Eden Research Share Discussion Threads

[weyweyumfozo] 18/6/2018 08:14

Investinga,

the 166,169 (this is the late buy that I mentioned) was at listed at approx. 17:15, not 15:34, but is no longer showing on Friday's list of trades.

'weyweyumfozo15 Jun '18 - 19:03 - 4048 of 4058 Edit
0 0 0
Three decent size buys (one late) more than compensated for the morning's sells.'

[supersonico] 17/6/2018 17:52

Monsanto Attempts To Hide Their Ugly History Behind Merger With Bayer






To the river I am going. Bringing sins I cannot bear. Come and cleanse me, come forgive me. Lord I need to meet you there. In these waters, healing mercy. Flows with freedom from despair. I am going, to that river. Lord I need to meet you there.

Brian Doerksen

[investingisatrickygame] 17/6/2018 17:07

Monet,

I can't see the 166,169 purchase @ 13p

[monet] 17/6/2018 15:58

some good buys

15/06/2018 15:34 166,169 at 13
15.14 73,799 at 12.5
15:13 100,000 at 12.45

[supersonico] 17/6/2018 13:24

The French Weather forecast. Oh Dear.

[investingisatrickygame] 16/6/2018 17:43

Who knows, but I expect what has been publicly stated

1) Confirmation of the Sipcam deal with Sustaine and those 20 active ingredients

2) Confirmation of additional application for Cedroz and market size

3) Bayer deal

4) Direction as to Company value so as to seek adjustment to the share price

I also expect our Chairman to make his presence felt, no matter how few in attendance ( it will be a big change of scene for him). It will be incumbent upon him to set the corporate tone around Eden, in particular, both the inherent AND latent value that exists. I personally feel, right or wrong, that he needs to convey a strong message around the current undervalue ( I assume) of Eden and support this as appropriate, at the AGM, possibly through RNS and certainly through media and associated activities in the coming weeks.

[supersonico] 16/6/2018 08:17

Will the following Time Table statements still be true after next weeks AGM?

Eden Bus stop Life.

Agrochemical news bus comes but travels slowly on a journey longer than you imagined.

Animal health news promised for years but never arrives but your informed that when it finally does it will be fast and shinny with Time warp technology and Sir Cliff Richard Driving.

Consumer products bus news is promised for years but never leaves the depot as Blakey can't find the Keys.

[supersonico] 15/6/2018 20:16

We Don't..

I'm just guessing as usual.

[investingisatrickygame] 15/6/2018 20:01

How do we know they are our friends, aside of a tweet?

[supersonico] 15/6/2018 19:41

OUR new interesting friends.

[weyweyumfozo] 15/6/2018 19:03

Three decent size buys (one late) more than compensated for the morning's sells.

[football] 15/6/2018 16:23

130 FREE oneplus coins yes 130 coins here NOW!!!!















new one added today

[supersonico] 15/6/2018 16:07

Good find Investing.

I wonder if Mrs 100K is back this time with a Chief Inspector Clouseau disguise?

[investingisatrickygame] 15/6/2018 15:32

Sumi-Agro starts a newsletter focused on Botrytis and Mevalone appears right up front

[attyg] 15/6/2018 09:42

Cheers Super.

It would be nice to see something more clearly on mevalone.
Let's hope they are making in-roads.

[supersonico] 15/6/2018 09:04

AttyG,

I'm coming across the odd trade magazine Biocontrol article/ad and trade show presentation with Aude Collete who has also been involved with field trials demos.







I recall also that last year Jean Pierr Lachambre was advertising for four new regional reps which I assumed were Seipro/ 3AEY related.

[attyg] 15/6/2018 08:30

Thanks for all these posts super.
Reads like there are difficulties aplenty for the vinyards.
When finding these articles, are you coming across anything that suggest sumi-agro are getting the message out regarding the benefits of mevalone?

[supersonico] 15/6/2018 08:18

The situation is worsening throughout the vineyard.



Continuous rains continue to favor mildew. The cycles are linked together. The symptoms continue to progress, especially in the plots where there were defects of protection. The bios are put to the test.
The vine growers are overwhelmed. Everywhere the incessant rains put their nerves to the test. The pressure of mildew is phenomenal and they have to juggle to find windows of intervention. In many vineyards, it was so popular that passing through the vineyards becomes very complicated. This is the case in Côte d'Or. In this department, on the last fifteen days: only one did not see rain, reports the bulletin Vitiflash of June 12th, drawn up by the Chamber of Agriculture. The cumulations are phenomenal: 136 mm in Chambolle, 125 mm in Chassagnes. Double the average precipitation in June ... Ideal conditions for late blight.

In the region, the situation remained healthy in the majority of the vineyard but technicians expected it to evolve in the coming days. The bios are put to the test. They sometimes had no choice but to renew their treatment while the vegetation was still wet. The technicians therefore recommended that they regularly check the health status of their plot, since protection defects may have occurred taking into account these exceptional conditions.
Spray defects do not forgive
In Champagne, the situation was also evolving with a new release of symptoms. Overall, it remained under control except in plots where there were spraying defects in the cluster area.
In Bordeaux, mildew is particularly virulent. The Northern Aquitaine BSV of 12th June reports new attacks on leaves and bunches but which remained mostly contained and of low intensity. However, he reports occasionally more complicated situations with important symptoms on leaves and clusters in Blayais, Entre-deux-Mers, Libournais, Sauternes, Médoc, and Pays Foyen.

Few plots unharmed in the Gard
In the South, the situation is critical. In the Gard, it has worsened again. The BSV Languedoc-Roussillon of June 12th specifies that in this department "Only a tiny minority of plots are still unscathed (Alésien Basin) and the number of plots affected with partial crop loss has increased further. The southern part of the department (Costières, Sables and Plaine Littorale) still remains the most affected. Among the plots most affected, Grenache is largely predominant. In the Hérault, the symptoms also increased with the appearance of brown rot and mosaic mildew. "The frequency of the symptoms can reach, in certain parcels observed, the totality of the clusters. Crop losses are regularly noted, "says the BSV.
Explosive situation in the Var
Explosive situation also in the Var where half of the 45 parcels observed this week by the chamber of agriculture within the framework of the reference network presented symptoms on cluster at variable frequencies, according to the information of its bulletin of June 13th.

[supersonico] 14/6/2018 21:21

The anti-botritic becomes "intelligent"



With 3LOGY nature combines chemistry: effectiveness, selectivity and sustainability without residues. The strategy developed by Sipcam starts from the fixed treatment in bloom to lower the inoculum and prevent latent infections
Thermal changes, intermittent rainfall, abundant and widespread. In the crazy lottery of climate change the combination that is characterizing this spring, a mix of persistent humidity and night temperatures below the average of the period, is bringing to the fore a fungal pathology that has been less incumbent (but never neglected) in the course of last dry years. In many north-central vineyards this year the botrytis risk is in fact high and must be tackled with new means and new strategies.

More than two centuries after its taxonomic classification, there is still much to be discovered about Botrytis cinerea. In fact, there are two novelties concerning gray vine mold. Recent research coordinated by Vittorio Rossi of the Catholic University of the Sacred Heart in Piacenza has highlighted the role (and the danger) of latent infections and the need to change the register by adopting an early defense strategy, anticipating the start of interventions to flowering period.
The pioneer of botanicals
The second concerns technical means: the change in strategy can be facilitated by the availability of newly developed instruments, recently recorded on vines which, in the field tests, have proved particularly suitable to be used even early in the flowering period.

In fact, that of anti-bipritics is the sector that is leading the way for the botanicals sector. "3LOGY" by Sipcam is the precursor of this class of biocontrol agents (BCA) derived from plant extracts. «It is - says Ilaria Ferri in charge of the fungicide sector of Sipcam Italia - an innovative solution that combines synergistically, in a single product, both the effectiveness of a chemical formula and the absence of residual biological product, both not to require the imposition of residual limits on the label ".
The antibotritic efficacy of this new product is based on the action of active substances, consisting of three terpenes (Eugenolo, Geraniolo and Timolo) suitably balanced between them. Substances present in nature (can also be found on the surface of the berry), characterized by a favorable ecotoxicological and environmental profile. In this case Eugenolo is obtained by natural extraction from Melaleuca alternifolia, a tree belonging to the Mirtaceae family, originally from eastern Australia, known as "Tea tree", while the other two have been replicated by synthesis.

The mechanism of action is original, multisite, unique for efficacy and to prevent resistance phenomena (probably altering the functionality of the cell membrane of the fungus with different mechanisms still under study). The action is directed towards the mycelium, completely inhibiting the germination of the conidia.

The know-how of the formulation;

The formulation, called GO-ETM, is innovative, the result of the progress of a know-how in the formulation activity in which Sipcam has always been at the forefront. The three terpenes are in fact microencapsulated in a lipoprotein membrane that promotes the susceptibility without the need for solvents and that allows its gradual release and modulated over time, slowing down its degradation and prolonging its effectiveness. In particular, the terpenes are released from the microcapsule only after application in the field, in the presence of moisture conditions favorable to the development of botrytis. An effectiveness that then manifests itself exactly when you need it most.

An "intelligent" product designed to meet the needs of winemakers and all the ongoing changes in the defense sector. «On the one hand - explains Ferri - it is necessary to take into account the strong demand for sustainability and safety that requires the use of solutions with a favorable residual profile, on the other the risk always lurking of resistance requires agrochemical companies a continuous research and development effort to identify different and multi-site mechanisms of action. In the case of botrytis, we are witnessing the progressive decline in the market of products positioned in pre-closure cluster, especially as a result of climate changes underway, while the new acquisitions are re-evaluating the need to place the first intervention in the flowering phase ».

Scientific approach;

3LOGY holds against all these needs, what was the approach for the development of such an innovative molecule?
"A scientific approach, based on the study of the biological cycle and epidemiology of Botritys cinerea, putting aside all the beliefs that have characterized anti-bipotal defense in the recent past. From this point of view the recent international research coordinated by the University of Piacenza has shown that the strategy adopted so far to cope with the vine botrytis was not correct. First of all, because the positioning of treatments can not be rigid, but must depend on the climate and the strategy adopted. And then because the assumption that the one in pre-closing cluster was the key treatment was an empirical theory, not supported by data. The demonstration of the danger of latent infections and the ability of botrytis to infect the future cluster already in bloom, is pushing to position the key treatment at this stage, and then continue with the subsequent treatments according to the indications provided by the forecasting models. When a latent infection develops, even if no symptoms of rottenness are evident, the grapes could in fact contain unpleasant metabolites produced by Borytis such as gluconic acid, capable of depreciating their value ».

From flowering to pre-harvest
What answers has the product applied according to these indications provided?
«The experimental activity during the last year had just the aim to test the ability of 3LOGY to prevent the latent infections of B.cinerea in bloom, to verify the behavior of the product and to insert it in the defense strategy indicated by the botryl risk model of DSS vite.net.


The tests carried out together with the Catholic University of Piacenza (fig.1) have shown that, in the strategy that envisaged the treatment at BBCH 65, 3LOGY was effective in reducing the potential of sporulation in the bunches at harvest better or at par of the reference chemical. In further tests carried out in the laboratory, the ability to inhibit the germination of the conidia of Botrytis cinerea has emerged. These results indicate that 3LOGY can be used for early treatments against gray mold in order to decrease the inoculum potential that causes infections in the maturation period. These positive experiences have allowed Sipcam to prepare a strategy to protect from botrytis that pivots on the fixed treatment in bloom, for the abatement of the inoculum and of the latent mycelium. Following, according to the indications of the previsional model, up to 4 treatments can be performed every year with this product, up to three days from the collection for the wine grapes. In order to obtain a good result against this fungal pathology, it is necessary to use, in the course of the anti-perononporal strategy, dual-efficacy products able to exert a collateral action against Botrytis cinerea ".

3LOGY is the new antibotritic of Sipcam based on three terpenes of natural origin that guarantees:
New mechanism of action (anti-resistance strategy);
High efficacy;
Flexibility of maximum use;
Without residue (exempt LMR);
No interference in oenological processes (maturation, vinification and aromatic bouquet of wines);
Selectivity and miscibility;
Inserted in the national production specifications.

Incorrect beliefs to be overcome
Persistence: a persistent product is not necessarily more effective.
Rigid positioning: the risk indicates the best positioning that depends on the climate and the strategy adopted.
Product: it is the strategy that pays off, not the single treatment.
Residual products are more effective: it depends on what they have to do. If I need to break down the inoculum, it is more valuable to have a high effectiveness for a short time.
Pre-closure as a key treatment: it is a marketing concept never shown, scientific research shows that the most important treatment is in bloom and to follow a second model.

[supersonico] 14/6/2018 18:31

Investing,

Agreed. I expect Cedroz to replace current Nematicide over night but confirmation of that would be welcome with a follow up question about market size etc and at what point do EDEN receive cash for stocking all 29 countries distributors. Add into this the USA stock up of Mevalone for 2020 season and the numbers should be looking Tasty.

Even if NDA's prevent complete transparency we will at least have the previous years rough Mevalone numbers to base a multiple calculation upon.

We have tried to guess this previously, I will dig those figures up for a rough guide etc. One thing for sure we will be talking big numbers imo.

Between now and then we may have Sipcam/Bayer/ TT news.

I wonder why they told us this now rather than next week??

[investingisatrickygame] 14/6/2018 15:53

Court ruling supports Monsanto and Glyphosate

hxxps://www.courthousenews.com/judge-roundup-products-to-remain-warning-label-free-for-now/

[investingisatrickygame] 14/6/2018 14:17

Super,

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'....


This tells us they know their forecast numbers so let us all hear what they are and then work those into a valuation with all other revenues. That's not hard, so why the secret? We all understand revenues could in reality vary from forecast and this is why a forecast is a guide and not an absolute

[investingisatrickygame] 14/6/2018 09:38

I am stupefied as to why Eden would release an RNS such as they have this morning.

On the one hand, the Company writes about 'significant commercial progress', 'inflexion point', being 'very far advanced' and 'that the Company has 'shifted gears' and yet it delivers, in isolation, an RNS under the heading 'Regulatory Progress Update' that screams of jam tomorrow and therefore indicates to some that there is no reason to be invested in Eden now. Within this RPU there is nothing on Terpene Tech!

I have no doubt other RNS's will follow pre the AGM as I commented recently, but If I was releasing this RNS it would be embedded in another or separately I would accompany its release with more info elsewhere, either another separate RNS or another form of communique. Who is advising Eden on the 'how to' of these announcements? It is bizarre to me.

Eden needs to gear up in the way it communicates and still needs to tell its story properly. They just do not do it. Some who are absolutely converted will sit and wait forever hoping that Eden will become an extremely profitable company and player in the tech and biopesticide market, but for the majority invested here, Eden will not take a lot of their time and their belief system and price expectation will be considerably lower.

In my opinion, Eden needs to deliver and communicate properly that they have delivered the kind of success that they refer to.

What are our Mevalone product sales to-date (2018)
When will the next Mevalone orders occur?
What is the value of the Company and if we do not know it, then let's get a professional valuation done.
What is going on with Terpene Tech that has 16 days left to go commercial according to Eden?
What is going on with Bayer which has a similar time period as inferred by Eden (sales will occur in H2 2018)

These 5 basics alone could multiply the share price, yet we don't know any of them.

Eden does not do hype and good for them!
Eden is not understated either

Eden just doesn't communicate properly, period! This doesn't allow investors to make proper investment decision in the Eden share price. Consequently, some poor individuals might be selling shares when Eden could, in theory, be much higher very soon.

Much more clarity and far better execution is needed if Eden is going to see their share price rise and for the share price rise to be...…..sustainable!!!!

Forgive me, I couldn't help myself :)