Eden Research Share Discussion Threads

[supersonico] 31/8/2019 13:24

Private investors don't understand why Eden have gone Soggy.. News

TT Head lice lotion.
Soggy Incongruence or Conspiracy theory??..

You Decide whether the 'Major Unmet market need ' as described in 2015 is adequately represented by Cenkos in Aug 2019 'Killing it' report. You could also consider if the anecdotal mayonnaise and Garlic treatment news report is also a sign of a current 'Major Unmet market need' that Cenkos fails to sufficiently relate in the same way SS managed to do in 2015.

Perhaps Cenkos should have consulted SS.. Oh they did.. and some how it all got soggy in translation like the rest of 'Killing it 4NY.'

24 August 2015

Eden's Chief Executive, Sean Smith, commented: "This Agreement is significant to Eden in terms of both the licence fee and the market opportunity. We believe that the combination of Eden's patented GO-E™ encapsulation system with efficacious, low-risk ingredients will provide the differentiator and sustainable competitive advantage required to be successful in this attractive market.

"Products that exhibit immediate and sustained efficacy against lice and their eggs, safety, and ease of use are well-positioned to secure market leadership in a relatively short time frame. The incumbent treatments not only fall short with respect to these qualities, but they also suffer when highly-adaptable lice develop resistance to many of the most effective synthetic actives. We believe TerpeneTech's products will fit a major unmet market need.

"Eden has worked well with TerpeneTech over the years and is pleased with the contribution that it has made. At this stage it makes sense for Eden to take a larger share in the future value that is being built by TerpeneTech in addition to the royalties that are due to Eden under the existing and new licence agreements.



Cenkos 2019 @'Killing it'

'We expect TerpeneTech to launch its headlice treatment in the UK in time for the return to school season in September 2019. At this time, we do not include royalty forecasts for Eden Research, given the size of the UK market means any income is likely to be relatively small. However, if the product is successfully rolled out in larger markets, eg across Europe and into the US, the royalty potential of the product could become more significant.

Eden Research believes that the global headlice market is worth ~$700m at the retail level and is seen as lacking particularly effective products, relying on synthetic chemical active ingredients and lice removal devices. Trials undertaken by TerpeneTech suggest that its headlice therapy delivers a high degree of efficacy treating both lice and their eggs'.

[northwick] 31/8/2019 13:18

Is Terpene Tech updating its website?Looks like it has been taken down.

[supersonico] 30/8/2019 17:05

Don't get Down Investing..a New School year starts next week..you know what that means..don't you?..Time to treat the epidemic that has left Mums resorting to homemade mayonnaise and garlic Lice Lotion. No hurry then .

It's a chance for Eden who imho are becoming less accountable to shareholders and less aligned to shareholder interests and less transparent to really prove they don't just waste money on commissioning not one but two soggy reports but who can finally show they can keep to their short order parallel delayed timetable..

[investingisatrickygame] 30/8/2019 15:51

The Eden story and bond with investors, one might argue, is weakening, not strengthening.

A 50 page report offers two products, Mevalone and Cedroz, with downstream possibilities for Sustaine and G3Y. Yet, our closest benchmark is Marrone Bio, worth 6x our market cap, so should Eden be 60p now? If not, why not? If not, why the benchmark?

What else does Eden have in field trials?

Will Eden ever tell us about where Sipcam is in their analysis of Sustaine for both combined product/formulation and stand-alone. We are over two years down the line from the start of that evaluation and yet there is absolute silence.

Investors should be both angry and disappointed with this report. Not because it isn't detailed, it is. But, it does everything to avoid the real questions and the real content that allows investors to make investment decisions.

With a current price target of 12p for 2020 and 19p for 2021, why would I invest today? Based on that commentary there is no need and no hurry. These price targets make a mockery of Eden commentary.

hxxp://www.edenresearch.com/~/media/Files/E/Eden-Research/documents/reports-and-presentation/agm-presentation-2019.pdf

Slide 3
Slide 8
Slide 18 - Many years away given product development and commercialisation lifecycle
Slide 19 - proven addressable market is totally disconnected to price targets. Our target share must be miniscule
Slide 20

[supersonico] 30/8/2019 13:01

Incongruence is not a conspiracy theory when the Cenkos account does not match company reports.. and that's not all your left with.. as my previous posts detail and fully reference my points in full..so you can decide for yourself.

An example of Dampening by omission ... Cenkos make reference to Copper as a fungicide in Organic market but fail to mention EGTOP and likely Organic authorisation which Sipcam have signalled in it's own PR. Eden's Mevalone post Organic authorisation could replace Copper products..but not a mention of this.

Is that Conspiracy theory ?

[brucie5] 30/8/2019 12:57

I think you should make the approach. They won't come to you. Otherwise all we're left with is conspiracy theories, aka 'incongruence', filling in the gaps, etc.

[supersonico] 30/8/2019 12:14

Brucie5,

Both ShoreCap and now Cenkos have painted a similar picture, both have done what EDEN paid them to do. The facts speak for themselves. This is a predictably very limited and shallow dive from Cenkos and only strengthens my conviction again that my Dampening narrative is an accurate representation of company policy. The Gaps in the commentary alone around TT are gapping Holes and only amplify my frustration and incredulity. This is intentional policy by Eden, an enquiry from me will not alter that one iota imo.

Investings point in post 6810 'why not give a 2020e, 2021e for Cedroz globally'? perfectly captures that absence of any real depth to the analysis. Do you not believe Eastman who know their market inside out, don't have projections about a product that is in many ways replacing a product they currently sell that is being phased out or are they as in the dark about future sales as we are?..I doubt it. In fact I believe those numbers will be very large..but Eden will not even tell us Eastman's low ball assessment with all the usual caveats. Why Not?.

On it's own one could understand omissions or cautiousness of over promising but when the picture is so shallow and full of incongruity with previous company statement s, omissions, gaps and lacks clarity then it's Policy imho.

Of course I invite Eden to write to me to offer further clarity .. ..then I could report back as you suggest.

[brucie5] 30/8/2019 11:28

Super, may I suggest that you arrange to speak to the CEO to put these questions? Hastings on the MW site was able to do this. Then you could report back, and the resultant clarity would be helpful to EDEN as well as ourselves. I'm sure Sean would be open to this.

[investingisatrickygame] 30/8/2019 11:24

If Cenkos is happy to give 2019e for Mevalone and Cedroz US, why not give a 2020e, 2021e for Cedroz globally, which it will be in 2021 to give a larger sense of scale and thus value opportunity to invest.

The research paper headline says "Killing It", the report, whilst detailed, gives absolutely no numeric identity of killing it at all.

Very disappointing that Cenkos cannot/haven't painted the value picture for all to clearly see.

[supersonico] 29/8/2019 11:40

Fraudy Lad

I'm still waiting on the a Mancast mentioning Eden..it's been over 230 days..I'm sensing a lack of Fraudy motivation, conviction and confidence.

Also where are the Lube?.. more lube means their is a share price campaign but a dribble like you signals defeat..come on Man-up Fraudy make an effort.

Oh yes nearly forgot....I'm loving the castrated and submissive use of the word 'Gimmickry'.

All signs that The Supersonico take down of Fraudy is complete.

[supersonico] 28/8/2019 16:59

What a fun day.. Gimmicky Fraudy lube avoiding this thread and coverage with FT posting Cenkos Eden Buy..Recommendation. Mrs100K will be doublechuffed..



● In brief: Chesnara raised to “hold” at Peel Hunt; Dassault Aviation rated new “equal-weight” at Morgan Stanley; Eden Research rated new “buy” at Cenkos Securities; H&M raised to “outperform” at RBC; Leonardo rated new “overweight” at Morgan Stanley; Meggitt cut to “sell” at Société; Générale; Royal Unibrew raised to “hold” at Jefferies; Sixt raised to “buy” at UBS.

[paulpaolo] 28/8/2019 16:25

Across all of Eden's portfolio, developments continually seem to favour the firm, yet we hear almost nothing from it for such long periods of time. They did tell us recently Eastman had made first sales of cedroz and about the apple approval for mevalone in France, which was great, but slightly more would be great.

[supersonico] 28/8/2019 13:00

List of Biocontrol Products up to date on 22/08/2019



ANNEX: List of plant protection products for biocontrol under Articles L.253-5 and L.253-7 of the Rural Code and Sea Fisheries
NB. The reference products (black) and the second range products (blue) are in bold. Resale products are shown in italics. PCPs, second trade names, and generic products associated with each of the reference or second-tier products are aligned to the right.

Part C: Phytopharmaceutical biocontrol products comprising natural substances of plant, animal or mineral origin.

Eugenol, Géraniol, Thymol MEVALONE 2161080
Eugenol, Géraniol, Thymol NIRKA 2161080
Eugenol, Géraniol, Thymol YATTO 2161080
Eugenol, Géraniol, Thymol EUGETI 2170855
Eugenol, Géraniol, Thymol TRIGEMOL 2170859
Eugenol, Géraniol, Thymol CAGENOLETA 2171177

file:///C:/Users/Owner/AppData/Local/Packages/Microsoft.MicrosoftEdge_8wekyb3d8bbwe/TempState/Downloads/2019-615_final%20(1).pdf

MEVALONE SUMI AGRO FRANCE



Spécialité similaire à

TRIGEMOL
EUGETI
CAGENOLETA

[supersonico] 28/8/2019 10:03

Northwick,
I'll stick to my own research..into Eden..a company in no apparent hurry to sell into an epidemic of epidemics.

The report ,SP targets and revenue forecasts are a charade to suit New York and our Cenkos arranged strategic investor imo so I don't expect Eden's Swede potato period to end until Akala has watched all of season 12 of ..'Incongruence'.

Were being taken for foods.

[northwick] 28/8/2019 09:37

SuperIt is a good read but not impressed with the revenue forecasts and short term share price target.

[supersonico] 28/8/2019 09:14

Poppies and those mayors who resist



Mayors wake up and join our fight against pesticides. Great new! Daniel Cueff, mayor of Langouët (Ille-et-Vilaine), is a friend of Coquelicots, as well as Brigitte Reynaud, mayor of Revest-des-Brousses (Alpes-de-Haute-Provence). In return, we support them without the slightest hesitation. They are the honor of our nation, as well as all the mayors who, from Bédarieux to Toulouse, from Nogent-sur-Marne to Brest, from Paris to Grenoble, have shown in one form or another their support for our common struggle.
However, it must be remembered that the creation of perimeters to ban pesticides around inhabited places is not our goal and never will be. Our Call was born from a terrible report, that of the poisoning of all walks of life. And the immobility of all public and political leaders. And it is precisely for this reason that we demand the end of all synthetic pesticides. All. Not just that molecule, but all. Not only here, but everywhere.

The risk exists to see the bottom of Poppies break against the desire to compromise with the system. The public interventions of Mrs. Ségolène Royal and Mr. Emmanuel Macron show that it is very easy, basically, to impose spreading limits without addressing the substance of the problem. But to global misfortune, global solution. As never before, we shout at every roof, there is only one acceptable future. And it goes through the end of all synthetic pesticides.

[supersonico] 28/8/2019 09:10

Unlikely to be anymore than a copy of the dampening ShoreCap report imo.

[33mick] 28/8/2019 08:46

The only free bit without upgrading..

Eden Research is a biopesticide company we see set to enter a period of strong product sales growth driven by expansion into new countries and new crop markets. The company has built a strong foundation of its proprietary encapsulation technology and natural pesticides which have been developed into regulator-approved products; one launched and a second close to market. With an underlying market expected to grow at high-teen rate and a favourable regulatory environment, we believe Eden Research ...

[northwick] 28/8/2019 08:45

Super,Just registered with Cenkos and downloaded a copy from the link you provided.

[supersonico] 28/8/2019 08:32

I don't have it either.. it won't tell us anything we don't know already so we're not missing anything imo


1) Molluscicide news
2) Insecticide news
3) Wider Mevalone application label extensions TRIGEMOL / EUGETI / CAGENOLETA
4) Post Harvest/ other Seipro products from Sumiagro/Sipcam
5) Cedroz registrations/ Mevalone approval
6) EGTOP Organic announcement Eugenol / Thymol / Geraniol
7) Strategic update/strategic investor/
8) Bayer news
9) TT news
10) Bayer / TT parallel delay revelation..
11) Sustaine news from Sipcam and collaborators / Eastman
12) Field crops trials Cotton/wheat/soybean / 'highly potent active agent encapsulated' news