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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
  -0.10p -0.94% 10.50p 10.00p 11.00p 10.60p 10.50p 10.60p 93,153 11:24:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 2.8 -0.5 -0.2 - 22.00

Eden Research Share Discussion Threads

Showing 6951 to 6973 of 7400 messages
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DateSubjectAuthorDiscuss
06/5/2019
11:57
Brucie, The market does not know things that we don't imo. We know things the market does not know as do the Scandi Noir film club . The 'Market' can't see the wood for the Trees and what's hidden in plain sight. The Market will catch up with us once they can see the Ducks in a line as they noisily fly out of the woods.
supersonico
06/5/2019
11:26
Super, agreed, but: I think we have to credit the market for knowing things that we don't, as much as ignoring things that we consider significant. Otherwise fans of Eden who have long predicted multiples of current share price, would have been vindicated by now. So far, the doubters have proved right. Agreed?
brucie5
06/5/2019
11:23
Investing, 'you and I' will not be sufficient to move the market. Please be absolutely explicit on why you believe there is such strategic understatement. It is somewhat counterintuitive, though one can speculate.
brucie5
06/5/2019
11:15
Great detective work, Wan. To what extent, then, is Eden really the vehicle for constructive overlap of interest between these two majors, with whatever Bayer is actually doing, as additional. Sustaine is no doubt the key to unlocking this relationship, as and when we come to see who is involved. As you say, it's not a question of IF it works, so much as for whom, and eventually, on what basis legal and financial.
brucie5
06/5/2019
11:09
Super, Exactly, so if you and I know that, why can't Eden simply state the same!!!
investingisatrickygame
06/5/2019
10:48
I appreciate the cautious figures Brucie5 and the Methodology. I'm persuaded that the figures will be on the higher side for the following reasons and indicators. 1)As post 6109 notes the Emergency derogation was announced 2 months after EU approval where as it took 4 time longer than for Mevalone. 2)The toxicity of conventional fumigants and the lack of suitable alternatives has been documented for a couple of decades. Cedroz is a revolutionary formulation as evidenced by Eastman's investment and Italian Emergency approval and the RNS comment "emergency" authorisations are allowed by EU member states when local regulatory authorities judge that they are needed in the local market in order to meet the requirements of growers in the absence of suitable commercially-available alternatives" 3)This absence of 'suitable commercially available alternatives' is occurring at a time of amplified awareness of Pesticide toxicity and compounding growth in the Biopesticide market. 4) Eden understate everything so every figure in ShoreCap note is the absolute minimums imo and I expect this to be the only Emergency derogation.
supersonico
06/5/2019
10:37
I forgot to add Grotech's website to the above - hTTps://www.grotechproduction.co.uk/our-company-2/
wan
06/5/2019
10:15
Back in December I wrote the following - The Sipcam partnership is very interesting, in that Sipcam also manufacture for many of the large players, who are all be being affected by the public's perception and requirements, not to mention tightening Regulatory frameworks. All of which means that biologicals, or solutions to effectively deliver them, means that biologicals will become an ever increasing component of the 'integrated solutions' necessary to deliver on the farm and at the food store i.e. environmentally sustainable solutions which can be applied alone or combined with other plant or seed protection products as part of an 'integrated management program' (making some chemicals effectively safer by using less or making them more effective) In other words and in my opinion only, Sipcam is unlikely to be working in isolation, perhaps especially so in terms of product. (END) The following label for Cedroz provides an interesting insight and indeed further evidence that Sipcam possibly works with/for Eastman - CEDROZ ™ Liquid Nematocide in suspension of capsules (CS) for the control of root knot nematodes hTTp://www.salute.gov.it/fitosanitariwsWeb_new/EtichettaServlet?id=32950 Officine di produzione: Sipcam S.p.A. Via Vittorio Veneto, 81 – Salerano sul Lambro (LO) GROTECH Production Ltd. Britannia Road, Goole, E. Yorkshire (UK) translates as - Production workshops : Sipcam SpA Via Vittorio Veneto, 81 - Salerano sul Lambro (LO) GROTECH Production Ltd. Britannia Road, Goole, E. Yorkshire (UK) I assume that Grotech Production of the UK supply Sipcam with certain products and Sipcam finalise/formulates the end product, Cedroz, in Italy. Given Eastman and Sipcam's significant investments in Eden and thus the increasing validation of Sustaine, it's possible that Eastman may be interested (working with Sipcam) in exploring other product opportunities/combinations.
wan
06/5/2019
09:50
Staying with "emergency use" authorisation, 3LOGY (Mevalone) has been authorised for use in plant health emergency for Botrytis on kiwifruit - 10th April 2019 3LOGY , innovative antibotritico based on terpenes, was authorized for a period of 120 days, from 8 April to August 5, for danger to plant health on botrytis Actinidia Making 2/3 treatments in bloom and if necessary, repeat in pre-harvest hTTp://www.sipcamitalia.it/it/news/12/3logy-autorizzato-l-impiego-per-emergenza-fitosanitaria/153_NC
wan
05/5/2019
17:43
Or for illustration of revenues: $1.2bn current targeted market. x .76 (convert to £s)= £912m x . 25 for 25% margin to EDEN on sales ( conservative, but excludes costs ramp up)=£228m total 1% of which - £2.3m. On this, name your market share. 5% = 11.5 Now grow the target number to the following: 2bn = £3.8m for 1 %; 19m for 5% 4b = £7.6m for 1%; £38m for 5% All of course, excluding sustaine. Usually best to take the middle number, modelled on 2bn target market. That 5% may well be rather modest, given the early take up of Cedroz in Italy. 10% would be £38m rev. Number between 5% and 10%: call it £29m for approx. 7.5%. By 2022. Call it 20m profits, with enlarged costs based on 9m. 20m on PE of 15 = £300m, or £1.50. I keep on coming back to the same ball park. Maybe I'm wrong. So half it (75p) and half it again (37p); and again, just until we get that regulatory permission for the USA. 18.5. for now. Europe looks priced in. 37p for Cedroz in the US. Nothing for TT and CAP. Let alone whatever it is we're expecting of Sustaine. Maybe be nothing. :( Just for fun, and wdik!
brucie5
05/5/2019
17:40
An invoice of 950 million euros for grain farmers hTTp://www.lafranceagricole.fr/actualites/cultures/sortie-du-glyphosate-une-facture-de-950millions-deuros-pour-les-cerealiers-1,7,1547894505.html?utm_source=FAA&utm_medium=infoquotidienne&utm_campaign=mailnumero#sd_source=&sd_id= Éric Thirouin, the president of the AGPB, the General Association of Wheat Producers, has asked the National Assembly for a "financial support" from the state to help grain farmers get out of glyphosate in the coming years, arguing that additional cost of this measure. "All these evolutions, all these investments, all these potential reductions [in the use of phytosanitary products, Editor's note], have important consequences, since behind we have quantified, for our sector of field crops, a cost of 950 million euros. It's colossal, "said Eric Thirouin, before the parliamentary information mission on the release of glyphosate. 50 to 160 € / ha extra cost Among the additional costs incurred, Éric Thirouin first mentioned the workforce: "It is estimated that 12.7 million extra hours per year will be spent on our crops. »Investments in equipment, substitute products: in all,« it can represent additional costs for farms ranging from 50 to 160 euros per hectare ». Stressing the "economic situation of the sector of particular concern", given the difficult harvests experienced by France, against a backdrop of sometimes depressed world prices, he underlined the low incomes of the cereal farms during the last six years and the "distortion the cost of competition in world markets. Support the necessary investments "We want to move forward, but from the moment the economic constraints are compensated, said Éric Thirouin. We ask that there can be financial support for actions that are led by farmers, investment aid [for mechanical weeding], perhaps the tax credit. " The AGPB president also underlined the negative impact that the exit of glyphosate would have on the carbon footprint of the farms, notably because of the energy consumption caused by the increase in plowing, estimated at "87 million additional liters of fuel per year. He finally listed the technical impasses on no-till crops and "other impasses [...] on the particular perennials quackgrass, thistle, bindweed, and allergenic poisonous plants. There, the mechanical work, it's not enough, even it's worse, because we will cut rhizomes that will make more small. "
supersonico
05/5/2019
16:44
Well as someone said to me recently, given that Eden has two commercial products (bio's), and it is promoted that it costs £25-£30 million to produce a biopesticide, and we know both products work, then in simplistic terms, there is £50-£60 million of value there and Eden has a market cap of circa £22 million.
investingisatrickygame
05/5/2019
15:40
I don't see it as hiding value or disguising value because it's future value not current or announced and will only be seen as value once the ducks are in line. Just as opportunistic New York Pigeons love cherry trees and Goldfinches enjoy a Dandelion Feast .. it's NDA's all day until then. All Guesses all the time..but not about the Birds.. I know about them;)
supersonico
05/5/2019
15:11
Well I would argue, that if you are right, you cannot keep hiding or disguising value. So either you are wrong in which case, we are where we are, but value is not being demonstrated by the company OR Eden is deliberately hiding/not demonstrating true value and the latter would certainly be a concern for everyone. Transparency and outing true value I'm sure are LSE expectations, if not more.
investingisatrickygame
05/5/2019
08:08
It's not about being fair it's all about lining up the ducks and Sca-nda Noir. Hopefully shareholders will appreciate the film when it's finally screened about a tiny company who attracted the attention of the Agropharma Giants which demanded all the in the coming short orders they could muster as they sat at the Vanguard of momentous change in turbulent times.. Rotten Tomatoes said 'Watch as the drama unfolds as they stifle their exuberance and Share price until every Giant was satiated' .. .Lets hope all the hype is Warraanted..We shall see.. Watch out for star performances from Sumitomo, Bayer , AR and Xinova. Will Eastman play a bit part? Watch to find out..Recommended Film Week said . .'After watching this masterpeice of Sca nda Noir audiences may find themselves reaching for copies of "Come and See" by Elim Klimov (1985) for some light relief '
supersonico
04/5/2019
23:28
Sadly they are and it is a bad habit they need to get out of. Their shareholders and their shareholders money deserves more and to be treated more fairly.
investingisatrickygame
04/5/2019
21:32
But they are not doing that..they are dampening expectations for 2019 at every opportunity.
supersonico
04/5/2019
19:00
And I agree. That is what I was getting at. According to the articles you posted and the recent emergency allowance, the market for Cedroz may be even bigger than you are now implying. Eden should weave all of this into the story because this is what encourages investors to take a closer look.
investingisatrickygame
04/5/2019
17:47
Investing, I'm not meaning to imply anything.. but.. if one looks at the issues.. many times repeated about Toxicity of conventional chemistry and regulatory pressure and resistance around Nematodes..I for one look at the Cedroz product and despite the rosy multiples Sean Smith puts on Cedroz over Mevalone…can't help but feel even that 1 Mev to 4 Ced ratio narrative is a characteristic underestimate. Eden appear to have a greater opportunity within the Nematicide market than Mevalone does within the Fungicide market...so Cedroz/nematicide market is say 4 times Mevalone/fungicide but that market opportunity is being amplified by the absence of effective alternatives and so maybe we can extrapolate that the ratio we should be considering is not 1 to 4 but more likely to be 1 Mevalone to +8 Cedroz. Perhaps that's partly what they mean when they say $1.2bn today $4bn Tomorrow Eden down play everything and the figures I don't believe include the Organic market which I assume we'll have access to once the EU EGTOP protocols gets ratified. Any of that makes Sense Investing?? TBC hTTps://vegcropshotline.org/article/control-root-knot-nematode-in-high-tunnels/
supersonico
04/5/2019
16:42
Investing..Which post?
supersonico
04/5/2019
16:26
Super, What are you implying? :)
investingisatrickygame
04/5/2019
16:11
Meloidogyne spp Nematode 'Eastman recently announced that it has received authorization from the Regulatory Affairs Directorate in Malta for Cedroz, a crop protection innovation from Eastman. Cedroz is a nature-identical product, formulated and patented by Eden Research plc and developed by Eastman and Eden as a post-planting nematicidal solution to the problem of root-knot nematodes (Meloidogyne spp.) in Solanaceae and Cucurbitaceae crops'. hTTp://news.agropages.com/News/NewsDetail---29454.htm ………………….. Introduction In the recent past, the usage of nematicides has led to a significant reduction of Meloidogyne spp. populations in crop production. However, due to their toxicity and adverse effects on the environment, many nematicides have been or are currently being withdrawn from the market. This has now propelled Meloidogyne spp. to the forefront as important pathogens of many crops and other plants. In fact, in a 2013 Molecular Plant Pathology survey of the top ten plant parasitic nematodes, Meloidogyne spp. collectively were voted at the top of the list (Jones et al., 2013). Economic impact. Meloidogyne spp. cause an estimated annual loss of $157 billion globally (Abad et al., 2008). However, in most cases, the impact of Meloidogyne spp. is grossly underestimated. This is more so in Africa than anywhere else in the world. Hence it is likely that the overall annual losses due to these pathogens are much higher than estimated hTTps://repository.up.ac.za/bitstream/handle/2263/41425/Onkendi_Threat_2014.pdf?sequence=1 ………………………… Top 10 plant‐parasitic nematodes in molecular plant pathology hTTps://onlinelibrary.wiley.com/doi/full/10.1111/mpp.12057 Summary The aim of this review was to undertake a survey of researchers working with plant‐parasitic nematodes in order to determine a ‘top 10’ list of these pathogens based on scientific and economic importance. Any such list will not be definitive as economic importance will vary depending on the region of the world in which a researcher is based. However, care was taken to include researchers from as many parts of the world as possible when carrying out the survey. The top 10 list emerging from the survey is composed of: (1) root‐knot nematodes (Meloidogyne spp.); (2) cyst nematodes (Heterodera and Globodera spp.); (3) root lesion nematodes (Pratylenchus spp.); (4) the burrowing nematode Radopholus similis; (5) Ditylenchus dipsaci; (6) the pine wilt nematode Bursaphelenchus xylophilus; (7) the reniform nematode Rotylenchulus reniformis; (8) Xiphinema index (the only virus vector nematode to make the list); (9) Nacobbus aberrans; and (10) Aphelenchoides besseyi. The biology of each nematode (or nematode group) is reviewed briefly. …………………………….. hTTps://www.nature.com/articles/nbt.1482 Plant-parasitic nematodes are responsible for global agricultural losses amounting to an estimated $157 billion annually. Although chemical nematicides are the most reliable means of controlling root-knot nematodes, they are increasingly being withdrawn owing to their toxicity to humans and the environment. Novel and specific targets are thus needed to develop new strategies against these pests. ………………………….. Developing Defences Against Plant Parasitic Nematodes Plant parasitic nematodes (PPNs) cause >$100 billion annual losses to world agriculture of which cyst and root-knot nematodes contribute over 80%. Their management involves crop rotation and host resistance, which provide incomplete control, and chemical nematicides, which are the most toxicological and environmentally damaging pesticides in widespread use posing considerable risk to aquatic ecosystems and drinking water supplies. The approaches taken by the lab to overcome this challenge include developing biofumigation to replace the withdrawn nematicides and utilising well established anti-feedant technology as well as newly developed behavioural repellents and RNAi to provide plant based resistance to nematodes in several crops. We are also undertaking fundamental research using the model species C. elegans and utilising the data being generated by the sequencing of Globodera pallida to identify novel strategies and targets for engineering nematode resistance. hTTp://www.fbs.leeds.ac.uk/nem/ ……... hTTps://www.mordorintelligence.com/industry-reports/nematicides-market hTTp://www.fao.org/3/v9978e/v9978e08.htm
supersonico
04/5/2019
13:04
Thanks AttyG So 2 million shares at risk of going by the wayside. So from mid August to September end, a weighted average of plus 20p or 30p for their 109o% allocation. Best to start putting a firm floor under it now so as there are no upsets. I'd be very disappointed for a new options allocation. A lot more needs to perform before that is granted. Why can't new options be geared to other variables, if and when they occur. So for example, 1) A new investor, strategic or otherwise, but secured at say, 40pence 2) In the event of an offer for the Company at price x. If the price rises to y, then increased options 3) An annual profit of say +£2 million The options awards are not aligned, in my opinion, with their investment partners, so you and me. Also, Eden in particular is a company based upon deliver of products that are based on natural solutions, exemption from MRL's, sustainability, bioactive ingredients. So there is business ethicality here in product development and product delivery, for the farmer and the consumer. Why isn't there the same in their relationships with share options and business rewards generally? The two should be aligned.
investingisatrickygame
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