Eden Research Share Discussion Threads

[supersonico] 13/5/2019 22:38

BREAKING: Monsanto Hit With $2B Verdict In 3rd Roundup Trial

[brucie5] 13/5/2019 22:08

I look forward to daily rises here of the likes seen on IOF currently; you wait an eternity for a bus and then several come along all at the same time. Likewise JPL. You know what it is when it happens because the story comes together and there is serious interest from stake holders and clear exposition by the CEO. We may not be so far away. But I am curious to see what leadership and clarity is offered tomorrow.

Thanks Sortudo, and please do not hold back from the hard ball questions.

[sortudo7] 13/5/2019 20:25

Brucie, I have a lot of questions to ask but I'm not sure if they will be all answered.
Questions such as: TT/Bayer, Biocides, why they (BoD) have increased their own salaries while the share price hasn't moved up?, Sipcan/Eastman/Sustaine-progress, Lykele's short order and no investment in the company, Are they happy with Eden's PR team? 3aey stage, etc, etc.

[investingisatrickygame] 13/5/2019 17:56

Another delayed trade posted today of 250,000 shares from 10/5.

[attyg] 13/5/2019 17:52

Hope all who attend tomorrow's AGM have the time to post their thoughts.

Any further feedback on cedroz will be appreciated.
To me this is the most significant product to date.
With up to four season a year for the greenhouse vegetables we have a product that takes away seasonality at a stroke.
As outside weather conditions are unlikely to impact nasty nematodes in greenhouse, cedroz sales will not be impacted by weather conditions like 3AEY has suffered these past two years.
Furthermore with growers hearing of the benefit / efficacy of cedroz there are up to four times a year to increase market share.

Eastman is much more a brand developer than Sipcam. I am confident we can look forward to great success with cedroz.

It would be good if the BoD expressed similar views!

[chrischas] 13/5/2019 17:12

Don’t you think it’s strange and funny that Eastman make the first sales of Cedroz in Sipcams’backyard.?

[investingisatrickygame] 13/5/2019 16:29

Supersonico,

they do need to be more exacting in their delivery of message.


In short order as you say is not one whole year! So what did short order mean to him and why has it not transpired?


Why has his investment in Eden Research still not materialised?


What stage of development are we with new products coming on board that he has suggested will be bigger than Cedroz?


Why has the Company not given us one single progress report on Sipcam's evaluation of Sustaine across (19?) products? Please tell us what progress has been made with the encapsulation of their chemistries based products and what progress has been made with the inclusion of our active ingredients for co-encapsulation of their products?


Are these near term operations? Will they have a material effect on Eden's revenues and market acceptance, offerings and positioning in the crop protection industry. If yes, please explain in some detail.

It is crazy that Sipcam has been evaluating Sustaine for 2 years and not one progress report at all. A positive progress report would build momentum into the narrative and the share price, gaining at each step when an update is issued. Eden is far too quiet to justify an investment, providing no value direction and no call to action from their audience. Hence a totally stifled share price.

It is more than reasonable to expect this line of questioning to be answered rather than another year of minimal information feed.

[supersonico] 13/5/2019 15:04

Clearly for Lykele something changed during this year just gone that effected his estimations.

His 'short order' replaced the 'in the coming months' carrots.

I believe he expected TT and Bayer action before now but it has not materialised and I'm yet to be convinced it will happen in the coming September.

IMO he needs to explain as clearly as he is able within the limits of the NDA's what he expected and what has changed without pulling our collective formulation/ shelf life/ back to sKool chain any longer. .

They are simply not reputationally credible or cohesive on these areas of the business as the narrative currently stands.

[chrischas] 13/5/2019 14:05

On an aside I listened to what my wife was watching on the box.Dragons den!! All the investors dropped a good product because the management showed no short term ambition.

I was on my computer in the next room and came in to watch and immediately thought of my stake in Eden!!! Not sure why I am smiling.

[brucie5] 13/5/2019 13:38

But is that a question?

(Without doubting its pertinacity!)

[chrischas] 13/5/2019 12:32

Question? As the Market for chemical treatment has and is radically changed/ changing right now ,my question would be the following. How is the BOD reacting to the change before their eyes?
Surely this year they should be much more proactive and hire on people who can spread their news? No more talking of medium term ambitions.In short get out and sell the bloody stuffL

[attyg] 13/5/2019 12:20

Sadly I cannot make it.

I am most surprised and disappointed you have been told you are unable to attend.
That would be a departure from all previous AGMs and a sad departure.
Eden is a growth story/share and as such always has been welcoming of people who make the effort to learn more about the company.
I recommend you email either Alex or Sean and explain your position. I would be surprised if they did not allow you to join the meeting.

I am disappointed by the progress announced through RNSs and the results, and of course lykele's reluctance to follow his fellow directors by putting his hand in his pocket - something which he alone is in control of yet manages to side step.

I am, however, even more encouraged by eastman's performance and am confident cedroz will deliver this year and increasingly so in the years ahead.

The market cap of this company is woeful and is a huge discount to the true value.
I guess we require to see more evidence of commercial take up before the market sees Eden for what it is/can become.

[brucie5] 13/5/2019 11:39

Thanks Atty. I have just been advised that I cannot. :(

Mea culpa. But I dare say my curiosity will be well represented by others far more knowledgeable about the right questions to ask. I was most appreciative of your feedback last year, including the impressions you drew in relation to the candour and optimism of new chair. Perhaps some of those impressions have been disappointed? May I assume you'll be there again to follow up?

[attyg] 13/5/2019 11:34

Brucie,
I am sure if you contact the company they will be happy to allow you to attend, but you will be unable to vote. They will give your name to the registrar at the door and you will be allowed to enter.
Tha, however, does not stop you asking questions in the informal discussion time pre and post the official proceedings.
If you have not attended one previously, then I recommend attending even if you can't vote.

[brucie5] 13/5/2019 10:53

Sortudo, no doubt you've got no shortage of questions to ask tomorrow. If you'd care to share here, it might be helpful if others here wish to put forward theirs. I dare say there will be several readers here who will be going. Still haven't heard back as to whether I will be one of them.

Here are some of mine:
1.What is the significance/provenance of the 4bn addressable target market 'tomorrow' cited in the published prospectus, and how does it square with the 2bn previous figure used in their presentation? And btw, what does 'tomorrow mean?
2.How are the other applications for 3aey coming along? Eg whitefly. And what is the timeline to the moluscicide?
3.TT and Bayer - what chance of these coming good this year??!!!
4. What's happened to Lykele's promised investment?
5. Sustaine. Can they put any meat on the bone here. Eg. timeline to announcements on commercialisation/ valuations etc. This is of major potential interest to the market, yet is so cryptic as to be invisible.
6. Plans to expand the in-house team. How will this be financed? And when will it happen?

FWIW.

[supersonico] 13/5/2019 10:46

Q..
Are the Sustaine collaborators Sumitomo/ Eastman related?
How is the Cotton ,soybean, wheat trial progressing?
TT and Bayer. Reason for parallel delays? No more loose lids please.
Restructuring? Details?
Seipro / Sumiagaro. Winter post Harvest Apple 2019
EGTOP organic certification. When do we expect to be notified?
Eastman. Choline Product are Eden involved?
Timorex Gold. Is Eden involved?
Metaldehyde replacement ..due time?

[brucie5] 13/5/2019 07:15

Yes, thanks. As you say, I've probably left it too late, but I'll phone my brokers.

[investingisatrickygame] 12/5/2019 16:58

Brucie5 said

"Any of you kids going to AGM? I haven't managed to book yet. What's the best route, given that all my shares are held via nominee accounts."

You should have gone to your nominee co, e.g. Hargreaves Lansdown who would have notified the Company that they hold shares in Eden and in your name and therefore, you are entitled to both attend and vote on the day. If you are lucky, you may still have time tomorrow. If not, you can still attend the AGM, but you cannot vote on the day.

[sortudo7] 11/5/2019 18:09

I also will be attending the AGM next week and I’m preparing my questionnaire...

[supersonico] 11/5/2019 15:50

Areeiro urges the application of treatment to find mildew in half of the strains of O Salnés



The technicians of the Fitopatolóxica Station of Areeiro recommend, of urgent form, that apply treatments against the mildew in the vines of the province. This is reflected in the latest phytosanitary warning, in which they warn that in recent days the conditions favorable for the development of this disease occurred. The technicians have detected oil spots in all the plots with which they work and in other plots that are part of their monitoring network. They warn that if the disease is not attacked properly, it can cause damage to future clusters.

They assure in Areeiro that, in some vineyards, the presence of mildew symptoms is anecdotal. But in others, especially those located in the O Salnés region, the percentage of strains affected is 50%. "This presence of recent spots coupled with the accumulation of moisture at the curds can cause the first grape damage, so it is necessary to apply the treatment as soon as possible, if it has not already been done, to confirm its effectiveness and to repeat the applications by procuring use active materials other than those already used, "they explain at the station. They also advise to control the vegetation so that it does not retain moisture and hinders the aeration of the vineyard.

As for the rest of pathologies that can affect this crop, from Areeiro explain that no symptoms of powdery mildew have been detected, nor is it feared by the appearance of Botrytis, despite the humidity that exists in the environment. Yes, there were traces of Black rot, both in the plants of the farm and in two other plots of the sub-area of O Condado, but they are isolated spots and very punctual. Nor is Lobesia botrana a problem, whose presence in the reference traps is very low. What does concern the technicians is the poor development of vegetation in some vines, because they believe that this may be due to diseases of the wood, which would require a pruning of the affected arm after flowering and when the weather is dry.

Fruit trees and potatoesThe apple trees are other crops that need treatment, especially those varieties more sensitive to mottling. As for the stone fruit trees, the technicians advise to renew the treatments against leprosy. They also warn of the high risk of mildew infection in potatoes.
……………….


The mildew becomes generalized and may begin to punish the cluster, so it needs treatment
The percentage of strains with symptoms is around 50% in O Salnés -The plague tends to get worse.



The oscillation of temperatures, humidity and rainfall became in recent days the perfect breeding ground for the spread of mildew. So much so that the plague is already widespread in the Rías Baixas, and in the sub-area of O Salnés it seems even more dangerous, since it is estimated that 50% of the strains are affected.
The worst is that the situation can still worsen and the damage detected in the leaves can be extended to the clusters, so it is essential to apply phytosanitary treatments as soon as possible, if not done yet.

…………………
The first epidemics of mildew are to be feared.



The rains that have fallen in recent days have resulted in vineyards in Bordeaux, South-West and Languedoc-Roussillon, a probable beginning of late blight and Black-rot.

Overall, the maturity of late blight winter eggs is reached or almost reached and the vegetation is now receptive. The various Southwest Plant Health Bulletins published on May 7 indicate for many areas of probable "contaminating episodes" in case of rain. This is the case in some areas of Cahors, Gaillac, Fronton, Tarn-et-Garonne, or Gers: "From now on, the only determining factor in the management of the risk of late blight is climatology and more particularly rainfall. "Is it indicated in particular? Wine growers are therefore advised to monitor the weather forecasts in the coming days in order to anticipate possible contaminations. In Fronton for example, "15 to 20 mm would be necessary", in Cahors, "between 19 and 30 mm depending on the sectors".

[supersonico] 11/5/2019 15:39

Eden No more



Thomas E. Lovejoy

The first official report of the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES), released on May 6th in Paris, provides the first modern authoritative assessment of planetary biodiversity and related contributions of nature to people (CNP)–dubbed ecosystem services. Ecosystem services are those charities of nature, both nebulous and tangible, that serve as the backbone of human well-being: food, fresh water, clean air, wood, fiber, genetic resources, and medicine.
The IPBES is being called the IPCC of Biodiversity, with the IPCC referring to the Intergovernmental Panel on Climate Change, the recognized assembly of the United Nations created in 1988 to provide global leaders with regular scientific assessment of the implications and risks of climate change. The IPBES, founded in 2012, came slow on the heels of the IPCC for a variety of reasons but in large part because grappling with, gathering data for, and analyzing the myriad features of global biodiversity and ecosystem services are astoundingly complex endeavors.

A scientific assessment of the state of biodiversity and ecosystems services in the context of climate reveals that all are inextricably intertwined, united yet dispersed, invaluable yet monetizable, reflecting nature in its holistic role as the bedrock of human civilization. The 2005 Millennium Ecosystem Assessment served as an early appraisal of the state of life on Earth. The IPBES synthesis is today’s report card, and it tells a short story: Eden is gone. While the planetary garden still exists, it is in deep disrepair, frayed and fragmented almost beyond recognition.

Not unexpectedly, the specific findings are depressing. More species are threatened with extinction than any time in human history. Ever growing human populations and their activities have severely altered 75% of the terrestrial environment, 40% of the marine environment, and 50% of streams and rivers. The health of freshwater biodiversity has been particularly neglected because freshwater is widely understood and managed more as a physical resource vital to survival rather than as the special and delicate habitat that it provides for an extraordinary array of organisms.

The primary drivers of negative trends are also no surprise: In descending order, these adverse impacts include rapid changes in land and sea use, direct exploitation of natural resources, climate change, pollution, and invasive species. Of monumental note is that, collectively, significant destructive forces arise from the actions of impoverished peoples living at the edges of society, working to eke out an existence often with little choice but to have minimal concern for environmental impact.

The role of climate change in biodiversity loss is also severely underestimated because of the lag between rising levels of CO2 concentration and the equivalent accumulation of the radiant heat that leads to warming and biological impact. Ironically, climate change is also, in part, the consequence of biodiversity destruction: The amount of carbon in the atmosphere from degraded and destroyed ecosystems is now equal to what remains in extant ecosystems. The additional CO2 emanating from the combustion of fossil fuels is in fact ancient solar energy that was trapped and converted by ancient ecosystems and is now being released in a geological instant.

While the IPCC reports have documented climate change and sounded warnings, the IPBES report highlights aspects of the degradation of planetary natural systems that equally warrant immediate attention and action. As dire as the findings in the assessment may be, they likely also hold the ingredients of solutions. For example, economists and decision makers are largely unaware of (or chose to ignore) the contributions of natural resources to the Gross Domestic Product (GDP) of indigenous peoples or the poor; at the same time, many of those people are often equally reluctant to embrace the monetary value of local ecosystem services. CNP and ecosystem services are essentially two congruent valuation systems, and both are recognized by the IPBES assessment. The danger is that decision makers are often distant from the actual sites of valued biodiversity and ecosystems; as a result, they do not see actual monetized benefits from the sustainable use of natural resources and so peg the value of these resources at, or near, zero.

Adding to the flaws in the calculus of conservation and sustainability is the surprising inattention to the value of new discoveries from biodiversity and ecosystems to life sciences research. For example, researchers recently discovered that a soil fungus in Nova Scotia can functionally disarm antibiotic-resistant bacteria, a discovery that could transform practices in medicine, agriculture, and beyond. About 70% of drugs used for cancer are natural or bioinspired products. The polymerase chain reaction aided by an enzyme from a Yellowstone hot spring bacterium may have generated close to a trillion dollars of benefit through rapid multiplication of genetic material. The list of treasures uncovered in the elements and processes of the natural world grows daily; at present, however, these kinds of contributions from natural resources to human health and life sciences are neither recognized nor accounted for and so are treated as free and without value.

The IPBES report findings are more than sobering: 35 of 44 assessed targets of the Sustainable Development Goals depend on authentic transformational change to reverse trends of degradation. The assessment concludes that the current course of planetary degradation can be altered only with preemptive and precautionary actions, strengthened laws and related enforcement, dramatic changes in economic and social incentives, increased monitoring of biodiversity and ecosystems, and integrated decision-making across sectors and jurisdictions.

These dramatic changes will need to be supported by leaders, who themselves must promote new ways of understanding the meaning of “quality of life,” ones that value consuming less, wasting less, conserving more, and engaging truly novel approaches to global resource conservation and management. New tools will need to include technologies, creative economic models, and future-facing patterns of social behavior that are respectful of the diversity of needs, cultures, and local resources across the planet. These tools will need to be designed and applied to manage land use, agricultural development, and resource distribution in ways that will feed everyone adequately without further destroying nature.

Happily, the publication of the IPBES assessment coincides with new and hopeful visions emerging from the conservation community that adjust the scale and impact of collective efforts upward dramatically. The Edward O. Wilson Biodiversity Foundation’s goal of Half-Earth was one of the first, with the aim of conserving half of the planet’s lands and seas to safeguard the bulk of biodiversity, including humans. The National Geographic Society has a goal to place 30% of the planet in protected areas by 2030. The Global Deal for Nature, recently published in Science Advances (eaaw2869, March 19/19 issue) is essentially coincident with the One Earth vision from the Leonardo DeCaprio Foundation.

The story of the unraveling of the planetary web of life has been told for decades, well before Rachel Carson’s prediction of silent springs. With its publication, the IPBES assessment, however imperfect, is now the most complete and comprehensive synthesis to date on the state of the health of the planet with all its natural resources and potential for contributing to human well-being. Readers at all levels of government, in the for-profit sector, and in civil society should heed its warnings and act on its vision and recommendations in haste. Together, we now sit at the fail-safe point and must decide what to do; collectively, all sectors must embrace the challenges raised by the assessment, rise to action, and do what we must do to ensure a viable future for our living planet and for humans and the extraordinary variety of life with which it and we are blessed.

[brucie5] 11/5/2019 14:42

Any of you kids going to AGM? I haven't managed to book yet. What's the best route, given that all my shares are held via nominee accounts.

[investingisatrickygame] 11/5/2019 14:33

Northwick is correct. "File not found"

[supersonico] 11/5/2019 14:28

Northwick,

Should work by copying it into search bar.

file:///C:/Users/Owner/AppData/Local/Packages/Microsoft.MicrosoftEdge_8wekyb3d8bbwe/TempState/Downloads/Insetticidi.2019%20(1).pdf