Eden Research Share Discussion Threads

[supersonico] 29/12/2020 11:42

Yes agreed there should be news as it's publicly announced and not TT or Bayer related.

Hoping for 20p + before announcement.

[investingisatrickygame] 29/12/2020 11:08

@super

In my opinion, I think it should be noted that the Corteva RNS is materially different from both the Eastman and Sipcam RNS's. The Eastman RNS spoke to market size, but not Eden revenues. The Sipcam RNS spoke to collaboration which we have yet to hear of.

The Corteva RNS speaks of up to to €40 million p.a. Neither the Eastman or Sipcam deals moved the share price. The Corteva RNS that we are all hoping for and expecting, should.

[fracman2] 29/12/2020 10:45

If the announcement is good I can see share price smashing through 20p in no time. 10p is still looking a bit cheap.

[supersonico] 29/12/2020 10:42

The share price reflects the positive nature of the 8th Jan 2020 RNS where both companies named each other publicly . That happened with Eastman and Sipcam. It did not happen with TT partner and Bayer.

Do the Math.

[supersonico] 28/12/2020 20:56

Investing,
Moo will be a bonus and quite a feat if they can pull it off in 2021.

[brucie5] 28/12/2020 20:50

I guess it all depends on what Corteva offer. Look at SCE for a comparator share that has gone nowhere for a while and then recently built justifiable excitement. B/E in 2021 and revenues rising in the realistic short term from 2-20m. It's currently worth twice as much. Trouble with EDEN is that it chronically disappoints and has a fan base that would make Aston Villa's look jaded.
;)

[investingisatrickygame] 28/12/2020 20:27

@Super,

I think you're going to have to elaborate on 'moo' for me if my guess is not correct given that you brought it to the board.

Blue sky or not, there is plenty for Eden to annnounce that delivers revenue that will transform the share price meaning perhaps you and I will never need to depend on 'moo'.

Corteva, circa €40 million
Cedroz USA circa €80 million
Cedroz Italy circa €31 million
Mevalone Italy, circa €20 million for strawberries and small fruits

That's €130 million of pending (significant) approvals, overdue some might say because of Covid-19 delays and 38 the size of Corteva which in in itself, should transform Eden's share price.

And what about Insecticides that Eden has mentioned is advanced. What value to this?

And what about another seed deal which Eden has mentioned it is talking to other seed players. What value to this?

And what about Sipcam and Sustaine and all those RNS'd collaborations? What value to this?

This all adds up in annualised revenue terms to Eden's share price going to many £'s once completed. This is no ramp. It is simple maths that brokers and analysts will apply to arrive at their target price.

[chrischas] 28/12/2020 19:36

Hope corteva say something.But maybe they,ve caught Edens disease

[investingisatrickygame] 28/12/2020 19:24

Brucie

I think the difference this time, hopefully, is that Eden has RNS'd the significant (to Eden) revenue stream that could/will come out of this deal and those revenues are transformational to the Company and to its share price.

Let's hope this plays out as stated

[brucie5] 28/12/2020 19:05

This is how every news announcement proceeds (thus far):
1. Regulatory permission. Sp. perks up in anticipation.
2. Some milestones to keep peep sweet. Sp. rises a little more, then stalls.
3. A new presentation to get peeps excited about prospective market sizes. Sp. tries to rise, but then stalls again.
4. Some time passes. Sp. weakens.
5. A trading update. Sales are pitiful, distance still to B/E. Sp. falls.

At least we're fully funded.
And I say *WE*.
Because I have a few on the off chance.

[supersonico] 28/12/2020 18:13

I do but with Eden it's best to try and keep those Blue sky expectations firmly rooted in the mixed ley of BS and short order disappointment .

[investingisatrickygame] 27/12/2020 23:24

Well I assume something to do with their feed, be it grains or supplements?

Or do you have other expectations?

[supersonico] 27/12/2020 20:52

Take a guess.

[investingisatrickygame] 27/12/2020 20:38

Super,

Agree with the first 3 paragraphs in addition to some regulatory approvals.

What's with the moo? 😁

[supersonico] 27/12/2020 19:25

Investing,
I expect positive Corteva outcome for EU, Russia, Ukraine and Turkey trial.

Optimistically I don't expect Corteva to stop at these four regions so I expect either Corteva to announce wider regional use or the licencing of another ecocidal behemoth taking another region with Eden and perhaps Sipcam as 'Consolidator'.

We may see further commercial announcements of SustainE use cases as this first application is described by Eden as an 'initial step into this area across a range of functional uses and seed types'.

In other news I expect to hear pipeline details regarding creatures that go moo.

[investingisatrickygame] 27/12/2020 18:04

You think so Quazie?

@Super

What are you expecting or realistically hoping for in Q1/2021 other than a positive Corteva announcement in week 1 or 2 of 2021?

[quazie12] 25/12/2020 00:32

So is Eden leaky ?

[northwick] 24/12/2020 21:18

Good evening Super Looks like you beat Eden to the RNS. Will save Eden £160 for not putting out its own Rns next week. So when can hear the full facts behind your Rns?Merry Christmas and enjoy the festivals.

[supersonico] 24/12/2020 19:48

Corteva is in the bag.. as I have told you repeatedly.

Do you honestly believe the Right-ones would be increasing the velocity of purchases if it was not?

[chrischas] 24/12/2020 15:19

Investing

I do take your point. However over the years ,the dynamic duo have not performed as if they are running a listed company with shareholders.

[investingisatrickygame] 24/12/2020 14:08

Chrischas,

I get how negative you are towards Eden and your view is understandable. But, with all due respect, if the Corteva RNS, due shortly, is positive as per the Agreement RNS and Placing RNS (values)then your jaded view of Eden and a new dawn will be materially wrong. My opinion of course and I am happy to hear others specific view on this.

Eden currently sits with a Mcap of £37million. The Placing RNS suggests deal values, per annum, up to £35 million. So a three year view would be up to £105 million and I believe it is this which Analysts and investors will look at.

Anyone is the provision of a solution or aid of some type to Covid is going to rocket. it is on everyone's consciousness. Corteva will not be agreeing to commercial arrangement with Eden with a view of a year or two. It will be much longer, beyond three years for sure and so I think this deal, if positive, will transform Eden's share price in the days and weeks post RNS.

[supersonico] 24/12/2020 10:47

Chrischas,
One can only hope that Eden's ecocidal behemoths partners will have more than a little influence on the proceedings as parallel delays to date suggests they have..to me at least.