Eden Research Share Discussion Threads

[supersonico] 29/10/2019 14:03

You'll be pleased to know .. my Self Imposed NDA's don't include Sipcam Araw posts.

After spending a week with Agrotaw and Agricultural Advance in #Italia, we leave you some photos that summarize the technical trip viaje. We have made technical visits to table grape fields 🍇 to see their varieties, type of training, coverage and of course, to talk about the treatment with #Araw, our antibiotic and antioid product, in Italy known as Trilogy. We also enjoyed a walk through Allberobello and Bari in 🚲 and segway turning these days into a fantastic and unforgettable adventure.

[supersonico] 29/10/2019 10:55

[MY EARTH] Pesticides in the Bordeaux vineyards: "it is urgent to ban these products that kill us"



Marie-Lys Bibeyran has been an anti-pesticide whistleblower since the death of her brother, a worker in the vineyards, who died of cancer in 2009. A daily fight to inform the public and obtain the total ban of these potentially dangerous products for the health.
……………..

[supersonico] 29/10/2019 10:02

We've helped Fock it.. Trust us to Fix it..news

Syngenta invests $2 billion in sustainability.




BASEL, SWITZERLAND — Syngenta plans to spend $2 billion over the next five years to find innovations in agricultural sustainability and combat the pressures of climate change.

“Agriculture is now at the front line of global efforts to tackle climate change,” said Eric Fyrwald, chief executive officer of Syngenta. “Syngenta is committed to accelerating our innovation to find better and ever safer solutions to address the shared challenge of climate change and biodiversity loss.”

The investment supports a new Syngenta sustainability goal of delivering at least two technological breakthroughs to market each year, to reduce agriculture’s contribution to climate change.

Fyrwald said the investment in research and development for sustainable agriculture will be matched by a drive to reduce the carbon intensity of the company’s operations by at least 50% by 2030 to support the goals of the Paris Agreement on climate change. Syngenta’s commitment has been endorsed by the Science Based Targets initiative (SBTi).

[supersonico] 21/10/2019 14:39

IBMA@IBMAgl

Biocontrol Technologies are already a reality in agriculture and horticulture - We will show it! This is one of the priority for our New Executive Director Jennifer Lewis - Watch the video to know more




……………

Eden Research plc@edenresearch

Concern over #microplastic pollution arising from agriculture and horticulture means existing technologies could be removed from the market in the coming years.

Novel solutions are required for stable and effective #formulations in crop production/protection.

[chrischas] 21/10/2019 14:25

Hope they meet some professionals.You never know something might rub off

[supersonico] 21/10/2019 11:59

Eden Research plc@edenresearch

Eden Research plc Retweeted Annual Biocontrol Industry Meeting
We are at @ABIM_Biocontrol this week, where key players in the industry are gathered in record breaking attendance.

[investingisatrickygame] 19/10/2019 23:13

The 2016 AGM presentation say's £12 million IP spend & registrations

The 2018 AGM presentation say's £14 million for the same.

I don't recall seeing the £14 million until the new website went up.

Happy to be corrected, but where and when did we get £2 million additional monies to spend in this way?

[brucie5] 18/10/2019 20:58

Tick up from me, Ken, if I only to encourage you to stick around, please. Let's reprise this conversation when the EPA clear CED/MeV for use throughout the US market. Hopefully, this side of Christmas. Then let's knock together some back of a cig paper calcs on how much to get this kind of biopesticidal acceptance for that size of market. Revenues may yet follow!

[supersonico] 18/10/2019 18:19

Pesticides and sustainability, the challenge is won thanks to research and innovation. Again, president of Agrofarma: safe Italian products, but need to do system.



Production quality and food safety; the final revision of the NAP; environmental sustainability and the importance of innovation. Highly current issues that we have explored with Alberto Ancora, president of Agrofarma, association of Federchimica Confindustria, (Vice President Basf of the EMEA South subregion, which includes Southern Europe, Turkey, Iran, Africa and the Middle East). Agrofarma promotes the optimal use of crop protection products, spreading a culture of sustainable agriculture that reconciles the needs of productivity with the health of the crops and the protection of the environment.

President Ancora, with regards to the use of crop protection products, what are the quality standards of Italian productions? And consumers can rest assured?

Our sector - that of agropharmaceuticals - makes a substantial contribution to the growth of the food supply chain. Not only in terms of supporting production from a quantitative and qualitative point of view, but above all in terms of protecting food safety and consumer health.

It is worth remembering that in the field of food security, Italy ranks first in Europe and therefore in the world. EFSA, in its latest report on pesticide residues in food (related to 2017), confirmed that it is the European producers, and among them Italian ones, that offer the healthiest foods to their consumers. Indeed, the EFSA report clearly shows that 95.9% of the more than 88 thousand samples taken from a wide variety of European food products have a lower concentration of residues than the one set by EU legislation.

The EFSA results are confirmed by what was published by the Ministry of Health in the last "Official control on plant protection product residues" (year). With 99.1% of agri-food products with residues lower than the legal limits, Italy is in fact above the European average and is confirmed among the most virtuous countries in terms of food safety.

Pan review for the use of pesticides: what are the aspects to improve?

Agrofarma is certainly in favor of developing measures that encourage the adoption of integrated crop protection and shares the principles of the PAN aimed at an increasingly sustainable use of plant protection products to protect health and the environment.

We appreciate the willingness of the institutions to respond to the critical points of the previous text and, as an Association representing the companies of the agrochemical sector, we are constantly engaged and open to collaboration with all institutions to promote correct information regarding the use of crop protection products, aimed at reducing to the minimum the risks for the environment and for food products and to ensure the protection of farmers. At the same time, however, we continue to record an approach based more on eliminating than on spreading good agricultural practices.

In this spirit we participated, last Friday, in the Consultation Forum on the PAN, an opportunity for discussion with Mipaaf, the Ministry of Health, the Ministry of the Environment and Crea, hoping for an overall evolution of the crop protection product sector based on the adoption of good agricultural practices rather than on product selection, consistent with the rigorous product evaluation process. To achieve this result, it will be necessary to implement specific and targeted measures, aimed at resolving the problems encountered at the territorial level, without relying on alarmism or feeding groundless fears or that we risk leading to unjustifiably restrictive measures.

We believe that the cornerstone from which to start is the awareness that sustainable agriculture is not possible that excludes the use of crop protection products. As shown in the report “The role of agrochemicals in the Italian food industry” edited by Vsafe, a spinoff of the Catholic University, this road is currently impractical, unless we want to jeopardize the sustainability of the entire Italian agri-food sector . All this becomes even more important if we consider the very strong reduction in the number of molecules available to the farmer today, which is highlighting a particularly critical situation in the difficult fight against numerous alien parasites such as the Asian bug.

For this reason, we believe that all the measures that will be introduced should aim to increase the professionalization of the sector in order to promote a truly effective, innovative and sustainable model. This will be possible only through an open comparison between the actors of the sector and the institutions.

Sustainability and productivity is an increasingly feasible combination?

Safety and quality are the pillars of the research and development processes promoted by companies in the chemical and agrochemical sector, to the benefit of farmers' productivity. Our companies constantly invest to find innovative solutions, with the aim of ensuring an environmentally sustainable, productive agriculture that is in line with the maximum protection of the final consumer, in a long-term logic.
Agrofarma provides all its skills to reach certain rules that allow the industry a medium-long-term planning in Research & Development, for innovative products so that greater crop productivity and entrepreneurial work efficiency go from hand in hand with measures in favor of sustainability and security. To this end, the companies of the sector invest about 6% of their annual turnover in Research & Development, around twice as much as the manufacturing industry.

What would agriculture be without research and innovation? And what should be the results to be achieved in the short and long term?

Research and innovation are central to the development of increasingly efficient, productive and sustainable agriculture. Today we talk about innovation at 360 °, that is not only a commitment of our associates towards the development of new molecules that are ever more effective and sustainable, but also the search for innovative solutions that allow an integrated and connected use of the different technologies. For example, let's think about IoT (Internet of Things) solutions which, through the use of sensors, will allow to reach targeted agronomic interventions, managing to optimize production, raising the quality standards of agricultural products, reducing variability in the field and minimizing the at the same time waste and environmental risks.

To achieve this goal, it will be necessary to develop solutions that are adaptable also to the specific peculiarities of our agriculture and to promote specific training, with the creation of ad hoc study courses, and the constant professional updating of the technicians working in this field.

Do Italian farms believe and invest in innovation?

Today we can increasingly observe the progress made by precision farming, but future prospects are still to be explored, and many estimates tell us that the prospects and growth margins are enormous.
A recent study by the Politecnico di Milano shows that the current value of the Agriculture 4.0 market in Italy is around 2.5% of the global market, but it is estimated that in the coming years this can grow at a rate of 20% per year (with a value that in the next 5 years could reach one billion in Europe alone).
The companies of the agricultural supply chain, therefore, strongly believe in innovation, and in particular those of the agropharmaceutical sector are at the forefront, to promote the development of innovative solutions that take into account this evolution.

And the policy, Italian and European, in which direction is it going?

The agri-food sector is a fundamental pillar of our national economic system, and a source of pride for its ability to represent the "Made in Italy" abroad.
To grow organically and on international markets, in economic and competitiveness terms, all the players in the agri-food sector must believe in the need to create a system, to create synergies both within the same supply chain and between supply chains.

I believe, and it is in this sense that we are committed as Agrofarma, that we must increasingly work in the direction of policy sharing, building tables between institutions, organizations and the productive world and companies, at all levels, with the common goal of to continuously grow and enhance the agricultural sector of our country.

It makes no sense to build barricades between the various components of the supply chain. Producers of technical vehicles, agricultural enterprises, large-scale distribution, food businesses, institutional representatives should work together to find shared and feasible solutions.

Often, on the other hand, they are placed on contrasting positions, sometimes even very marked, which do not benefit anyone, primarily our Made in Italy.
To the public decision-maker - Italian and European - we ask that political and regulatory decisions are always based on data and scientific evidence and that ideology or the search for consensus does not prevail. It is essential that public opinion is aware of the indispensability of agrochemicals and the great progress made by our sector in terms of innovation and sustainability. We would like to see the strategic value recognized by our sector within the agri-food chain and the great role our industry plays in providing innovative and sustainable solutions to our farmers.

[kenmitch] 18/10/2019 18:06

Brucie

I thought Hastings was going to update on his CEO chat but don’t know why he hasn’t.

Though flattered by your comments I couldn’t add much of value as posters like you and supersonico are FAR more clued up on Eden itself. I just look at it from an Investment angle.

Fair comment btw re ENRT.

KEY point for me is....Sipcam, Bauer, Eastman. WOW! VERY big hitters indeed. Yet STILL Eden sales are minimal. That’s what I can’t get my head round. Why with Companies like that helping why such dire sale figures?

One final point re our investment success or otherwise. Key imo is that we should at least match market performance. If we do, or better, we’re doing it right. If we don’t we aren’t. And too much in shares that underperform usually means not matching market performance. So imo it’s vital to have most of our investment money in shares that do well or look likely to do very well SOON.

[supersonico] 18/10/2019 13:32

SDSU study shows world’s most common pesticide a danger to deer.



A groundbreaking study conducted by scientists in South Dakota has found that the world’s most widely used family of pesticides — neonicotinoids — is likely causing serious birth defects in white-tailed deer, deepening concerns over the chemical’s potential to harm large mammals, including humans.

A subsequent study by the wildlife scientists and ecologists at South Dakota State University in Brookings will examine whether ring-necked pheasants also could be harmed by neonicotinoid pesticides, which are used heavily in agriculture across the state.

The first study, with results published in March, showed that white-tailed deer with high levels of neonicotinoid pesticide in their spleens developed defects such as smaller reproductive organs, pronounced overbites and declined thyroid function. Fawns with elevated levels of the pesticide in their spleens were found to be generally smaller and less healthy than deer with less of the chemical in their organs. The study marks the first time neonicotinoid pesticide consumption has been linked to birth defects in large mammals.

[brucie5] 18/10/2019 12:32

Ken, I believe Hastings from MW had a long conversation with the CEO and was very positive. But has not, to my knowledge, done a full write up setting out his reasons. To be honest, it would be nice to have you round here more often, giving the case for the opposition, mainly because I feel you are a known and respected voice over at MW, so perhaps a little more (!) trustworthy than a poster who simply drops by to suggest, at moments of share price weakness, that the whole building is about to collapse. By contrast, I find that distasteful and highly misleading. Your points, however, are well taken.

I too, have had many experiences of failed tech shares, and have become extremely inured, not to say, cynical about their prospects. Therefore I have to be constantly revising my views about EDEN, and have indeed cut back my position here, from maximum bullish, to one where I can comfortably survive whatever is thrown out by the bod, while also benefiting from any opportunity to invest further and deeper, should Wan, and Super's (slightly more opaquely expressed) expectations come true.

Like Super, I don't think the ENRY analogy is very exact, though, as the 'set apart' factor here, is not the revenues (clearly) but the fact that the heavy lifting is being done by Eastman and Sipcam (with Sumi of course), and we really can only speculate what interest Bayer may yet prove to have. Theses are big hitters, I hardly need to say.

Bayer, is also in a deep fix with Roundup, which in itself is a fascinating subject; but any research will demonstrate the huge potential market, not just for MEV/CED, as their applications broaden, and of course the insecticide, but Sustaine as an encapsulation technology. As Wan constantly points out, this is not an unproven or ignored technology; it is merely an incompletely valued one, and as yet, completely overlooked in today's share price.

[supersonico] 18/10/2019 12:15

Good Neighbor Charters and Pesticides: An Announced Failure.

Générations Futures reviews the decree and decree on measures to protect people from pesticides and the departmental "commitment charters" currently being drafted by the Chambers of Agriculture.



While the public consultation on the decree and decree relating to measures to protect people from pesticides has just ended, Générations Futures publishes today a report explaining why there is a good chance that things will not change. favorably for populations exposed to pesticides.

This report presents:
A critical analysis of the national decree and decree, in the process of being adopted, in relation to the requirements of personal protection and explains how, in the current state of things, these documents will not lead to real protection for residents .es.

The presentation of an exclusive survey by Générations Futures on the departmental "Commitments of Commitments" for pesticide users currently being prepared. The report shows that:

The fact that the Chambers of Agriculture and the Prefectures take into account requests to participate in Consultations of Commitments is very small (based on an exclusive survey of more than half of the French departments).
The composition of the rounds of people participating in the consultations on the charters is totally unbalanced (from the example of the Charente)
The Charter that should be signed Thursday 17/10 in Drôme in the presence of the Minister of Agriculture lacks ambition.

"We want to alert the authorities: if they do not measure the current failure and if it does not impel real protective measures vis-à-vis the populations exposed in the national framework nothing will be resolved and tensions between residents and farmers will continue. "Says François Veillerette, Director of Future Generations. "It's time for the government to take responsibility and encourage a real change in agricultural practices in this country, while taking into account the public health issues for the local residents exposed" adds he.

[kenmitch] 18/10/2019 09:52

Supersonico/Brucie.

Thanks for bothering to reply and in such good spirit.

Obviously you are both convinced by the story and that in time the share will do very well. I’m not going to try and convince you otherwise again not least because if I succeeded and you reduced your stakes and then there was news sending the share price a lot higher you would rightly curse me for evermore!

Also I agree (and in recent years have occasionally cashed in) that the share does have the odd very good run when latest news excites for a while.....but then it drifts lower again on no significant sales follow up.

And yes too; agree that 2p is very unlikely. It was JakNife’s views on why the share price underperforms that I agreed with.

Good luck and I hope you and other Eden fans don’t have too much longer to wait.

[supersonico] 17/10/2019 21:33

Kenmitch,

Eden imo is worth investing in purely as a punt on Cedroz alone and the Growing applications of Mevalone..soon to be Organic. A bonus I expect will be the name/s of any Strategic Partners Eden may collect if they choose to raise funds to accelerate development objectives.

A huge Bonus will come when the Formulation / IP parallel delays issue is resolved.. as then and only then will you see why the TT/Bayer / SustainE parallel delays have been the Golden cork in your bottle of Tremendous Promise.

Alternatively, looking at Eden thru the other end of the Telescope.. you could ask yourself... why is Cedroz not delayed? or has it been? and.. if not..why not? ..these are good questions if your one of those folk who like Sudoku. Once you have the answers then I wager that you won't be describing an Eden share buy as a 'fun punt'.

Finally.. comparing Eden to ENRT makes little sense to me given the partners Eden have slowly developing their Technology. ENRT had nothing on the scale of Eden in that respect..Did they have any Partners except a Barge cover maker Firm..James Marine and 2K ? Hardly comparable is it?

[brucie5] 17/10/2019 20:59

Ken, yes, this opportunity has to be considered against others and each investor needs to be mindful of own risk. For me it comes down to sizing. Against that, I'm happy with my holding, and I have capital in folio to take further advantage of the right funding event, should it happen. But fwiw, I think Jak's 2p is simple mischief. The market will view positive newsflow in the way that it has historically - look no further than the five year chart to see the ebb and flow. Jak likes to shout loudest when the price seems to lend weight to his theory. We shall see.

[kenmitch] 17/10/2019 19:49

Brucie5.

We’ll just have to disagree. Yes, the IP shows great promise and has done for years. But that’s no use unless it translates in to sales and profits. And that’s where the diehard Eden fans who have held and believed for over 10 years have gone so wrong. They just cannot grasp that sales and profits move share prices up. So not until there is news showing clearly that at long last there will be meaningful sales and profits is the share likely to show sustained gains.

Failure to grasp this basic point also applied with ENRT. There too tremendous promise but no meaningful sales......until ENRT went bust. Eden is OK for a fun punt with money investors are happy to see do nothing until proper news, but large stakes simply mean missing out on so many shorter term investment opportunities.

e.g until recent gains bombed out U.K. dividend paying shares were the best value they have been for decades. Why have a lot of money tied up in shares doing nothing year after year ahead of shares shooting up 50% and more in no time?

But each to their own, and good luck with your Eden stake.

[brucie5] 17/10/2019 17:47

Ken, I am always respectful of your posts, so thanks for this. I would nevertheless urge you, if you have not already, to read Wan's analysis. Notwithstanding low revenue base there could well be an 'inciting incident' to suggest a far higher intrinsic value. Therein lies the promise of the IP and its usefulness to majors, which we already see reflected in Eden and Eastman's interest.

[brucie5] 17/10/2019 17:47

Ken, I am always respectful of your posts, so thanks for this. I would nevertheless urge you, if you have not already, to read Wan's analysis. Notwithstanding low revenue base there could well be an 'inciting incident' to suggest a far higher intrinsic value. Therein lies the promise of the IP and its usefulness to majors, which we already see reflected in Eden and Eastman's interest.

[kenmitch] 17/10/2019 17:04

Brucie5

I visit this bb occasionally to read your posts and also JakNife’s.

I agree strongly with jakNife. The principal reason is NOT "which of course is the IP," and if that was the investment rationale, the share price would now be much higher.

What will move (and then keep) the share price up will be fast increasing revenues and profits. And unfortunately those still look a long way away. Some EDEN fans have simply failed to grasp this simple fact. Instead they spend ages becoming very knowledgeable about their products when they should be focusing on the INVESTMENT angle.

Eden fans blame all sorts of things for the poor share price performance, including broker Cenkos. BUT the reality is that Eden have had what seems a stunningly impressive product offering for many years, but for some reason (which I've never understood) have failed miserably in marketing it.

So the reason for the miserable share price is obvious.

I've held EDEN in the past and might well buy again, but NOT until real share price moving news.

[brucie5] 17/10/2019 11:52

Jaknife, by all means. And will you undertake to the same...?