Eden Research Share Discussion Threads

[investingisatrickygame] 12/4/2018 14:14

I should have added in my posts 3732 that in the Chairman's report on the preliminary results he stated in his introduction

"I believe that my years of experience, at both Bayer CropScience and Bayer Animal Health, will enable me to help Eden build on its solid foundations, and become a success story in the large, and increasingly important, industries of crop protection, animal health and personal care."

And in his Commercial review

"Recent commercial activity has given me confidence that Eden is at a positive inflexion point."

Tie the latter in with Sipcam and Eden being "very far advanced" and I think a major RNS could be on its way.

Take the former statement and the Sustaine stand alone technology use could breathe productivity into Bayer in a number of divisions.....perhaps.

Inflexion point, very far advanced, strategic partner....something is going to break. Will Eden be able to convey the message to the multiple layers of the market in the right way to get the desired result in the share price. Will the value be so significant that the top level of the market, namely institutions, will simply reflect on those numbers and green credentials and go on a buying spree, in the market, in Eden?

[investingisatrickygame] 12/4/2018 10:26

Super,

Let's take that a stage further. Sipcam, a global business and product and solutions provider to the agro-chemical world hxxp://www.sipcam-oxon.com/public/product-sipcam/ is apparently on the cusp of deploying Eden's Sustaine on 20 commercial active ingredients being produced by Sipcam.

Let us assume these are deployed in worldwide products. Let us also reasonably assume this is considered joint product development as per the This is Money/Proactive article. And of course, Eden as it is Sipcam's products,they will have exclusive distribution rights of the same using the benefits of Sustaine.

In my opinion and for what this is worth, the agro-chemical world has to sit up an take serious note that a global player has effectively revitalised up to 20 commercial products to the extent that they may be better performing, less chemical trace and who knows, may even go as far as being exempt from Maximum Residue Levels.

Why is a major agro-chemical company with this apparent ground-breaking natural chemistry not going to make enquiries about the same. Sustaine is, in theory, more valuable than Mevalone, Cedroz and anything else Eden produces via toll manufacturers.

So I pose a few questions. Once the cat is out of the bag (presumably in the very near future as they are 'very far advanced') and the agro-chemical world is aware of this

1) Will Sipcam strengthen their position in Eden via a greater holding, a board placing or something similar. Maybe another related party looking to take a stake in Eden?

2) Will Sipcam look for exclusive right in perpetuity to use this technology on certain products globally or in certain markets globally and if so, what price might that yield for Eden and shareholders

3) Will another agro-chemical company come in and challenge the playing field and seek to disrupt the Sipcam/Eden relationship for their own personal gain?

4) What impact will this have on the soon to be announced deal with Bayer and what Sustaine tech rights would they seek or would they too seek a piece of Eden or all of Eden and sell of the unrequired bits, leveraging the technology for value.

With Eden's share price so dismally low it appears to me that this could be a very real possibility, but whether it happens is another thing. For sure, Eden is unlikely to be this cheap in the market for much longer and could Eden reasonably resist such a bid from such a player, should it come along?

[littlealbatross2] 12/4/2018 10:12

As ever with Eden more patience required but there does seam more than just a glimmer of light at the end of the tunnel.

[investingisatrickygame] 12/4/2018 09:43

Super

Agreed! So if Eden tech is to be authorised for use in 20 other in use conventional pesticides, how is Eden going to price that revenue stream?

Presumably it reduces the chemical footprint making it more satisfactory to Sipcam, farmer and the regulators.

I wonder what the annual revenue stream is of those 20 products? In theory, Eden should make a fortune from these deals and it will be very important for Eden's future to get these first tech deals, structured and priced correctly!

[supersonico] 12/4/2018 08:56

Investing, W-2 S-0

So Sipcam will be looking to sell conventional chemistry with Eden Tech that improves on the current chemistry and potency I assume, into a very very large market dominated by huge corporations.

And that work is 'a high priority' for Sipcam and 'very far advanced'.

It does make the projections look well and truly understated imo

Eden Revenue forecasts for 2018 are £3.1m / 2019 = £4m / 2020 = £5.7m
.................................................
EXPERT 8: Endocrine disrupting pesticides in water



According to the UFC-Que Choisir, two million French people are served by water contaminated by agricultural pollutants. Does the Ministry of Health confirm this figure? "It is quite surprising, but at this time, no reaction from the services of the Ministry.Therefore this figure is neither confirmed nor reversed. (...) If we find more plant protection products, it is first because we are looking much better than before, "says Julien Bigard.
Pesticide sales increase
A data is still implacable. "On average, 66,000 tonnes of pesticides are sold each year in France, which makes us one of the biggest consumers in Europe, according to the Ministry of the Environment, sales have been increasing since 2010, so it will We have to change our habits, the goal is to halve our consumption by 2025. So there is still a lot of work, "commented the journalist.

[northwick] 12/4/2018 08:44

Twice, but haven't it shared it with anyone else.

[attyg] 12/4/2018 08:17

I've watched it once - not shared with anyone

[investingisatrickygame] 12/4/2018 08:11

Super,

How many times have you watched the Proactive video?

How many people have you shared the video with?

Same questions to everyone else.

[investingisatrickygame] 12/4/2018 08:09

Super,

I'm not sure about that. I don't think there's a qualification that Sipcam is using it on other companies pesticides.

From Sipcam's website hxxp://www.sipcam-oxon.com/public/group/#family

From the This is Money/Proactive article

"Joint product development, exclusive distribution rights in different territories, an evaluation of the Eden portfolio and its technology and whether it can improve 20 active ingredients already being produced by Sipcam were just some aspects of the deal."

[supersonico] 11/4/2018 20:59

Sean Smith's discussion about Sipcam (8mins) is very illuminating. They are preparing to not just use Eden Tech to compliment their own products around the world but use it with about 20 conventional pesticide active ingredients and improve their capabilities in ' a variety of different ways', which will mean I assume that Sipcam aim to do deals with every Pesticide company on the planet.

Is that how you folk understand it?

And that work is 'a high priority' for Sipcam and 'very far advanced'.



Nice..

[investingisatrickygame] 11/4/2018 16:56

Super

The Proactive link you provide to the article is the exact same article as first published. Here is the original article from the 3rd April. The only difference is that the first article was content provision by Proactive for the Daily Mail. The 'copy' article likely had a weeks hiatus before Proactive could put it on their website to allow the Daily Mail to get maximum traction.



I wish Eden could deliver explanations as simple as this

"Terpenes are chemicals that come from essential oils and produced by plants to defend themselves but are volatile and can be difficult to control.

Encapsulated using Sustaine, however, terpenes become a naturally occurring pesticide with a slow release mechanism that leaves no residues in the soil, unlike chemical-based pesticides."

Never use jargon unless you explain it immediately you use it!

[supersonico] 11/4/2018 12:02

Of TOPIC.
Some interesting observations around Silver Market from Bill Holter.


............................................
On Topic

Proactive keeping the Eden in the head lines;

"Eden Research starts to bloom as Mevalone sales ratchet up"

[supersonico] 10/4/2018 17:51

Sustainable Palm Oil: Another Step Along the Road



Doubts cloud Kenya’s renewed palm oil ambitions



Palm Oil Market Is Anticipated To Grow To $88 Billion By 2022: New Report By Grand View Research, Inc.



In oil palm farming, Chief Whip Washiali finds solace when politics get hot



Kenya could save billions from palm tree farming, says Kari

[investingisatrickygame] 10/4/2018 16:17

Supersonico said

"(it's good to talk) as to how these associations work with Eden's public image as a ecological responsible/aware company."

Most investors don't even know Eden. Eden still needs to talk about who and what they are, what the problems are and how they solve them. They need to tell their story. When investors understand this and are accepting of it, they will be far more receptive to Eden's ecological credentials and take far more interest in Eden's public image. Hell, they might even invest in Eden!!!

[attyg] 10/4/2018 15:20

I like the way the MMs (boo hisss) have the spread such that buys are marked as sells and we only see a wave of sells today.

[attyg] 10/4/2018 15:19

I look forward to the day when Eden is so well known that it needs to address such concerns as those you raise supersonico in a PR manner.

Not all palm tree oil production is non-green or environmentally unfriendly.

[supersonico] 10/4/2018 14:29

I see it bringing up some interesting questions/conversations for marketing/Branding bods and others who invest in Eden for it's ecological credentials.

Sustaine and GO-E tell us the company is green.

Palm oil that is associated with sustainable non rainforest destruction fits but it requires more awareness and public education of how sustainable Palm oil is different. I'm now aware of Unilever's approach but how many shoppers actually are?

Micro particle technology that carries conventional pesticides..how about that?

No doubt Eden tech is more ecological and makes a positive impact by replacing more harmful chemistry which is the most crucial ,pertinent and ecologically progressive point....Rome was not built in a day etc ..but I'm raising the question (it's good to talk) as to how these associations work with Eden's public image as a ecological responsible/aware company.


#sustainablechemistry

[attyg] 10/4/2018 13:46

Crikey guys.
Pulling down rain forest for Palm tree oil maybe not terribly sensible - from our perspective - but Palm Tree Oil in itself is not bad.

Kenya does not appear to be uprooting rain forest to plant palm trees.
If Eden's products help increase production through reducing waste, then that surely this is good.

Also Kenya palm tree business seems to have support of UN.

[northwick] 10/4/2018 13:12

I have raised the same issue in Palm oil & trees with Eden & it's advisers. Haven't had a reply as yet.

[supersonico] 10/4/2018 12:47

Iceland supermarkets to ban palm oil in own-brand products.

Is Eden wise putting Palm oil on their promotional material ?

[supersonico] 10/4/2018 12:31

Parkinson's disease and residents exposed to pesticides: a new study is the link!



The weekly epidemiological bulletin (BEH) of the Public Health Agency France has just published a study on the incidence of Parkinson's disease among farmers and in the general population according to the agricultural characteristics of the French cantons *.
The conclusions again raise the issue of protecting the riparian populations exposed to these toxins and the impact of its products on agricultural workers.
Indeed, the study shows that there are:
13% of risks in addition to reporting Parkinson's disease for farmers affiliated with the Agricultural Social Mutual (MSA) - the farmers' health plan, compared to people affiliated with other health plans.
10% more risks for people affiliated to the general plan (hear the general population) to declare Parkinson's disease when they live in a heavily viticultural canton than those living away from these areas!

The authors conclude: "This national study confirms the specificity of the agricultural professional population vis-à-vis Parkinson's disease. In addition, his results suggest that environmental exposure related to the agricultural use of pesticides could be associated with Parkinson's disease ... "
For Generations Futures, the conclusion of the article must encourage the taking of rapid and effective protection measures for local populations.
"At a time when MPs are working on the draft law on food and agriculture, this study should encourage them to table amendments in favor of an agricultural model that does not endanger the health of their fellow citizens . Our associations have made very specific demands on these topics, including the establishment of large areas without synthetic treatments near all living areas. "Said François Veillerette, spokesman for Generations Futures" Some parliamentarians have heard these expectations, others - including those of the presidential majority - remain deaf to the legitimate expectations of civil society on these health topics. How many more studies to put on the table and new patients to count down before real measures of protection of the vulnerable populations are finally taken? For Generations Futures, given the urgency, there is no time to wait to end what looks more and more like a health scandal! He concludes