Eden Research Share Discussion Threads

[investingisatrickygame] 30/6/2019 19:55

I don't see substantial dilution coming our way

[supersonico] 30/6/2019 17:59

Trying to make Bitter Sweet sense of the 'Making no sense' Narratives

NY 4 Skandi Noir + Strategic investor = substantial dilution = Low Grant of Awards Narrative

[supersonico] 30/6/2019 09:13

Four Making no sense Narratives ..News aka Bitter sweet news is arriving soon.

1) TT Narrative
2) Bayer Narrative
3) Grant of Awards Narrative
4) Lykele van der Broek bigger deals Narrative

So Eden are saying we have much of this list below emerging into the revenue stream by 2022 and all that's going to happen is the share price will 2 or 3 bag from a very low base. We all know that's complete nonsense unless something is very wrong with what we have been led to believe and we are either being told a in the coming short order whopper or we are missing something substantial from the picture.

Either way we need more information as the BS meter is hitting the red and folk are becoming restless and going to rapidly lose faith without better communication.

Playing the Dampen NY 4 Scandi Noir game A... ..will have it's price and test those most loyal flag wavers.

Molluscicide news
Insecticide news
Wider Mevalone application label extensions TRIGEMOL / EUGETI / CAGENOLETA
Post Harvest/ other Seipro products from Sumiagro/Sipcam
Cedroz registrations/ Mevalone approval
EGTOP Organic announcement Eugenol / Thymol / Geraniol
Strategic update/strategic investor/
Bayer news
TT news
Bayer / TT parallel delay revelation..
Sustaine news from Sipcam and collaborators / Eastman
Field crops trials Cotton/wheat/soybean / 'highly potent active agent encapsulated' news
Anti-microbial news Xinova
Any pipeline news SC Johnson

[investingisatrickygame] 29/6/2019 15:32

Super,

I agree that those numbers will likely be rear view mirror numbers and soon which is why I think they have set the bar too low, sent the wrong message to those looking, but materially benefitted themselves and knowingly.

How sustainable is that is a modern world that views everything?!

[supersonico] 29/6/2019 09:52

Incongruence. Those numbers are going to be rear view mirror history once some of the deals and revenues get announced imo.

[investingisatrickygame] 29/6/2019 08:06

It was really a significant award of shares given how poorly performing the share price has been.

Has it been awarded to motivate them to perform better and deliver a proper return for shareholders? Well in my opinion, the exercise prices of 25p and 37.5p is really no stretch in performance terms for a company that wants to become a global player in the biopesticide market and is one of only a few at present, so perhaps is one to have a first mover advantage.

Also, when your non-exec Chairman was formerly a Board member of Bayer CropScience and President of Bayer Animal Health, both divisions of Bayer AG, it doesn't suggest great strides to me when you are tapping into that wealth of knowledge and position.

And when you have proven, commercial and unique technology in play, Sustaine, then it is easy to envision that Eden could become a company worth many, many hundreds of millions of pounds as they more readily satisfy on product terms, the global behemoth that is crop protection.

Look at the forecast they publish of $8.8 billion for the biopesticide market by 2022 then look at the 2017 value for global crop protection worth $58 billion that they quote, a market that some part of will benefit from Sustaine.

Had they set the exercise price at say 50-60p, they would have sent a much stronger message to the market for price expectation and management's belief in the same. As it is, given the rhetoric delivered and market sizes and opportunities available, it just looks like another management team delivering personal value to themselves when they know the rewards are materially higher and thus they will benefit in a way that appears distasteful to many.

[tanners] 28/6/2019 18:12

Brucie 5....lol and spot on!

A wry smile from me as a bit of good news gets immediately tempered by more trough filling, but eyes widen open here so not a huge surprise tho disappointing nonetheless.

I still think the potential is compelling, so weighing up whether to get a few more....anyway, thanks to those with the product research - some proper dedication but ultimately the revenue needs to start flowing.

An intriguing punt, this one.

[chrischas] 28/6/2019 15:28

Yes its more of the same over the next 2or 3 years.

[weyweyumfozo] 28/6/2019 13:41

....and give yourselves big pay increases to compensate for option targets that aren't reached??

[brucie5] 28/6/2019 13:21

Re. options, yes; that pretty much blows away any notion that bod might be working to ensure the share price is over X by time Y. Just issue further options further down the line. Heads we win; tails we don't lose.

Twas ever thus.

[sortudo7] 28/6/2019 12:31

Last AGM I had a chat to Lykele and he told me about his intention to buy some Eden shares soon. I’m glad he kept his promise.

[investingisatrickygame] 28/6/2019 11:51

OPTIONS RNS

"In respect of 2018:

· To the CEO Sean Smith nil cost options over 1,688,889 ordinary shares.
· To the CFO Alex Abrey nil cost options over 1,333,333 ordinary shares.

The vesting date of the options is 30 June 2022, and they only become exercisable if the following share price performance conditions are met: 50% of the options become exercisable if the weighted average Ordinary Share price in the 45-day period ending on the vesting date is £0.25 or above. Between weighted average Ordinary Share prices of £0.25 and £0.375, vesting shall be pro-rata and on a straight-line basis between 50% and 100%. Below £0.25 the options are not exercisable and lapse in full."


That is either not very stretching or a total gift given the current share options which have their ending date 30th September 2018. It absolutely seems like the latter to me. I'd rather they had more options, but at a much higher price!

What is it with AIM and its total lack of guidance & morality around the issue of options, remuneration committee's and alike. It's appalling.

[33mick] 28/6/2019 11:48

Cheers guys..it's easy to forget how much potential the company has, something has to break soon.

[supersonico] 28/6/2019 11:27

Life Expectancy Falters in the UK: Slow Death but Fast Profits for the Agrochemical Sector



A special report in the Observer newspaper in the UK on 23 June 2019 asked the question: Why is life expectancy faltering? The piece noted that for the first time in 100 years, Britons are dying earlier. The UK now has the worst health trends in Western Europe.

Aside from the figures for the elderly and the deprived, there has also been a worrying change in infant mortality rates. Since 2014, the rate has increased every year: the figure for 2017 is significantly higher than the one in 2014. To explain this increase in infant mortality, certain experts blame it on ‘austerity’, fewer midwives, an overstrained ambulance service, general deterioration of hospitals, greater poverty among pregnant women and cuts that mean there are fewer health visitors for patients in need.

While all these explanations may be valid, according to environmental campaigner Dr Rosemary Mason, there is something the mainstream narrative is avoiding. She says:
“We are being poisoned by weedkiller and other pesticides in our food and weedkiller sprayed indiscriminately on our communities. The media remain silent.”

[supersonico] 28/6/2019 11:02

Commercial news about these will give it a nudge.

Molluscicide news
Insecticide news
Wider Mevalone application label extensions TRIGEMOL / EUGETI / CAGENOLETA
Post Harvest/ other Seipro products from Sumiagro/Sipcam
Cedroz registrations/ Mevalone approval
EGTOP Organic announcement Eugenol / Thymol / Geraniol
Strategic update/strategic investor/
Bayer news
TT news
Bayer / TT parallel delay revelation..
Sustaine news from Sipcam and collaborators / Eastman
Field crops trials Cotton/wheat/soybean / 'highly potent active agent encapsulated' news
Anti-microbial news Xinova
Any pipeline news SC Johnson
Collaboration with DE SANGOSSE biocontrôle anti-mildiou PommeDeTerre.

[investingisatrickygame] 28/6/2019 10:37

"what's next to look forward too"

Well if we had that reliable information we wouldn't be sat at a paltry 11.5p

Whether you look forward to the following, who knows.

1) The Chairman originally said he would buy double what he has, so maybe further purchases to come, in short order :)
2) TT zzzzzzz
3) Bayer zzzzzzz
4) Sipcam evaluation of Sustaine and a commercial arrangement around the same

I wouldn't look to far beyond that to be honest in terms of 'short order'

A bit of support from our brokers and PR firm wouldn't go a miss.

A bit more bullishness from our Company, within the realms of fair value wouldn't go a miss either.

It seems to me that Eden's shares are suffering from long-term MDD :)

"Major depressive disorder (MDD), also known simply as depression, is a mental disorder characterized by at least two weeks of low mood that is present across most situations. It is often accompanied by low self-esteem, loss of interest in normally enjoyable activities, low energy, and pain without a clear cause. People may also occasionally have false beliefs or see or hear things that others cannot"

[33mick] 28/6/2019 10:12

well that Buy was a long time coming,
Cheer me up and remind me guys what's next to look forward too
On the short order menu of news!
I'm hanging in there...Every share has its Day...In the Sun..ours is well overdue

[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.