Eden Research Share Discussion Threads

[northwick] 28/9/2018 14:03

Sorry Should read "MM are short of stock"

[northwick] 28/9/2018 14:03

Looks like MM are stock of stock.Someone paid over the odds for 51k. Interesting times

[supersonico] 28/9/2018 11:08

One vertical of 3.. Crop protection has millions of £££; spent by multiple partners on product development, while remaining Two Eden Verticals Consumer Health and Animal Health who have been in parallel delay formation for 4 years are dominated by a company who's expenses in corporate terms are barely breathing.

What other explanation can there be??

Oh yes did I mention our New Chairman comes from Bayer.

Unicorn on the way.

All Guesses all the Time...

[investingisatrickygame] 28/9/2018 10:55

"During the period Terpene Tech made net payments on behalf of Eden Research Plc of which Terpene Tech Limited is an associate, amounting to £75,952 (2016 £1,823)"

What is this for and to whom?

Exempt from audit as private and turn over less than £6.5 million

Your conspiracy theory is beginning to look like fact (yet to be qualified of course)

[supersonico] 28/9/2018 10:00

Investing,

Good to see how much TT are investing in product development since the 2015 agreement.

[supersonico] 27/9/2018 18:45

Last call for the Eden express.

[northwick] 27/9/2018 16:17

super Looks like Mrs101k has indulged herself again today. She must be frisky

[supersonico] 27/9/2018 14:31

"Let's hope he is saving himself for the imminent Bayer announcement".

Well if he does not I'll have to work on another conspiracy Theory.

[investingisatrickygame] 27/9/2018 13:55

Super

"and the 1 year anniversary of Lykele's role as chairman is celebrated by the announcement of.....drum roll???"

Let's hope he is saving himself for the imminent Bayer announcement.

He has been inconspicuous since joining, save his attendance at the AGM. I was impressed by him, but I think he ought to be more visible to shareholders and beating the drum at the appropriate beat. We haven't had one beat yet which is disappointing given our 'inflexion point'.

I wouldn't see such action by him as getting ahead of ourselves. I would see it as being in line with our current commercial progress.

Beat the drum...….please!

[northwick] 27/9/2018 13:54

I hear MM are unwilling to sell stock at 10.5p & have raised their bid to 9.88p. Hope it continues with its upward trend.

[northwick] 27/9/2018 10:12

Nice one SuperI wonder why he hasn't dipped his hands in his pocket to buy any shares yet

[supersonico] 27/9/2018 10:08

'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'

and the 1 year anniversary of Lykele's role as chairman is celebrated by the announcement of.....drum roll???

[investingisatrickygame] 26/9/2018 12:04

Exactly, yet Eden continue in presentations to refer to all of their patents which looks more like a noose than an opportunity to a company of their size. Sooner or later the reality of that has to be revealed.

Why do TT still refer to Sustaine™ as YP Technology?

[supersonico] 26/9/2018 11:42

I'm assuming the TT/Eden deal in 2015 transferred/Licenced all TT to Bayer.

So my expectation is Bayer will do both verticals; Animal Health and Consumer health products plus more detailed below in TT web page , probably all under Sustaine branding, which will match with Sipcam etal ;



Like you say and I've said before TT or Eden can't possibly deliver on all the patents by themselves in a timely fashion so must maximise Patent life by licencing to partners. It looks to me like they added the Toll supply of concentrate to all the verticals to increase margins.

[supersonico] 26/9/2018 10:19

Investing,

What also I'm interested in is..if we assume TT is licencing all to Bayer this sentence from the prelims;


'Eden plans to supply a concentrate of encapsulated active ingredients (based upon Eden's microencapsulation technology) to TerpeneTech who will then formulate the finished product, which will initially be sold by its distribution partner into the discount-retail market in the U.K'

translates into;

'Eden plans to supply a concentrate of encapsulated active ingredients (based upon Eden's microencapsulation technology) to Bayer who will then formulate the finished product, which will initially be sold by its distribution partner into the discount-retail market in the U.K'

and will apply to all TT licenced products.

Eden started of as a royalties based IP company and have evolved into a IP and toll Concentrate supplier.

Does that make any sense to you? have I got that right? Any thoughts on this ?

[investingisatrickygame] 26/9/2018 08:45

Super,

Bayer buying TT, tip of the Edenberg. Isn't this what you have been saying. Your post above implies again.

Wan seemed to imply the same some days ago.

From his post, number 93 of 104

"Most investors are either ignorant of the fact, or not interested in Edens extensive patent portfolio, nor the current and pending regulatory achievements, the assembly of which takes time and money, but are important in order to deliver rich rewards for many years.

In my view, Terpene Tech could sit very well with, or indeed within, Bayer Consumer Health (and Animal Health). That aside, very content to see Eden/Terpene Tech commercialising the various opportunities within the Consumer and Agro-industry Biocide markets, as opposed to a quick profit from a company sale!"

If anyone subscribes to his thoughts regarding Eden's extensive patent portfolio, then what is this worth to another? For Eden it is currently and simply £13 million of depreciating value. So the only value is if these patents can be commercialised and the longer the timeline, the greater the likelihood for new developments and competition, thus, possibly reducing some of those patents to nil value.

I maintain that Eden does not have the personnel or personal resources to escalate these developments and the only way to do so is for a major to take control of them. Example, Eden didn't have time in 2017 to get round to the seeds market as highlighted in this years AGM presentation, so what chance the rest? None!

Eden must be doing the donkey work for someone else. Once co-encapsulation is proved and is commercial, there's every chance in my opinion that Eden will get taken out. Sipcam have been working with Eden on this for 15 months now and an RNS on the same is due by the 31/12/2018.

That just begs the question about TT's true role in all of this with their global tech rights conferred by Eden.

[supersonico] 26/9/2018 08:31

Northwick,

She's been teasing us with odd numbers for a while . She knows were watching:)

Investing,

Interesting how the interim presentation mentions TT but does not include it in the slide 7 chart of partners. TT only gets one line on slide 9.

You would think that a company which holds an exclusive licence to Eden tech and who are about to deliver the first Eden Consumer health product (Headlice) would be up on slide 7 with the big boys.

[northwick] 26/9/2018 08:24

Gm SuperLooks like Mrs100k allowed her to add to her substantial holding by buying 101k shares at 10.35p yesterday. Well done to her & hope she sees her rewards shortly. Now we have to start calling her Mrs101k

[supersonico] 25/9/2018 22:44

I'm being more thick than usual here..

I'm still not seeing how what you posted relates to TT/Bayer

[supersonico] 25/9/2018 22:18

Why you are doffing.

'I doff my hat to you. It looks like you may well be right and was the first to spot it..

[investingisatrickygame] 25/9/2018 18:21

Super,

Elaborate on what?

[quazie12] 25/9/2018 16:50

A nice wee plug from Michael Walters again today. Anyone wanna put a number on the head lice revenues and margins in Year 1 ? Just cannot see it even being worth mentioning tbh. Will the average punter in Aldi or Lidl really give a hoot about the IP behind TT's product versus anything else that is already approved and on the shelf. No, they just wanna get rid of their kid's head lice problem. Same reason the average French Italian and Greek wine producers who need to combat Botrytis aren't going nuts for Eden's natural solution either. The "nastier" cheaper established solutions are still in pole. All this talk about potential market size and Eden's gross annual revenues are still not much more than your local convenience store.

[supersonico] 25/9/2018 16:36

Investing,

Please elaborate..