Eden Research Share Discussion Threads

[chrischas] 02/9/2020 19:52

Could it be that they are quite happy with this money spinner over their career lifetime?

[bjlk] 02/9/2020 16:26

It's taken years of pressure but my docs now onboard as he sees the frustration..

[bjlk] 02/9/2020 16:26

Well let's hear about any sales of note, let alone increasing sales in a market already approved...

[investingisatrickygame] 02/9/2020 15:37

Spain RNS

hxxps://polaris.brighterir.com/public/eden_research/news/rns/story/w68d69r

"Eden's product, Cedroz, will play a role in solving the issue of large crop losses due to nematode infestation, which globally cost the agriculture industry $80-100 billion each year. Many vegetable species are affected by nematodes and as a result, the use of nematicides on vegetable crops accounts for over 33% of global nematicide sales"

MY COMMENT: I do wish Eden would get away from these global numbers which means nothing to Eden and its shareholders. Eden has been quoting these for many years now. Eden's potential market share and associated sales and the global waste values are so disconnected so as to have no meaning at all.

I'd have liked Eden to have said and say on all subsequent country approvals that the market for Nematicides in Spain is worth X, the market for Cedroz in Spain is worth Y and jointly, Eden and Eastman over time hope to penetrate Z value/share. This will give shareholders a sense of true direction and true value for the product that Eden has created and found a distributor for. The rest is meaningless.

From the Placing RNS

hxxps://polaris.brighterir.com/public/eden_research/news/rns/story/r7n0yvw

Spain €14.4 million

On reflection from the Placing RNS of the 28th of February 2020, is it saying that the market for Cedroz in Spain is €14.4 million? If so, what is Eden's share? AND, if it is saying Cedroz in Spain carries a potential market value of €14.4 million why has Eden not made mention of this in this weeks approval RNS and padded it out a bit more?

Shareholders can buy into a Company's potential
They can get excited about a Company's potential
They can be patient with the Company
They can trust Management

BUT, they have to have concrete information delivered so as to be able to understand Company value, per share value at any given time in order to a) make an investment decision & b) whether to retain an investment proposition or add or subtract from this position.

Eden has had long enough to understand this, yet as we expect and hope that RNS newsflow will now build on these approvals, Eden continues to omit vital information to enable investors to make investment decisions and as such, you have a stale share price. Eden simply doesn't knit this information together and deliver in a cohesive manner for a better position for sll shareholders.

Share value doesn't have to 'out', its not inevitable....one day. Eden has to show value, explain value, ensure value is understood and gauge their success in this capacity by the upward trajectory of the share price and the share register.

Come on Eden, please deliver the next RNS correctly and back it up with a more in-depth piece with Proactive Investors on film so that it can be understood by the many.

And whatever we do in positive RNS's and subsequent film, please give shareholders reason to buy this stock. That's totally acceptable in your regulatory framework.

[33mick] 01/9/2020 08:55

Anyone else looked at the competition out there?

Marones 'Majestene' appears to be the most obvious, not easy to find a break down of sales since it was approved 4 or 5 years ago.

[33mick] 01/9/2020 08:55

There doesn't appear to be much in the way of bio nemicide products available at present, maybe one or two I've seen? So maybe Cedroz has a head start here...he says hopefully....
Guessing quite a few in the development phase tho'

interesting audio interview at the end, to understand the market here
Eden are targeting with Cedroz.

[supersonico] 01/9/2020 08:26

Clarity is very important and will help with Eden's credibility deficit as those Kids going back to Skool will tell you.

Unless opacity is the company policy.

[investingisatrickygame] 01/9/2020 08:09

Super,

I agree. I'd like Sean to add to each approval that the first shipment of X to the value of y will now be made to z.

It just adds clarity and affirms an immediate sales position.

[supersonico] 01/9/2020 08:09

Bjlk,
Does your GP prescribe medically induced coma ? ;)

[investingisatrickygame] 01/9/2020 08:08

Bjik,

Give it a break. They can't sell product pre-approval. Judge initial sales for Spain in 6 months.

[bjlk] 01/9/2020 08:04

Wake me up when there any sales, sorry to mention the s word... or possibly wake me up when Shaun builds an extension with profit related pay to house all these approvals

[supersonico] 01/9/2020 07:36

Agreed G8,

I have no problem with the way Eastman/Eden are rolling out Cedroz but I'd like to be told explicitly by Eden on every related RNS if the product is on trial or on sale etc.

[grahamg8] 01/9/2020 07:23

There is a difference between a salesman saying: Buy my new product it is fantastic and will kill the little blighters and make you loads of money, and: My product is fantastic and it will make you loads of money; just look at Juan Carlos down the road who tried it last year and his yields went up by 10.35% and he could sell his tomatoes at a 5.28% premium because they were better quality. Message him to check what he says about Cedroz, he's currently on a month long break in Barbados paid for from his extra profit.

[supersonico] 01/9/2020 07:07

Regulatory approval for CedrozT in Spain


A step forward but no info on whether this will be a pre launch trial region by Eastman or actually on sale.

This needs to be stated clearly either way imo so we know if it's Jam tomorrow or inthecomingshortorder.

From the Mexico approval RNS;

Eastman will now embark on a roll-out of Cedroz in the coming year, which includes extensive live trials under local conditions to determine the best possible use of Cedroz in different scenarios and for a range of crops. Experience has shown that an extensive and controlled trial period is essential to the success of such a product launch."

[supersonico] 31/8/2020 17:08

For those on the science park.

Glyphosate and Autism.



Phase out Epidemic ??

[supersonico] 30/8/2020 18:32

10 October 2018

TerpeneTech granted regulatory clearance for head-lice product

Eden Research plc (AIM: EDEN), the AIM listed company that develops and supplies breakthrough biopesticide products and natural microencapsulation technologies to the global crop protection, animal health and consumer products industries, is pleased to announce that its associate company, TerpeneTech Limited ("TerpeneTech"), has received regulatory clearance to sell its head-lice product in the European Economic Area ("EEA").


Sales of the head-lice product into the distribution channel are expected to begin before the end of 2018 in the UK, where TerpeneTech's distribution channel partner has already been established, with commercial launch at the beginning of 2019. Sales will commence in other countries in the EEA once arrangements with additional distribution partners have been finalised. This is expected to take place during 2019.

[supersonico] 28/8/2020 20:13

Sipcam update 3LOGY label with SustainE Logo thanks to Felicity.

[supersonico] 28/8/2020 08:16

Record-breaking year for Australian table grape exports

[erinvale] 27/8/2020 14:48

Investing - you are correct - Eden's PR, both to exising and target shareholders is dire. You should copy your post 8079 to Sean Smith.

[33mick] 27/8/2020 14:36

Investing'
I'm not as taken with your "oil" annoloy ...I'm guessing your not holding any oil shares at the present!
The whole oil sector is in...well be best you looked it up really.
Company's can't really win if they over state their case, gush endlessly about the jam...they get hammered...if they just crack on...and yes slowly get there they get grief..
Have you ever spent a hour or so looking at how other bio fledgling companies have done and the time it's taken them to 'crack it' many many years usually .
I'm guessing not... give it a try one afternoon!

[investingisatrickygame] 27/8/2020 14:16

Super,

Correct. Because they didn't lay the foundations in explaining Eden properly at the beginning, it's likely led to misgivings.

As for the oil analogy, well they too are regulated, approvals process, huge capital raises to commercialise, infrastructure projects, lack of speed to market. So not too dissimilar to Eden's market really.

the difference is investors see value in the analogy because they understand it. They don't see it in Eden in my opinion because Eden never explained it properly.

Had they done so, Eden would be more trusted and the share price would be higher today.

In my opinion, it's not too late and still needs/is worthy of, doing.

[supersonico] 27/8/2020 13:58

Investing,
I like your Oil discovery analogy.

The difference here for me is I know there is oil in ££$$ quantity but because Eden have such a poor track record of actually delivering revenues the oil message is not trusted by investors. It's also less well understood by the Boom crowd imo.

Eden are in a bind here because of the long lead times. Take the recent RNS and work backwards it's approx 4 years since they did the deal with Sipcam for Australia and were only now approaching the final stage of getting the paper work sorted and then selling product. Eastman and Cedroz is exactly the same..4 years and were still waiting for a product launch but the PR four years ago did not tell you that..it just promised the JamJamJamJam.

Eden have had to do so much inthecomingshortorder to keep the lights on etc that now they have no currency accept for those with incredible patience and faith in their research and typically and understandably the Corteva oil strike gets treated like the Jamboy who cried wolf.

[investingisatrickygame] 27/8/2020 13:05

@wilco1000

"I know its a small irrelevant detail but presentation wise Eden are absolutely killing it. Love the website, love the presentations they put out, for a small cap they are certainly in the top leagues."

Eden's PPT's are aesthetically pleasing, that is undeniable, but they don't call for investors to buy stock. By that I don't mean a literal statement of the same, but the language and the numbers (market sizes specifically attainable for Eden as opposed to global market values) don't give a sense of what is possible, what is achievable, when and why.

Eden would appear to have great products, backed by IP and to be in the right place at the right time; even those that moan about Eden here would likely agree. But they're wearing the wrong suit! By that I mean they are presenting themselves wrong for the investment community (non institutional) and because of this they don't appear to be worthy of investors pounds.

If I'm wrong about this the share price would be higher in my opinion, but given it has declined and flatlined over the last number of years then I would advocate there must be some validity in what I say.

Investors need reasons to buy into Eden. Corteva is a great one, but Eden has not conveyed the potential correctly. If this were an oil stock who was drilling with a huge barrel potential, I'll venture to say that private investors would be in on the hope of finding oil. Eden is not getting the same gravitas with the like investor base.

In my opinion, Eden needs to

1) Present itself differently
2) Understand its audience, what they are looking for and what they need to hear
3) Reach out to that understanding and match their communication to reach this audience
4) Be more buoyant about the prospects within the realms of what they know today
5) Sell their potential prospects for the next year, 2 and 3
6) Explain Eden properly and make sure the listening, reading and watching audience understands Eden properly

Again, in my opinion, if Eden did this properly, we would not be sat at 7p, we would be many multiples higher and the benefit of that would be happier shareholders (inclusive of the directors), a fairer representation of Company value, a more stable share price and less pent up demand to sell the stock which is surely coming when Eden's share price rises. Happy shareholders who understand the Company and its value will not sell prematurely. Unhappy shareholders who don't understand the Company and can't see the value will sell at the earliest opportunity to relieve their frustration and to be grateful for their money back.

I'm pretty sure this will happen around the 15-20p mark, should Eden get there. What I think Eden needs to do is to anticipate this and ensure they have a band aid or proposition in place at this price point and others to help mitigate any selling and to keep investors, invested.

A new suit would help this to be the case.

[wilco1000] 27/8/2020 12:25

I know its a small irrelevant detail but presentation wise Eden are absolutely killing it. Love the website, love the presentations they put out, for a small cap they are certainly in the top leagues.

[supersonico] 27/8/2020 11:37

33Mick,
On the subject of upfront payments..it's not just the named companies we appear to lack upfront payments from....

What about the 'other collaborations' ....Edenberg Partners..

'Pursue opportunities with Corteva and other collaborations'