Eden Research Share Discussion Threads

[chrischas] 08/1/2019 14:40

Let us hope that this is not the only event that they have decided to put their head over the Parapet for.I note even their media archive on news on their website does not allude to the previous time they went on this Platform.One would think they would be shouting about on their website and holding it there for investors to see.

Hopefully all the Management will be there.Perhaps someone will ask how they share the workload?

Price wise if it is above 25 by July that will indicate real progress and work being done by the Board.Late autumn must be the time when things will happen . The northern Hemisphere growing season will be done and a There will be no hiding place at that point .Plus the board have exercised share options.
Until then I,m holding tight.

[brucie5] 08/1/2019 14:24

Fair comment. I would have though there would be all sorts of ways of telling the story, through their public relations company. An at length interview in Shares Magazine, for a start; and then take every opportunity to speak to BRR Media. These guys want stories for their punters. Why don't EDEN do this? They're probably not unhappy as things are.

Which all goes, it seems to me, to make my larger point: in the absence of revenues growth, or some other outer, the company will need to be taken over to realise the underlying value.

[investingisatrickygame] 08/1/2019 14:16

Brucie5,

If I was an oil company, I would be saying to the market that I have X number of barrels in the ground of which Y are contingent resources and Z are reserves. Reserves would then be priced at A via an independent Reserves Assessment Report and after accounting for a discounted cashflow report you would see the value of the reserves translated into an equivalent share price. The market, you and I, would see this and would therefore know the share price potential and would buy, hold or sell accordingly.

Of course Eden can put their interpretation of value in the market and can subsequently have an independent report written by their broker, Edison et al. They must not give investment advice, but this does not attract from their opinion of value.

In doing the Proactive One2One live event, they are spending thousands on a 20 minute platform + Q and A. ALL attendees want to know why they should invest in Eden today. It's as simple as that and Eden needs to explain, clearly, why investors should invest in Eden's current share price, IP and management. This should be the sole goal of the evening, measured in success by the subsequent movement of the share price in the days and weeks following. it should be that instant.

[brucie5] 08/1/2019 13:54

Investingisatrickygame
8 Jan '19 - 13:39 - 5440 of 5440
0 0 0
Brucie5 said

"Near term (12 months) 50p. Three years: £1."

In the spirit of trying to help each other, I believe your £1-3 year target is unambitious based on what we know and what is contracted.
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Need to see evidence of value, though. Atm, only informed speculation about potential. So yes, you're right: in the sense that if they want a much higher share price, they need to demonstrate the value to a bidder... Only alternative evidence is by exponentially rising revenues. I'm not counting on revenues rising that much this year. Hence the three year view.

[investingisatrickygame] 08/1/2019 13:39

Brucie5 said

"Near term (12 months) 50p. Three years: £1."

In the spirit of trying to help each other, I believe your £1-3 year target is unambitious based on what we know and what is contracted.

I do hope that Eden starts to explain value at such an event as investors turn up looking for an opportunity, hoping to understand what is presented to them and then hoping to understand price targets and potential. Eden can give their opinion on value WITHOUT giving investment advice. Investors can then question the route to that perceived value. For sure they would indicate value in the event of an unwanted and below par offer.

Personally, I'm not sure Eden will exist in three years time, not in its present form at least. You cannot have game changing tech for a variety of industries and not expect to not get taken out. Others with bigger pockets, more sway, more reach, greater resources & more will surely take on that mantle themselves.

[paulpaolo] 08/1/2019 13:06

That event is free and the tickets are erroneously marked 19th February... I had an email to confirm the event is the evening of 7th February in London, includes wine and canapes

[supersonico] 08/1/2019 12:44

weyweyumfozo

I agree and suspect the news will be more substantial than just TT finally turning up which they hopefully will have by then.

[supersonico] 08/1/2019 12:14

'92% of floriculture growers in Ontario, Canada use biocontrol because of pesticide resistance, concern for worker health and safety, and shorter REIs and PHIs'.

Amara Dunn @AmaraDunn
Biocontrol Specialist with the New York State IPM program
……………………………………………………………………….

Use of biological controls is on the rise.

2019 Focus on Pest Control - Biological Controls.

The findings come from a survey out of Vineland Research and Innovation Centre in Ontario, where scientists conduct research on biocontrol methods for controlling pests.



Between 2014 and 2018, Ontario floriculture growers increased their use of biological controls to manage pests from 69 percent to 92 percent, says Dr. Rose Buitenhuis, research scientist in biological control at Vineland Research and Innovation Centre (Vineland).
“They have adopted biocontrol as one of their main pest control strategies, and it’s amazing,” she says.

These numbers, from a survey conducted by Vineland, in Lincoln, Ontario, reflect a larger shift among North American greenhouse growers to embracing biocontrol.
Many growers, Buitenhuis says, are influenced by, in order of importance, more pests developing resistance to pesticides; growers choosing to improve upon worker health and safety, which can be a concern with chemical pesticides; and growers and employees not having to adhere to a re-entry or pre-harvest interval.

Better plant health is also another reason for biocontrol adoption, Buitenhuis says. “Spraying — especially if you spray a lot — there’s some phytotoxicity still involved with chemical pesticides, so they just see better plant health,” she says. Other reasons, she says, include consumer demands and the efficacy of biocontrol.
Thrips are one insect pest group with a strong resistance to chemical pesticides, Buitenhuis says. In Canada, compared to the United States, fewer pesticides are registered on thrips, and controlling these insect pests in the Great White North is particularly difficult.

Grower use of biocontrol for thrips has led to a broader adoption of biocontrol methods, Buitenhuis says.
“That was kind of how it all started,” she says. “If you have to do biocontrol for thrips, then you have to do biocontrol for other pests, and probably disease as well, because a lot of the chemistries are less, or not, compatible with biocontrol agents. You can’t be fully chemical for all the rest of the pests and fully bio for thrips. You really have to integrate it, and it can be a puzzle sometimes.”

Finding new means of biocontrol.

As the popularity of biocontrol methods grows, Buitenhuis, Vineland horticultural production systems research director Dr. Michael Brownbridge, their teams, and their government and university partners, continue to research biocontrol. And they have made some crucial discoveries along the way.

“In our earlier years, we looked at predators, entomopathogenic fungi and nematodes and all the individual biocontrol agents to really optimize their use,” says Buitenhuis, who has worked at Vineland for nine years. “Right now, we’re also looking for new biocontrol agents to fill the gaps where there’s no biocontrol available.”
Discovering new biocontrol agents can involve looking at pests that are not easily suppressed by existing biocontrols, such as pepper weevils and mealybugs, or pests that have not yet arrived in North America, such as the tomato leafminer (Tuta absoluta), which Buitenhuis says has spread throughout the rest of the world.

Finding generalist predators is another avenue for advancing biocontrol developments beyond the use of wasps, beetles, biopesticides, and other beneficial insects and microbes that are already on the market, Buitenhuis says.
“In Europe, they have now these generalist top predators that can eat multiple pests that provide a base layer of protection, and they can stick around in a crop, even if the pest numbers are low, because they can use alternative food sources,” she says.

An example of such a predator is a predatory mite that Buitenhuis and colleagues are working with. At this point, they are looking into how to mass rear enough of the predators so biocontrol companies can sell them to growers.

An easy option: dipping cuttings
Another form of biological controls is cutting dips, whereby growers dip cuttings in biopesticides and insecticidal soaps and oils, to eliminate pests and prevent them from becoming a bigger problem. As with biocontrol in general, about two thirds of floriculture greenhouse growers in Ontario use cutting dips, according to a 2018 Vineland survey.
“It’s a very simple method, very easy to implement, when you receive the cuttings — for example poinsettia or chrysanthemum cuttings — get them out of the bag, dunk them in the solution and then just proceed as usual, sticking them and putting them under mist,” Buitenhuis says.

Vineland is working with Flowers Canada (Ontario) and product manufacturers to include cutting dips for approved use in existing oils, soaps and biopesticides, she says.
While cutting dips have proven effective on thrips and whiteflies, some Vineland research from 2018 has also shown promise with dipping to help eliminate spider mites, Buitenhuis says. “We found in our thrips trials, the plants were also infested with spider mites, so it turned into a double trial by accident,” she says. “It was nice, because we could see that a lot of the products that worked for thrips also worked for spider mites.”

Biocontrol as an integrated system.

Over the years, Buitenhuis and her colleagues have found that individual insect pests and biocontrol agents need to be looked at as a holistic system.
“It means looking beyond biocontrols — looking at all the other factors that will have an effect on pests and diseases in crops,” Buitenhuis says. Those factors, she says, may include resistant crops, fertilizer practices, sanitation and how pests come into the greenhouse.

“A lot of growers are very interested in biocontrol and how they can do it,” she says. “Michael and I get invited a lot to different grower meetings in the U.S. to talk about our research, so definitely, the world is changing toward biocontrol and everything that goes with it.”
………………………

Dr. Rose Buitenhuis


…………………………..

A bit of History.

[brucie5] 08/1/2019 11:34

Wey wey, I certainly do! And I think they can only have planned this with that in mind - otherwise they will be covered in egg from some extremely unhappy investors, and will have to spend their entire evening apologising, rather than bragging!


Edit: well done paulpaulo, and I hope your investment grows over the this period, as I suspect it may!

[weyweyumfozo] 08/1/2019 11:30

One month away - I expect some good news to be announced before the event.

[paulpaolo] 08/1/2019 11:17

At last an eden investor event. Proactive investors 7th feb. Presentation then mingle with directors and ask anything. Brilliant, they are beginning to tell their story. So i just bought a few and single handedly moved the share price up 0.5p or £1m on the market cap.

[littlealbatross2] 08/1/2019 11:16

Thanks Brucie.

[brucie5] 08/1/2019 11:11

Near term (12 months) 50p.
Three years: £1.

It makes sense if the IP is so valuable. Our partners need to be able to own it, unlock it and bed it in with their other offerings, not be hamstrung by EDEN's rather feeble bod.

Others will say that I'm not ambitious enough on these pricings, but £1 gives a valuation of c. £200m, approximately a ten bagger from here, and won't argue the pennies. I think I've written down in my notes £1.20.

BTG is a share I owned in size back in the day, and I think it had similar issues. IP rich, lots of products, dependent on partners... I got out too early. So long as there are no 'nasties' hidden away in the woodwork (pace TW) I see this as a share to hold from the right price, over a given length of time, and not to be too fussy about short term ups and downs. I'm looking for incremental revenues, building towards FY 2021; and of course the validation of Sustaine as a jewel in the crown, which will therefore attract additional value, along with the broadening of 'Wedges', as set out by super and investing.

Let it unfold as it will. But keep a close eye that it is! And I never say never. Meaning, I reserve the right to change my mind, if the facts change!

[littlealbatross2] 08/1/2019 10:55

"Taken over within three years." At what price would you be happy Brucie?

[brucie5] 08/1/2019 10:39

Well, I hear your collective frustration. I'm a relative newbie as a conviction investor, so I guess I speak only for the proposition I have before me: this includes sizing (substantial for me) pricing (appropriate, as I see it, to lows, highs, and near potential value) and timing (late; with Mevalone ramping up; transition to product sales model; Cedroz beginning to kick in; Sustaine news due within the year).

It seems to me that part of EDEN's model is a fairly threadbare management team, so basically the product lines and times are in the hands of their partners, subject of course to agreements, and whatever forecasts can be estimated. The fact that these have always been late, suggests both that the hurdles are many often unforeseen, and once again, that EDEN is not in control in that regard.

Finally, I am hoping very much that EDEN will be taken over within three years, at the right price. This makes sense, given all the above. The larger its potential, the less it will be able effectively to manage all the wedges within the different verticals.

[supersonico] 08/1/2019 10:29

Hey Q12,

Truth is were not sure and we're all getting a little itchy and so are you by the sounds of it.. but if you need an alternative and natural method to treat your Infestation, my neighbour kindly advised me that this will do in the intervening period. I did imagine you as a bald grumpy Chris Grayling but much older.. type fella but they tell me you can get Lice in other 'private' places so hopefully this advice will still help.

She Said;

'In my house we use a diluted solution of Tea Tree oil in water and we spray it in the hair on a regular basis as you can’t really treat for lice if the child doesn’t have them. Yes tea Tree is a natural deterrent to head lice.

If they have lice then coconut oil through the hair and leave for 10mins then comb with a fine tooth comb to remove any lice or eggs. You can also use conditioner if you don’t have coconut oil'.

[quazie12] 08/1/2019 09:36

How is Eden's Terpenetech investment coming along ?

[investingisatrickygame] 08/1/2019 09:28

Brucie5 said

"While I find the delays frustrating, I'm taking this year as a whole. In due course we will have answers to all our questions."

I think the problem for most Eden shareholders is that they have been waiting year after year, assured that they would get their answers. I know some of them and Super, I believe, would be an example of another.

I think Bayer has been going for about 5 years (happy to be corrected) and Eden/Bayer still missed the H2 commercial sales for 2018 that Eden said would happen.

What I'm saying is that Eden need to be more conscious of what they have said and need to update shareholders when their own published timelines are missed. There should for example, be an update on Bayer now. Eden is either 6 months or 9 days late on their own published timelines.

Many Eden investors have waited whole years. You're prepared to wait one, many of them have waited many, many years. Eden owes them more.

[northwick] 08/1/2019 08:42

Gm BruiceUnlike you, not everyone has time on their side, especially me.What it was suppose to deliver before end of the year has once again been delayed indefinitely.I wonder if it is the responsibility of its Nomads to ensure Eden informs the market of the facts as they stand now? I will email them as well.

[brucie5] 08/1/2019 08:09

Northwick, they will probably say that these things are not within their control... like the relationship between the weather man and the weather... While I find the delays frustrating, I'm taking this year as a whole. In due course we will have answers to all our questions. And I'm delighted to hear about the February presentation. This is a positive development. I might try to attend myself.

[northwick] 07/1/2019 19:06

SuperI think Eden has, in my opinion, misled me and the market. Once again, it hasn't delivered what it said it would at the last Agm and in the annual report.I for one will write to the regulators tomorrow to draw their attention to the misleading statements

[supersonico] 07/1/2019 15:15

I think the two best reasons for going to the Proactive evening would be to quiz Dapper Dan on what influences his incisive and detailed question preparation and technique and also find out what Grooming products he uses.

[investingisatrickygame] 07/1/2019 14:56

Super,

Well found and thank you for posting. This is good news, but also long overdue!!!

The problem with Eden's communications outside of the RNS channel which is much of what I refer to and bang on about, is that Eden's delivery is very spasmodic. How can you expect to get share price growth and continuity with such a rare show of yourself and with such big time gaps in-between. For me, this just becomes fish & chip paper (news) because it is isolated news and the story delivered is in the middle of the commercial journey or at least relevant to today. That leaves a lot of knowledge to catch up on if you are seeing and hearing Eden for the first time. If you then go and do your research as a result of said presentation, you will for sure, be left with a lot of questions and maybe some doubt.

A continuous flow of information that is educational, starting at the beginning, is the way to allay any fears, knowledge gaps and more when seeking to bring in new investors. Anything else is just below par and does not set you out from the competition for investor pounds.

[supersonico] 07/1/2019 14:34

Looks like there is Two buyers now Northwick :)