Eden Research Share Discussion Threads

[brucie5] 25/6/2019 15:40

I wonder if EDEN should give these guys a call.

[brucie5] 25/6/2019 13:39

"If a capital injection would drive this through more quickly through investment in people and more when is this likely to happen, by what mechanism and if share price related, at what price point?"

I think that is what Wan, among others, are expecting. The natural opportunity would be when those partnering Sipcam in their evaluation of the tech finally declare their hands. I expect there to be some kind of concomitant 'Open Offer', as in 2017, so all can take whatever further stake they wish. There will be dilution, but also any amount of cash needed to do as you suggest.

Re. the executive options, I don't think we can expect too much here. If they suddenly whisk something out the hat just in time to cash in, they might be accused of opportunism and worse. If the share price doubles, it will be because EDEN is able to show something more exciting and immediate that it has managed thus far.

As to your underlying concerns about patent life, yes, I share your concerns somewhat. Though I did read somewhere that there are circumstances to do with product use where the patents can be extended. Might be on the Shore Report.

[investingisatrickygame] 25/6/2019 10:48

From Page 7 of the 2018 Annual Report and Accounts

Furthermore, we have filed applications for Supplementary Protection Certificates (‘SPCs’) covering Mevalone in key countries. SPCs effectively extend the patent protection of products that require regulatory approval before they can be sold in a given jurisdiction. They provide up to an additional seven years of patent protection, depending upon the territory. In total, SPCs have now been awarded in Spain, Greece, Italy and Cyprus, and there are pending applications in France and Portugal.
There are now a total of 130 (2016: 112) granted or pending patents in Eden’s ‘owned’ portfolio, not including patents under licence from the University of Massachusetts

From page 9 of the 2018 Annual Report and Accounts

Intellectual property, including development expenditure, is written off over seven years in line with the remaining life of the Company’s key patents.

From page 25 of the 2018 Annual Report and Accounts

Intangible assets

Intellectual property, including development costs, is capitalised and amortised on a straight-line basis over its remaining estimated useful economic life of 7 years in line with the remaining life of the Company’s master patent, which was originally 20 years. The useful economic life of intangible assets is reviewed on an annual basis.

Allowing for the SPC's when does the Mevalone patent expire?

When do the other patents granted expire?

I ask this because this all goes to the underlying value of the business, does it not? And the re-granting of patents is not automatic so however good we may think Eden's products are now, there is no standing still because who knows what developments and technologies may rear their head to compete with or exceed what Eden has or is about to achieve.


So with this is mind and the regulatory timeframe and in-house then field trials, marketing, commercial launch etc, is Eden (like any other similar player) up against the clock to establish market share and revenue?

If so, how can they best escalate that?


If a capital injection would drive this through more quickly through investment in people and more when is this likely to happen, by what mechanism and if share price related, at what price point?


There are 1,908,608 shares granted on the 29/9/2017 vesting for 2 years.

There are also 3,350,000 warrants in play with no vesting period, but a weighted average contractual life of 1.9 years, so I assume some of these are coming into play. This information is taken from page 43 of the 2018 Annual Report and Accounts. I can only see weighted average price 'ranges' and not a single average weighted price so I am unsure as to the specific price point, if there is one in relation to 29/9/2017 shares.


So the share price is extremely important in driving business growth and also for executives to benefit over and above salaries and bonuses which AGAIN means to me that this ridiculous 10-11p share price can not stay as it is for very much longer because the clock really is ticking.

[supersonico] 25/6/2019 10:08

For those who follow the Dots of Sumitomo related companies ..this post by Vittoria Percivalle of Sumitomo makes intriguing Reading

Cucurbitacce: solutions for the defence of OIDIO In addition to the products mentioned in the article of the Agricultural Informant, in addition to Orange Oil (PREV-AM PLUS) I point out that Cerevisane (ROMEO) is also allowed! #thinkbiorational #biorational Sumitomo Chemical Italia Claudio Lama Agrauxine by Lesaffre

[supersonico] 24/6/2019 15:50

Mevalone Trade Names. Two I knew... Three I did not.
Label extensions Perhaps?

NIRKA,
YATTO

TRIGEMOL
EUGETI
CAGENOLETA

[supersonico] 23/6/2019 09:50

Worth reading ..for those with a Curious mind and who find simple pleasure in word association.. imo with regard to Sumitomo related companies Collaborators and product verticals/ pipelines which have a Eden /TT flavour.

[supersonico] 21/6/2019 11:09

And IPM coming into the main stream Narrative.

[investingisatrickygame] 21/6/2019 10:02

Super

Above post......and?

[supersonico] 21/6/2019 09:37

Huge thanks to @NFUtweets members @Farmerphil1 @hanslope and @NFUSouthEast Ian Waller for flying the flag for #IPM and to the BF&G team for pulling this together.



Emma Hamer@emmahamer2 Senior Plant Health Adviser at the NFU.

[supersonico] 19/6/2019 11:25

Top Ten Emerging Technologies in Chemistry



On 1 Apr 2019, IUPAC has released the results of its first search for the Top Ten Emerging Technologies in Chemistry. See release and background.
This initiative started in 2019 in recognition of IUPAC’s Centenary. Its end goal is to showcase the value of Chemistry (and chemists!) and to inform the general public as to how the chemical sciences contribute to the well-being of Society and the sustainability of Planet Earth. The Top 10 Emerging Technologies in Chemistry will be selected and published each year.

The 2019 Top Ten are …

Nanopesticides
Enantio-Selective Organocatalysis
Solid-State Batteries
Flow Chemistry
Reactive Extrusion
Metal Organic Frameworks (MFOs)
Directed Evolution of Selective Enzymes
Turning Plastics to Monomers
Reversible Deactivation of Radical Polymerization
3D-Bioprinting
……………………………………….

supersonico - 17 Apr 2019 - 13:49:49 - 6057 of 6479
Eden Research - EDEN
The Sumitomo related web..News

Sumitomo/ Nufarm / KNE Certis / Nanoparticle/Hollow Glucan ..Word association

NANOPARTICLE, METHOD FOR PRODUCING A PESTICIDE FORMULATION, PESTICIDE FORMULATION, METHOD FOR CONTROLLING PESTS, USE OF THE NANOPARTICLE AND USE OF THE PESTICIDE FORMULATION



The present invention describes a starch/abamectin suspension nanoparticle, uses thereof, a pesticide formulation comprising said nanoparticle, the method for producing said pesticide formulation and a method for controlling plant pests. The formulation of the present invention allows easier control over reinfestation by pests, such as, for example, mites, nematodes and/or insects in the soil, with a reduced number of applications and greater residual effect. The present invention pertains to the fields of Chemistry and Farming.
…;…………………..

In the current paper, we reviewed the use of nanoparticles (NPs) in crop protection, emphasizing the control of pests in the agricultural and urban environment. At the same time, we provide the framework on which the technology of NPs is based and the various categories of NPs that are currently used for pest control. Apart from the use of NPs as carriers of a broad category of active ingredients, including insecticides and pheromones, some NPs can be used successfully as insecticides alone. Moreover, several types of NPs are produced by natural resource-based substances, which make them promising ââ;‚¬Å“green� alternatives to the use of traditional pest control agents. Finally, the potentials in the use of NPs are briefly illustrated and discussed.

[supersonico] 19/6/2019 07:53

120 Days as the Crow flies since EU Product Authorisation - Cedroz

Good to see Sean Smith is still following Prof Alice Roberts even if for reasons only known to Eden they Unfollowed her on the Eden Twitter account.



AR still in Play

[investingisatrickygame] 18/6/2019 22:14

Olivia Davies?

[supersonico] 18/6/2019 19:36

Eden Team building TBC ..

Matthew Bennett Research

Olivia Davies.. Marketing

[supersonico] 18/6/2019 16:33

Eden Research plc@edenresearch

#BOTRYTIS ALERT
Forecast models are predicting high risk due to wet and warm weather during flowering. #Vines require particular attention now in order to control disease. #3logy key in sustainable #fungicide programmes.

#Sipcam #Mevalone #IPM #terpenes#GO-E

Applying 3 Logy in flowering is an insurance that allows us not to bring in the cluster the "Mold" that matures in this phase. The forecast models confirmed that the alert alert in flowering in 2019 requires high attention.

[supersonico] 18/6/2019 15:28

Antimicrobial Resistance Partnership Hub launched in China
The University of Bath along with a consortium of partners has launched a partnership programme to reduce antibiotic resistance in China.



Centre for Sustainable Chemical Technologies.

Established in 2008, the Centre for Sustainable Chemical Technologies (CSCT) brings together academic expertise from the University of Bath with international, industrial, academic and stakeholder partners to carry out research, training and outreach in sustainable chemical technologies.
Our researchers are drawn from across the University of Bath, including the Departments of Biology & Biochemistry, Chemical Engineering, Chemistry, Electrical Engineering, Mechanical Engineering, Pharmacy & Pharmacology, Physics and Social & Policy Sciences.
Our Centre offers 3.5-year PhD studentships in Sustainable Chemical Technologies in collaboration with our industrial partners. We continue to grow, providing excellent opportunities for research training.




……………………..

Metaldehyde ban court challenge
News
18 Jun 2019
Marianne Curtis
Defra is to be challenged in the High Court over the Defra Secretary of State, Michael Gove’s decision to announce a ban on use of metaldehyde slug pellet products on outdoor crops last December.

[brucie5] 18/6/2019 15:10

That's good. Word is getting out.

[supersonico] 18/6/2019 12:57

Eden Research plc@edenresearch

Eden Research plc Retweeted Sustainable Technologies Business Acceleration Hub
In recognition of our #innovative and #sustainable technology we have been selected as a @stbahub partner.
An excellent opportunity for collaboration with one of the top UK universities @UniofBath
#sustaine #mevalone #cedroz #ERDF

[brucie5] 18/6/2019 12:36

Patience, mon ami! Come back to me in early Spring 2020 and let's see. This takes time, and I'm happy to give it. We have much to look forward to, so long as the world doesn't set itself alight, or UK PLC for that matter. Though EDEN is more reliant on the world, thankfully, than the UK.

- 3aey individual country permissions
- TT and CAP launches
- Cedroz + 3aey US EPA permissions

Then concentrate on what the above is likely to be yielding on a three-five year timeline, in relation to the current market price. And multiply by whatever PE seems appropriate to a market growing at 17% CAGR.

Never mind Sustaine. G3Y.

[investingisatrickygame] 18/6/2019 12:26

And given that he was not short of offers combined with his towering presence and corporate background, I really do feel he should help position Eden better in the investment community so as to add reassurance, understanding, enthusiasm and more.

It appears to me that he is more than able to do that and that he is a warm and engaging individual whom investors would readily warm to and buy Eden shares.

Why do we not see him on film with his presence and background to influence matters. Being visible just once a year is not helpful. We are not Bayer, we are little ol' Eden and you have to behave and act differently when you step down from big corporate to the minnow that is AIM.

I liked him when I met him, but I don't like they we do not see or hear of him as investors. The AGM attended by 20 or so is hardly a great use of his corporate skills and ability to influence at ground level.

[brucie5] 18/6/2019 11:39

In fairness it is difficult to know what he may/may not have been doing behind the scenes, but his Bayer background would suggest that he is there for a reason. At the previous AGM he also intimated that he was not short of offers, so it would seem that EDEN was attractive for reasons beyond the stipendiary ones.

Bayer, from my reading, is a somewhat shadowy presence: we know it's been delaying the CAP launch, which is frustrating, while having decided to divest itself in due course from its entire CAP sector as a matter of strategic realignment, as it struggles to digest the monster that is Roundup. But we don't know what interest it has behind the scenes at TT, c/o their consumer range, nor if it is an interested partner at the ongoing Sustaine trials. I appear not to be the only one to suspect it might be.

[supersonico] 18/6/2019 10:57

He's been with Eden since Oct 17 as Chairman-designate then Chairman from January 2018 so only been in post just over 18 months.

[supersonico] 18/6/2019 10:15

Not a Linkman then?

[chrischas] 17/6/2019 18:21

Lykele is just a figure head