Eden Research Share Discussion Threads

[supersonico] 12/2/2019 09:51

Always interesting to watch people who have been wrong for years, who's every prediction has capsized so now they've wisely stopped making predictions to save the blushes. They refuse to see Cedroz or Sumitomo or read the Front page headlines broadcast around the world like 'Agricultural practices lead insects to a massive disappearance' but still expect to be taken seriously.

Flat earth LOL

[brucie5] 11/2/2019 21:40

From the above:

"One of the biggest markets for crop protection companies will be biopesticides, a category that includes naturally occurring substances such as biochemical pesticides, microbial pesticides (also known as biocontrol agents), and pesticide-related substances produced by plants. These products pose fewer environmental risks than conventional chemicals, because they are either nonpolluting or break down quickly and can be effective in very small quantities.

The global biopesticides market is slated to grow at a CAGR of 15.3% from 2016 through 2022, reaching sales of $6.6 billion. That expansion is anticipated to outpace the growth of the chemical pesticides market and continue doing so over the longer term. Although the North American biopesticides market is the most lucrative, the EU market is expected to be the fastest-growing over the next few years, as it implements stringent policies and regulations on pesticide use and the demand grows for organic products in that region. Still, all biopesticides need to be tested and evaluated, as they are not necessarily naturally beneficial."

[supersonico] 11/2/2019 21:35

Sustainable farming is getting a new lease on life. The deterioration of the environment and the depletion of resources—both of which are already limiting the amount of food produced by the world’s farmlands—are motivating regulators, consumers, food companies, and farmers to compel agricultural companies to adopt sustainable methods and processes. Despite companies’ lingering complacency, these stakeholders are driving a transformation that seemed impossible only a few years ago.

[chrischas] 11/2/2019 20:02

Has this ecofective anything to do with eden’s Technology?Seems to me as if Sipcam’s alliances are designed to dive into the Biocontrol market.
It presents the question how?Would Mevalone develop sales if Sipcam has their own in house created products .Or are they taking it on while they develop their own (much more profitable products?
Do Eden know every thing that Sipcam labs has found out?Did Sipcam know ,before their recent presentation that the Israelis products were also in the mix? Will Eden know the sales of Sipcams other competing products.It almost looks like a building of a monopoly position?

[supersonico] 11/2/2019 14:21

Import extra EU: too much tolerance on pesticide residues.



86% of consumers in the EU are worried about the presence of chemical residues in food. According to Efsa, 4.7% of products from non-EU countries contained an irregular quantity of chemical residues, compared to the EU average of 1.2% and only 0.4% of Italy.

On the subject of food safety referring in particular to chemical contamination, the European Court of Auditors - Eca - has just published a report aimed at examining how and how the EU system of rules and controls protects citizens. Result: even if founded on a solid basis, this system is currently under strong pressure and has some critical issues. First of all linked to the fact that neither the European Commission nor the Member States have the capacity to apply it in full. For example, in some Member States, the regulatory framework is so extensive that public control bodies are not able to fulfill all requirements and should be complemented by a private sector control system.

Closely related to the effectiveness of the controls is then the theme of food imported from non-EU countries. In Europe we import 13% of the products we consume, a percentage equal to 93 million tons in 2016: the key principle that regulates circulation on the EU market is that all products must comply with European legislation, regardless of their origin, and comply with EU safety standards.

Risk and danger.

But often a mechanism known as "import tolerance" comes into play and the slippery distinction between risk and danger.
The current legal framework of the EU distinguishes between risk-based criteria and hazard-based criteria. Pesticides which, based on the hazard-based exclusion criteria are not eligible, can not be marketed or used in the EU. But according to the rules of the WTO the importing countries can not use only criteria based on the dangers to exclude potential imports; therefore the residues of these substances could be tolerated in products imported into the EU. Provided that the Efsa gives green light on the basis of an assessment no longer on the risk but on the risk, a concept much more random and interpretable in many ways.

"A designated member state - writes Eca in the report - evaluates first of all the request and documentation sent by the non-EU country. Based on the assessment of the Member State, EFSA then expresses an opinion. If this opinion is favorable and establishes that consumer safety is not at risk, the Commission can decide to recognize the tolerance to the country of importation requested and to modify the EU regulatory framework to meet the needs of that country, for example by establishing a specific limit of residues for the EU. "


Stop tolerance on pesticide residues
If the objective is to increase food safety in consumers, the only way is to eliminate tolerances for certain pesticide residues of imported products. In Europe, according to a report by Coldiretti on data from the Rapid Alert System, in the first nine months of 2018 there were 2,654 food alarms, almost 10 per day. 60% of these referred to products of non-Community origin. The greatest dangers involved the presence of pathogenic micro-organisms, micro-toxins, pesticide residues, heavy metal contamination or the presence of foreign or unauthorized bodies. In practice, non-EU products are 4 times more dangerous than community products and 12 times more dangerous than those made in Italy.

According to analyzes conducted by EFSA on the presence of pesticides in agri-food products sold in Europe 4.7% of products from non-EU countries contained an irregular quantity of chemical residues, compared to the EU average of 1.2% and to just 0.4% of Italy.

[supersonico] 11/2/2019 13:40

Waterhemp Scores Again
Illinois Scientists Find New Resistance in Waterhemp



DECATUR, Ill. (DTN) -- Waterhemp has just thumbed its nose at another group of herbicides.
Waterhemp resistant to Group 15 herbicides (very long chain fatty acid inhibitors) has officially been found in Illinois research plots. It is the first dicot (broadleaf) weed in the world to outmaneuver herbicides within the Group 15 chemical family. While scientists aren't sure how widespread the issue is, University of Illinois weed scientist Aaron Hager said the discovery is yet another warning to change weed management behaviors now.

What makes this discovery unique is the Group 15 herbicides have been fairly resilient. Worldwide, there are only five cases of grass weeds that have been confirmed resistant to very long chain fatty acid inhibitor (Group 15) herbicides. Most of those cases are in wheat and rice. The only confirmed Group 15 resistance in the United States had been in monocot (grass) in Idaho, Washington and Oregon.

The Illinois discovery is the first confirmed case in the world in a dicot (broadleaf) weed species and the first case of Group 15 resistance known associated with corn and soybean production, according to the International Survey of Herbicide Resistance (www.weedscience.org).

[davo49er] 11/2/2019 12:55

'Timorex Gold should be used in alternation or in tank mixes with conventional or biological products.'

Don't think that recommendation applies to Eden products, but I may be wrong

hxxp://www.timorexgold.com/using-timorex-gold/

[supersonico] 11/2/2019 12:36

littlealbatross2

Yorkshire Brack..that's a new one on me I'll have to seek it out to see how it compares to my current fav..Coffee and walnut:)

[investingisatrickygame] 11/2/2019 12:30

"Globally, Eden is one of the few biocontrol companies with a proven business"

"unique technology"

"Eden's proven addressable market is $1.2 billion"

AND from the 30th June 2017 RNS

"Grants Sipcam the right to evaluate a number of Sipcam-Oxon Group's active substances encapsulated using Eden's Sustaine microencapsulation technology. This includes combinations with Eden's own active ingredients."

We haven't heard the results of this yet and it is a potential massive game changer, Xinova agree as previously posted.


Eden is well placed. If not Sumitomo then there will another large industry player sniffing around Eden for the benefits of the above.

[littlealbatross2] 11/2/2019 12:25

............ as long as the growing cake which I can have a very large slice of is Yorkshire Brack.

[supersonico] 11/2/2019 12:11

You could be right littlealbatross2 but it also is a signal like Sofbey imo that indicates Sipcam and Sumitomo see growth in the biopesticide market and their ambitions and innovation is all directed to that end.

It is a growing cake which many big players will want large pieces of going forward to replace the conventional chunk that's under growing scrutiny and regulatory pressure.

Competition makes the market and that means many see it has a future.

[littlealbatross2] 11/2/2019 11:38

Thanks Super. My view is that any which way I look at it, it is competition.I also wonder if there are others out there that we do not know about who might provide further competition.

[supersonico] 11/2/2019 11:30

My first thought is that it will be complimentary perhaps with Timorex Gold being used earlier on in the season and then Mevalone used later closer to harvest period ..as Sean Smith has commented. I need to look at it again further to test that theory.

[chrischas] 11/2/2019 11:28

Innovation is happening fast.That should be a big lesson to slow companies

[littlealbatross2] 11/2/2019 11:22

So, Super. What are we to make of Sipcam's distribution agreement for Stockton's Timorex Gold in Spain. I've mentioned before that Eden does see TG as a direct competitor.

[supersonico] 11/2/2019 10:29

STK, Sipcam Form Exclusive Distribution Agreement for Timorex Gold Biofungicide in Spain



Indian agrochemicals company Excel Crop board approves merger




……………………
Like consumers, it is a boom for organic wine



The highest value obtained and the strong demand of consumers have led Italy to the second place in Europe due to the presence of organic vine area, after Spain, before France

Organic wine quality productions have recorded a real boom in recent years, with double-digit increases in biological areas and in conversion both in 2015 (+ 16%) and in 2016 (+ 24%). The organic vineyard has passed the 103,500 hectares nationwide, almost all wine vines (101,300 hectares, the rest is table grapes). The positive trend has led Italy to the second place in Europe due to the presence of certified viticulture area, after Spain but before France. This is what emerges from an in-depth study of the 2017-18 Bioreport just published. To promote the constant increase in the areas of the organic vineyard, both the ecological sensitivity of the producers and the positive prospects of the market contribute: "The conviction that the sustainable product is also qualitatively superior is now rooted among wine consumers".

How did you get these results?
From the information provided by the Sinab (the National Information System on Organic Agriculture), the cultivation of vine according to bio techniques affects all Italian regions. In particular it is widespread in Sicily (where nearly 39,000 hectares, equal to 38% of the total), in Puglia (almost 16,000 hectares), in Tuscany (about 12,800 hectares), in the Marche (over 4,800 hectares) and in Veneto (about 4,500 hectares). Along with the surfaces, production has increased as well, reaching in 2015 - in about 1,300 cellars that transform according to the techniques defined by the EU regulation - 4.5 million hectoliters of organic wine. As a result, there has been a strong increase in consumption and exports. In 2015, 4% of Italian consumers are guided in the choice of wine by the presence of the organic brand (in 2014 it was 1%).

What are the margins associated with the production of PDO and PGI wine grapes in organic farms?
The organic vineyard has a lower yield than the "conventional" sample and generates a 10-11% lower revenue. And even if the costs incurred for fertilization and phytosanitary defense are more limited for the organic vineyard, but other types of expenditure, among which stand out the energy costs, the insurance costs and those incurred for the procurement of other technical means. different from fertilizers and agropharmaceuticals, they ensure that, on the whole, the variable costs of organic farming are completely comparable with those incurred for non-organic cultivation. The result is an economic result (gross margin per hectare) of the production of organic grapes PDO and PGI always lower (-13%) than that of the corresponding "conventional" sample.

So why does organic viticulture register significant increases?
Because, says Bioreport, the selling price of organic wine is everywhere higher: about a third in the North and in the Center, + 15% in southern Italy and in the island. "This is a premium price sufficient to offset the lower yields of the organic vineyard", together with the fact that organic wine is experiencing a particularly positive moment in the markets thanks to strong demand from consumers. In short, price and demand are valid reasons for choosing to orientate Italian viticulture in a bio sense.
Sales of organic wines accounted for 0.4% of the total value of wine marketed in 2015, 0.5% in 2016 and quasil 1% in 2017. In addition, the sales price recorded in the Large-scale retail trade (GDO) for Red and white wines obtained with biological methods are, on average, about twice that of wines obtained with conventional techniques.
As a result of a survey conducted by the Nomisma Observatory, organic wine in 2016 recorded sales of over € 275 million (€ 83 million for domestic demand and € 192 million for exports, both strongly increasing compared to 2015: + 22% and + 40%, respectively).
In the coming years, highlights Bioreport, the sector operators expect a further increase in demand not only on the national market but, above all, on foreign markets, European and extra-European, where Italian organic wine has an excellent reputation and seems to possess a potential that has not yet been fully exploited.

[investingisatrickygame] 10/2/2019 12:58

Super,

I agree.

"Globally, Eden is one of the few biocontrol companies with a proven business"

"The biopesticide market is forecast to reach $8.8 billion p.a. by 2022"

"Eden's proven addressable market today is more than $1.2 billion"

212 years and $300 million to bring chemical products to market, biopesticides $25-$30 million"

As I keep saying and wan has also posted on the other thread (post 265), Eden is ripe for someone to take another stake in them or a vertical, for Sipcam to increase their position, for someone to take Eden out altogether, or if not, a vertical

Summary
One of a few; trending market to biologicals/biocontrol; 10% of the cost to take to market.

Eden is in a very good position based on the above. In my opinion, materially under priced.

[supersonico] 10/2/2019 09:36

Too early and the Market is not there.

Could it not be argued with a the annual double figures projected growth rate of the biopesticide market and Organics, Eden and it's technology which is over the regulatory barriers to entry are in the right place at the right time (inflexion) to benefit from the rapidly evolving ecological crisis in conventional agriculture/chemistry and changing consumer demand, combined with unprecedented global population growth?

[chrischas] 09/2/2019 18:31

So you are slow in the marketplace you are likely to overtaken the marketplace.

[33mick] 09/2/2019 16:31

first time I've seen pesticides/insecticides mentioned in the same breath as nerve Vx agents?..nasty..

[supersonico] 09/2/2019 10:06

Parked.

Piperonyl Butoxide

[supersonico] 09/2/2019 08:06

Pipeline/Fragrance News..maybe

Endura is the 3rd largest manufacturer of Chemicals.*

Interesting to see that Sipcam's partner in patent development Endura have historic and enduring relationship with S C Johnson our new Twitter friends.

2003 “Green List Award” from SC Johnson (USA)





An Italian based Company, Endura Fine Chemicals has been developing, manufacturing and selling active ingredients and synergists for household and public health insecticides for over 50 years. By far, it is the largest producer world over of the well-known synergist, Piperonyl Butoxide (PBO). The recent patented synthetic route for manufacturing this product results not only in a huge step towards environmental conservation, but also in a potentially unlimited availability that has created opportunities for more extensive applications in a number of fields and, in particular, a colossal potential in agriculture. In this direction, Endura has been actively collaborating with major research institutes for the purpose of developing innovative formulations (two-part treatments) with PBO to fight highly resistant crop pest, obtaining excellent results up to now.
In recent years, Endura has added a new range of synthetic pyrethroids for Household and professional applications to the existing production of Tetramethrin.

The Company continues to invest in expanding its range of products to include chemical intermediates and, in particular, the field of fragrances. The market has also responded with great interest to the techniques developed by Endura for chlormethylation.
A reliable supplier in the world marketplace in terms of service, quality and competitiveness, Endura is ISO 9001:2008 and 14001:2008 certified and operates according to the Responsible Care philosophy.


…………………

Endura in India



*

[paulpaolo] 08/2/2019 18:25

"Interestingly, Eden will be issuing an updated forecast first half of this year based on deals done and then with pipeline deals - should be interesting [Rosey]" - oh yes, I forgot to report some of what Alex A said, and that is pleasing. The website is looking MUCH better now, although I have to say, I cannot find the promised upload of last night's slides.

[supersonico] 08/2/2019 15:49

Did anyone get any idea of the market size that Eastman believe they are targeting with Cedroz?

This market is under severe regulatory and resistance pressure so I would imagine they see it as a lucrative opportunity in 29 countries.

Any round numbers thrown around last night ?