Share Name Share Symbol Market Type Share ISIN Share Description
Eden Research Plc LSE:EDEN London Ordinary Share GB0001646941 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 10.15p 10.00p 10.30p 10.15p 10.15p 10.15p 125,987 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 2.8 -0.5 -0.2 - 21

Eden Research Share Discussion Threads

Showing 6676 to 6700 of 7750 messages
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DateSubjectAuthorDiscuss
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.
brucie5
02/4/2019
15:04
Forever Waiting for Jak2p.
supersonico
02/4/2019
15:01
Brucie5, They are already factored into my calculations. I note that you have no calculations and are relying upon dreams. JakNife
jaknife
02/4/2019
14:52
You'll always be waiting B5.
supersonico
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!
brucie5
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
14:20
Brucie5, You're not making any "points". You're articulating reasons why you want to keep the dream alive. There are two values to think of: A. What the market values the business at B. What you reasonably estimate the right price to pay to buy the business is A is £20m and my estimate of B is a tad under £3m. You have no estimate of B, just some far flung fantasy to support your pre-existing biases. Run some sensible forecasts for revenue growth, profitability, etc and you'll see that they will need more cash in the future. Open your eyes and you'll see (i) a loss-making business that had a significant one-off revenue item, (ii) more accounting shenanigans (capitalising costs), (iii) a board of directors that have gorged themselves in a year when the business has performed poorly and shareholders have gone with nothing. There are hundreds of companies on AIM and whilst EDEN may have some interesting "thing" that it sells it's not profitable, it's got a poor business plan and the directors running it are raiding the larder. EDEN is a dog to be avoided. JakNife
jaknife
02/4/2019
14:00
Eden's Results Presentation - hTTp://www.edenresearch.com/~/media/Files/E/Eden-Research/documents/reports-and-presentation/eden-2018-prelims-presentation.pdf
wan
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. hTTp://www.europarl.europa.eu/thinktank/fr/document.html?reference=IPOL_STU(2019)608866
supersonico
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
12:32
wonderful Brucie5, that must be why the share price has shot up keep dreaming,
jaknife
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.
brucie5
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?
chrischas
02/4/2019
11:59
I can't find my forecasts but do we all agree that these are terrible poor results? * anaemic revenue growth flattered by a one-off non repeating exceptional * losses yet again even after more accounting shenanigans * tangible net assets c£3m * £1.2m of cash burn as £430k of costs have been capitalised straight to the balance sheet * material and excessive rewards for failure of £700k paid to the abjectly hopeless management What value for a loss-making cash burning company with a tangible balance sheet of just £3m? A small discount to tangible net asset value? And yet even after the fall this am the market still values this shambles at £19.5m! If the share price halved and halved again it would still be over-valued and expensive. And on current forecasts it will need to issue more equity to get through to break even. JakNife
jaknife
02/4/2019
11:10
Brucie...Indeed, my view is they are both separate and intertwined. There is a good slug of latent value to be realised from Eden (cue the Chairman's comments), both from the pipeline and even more so from Sustaine....but at the continuing frustration of some investors! I still believe in the 2019/20 time frame in terms of delivering a significant ramp in commercialisation and subsequently share price performance. However, I can fully understand that the previous (a repetitive) delays, without adequate/acceptable explanation, have imparted an additional degree of uncertainty and no doubt to some extent, an element of distrust (in certain statements). But I am going to take the Chairman by his very encouraging words, which are included in his Report from his first full year, and an arguably firmer understanding on what lies both within and ahead. The opportunities presenting to Eden are very large, and Fwiw I am still expecting strategic change, or at least a step change, in order to further accelerate development and ramp-up commercialisation accordingly. Sustaine, on it's own, might well facilitate all of these things!
wan
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.
supersonico
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.
brucie5
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?
weyweyumfozo
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?
investingisatrickygame
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
02/4/2019
09:24
Wan: "...Sustaineä, Eden's patented, natural micro-encapsulation technology, is being evaluated by an increasing number of parties, including Sipcam, on a large and growing number of active ingredients used in crop protection. This technology represents significant medium-term potential for the Company, and we are pleased with the attention it is receiving in the hands of current and new collaborators. 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. " The two things - evaluation of Sustainea, and reorganisation of inhouse capabilities seem to have been almost elided in this paragraph. As though the latter were waiting for the former.. As for 'Significant mid-term potential' - if that doesn't mean this year, then I'm a Dutchman!
brucie5
02/4/2019
08:22
I see Directors salaries and emoluments racing ahead, as they always do and totally out of sync with share price performance and shareholder returns. A Plc has to be cognisant of the way others perceive them and the subsequent image they portray. I am all for being well paid, but maybe the money should be ringfenced and payable at a later date, as and when the share price performance matches and sustains such performance allowing everyone to reap the benefits of cash and the apparent operational success of, in this case, Eden Research Plc. As we look at Eden today we have 1) Ongoing delays in TT and a poor image around the same 2) Ongoing and never ending delays with Bayer and poor shareholder perception of that 3) A Chairman who has still failed to buy shares in this company 4) No update on the evaluation of Sustaine as initially advised in the Sipcam collaboration RNS 5) A share price that has been stagnant for years 6) A share price that is totally illiquid, a point that I doubt has not escaped our Chairman 7) No green funds or similar investing in Eden 8) No further institutions looking to capitalise on Eden being globally, one of a few biocontrol companies with proven product and regulatory authorisation. With such a strong statement being made by Eden, how is this being overlooked by such investment 'houses'?! I wonder if Livingbridge, Finn and Artemis raise these points with Eden and if so, with how much vigour? I'm sure they recognise they invested in a business that is in a regulated environment, but they have heard all the statements from the Company that we have and can equally see that their investment, returns wise, has been sat dead for years. That cannot be acceptable to them yoyoy!!!!
investingisatrickygame
02/4/2019
07:59
It's becoming evermore likely that we will see additional agreements regarding Sustaine.....which appear relatively close and is likely to represent a significant value inflection point. At this stage, I still see a connection between certain comments 'beyond' animal health as possibly involving Bayer.....and boy do they need something as friendly and versatile as Sustaine, but importantly....so do others!
wan
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