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 6751 to 6773 of 7750 messages
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DateSubjectAuthorDiscuss
10/4/2019
13:00
I'm pleased MW appears to be taking a James Finlayson double take of the Shore cap Note as it bears no resemblance to the Chairs Inflexion point statement. Either all his years at Bayer have taught him nothing or were getting told a bent Radish. We can only hope that his Inflexion point comments are more accurate than his Short order.
supersonico
10/4/2019
12:22
Yes Brucie. his note is entitled "Dancing in the Dark". sub title as you say, "The hidden attractions of Eden." Reminds me of Salome's dance of the seven veils......when oh when will all be revealed? "Get 'em off roar the investor hoards. And whose head will be on the line?
littlealbatross2
10/4/2019
11:22
Interesting summary on MW. His opinion piece is entitled 'the Hidden attractions of Eden', which I think just about sums up the response of many to yesterday's note: the larger parts of iceburg are not yet visible. In particular the value of Sustainea. I think we knew that.
brucie5
10/4/2019
09:52
Also with the High chance of the Bayer and TT delays being linked imo then once those dots are joined and potentially added to the Bayer 2013 opportunities this share blows up beyond anything Shore cap can realistically project. Their is always a motive behind incongruence aka Why The Lid? Parallel incongruent Universe; 2015..in the coming months got us to 2016 2016..in the coming months got us to 2017 2017..in the coming months got us to 2018 2018..in the coming months got us to June 2018 June 2018..in short order/ Shelf life got us to Sept 2018 Sept 2018..New school year..gets us to Jan 2019. Jan 2019..TT New school year goes to Return to School summer 2019. Jan 2019..Bayer formulation issue .ready Sept 2019. Come on.. The chain is being yanked All guesses all the Time
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.
supersonico
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.
investingisatrickygame
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.
littlealbatross2
09/4/2019
13:04
Indeed ...'Well Understood' like Tobacco and Cancer
supersonico
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!
investingisatrickygame
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.” hTTps://www.theguardian.com/environment/2019/apr/08/pesticides-antibiotics-polluting-streams-europe-wildlife Syngenta..Total Hypocrites.. hTTps://www.opendemocracy.net/en/how-gm-giant-bought-control-of-what-millions-of-londoners-read/ 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.
supersonico
08/4/2019
20:50
hTTps://www.theguardian.com/environment/2019/apr/08/pesticides-antibiotics-polluting-streams-europe-wildlife
brucie5
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.
chrischas
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. hTTps://members.wto.org/crnattachments/2018/TBT/EEC/18_3810_00_e.pdf ………………………. 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 hTTps://www.wsj.com/articles/roundup-the-weedkiller-that-changed-farming-faces-a-reckoning-11554735900 Toxicological Profile for Glyphosate hTTps://www.atsdr.cdc.gov/toxprofiles/tp214.pdf
supersonico
08/4/2019
15:21
Comedy Gold.. Bayer Makes Bid for “Trust” Amid Third Monsanto Cancer Trial hTTps://usrtk.org/monsanto-roundup-trial-tacker/bayer-makes-bid-for-trust-amid-third-monsanto-cancer-trial/?fbclid=IwAR02YP6m_jOZXXfAldwc7htAc_Ul7U4MOD0eOvCtowWA3qfbjtmTebrjjbY 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
14:08
We can all be deluded, especially me. However, 3 AEY is eden's lead and first to market product. Perhaps, incorrectly, I assume the BoD assessed the potential market for 3AEY and its other potential products and chose 3AEY to invest in as that product was seen as a possible company maker which in turn might provide the company with the ability to then invest in other products. Real target market sizes as well as the company's assessment of share of market it may achieve are not known by me, but I would be disappointed if Eden's target sales were a mere £6m. Indeed I would hope it might target £6m as profit contribution for 3AEY. I think 3AEY has many capabilities to defend plants against multiple issues, but I agree that it could take some time for all its potential to be seen and realised. I feel we should take Sean at his word - difficult weather conditions and misunderstanding of when mevalone is best applied. I also have little doubt that individual users will take some first hand experience before chucking out old treatments and going 100% 3AEY. I think we can expect much more from 3AEY than we have seen so far. I also think the reported GP is much lower than we can expect to be achieved in the future. We now know the BoD expect cedroz will be much bigger than mevalone and of course Lykele tells us he expects the insecticide to be bigger still. The past may well repeat itself and we find Eden does not deliver as hoped, but I do expect TT to deliver head lice and possibly other products, I do expect Bayer to launch their new animal products with Eden IP at the centre and of course I expect Sean and Lykele to deliver on sustaine, cedroz, mevalone and some other developments we have little or no knowledge of. As stated, I remain deluded enough to believe a lot will be delivered this year and that we will make a (small) profit. I do hope the company allows updated projections to be made available to the likes of us - before the AGM. As stated by others, it is time our chairman kept his promise. People do make a difference. Some make things happen while things happen to the majority. I had thought that Lykele was one of those who made things happen. To not deliver on something that he said and is completely in his own control is shocking and will be mentioned more than once at the forthcoming AGM.
attyg
08/4/2019
13:19
Are you ready for Roundup Ready People? hTTps://vimeo.com/328277972
supersonico
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?
brucie5
08/4/2019
12:30
"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
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...
brucie5
08/4/2019
11:55
Organic The Natural Solution Biopesticides Proactive Investors - We do not produce pesticides!!!!!!!!
investingisatrickygame
08/4/2019
10:49
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
09:34
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
09:08
We can't expect that from Eden, can we?
northwick
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