Eden Research Share Discussion Threads

[supersonico] 07/2/2019 08:06

I'm a fool for expecting a tiny bit of congruence from the masters of incongruence.

[bjlk] 07/2/2019 07:56

Well this new tidal wave of pr kicks off with Jam tomorrow... disappointed that there is no rns to kick start this first push....

[brucie5] 07/2/2019 07:52

Well, your confidence in a RNS seems to have been misplaced.

[investingisatrickygame] 05/2/2019 15:12

"Daily Trades into Double Figures would be a start."

Well Thursday provides the opportunity to do that.

If there is no news imminent then it is simply a sales pitch, pure and simple and should be treated as such and delivered with the utmost credibility.

In doing so they should sell what is on the immediate horizon so there is a reason to buy straight away. We understand they can say to a new audience with absolute confidence on Thursday that

1) Head lice is about to go national in the UK, followed by Europe and what this means for the consumer health sector for Eden is...…
2) Bayer is due to go live in the US in the next x.y and what this means for Eden is...….
3) Mevalone is in the regulatory approval phase in the US with approval expected during 2019 and what this means for Eden is.... Given that Eden already has 70% of the world's grape producing countries being distributed into by Sipcam the US represents....
4) Sustaine, our IP protected encapsulation technology is being evaluated by Sipcam for encapsulation of existing Sipcam on-sale products and co-encapsulation of Sipcam products with Eden's natural solutions. Should this prove successful this will mean that Eden will have..... to go glonbal in the agro-chemicals market targeting.....


Just these 4 adding the basic 'which means that', a simple explanation of what it will mean to the Company AND therefore the share price will whet people's appetite enough to see the big picture and know that the shares are currently massively undervalued!!!!!!!!!!!!!

OOPS, by the way everyone, I forgot to mention out 29 country deal with Eastman Chemicals. Sales are anticipated to start in 2019/2020 and we hope to generate gross income of, on average, x per country!!!!!!!!!!

BAM, share price goes north.

[supersonico] 05/2/2019 14:22

Daily Trades into Double Figures would be a start.

[investingisatrickygame] 05/2/2019 13:05

Hi Super,

Protective peace of mind for investors would be good, if you are staying invested for years AND if you think the shares can one day be worth, £1, £2 or more. However, if you don't think management can carry the business to deliver that value (and the share price has carried no value this last two years, even allowing for Sipcam's strategic investment and Eastmans contract for 29 major countries) or if you think that an industry player will not let Eden accrue that value, then in my opinion on share price, there is little to protect.

Rather than dilute a share price that based on trend with new alliances and commercial contracts has travelled nowhere, I would rather see Eden attract new money through commercial arrangements and then leave the issued share capital at 207 million shares and hopefully see the share price move north from here.

Eden needs to light the touch paper for the shares to rise. Thursday night should be an attempt at lighting the touch paper. In the absence of new news and given Eden has chosen to present, then the theme of their presentation ought to be 'why should you invest today in Eden Research'. If they do not satisfy that criteria, then one of the three other presenters will attract money into their Company or investors will look elsewhere and Eden will be remembered by the attending audience as a Company who didn't warrant investment of my hard earned capital.

Those memories linger and get shared with others. So Eden is not only presenting to those in attendance, but all those that attendee's share with via word of mouth and all those that will see and read the Eden presentation.

I think the evening has to be about why we are a good place for your money. That is what will help drive the share price and the word of mouth to encourage others!

[brucie5] 05/2/2019 12:21

Not exactly one to avoid so much as to have optionality around: it don't see s death spiral, I just see a period of rudderlessness, which could see the share price drift further. The momentum has been lost over missed deadlines, causing any underlying distrust of management to become uppermost in Investors minds, as they seek good homes for their capital. This is evidently not quite good enough for lykele's.

[supersonico] 05/2/2019 12:19

Investing,

A strategic investment makes sense to me if it helps optimise IP lifetime revenues and in that way enhances investor return.

It's all hypotheticals but could Eden make the argument say if Sipcam or Eastman made a further investment that yes 10-15p would be a bargain but the strategic value of the partnership makes it a more valuable sum of parts proposition for both Investor and company despite the initial dilution. Could that investment also be protective or provide more piece of mind to investors that Eden would not be taken out for a fraction of their value in a potential T/O situation?

[supersonico] 05/2/2019 11:12

Brucie5,

The last two fund raisings have been strategic investments (much to the chagrin of those with very poor judgement who expected a bucket shop placing to support their shorting death spiral 2plube agenda) which have been sticky and obviously with Sipcam and the wider Sumitomo relationship signs of deeper intention and confidence in the technology.

Imo one should look at the fund raising prices that both Sipcam and Livingbridge bought in at as a guide to what to expect should the pattern of strategic investment continue which I suspect it will.

[brucie5] 05/2/2019 10:51

Looks like a chart bottom. Only thing that prevents me from reinstating my full position is the possibility of a placing, along the lines that Wan has suggested. Something involving Sipcam, maybe, upping their stake, to push Sustaine further and more quickly along.

Mcap of just over £20m on 2.8 revs., rising to £4m conservatively, with Mevalone likely to double and Cedroz coming on stream, with still greater potential. Hmm.

That said, I want to see the company deliver on TT and Bayer; and then, I'd like to see whatever transpires on Sustaine. We seem to have no available model for value here.

In the meantime I have irons in other fires, but few of them quite catch for me, the potential here.

[supersonico] 05/2/2019 10:43

Big Tony is not going to be happy. News

Eurostat certifies the biological boom

The EU statistical office notes the jump of organic farming between 2012 and 2017: it now covers 7% of the total agricultural area used in the EU-28. In 2016 about 2% of farms were completely organic, with an increase of 30% from 2013.

Eurostat certifies the great success of organic farming. In 2017 it covered 12.6 million hectares of agricultural land in the European Union to 28, accounting for 7% of the total agricultural area used in the EU-28. In 2012 the percentage was 5.6%. The countries with the largest bio-areas are Austria, Sweden and Estonia, where the organic area is more than 19% of the total agricultural land. In Italy, the Czech Republic, Latvia and Finland it is more than 10%. Latvia has the largest share of organic "sheep and goats" (34.1%) and of the organic beef population (23.6%). In 2016 about 2% of the EU-28 farms were completely organic (ie only organic soils), with an increase of 30% since 2013. To decree the success is, in fact, Eurostat, the statistical office of the EU.

What is the increase certified by Eurostat?

The increase in the biological area between 2012 and 2017 was 25%. The total organic area is the sum of the "conversion area" and the "certified area". Before an area can be certified as "organic", it must undergo a conversion process, which may take 2-3 years depending on the crop. Between 2012 and 2017, Bulgaria and Croatia recorded a growth in the total organic area of over 100%. However, four Member States reported reductions in the biological area: Romania (-10.3%), Greece (-11.3%), the United Kingdom (-15.6%) and Poland (-24.5%). Spain, Italy and France have the three highest total biological areas in terms of hectares (ha) in both 2012 and 2017.

Organic, sector by sector.

Organic arable land has exceeded 5.5 million hectares, which represent 44.5% of the total organic agricultural area of the EU-28. Pastures and meadows (mainly used for grazing livestock) cover 44.4%, while permanent crops make up the smallest share (11%). In eleven EU Member States, arable land represented more than 50% of the organic area, while in 13 Member States pastures and meadows covered 50% of the biological area. The arable crops were predominant in Finland, Denmark and Sweden with shares of 99.2%, 81% and 77.9% respectively.
The 2017 figures for organic livestock as a share of all livestock have shown that, in the case of cattle, pigs and sheep, in some Member States extraordinary quantities of animals have been raised using biological methods. For the first time, the number of organic cattle counted over 4 million animals.

The Eurostat numbers on the workforce.

Finally, the workforce, measured as an annual work unit (ULA), used in fully organic farms, increased by almost 30% between 2013 and 2016. Therefore, from about 189,000 to almost 239,000. The average size of the farm workforce was 0.9 annual work units for non-organic farms and 1.5 for fully organic farms. Bearing in mind however that the average size of the SAU of a non-organic company was 16 hectares, while the average of a totally organic company was 40 hectares.

[investingisatrickygame] 04/2/2019 23:36

paulpaolo,

It is a good read and it all seems interwoven. Let's hope it is, that it is revealed soon and to the benefit of the share price.

I really do feel that the share price has to climb significantly to balance our minds and allow us to again show interest and focus in the Eden story.

For too long there has been absolute focus on the story and no return on the share price. That coin needs to flip now and we all need to see a return on our investment. You can't keep believing without reward, some reward at least.

[paulpaolo] 04/2/2019 15:21

Super, interesting post about Klopp, thanks.

[aim_trader] 04/2/2019 15:18

Eden Research will be presenting to investors at the upcoming Proactive One2One Forum on Thursday 7th February. Details and registration:

[supersonico] 04/2/2019 07:41

Small world.

Mark Klopp
Business Development Consultant



I try to maximize my interaction with creative, optimistic, intelligent and resourceful people while continuing on a steep learning curve. Xinova provides that opportunity through my focus on commercialization and licensing inventions for the Innovation Services Group. I also lead and manage SME and Partnership deals.

I’ve been an advisor to Larta and Tech Futures Group and a co-founder of Coronis Medical Ventures, an accelerator for medical devices. In addition, I have served as a board member and business advisor for several private ventures and non-profit ministries. I was previously a Board Member of the National Venture Capital Association (NVCA) and served as Chairman and founding member of the Corporate Venture Group. As Managing Director of Eastman Ventures, Eastman Chemical Company’s corporate venture capital arm, I started up and led the company’s efforts to invest in and partner with private companies.

[brucie5] 04/2/2019 07:37

Thursday it is. They have an extra day to bring some good news to the table...

[investingisatrickygame] 03/2/2019 22:07

Brucie5,

I did and so some 10p now is even worse.

BTW, it's Thursday :)

[brucie5] 03/2/2019 20:02

Investing, you said 17p by Christmas would be a disaster... And Bayer and TT launches were nailed on. Even you must be a little... discombobulated...

Yes, I too can join the dots that super has set out for us. But between the present reality and future promise lies...execution... Which is poor. That's what Mr.market is trying to say. Let's hope Wednesday's a triumph of communication.

[investingisatrickygame] 03/2/2019 19:45

No sarcasm intended, but how nice that Sumitomo provide product based market sizes.

[supersonico] 03/2/2019 18:33

Also while your at it don't get any funny ideas about this either. Just because were partners with Sumitomo affiliated company Sipcam and Sumiagro etal and they are all excited to be working with Eden just keep a lid on your pipeline expectations.



Sumitomo Chemical expects to add $1.76 billion to sales with pipeline agrochemicals

16/11/2018.

The business potential of the agrochemical products in the pipeline for Sumitomo Chemical could be 1as much as $1.76 billion, according to a company report released last month. Sumitomo Chemical’s robust pipeline includes products under the company’s A2020 and B2020 Projects, as well as products from mixtures and new formulations, biorational and botanical products.

The A2020 Project comprises four products which, combined, are expected to contribute $882-1,323 million USD to company sales.
A next generation herbicide effective against weeds have resistance issue
A plant growth regulator
A botanical insecticide for agriculture and household hygiene
A new insecticide to control resistant pests (under evaluation)
B2020 focuses on three fungicides and one insecticide, which are expected to be commercially avialable products by 2020. The business potential for B2020 products is about $441 million.

INDIFLIN (active ingredient: inpyrfluxam) is a fungicide for soybeans (e.g. soybean rust), currently under registration. Sumitomo Chemical company is collaborating with Bayer in developing mixtures of INDIFLIN in Brazil. INDIFLIN is expected to be launched around 2020.

PAVECTO (metyltetraprole) is a that could be highly effective against major plant diseases, and which Sumitomo Chemical is co-developing globally with BASF. It too is expected to be launched in 2010.

ALLES (oxazosulfyl) is a new insecticide to fight major rice pests.
Pyridaclomethyl is a fungicide for controlling vegetable diseases.
The company expects their efforts in research and development to contribute to business growth and portfolio enhancement by providing value-added products and services through technological innovation.
………………………..
Parked



Sumitomo Corporation Acquires 65% Stake in Agro Amazonia Produtos Agropecuarios in Mato Grosso
Agro Amazônia



10 Oct 2018 Japan's Sumitomo Corp said on Tuesday that it had acquired the remaining 35-percent stake it did not already own in Agro Amazônia, a leading agricultural products supplier in Brazil's No. 1 soy producing state of Mato Grosso. Terms were not disclosed.

[supersonico] 03/2/2019 17:18

Ok so were all clear.. It's not a religion. It's not about faith. It's simply whether the company is going to produce profits and thus shareholder returns to justify its current valuation so I don't want you Zealots who worship at the church of EDEN and dream of Fantasy futures drawing any inference of future growth prospects from the information I post below.

Remember we have not sold any Cedroz yet so it's registration in 29 countries under regulatory pressure is irrelevant to Edens future prospects..and one cannot extrapolate the activities and relationships in one company to another. It is with that caveat that I post the following commentary/Report on the strategic relationship between Sumitomo and Xinova and their work together in another field of innovation.

just so you know.



The Company is in the process of commercializing its ChromaID™ technology. To date, the Company has entered into License Agreements with Sumitomo Precision Products Co., Ltd. and Intellicheck, Inc. In addition, it has a strategic relationship with Xinova., formerly Invention Development Management Company, a subsidiary of Intellectual Ventures.
……………..

What I also want you to treat as pure speculation any relationship to Sean Smiths previous employment.

Mr. Sean M. Smith has been the Chief Executive Officer of Eden Research PLC since September 1, 2014. Mr. Smith served as the Head of Europe and Innovation Advisor at Intellectual Ventures - Invention Development Fund. He served at Invention Development. He led Invention Development Fund's efforts in Europe and secured deals across multiple channels and technology areas.



Also totally ignore and treat as wild speculation that 2014/15 was the period that Eden inked deals with Sumiagro and Sipcam and Sean Smith said;

"We are pleased with the increase in activities with our partner, Sipcam. This is clear evidence that we are realising the potential to expand the commercialisation of our products and grow the existing relationship with Sumitomo related companies around the world".

Don't be drawn down that rabbit hole as a man with some 'difficult questions' lives down there in the Dark.

[investingisatrickygame] 03/2/2019 13:38

A POSSIBLE BIDDING WAR?

Given Eden's current low level income & market capitalisation, but strong alliances and routes to market, all protected by IP in strongly regulated markets and with food being a global necessity where the demands are only going to grow, is it feasible that sometime this year when long awaited news is crystallised and delivered via RNS that we might see a bidding war for Eden?

I am sure many of you have recently read the Earthport story with Mastercard and Visa bidding for them hxxp://centercryptonews.com/2019/01/mastercard-and-visa-in-bidding-war-for-ripple-partner-earthport/

Accepting that Fintech and Agro-chemical is not the same sector and I'm sure the 'rules' are different, the business principles and similarities are for me, quite close

1) Earthport loss making
2) Earthport a low turnover relative to potential
3) Earthport has an undervalued market capitalisation (multiplied many times since the low point on December 4 2018) and hence the bidding war
4) Earthport has global application
5) Earthport has high profile global clients

Eden is all of the above and if it lacks the ability to move in scale at an acceptable rate, could Eden find itself vulnerable and unable to defend any such offer?

Some shareholders, right or wrong, will think Eden is moving at a slow and unacceptable rate and this may or may not include targeted institutions who have not yet invested. Equally, those that think the same will be only too willing to accept any such offer in Eden when it is illiquid and stuck in a lowly valuation.

There must be industry players that Eden is talking to or even in current commercial arrangements with that will know Eden's vulnerability to such an offer and may be thinking about making an offer for Eden at some stage, in whole or in part for one of their active verticals.

Cedroz alone which is a done deal makes Eden cheap, cheap, cheap. I doubt that will be ignored for too long, nor will the other deliverables coming onstream.

Fingers crossed for a bidding war to shake things up a bit.

[investingisatrickygame] 03/2/2019 10:37

Brucie5 post 5651

"Hands up: I've sold down a few over last few days. 200k shares. I still hold multiples, but being an illiquid share, it may have had an effect."

SHARE MANAGEMENT

This is a real problem that Eden has. Someone who has taken a three year view chooses to sell down a few hundred thousand shares (no criticism from me) and invest it elsewhere for more imminent returns as their perception is Eden will likely not deliver the same in the short to medium term.

Eden, as with all AIM listed shares, has to fight for investor pounds. It is not a choice, moreso an ongoing operational activity. With around 1,000 companies on AIM, there are plenty of choices of places to put your money.

As exampled by Brucie5 "but I wanted to avail myself of other shorter term opportunities (including notable revivals at IOF, FTC and MTFB)"

You have to understand your audience in all walks of life and understanding AIM investors, the bulk of which are private individuals trying to make a quid and improve their lives, is key. Not one AIM company can afford to be dismissive about this audience. In fact, the company that best understands them, recognises them AND has a real business proposition to back it up is very likely to benefit at the expense of others and rightly so.

To my mind, Eden really does have a significant opportunity to attract these investors en masse. Actually, it is really not fair to many other companies because Eden has protected IP, a true global landscape for its product and tech portfolio, major corporate adopters of the same, in a market that is essential to the lives and mindsets of every living person, specifically, food harvests, food quality, shelf longevity and a natural solution that satisfies the minds of those who fear pesticides for them and their offspring.

Eden has a story to tell with a very long tail that can rest in the minds and wallets of investors. If they could just tell the story in a different way to get into those minds rather than deliver a corporate style interview I feel their appeal would broaden significantly and thus their share price would start to rise.

This of course, would help Brucie5 et al stay invested, enjoy the story and share the story with other willing ears.