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
  0.00 0.0% 8.25 8.00 8.50 8.25 8.25 8.25 0.00 07:49:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 2.8 -0.5 -0.2 - 17

Eden Research Share Discussion Threads

Showing 6726 to 6748 of 8750 messages
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DateSubjectAuthorDiscuss
08/4/2019
11:30
"Pesticide" is the correct umbrella term as wan has said. It is more well understood Worldwide than "bio-pesticide". https://uk.advfn.com/cmn/fbb/thread.php3?id=42578341&from=379
mirandaj
08/4/2019
11:27
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...
brucie5
08/4/2019
10:55
Organic The Natural Solution Biopesticides Proactive Investors - We do not produce pesticides!!!!!!!!
investingisatrickygame
08/4/2019
09:49
AttyG, thank you for your contribution....I don't wholly disagree with you. Label extensions for Mevalone appears to provide some relatively low hanging fruit thats' ripe for picking in my view. But I would ask, how many times have Eden/Bayer said they were launching and it never happened.......far too many! So, with regard to Bayer, I remain completely unimpressed, given their capacity and expertise. In simple terms, I would say use it or loose it, but it's not as simple as that! With regard to the head-lice treatment (which has suffered similar delays!) and indeed other consumer products, I would be very surprised not to see strategic change, time will tell (I am sticking to the possibility of a connection between the delays with Bayer and Head-lice). Regarding a strategic investor; It could yet be Sipcam increasing their investment (or jointly). But with regard to another strategic investor, surely it depends what such an investor would bring to the party? Clearly some have far greater and/or preferred market access than others. Other than a strategic investment, and as I implied, Sustaine may provide for multiple license opportunities, and therefore upfront payments and sales royalties are likely to become payable. Obviously some patience is still required, but most of us agree that change is going to happen (in one form or another), and it's now about the catalysts and how we get there!
wan
08/4/2019
08:34
Good to hear from you Attyg. "I expect 3AEY sales to increase by possibly as much as four times as much as last year. " That would be huge indeed, c. £6.4, which would cover expenditure. But on a total addressable market of $300m, assuming a margin of profit to EDEN on 20%, that would make over 12% of that market figure. (I make £.48m for each 1% of that $300m). I'm also not sure if that 300m is for the total world market in botrytis (including territories that are not yet permissioned), in which case that 12% market share would be 24% on $150m. So in other words, maybe a bit ambitious? But wdik. Re. milestones, yes. Hopefully they will once again play a material part in revenues.
brucie5
08/4/2019
08:08
We can't expect that from Eden, can we?
northwick
08/4/2019
07:56
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. hTTp://npic.orst.edu/factsheets/cuso4gen.html hTTps://www.dailymail.co.uk/news/article-505427/Thousands-tons-organic-food-produced-using-toxic-chemicals.html 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."
supersonico
08/4/2019
07:36
Super, your post 5976is most interesting. I had understood 3AEYcould not be classified as organic. Perhaps this classification may be changed?
attyg
08/4/2019
07:35
:) :) :) Reach RNS!!!!
investingisatrickygame
08/4/2019
07:05
Brucie...The answer to your question re Lykele is a simple one in my view. Given what is under the radar in terms of discussions and evaluations etc (which we know are taking place), he will have to wait until the market is up to speed, hence I think the most likely route will be via/or after any strategic update/investment. I am acutely aware of confirmation bias, hence I am also critical of certain aspects. As I said in a previous post, "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!" In other words, Sustaine might provide all of the necessary cash to ramp-up commercialisation. Btw, it's Sustaine (not Sustainea). Also, I am impressed by Eastman (thus far!) especially their significant 'investment' to date, plus I like the fact they include Eden in their description of the technology - High-tech formulation The Cedroz formulation, patented by Eden Research plc, uses a natural microencapsulation technology. This innovative system promotes suspensibility without the use of emulsion solvents. Once applied to the soil, the capsules provide modulated and gradual release of the two terpenes through the microporosity of the capsule wall. hTTps://www.eastman.com/Pages/Cedroz-Overview.aspx Having be closely involved in the development of Cedroz, Eastman will be very aware of the potential that Sustaine could deliver/achieve.
wan
08/4/2019
06:38
Expect/ed a Reach RNS for the Araw Organic development and detail.
supersonico
08/4/2019
05:44
The biological control in Almería reaches almost 23,000 hectares. hTTps://www.noticiasdealmeria.com/el-control-biologico-en-almeria-alcanza-ya-casi-23.000-hectareas 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
06/4/2019
23:03
Investing, From the interview. hTTps://www.futurecobioscience.com/en/leaf/the-origins-of-this-business-in-first-person-62.html '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 .
supersonico
06/4/2019
22:40
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.
investingisatrickygame
06/4/2019
20:39
I think you need to hope it won't be taken over any time soon.... Or 30p could be all you get for your patience.
brucie5
06/4/2019
15:44
Eden will be a shadow of it's former self by the end of 2020..is my considered opinion. If it's sold for less than £5ps then AttyG will not be happy..
supersonico
06/4/2019
13:33
Thanks Wan. I must say, it's great to have such knowledgeable posters to bounce off, including of course Investing, Atty, Super, Paolo, and others. My fear, nevertheless, is that we suffer from confirmation bias, which is why I think it's important to see how cash will be prioritised before any hockeystick rise in revenue can be assured. So at this stage, I think it's wise to hedge one's bets: be ready for for further opportunities to buy in. And to those who say otherwise, I would ask, why is Lykele not doing so yet? Or any other private high networth? Interestingly, over at JLP, which has suddenly become a hot stock with apparent TERN like potential, there was a huge investment made Friday by an independent investor, buying 9% of the company. There is no shortage of private capital waiting for the right opportunities. To my mind the signals are not quite there yet with EDEN, though I hold quite a slug of shares. There are four distinct signals that I will be waiting for, each of which individually may not significantly impact the share price. 1. US clearance for Mevalone/Cedroz. 2. Bayer 3. TT/headlice. 4. Sustainea. I will be waiting for the one which enables me to buy a full holding with the greatest confidence. And we both seem to believe it may be Sustainea, with a rights issue.
brucie5
06/4/2019
13:21
"Big companies cannot afford the time with all the money they have, what they can do is buy other smaller companies that have agrobiological inputs like us." That's exactly how I see Eden. Vulnerable to a takeover!
investingisatrickygame
06/4/2019
09:49
Reflective Interview with biologist Rafael Juncosa Founder of Futureco Bioscience (Sumitomo partner) about the evolution of Biopesticide companies over past 20 years and I guess we can read across to the ER evolution. hTTps://www.futurecobioscience.com/en/leaf/the-origins-of-this-business-in-first-person-62.html 'Did you know that the environmentalist dream would become a demand from society and worldwide governments? Yes. We realized 20 years ago. Large companies are now beginning. They start 15 years after we started thinking about NOFLY. We have 15 years of experience in biopesticide products. Big companies cannot afford the time with all the money they have, what they can do is buy other smaller companies that have agrobiological inputs like us. Do you think that the current context is favorable although the registration processes to commercialize these products are too long? Time and barriers of registration are both changing. Although the requirements are the same for approving a product to enter the market, it is becoming increasingly easier. The time it takes is shortening, and not only in Europe, where the process is the longest. In the United States, South America and Morocco registration is shorter. In countries like Peru, when a chemical pesticide takes from 2 to 3 years to register, a biopesticide takes only eight months to be registered. Morocco also prioritizes agrobiologicals on agrochemicals. There is an institutional awareness in specific countries to facilitate registration , marketing and use of these products'. '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.'
supersonico
06/4/2019
08:19
So Inflection point 2019/20..what will it bring? Sumitomo affiliates and Eden Partners announce further product launch under SEIPRO. Eastman Cedroz country approvals and possible Collaboration on Sustaine. TT deal with Sumitomo/Partners announced including Headlice. Clarity on Bayer Animal Health Formulation BS and further details of any wider (2013) collaboration, if any. Eden expand in-house capabilities reflecting anticipated new commercial visibility and prosperity. Possible further capital raise in some form , possibly strategic investor or larger stake from Sipcam to capitalise next stage of companies growth and cement further the Sumitomo and/or Eastman relationship Eden Pipeline Products Two.. beyond the current Vertical content starting to be discussed and including Anti-microbial products. Possible commercial relationship with SCJohnson and further relationships facilitated by Xinova. All Guesses all the time.
supersonico
06/4/2019
07:44
Recall that Mevalone (trade name Novellus) via Sipcam is awaiting product approval in Australia. Given the climate in Australia, I found the following Report an excellent read and very interesting. Of particular interest was the pages concerning Botrytis, given that botrytis is the 'initial' target disease for Mevalone, but there is of course potential beyond just botrytis eg powdery mildew, which is also covered in the Report. It effectively highlights the importance of controlling botrytis (which of course is applicable beyond Australia), so although Australia can be extremely dry, the positioning of Mevalone as 'also' providing an insurance in terms of 'prevention', could prove very valuable indeed to the Australian and other grapevine markets (both wine and table grapes). Excerpt - Many effective fungicides cannot be applied to wine grapes post-véraison because of maximum residue limit (MRL) restrictions imposed by export regulations. Consequently, when bunch rot occurs, growers are faced with decisions about when and if to harvest the fruit. Grapevine management guide 2018–19 Pages; 21 Determining bunch rot impact on wine quality 22 Why does management of bunch rots fail in the vineyard in some seasons? 22 Impacts of botrytis on grape and wine composition and thresholds for contamination 23 Conclusions and further work hTTps://www.dpi.nsw.gov.au/__data/assets/pdf_file/0011/826355/grapevine-management-guide-2018-19.pdf
wan
06/4/2019
07:02
Clive Knew it aka Seeing Sumitomo everywhere. Sumitomo Announces New Mode of Action for Adult Mosquito Control 2014..According to Sumitomo, extensive trials have confirmed the efficacy of this product against both resistant and susceptible malaria transmitting mosquitoes under both laboratory and field conditions. “As this product has a different mode of action chemistry from currently available interventions, it is also ideally suited for use in resistant management strategies and will therefore help preserve the effectiveness of existing vector control tools.” hTTp://tinyurl.com/y6gj7ox9 2015 "Products that exhibit immediate and sustained efficacy against lice and their eggs, safety, and ease of use are well-positioned to secure market leadership in a relatively short time frame. The incumbent treatments not only fall short with respect to these qualities, but they also suffer when highly-adaptable lice develop resistance to many of the most effective synthetic actives. We believe TerpeneTech's products will fit a major unmet market need". Over the past four years TerpeneTech has developed a number of products using Eden's GO-Eâ„¢ encapsulation system and IP, some of which now form the basis for products in areas outside of the biocides sector, for which TerpeneTech already has the exclusive rights from Eden for certain applications. hTTp://tinyurl.com/y2luc844 2014 'The extension of the agreement follows on from the commercial launch of two TerpeneTech pet odour neutralising products for companion animals in France. The products utilise Eden's encapsulation technology and marked the first ever commercial launch of products using Eden's intellectual property ("IP") and expertise in encapsulation. The extension of the agreement will allow TerpeneTech to launch a range of additional products using Eden's IP for agro-industrial use in ant, mite and insect control as well as consumer products that address outdoor insect control, odour neutralisation and carpet bugs'. hTTp://tinyurl.com/y4qsfosk
supersonico
06/4/2019
06:06
Brucie...I see that we are now on a very similar page, but I would add that, other than a very large windfall from Sustaine (quite possible or indeed also include a strategic investor!), it's possible that another strategic investor (other than Sipcam) may emerge. However, I note that Sipcam will need to maintain a minimum 7.5% holding in order to have the right to appoint a director to the board of Eden. The permutations of how the growth opportunities are facilitated and realised are many, but from my perspective it's not a case of if, but when, and I believe it will set the stage accordingly. So, 2019 could provide for some form of positive re-rating. Put another way and depending of the detail and the credibility, the market may start seriously looking forwards and factoring in some growth prospects, especially if product approvals are also forthcoming, of which there are quite a number pending! As we both agree, 2020 is when the ramp-up should kick in proper and importantly it will not be a one off event.
wan
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