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
  -0.05p -0.48% 10.35p 10.00p 10.70p 10.40p 10.35p 10.40p 104,674 08:26:48
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 6801 to 6823 of 7525 messages
Chat Pages: Latest  277  276  275  274  273  272  271  270  269  268  267  266  Older
DateSubjectAuthorDiscuss
16/4/2019
13:17
Good to see more Director Buying.
supersonico
16/4/2019
13:15
And also today, the CEO and FD top up their holdings, an encouraging sign.
wan
16/4/2019
11:42
AA has one job..imagine what the fellas at the Bank of New York (Nominees)get paid. The top fellas have over 20 Jobs each. How they manage all those roles without being Incongruent is impressive and Warrants a good pay packet no doubt. I expect they holiday with Bezos who shares a similar passion fand Novels
supersonico
16/4/2019
09:26
Brucie...Yes, I read that article too. And further it confirms what we know, that sustainability and the impact companies have on the environment is coming onto, and indeed climbing up, just about every agenda!
wan
16/4/2019
09:12
Wan, given this morning's discussion of LGEN's increasingly interventionist mode of shareholding, including a blacklist, you'd have thought that the obverse would be equally important for Big Money: ensure the survival of cos that promote environmental solutions. One hopes this is effectively, via Sipcam/Eastman already happening. The money is abundant. The money is there: but it should be helping to expedite the benefits of the tech to the world, as swiftly as possible.
brucie5
16/4/2019
08:27
If I were either AA or SS, I would be in no hurry to move the business anywhere that compromise those salaries and terms... That was a fat payrise from 143 to 190k! For what, exactly? Otherwise, a good report. Very clear.
brucie5
16/4/2019
08:13
A quick read of the AR and I note a couple of things, Sustaine gets a specific mention as a third product, and we appear, on the face of it, to have gained another investor holding over 3%, Bank of New York (Nominees).
wan
16/4/2019
07:17
Skimmy Flick Vert 2&3 on Page 10 looks to have evolved. hTTp://www.edenresearch.com/investors/reports-and-presentations Sumitomo strategic investment ahoy.
supersonico
16/4/2019
06:47
I have not seen the broker note from Shore Capital, but I note that some are unhappy with the price targets and potential valuations. Personally, I will be happy to see Eden secure further regulatory approvals, increase sales and subsequently double in price, but also knowing there is further potential to be realised beyond this adds to the investment attraction. Shore Capital has no doubt outlined how the price target/valuations might be realised, which is no doubt based on steady progress in terms of regulatory approvals, utilising the current cash reserves and a continued increase in sales across existing and new products. But that is one scenario! Another scenario (not the only one!) would be via additional strategic investment (new, an increase, or both), which would accelerate commercialisation and increase/enlarge the target markets and thus valuation potential. Sipcam came on board as an investor driven by a strategic rationale, it's unlikely that that rationale has changed, especially given the raft of pending authorisations and indeed the ongoing evaluation of Sustaine, for which the current and pending authorisations only increases the validation of Sustaine and therefore the near certainty that there is scope to exploit the technology beyond the current markets and products. Thus, I am still expecting strategic change!
wan
15/4/2019
16:59
Your being too opaque for me Chris so I'll consult with Mrs100K to see if I get a clearer picture of TMP;)
supersonico
15/4/2019
16:45
Brucie, I made my point a couple of days back! Enigmatic? I think I have partially solved an enigma which allows me to be less nervous and more relaxed on the share performance. Like everyone else here we can all see through our own crystal balls and come up with different conclusions. Mine is mid term IF all goes well. Hope I am not being too opaque
chrischas
15/4/2019
16:42
I hope your right Chrischas..We all could do with some of what TMP is waiting for.
supersonico
15/4/2019
16:06
Chrischas 15 Apr '19 - 15:35 - 6041 of 6041 0 0 0 The main player in this is holding for that ------------------------------------------- Chris, was this line supposed to be enigmatic, or am I being foolish?
brucie5
15/4/2019
15:35
Some sense is prevailing in this forum.! It is likely that the price is 18 months to 2yrs away before potential real rises. The main player in this is holding for that. Just like the Masters round 1 ,you won’t believe what will happen on the way .Throw in some big players ,some unexpected disasters, a bit of weather,politics and economics .Oh and a further tech breakthrough and you have a very bumpy ride.
chrischas
15/4/2019
15:13
It is possible that Shore has it just about right at their 25p valuation on the basis of Mevalone, Cedroz, CP and CAPs, conservatively discounted back, and without including Sustaine or G3Y. That is to say: until we get evidence to the contrary, we know EDEN is cheap as a chips. Sipcam and Eastman will have a far more realistic idea of its value to them, and this will increasingly, underwrite the share price. We know what we are waiting for in 2019, and how significant those announcements will be in further derisking the business case. Notwithstanding that, it's going to be a waiting game to see those revenues build. MW writes of £3.7m for 2019 rising to £5.7m then to £8.5m for 2021, with adjusted pre-tax losses of £900,000, £300,000, then profits of £500,000 for 2021. While I sense predictions here may have been way over hyped for the short term, I think if we get all the ducks in a row this year, the share price could easily pop the 20p level for good, and then at least we'll be on our way, with Shore's fair value in the rear view mirror. It's amazing what difference a bullish share trajectory can make to investor perceptions! Given that my perspective remains a three year view, I'd be happy with that. And it might suggest that this is about the best level to get in.
brucie5
15/4/2019
15:12
Super, I agree
investingisatrickygame
15/4/2019
14:28
Investing, Why and how could our Directors believe that 47p represents good shareholder value given the previous commentary and market conditions. Eden concedes the values that they and SC work to are 'conservative'. I'd find it hard to believe the MW stalwarts or the long term Institutions would consider that fair value.
supersonico
15/4/2019
13:30
Super said "Strategic investment ahoy or Vertical sale." I can't personally see the former. I know wan has mentioned the same. I can only see this if they are going to start separating the verticals, beef up one (crop protection) and effectively partner from there. A vertical sale from what we can see from that we have been told would only point to crop protection again, wouldn't it? But who would pay what Eden might want for CP only when Eden see their potential contribution to CP as 'significant'? I'd have thought a bid for the whole company is more likely, blind side private investors with a happy return and catch Eden out whilst they are unlikely (in my opinion) to be able to defend such a bid. £98 million as per the report values Eden as 47pence per share. Now with no value factored in for Sustaine and all the success it might be having with Sipcam in their evaluations, Eden might reasonably argue that 47pence is a steal and that we should all reject such a bid, if one was forthcoming. But how would investors protect Eden and themselves if they cannot see and understand the value of Sustaine (even at this stage), understanding that such value will rise and increasing adoption across verticals takes place. Simply put, private investors and I suspect the few major investors do not know if Eden is currently worth 47pence or £2.47. Therein lies the share price problem and the illiquidity issue that makes Eden such an unattractive investment to (I assume) many. Where's the green funds? Where's the institutions? Where are the private investors?
investingisatrickygame
15/4/2019
11:28
Of Course with a Baffled head and Short order confusion one might well speculate that Lykele had a deeper look at the opportunities that Crop protection alone offered and the work load that involved and decided to prune/concentrate the Eden tree harder than he had originally anticipated or told us about...after all if you watched all the Proactive interviews, verticals 2 and 3 barely get a mention. Is Eden setting itself up to be a solely Crop protection company..one might enquire? Also in context the Bayer numbers follow a downward theme/trend that matches the reported delayed progress and lowering of expectations. 'The chairman said: “Sustaine clearly has such a wide-variety of applications, which is excellent, however, I think the approach being taken by the Company to concentrate its efforts on a handful of different market sectors, initially, is sensible. “In the longer term, I will strive to help Eden become a significant player in the crop protection, animal health and consumer products sectors, which I believe it can be." hTTp://tinyurl.com/yavym9nr
supersonico
15/4/2019
09:17
Investing, Shore cap at Eden's request down played the whole of it's market opportunity at a time of Organic and Bio-pesticide sector exponential growth and open goal opportunity for Natural Biocide / Anti microbial. Xinova.. They restricted that report with it's down played numbers to Institutions and tried to restrict access to it to the most loyal and Sticky of it's retail investors whom it has been telling the complete opposite over the last 10 years. Blue sky.. This level of incongruence is staggering and looks to me to have everyone in permanent stupefy inducing Jaw drop mode. There must be a reason (as these are bright and decent fella's we are dealing with here) why we are all united in bafflement .. but to blame Shore cap for a repetitious pattern of Incongruence is just plain wishful thinking as I'm sure AttyG would agree? I have to repeat... We can only hope their is method in their King Size Incongruence and with my delusional thinking head on..the only outcome that makes sense atm to me of the recidivist incongruence is .. Strategic investment ahoy or Vertical sale.
supersonico
14/4/2019
23:36
We can only hope their is method in their King Size Incongruence as life on Earth travels rapidly towards Easter Island Season Two.
supersonico
14/4/2019
22:17
Super, Go back and look at the Proactive presentation uploaded on the 12th February 2019 and compare this with the Shore Capital note. From the Proactive presentation:- hxxp://www.edenresearch.com/~/media/Files/E/Eden-Research/documents/reports-and-presentation/eden-presentation-feb-19-proactive.pdf "Globally, Eden is one of the few biocontrol companies with proven products and regulatory authorisation" What value is this if the associated global market opportunities rank so lowly on the Shore Capital note? "The biopesticide market is projected to reach $8.8 billion by 2022" Eden's forecast market share by Shore Capital doesn't appear to resonate with the first statement above made by Eden "Neonicotinoid insecticides were worth $3.1 billion globally but are now facing withdrawal in Europe and elsewhere. Conventional crop protection products formulated with Sustaine and Eden’s active ingredients can help address many of these issues" An Eden statement which is not reflected at all in the Shore Capital note. How is our House Broker understanding Eden's publicly declared statements and therefore representing Eden properly to their investment community? "Eden's proven addressable market is $1.2 billion, tomorrow this grows to more than $2 billion, not including Sustaine" Again, no reflection by Shore Capital of Eden's buoyant and clear statements on opportunity. For example, how does the expected 5% market share projected by Shore Capital align with the above statement? On the last slide, page 28, look at points 2 & 3 which are most imminent and present. Nowhere does the Shore Capital reflect the story that Eden is telling publicly and backing up the Company's own enthusiasm (and let's be honest, Eden is so understated, it's untrue. I find it very frustrating that we, Eden, appear to be at odds with our House Broker whose numbers seem to me to be totally unrepresentative of Eden's current position, likely position in the next 2-3 years (e.g. Cedroz as one example) and pipeline position thereafter. Conventional pesticides are toxic by association, we are told conventional pesticides in some cases are not been renewed by regulators for future sales, bio alternatives is a fast growing market and supported by regulators and undoubtedly the wishes of the public and Eden is one of a few global players. Sustaine is still under evaluation by Sipcam (when do we get updated), it is a game changer according to Xinova (hxxps://www.xinova.com/work/eden-research/), Bayer Crop Science evaluating the same and likely others as indicated and we get a £50 million valuation from Shore Capital, maybe up to £98 million. Eden needs to put this right, surely. It was stated in the original Proactive presentation that Eden would deliver new forecasts to the market, through who? I believe these forecast are due in the next 8 weeks or so from memory. You cannot expect shareholders to keep getting slapped in the face, sitting in a static share price and expect them to stay invested in any "sustainable" way. It's not good for private investors and it's not good for Eden as a business.
investingisatrickygame
14/4/2019
09:48
So how do we get to 'strong market share' to £12.3m over 10 years. AttyG any ideas?
supersonico
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