Eden Research Share Discussion Threads

[investingisatrickygame] 10/11/2020 15:17

"If they were making decent sales they would/ should be crowing about it."

They're pretty conservative. I think we'll only get those in the interims and annual report or any commercial deal that happens to deliver immediate sales and is RNS'd.

I do think though as the Company matures, a detailed breakdown of sales would be most welcome. So following on from Supersonico, Mevalone for grapes, Mevalone for Apple storage and so on.

[chrischas] 10/11/2020 10:04

Sales. What’s that?

If they were making decent sales they would/ should be crowing about it.

[investingisatrickygame] 10/11/2020 08:56

Yes, just waiting to see some numbers that reflect this. The apples are in internal storage so not, I assume, weather affected. Thus I'd expect decent sales.

[investingisatrickygame] 09/11/2020 20:18

What happened to sales for storage apples? Surely we've made some in 2020.

[supersonico] 09/11/2020 16:22

Just be thankful that we were told that their would not be revenue from the
Poskitt collaboration for at least a few years..other wise we would all be expecting cash to roll in Short Order.

[supersonico] 09/11/2020 09:57

Investing,
Both.. given the shambolic PR history.

[investingisatrickygame] 09/11/2020 09:54

Super,

A complete lack of faith OR a complete lack of awareness? I believe the latter.

[supersonico] 09/11/2020 09:24

I see volume is matching expectations.

Those over paid PR gurus ..Jana and Ed.. not really earning their Keep.

Not helped by Sally not mentioning anything.

[33mick] 07/11/2020 18:21

For anyone who wants to listen to the latest Potato Blight interview with Proactive as I believe Inv, Tricky link has expired.

[supersonico] 05/11/2020 12:07

Investing,
Corteva..will be an Inflection point or an Infuriating Point.

Maybe both.

[investingisatrickygame] 05/11/2020 11:37

The share price in Eden at this current moment in time is, in my opinion, ridiculous. It is way too low.

IF the Corteva deal proceeds as RNS'd and as per the follow up commentary in the Placing RNS, it will be a focal point on value in Eden and how that is assessed. I see three potential situations developing in this circumstance.

1) The Private Investor still doesn't get it or have the confidence to invest which for me means that, the Company will not have communicated value properly as a result of the deal so that value can translate into the share price. Obviously if they do and correct value is invested, all well and good.

2) Institutional investors are now willing to recognise Eden and its future potential and value as a result of the Corteva validation of Eden and as such, they are prepared to go into the market and buy the shares up to the price of X

3)In the event that neither Private Investors OR Institutional Investors BUY Eden shares to a much higher price, Eden would be sat, exposed to industry interest which could develop into a cheap offer in due course.

The Corteva deal is an inflexion point for Eden and its Management and we hope that it will be a) successful and b) communication properly such that the RNS, Video and other channels are all explicit about what it means for value in Eden today.

Fingers crossed.

[supersonico] 05/11/2020 11:22

It would be more accurate to say;

[speculator59] 05/11/2020 10:49

"The share price has declined since Sean Smith took charge in September 2014. This has been a steady trend."

Hmm. Best for people to check the chart!!
At the end of Sep 2014 the share price was 7.575p

[supersonico] 05/11/2020 10:07

Erinvale,
Many deals could come thru..TT / Eastman roll out / Mev USA / other pipeline / but I use Corteva as that is potentially huge and will no doubt lead to wider SAT global deals beyond EU/Russia/Turkey/Ukraine.

As you know I'm a parallel delay theorist so I'm here also because of 7722 as well and wider TT/Bayer adoption of the technology.

[erinvale] 05/11/2020 09:17

Super: this is difficult to believe. The share price has declined since Sean Smith took charge in September 2014. This has been a steady trend. Promises of transformation have been made by the BOD annually, yet the flood of deals have proved worthless. If what you say is correct, the future of the company is dependant on Corteva’s evaluation results. What sort of management is this? One of the prime duties of public company directors is to increase shareholder value. This is not happening, however you cast the runes.

[supersonico] 05/11/2020 08:55

Yes..but there is a buyer accumulating, making the most of dire PR and Swedish Noirs generosity..waiting for Corteva.

[erinvale] 05/11/2020 08:24

SP down another 5% at open today. The stock is trending to worthless.

[supersonico] 04/11/2020 17:34

We Wait..while the SNoiRightones accumulate.

[erinvale] 04/11/2020 13:36

Absolutely super - by the time there are real sales, the office chairs will be office wheelchairs. Pass my teeth!

[supersonico] 04/11/2020 13:29

What!!!.. Punters not convinced by something might happen in 5 years Proactive?

Shocking

[erinvale] 04/11/2020 13:15

SP slide continues - currently down 5%.

[supersonico] 03/11/2020 18:23

Croplife/ Coromandel / Dupont / Rice news

Rajul Edoliya
Vice President Business development and Regulatory (Crop Protection Chemicals), Coromandel International Ltd.





Coromandel International Limited

The crop protection segment also made good progress
during the year. This includes improving its manufacturing
capability to develop recently off patented molecules
Pymetrozine, Pyrozosulfuron and Mancozeb WDG plant.
Further, your Company is partnering with global innovators
for introducing novel and green chemistry molecules. We are
also expanding our presence in international markets through
product portfolio expansions, new registrations and customer
connect initiatives.

Speciality nutrients, Organic fertilisers, and Bio pesticides
businesses, key offerings in our business portfolio, continued
to make progressive strides during the year. With increased
consumer preference towards sustainable and balanced foods,
I foresee that these businesses will gain significant traction,
especially in a post COVID-19 scenario.

[chrischas] 02/11/2020 17:23

Katie used that horrible phrase ' what does it mean for Eden commercially' ...phew that was a bit under the belt... bluster bluster bluster

[investingisatrickygame] 02/11/2020 16:45

$1 billion of damage caused in the EU by this which would have been a helpful add-in to todays RNS with the UK damage value at just £55 million. This now explains why Eden is getting involved.