Eden Research Share Discussion Threads

[supersonico] 10/4/2019 09:15

'Why has Eden given it and why have they given it now?'

Good question Investing especially as most of the Edenberg IP pipeline value is hidden from view atm and as such cannot be valued or commented upon. Sustaine Colaboration / Bayer 2013 / Organic market / TT collaborator detail / Sumitomo Seipro .

Any comment that is made is bound to be conservative imo because of this. Medium term I also believe that the Bio pesticide market growth predictions will prove conservative as awareness grows and the producers catch up with demand.

Add the production of this report to Eden's ramped up Proactive presence and talk of expansion and Twitter friends in the PR world at least points to an EDEN spring after years of relative PR hibernation.

[investingisatrickygame] 10/4/2019 08:48

If Eden is going to update outdated market forecasts why are Shore Capital even issuing a report. That makes no sense to me. The whole market needs a breakdown and understanding of value, not a select and covert few as chosen by Shore.


This is yet more frustration around Eden and how they go about informing and distributing information. They know the market is expecting a report as they themselves have advised via the Proactive presentation. So why do they allow Shore to issue such a report? Shore issue based on guidance so Eden, one assumes, must have given it. Why has Eden given it and why have they given it now?


As nearly always with Eden, I am perplexed and enormously frustrated at the lack of clarity, delivery and product and market understanding from Eden and ultimately the climb to share price value, whatever that is with Eden. Eden has to be one of the most opaque (as attyG would say) companies I have ever invested in.


Let's hope someone bids for Eden, the "gamechanger" and puts shareholders out of their misery whilst delivering a reasonable return on their investment.

[littlealbatross2] 09/4/2019 16:36

Shore comment and base case scenario target price posted by a poster on the MW site for those with access.

[supersonico] 09/4/2019 13:04

Indeed ...'Well Understood' like Tobacco and Cancer

[investingisatrickygame] 09/4/2019 10:28

Super,

Quite right. It is inconceivable that Eden will not/might not truly differentiate itself and label itself properly.

It is a key marker and this lack of proper understanding may account in part for such a lack of activity in the share price.

A properly delivered and understood Eden could see the share price multiply to a fairer value!

[supersonico] 09/4/2019 07:50

“There is an undeniable demand for a shift in our industry,” said Alexandra Brand, the chief sustainability officer of Syngenta. “We will put our innovation more strongly in the service of helping farms become resilient to changing climates and better able to adapt to consumer requirements, including reducing carbon emissions and reversing soil erosion and biodiversity decline.”



Syngenta..Total Hypocrites..



How a GM giant ‘bought control’ of what millions of Londoners read
The Evening Standard’s lucrative deal with Swiss chemical giant Syngenta shows how commercial giants pay for news – with readers left in the dark.

[chrischas] 08/4/2019 19:24

Get your own hen coop if you want organic chickens but don’t forget to put them to bed 365 days a year.
Otherwise its a pound an egg and about £20 a chicken.Well that’s my guess for the next few years.I am talking about how a farmer has to earn a living.

[supersonico] 08/4/2019 18:47

Interesting examples of how in growing Organic market demand is outstripping supply and the derogations that are issued which means the Chicken that B5 has with his Organic veg is not as Organic as he might have imagined ;)

(4) Article 42 of Regulation (EC) No 889/2008 allows, under certain conditions and when organic reared pullets are not available, for non-organically reared pullets for egg production of not more than 18 weeks to be brought into an organic livestock unit until 31 December 2018.

(5) Production of organically reared pullets for egg production is not sufficiently available, both in terms of quality and quantity, on the Union market to meet the needs of laying hen farmers. In order to allow more time for the production of organically reared pullets for egg production and to establish detailed rules for the production of organically reared pullets, the period of application of the exceptional production rules for non-organically reared pullets for egg production of not more than 18 weeks should be extended until 31 December 2020.

7) Organic protein supply is not sufficiently available, both in terms of quality and quantity, on the Union market to meet the nutritional requirements of pigs and poultry raised on organic farms. The production of organic protein crops is still lagging behind demand. It is therefore appropriate to extend the period in which it is allowed to use a limited proportion of non-organic protein feed for porcine and poultry species until 31 December 2020.


……………………….

Plus with head lines like this from the WSJ 'Roundup, the World’s Best-Selling Weedkiller, Faces a Legal Reckoning' that shortage is likely to persist.

Plaintiffs’ lawyers say research was skewed by company cooperation with scientists; Bayer AG says the product is safe



Toxicological Profile for Glyphosate

[supersonico] 08/4/2019 15:21

Comedy Gold..

Bayer Makes Bid for “Trust” Amid Third Monsanto Cancer Trial



Bayer AG, which bought Monsanto last summer, said Monday that it was making scientific studies available for public scrutiny in an effort to counter growing concerns about the safety of Monsanto’s flagship glyphosate-based herbicide products.

“Transparency is a catalyst for trust, so more transparency is a good thing for consumers, policymakers and businesses, Liam Condon, president of Bayer’s crop science division, said in a statement. Safety, he said, is the company’s top priority.

The comments come as pressure is mounting on Bayer management as roughly 11,000 people are suing Monsanto alleging glyphosate-based herbicides such as Roundup cause non-Hodgkin lymphoma, and Monsanto has hidden the risks and manipulated the scientific record. The first Roundup cancer trial resulted in a jury verdict of $289 million in damages against Monsanto, though a judge later lowered that to $78 million. The second such trial ended last month with a jury verdict of $80.2 million against Monsanto. The third trial is now underway.

[supersonico] 08/4/2019 13:19

Are you ready for Roundup Ready People?

[brucie5] 08/4/2019 12:38

Miranda, don't go away, please. What are your expectations for Mevalone sales for 2019, and how do you reflects upon the notional $300m total market for botrytis. Does that include wine producing grapes alone?

[mirandaj] 08/4/2019 12:30

"Pesticide" is the correct umbrella term as wan has said. It is more well understood Worldwide than "bio-pesticide".

[brucie5] 08/4/2019 12:27

Anything appearing in the Daily Mail should be taken with a generous portion of copper sulphate. They are of course playing to an audience which would in general rather eat rats bladders treated with sheep dip than endorse anything so subversive as 'organic'.
Nevertheless, as someone who does get a weekly organic veg box, I wasn't exactly pleased to hear that my potatoes could be poisoning me...

Could this be one for Mevalone, then? Though it's not certified organic...

[investingisatrickygame] 08/4/2019 11:55

Organic

The Natural Solution

Biopesticides

Proactive Investors - We do not produce pesticides!!!!!!!!

[northwick] 08/4/2019 09:08

We can't expect that from Eden, can we?

[supersonico] 08/4/2019 08:56

I'm also wondering if this was a pragmatic move to provide an alternative to more controversial Copper sulphate based products often used in Organic Farming systems as a fungicide.





Professor Tony Trewavas, an Edinburgh University plant scientist and critic of organic food, said copper compounds were 1,000 times more toxic than fungicides used on non-organic potatoes.

"It's not only poisonous for people, but also for wildlife," said Prof Trewavas.

"The trouble is, organic farmers haven't got anything else to replace it. Blight destroys the whole crop - it gets into the leaves and you end up with nothing. Organic farmers cannot afford to lose a crop."

[attyg] 08/4/2019 08:36

Super, your post 5976is most interesting. I had understood 3AEYcould not be classified as organic. Perhaps this classification may be changed?

[investingisatrickygame] 08/4/2019 08:35

:) :) :)

Reach RNS!!!!

[supersonico] 08/4/2019 07:38

Expect/ed a Reach RNS for the Araw Organic development and detail.

[supersonico] 08/4/2019 06:44

The biological control in Almería reaches almost 23,000 hectares.



The territorial delegate of Agriculture, Livestock, Fisheries and Sustainable Development, Aránzazu Martín Moya, has highlighted "the important commitment that the Junta de Andalucía has been developing for integrated production as a sustainable production system that guarantees environmental protection, quality and safety of the farmers ".

Martín, who has attended a Conference on Biological Control and Integrated Production in Protected Horticultural Crops, has emphasized that "biological control is the guarantor of the sustainability of productions and of the adaptation to the tastes of the current consumer, which every time more inclines towards the food produced in a more natural way, which leads to an increase in the demand for sustainable means of production in which not only productivity, but also safety, quality and environmentally friendly techniques can converge "

The delegate therefore considers that "you should not lower your guard in everything related to biological control", as it is "one of the hallmarks of agriculture in Almeria and provides added value to production."

For all these reasons, Aránzazu Martín has underlined the importance of this type of meeting between technicians of the administration and the agricultural sector in Almería "to continue moving towards a sustainable agriculture".

During the day the head of the Integrated Production Unit of the Department of Plant Health of the Delegation, María Paz Rodríguez, explained the importance of Biological Control and Integrated Production in Protected Horticultural Crops (pepper, tomato, eggplant, courgette, cucumber, melon , watermelon, Jewish) in Almería, which has a biological control surface of 22,700 hectares, of which 9,933 hectares are of Integrated Production, 4,604 producers that apply these techniques grouped in 29 APIs (Integrated Production Groups) and advised by 122 competent technicians (Source of this information "Andalusian Integrated Production Register").

In this meeting, held at the Francisco Villaespesa Public Library, it was addressed to technicians who provide specialized advice on plots of integrated production of protected horticultural crops in Almeria. It has addressed issues such as Biological Control in Cucurbitaceae, by María del Mar Téllez, Center IFAPA La Mojonera. The role of Biodiversity has also been analyzed as a tool that contributes to improving the Biological Control of pests. Design of functional hedges. Tools available, by Mónica González, from the Las Palmerillas de Cajamar Experimental Station and María Estefanía Rodríguez, from the IFAPA La Mojonera Center.

Another of the issues dealt with was the BIOPLAN Project "Biodiversity and Biological Control", by Mónica González, from the Las Palmerillas Experimental Station in Cajamar. Finally, the topic "Diversity of Organisms of Biological Control in greenhouses of Horticultural Crops-Almería, by María Dolores Alcázar, of the Laboratory of Production and Plant Health of Almería.

The participants in this conference took part in a colloquium where questions were presented and the aspects on which it is important to continue carrying out studies to solve the problem of greenhouse horticultural crops were collected.

[supersonico] 07/4/2019 00:03

Investing,

From the interview.



'What is the greatest satisfaction in your career?

In confidence, the best is how the story has changed, from when we knocked door to door of large companies, explaining how good our products could be in a future, to the moment when are those large companies that come knocking on your door to propose serious alliances, collaborations and projects. It is really satisfying.'
………………...

Sumitomo's approach seems to me to in many ways value the nimbleness of the smaller company and their ability to respond to trends much earlier than if they buy up everything and put them under the tighter more restrictive apparatus of the Corporate structure.

The model looks to like ownership in some circumstances but in many the model involves collaborations, platform sharing and partnerships thru cooperation to accelerate the development in their chosen direction of travel. This looks to me to have been a strong factor over the last 5 years in the Bio markets.

So I would not be surprised if Sumitomo via Sipcam or Sumiagro reinforce that model by establishing deeper roots with Eden and may even want to protect their independence to facilitate further developments and foster innovation in the Bio/natural sphere .

[investingisatrickygame] 06/4/2019 23:40

The industry will know what Eden has and it will know Eden is vulnerable as measured by its share price and long suffering shareholders. I still don't think Eden currently, is capable of resisting a bid, should one come in.