Eden Research Share Discussion Threads

[supersonico] 28/8/2019 07:49

Cenkos: Eden Research Plc - Killing it

Chris Donnellan
56 pages

[ipeesquint] 28/8/2019 06:18

I have no problem with a Board Director making 3 million, 7 million or 20 million if the company is hugely profitable due to their efforts and generates a dividend for all of its shareholders. Eden has yet to break even let alone make a profit. That’s why their packages are so inappropriate for me.

[weyweyumfozo] 27/8/2019 23:37

It's a big club and you ain't in it.

"The average salary for chief executives fell by 13% between 2017 and 2018, but they still earned 117 times more than the average UK full-time worker, a report has found.

A boss of one of the UK's largest listed 100 companies earns £3.5m a year on average, the CIPD, the professional body for HR found.

The AVERAGE full-time worker in the UK earns £29,574."............




George Carlin - The Big Club:

[investingisatrickygame] 27/8/2019 23:21

The BoD read this BB. Just like all directors, they are very dismissive of those here, but continue to read our opinion.

The rewards for this board are so inappropriate, relative to progress, but their line of defence is that it is is in keeping with other AIM directors.

What a ridiculous benchmark and so disconnected from the real world.

Eden's BoD acts as though we don't matter. The gap between us and them has been so wide for so long and shows no sign of narrowing.

[supersonico] 27/8/2019 21:35

Asteroid Jam Tomorrow ..it's coming.

[sandcrab2] 27/8/2019 20:19

It has been said for the last 20 years that for the price to increase there has to be SUBSTANTIAL and REPEATABLE revenue

The market is now fed up with 'transformational' and excitable hype of endless jam tomorrow

[ipeesquint] 27/8/2019 19:34

Eden regularly tweets about this or that but never say why. They wrongly assume that the private investors know what the Board know. Often as a long term holder I struggle to find even the most tenuous of connections in what they post, so someone clutching cash and wondering if they should buy, has no chance and they rightly go elsewhere.

As with most things Eden the explanation is missing and you have to fill in the gaps yourself. It has always been this way and shows no sign of changing. The board continue to award inappropriate salaries and bonuses to themselves while taking on more staff and the stagnant share price continues to reflect the knowledge bestowed by the board on the market and it’s investors.

It is hard to see what will change this although I am surprised that the institutions are not exerting pressure to getting the word out there in a more positive and informative way. Some have held a very long time and have barely had a return. Even a pension fund who invests very long term will run out of patience eventually.

Here is hoping that the purchase of Bayer animal health does not stop the launch of the products long overdue and that Cedros brings in some substantial cash and quickly, raising Edens profile to new investors. Long suffering investors don’t want more stock they have enough......they want results.

Wake me after Winter.

[weyweyumfozo] 27/8/2019 15:25

Why are Eden telling us what is happening in what appears to be in Missouri - are Eden products being used there?

I'd be more interested to hear about 3AEY usage in the northern half of Italy, where there have been many showers over the last couple of weeks.

[supersonico] 27/8/2019 14:30

Eden Research plc@edenresuperearch

Eden Research plc Retweeted Supersonico post 6777
Plant pathologists may be happy but many growers will be utilising products to control #botrytis - especially in warm, wet conditions, which many regions are currently experiencing.

Resistance management and lack of of residues being key.

[brucie5] 27/8/2019 14:04

I think perhaps you overestimated the agency of the bod in making them achievable?

[investingisatrickygame] 27/8/2019 11:36

Still no price movement making the pending and possible options very difficult to achieve.

[supersonico] 26/8/2019 12:28

Investing,

My comments refer to Eden statements which I believe to be accurate; 'There is substantial scope for exploitation of the core technologies beyond crop protection'

My thesis is that the Crop protection vertical has been the Eden Hare for many reasons but the CAP and TT vertical have been held back primarily due to Patent issues. They are the tortoise.

Eden imo kept telling us that they were primarily a crop protection company while also telling us year after year 'There is substantial scope for exploitation of the core technologies beyond crop protection'.

Why do they keep restating this ?

IMO The 'primarily crop protection' narrative was a smoke screen or distraction tool to anticipate and down play the endless delays the patent issue was creating. This narrative only emerged from SS in Pro-active Videos as PR.

Is it stated else where in reports?

Maybe it is I don't recall seeing it. I just saw three verticals.

You say 'Even if they were to move towards the second two, it will likely take years'.

Those 'years' you talk about are largely behind us imo, with much of that first generation work done while they were waiting for the Patent issue to resolve inorder to move forward.

AWGATWT

[investingisatrickygame] 26/8/2019 09:52

Super,

We all see things different ways, but for me, Eden is firmly set in crop protection and far less so in CAP and consumer, regardless of statements made. Even if they were to move towards the second two, it will likely take years.

Eden has much IP, but how much of that can they unlock in short order?

I suspect Eden is probably focused on 4-5 pieces of IP and the rest is a bank which is far away. That said, might a partner expedite some of that IP bank while Eden stays focused on a few biggies?

Why do you think, or anyone else that has a view, that a new R & D director is now going to define long term strategy?

[supersonico] 26/8/2019 09:42

Glyphosate and Colorectal Cancer in Young Adults

In Part I, “The Disturbing Increase in Colorectal Cancer in Young Adults,” we called attention to the steep rise in colorectal cancer incidence in young people in their twenties and thirties and discussed the risks associated with viral vaccines. In Part II, we discuss glyphosate as another plausible culprit in the colorectal cancer epidemic.

[supersonico] 25/8/2019 08:37

Over the years On the Crop protection side Eden have developed it's R&D capacity with John Edmonds/ Xinova / various Consultants and more recently James Clovis and James Kennedy of Gemini Agriculture. All of their experience looks to be in Crop protection which has been up until now the visible vertical.

Lykele the Bayer=Linkman joins in 2018 who has a good grasp of both Crop protection and Animal health and the Crop protection team is further enhanced by 2 further crop protection appointments Rob Canning and Felicity Lenyk.

What is missing from my narrow view is any in comparable development of in-house R&D skills in the Consumer health field much of which appears from the outside (all though imo it's progressed far further than the Nit treatments we have been advised of so far) to be currently being developed at a glacial pace (possibly due to IP issues needing to be resolved) by Terpene Tech, who's product development partnerships and commercial arrangements we know nothing about other than unreliable RNS comments and commentary from Northwick.

Northwick tells us that SS has said that Eden do not regard a seat at the TT table as being worthy of their time despite Eden owning 30% of the company which has huge commercial potential. Make of that what you will but it sounds like a incongruent sort of statement to me.

Eden do Incongruent like Nile Rodgers does Music composition. Freak out

So where Eden and TT lack visible R&D capacity imo is primarily in Consumer Health and that's where I guess the skills of any new applicant for the R&D Director post may well be focused.

This is supported by Eden's 2016 / 2017 / 2018 and 2019 commentary that 'there is substantial scope for exploitation of the core technologies beyond crop protection'. This challenges the often repeated line that's trotted out about Eden being a Crop protection one horse Pony while investors roll their eyes in disbelief at the.. dog ate my homework.. excuses made for the Parallel delays in the two lagging but valuable verticals.

It's my view that the Parallel delays are primarily a result of long running Patent issues, formally resolved early 2019 . Lykele in 2018 expected them to be resolved in 'Short order' but that got stretched.

On 28/2/2019 Sean Smith tells us in a Proactive interview primarily focused were led to believe on Cedroz.. eight days after the Cedroz approval RNS... of plans to expand in house capability. These interviews usually coincide closely with RNS announcements. This one did not and we got some 'surprising' news thrown in for good measure.

This is followed in short order by two appointments and now Eden are looking to recruit a R&D director. After years of paralysis Eden springs into life. Just coincidence I hear you say..well maybe or maybe not.

This patent resolution imo signals the Eden Reset and the well deserved retirement of the long serving Ehrmantraut chorus. Interesting times ahead.

Crop protection industry Links.. (Sean Smith) / Rob Canning / Felicity Lenyk (Sumitomo/Eastman etal)
Companion Animal industry Link / Lykele van der Broek.. (Bayer Animal Health)
Consumer Health TT industry Link ..Rob Cridland / TBC... (Bayer ??)
Xinova likely in the mix with all verticals.

All Wild Guesses All The Wild Time
…………………………………
2016
Expand beyond plant protection products
• Animal health, food and beverages, human health and personal care p12


2017
'There is substantial scope for exploitation of the core technologies beyond crop protection' p3

…...………………………..
2018
'There is substantial scope for exploitation of the core technologies beyond crop protection' P3

………………………………
2019
'Significant scope for further exploitation of the Company’s core technologies beyond biopesticides and crop protection'.P30

[investingisatrickygame] 24/8/2019 17:22

Re Eden's last tweet, I didn't know Eden had an R & D team. Isn't it outsourced or are we now bringing some of it in-house with other positions to be filled?

Also, isn't it unusual for an R & D Director to set the long term strategy of the company!

Strange to me, maybe some changes afoot in both personnel and company structure

[supersonico] 24/8/2019 07:37

French mayor due in court after banning pesticide use near homes


…………….

Megan Hall@mhallgrapepath

Normally in #MO we find more #sourrot than #botrytis at harvest- but not in this vineyard this year! #happyplantpathologist #harvest2019

[investingisatrickygame] 23/8/2019 12:30

I think one of Eden's issues is a lack of recognition of their market, who their market is and responding accordingly.

Eden's market clearly is and has been for many years, private investors, but Eden acts as if its audience were the city and institutional investors.

We know that Eden's market to-date has not been institutions and city side because the share register does not reflect the same, probably because Eden is a minnow by market cap, thus preventing some investing and it may need to be nearer to visible market share and profit.

Eden has nearly every day of the year for eyes and ears to be listening to their news/story/communications. Private investors willing tap into their smart phones to see and listen to the same any day and time of the year. They are Martini investors, anytime and anywhere. Eden appears to shut down in summer months because the city does, but Eden thus far has little or no traction with the city so Eden should not align itself with them.

BJLK, you're quite right, Eden should communicate value properly by whatever means. They have never done this.

Let's hope that Cenkos do this on behalf of Eden properly and then lets have Eden find a way to communicate that value to ordinary shareholders so that everyone understands Eden's value, not just the chosen few. As you say, we are all owners.

[bjlk] 23/8/2019 11:05

In all seriousness where Eden continually let us,the owners down, is identifying the value of what Eden has and is targeting, potential etc.. any info helping quantify this will move the share price They can tweet and operate in riddles all they like but nothing will happen until real projections, figures , identified markets, targets are clearly identified and portrayed to the investment community, I realise the non disclosure agreements do hamper such a small company but now as the supposed tide is turning its time for Eden to grow some balls and not agree to such handcuffing ndas as our tech is now wanted and needed or even go back and renegotiate such ndas to give us the ability to show our investment case..So frustrating... show us how big the meteor covered in jam really is... meteors by their nature make an impact.... grrrrrrrh

[chrischas] 22/8/2019 15:43

How many Directors does it take to change a light bulb?

We are really adding value to our company:we are trying to get another director¡

Why don’t you get a compass that will definitely tell you in which direction you are sailing?


Whoooa , you need a night time director too ,as the good ship might run aground when you are all out spending all your directors (well earned) emoluments.

Now I’ve seen it all.

[brucie5] 22/8/2019 12:15

Good spot.

[supersonico] 22/8/2019 12:12

Eden Research plc@edenresearch

We are recruiting for the key role of R&D Director. This role is responsible for the growth and leadership of Eden's R&D team as well as helping to set the long-term strategy of the company. Direct message us if you are interested.

[bjlk] 21/8/2019 16:31

I really hope we do get some info but I have a funny feeling we won't.. I can only presume they are all away on holiday still???

[investingisatrickygame] 21/8/2019 15:34

So the deal will go through in 2020, subject perhaps to any review such as our own monopolies commission in the UK.

Will Bayer personnel be integrated into Elanco?

Will Bayer personnel transferring to Elanco be allowed to continue executing certain projects, i.e. Eden tech and Eden CAP products, whilst the deal is in transition OR are all pending/new projects/product launches on hold until Elanco hierarchy has had time to evaluate and decide?

Does the deal to sell to Elanco even include any right's Bayer has to Eden tech and Eden products? Was it even highlighted in such an enormous multi-billion $ deal?

Did Eden have clauses preventing its CAP tech and product rights being transferred in the event of a trade sale?

If so, has Eden structured its own direct deal?

What happens to the Bayer Animal Health brands and if they are to be re-branded by Elanco, does that delay what was an intended launch of Eden's CAP products?

Will Eden's CAP products under Elanco go worldwide or just stay in the USA?

What value and level of importance does Elanco place on Eden Tech? Seems a real small fish to me in the scheme of the deal size.

There is so much to share, again and isn't all of the above known to Sean, Alex and Lykele.

Surely some communication is due on this in the coming week, just so shareholders understand this vertical that Eden is apparently about to finally, embark upon.