Eden Research Share Discussion Threads

[33mick] 01/6/2020 15:31

Need a granular researcher to make sense of this lot..
it's basically a French field test of existing bio Botryis products...Edens existing competition...Mevalone is very briefly mentioned but not tested..gotta love the French..paper states out of 6 bacteria based products only one showed any promise..and more research required!

ORIGINAL RESEARCH ARTICLE
Front. Plant Sci., 11 February 2019 | hxxps://doi.org/10.3389/fpls.2019.00105
Microbial Antagonism Toward Botrytis Bunch Rot of Grapes in Multiple Field Tests Using One Bacillus ginsengihumi Strain and Formulated Biological Control Products

[quazie12] 01/6/2020 15:01

Just don't know what else would possibly encourage buyers

[quazie12] 01/6/2020 14:59

More likely a leak than a cleared seller

[northwick] 01/6/2020 12:25

I hear the seller was cleared last Friday. Hopefully, we can now expect the share price to increase steadily on the back of any new buys and positive News.

[pugugly] 31/5/2020 17:46

Re virtual-only AGM's - for interest

[quazie12] 31/5/2020 11:25

How convenient for Eden management that the Articles of Association do not allow them to have an online AGM. The real transparency question here, if I were a current shareholder (sold my last few in March 2020), I would of course be asking management if the Articles specifically prevent the online broadcast of the AGM which is very different to holding one online. So what do you think SS ? You are heavily invested.Q12

[supersonico] 29/5/2020 19:25

Successful results after applying #Araw during flowering to tackle both powdery mildew and botrytis.

[investingisatrickygame] 29/5/2020 15:40

Some big trades for Eden today, yet no movement in the price. Might Artemis have further moved their position down and if so to what level?

If to nil, might we now start to see a rise in the share price if some selling pressure has been removed?

[investingisatrickygame] 29/5/2020 12:53

super,

I think the world and the new 'moral army' will create a pressure vacuum that will insist upon 'natural' products.

Viruses, pesticides, harmful chemicals, oil are all seen as dirty and dangerous to people, product, climate and the air that we breathe. Also plastics and their lack of degradation. Labs and companies that continue to deliver in this way will be seen as unacceptable and society, governments, regulators will deliver the pressure for more rapid change.

Eden Research Plc - The Natural Solution

Eden has not made enough collateral out of this strapline. It is part of a mix to show Eden's clean image and footprint and differentiate Eden in the investment world and in printed (and digital) press articles. In fact, it is a door opener to conversation to enable this to happen.

[supersonico] 28/5/2020 13:43

Expert view: Biopesticides – a fast-growing multibillion market.

[chrischas] 28/5/2020 13:04

You will also see Sipcam in Spanish talking about other mildiu productos.!!!

[mirandaj] 28/5/2020 07:57

 
 Stock Watch

[supersonico] 27/5/2020 16:22

Sipcam es

Among vines over 30 years old, our colleague José Ramón Gómez is clear about which is the perfect product to start flowering: the ecological fungicide ARAW. An essential product to control powdery mildew and botrytis in your vineyard!

[supersonico] 27/5/2020 14:02

Investing,
This is one way of parallelly looking at it..as four base formulations (consisting of a combination of % of active ingredient) used in multiple applications across CAP and TT

Take the the CAP bit...

'amendment to its existing license agreement with Bayer Animal Health'

and to that we add the TT bit

'To progress the final development of a portfolio of Bayer products based upon Eden's technology and know-how, both parties have agreed to amend the existing license agreement to reflect several key changes'.

...……230;……………………………;……̷0;……R30;……230;……………………………;……̷0;……R30;……230;…………..

Eden Research plc (AIM: EDEN), the AIM-quoted company focused on sustainable biopesticides and plastic-free encapsulation technology for use in global crop protection, animal health and consumer products industries, today announces that it has agreed to an amendment to its existing license agreement with Bayer Animal Health (or "Bayer") for animal health products.


To progress the final development of a portfolio of Bayer products based upon Eden's technology and know-how, both parties have agreed to amend the existing license agreement to reflect several key changes.

[investingisatrickygame] 27/5/2020 13:11

From today's RNS it states

"There will be an increased investment in the project, which has been facilitated in part by Eden's successful fundraise in March 2020. The amended agreement will allow Eden to contribute to the formulation development process by deploying its expertise with bio-active substances and formulations developed over a number of years."

This implies that Bayer will contribute as well

"The amended agreement is designed to overcome these challenges and better meet Bayer's stringent product profile requirements through an expanded collaborative approach."

If the approach is now expanded, is a third party now involved as well? Why would Bayer's "stringent product profile requirements" even matter given the forthcoming divestment of this division which wan references on the other thread?

"Bayer remains committed to the commercialisation of up to four formulations"

Again, why with such a short time till divisional divestment? What's in it for Bayer?

"The anticipated commercial launch of these products is a part of Eden's strategic priority for business line diversification"

It's a priority!!!!

What does this priority look like in terms of a timeline?

With a new agreement to enter into a supply agreement upon successful completion of the development work, what % chance of success do Eden attribute to this?

What is the market value of these 4 products? Eden should tell us as they are investing Placing funds to make this happen and they have told us in the Placing document the value of all of their Mevalone and Cedroz markets by geography. as such, the precedent is set.

I take from this statement that Eden must feel somewhat confident that success can be delivered otherwise why invest such valuable funds, which are hard to come by, from the recent Placing?!

[brucie5] 27/5/2020 09:26

supersonico
27 May '20 - 07:59 - 7745 of 7746
0 1 0
In other news Eden recruit Dominic Cummings as Senior Narrative Enhancement Officer with special responsibilities for CAP 'forth formulation' LOL
-------------------------------------------------
Lols indeed. Yes, it would be nice to know what this ACTUALLY means.

[supersonico] 27/5/2020 09:11

So as highlighted in post 7722 Eden and UMMS fund this.



This relates to this;


YEAST CELL WALL PARTICLE ENCAPSULATION OF BIODEGRADABLE PRO-PAYLOADS


and discuses issues with the IP and enhancements. AKA Tweaks

Supersonico has for 2-3 years nattered on about parallel delayed CAP/TT

IMO the tweaks are related and possibly Bayer and TT are partners but given that Dow hosted a presentation of this enhanced/tweaked YCWP technology and we have a Corteva relationship we could persuasively argue that a Dow relationship with TT is a possibility.



So add in our annual and updated TT back to school news which has had an equally cummings-esq history, we may be seeing the beginnings of the end of the in the coming short order epoch for Eden TT/CAP and perhaps even a dual announcement on both and it's anyones guess which ecocidal behemoth we snuggle up with.

(I'm going to have to check this but ..Also add in that this is the first time Bayer has been cited in an EDEN RNS title ...so this is tectonic progress however one looks at it imo).

[supersonico] 27/5/2020 07:59

In other news Eden recruit Dominic Cummings as Senior Narrative Enhancement Officer with special responsibilities for CAP 'forth formulation' LOL

[supersonico] 27/5/2020 07:41

Forth CAP line on Eden web page but we still have not formally agreed the forth Formulation with Bayer News aka .. is anyone still buying the short order Forth formulation narrative? (I'm Not) .News update

Update on IN THE COMING SHORT ORDER Bayer Animal Health Agreement.

Eden Research plc (AIM: EDEN), the AIM-quoted company focused on sustainable biopesticides and plastic-free encapsulation technology for use in global crop protection, animal health and consumer products industries, today announces that it has agreed to an amendment to its existing license agreement with Bayer Animal Health (or "Bayer") for animal health products.

To progress the final development of a portfolio of Bayer products based upon Eden's technology and know-how, both parties have agreed to amend the existing license agreement to reflect several key changes. There will be an increased investment in the project, which has been facilitated in part by Eden's successful fundraise in March 2020. The amended agreement will allow Eden to contribute to the formulation development process by deploying its expertise with bio-active substances and formulations developed over a number of years.

The Company has previously communicated that there have been some challenges relating to one important formulation. The amended agreement is designed to overcome these challenges and better meet Bayer's stringent product profile requirements through an expanded collaborative approach.
Bayer remains committed to the commercialisation of up to four formulations, subject to Eden reformulation and testing, and Bayer evaluation and acceptance of reformulation and testing results. If for any reason Bayer does not advance the project, both parties have agreed that all elements of the intellectual property and know-how will transfer to Eden, including formulations, clinical and marketing data, market research, business plans, the associated brands and trademarks, and other information relating to the project.

The amended agreement also specifically references the intention of the parties to enter into a supply agreement upon successful completion of the development work. The anticipated commercial launch of these products is a part of Eden's strategic priority for business line diversification and demonstrates the scope for further exploitation of the Company's core technologies and know-how beyond biopesticides and crop protection.

[33mick] 26/5/2020 13:09

the cheque books are coming out,!

[investingisatrickygame] 24/5/2020 09:09

Morning super,

The Corteva deal will dwarf existing deals. You could easily 10* today's share price on that deal alone and that would still not be enough.

Mirandaj recently said we have too much time on our hands posting here. These BB's are simply an online conversation. I come here to learn and exchange opinion. So some of your recent posts including post 7740 have helped me and it is information I am not receiving from elsewhere. So, that is a good thing.

I'm sure some people come on here with an agenda, but I don't. I'm invested and I just want to learn more about my investment and exchange thoughts online.

[supersonico] 24/5/2020 07:25

Investing,
As a researcher over the years one is used to digging around trying to make sense of the market. One can scratch around to try and make some assumptions about the Fungicide market or try and extrapolate what $$ Cedroz might generate for Eastman.

What I am struck by and it's obvious is the shear scale difference that Corteva represents over Eastman or Sipcam. For obvious reasons the share price is not factoring in the Corteva news imo but once the magnitude of that news sinks in with further announcements, then I expect fireworks.

Sean Smith says Eden will act as a 'Consolidator' in the industry. He's talking about SustainE being the 'Consolidator' imo which when applied beyond Corteva to the other ag behemoths things could get a little interesting..in a ARM sort of way.

[supersonico] 24/5/2020 06:29

Sipcam Oxon lands in Chile, Paraguay, Russia and Thailand

In the second half of 2020, new commercial offices will open in Chile, Paraguay, Russia and Thailand. This was announced by Sipcam Oxon, the Italian multinational and 12th in the world rankings of the agrochemicals, administrative headquarters in Pero (Milan), consolidated 2019 revenues of 458 million euros, a thousand employees worldwide, of which 400 in Italy. The agrochemical sector is characterized by a strong concentration: Bayer (further strengthened by the acquisition of Monsanto by the German company Bayer), Corteva (derived from the merger between the American DuPont and Dow), Syngenta, Basf and UPL (in particular after the acquisition of the American Arysta by the Indian UPL) they control over 70% of the market. “Even more after the crisis caused by Covid-19 - said Nadia Gagliardini (photo), President of the Sipcam Oxon Group - more attention will be required to the agricultural sector. Agriculture will increasingly have to produce food in sufficient quantities for everyone in compliance with the quality parameters imposed by the market ".


….

Milan, May 21 (Labitalia) - In the second half of 2020, new commercial offices will open in Chile, Paraguay, Russia and Thailand. This was announced by Sipcam Oxon, the Italian multinational and 12th in the world ranking of agrochemicals, administrative headquarters in Pero (Milan), consolidated revenues of 2019 equal to 458 million euros, a thousand employees worldwide, including 400 in Italy, who challenge and do the point on the epochal changes that await the sector in the coming years also in light of the coronavirus emergency. "Even more after the crisis caused by Covid-19 - says Nadia Gagliardini, president of the Sipcam Oxon group - more attention will be required to the agricultural sector. Agriculture will increasingly have to produce food in sufficient quantities for all in compliance with the quality parameters imposed by the market; for this there will be an increasing need to develop increasingly sustainable products, which will be less numerous due to regulatory restrictions (especially in Europe); greater investments in innovation and more information from customers ".

"We will have to confront - he underlines - with new challenges: the ability to manage resistance, digital agriculture, the growth of mergers and acquisitions in a sector characterized by strong concentration. And also measure ourselves with changes such as the vertical integration of Chinese producers, the instability of Latin American countries and climate change ". "According to our forecasts - says Giovanni Affaba, group ceo - in the coming years there will be fewer products on the market than today and many less than in the past, due to growing regulatory restrictions, especially in the European Union. Furthermore, there will be a greater demand for more natural products and it will also be necessary to better inform consumers. Organic crop protection products will still require significant investments, unlike biostimulants for which the legislation currently requires fewer toxicological and eco-toxicological studies, while innovation to help the farmer maintain profitability "

"It will be crucial - affaba says - the management of the resistance of fungi, insects and weeds, which will develop due to the decrease in the solutions on the market. Digital agriculture will instead be controlled by the large multinationals, which will also continue on their path of mergers and acquisitions: the main objective, since the large players are now a small number, will become medium to medium-sized companies. Finally, farms will further consolidate their professionalism ". "Chinese producers - he explains - will tend to develop vertical integration from the chemical synthesis of active ingredients, their historical area of ​​expertise, to local distribution, a new frontier for Chinese investments. In addition to this, regional issues such as environmental policy of the China, which will become increasingly restrictive, the political, economic and financial instability of Latin American countries and the opening of the Japanese market, will have global repercussions in our sector. "

In order not to be caught unprepared by this scenario, Sipcam Oxon indicates its strategy. "Our vision - he adds - is to help meet the planet's growing food needs by supporting farmers in effective, efficient and environmentally friendly food production through sustainable and innovative solutions. The mission, however, is to establish ourselves among the top 15 global players in the development, production and marketing of agrotechnology; a passionate, independent and competent company that supports the ethical and moral values ​​inspired by their founders ".

"We will protect our existing activities - he reiterates - by increasing innovative solutions always respecting financial sustainability. In addition, it is necessary to develop the production and distribution of biostimulants, giving priority to the countries in which we already have a direct presence and in the large markets where We must then adapt our business model to changing access to distribution channels, to represent a concrete and independent alternative to multinationals ".

"We will extend - he announces - our presence in new markets such as Chile and Paraguay, without forgetting Russia and East Asia (based in Thailand), in which we are about to land during the year, and in general, all those countries where there is significant agricultural activity. Finally, we need to develop a product portfolio that is as integrated as possible. "

[investingisatrickygame] 23/5/2020 11:53

Interesting post super,

Eden in the right space at the right time.