Eden Research Share Discussion Threads

[supersonico] 20/3/2018 15:40

Oh Good Fraudyboy, thanks.. that's an improvement on your last prediction of 0p by end of 2017 and your comedy 'How wrong could I get it'.. stock market crash..LOL

Such insight..your truly gifted..

Were lucky to have you around for help with the numbers.

[investingisatrickygame] 20/3/2018 15:39

JakNife

In terms of quantity of products sold last year was the first year, as you know. Sales were only for Mevalone and ARAW (same thing).

When you talk about next year (2018) you must allow for increased territories and penetration of existing territories for Mevalone as well as associated licence extensions

Bayer - Likely

"Eden's partner for animal health applications in North America, Bayer Animal Health ("Bayer"), continues to make steady progress with the four products that it is intending to commercialise: a shampoo, a conditioner, a spray and an otic flush. These products are regarded by Bayer as an important element of their strategy to diversify their product offering and incorporate new, sustainable actives. A significant amount of work, including in vitro and in vivo studies, has been undertaken. It is expected that sales will commence in 2018. Eden remains confident that the products, once commercialised, will command a strong market share in the large North American market for companion animal health products"

Terpene Tech - Possible

"Further applications of Eden's technology remain in the development stage. However, TerpeneTech reports good progress with the development of its underarm deodorant product. This product will be marketed as a natural human deodorant product with superior, long-lasting performance derived, in part, from the use of Eden's microencapsulation system. There are currently advanced-stage discussions with potential commercial partners, and, assuming success with these, TerpeneTech anticipates product launches toward the end of 2018."

AND as and when institutions and analysts take Eden seriously, if they do, they will also be looking to Cedroz sales in 2019 and beyond.

This is without the commercial development and sales of anything else in this timeframe.

[supersonico] 20/3/2018 14:49

Eden Research narrows losses on massive revenue gains

[bjlk] 20/3/2018 10:13

I want to reiterate that I'm still excited by the tech/product......

[bjlk] 20/3/2018 10:11

What a brilliant summary investingisatrickygame, maybe powerscourt and Eden are listening??Want to take over as head of strategy??

[weyweyumfozo] 20/3/2018 09:42

A few snippets from the Results:

"Towards the end of 2019, we expect to see the launch of Cedroz which should have an immediate, positive impact on revenue with a market opportunity which is potentially far greater even than that of Mevalone."

Head lice treatment product - "The process for regulatory clearances in both the US and the EU should now complete within the first half of 2018 enabling product sales in both regions during the second half of 2018."

Underarm deodorant product - "TerpeneTech anticipates product launches toward the end of 2018."

"Eden's partner for animal health applications in North America, Bayer Animal Health ("Bayer"), continues to make steady progress with the four products that it is intending to commercialise: a shampoo, a conditioner, a spray and an otic flush. ........................ It is expected that sales will commence in 2018. Eden remains confident that the products, once commercialised, will command a strong market share in the large North American market for companion animal health products."

[investingisatrickygame] 20/3/2018 09:36

Super

"Shifted gears" and the share price is going backwards

"The engine of future growth"

"We are accelerating our collaborative work to fully demonstrate the value of our encapsulation technology"

Explain these three in full and you get share price appreciation.


The Company statements made today are fine. To be fair they are very positive. But, I will continue to argue about who is listening.

1) Existing shareholders that are enthusiastic about Eden....Yes
2) Existing shareholders that have lost patience with the Company and enthusiasm for the share price.....no

What about all those potential investors who do not know about Eden and need it explained to them to be encouraged to make an investment......no


These statements come in the context of regulatory financial PR via RNS. The broader non-invested market do not see these statements. They are not looking for them.

Powerscourt is unlikely to get press coverage on this, but they will engage in the same in 6 months.

Shore Capital cannot bring investment in on the back of this with Eden's market cap at £16 million +


So, where do you go to get investment in Eden's share price?

EXECUTION ONLY Retail Investors, Retail Investors, Retail Investors!!!!!!

Use the story to mobilise their funds to get you to the next level

When at the next level, try and command more interest from Private Client Brokers, Wealth Managers and HNW individuals

Then, perhaps, the Brokers, Shore Capital will have a shot at bringing in investment to the Eden share price

AND THEN perhaps, will a mobilised share price, someone may grant Powerscourt a story in the press, a national newspaper. Again, this is not investor communications, but a good news story that may gain some traction.

Moving the share price up will get people's attention. The "Outlook" and other statements are fine for those currently invested. But they have likely invested enough and will not make further commitments (risk) without some commitment to the share price from the Company. If the Company makes a solid commitment to do better in this respect, then others will likely follow.

[bjlk] 20/3/2018 08:53

Good report but lacking detail of SALES, prospects and market penetration to date.......positive but still a lot of promises...to use a brexit term incredibly cautiously optimistic... just...

[investingisatrickygame] 20/3/2018 08:34

Chairman's Report

" Since joining Eden I have been struck by the significant opportunities"

"and become a success story in the large, and increasingly important, industries of crop protection, animal health and personal care"

" Eden is at a positive inflexion point"

"Significant opportunities available to the Company"

OUTLOOK

" The opportunity to really grow the business"

"Ramp up the development of sustainea, The Company's microencapsulation technology, with Sipcam and other interested parties"

"Eden with its effective, natural solutions, is well-positioned to become a significant player in this space"

THIS IS A GOOD Chairman's statement, but there is enough narrative in his statements above to significantly drive the share price forward towards fair value today. This is easy to construct (if you know what you're doing) and it would shine a beacon of light on Eden in a very positive way.

The report and outlook is a good statement. Mr Chairman, you now need to turn these statements into value. No point stating it if others cannot see it!!!

[supersonico] 20/3/2018 07:49

Financial highlights

· Revenue of £1.9m (2016: £0.4m)

· Operating loss of £0.8m (2016: £1.9m)

· Loss before tax of £0.8m (2016: £1.9m)

· Loss before tax, excluding exceptional royalties refund, of £1.3m (2016: £1.9m)

· Loss per share of 0.33p (2016: 1.03p)

· Net cash of £3.7m (2016: £1.5m)

· Strategic investment of £2.2m by Sipcam and placing of £0.2m (gross) to institutional investors

· Expanding investment in regulatory clearances unlocking commercial potential in new, important territories

Business highlights

Commercial, Regulatory and IP:

· Multiple commercial agreements signed with Sipcam SpA ("Sipcam") including an Evaluation and Option Agreement for which a fee of €0.6m (£0.5m) was paid to Eden, establishing a long-term collaborative partnership

· EU approval of Eden's first agrochemical, fungicide product, Mevalone (formerly 3AEY), gained in France and first commercial sales achieved

· Mevalone now achieving commercial sales in the world's top three wine producing countries

· Further EU approvals for Mevalone received in Cyprus, Albania and Portugal

· Extension of Mevalone patent protection in Spain, Greece and Cyprus and nematicide patent granted in US

· Label extensions received in Kenya now include authorisation for the treatment of roses

· New terms agreed with University of Massachusetts Medical School ("UMMS") for licence to next-generation technology

· Eden's portfolio of granted and pending patents grew to 130 in 2017 from 112 in the previous year


Board changes:

· Lykele van der Broek, former COO of Bayer Crop Science and former Head of the Animal Health division of Bayer Health Care, appointed as a Non-Executive Director and Chairman Designate of the Company from 1 October 2017 and Chairman with effect from 1 January 2018

· Tom Lupton retired as Chairman and Non-Executive Director on 31 December 2017

Lykele van der Broek, Chairman commented: "Significant progress was made in 2017 and it is particularly pleasing that our first fungicide product, Mevalone, is now in the top three wine producing countries in the world. This is a major milestone for the company and sets a good platform from which we can build.

"The strong growth achieved in 2017, driven by new regulatory approvals, is expected to continue in the current year and consequently the Board remains confident that 2018 will be another year of strategic and financial progress."

[investingisatrickygame] 19/3/2018 23:00

Hello Super,

"Still a potential investor coming fresh to Eden from this is I expect going to need a load more convincing of Eden's potential and how they plan to send the share price north as Investing has repeatedly pointed out."

I haven't seen it yet, but given your comment above I have continually said that Eden needs to give people reasons to buy, not just existing investors, but those they want to invest. Eden, like any Plc, cannot afford to sit on the high ground thinking they can extract value in the share price at any given time of their choosing. It doesn't work that way and you cannot predict where world economies will be in the future. You have to parallel operational success with share price success so as to ensure that both are in sync. That would certainly be my take on it.

How sad if, for example, Eden sought to have the share price catch up with operational success in say a years time, only to see world markets collapsing for whatever reason may be. The narrative from the Company then would be 'we are in the same boat as everybody else and there is nothing we can do about it'. Well, there is something Eden can do about it now and they should exercise control, while they can. Their brokers and their financial PR do absolutely nothing for the share price and the companies shareholders. Shambolic really.

[supersonico] 19/3/2018 21:29

Good I thought ..Targeting investors interested in Wine and the environment.. a good approach and food for thought for an ethically minded investor...

I'm interested in the bit about UK Mevalone registration from the woman from Poulton Vineyard..it sounded like it was 'in the coming months' although she may not realise that when SS says that he means years :) (I need to watch it again to hear what she said again..although I thought that was the gist)

Eden has a load of South of England wine makers as followers on Twitter and also the fella who talked about saving the French wine industry last year was from Plumpton college ( )
( )and Poulton spokeswoman said over half her crop can get wiped out by Botrytis..so nascent market to be exploited..

Still a potential investor coming fresh to Eden from this is I expect going to need a load more convincing of Eden's potential and how they plan to send the share price north as Investing has repeatedly pointed out.

A decent update and more action now rather than 'in the coming months' would help to benefit the share price from any traffic generated by the programme .

[northwick] 19/3/2018 19:49

Nothing new in the tv show apart from what's there on their website. No details of animal products. No financial figures were given. Invited new potential investors to become shareholders but didn't give a hint when shareholders can expect a return on their investments. eden should have have said they have many shareholders who have lost close to 60% of their investment in the last 12months

[supersonico] 19/3/2018 18:59

All well here Northwick.

Looking forward to watching Eden on Making it big in London piece on London Live @19.30 tonight.

[northwick] 19/3/2018 16:26

Even the Pr agent have gone into hiding. No one at Powercourt is willing to come on the line. What's the point of paying them close to £40k if they don't take shareholders questions

[northwick] 19/3/2018 16:21

You have been quite over the last couple of days, Supersonica. trust all is well?

[bjlk] 19/3/2018 16:14

But we have email, a phone number and a twitter account, that makes us defacto good communicators no......???

[investingisatrickygame] 19/3/2018 13:06

Bjik,

That is a simple synopsis which the Company continues to fail to remedy, acknowledge or accept!

[littlealbatross2] 19/3/2018 11:36

Good grief, it hasn't been as low as this since summer 2016.

[bjlk] 19/3/2018 09:11

Soooooooo frustrating....

[bjlk] 19/3/2018 09:09

When will Shaun put some personal money in the game and when will the profile and bottom line share price move in the way we want and why we are all invested here..Yes I love the product, potential and eco credentials but I'm investing here to make money.... powerscourt do something to justify your fees...

[investingisatrickygame] 18/3/2018 13:10

Hmmm. How to measure exciting!!