Eden Research Share Discussion Threads

[bjlk] 28/6/2019 09:59

Finally....

[investingisatrickygame] 28/6/2019 09:43

11.5p, we'll soon be getting a nose bleed :)

[supersonico] 28/6/2019 08:13

27-Jun-19
Buy

Lykele van der Broek
10.5
GBX
40,000
180000
27-Jun-19
Buy

Lykele van der Broek
10.47
GBX
40,000
180000
27-Jun-19
Buy

Lykele van der Broek
10.75
GBX
40,000
180000
27-Jun-19
Buy

Lykele van der Broek
10.74
GBX
100,000
180000
27-Jun-19
Buy

Lykele van der Broek
11.41
GBX
138,500
358500

[dplewis1] 28/6/2019 07:52

Hope so. Quite reassuring to see a 7% move on a purchase of only 35 grand or so. He's obviously had so many people ask him when he's buying shares he eventually caved in.

[brucie5] 28/6/2019 07:29

At last. First purchase of two?

[purplepelmets] 28/6/2019 07:13

Is Michael Walters still around?

[supersonico] 28/6/2019 07:10

Nice buy from Short Order Lykele.

[dplewis1] 28/6/2019 07:04

Finally.. Lykele has bought some shares!!

[supersonico] 27/6/2019 18:44

Always fun to observe the purest of pure serendipity of unrelated Eden investors.

[monet] 27/6/2019 16:50

113,500 Buy at 11.50p,will we get RNS tomorrow?

[supersonico] 27/6/2019 13:04

Mrs $$New York :)

wan
31 Jul '19 - 07:37 - 564 of 564
0 0 0
Brucie...I agree that the initial market for Mevalone appears small in comparison. However, Sipcam's exclusivity for Mevalone would suggest they are expecting to address a much larger market going forwards. In this regard, I would imagine they are, at the very least, as 'proactive' as Sumi-Agro in this regard.

In my opinion it is instructive, in terms of the efficacy of Eden's products, product withdrawals, user/consumer backdrop and indeed the regulatory backdrop, that Eden has now been granted three emergency use authorisations....and in the absence/progress of full approval, I would not be surprised to see Eden receive further emergency use authorisations!

[northwick] 27/6/2019 12:04

Looks like Mrs 51k is back buying

[dplewis1] 27/6/2019 09:28

More trades than posts on the bb today, things are looking up!

[weyweyumfozo] 27/6/2019 08:33

Oh dear, I hope they don't start thinking that they are the master race and invade Poland.

[supersonico] 25/6/2019 18:29

Eden Research @edenresearch

Eden Research plc Retweeted The Biopesticide Summit 2019
Felicity Lenyk will be presenting on Eden's #Sustaine encapsulation technology at the @biosummit19 on the 2-3rd July in Swansea.

Felicity Lenyk from @edenresearch
and
Majda Ortan from #PHAgrohom adding to our line up, both very inspiring women!

[investingisatrickygame] 25/6/2019 18:09

BBC Radio 4 today

Among others, plastic and shampoo

[brucie5] 25/6/2019 15:55

Grateful to Super for putting me onto this guy. This video of a lecture in Germany is of material interest to what EDEN provide, including, 16 minutes in, a mention of the risk posed by canine flea treatments.

3/4 of the world's bees have neonicotinoids in their foods.

[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.