Eden Research Share Discussion Threads

[mirandaj] 17/9/2020 07:29

Definitely and following on from approval in Spain so recently

[brucie5] 17/9/2020 07:16

France is surely significant.

[supersonico] 17/9/2020 07:12

New authorisations for CedrozT and Mevalone®

[supersonico] 15/9/2020 18:13

Of the Corteva Kind.

'The patent allows Eden to exploit opportunities of this kind in the Australian market with a patent protected position'.

So Eden are saying they are/have/will be using the Corteva model with Corteva or other third parties / ecocidal Behemoths in Australia.

So another detailed announcement Of the Corteva Kind is due imo.

Also of interest is the 'technology competitive advantage' statement when referring to ecocidal Behemoths

12

[erinvale] 15/9/2020 09:04

A shiny new (Australian) office chair. Sales: 2021/22 if we are lucky. At least the share price has ticked up a bit today.

[supersonico] 15/9/2020 07:54

Key patent granted for Eden's Sustaine technology


Also read post 7722 for more Unmentionable related details

So Corteva assesses SustainE in Ukraine,Turkey, EU and Russia and now Eden has a patent that allows them to exploit opportunities of this kind in the Australian market.

But they don't tell us with Whom they will be partnering..Is it Sipcam?

As usual more Comfort RNS than $$££ RNS detail from Unmentionable.

[supersonico] 11/9/2020 07:47

A new natural pesticide manages to eliminate pests and pathogens using molecules that 'silence' their genes


The Coop Report photographs the new normal of Italians

And among the constants that the Covid has not swept away, the attention paid by Italians to the issues of sustainability re-emerges strongly. While it is true that for 35% of the managers interviewed in the survey "Italy 2021, the Next Normal of Italians" the development of the green economy is one of the trends that will positively characterize the postcovid, this kind of national green conscience translates into related purchases. In the international comparison there is no race. 27% of the inhabitants of the bel country buy more sustainable/eco-friendly products than before the Covid (the French and Spaniards follow spaced with an 18% percentage); 21% - in this case with Spanish customers - increased purchases in stores that promote sustainable products (compared to 17% of Americans and 15% of Germans) and 20% buy more from companies that work with respect for workers. Also worth considering is that 1,700,000 Italians who will experience green purchases for the first time in an emergency ended.



..........

Valent U.S.A. Opens New Innovation Center in Northern California

SAN RAMON, Calif., Aug. 31, 2020– Valent U.S.A. has opened a new state-of-the-art facility in San Ramon, called the North American Innovation Center (NAIC), that physically unites employees from its California technical center in Dublin and headquarters in Walnut Creek. The nearly 100,000 square-foot hub for research and development and headquarter operations for North America is custom-designed to enhance collaboration and innovation. The new site will allow Valent U.S.A. to bring sustainable agriculture solutions and professional products to market with greater speed and effectiveness.

[chrischas] 10/9/2020 20:37

I am just not convinced. There is just silence and I've seen it before with other companies. They seem to be going through the motions .

Investing: you are right about those 3 assumptions. The first point is particularly
apparent to me.

[supersonico] 10/9/2020 18:21

The Right ones seem to think so.

I also think the TT announcement could come soon.

There are signs of life.

[investingisatrickygame] 10/9/2020 17:39

It seems that water is going up in value.


Eden is in the right place at the right time. Food supply and water are all necessities for every day life. Will Eden close their first big deal?

[investingisatrickygame] 10/9/2020 17:20

Chrischas

"I am afraid it is a fairytale. Eden does not have any dynamicity to see your dream become reality"

I assume you're out of, nearly out of Eden because

1. You don't believe in management
2. Haven't seen product sales of note
3. Don't believe those sales will come

So let's say that Mevalone struggles and is a slow build
Let's say that Cedroz does okay as soon as all regulatory approvals are through

IF Corteva doesn't proceed with Eden and in the absence of any other similar news, you'd expect Eden to plod along as we are now. Fair enough.


However, IF Corteva does proceed on the annual indicative numbers as RNS'd, €40 million and we will be told within the next 3 1/2 months, what value do you think that puts on Eden?

380 million shares in issue
€40 million annual/ £37 million annual

What would be your maths to calculate value?

Even if private investors like you and me don't buy on the positive announcement of a deal, Cenkos will be duty bound to update Eden's position and their own interpretation and valuation/target price on Eden. That will inevitably bring in share buys from their audience because 6-7p with £37 million of annual income, pretty much to the bottom line and therefore mostly attributable to the share price, will be a steal and an easy return on investment.

I'm interested to see your valuation in the event that this deal crystallises this year, 2020.

[supersonico] 10/9/2020 12:31

So we have updates from Unmentionable that don't update.
We have short order shown to be similarly competent at investor BS comfort talk while Swiss watch smiles as the right ones buy in on the cheap.

10-Sep-20 10:13:06 6.5999 227,079 Buy* 6.40 6.75 £14.99k

[chrischas] 10/9/2020 11:24

I am afraid it is a fairytale. Eden does not have any dynamicity to see your dream become reality

[investingisatrickygame] 09/9/2020 16:00

So today there has been over 500,000 in sales. Again, small beer in relation to shares in issue, but in an illiquid stock, damaging to the share price. And a damaged share price erodes confidence and belief and when that happens it triggers more sales, creating a downward spiral.

This is why some of the actions suggested above in post 8114 would be so worthwhile for Eden Research Plc, its shareholders and those who might invest.

It is also why questions suggested in post 8111 need addressing.

If Eden were a brand, it would now have lost its brand value and following. Eden needs to instil faith in its brand. From the messaging we do receive it would appear this is not necessary in its distributor network (Sipcam, Eastman, Corteva maybe) all of whom appear to value Eden's products highly. However, investors, the lifeblood of a Plc don't appear to have faith in Eden.

In the absence of some (more than one) blockbuster RNS's that deliver immediate financial impact, Eden has no other recourse to Mcap value save its investor base and potential investor base and it is for this reason that it needs addressing.

What isn't working, must be changed where change is possible. For Eden, it is possible?

I'd like to know what Cenkos thinks of their client right now and what recommendations, if any, they are making.

I'd like to know what Hawthorn thinks of their client right now and what recommendations, if any, they are making.

I know I won't get the answer to those, but it would be nice if they were pushing Eden and offering support for change, which ultimately, will make their job of selling and positioning Eden, much easier.

[supersonico] 08/9/2020 18:10

Who in their right mind would invest in Eden knowing how poor they are at communicating anything of value and how they have so poorly informed PI's.

Unmentionable can't even say Corteva in the Proactive or have the decency to update us on TT which we were told again was due now.

So we have updates from Unmentionable that don't update.
We have short order shown to be similarly competent at investor BS comfort talk while swiss dutch smiles as the right ones buy in on the cheap.

So with that in mind Investing.. your asking way too much from this lot.

[investingisatrickygame] 08/9/2020 17:21

So there has been no trades in Eden for the first two days of this week which suggests to me no urgency to be invested.

There is no anticipation around Corteva, no hope, no expectation of Eden landing that deal in the coming months during 2020 (as RNS'd) and if anything, the share price and associated activity doesn't expect Eden to land that deal. Maybe the investment community, those aware and those watching, will wait for a confirmation RNS and chase the price up to reflect that transaction, but this is not a-typical in my experience of how AIM investments work.

Surely Eden can deliver some reasonable and realistic communications as to what the Corteva deal means for shareholders if successful and how it would transform the company. When first product sales would occur based on success and what it would mean to the bottom line.

This is not hyping the share price, this is informing the market of what a successful deal means for Eden. In the same deliverable they can spell out, for balance, how Eden should be viewed if this deal were not to proceed.

The outcome of the above, typically, with the time frame in front of us (less than 4 months) should inject some expectation and enthusiasm into Eden and that wouldn't be unreasonable given the size of the prize.

It really is up to Eden to enthuse the market about the Company's prospect in a way that all eyes and ears can understand.

And to the contrary, it really is up to Eden NOT to leave investors uneducated in everything Eden so that the Company is so undervalued that it exposes the Company in a number of ways, as well as all of its shareholders.

I am still struggling to truly understand Eden's stagnant Market Capitalisation at just £25 million, given all of their IP, product approvals, pending regulatory approvals, Corteval prospects, well advanced insecticide proposition and other stuff of which we are not aware, added to which our corporately successful Chairman has publicly stated during the course of the last 12 months about Eden and where it is going commercially.

I'll always advocate that you can't or don't buy what you cannot see and most are not seeing all of this value, largely due to Eden's shortcomings in communicating this message. This view should not be seen as harsh by me as the fully independent barometer that is the share price, is speaking for itself.

[bjlk] 07/9/2020 15:20

I think that's the least they could answer...their silence smacks of taking the money..

[investingisatrickygame] 07/9/2020 13:16

Here are some questions which I think many shareholders might like answers to. Hopefully Eden can/will consider delivering updates on these in their next communication.

What is the situation with Cedroz in Mexico? Why have no sales been made & when will they occur?

Why is there no news on Head Lice from Terpene Tech, yet again, when another school year has started?

Why doesn't Eden sever its relationship with Terpene Tech, given the above and find another partner or simply remove this blight on their name unless there is a bigger commercial reason for continuing the relationship with TT?!

When Eden RNS's a regulatory approval, can they please tell us in the RNS whether they have immediately delivered product or not, if not when & the size of the market in question in that country?

In the event that Corteva proceeds post final trial, will this mean immediate product sales to Corteva or will Regulatory approval(s) be required? If so, will this take years as with Eastman and Cedroz?

When is Eden going to share with investors where they are with the Sipcam/Eden evaluation of Sustaine? This collaboration and evaluation agreement has now been in place for over three years (June 2017) and not one single update has been delivered, which for investors is totally unacceptable.

Our Chairman has referenced Eden being a 'pioneer' (latest accounts) and stated 'Additionally, Eden has a number of exciting product developments underway internally, and with various commercial partners, which should see the Company build into a global player in the biopesticides industry in the medium term'

Would it not be beneficial and carry weight with the investment community given his historical commercial stature to see Mr Van Der Broek on film and adding gravitas to an investment in Eden, now, giving these statements, one of which is a year old?

I'm not sure I understand the slow-down in Regulatory approvals during the pandemic. Surely those working from home have access to remote working and the office network to continue their workload, just like everyone else in business. Eden, is this really an issue for the slow Regulatory approvals on Mevalone and Cedroz?

When can we expect notification of product sales on Cedroz for both Spain and Greece given recent RNS's? This goes back to furnishing investors with more complete information in the 'approval' RNS's.

I think these are all fair questions where Eden could reasonably update shareholders now on each of these without reference to distribution partners and NDA's.

I'm sure these questions will work their way back to the Board, one way or another and so it gives them a chance to consider giving responses to these questions without having to respond to a shareholder directly.

Others of you might have some reasonable questions too.

[supersonico] 04/9/2020 10:54

As Investing accurately predicted.. News

UK organic food and drink sales boom during lockdown
Bananas, chicken, eggs and wine the standouts as growth reaches highest rate since 2016

[chrischas] 04/9/2020 10:00

So he hopes for some sales in Greece does he. Inspiring man is our Sean : he will go far!

[investingisatrickygame] 04/9/2020 09:53

TPI

Thanks for posting the link. This was a well produced and delivered film.

I never did any film work for Xcite Energy

Companies/management are responsible for corporate success, not third parties.

Communication is the means by which the corporate story is told and is relevant at the time and I did that well with the information provided and available at the time.

The corporate journey can change over time, Eden's has not been great historically, but currently seems immeasurably better, thankfully.

[the patriotic irishman] 04/9/2020 07:35

''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 news flow 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 all shareholders.


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''


10 years on and still bleating on about shoddy PR I see 🤣


sounds all too familiar huh 🤦‍♂;️





''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 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

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''


improved communication huh 👀


hmmm shareholders really should be careful what you wish for 😉






BTW I must admit I had a little chuckle at your oil company analogy Paul given that I know Xcite Energy & New World Oil would have been quite influential when making that rather amateur half hour analogy 🙈



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