Eden Research Share Discussion Threads

[investingisatrickygame] 05/8/2019 13:20

Super,

Post 6668,

Funny how Eden quickly removed the #/hashtags referencing Sumitomo, Bayer, BASF and Eastman.

We always reference Sipcam and Sumi-Agro, not Sumitomo.

Might these 4 be the principle targets for commercialising Sustaine to an even wider crop protection market and in global territories. Might we be getting an announcement on the same to tie in with the option awards IF Eden is to get to between 20-30p on weighted average for 45 days? I think that starts August the 15th.

Not long to go to drive value through price. Is this the direction of an event/transaction that will be the catalyst to put Eden up a gear?

[dplewis1] 05/8/2019 12:28

Haha, I went the other way (was invested in EDEN and the bought SEE at 3p after super mentioned it). I can tell you my SEE investment is doing MUCH better than EDEN. Be prepared to be very bored if you invest here!

[seeing2020] 05/8/2019 12:05

Supersonic, thanks for the pointer towards Eden on the SEE chat.

I have done some research on Eden, I like it a lot, have put on my watchlist

[supersonico] 03/8/2019 13:24

Eden Research plc@edenresearch
·
Headlines this weekend are highlighting how pollutants including #pesticides often exceed acceptable levels in waterways. The requirement for solutions with favourable safety profiles and/or no residues is critical.
#Mevalone #Cedroz #Araw #3logy

[supersonico] 01/8/2019 20:17

Bayer JV to develop biopesticides

23rd July 2019 | Company News, Crop Protection, Innovation, R&D

The Bayer Group has announced a $110 million collaboration with Arvinas, a US biopharmaceutical company based in New Haven, Connecticut, to develop novel products for the crop protection and human healthcare sectors.

The new life science research partnership will leverage the potential of Arvinas’ novel proteolysis-targeting chimera (PROTAC) technology with Bayer’s experience in health and agriculture. Arvinas is a pioneer in PROTAC technology, which harnesses the naturally occurring protein degradation system of the cell to selectively remove target proteins by proteolysis, the breakdown of proteins into amino acids.
The exclusive joint venture is the first exploration of the potential of the PROTAC technology for crop protection, using the novel molecular approach to address the weeds, insects and/or diseases that threaten crops worldwide. As the technology degrades targets rather than inhibiting them, it offers a completely new category of crop protection applications in agriculture. In addition, PROTAC could enable the revival of crop protection mechanisms that have become ineffective through target resistance to conventional pesticides.

“The goal is to utilise the complementary expertise of Bayer and Arvinas to develop novel research discoveries that ultimately deliver new crop protection products for farmers,” said Dr Robert Reiter, member of the executive committee of Bayer Crop Science Division and head of crop science research & development. “With this cutting-edge science, we aim to deliver safe and effective solutions that will aid farmers in protecting and producing crops that help to feed a growing global population.”

Bayer has committed more than USD 55 million within the framework of the joint venture over six years to translate the new protein degradation technology in agricultural chemistry and to build an agro-specific PROTAC® IP portfolio. Bayer will also establish a target-based pharmaceutical research collaboration with Arvinas and will make an equity investment to sustain its commitment to the technology.


…………………..

[supersonico] 31/7/2019 20:19

Why would Eden TwitterFollow Lorne Daniels, a Technology equities analyst from Finncap? so soon after moving to Cenkos?

Puzzled look ...Scratches Head.

[investingisatrickygame] 31/7/2019 14:01

It is Eden's tweet that says 4 trillion.

In any event, it is still a huge market and the question is still a relevant one which Eden should readily answer.

[paulpaolo] 31/7/2019 13:34

4 Billion euros as at 2014. All common sense should have told you it wasn't 4 trillion, that getting same order of size as GDP ! I guess you ate apple crumble last night with Diane Abacus (forgive me, 99% of your posts are spot on and thoughtful and information rich)

[paulpaolo] 31/7/2019 13:27

4 trillion euros p.a. to apple growers in EU...I am sure you must be entire orders of.magnitude out there

[supersonico] 31/7/2019 08:03

Non-chemical alternatives to pesticides, biocontrol products saw their sales grow in France by 24% in 2018. Their manufacturers still regret gaps in research and information.

According to the International Biocontrol Manufacturers Association (IBMA) barometer, in 2019, the French biocontrol market recorded a 24% increase in sales in 2018. One thing is certain: these alternative methods are now popular.

[investingisatrickygame] 30/7/2019 19:56

Value of production of fresh apples at basic price is 4 trillion euros for Europe.

France has 20% market share, 800 billion euros.

What % of that value is lost to "storage diseases" and what % of that can Mevalone protect?

Come on Eden. Tell us how big this market is in Europe!

Bigger than grapes you say, well how much bigger then?

[supersonico] 30/7/2019 19:42

Eden Tweet Sipcam & the imminent EGTOP Organic/Ecological certification News..

Eden Research plc@edenresearch
·
Success with #Araw this season in Spain.
@Sipcam_es
Natural plant chemistry providing flexible #botrytis control for growers.

Protect your clusters with ARAW and get quality wines without waste!
The bioprotection you need for your ear and botrytis
A flexible biofungicide in terms of dose, dates, mixtures ... and soon, with ecological certification!

[supersonico] 30/7/2019 16:28

This 120 day 'Grant of 'Emergency use' with Post harvest of Mevalone and Cedroz and the lack of follow up approvals looks like a new strategy to marketing and Product development/PR etc.

It will be interesting to see the timing of the other country approvals. I suspect they will be slow in arriving.

The approach only makes sense if it's to suit Sumiagro/Eden as it does not take much grey matter to wonder why France with Mevalone and Italy with Cedroz are unique in their urgent need to be Granted 'Emergency use'.

[dplewis1] 30/7/2019 15:44

I've never heard Sean called proactive before..

[supersonico] 30/7/2019 15:23

Proactive Sean Smith

[supersonico] 29/7/2019 11:54

Artemis Alpha Trust Plc
7,536,442
3.64%
-3,424,931
0.61%
04/30/19



Should we have had a RNS about this? and New York?
;...………………

Parked
Geng Pingtian / Nihon Nohyaku

[supersonico] 29/7/2019 10:07

Investing,

I don't think we have heard anything about the progress of the Post Harvest treatment for a while and the only specific Eden Apples reference I recall was related to Apple Scab in a 2015 Sipcam related RNS. We did have Antione Meyer of SumiAgro mention it in a news item a few months ago where it was anticipated it would be being rolled out Winter 19.

'Among the other novelties expected, a biocontrol fungicide based on microencapsulated terpenes for the fight against pome fruit conservation diseases. The biocontrol insecticide Oikos will benefit from a new formulation'.





They have also told us this which extends the opportunities for post harvest application much wider than Apples alone.

'Post Harvest Applications
Eden’s objective is to improve fruit and vegetable quality by reducing storage soft rots.
These diseases are similar to the Botrytis disease in grapes where efficacy of Eden product 3AEY is already proven. Shelf life extension, lack of pesticide residues and improved produce quality are key objectives in this high-value market'.

[brucie5] 29/7/2019 10:00

Excellent for the consumer if they can make the skin safe from pesticidal residue. That's where the greatest health benefit resides. Get the word out there, and ensure that the consumer becomes aware of the brand in association with the product, thus guiding choice.

[investingisatrickygame] 29/7/2019 09:36

Global fruit sales 2017

hxxps://www.statista.com/statistics/264001/worldwide-production-of-fruit-by-variety/

Apples tonnage is bigger than grapes

Global fruit and veg market in 2017 worth $246 billion p.a.

hxxp://themeditelegraph.com/en/transport/intermodal-and-logistics/2018/02/09/global-fruit-veg-market-worth-billion-bpittKFGPQvSL7VjF6HYIK/index.html

APPLES

Are the most consumed fruit in the US
US annual production is second, only to China
2017 value was $11.4 billion (not sure if this is the US or worldwide
hxxps://www.agmrc.org/commodities-products/fruits/apples/commodity-apples

[investingisatrickygame] 29/7/2019 09:22

Today's RNS is significant in my opinion. I don't recall Eden saying they had applied for regulatory approval for Mevalone use on apples, but my brain may be fuddled :).

It is the post-harvest treatment of apples that I think is huge news. It tells the investment market (if anyone is listening) that Mevalone now sits between field and Supermarket. The PR opportunity here is huge and the ability to communicate the same to the point of sale retail market is more than a worthy one. And , the retail point of sale market will want to know about this story. Let's hope that Cenkos and Powerscourt make something of this.

Having worked with the Supermarkets myself, shelf-life is everything, so I think this is a major global success in the waiting for Eden and its chosen distribution partners for Mevalone for use on apples.

An apple a day...…..

Well done Eden and Sumi.

Super, what is the global size in £'s/$/s of apples versus wine grapes?

[supersonico] 26/7/2019 19:23

Northwick,

The only part of your post I agree with is 'Eden’s main focus is on plant protection'. This SS has stated in his Proactive interviews.

The rest I completely disagree with and runs contrary to all TT related communications/ presentations made by Eden and as such the bases for your comments are not evidenced anywhere imo.

I'd be interested to know how you came to the conclusion that the whole Consumer products Vertical as described on Eden's Web page is an irrelevance?

Are you sure your not missing a piece of the Scie sauteuse ? or being a mischievous Parallel Delay contrarian?

[northwick] 26/7/2019 19:08

SuperThink your expectations of Eden and In particular of TT are too high in my estimation. TT is a private company are aren't liable to the same rules of disclosure as Eden is. Eden's main focus is on plant protection and, as I see it, ain't bothered too much about TT prospects. TT will not have any material impact on Eden's future.

[supersonico] 26/7/2019 16:00

Northwick,

They told us they were going to. So maybe I've missed something?
Given the repeated delays surely it would be wise to have someone on the board to keep fully aware of progress in the consumer products Vertical where Eden have a 30% stake.

Perhaps ''in due course' is as flexible a term as 'In the coming' and 'short Order' In Eden speak?

'Given the progress that TerpeneTech is making and in order for Eden to take a bigger share of the potential future value that will be derived from this relationship, it was agreed that Eden should now take a strategic stake in TerpeneTech. In addition to the Investment made, Eden has the right to appoint a director to the Board of TerpeneTech and it shall do so in due course'.

[northwick] 26/7/2019 15:35

Don't think Eden has appointed a director? Have they?last time I spoke to Sean on this was about 6months ago when he said they were unlikely to appoint one in the near future.Am I missing something?