Eden Research Share Discussion Threads

[supersonico] 12/11/2018 09:10

I'm a Jim Rogers strategies fan . Need I say more.

Eden is undervalued, unloved and under the radar.

Hard to see a down side atm.

[brucie5] 12/11/2018 08:50

Buzzing. Is this a farm bet for your guys?

How do you view the risks, and how would you say your analysis has fared thus far, against progress since invested? I don't mean this mischievously, merely as someone who has become very excited about this story, but very cautious around all AIM stories.

[investingisatrickygame] 12/11/2018 08:11

I don't mind at all.

With the possible exception of 12, 14 & 15 I think all are due.

[supersonico] 12/11/2018 08:06

Investing,

I hope you don't mind .. I added some numbers to your list.

1) USA distributor for Mevalone
2) Toll manufacturing in ...Brazil
3) Possible best new bio product award for Cedroz (Monday 12th November)
4) Possible update from Eden/Eastman on Cedroz
5) Sipcam new territories
6) Sipcam licence extensions
7) Sipcam/Eden new pipeline products
8) Sipcam success on encapsulation of up to 21 of their own current commercial pesticides
9) Sipcam co-encapsulation of their own pesticides with Eden's active ingredients
10) Milestone and other payments from Sipcam
11) Bayer launch of 4 animal health products in the USA
12) European distributor for Eden/TT's head lice product
13) UK launch date for Eden/TT's head lice product
14) TT launch of Deodorant
15) Update by Eden of TT developed products using Eden's Sustaine technology
16) Possible European distributor for 4 animal health care products in Europe
Sipcam potential appointee to the board of Eden
17) Chairman's purchase of Eden shares as indicated at the June 2018 AGM
Eden update on patents
18) End of year sales indication (late December if as before)

[attyg] 11/11/2018 18:52

I am also hoping that Eastman will make some noise regarding Cedroz.
While we may have to wait till the AR is published I would love it if Eden was able to announce some milestone/licence fees.
As readers of my previous posts will know, I am hoping/expecting a decent amount.

[supersonico] 11/11/2018 08:13

FAO Tony Peters..


……………………………………….


……….
Phil Sumption
‏
All the discounters are heavily promoting #organic products in Germany @organicUK

@Aldi

[littlealbatross2] 10/11/2018 17:18

Great compilation Investing.

[brucie5] 10/11/2018 17:12

Investing: Merci. Have a tick.

[investingisatrickygame] 10/11/2018 17:01

Super,

Added to the list. If there are any more, let me know and I will keep them in one list.

Amazingly, much of that list is mature with much of that news being imminent or due in short order :) :) :) :)

[supersonico] 10/11/2018 16:53

Thanks Investing
That list is getting mighty pregnant.

Plus TT Deodorant and Others

[investingisatrickygame] 10/11/2018 16:09

Brucie5

In no particular order

USA distributor for Mevalone
Toll manufacturing in ...Brazil
Possible best new bio product award for Cedroz (Monday 12th November)
Possible update from Eden/Eastman on Cedroz
Sipcam new territories
Sipcam licence extensions
Sipcam/Eden new pipeline products
Sipcam success on encapsulation of up to 21 of their own current commercial pesticides
Sipcam co-encapsulation of their own pesticides with Eden's active ingredients
Milestone and other payments from Sipcam
Bayer launch of 4 animal health products in the USA
European distributor for Eden/TT's head lice product
UK launch date for Eden/TT's head lice product
TT launch of Deodorant
Update by Eden of TT developed products using Eden's Sustaine technology
Possible European distributor for 4 animal health care products in Europe
Sipcam potential appointee to the board of Eden
Chairman's purchase of Eden shares as indicated at the June 2018 AGM
Eden update on patents
End of year sales indication (late December if as before)

MOST, but not all of this is due before 31/12/2018 as RNS'd

Also, I suspect and as discussed at the AGM, a valuation on the Company (Edison, Hardman, ANO)

[brucie5] 10/11/2018 15:57

Chart looking poised for the next leg up. Please remind us of the next news we anticipate?

[investingisatrickygame] 10/11/2018 15:30

I wonder what Sipcam is going to tell us other than what they are due to tell us?

Fleas and ticks = dogs and animal health care
Mosquitoes = There's a lot of human health products that sit around this

[supersonico] 10/11/2018 15:08

I'm not sure but seems odd that it's only approved in Spain and has other targets listed; mosquitoes, flies, fleas and ticks.

They may have been there previously but I don't remember seeing them.

Updated recently also which is interesting.

Also Trisoprene and EDEM listed as products which I could not find referenced on the WWW.
I assume that's what Eden supply.

[investingisatrickygame] 10/11/2018 15:03

Super

Are we talking license extension in Spain?

Are we talking new product launches in Spain?

[supersonico] 09/11/2018 08:18

EU proposes non-renewal for ethoprophos

The European Commission has drafted a decision not to renew the EU approval of the insecticide/nematicide, ethoprophos.

[timbo_slice] 08/11/2018 16:34

Alice Roberts?

[littlealbatross2] 08/11/2018 15:53

Yes Investing. I've said before that I believe Eden will eventually be taken out wholly by one of the big boys or maybe split up in parts by them but when and at what price? My concern is that Eden will be taken out much too cheaply.

[investingisatrickygame] 08/11/2018 15:34

The only buyer I'm interested in with all of this industry leading IP protected tech is an industry buyer!!

Bayer?
Basf?
Sumitomo?
Syngenta?

If our 'tech' is truly cross sector with such great results then it is very unlikely that the big boys will let us keep it and play much longer.

Ticking clock or time bomb?

Big announcements due before Christmas with game changing effects.

We're on the radar, so will someone make their move when these announcements are finally delivered?

[supersonico] 08/11/2018 14:08

There's always a patient buyer, aka Mrs100K or Mrs200K as she like's to be known as on Thursdays.

[timbo_slice] 08/11/2018 13:56

There's always a seller!

[attyg] 08/11/2018 12:47

Let's hope Eastman makes a song and dance about it!