Eden Research Share Discussion Threads

[tanners] 16/5/2019 09:47

So what's the purpose of dampening?

[supersonico] 16/5/2019 09:35

That's what they would like you to believe imo.

Otherwise ..why Shore cap ? It has a function.

Which is to IncongruScanDampen.

[sandcrab2] 16/5/2019 07:50

Another 3 years then
Christ

Really only suitable for those with a 50 year investment horizon. Pension funds, sovereign wealth funds etc

[brucie5] 15/5/2019 22:02

Sandcrab, I don't expect revenues to be substantial in 2019, but I do expect them to be rising. And as super outlines, there is a lot of news to come along the way, the flesh out the kind of story we can expect on a 3 year time frame.

[supersonico] 15/5/2019 21:40

Commercial news about these will give it a nudge.

Molluscicide news
Insecticide news
Wider Mevalone application
Post Harvest/ Seipro
Cedroz registrations.
EGTOP Organic announcement Eugenol / Thymol / Geraniol
Strategic update/strategic investor/
Bayer news
TT news
Bayer / TT parallel delay revelation..
Sustaine news from Sipcam and collaborators / Eastman
Field crops trials Cotton/wheat/soybean / 'highly potent active agent encapsulated' news
Anti-microbial news Xinova
Any pipeline news

[sandcrab2] 15/5/2019 20:37

All this was said 10 years ago by an excited Sir Ben and Brooks, and that after a previous 10 years of hype

People just get fed up with the endless stories which never seem to come to fruition

The only thing that will move the shares now is SUBSTANTIAL AND INCREASING REVENUE

[supersonico] 15/5/2019 19:49

A damp squib from a company intent on publicly dampening expectations..

[brucie5] 15/5/2019 19:24

Chrischas, while I think that share price predictions have been far too optimistic on here, I remain of the opinion that this year should prove a threshold period, assuming US clearance for cedroz and mevalone, and hopefully, TT & Bayer. Look for the impact on revenues, which I believe will begin to show an exponential curve, albeit from a low base. That won't be ignored.

Sadly, the AGM seems to have been a damp squib.

[chrischas] 15/5/2019 17:33

Well I really do believe that they are keeping the price low..Get an alliance with a Private company ,throw something to another big company and keep raking in some good remuneration. Share holders , wot shareholders?
Well maybe they were 2 busy expanding the company ,getting themselves seen in the market to spend much time on the AGM.Eden that paradise on the sunny horizon.Always just too far but still there.
I said 20-25p by September .Silly me that was far too optimistic

[supersonico] 15/5/2019 17:32

Shore cap are the whipping boy sat in a Incongruent Room that is almost full with Elephants.

[investingisatrickygame] 15/5/2019 16:08

Eden, the Snail in the Garden

I see Michael Walters has it spot on this time.

There is a great deal of frustration around the Eden share price!

The problem is that Eden is not allowed to tell common garden investors what is in the shore cap report even though as owners of the company we have paid for it via fees to the brokers!

Fairly basic Proactive chats are no substitutions for real projections (that we all can see.

Absence of proper broker support available to the private investor!

Can the board come up with a new ay of marketing the shares?

I have been posting the same on here for years, much to the frustration of some here and on other BB's, but it really is obvious. Perhaps Eden will now listen to Michael Walters.

Eden has no traction in the City in regards to buying a position in Eden. Powerscourt who are meant to further the same have made no visible gains. Thus, the Shore Cap report is useless as it falls on deaf ears and a blind audience. They are not looking to see.

An independent report by the likes of Edison or whomever similar would have far greater applicable reach to an audience with ears and eyes that will listen, namely the private investor. Furthermore, they are always looking for capital growth and are only restrained by the £ in their pocket, but they will buy and will buy quickly if the story adds up. Shore Caps clients will of course not respond the same. What is the market cap (oh they're too small), they're on AIM (no good), we do invest in green stocks, but none so young as Eden. The reason are extensive and an investment is often a far more complicated decision. Not so with the private investor.

Eden does need to find a new way of marketing the shares, but in the first place they need TO MARKET THE SHARES. Eden do not market their shares and their toe in the water with Proactive is merely a series of process updates, albeit well explained, but they never give an investor a reason to buy and consequently, they don't.

Eden must surely have learned its lesson over the last 2-3 years in regards to gaining investment in its share price, whom to target, why and how. Everything they have done, which is limited, has failed to incentivise people to invest, but then they have not targeted people (private investors).

Eden sits at a market cap of circa £22 million. The narrative and the price still don't align

It costs $25-$30 million to deliver a biopesticde to market, so $50-$60 million in total, almost three times our current market cap.

The Chairman in the 2018 Annual Report says "the new products in the Company's pipeline aim to address markets which are potentially even bigger that those already covered by its existing products"

Also he states " there is potential for an even greater opportunity around the use of Eden's proprietary, natural micro-encapsulation technology which is being teste by a number of third parties including some of the major agchem companies"

Where is any of this in a three year forecast from the Company?

How is this potential communicated to an investment public outside of this written word in the Annual Report. More importantly, how many people received a hard copy of the Annual Report and how many read/downloaded the PDF.


Eden only talks to a few existing investors who are listening. The rest are asleep and the rest of their target audience has no idea who Eden is or the breakthroughs they are making. I very much doubt those not invested in Eden are reading our RNS's, why would they?!


So MW is right, find a way to market Eden's shares to an audience that is willing to invest, willing to listen, available to listen and who equally importantly, will be your bag carrier of opportunity to other investors.


In my opinion, if we sit here waiting for Powerscourt or a broker to unlock the door then Eden's shares will likely be dormant for some while to come.

Finally and for Powerscourt, the world now seems to really understand that Pesticides are bad for you. Eat fruit, veg and nuts everyone; oh dear, they've been treated with pesticides, so maybe 5-a day is not as good for you as we suggested.


Eden has a major PR opportunity right in the eye of the storm when readers will listen, journalists will listen and knock on Eden's door, doors will open for Powerscourt as a result of the same, the public will go to Eden's website to find out more, hey they might even invest.

Why is Eden not challenging this when their share price is so low, their company value is so undervalued and the newspaper public, I'm sure, would love to hear about them. And it has nothing to do with a small employee base!

Eden, one of only a few biocontrol companies globally with proven products and regulatory approval and yet, the investment world knows nothing about it!!!!!

[supersonico] 14/5/2019 09:45

Old rhetoric Super.

Possibly Investing, but in a rapidly evolving paradigm where the untouchables are getting their Hubris trashed and reputation publicly savaged, where the SustainabilityMegaTrend is being kicked up a gear or two, the statement and more importantly the products/technology has way more currency.

Eden's time has come ...as you can see by the volume of trades today:)

[brucie5] 14/5/2019 09:37

Yes, major question is how they intend to effect the 'strategic change' that Wan speaks of. They have intimated they intend to bring in more staff: but this will require extra spend. So how will they do this without a further RI?

[chrischas] 14/5/2019 09:30

Oh dear!
If they don’t indicate today how they ate going to immediately go into overdrive they will surely miss out. They have access to whatever Sipcam know from their lab but not the capability or personnel to exploit it or understand it.
If they are not careful they will be superseded by all the competition just as Eastman stole a march on Sipcam in the short term

[ipeesquint] 14/5/2019 09:24

“No new material will be disclosed in the presentation” from today’s AGM statement. You have to ask ......what the point of Sean presenting it is then.

[investingisatrickygame] 14/5/2019 07:27

Old rhetoric Super.

I hope they're delivering a lot more than that today.

[supersonico] 14/5/2019 07:09

It is clear that the world of agchem, whilst inherently conservative, is swiftly undergoing major disruption due to external drivers such as regulatory issues, resistance problems with conventional pesticides, and the ever-increasing cost of the registration of new products. In this environment of turmoil and disruption caused by the removal of important conventional pesticides from global markets at a rate that is troubling for farmers, Eden is well-placed to sustainably and effectively meet many of the current and future needs of growers. Eden's products align perfectly with the course set for the industry by changing public policy and increasingly challenging regulations, and we aim to ensure that the Company, our shareholders, growers and our commercial partners benefit from the success that this alignment will bring."

[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.?