Eden Research Share Discussion Threads

[investingisatrickygame] 18/1/2021 16:05

To be fair, management has changed over that time period, but equally, current management could be more communicative with shareholders and more expansive on everything Eden and everything that is value related. All this could be done outside of NDA's, a common line of defence from AIM directors.

[erinvale1] 18/1/2021 15:34

Eden has indeed not delivered in the past 20 or so years. It’s communication has been poor and regard for its shareholders non-existent. If it does come good it will be in spite of instead of because of its management.

[investingisatrickygame] 18/1/2021 11:24

It is difficult.

AIM by its very nature equals risk. Such risk prevents some from investing. AIM offers potential for significant capital growth (as we hope with Eden) and also significant capital losses. So the older and hopefully, wiser you get, you pick your investments more carefully.

Super, is right, Eden has never delivered. Speak to those who have been here for 10/15+ years.

However, Eden with Corteva marks an inflection point for the Company and for investors. Up to £35 million pa versus currently (circa) annual turnover of£2 million pa. How many companies offer the possibility to multiply their income 20 times on one deal? Not many. Eden has mentioned the 'up to €40 million' many times now. It seems likely therefore, that this can be taken very seriously.

This deal will put Eden on the radar of and allow other institutions to invest in Eden. That combined with Eden's 'green' status should also bring in specialist green funds and so as well as the deal increasing the share price. it should be further underpinned by buying from these other funds.

We wait with anticipation.

[fracman2] 18/1/2021 11:06

Thanks Super. I’m be cautious but confident this time.

[supersonico] 18/1/2021 10:45

Fracman,
All the usual rules apply..

Don't invest more than you can afford to loose.

Eden has never delivered in the way we expected it to or according to the comfort commentary .

This time feels different but don't ignore 1&2.

[fracman2] 18/1/2021 10:24

Wow thanks Northwick. I really hope you are right.

[northwick] 18/1/2021 09:22

FracmanI fully understand where you are coming from and not wanting to invest any more in an AIM stock. Whilst all investments are inherently risky, some are less than others. Eden is not in the same league as others. It has had to jump many hurdles to reach this stage and its customers and distributors are not small companies. To achieve the deals it has, for example, with Eastman, Sumiagro and others, this must speak volumes as to what Eden has to offer, which knowing what I read, is immense. The share price will reflect instantly when news land on Corteva and others. One of the wise 4 men I talk to frequently, who currently still hold a large % of shares in the Company, commented only recently that he could easily see the share price pass £2.00 on Corteva news alone.I for one, would invest more if I had time on my side. The choice is yours

[fracman2] 17/1/2021 20:46

Are we really this confident as my initial target was 20p in January and £1 long term!

The current share price is pretty ridiculous but my history of investing in Aim has been a disaster.

I’m with investing here and wanting a bigger holding but I can’t afford to risk failure again.

[investingisatrickygame] 17/1/2021 20:19

A bigger boat?

I need a bigger holding and I suspect many more will also in the not too distant future.

[supersonico] 17/1/2021 18:47

Carefully Brucie..you'll unleash the wroth of the anti Swede Green thumbs and slow down the river of unrelenting .. too much to read.. research they post.

[brucie5] 17/1/2021 17:46

Thought this might go down well:

[supersonico] 17/1/2021 16:54

AttyG,
Those AGM Q&A quotes..are why Investing is.. in the words of Roy Scheider.... going to need a bigger boat.

[attyg] 17/1/2021 14:12

While we try to avoid the weighing scales and forget any silly New Year resolutions, most shareholders are also looking forward to an update from Eden, especially regarding Corteva.
I am not discouraged at all by the silence.
Firstly, it means Corteva are negotiating with Eden, for otherwise Eden would have been obliged to issue an RNS stating that Corteva will not be exercising their option.
Secondly, if you are a significant player in the seed treatment business (as Corteva are with revenues of £20b slide 25), then they would be very careful indeed in making a decision to use Eden’s technology, for such a decision is not going to be an acceptance of using Eden’s IP on one or two seeds for a few territories. This will be a major decision for Corteva as they will effectively be endorsing Eden’s IP as their platform seed treatment for the future.

A few extracts from recent Eden communications (my underlining – though not sure if it will show up):

Corteva agreement Opportunity for up to €40 million of revenue in a limited number of geographies, with significant upside potential
From Interim presentation in Oct 2020

We are also exploring additional opportunities with Corteva, and in seed treatments more widely, which we are pursuing both alone and in partnership.
AGM Q&A June2020

Eden is exploring additional uses of its product in seed treatment because each treatment, which is a coating for seeds, is made up of different components. Each seed coating is developed with different ingredients that perform different functions to advance growth and fight diseases and pests; ultimately giving each seed the best chance of thriving. The Corteva Agreement highlights that Eden’s formulations based upon Sustaine have the ability to play an important functional role in seed treatment products. There are many components of seed treatment where our technology can be used to fight fungal disease and control insects and other pests, so we expect the scope of the technology to widen as we continue our evaluations
AGM Q&A June2020

Updates to follow before Q2 2021
From Interim presentation in Oct 2020

So the Corteva tie up will be massive for Eden and to shareholders. Never mind Intel inside, it will be sustaine outside.
It is not unreasonable to expect a GP of 40% from sales to Corteva.
My share price projections make me think of the Harrier Jump Jet.

[investingisatrickygame] 17/1/2021 09:48

Sounds logical, doesn't it.

I don't think most investors in Eden understand how much it is about to change and the value that will (hopefully) be delivered to shareholders and not just with the Corteva deal either.

[supersonico] 17/1/2021 09:25

Investing,
Why would Eden employ a fella with this skill set and experience and give him this tittle if Eden are not involved with Pharmaceuticals for Human and Animal use outside of currently disclosed activities. ?? as I suggest in post 8657 of 8667 / 8654 of 8667 / 8662 of 8667

Mr Samuel John Hubbard
Executive Leadership | Pharmaceuticals and Agrochemicals

[investingisatrickygame] 16/1/2021 19:48

Super,

Agreed that Tesla is nuts, but there is investor appetite, so we are agreed that when Sustaine capability is understood properly, starting with Corteva, our share price might go nuts too, but all within real value.

[investingisatrickygame] 16/1/2021 11:48

@super

Something to consider

1) Tesla has a market cap of near $800 billion Source: Look at their P/E ratio - 862* earnings
2) Tesla produced 510,000 cars in 2020 Source:
3)Each Tesla car produced valued at $1.5 million which is a staggering statistic Source:
4) At 2019 year end, their Mcap was just (relatively) $80 billion Source:
5) $1,000 invested in Tesla in 2010 (IPO) is now worth nearly $106,000 Source:

I appreciate Eden is not visually, an in-demand snazzy electric car, BUT maybe to the agricultural behemoth's, Sustaine is the equivalent. There is no known equivalent, is there? Eden is breaking ground, is it not, just like Tesla.

It just shows what Eden could do very rapidly with the Corteva deal (equivalent to Tesla materially increasing production in 2020) if it also presented itself to investors as the Tesla of Agrictech through micro-plastic free encapsulation for a global food industry. I do believe that, IF Sustaine genuinely has no global equivalent for its target market. Sustaine even has more green credentials than Tesla as Tesla can't show that in their supply chain and yet they are still perceived as the future of cars, or at least the desirable future.

By the way, Tesla' share price increased 700% last year alone (the equivalent of a £1 for us) yet the Corteva deal will in reality, increase our turnover some 20 times based on 2019 full-year revenue of £2 million.

That is phenomenal by any measure and when the Corteva deal is revealed, Eden really needs to present itself in this way so that the investment community understands Eden properly.

[supersonico] 15/1/2021 11:42

So the potential for Parallel TT / Bayer / Dow delays remain imo and maybe a surprise from LABORATOIRE M2

[supersonico] 15/1/2021 11:04

This May 2020 update was not commented upon further in the Sept 2020 Half year Report ;

"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."

[investingisatrickygame] 15/1/2021 10:37

Super

From the RNS link you provide

"The Company has previously communicated that there have been some challenges relating to one important formulation"

Do 'important' and 'blockbuster' align :)?

The RNS is dated 20th May 2020 and I quote

"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."

Why did Bayer remain committed when the Animal Health Care business was in the process of sale to Elanco? Maybe Bayer is still developing something too even though they are not shown as a current commercial partner. Presumably Bayer DID advance the project as IP et al did not revert back to Eden, but transferred to Elanco.

From the same RNS and as a priority for Eden, one might reasonably assume that Eden will now enter into a supply agreement with Elanco and we could also determine that that may now come quite soon given the 'blockbuster' reference and it being 1 of 8 (Eden & Bayer had 4) product launches in 2021 from Elanco.

[erinvale] 15/1/2021 10:32

SP currently down 10.57% - puzzling. Another seller?