Eden Research Share Discussion Threads

[investingisatrickygame] 15/4/2018 16:16

Palm Oil

Not sure if posted recently

[supersonico] 15/4/2018 12:01

Much more toxic than glyphosate: copper sulphate, used by organic and conventional farmers, is the subject of European re-authorization campaigns

TBC

[supersonico] 14/4/2018 17:01

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.


Analogous with the sound of air rushing into a 'discontinued , under review & nematicide resistance ' vacuum :)

Nematicide Resistance

[investingisatrickygame] 14/4/2018 15:06

super,

Good find (3753)

I am sure I read previously in an Eden presentation that the weed killer market was one they were going for, but I can't see it now? If not, why not given the value of the market quoted in this film ($1billion per annum for RoundUp, Monsanto's glyphosate. Carciogenic, yet the same regulators on which Eden will depend are allegedly taking back handers and more to continue its regulatory approval.

This is where, if Eden has such a solution and seeds might turn out to be one, why Eden just doesn't get taken out because the global value and use is so high that anything paid for Eden would pale into insignificance.

Although we are waiting for 4 products for animal healthcare to go commercial with Eden and Bayer this year as advised by Eden, should we also be anticipating that Bayer will be using Eden for crop products too and if so, when?

Slide 21, hxxp://www.edenresearch.com/~/media/Files/E/Eden-Research/documents/reports-and-presentation/agm-presentation-2016.pdf

[supersonico] 14/4/2018 13:42

Monsanto Tricks



No kingdom or empire built on a mountain of lies can stand indefinitely. They all fall.

[investingisatrickygame] 14/4/2018 12:54

The way I would look at Eden now is in timelines in terms of expectation

1) Within the next 6 months

2) 6 months - 1 year

3) 1 year and beyond

There will be different price drivers, value drivers and share price levels to reflect success and perception of future value.

There will also be different exit points for different investors, depending on appetite and depending on entry level or/and average price. This is without any world events that affect markets.

1) There are more than enough price and value drivers due in the next 6 months to see the share price markedly higher, all things being equal. This will also be qualified by the interim results. I would imagine a number of people could exit Eden within this timeframe, those not in it to risk the long game, those who are happy with a multiple return on investment. Eden will need to broaden the story and keep it up-to-date and specifically relevant to shareholders in order to put a floor under a rising share price for new investors.

2) New territories will come on board and perhaps the strategic relationship with Sipcam might be further qualified for the future as a result of their joint evaluations. Full year results will be published, Eden profitable more than likely and showing greater visibility into the future with hopefully, greater certainty of investment. Possible launch of Sustaine as a stand-alone too.

3) 1 year and beyond is harder for me to determine. I could totally speculate, but why when we are a year out.

Each new period should reach higher share price levels, assuming Eden is still here in a year+ in its current form.

[attyg] 14/4/2018 09:59

Good spot super. They need 3AEY in California.

Good to see no frost forecast in champagne as far as the forecast goes out - presently 27 April.

[supersonico] 13/4/2018 22:06

Fungicide Resistance News;



Resistance to the QoI (Strobilurin) Fungicides in Grape Powdery Mildew on the Central Coast

Author: Mark Battany
Published on: November 12, 2017

The 2017 season had very challenging Grape Powdery Mildew conditions at many vineyards on the Central Coast. Crop losses of 80% or greater were observed at some of the most heavily impacted sites. The wet and overcast conditions in the spring were a primary factor leading to the heavy powdery mildew pressure. However, observed infection conditions were not necessarily uniform within regions; some vineyards suffered heavy infections while other nearby vineyards of the same variety had minimal problems which suggests that some control programs were much less effective than others. A constant concern is that powdery mildew can develop resistance to certain classes of fungicides that have a higher risk of such resistance occurring

[supersonico] 13/4/2018 19:53

The cause of poor school performance may lie with the pesticides

Dutch pupils in primary and secondary education score worse and worse. The average results for subjects such as reading, arithmetic, natural sciences and physical education have gradually declined over the past twenty years. The Education Inspectorate concludes this in its annual report The State of Education, which appears today. The PO-board of primary school boards calls the report 'worrisome, but not very surprising.' Chairman Rinda den Besten: 'We are facing serious challenges: a shortage of funding and a growing teacher shortage due to too low salaries.' Schools also struggle with an overloaded teaching program, according to the chairman. "In spite of that, we also have to look at ourselves what we should do better."
However, it is conceivable that the cause is quite different. In November 2000, the Consumers' Association and the Nature and Environment Foundation published the documentation "Do we lose the mind?" - Nerve toxin remnants harmful to the brain development of our children. Quote: "Health damage in young children due to the exposure to neurotoxic pesticides in food can result in brain damage, which only becomes visible in learning and behavioral problems at a later age.Extra serious is that the damage can not be repaired. , concentration loss and hyperactivity occur on a fairly large scale (USA: 17%) in children under 18, and there are many indications that chemicals play an important role in this. "

The study focused on pesticides with a neurotoxic effect. These are substances that belong to the chemical groups organophosphates and carbamates. Organophosphates and carbamates have the same mechanism of action on the nervous system, so that the effects of different substances can be added together. Children are particularly susceptible to the effects of these substances because their nervous system is developing and because of their consumption they have a relatively higher burden. Organophosphates and carbamates are frequently found on fruit and vegetables, for example. New scientific studies show that young children are extra sensitive to these substances. This mainly involves adverse and irreversible influencing of the development of the brain with the harmful effect of learning and behavioral disorders. Prenatal exposure to organophosphate insecticides was associated with reduced intelligence in 7-year-old school children in 2011 by various American scientists.

[weyweyumfozo] 13/4/2018 14:47

Either way, it's massive and it's just a part of many other products that the Company will be involved with. I don't worry too much about every detail. Just enjoy the share price rise. I wouldn't be suprised if the share price reached 14p before it took a breather.

[investingisatrickygame] 13/4/2018 14:39

It's a big variable. You should want to know the answer as to the size of any target market Eden or any other company you are invested in is going for. Without this, you will find it very difficult to understand the potential upside in the share price in which you have invested.

Let's both hope it comes out in the wash and that Eden is a little more precise, where possible, on future markets they enter.

[weyweyumfozo] 13/4/2018 14:29

We've both done our best to answer your question already. If that's not good enough you are wasting your time by going on and on about it here.

You do have a bit of 'history' with the Company don't you. Maybe that's why they didn't answer you in a 'delicate' manner.

[investingisatrickygame] 13/4/2018 14:16

weyweyumfozo,

I have asked without an answer, hence why I asked Super here last week about the $550million RNS, $1.3 billion article and $1.8 billion as per the interview. The answer is not a delicate one either.

I wouldn't go 'on and on' if I was given the answer, would I!!!!!

[weyweyumfozo] 13/4/2018 13:55

Investingisa,

Why don't you ask the Company to clarify your worries re. the £1.3 billion market, instead of going on and on about it on this BB?

[investingisatrickygame] 13/4/2018 13:26

Super,

Below a copy and paste from your post 3737

I am still unsure as to whether Eden and Eastman are now targeting a £1.3 billion market and if not, why quote this number? i am wondering if there has been a subsequent development and in due course, an RNS will reveal the same. It needs clarity, at least for me it does.

Bayer clearly falls into the tier 1 market and this is without Sipcam. (although any potential new and improved joint developments in Sustains could come that way). A Bayer related RNS which is due, would be a great flag waiver for Eden and its technology, both for the share price and to the industry players, thus aiding Sipcam's position to their target audience.

"Investing,

I would think they are all targets for Sipcam maybe using the Sustaine TM like the Intel inside model.

Sean smith said 'Continuing this theme, I am looking forward to building speed and positioning Eden to be amongst the leaders in our industry'.

That suggests to me that they thru Sipcam want a good chunk of the big player Tier 1 market. They have a novel more potent product in a high compounding annual growth market. No doubt they will attract the attention of the Big players who are all looking for 'sustainable' technology and are under regulatory pressure.

The Cedroz market segment they are looking to target is $550M so this market looks to be of similar size to me at $539M"

[wan] 13/4/2018 10:12

Indeed I had noted that it got at least a mention, but I think that it could get some focus and thus rise up the agenda somewhat going forwards.

I am also impressed with Eden's extensive IP portfolio, which appears to set them apart and will play an important part in attracting interest.

There appears to be a number of catalysts in the pipeline, so the Chairman's "inflexion point" terminology might prove an insightful remark!

[investingisatrickygame] 13/4/2018 09:54

wan,

Seeds has been alluded to before so could be a big one. I don't know enough about that yet aside of the bit commentary that I have read. However, it is being evaluated according to Eden. Source: slide 16

I think the focus should be more immediate to align with the unexpected outside the RNS channel communications as well as points made by the new Chairman. The communications has, in my opinion, been done for a reason. A company who is so resistant to the same (as Eden has been) is, in my opinion, creating a little noise for a reason, so I expect that noise to be backed up. Potential RNS's

1) Sipcam re 'very far advanced' in regards to micro encapsulation
2) The Chairman in the Prelims mention Eden being at an 'inflexion' point. Whether this is point 1) or something else, I do expect something in relation to this
3) Bayer. It's got to come now the Chairman is on board. In my opinion this will add weight to the business relationship, especially as Bayer know their ex in now firmly ensconsed in Eden. The evaluation has been so long and Eden has said that income will flow from Bayer this year. So an announcement of the same and an order book for 4 products to be sold across the good ol US of A
4) Director buys, specifically Sean Smith and the Chairman, assuming they are not in a protracted closed period

I think any or all of these call be delivered in the near or very near future.

[wan] 13/4/2018 07:28

Personally I don't necessarily see Sipcam's investment/holding in Eden as a precursor to a buyout of Eden, but on the same token it could happen. What it does signify however, is that the technology is very promising, which is indeed why I am invested here!

In particular Eden's Sustaine™ encapsulation technology caught my attention (before the Daily Mail piece). I am also very interested in a perhaps overlooked (by the market) aspect of using Edens technology in seed treatments, which is an area where large players are very active in enthusiastically (if not aggressively) assembling seed coating/treatment technologies.

Generally, Eden's existing and pipeline of products appear to have a very promising future, and as such I would expect a step change in the revenues from such in the not too distant future.

[supersonico] 13/4/2018 07:02

Investing,

I would think they are all targets for Sipcam maybe using the Sustaine TM like the Intel inside model.

Sean smith said 'Continuing this theme, I am looking forward to building speed and positioning Eden to be amongst the leaders in our industry'.

That suggests to me that they thru Sipcam want a good chunk of the big player Tier 1 market. They have a novel more potent product in a high compounding annual growth market. No doubt they will attract the attention of the Big players who are all looking for 'sustainable' technology and are under regulatory pressure.

The Cedroz market segment they are looking to target is $550M so this market looks to be of similar size to me at $539M

[investingisatrickygame] 13/4/2018 00:05

Super,

Good find. Would we think

A) they would all be target clients for Sipcam?

B) they are all potential new clients for Eden?

C) they are all potentially interested in acquiring a stake in Eden or taking out Eden?

At $539 million per annum, purely for the micro encapsulation of pesticides, that is smaller than the market potential for Cedroz at $1.3billion. Am I understanding that correctly?

[supersonico] 12/4/2018 23:02

Microencapsulated Pesticides Market



The microencapsulated pesticides market is estimated to rise at a compound annual growth rate of ~11.5 percent.
The microencapsulated pesticides market is estimated to grow $539.50M by 2022, from $312.50M in 2017, at a compound annual growth rate (CAGR) of ~11.5 percent. The sector is influenced by increase in demand for pesticides that are effective in insect control, limits application costs, and reduces the toxicity risks to environment and human health. High cost of production is one of the main restraints for the increase ot the microencapsulated pesticides market.

Agricultural applications are forecasted to boost the increase of microencapsulated formulations, more than non-agricultural applications, between 2017 and 2022.
Established on the application industry, the agricultural segment is expected to grow at a higher rate during the outlook period. The direct use of non-microencapsulated pesticides may cause losses due to leaching, evaporation, and degradation. Therefore, the microencapsulated pesticides are preferred more in agriculture, as they offer protection to the pesticide molecules from direct contact with the environment.
Insecticides led the industry with the biggest share in 2016.

Insecticides recorded for the biggest market share in the microencapsulated pesticides market in 2016. Globally, the industry research & growth activities and product commercialization trends are more concentrated toward microencapsulated insecticides; therefrom, it recorded for the biggest share in the microencapsulated pesticides market.

Europe (EU) recorded for the biggest market share in 2016.
EU was the biggest microencapsulated pesticides market in 2016. The European Crop Protection Association encourages the use of modern agricultural technologies in sustainable development to protect the human health and the environment. The sector in this area is also estimated to be increasing at the highest compound annual growth rate (CAGR) between 2017 and 2022. It is influenced by the growing ban on the usage of certain harmful pesticide chemicals and its formulations in European countries including France and Germany (DE). Italy (IT), Spain (ES), and the UK are other top countries considered in this industry.

The breakdown of the primaries on the basis of company, description, and area, conducted during the business research study, is like:
• By Company category: Tier I - 20.0 percent; Tier II - 30.0 percent; and Tier III - 50.0 percent
• By Description: C-suite - 15.0 percent; D-Level - 25.0 percent; and Others* - 60.0 percent
• By Area: Asia Pacific (APAC) - 40.0 percent; Europe (EU) - 30.0 percent; Americas - 20.0 percent; and RoW- 10.0 percent
*Others contain sales managers, marketing managers, and product managers.
Note: Tier I: Revenue > $1.0B; Tier II: $500.0M < Revenue < $1.0B; Tier III: Revenue < $500.0M
The overall market for microencapsulated pesticides is leaded by, is monopolized by big players including BASF, Syngenta, Bayer (ETR:BAYN), Monsanto, and FMC Corp (NYSE:FMC). Some of the emerging actors in the microencapsulated pesticides market contain ADAMA, BotanoCap, Arysta LifeScience, McLaughlin Gormley King, GAT Microencapsulation, Belchim, and Reed Pacific.
...............................

[northwick] 12/4/2018 16:57

Looks like MM were again bidding for stock at 11.5p around 2pm. Wonder when the new chairman will buy? He has been in the chair for a few months.