Eden Research Share Discussion Threads

[investingisatrickygame] 16/10/2017 12:19

So Eden does it for £12 million. Back to your original question. Why no bid interest now with 3AEY proven and "successful"

[supersonico] 16/10/2017 07:41

In many cases, this means growers are looking to crop protection/seed companies for new innovations/products to help manage increasingly aggressive/resistant pests/weeds, he said. “New product development costs, for both seeds and chemicals, are in the range of $300 million to $500 million in development and registration globally,” said DeLisi. “Only the latest companies have the resources and leverage to both finance and then recapture this level of investment in an attempt to ‘stay ahead of the weeds and bugs.’ Mergers were chosen as the path to increased revenues to allow for more research and development expenditures while protecting shareholder value.”

[supersonico] 15/10/2017 22:05

Oct. 13, 2017
European Commission calls for more sustainable use of pesticides in EU

[investingisatrickygame] 15/10/2017 16:43

It doesn't, but David Willets is easily contactable and so I will.

[supersonico] 15/10/2017 16:14

Investing,

Indeed very relevant to our discussion. Interesting that it sounds like a sector issue

Does the article have any other interesting snippets..I'm not a Times Subscriber so the header is all I can View??

[investingisatrickygame] 15/10/2017 15:40

That's the one supersonico. Quite apt I thought given our recent to and fro on here.

[supersonico] 15/10/2017 14:47

IInvesting,

I'm not going near a newsagent today so unable to have a look..other than this..




Can you summarise any other interesting details of article..thanks

[investingisatrickygame] 15/10/2017 13:34

Supersonic,

Read the Times today, business section, page 3 "UK investor biotech ignorance"

[investingisatrickygame] 14/10/2017 15:07

supersonico,

Sipcam appear to be doing a very positive rollout, on that we are agreed. But the results of the same will only be made to shareholders each 6 months through the interims and annual results.

What about the other 11 months of the year? Is every shareholder supposed to sit on dead money? If Shore Capital cannot execute then Powerscourt, an LSE-AIM non-mandatory/regulatory requirement, need to ensure they do execute, for shareholders, in return for their monthly fees from Eden. If not, why employ them?

I think we are broadly on the same path, but probably differ in specific regards to investor relations and what does or does not need doing for/by Eden.

[littlealbatross2] 14/10/2017 14:36

The demise of the old,harmful pesticides will open up a vast market for environmentally friendly bio pesticides like Eden's 3AEY/Mevalone. There will be competition in this market. Supersonico mentioned Botector as a potential competitor in post 2822. Timorex Gold has also been mentioned as a competitor. It is a product of Stockton Group (Israel) who is partnered by big boy Syngenta (Owned by Chemchina). TG is sold in over 30 countries.
I checked with Eden who confirm that TG is something of a competitor to 3AEY/Mevalone and that TG does have approval for some of the same disease targets and crops that Eden is pursuing. Also,that the fact that TG competes with Eden is not of undue concern but Eden does carefully follow TG's registration, marketing and promotion efforts.

[supersonico] 14/10/2017 11:19

It is interesting to look at the number of Face book shares or YouTube watches that Sipcam promotional material gets. Its orders of magnitude more than any Eden promo would achieve. The internet audience, conference attendance, industry events and confidence is there and has been nurtured over many years. They have the ear of the producers and a lot of horses mouths. I expect Eastman and Bayer have similar established audiences and reputation with a advertising budget bigger than Sean Smiths Salary that cost Eden nothing.

Sipcam / Bayer / Eastman / Sumi agro are the Agricultural OEM'S of this world. Only when they start selling Eden tech in quantity will the next level of investors come IMO. We will benefit from being in early or way to early as most of us no doubt acknowledge. This has been the accumulation phase of the investment.

The next wave of investors are more risk averse and want to see growth numbers, so when we have sustainable growing numbers over an above costs they will step in. They follow the money we followed the Farmboy Jam which is always just round the next corner. Same goes for Institutional folk.


However if I were to take your advice and pitch to Investors I would focus on;

Sipcam / Eastman / SumiAgro / Bayer.. Growth Markets
Patented Technology / Trials / approvals / Barriers to entry/ £200m / and other Markets
Trends in global markets for Bio control.
Fungicide resistance and deteriorating Soil health.
Population growth trends and Food inflation.
Pesticide Trends and Public opinion.
Emerging science in relation to growing evidence base that pesticides cause Autoimmune diseases and compromised Gut biome / Harm to farm/land workers from pesticide use / Growing body of science and legal challenges to victims of pesticide damage.
The Green revolutions Carcinogenic time bomb and it's effects on Human/animal/ soil life and the role of Biocontrol in crop protection and Human health.
The big shift in the understanding of microbial connections and it's impact on agriculture markets.
The Incidence of Cancer in all companion animals / Flea and Mite resistance to established treatments.
Strong Management team with established track record with ability to attract industry talent. tbc

................................................................................
Example of Sipcam getting word out ..



From today, June 27, 2016

Meetings will see the presence of important guests to deepen the issues related to the new product.


Sipcam events in Italy for the presentation of 3Logy antibacterial
Next week, the new antibacterial 3LOGY of Sipcam Italia will be presented through a series of events taking place in Sicily, Apulia, Campania and Abruzzo.

Meetings will see the presence of important guests to deepen the issues related to the new product.

Here are the details of the events:
Monday, 27 June at 19.00, Court of the Monks, Contrada Cannarozzo, Canicattì (AG)

Tuesday, June 28th at 19.00 at Locanda Gulfi, Contrada Patrìa, Chiaramonte Gulfi (RG)

Thursday 30 June at 6 pm at Radici Resort, Tenuta Mastroberardino, Contrada Corpo di Cristo, Mirabella Eclano (AV)

Friday 1 July at 19.00 at the Cantina Frentana in Contrada Perazza, 32 in Rocca San Giovanni (CH)

Click here for Invitation Poster.

3LOGY is intelligent born antibotry. Sipcam explains:
Collecting from the collection is the only effective and free from residues
Effective even after a rainy event
It guarantees access to grape and wine markets
New Anti-Resistance Action Mechanism
...................................


......................................

3LOGY on tour;


...............................................
Soil Health;







............................



Pesticides and non-target arthropods: EFSA reviews the science
EFSA has published an opinion on the risk posed by plant protection products to non-target arthropods. The document explains the science that will support the development of a full risk assessment scheme and is based on a review of the current scheme, taking into consideration recent workshops and advances in science. EFSA’s pesticide experts propose specific protection goals which aim to protect important ecosystem services such as food web support, pest control and biodiversity.
EFSA’s Panel on Plant Protection Products and their Residues (PPR) is currently revising its Guidance on Terrestrial Ecotoxicology. The Panel decided to split the task into opinions for separate organism groups, i.e. in-soil organisms, non-target arthropods, amphibians and reptiles, and non-target terrestrial plants. For each of the groups, it will first summarise the science behind the risk assessment and then develop practical guidance on how to perform the risk assessment.

[investingisatrickygame] 14/10/2017 10:17

Well maybe the Chairman in waiting is Bayer's man going forward. Let us hope so.

Some existing shareholders keep selling, so hence pressure on the price in a somewhat thin market. As for education, I think it needs doing regardless of how long people have been invested, You only have to sit round the table with investors to realise people have a different understanding of a whole set of circumstances. That comes across on these and other BB's too, with any stock. This circumstance is always the same.

This "education" will serve its purpose in that way to correct misunderstandings and firm up existing shareholders enthusiasm for Eden. Hopefully, this stops selling at certain price points and may even encourage some new investment from existing holders, where funds permit.

However, I believe it is important to be done and to start the story from the beginning, right up to where we are now. Why? Well there is this huge pool of non-invested investors and they know nothing about Eden, hence they have no motivation or understanding of why they should buy. This is where the power of investor communications which the Company can control as opposed to PR which they and their advisers cannot control, will come into play and reward the Company and its associated share price.

Visuals are always much stronger than the written word. Film and video on the internet is growing at a rapid rate and has done for some while. The board needs to get themselves "in front of investors" in exactly the same way they would do with institutions. Can you imagine Eden delivering the investment case to institutions simply in the form of an RNS? No! They would go there in person, make their presentation, receive and answer questions and sell themselves as the right management team too. Well PI's need the same assurances. Go on film personally, make yourself known to your invested and potential investment audience, make the investment case through telling the story properly and thus you then have people wanting to buy your share price, they buy into you (as a management team) and hey presto, your share price rises. Moreso, those investing will forward that film to friends, family, colleagues and more. It is perfect word of mouth and the story stays consistent and from the horses mouth, without third part interpretation, thus the story stays as fact and as management intended.

[supersonico] 14/10/2017 07:36

Investing,

I imagine current Eden investors have had long enough time to educate themselves on the opportunities ahead. They all have enlarged occipital lobes through years of patient waiting. In that time many have optimistically read MW and I detect many are loyally invested for ethical reasons believing in it's positive ecological potential, so I'm not persuaded the current holders need educating and with Bayer and Eastman now just over the horizon and with Sipcam and Lykele van der Broek on board the picture is looking almost rosey.

It's an interesting paradox that Eden have been able to attract Livingbridge and Sipcam investments along with the high profile and impressively qualified Lykele van der Broek ..So the word is out in industry terms but have not been on the take over list of Bayer or Eastman.


Lykele van der Broek, Chairman designate, commented: "I have watched the commercial progress that Eden has made in recent years and am delighted to be joining the Company and to taking over from Tom in 2018. This is a very exciting period for Eden and I look forward to helping develop the business further."

[investingisatrickygame] 14/10/2017 00:00

supersonico

"So for me the investment case is easy and clear"

For you and me maybe, but investors generally it is not. The primary reason for this in my opinion, is Eden continues to resist introducing and yes, selling Eden to a wider private investor audience. Given all that you mention, they most certainly should be. There is no reason or restriction as to why they cannot. There is little danger of the share price getting ahead of itself if Eden were to embark on such an effort as the share price is so low. So who is giving Eden bad advice in this respect and why are Eden listening? You have to assume it lies at the door of Shore Capital and they are totally detached from Private Investors and do not engage with them. So, they are not the best placed people to advise on the same.

"My question I have is why have Eastman , Bayer , Sipcam , Sumi-agro not bought us out? Eastman and Bayer are serial buyout merchants so why is Eden still independent??"

Good question, but maybe that question could be delayed for another 3-4 months when Bayer is expected to be a customer. I personally don't believe, based on the current share register, that they could resist an unwanted bid or a lowly bid. All the more reason to go on the communication offensive and ensure the Company and its prospects and prospective value is well understood. Thus the price will rise and were a bid to come in it will then be at a higher price.

"Does the licencing of different applications deter a Take over..any thoughts??"

I believe this is a great reason to put in a cheap offer for Eden now, likely accepted by the majority of PI's which would swing the vote. The benefit of these other applications to any would be buyer e.g. Sipcam, is that they could then spin off everything outside of 3AEY and get their original purchase price of Eden back and likely a profit too. In other words whether it were Sipcam, Eastman or Bayer in the scenario you propose, they end up owning outright that part of Eden's business that they require. Relevant personnel and external partnerships then stay in place to maximise the new owners exit on the other patented offerings.

Eden staying below the radar and they are well under the radar in real terms, makes them vulnerable.

Eden going above the radar will increase their market cap (if done properly) and thus protect their perceived value and subsequent value for shareholders.

It will be a crying shame and a farce if a cheap bid comes in and Eden go on the front foot trying to defend the unwanted bid having done nothing to educate and protect shareholders in all the time leading up to that point, including protecting the Company from the same.

[supersonico] 13/10/2017 20:17

What intrigues me is not the investment position as one glance at the 4 pages of RNS since admission shows we have deals with massive players and any one of them has the potential to repay the acquisition costs at this point. We have the wind of public opinion on pesticide harm behind us, and resistance is becoming a big problem in conventional chemical applications that have been used and refined for decades and the resistance cycle is becoming more rapid .

In EU we have the advantage of high barrier to entry and the take over cost would be cheaper than the £200m it takes to register a new product..

So for me the investment case is easy and clear.

My question I have is why have Eastman , Bayer , Sipcam , Sumi-agro not bought us out?
Eastman and Bayer are serial buyout merchants so why is Eden still independent??

Does the licencing of different applications deter a Take over..any thoughts??

[investingisatrickygame] 13/10/2017 17:07

supersonico.

Good if they act immediately and companies like Eden can benefit

Northwick

These advisers are passive and subscription fee collectors. I can't see much changing in that respect. They will likely only react when the PI put momentum behind the share price. The PI will only likely put momentum behind the share price when management explains properly and in detail, Eden and the investment proposition. Clearly this has never been done.

[supersonico] 13/10/2017 17:02

Assumed safety of pesticide use is false, says top government scientist
Damning assessment by one of the UK’s chief scientific advisers says global regulations have ignored the impacts of ‘dosing whole landscapes’ and must change

[northwick] 13/10/2017 10:36

Wonder when Eden will consider appointing another firm of brokers as Shore capital have not justice to Eden and its shareholders. They have brought in new Pr agents, new website - why not new brokers?

[supersonico] 13/10/2017 10:23

Europe invents tomorrow's agriculture

REPORT - How to feed the two billion additional human beings expected in 2050? Combining ancestral know-how, scientific and technological advances, visionary peasants, researchers and European experts are working to invent the agriculture of the future.
We had been flying for several minutes. In the distance, the sun burned a cloudy sky and plunged the surroundings of De Lier into a dark bluish glow between dog and wolf. This Dutch village halfway between The Hague and Rotterdam is only a few kilometers from the beaches of the English Channel, in the town of Westland, famous for its vast greenhouses. Seen from the sky during the day, these squares and rectangles of all sizes intertwine like a puzzle as far as the eye can see and form a second sea of ​​glass and plastic that sparkles under the rays of the sun. But at this late hour, in this vesperal atmosphere, it is a quite different landscape that is taking shape: while the sun is about to disappear on the horizon, some of these immense greenhouses are illuminated by a golden light and illuminate the half-light of their halo

yellowish. A futuristic scene undetectable from the land, which only reveals itself from the air. It is not for the sake of aestheticism that the farmers of De Lier have installed these lights: these lights are there to artificially prolong the days and the seasons and thus make it possible to produce different vegetables, plants and flowers. The tomato, for example, of which Holland, with only 41,000 square kilometers of area, is the largest European exporter. But the Netherlands is not confined to tomatoes: they are also the second biggest exporters of agricultural products in the world, after the United States. And today, the model of this small country, which has become one of the largest granaries in the world, serves as a model to follow, with a strict motto adopted by many Dutch farmers: "Twice the food; Twice the quality; Half the resources "(twice as much food, twice as much quality, half the resources used).
By 2050, we will be more than 10 billion human beings. In France, we will have surpassed 70 million inhabitants (against 67 million today). North America will have more than a billion souls. According to these same projections, by 2100, the planet will see its world population grow by 83 million each ...

[weyweyumfozo] 11/10/2017 13:25

I'm glad to hear that the EU have definitely decided to leave the UK!

[redhill9] 09/10/2017 18:10

JakNife9 Oct '17 - 14:40 - 2825 of 2825 0 1
zero.

Thank you. After reading such detailed, considered, and well researched analysis I shall sell all my Eden shares in the morning.......

[northwick] 09/10/2017 14:38

Share price now below Sipcam's investment. Where next, I wonder