with respect to the winemaking process. This biocontrol product perfectly controls the production and export of French wine.

[redhill9] 21/7/2017 11:56

Brucie5, Again fair comment.

You are right of course that companies in Eden's situation of looking on the verge of success can come unstuck but in my opinion that risk is more than contained within the share price There is so much obvious potential over the next year or so, with the previous risk of cash shortage seemingly eliminated by the Sipcam arrangement, that to me the risk/reward at the current market value is extremely attractive. Once earnings start to grow I think they will do so quickly with a high percentage falling straight through to profit.

[brucie5] 21/7/2017 11:11

Redhill, thank you, I was just a bit unnerved by the speed with which supersonico, bless him, decided to put me down as a conspirator. There are many boards where this happens, and often they turn into 'bulls only' vs. 'mainly bears' to the detriment of the discussion. I really like the story here, from almost every angle, and can see why Mike Walters and others have been a long time follower. Frequently, and in the absence of profits, shares like this do come unstuck; but occasionally, they go on, through fire and ice, to fulfil the dreams of those who first believed in them. OXB and IQE are two of those just now; NANO looks like it could be over the next 12 months; and with EDEN I believe the jigsaw is coming together with the SIPCAM deal, Eastman, Bayer product launch (still to come) and the time it's taken to get the various market permissions to sell its terpene formula into its major markets.

But timing is always important. I've added slightly to my holding this morning, and intend to do so again, while it waits out this market bottom. It could be a while, but so long as the news is good from here on, I think it's a great time to accumulate on a 6-12 month view. The market can also be prospective, and if the newsflow confirms the positive picture, a rise is value is to be expected, even ahead of that expected rise in earnings. Imo, of course, DYOR.

B5.

[tanners] 21/7/2017 10:37

redhill 9 - I was just trying to be brief, without getting bogged down in too much detail, but it's fair to say you've got a slightly different take than me.

I always taken the view that I like to hear all from any side of an argument so never filter anyone, but try and avoid personal spats.

BTW were you once Redhill as I'm sure I've conversed years ago with that poster?

[redhill9] 21/7/2017 09:48

Brucie5, no paranoia or problem with legitimate questions - as I've written on here previously, I had my own concerns about the TT deal until I investigated and satisfied myself there was no problem - but I do find myself getting weary of the same old subject being repeatedly raised when it's already been answered.

And it seems when one questioning poster disappears another arrives.

[brucie5] 21/7/2017 09:18

Thanks Tanners. There seems to be some paranoia here around legitimate questions, which is a shame.

[tanners] 21/7/2017 09:13

Yeah, that's right - a new alias who's been on ADVFN for 15 years.

Agree that Sipcam is the potential game changer so let's see how this translates into revenues.

[supersonico] 20/7/2017 18:47

[OIV] Global viticulture situation: trends and trends 2016
.
On 11 April, the OIV, the International Organization of Vine and Wine, presented its annual economic report. Worldwide vineyard size, production, consumption, exports / imports ... the note draws the outlines of the world wine market in 2016. A year marked by difficult climatic conditions in many wine-producing countries, impacting production but also consumption that Is on the rise in China and a drop in consumption in Europe which pause.
Dimensions
The world vineyard area in 2016 would be equivalent to that of 2015 (1000 ha) and reach 7.5 million hectares in 2016.
50% of the world vineyard is still represented by the following five countries:
Spain: 975 mha or 13% of the world vineyard
China: 847 mha (11%)
France: 785 mha (11%)
Italy: 690 mha (9%)
Turkey: 480 mha (6%)

To remember :
These countries and the ranking are the same as in previous years.
In Europe, France and Spain, as well as Romania and Germany, are stabilizing. In 2016, the Italian vineyard is the same size as it had in 2014, while the Portuguese and Greek vineyards continue to decline.
Outside Europe, China's total wine-growing area continues to increase (+ 17 mha between 2015 and 2016), which is still the main pole of growth in the world vineyard. Conversely, the vineyard in Turkey continues to decline (- 17 mha) between 2015 and 2016, while the American continent and Oceania do not record significant variations in the size of their vineyards.

Production

World wine production decreases in 2016 from 274.4 million hectoliters in 2015 to 267 million in 2016, a decrease of 3%.
The top five producing countries remain the same:
Italy: 50.9 miohl
France: 43.5 miohl
Spain: 39.3 miohl
United States: 23.9 miohl
Australia: 13 miohl


Overall, 2016 was marked by difficult climatic conditions that affected production in different countries.
European production is down by 2.5% compared to 2015 and amounts to 162 miohl. On the one hand, Italy and Spain have above-average levels of production. At the same time, France, Portugal and Hungary recorded significant declines (respectively - 7%, - 15% and - 38%).
Outside Europe, the situation is also mixed. While the United States recorded a very high level of wine production in 2016 (23.9 miohl), wine production in South America all declined under the influence of El Niño. South Africa also saw its production fall in 2016 (-6%) due to the drought, while Australia and New Zealand saw it increase (+ 9.4% and + 34%!).

Consumption
World wine consumption is estimated at 242 million hl in 2016, a slight increase compared to 2015 (+0.9 million hl).
The top five wine-consuming countries remain the same as in previous years:
United States: 13%
France: 11%
Italy: 9%
Germany: 8%
China: 7%

To remember :

Since the 2008 crisis, wine consumption has stabilized at around 242 miohl.
The top five consuming countries consume almost half of the world's wine (48%).
The United States continues to increase its consumption (31.8 miohl) in 2016, confirming their position as the world's leading consumer of wine since 2011.
In Europe, the drop in wine consumption is pauseing. It is virtually stable in France (27 miohl), Germany (20.2 miohl), Spain (9.9 miohl) and Portugal (4.8 miohl). Italy, for its part, saw its consumption increase significantly for the second consecutive year (+ 5%), reaching 22.5 million hl. The same applies to the United Kingdom, which will reach 13 million hl in 2016.
In the rest of the world, China is seeing its wine consumption rise again in 2016, exceeding 17 million hl and returning to its level of 2012. Consumption in Oceania is also rising again after a slight decline in 2015 (6.3 miohl), while consumption in South Africa continued to increase (+ 3%). Finally, the situation is mixed in South America: on the one hand, consumption is down in Argentina and Brazil (8% and 12% respectively); On the other, Chile recorded a 5% increase in consumption, after a sharp decline between 2014 and 2015.

International exchanges
World wine trade declined slightly in volume in 2016 (-1.2%), reaching 104 million hl, but is better valued, reaching 28.9 billion euros (+ 2% To 2015).

Exports

In volume :
Spain: 22.9 miohl
Italy: 20.6 miohl
France: 14.1 miohl
Chile: 9.1 miohl
Australia: 7.5 miohl

Value :

France: € 8232 million
Italy: € 5582 million
Spain: € 2649 million
Chile: € 1668 million
Australia: € 1543 million
By product type:
Bottled wine: 54% by volume / 72% by value
Wine in bulk and container of more than 2 liters: 38% by volume / 10% by value
Sparkling wine: 8% in volume / 18% in value

To remember :
World wine trade is still largely dominated by the Spain / Italy / France trio, which alone accounts for 55% of the world market in terms of volume (57.5 million hl) and 56.9% of exports in terms of value (16, € 5 billion).
In terms of volume, Spain remains the leading exporter with 22.9 million hl, or 22% of the world market. In terms of value, France and Italy dominate the market with 28.5% and 19% respectively.
Over the medium term, these developments show a relative stabilization of the world market in terms of volume since 2011, while the growth of the world market in terms of value continues.
By type of product, we observe: a stabilization of bottled wines in volume for four years accompanied by a continuous increase in unit value; A slight decrease in bulk wines by volume in 2016, after several years of increase, but an increase in their unit value; A continuous progression for sparkling wines, both in volume and value.

Imports:

In volume :
Germany: 14.5 miohl
United Kingdom: 13.5 miohl
United States: 11.2 miohl
France: 7.9 miohl
China: 6.4 miohl
Value :
United States: € 5016 million
United Kingdom: € 3498 million
Germany: € 2450 million
China: € 2143 million
Canada: € 1604 million

To Remember.
Imports of wine in volume terms in 2016 rose slightly, pulled up by the top 10 importing countries, which account for 69% of world imports.
The top five importing countries account for more than 50% of world imports in value terms. Germany and the United States continue to dominate imports, in terms of volume and value, respectively.
China recorded a further significant increase in volume imports (+ 45% in 2015).