Eden Research Share Discussion Threads

[supersonico] 18/3/2020 13:56

Is it 2p already?

For someone who's seldom wrong I'm starting to see some issues in the simple task of reading the share price

Not a good start CredibleTrev.

Still you do make Mrs100K chuckle if that's any conciliation.

[123trev] 18/3/2020 12:42

The current situation is that this is going to 2p and I’m not arguing with you I’m saying it’s a fact end of and your just another idiot who doesn’t understand how this all works so spout on and I will call back in at 2p to catch up again and I’m seldom wrong.

[supersonico] 18/3/2020 12:34

Trev,
Thanks for the advice , but I already have a very good grip of what Eden are doing.

I'm still waiting for further supporting evidence of your earlier post from yourself which I'm eagerly awaiting.

Perhaps try and provide evidence rather than disparaging remarks so we can both constructively debate and thereby improve our shared understanding of the current situation.

[123trev] 18/3/2020 12:33

I’m not going to argue with experts,lol,but 2p is on its way.

[investingisatrickygame] 18/3/2020 12:24

Cash in the bank, debt free and a small manageable and relevant workforce. How many businesses are in that fortunate position right now given the current climate.

Companies will go bust, others will borrow more and be further leveraged and importantly, many will no longer be seen as an investment opportunity or investment relevant for the future.

Eden and companies like them should now come into sharp focus for these very reasons. Additionally for Eden, they play to food yields and safety and everyone needs a continuous supply of safe food. They play to tech and the plastics (free) agenda.

And they are extremely undervalued. I see a lot of interest being taken in Eden in the coming months and other companies like them.

[123trev] 18/3/2020 12:20

Lol, funds raised get a grip that’s just part of the show,lol, how much has been raised in any other stock. The truth is if this was going to happen it would have done so for what ever reason it’s taken to long far to long in fact and any farmers don’t seem to be clued up-and I know a lot of them.

[chrischas] 18/3/2020 12:18

There has been a double dilution. a) through the number of shares b)through the stock market crash.
I would expect the same for the Directors' emoluments or they start working twice as effectively. Some how the later does not seem possible.

[erinvale] 18/3/2020 12:16

Shareholders have supported fund raisers for Eden for decades - and at much higher prices. Directors have bought shares - and at much higher prices. Eden has looked like a lost cause for some time. As with so many failed microcaps, excellent IP but poor management. RIP.

[supersonico] 18/3/2020 12:03

Got any particular supporting evidence for your comment Trev?

The funds raised and the PI interest suggests your view is not widely supported by either industry or current eligible share holders who likely are following the story fairly closely.

[supersonico] 18/3/2020 11:28

Agree with that AttyG.
Impressive considering cash being the fattest king on earth..

[attyg] 18/3/2020 11:22

Great to see such a take up.

Well done in getting this interest at such a time.

[investingisatrickygame] 14/3/2020 22:47

Chrischas,

BGF within the terms of the placing can add someone to the board, Sipcam was afforded the same right when they took their stake in Eden. Will they add anyone else? Who knows, but it looks unlikely to me in the short-term.

[chrischas] 14/3/2020 19:26

But have they got a healthy Board? it’s about time they stopped holing up in the office.
How about some fresh air?

[supersonico] 14/3/2020 19:21

Looks like Johnson is taking a leaf out of TT's Short Order Headlice manual.

'in the face of an epidemic... do nothing'

[investingisatrickygame] 14/3/2020 13:47

Obviously, the Coronavirus is delivering terrible times. Within that, business is clearly going to suffer and this will see banks applying pressure to companies who are over-leveraged and whose banking covenants are now being breached.

I read in the paper today that Aston Martin has rescued its equity fundraising from collapse by reducing the issue price from 207p to 30p. The airline business, hospitality, leisure, events and more will all be in desperate trouble and so moving forward, investors, bankers, financiers, private wealth management, institutions and more will, I'm sure, will be having a review of what constitutes a viable investment for themselves and their clients.

I would imagine that what will come out of that is that investment now will focus on hat is the future. What is not exposed to what is perhaps a traditional investment model. What companies have sustainable business models, are not exposed to weak supply chains, have maintainable margins, growth prospects for a business/consumer base that needs their product rather than might want it.

A virus is bringing (temporarily hopefully) the world economy to a standstill.

A lack of food for a growing population would do the same, as would one that causes disease through pesticides base. It will be interesting to see how the debate over Monsanto progresses as one might now argue it is a food supply virus.

Eden will shortly have a healthy balance sheet, working capital coming through the books, a pile of new business waiting to hit the books post regulatory approval in different territories for existing products, a significant opportunity with NPD and Corteva being one such example. It has a protected supply chain and supply base which is plentiful and cheap. It has product solutions which are organic, free from Maximum Residue Levels (so never going down the pesticide based Monsanto route). It has tech in the form of Sustaine for controlled release, maximum protection and for blending with other crop protection products, so not only able to supply its own products directly and in-directly, but help to assist and manage product portfolio's of other crop protection companies.

If I were an investor of substance and was reviewing my strategy, risk, product and sector future-proofing and looking at areas of mass/global markets, then Eden is the type of investment I would pore over and then perhaps invest a good some of discretionary and non-discretionary money for my clients.

I think people will look at this virus and how the population has been exposed and with the knock on effects to industry and then they will look for companies and industries that will protect them going forward. In any recalibration in this area, Eden could really come out as a winner, not only in commercial performance terms, but as a new investment of choice for when that commercial success gets delivered.

I've never been more buoyant about Eden than I am right now.

[supersonico] 12/3/2020 23:23

Investing,
I doubt very much crop spraying will be effected by current restrictions.

Novel Coronavirus Prevention & Control for Farms

[investingisatrickygame] 12/3/2020 19:07

Swiftnick,

Market cap as you say, if the price holds and I suggested some reasons as to why it may do so.

I'd like to know answers to the other two questions though if anyone has them.

[swiftnick] 12/3/2020 18:59

Investing,Market cap after the fund raising won't be £12 million. Well not unless the share price tumbles to 3.2p.Current market cap based on a share price of 6p is £12.43m (207.19m shares @ 6p). After the issue of 168,333,334 shares from the fundraising (I am disregarding the open offer which I now suspect won't be fully subscribed), there will be 375.5m shares in issue which equates to a market cap of £22.5 million if the share price remains at 6p.

[investingisatrickygame] 12/3/2020 16:40

Eden is arguably protected from this current stock market carnage by virtue of AIM and its illiquidity.

Should Eden successfully raise the placings monies, they will be sat on up to £10 million cash (can't remember the net sum) vis a vis a market capitalisation of circa £12 million. So that too, in my opinion, should be price protective.

What I would like to understand though it how might Eden fare in the supply chain from toll manufacturer to the ultimate user/farmer? How are the distributors/transporters in France and Italy working in the current conditions?

Also, in terms of spraying crops or applying Cedroz once approved, with the Italian shutdown and Italy being a key market for Mevalone and Cedroz, will they suspend (temporarily or otherwise) product demand or will farmers in fields work as normal in terms of applying crop protection? If not working as normal, will this mean the possible use of drones or similar for crop spraying.

In short, will Eden's crop protection solutions still be applied by a workforce in the current climate and if delayed, will Sipcam, Sumi-Agro, Eastman still be buying up stock from Eden in readiness for delivery and use?

Does anyone have the answer to these questions or/and has anyone asked Eden?

[supersonico] 11/3/2020 20:26

I think 'otherwise' has already happened at least 5 times.

[investingisatrickygame] 11/3/2020 18:56

I believe I am until proved otherwise.

[supersonico] 10/3/2020 18:33

You still taking Eden's word on TT Investing?

I'd give up on that fruitless occupation if I were you.

The Eden TT narrative is BS imo.

[investingisatrickygame] 10/3/2020 17:31

I thought TT was approved for the UK and a distributor was needed?!

[supersonico] 10/3/2020 10:32

'Among other things that's exactly right'

'other things' which are under the exact same regulatory pressure.