Eden Research Share Discussion Threads

[supersonico] 02/4/2019 15:43

Newsweek Gets Ad Money from Bayer, Prints Op-Eds That Help Bayer

Newsweek failed to disclose the chemical industry connections of two opinion writers who argued today in an op-ed that glyphosate can’t be regulated. The commentary by Henry I. Miller and Stuart Smyth, both of whom have ties to Monsanto that were not disclosed in the piece, appeared soon after a federal jury handed cancer victim Edwin Hardeman an $80 million verdict against Monsanto (now Bayer), and said the company’s glyphosate-based Roundup herbicide was a “substantial factor” in causing Hardeman’s cancer.



I do question this Forbes article as well..while were on the subject of Paid opinion Pieces.

Monsanto's Roundup Is Losing Ground, But It's Temporary

[supersonico] 02/4/2019 15:17

Emotional is right..he's still crying from the days Livingbridge and Sipcam made strategic investments when he was promising us all Bucket shops and Death Spirals. LOL

Jak ..Always wrong all the time.

[brucie5] 02/4/2019 15:13

Jak, it's really not good enough to talk about my reliance of dreams, when you won't address the actual investment case. It's like extrapolating from a winter's day that it will be forever cold. either get back to me with your forensic demolition of Mevalone, Cedroz, and whatever you think is NOT under the Sustaina bonnet, which Sipcam seems so interested in, or move on. You're really just being silly, which suggests you have an emotional attachment here - never a good sign.

Get over it and find another share to haunt.

[supersonico] 02/4/2019 15:04

Forever Waiting for Jak2p.

[supersonico] 02/4/2019 14:52

You'll always be waiting B5.

[brucie5] 02/4/2019 14:47

Jak, the points you fail to answer are the revenue models I showed you for illustration. What can you tell me to show that mevalone and Cedroz, backed by Sipcam and Eastman, are effectively worthless? I'm still waiting!

[supersonico] 02/4/2019 14:35

Save us from ourselves oh wise one. Cedroz? ..What Cedroz?.. LOL

Difficult questions ..LOL

0p by Xmas 2017..LOL

[supersonico] 02/4/2019 13:26

Endocrine Disruptors: From Scientific Evidence to Human Health Protection

2 April 19 at 4:30 PM at the EU Parliament, Pr @BDemeneix and RemySlama
will summarize our report on the health effects and regulations of Endocrine Disruptors in the EU.

[brucie5] 02/4/2019 12:54

Incidentally, I was fortunately out of REDt recently when it announced a fundraise at 2p, but have been a fan of the technology for some time. It did concern me that there might be 'read over' for the same situation to arise at EDEN, should they underestimate their need for cash. £2.5 is reassuring, but not, to my mind, an absolute guarantee that they don't already have an eye of how any further capital expense is to be funded, particularly, concerning their 'in-house' reorganisation. But I think your assumption about a 2p fundraise is... err... a risk I'm willing to take. Unlike REDt, EDEN already has a strategic investor with deep pockets, with skin in the game, a recent restatement of interest in its product, and a very lively interest in developing Sustainea. Which is where my interest is also increasingly tending. I think we will hear something in the not too distant, and the company is aware of this, which is why it's also able to flag up its reorganisation agenda. Sales cost money.

[brucie5] 02/4/2019 12:45

But using my 2.4 model, at 1% of total market, let's pencil in a modest 10% of that 1.2bn, which is potentially covered, by Mevalone and Cedroz alone by the time they get their geographical extensions. Plus another couple of years to build sales and trust of growers. That's a revenue of c. 24m stg, is it not, by 2021.

Not convinced? Cut that in half to 12m revenues.

Not including other applications in the crop vertical, let alone Sustainea, and the other two verticals.

What value?

[brucie5] 02/4/2019 12:39

Jak, you don't address any of my points. The share is clearly languishing, but the chart shows a longer term low of 8p, and it hasn't been reduced to that yet. That would indeed present a bargain. That no one is buying seems hardly surprising given liquidity and the markets generally atm. You can even stick your cash in PSN and get 10%.

[brucie5] 02/4/2019 12:29

Jak, don't go away... altogether...

I don't think anyone is currently buying EDEN for its earnings, PE, or dividend. But you pass no comment on the three pieces of news that you might well be expected to have an opinion on:

Mevalone sales up by over 100% to 1.6m. For a relatively small market (total 300usd), would you care to hazard what their current and projected penetration is likely to be, given that they're only working in about half of the total (big wine producers Italy, France and Spain make up about half of world product) and only launched in France since 2017. An effective product launched successfully in a conservative industry is likely to ratchet up sales as it becomes better known, and its applications extended to post harvest. I think this product alone will be able to cover the current costs of EDEN within a couple of years, given the expanding geographies.

Cedroz receiving EU regulatory permission through Malta. This market, as you know is several times larger, and is being marketed by Eastman, very possibly as its successor treatment to existing product, which has had up to 20% of its market. Eastman is, on current evidence, a very able and motivated partner, and keen to get the product to market, as its already appearing in their catalogues. In addition, Cedroz and Mevalone have every likelihood of receiving US approval this year.

Sipcam continuing to assess, with partners, re-encapsulation potential of Sustainea. This is an unquantifiable, but in all likelihood, very large, new potential income stream, with likely outcome this year. Would you care to hazard a guess at values here?

Btw, do the maths on the figure of 1.2bn, which is the current addressable market size for their products. Assuming 20% margin on sales via partners, I make c. £2.4m revenue accruing to EDEN for each percent of market penetration.

I have not mentioned TT and Bayer, which afaic, have been/may have been kicked into touch until September.

[chrischas] 02/4/2019 12:09

"Finally, in 2019 we will increase our focus on the growth of in-house capabilities. Eden has long relied upon out-sourced expertise for a variety of functions, and our management team has been stretched and largely focused on supporting nearer-term objectives. In 2019, we aim to add in-house capabilities with a view to accelerating our growth and capitalising upon existing and new opportunities."

Are the BOD going back to Business school?

[supersonico] 02/4/2019 10:56

I agree Investing the Lack of interest is 'unbelievable' considering what we all hope is coming down the track. I wonder if it's just not their in black and white yet so it's not tangible which concerns investors. Remember also this is not a liquid stock along with Eden have a history of In the coming short order which has not materialised must worry new investors.

On the plus side of having to wait around for so long means my research leaves me very impressed by how many Fingers and Pies Sumitomo have. It's hard to imagine they would not want to be more involved in the coming short order.

If only their were more like Mrs100K about.

[brucie5] 02/4/2019 10:52

Achieved an operating profit, but cash down £1.2m to 2.5. So still a year of spending from the cash pile. Hopefully the last year of doing so, as revenues build for 2019. I have powder dry for whatever it is they're going to be announcing, as this talk of taking things in house will inevitably cost money. Like Wan, I suspect it will be in tandem with news around Sustainea.

[weyweyumfozo] 02/4/2019 10:47

Is it six months from now that a much higher share price is required for some director options to become payable?

[investingisatrickygame] 02/4/2019 10:44

From today's RNS

Chairman's Outlook

"I personally believe that Eden will continue to grow as a leader in its fields and will become a global success story in the industry."


It is getting somewhat confusing with some of Eden's statements. This one appears to indicate that we are a leader and will continue to be so. Add this to the other much re-quoted statements and the total lack of interest in Eden's share price is unbelievable. We (Eden) seem to be talking in a language that is not reflected in the Company's value. Why is this?

[supersonico] 02/4/2019 10:36

Things seem to be brewing and If we optimistically look at some our new Twitter pals one might conclude PR preparations are also afoot for the prophesised events that maybe cometh.

[supersonico] 01/4/2019 20:06

Colin Tudge on food, farming and culture

[chrischas] 01/4/2019 17:42

Well the market is changing brought about sentiment changing,by deeper regulation and repositioning of some of the main players.

Is EDEN hoping their alliances with these players will maximise their sales.

The Tremeloes had a hit song with “Silence is Golden”. If you asked the adopters ,potential adopters have they heard of Eden or their products you will find their knowledge of them is less than 1%.When is this going to change?Will it change ?
This year is pivotal and the developing competition is there and becoming visible.