Eden Research Share Discussion Threads

[brucie5] 22/1/2021 07:34

I second that. MW site well worth it, and extremely well mannered. Mine host is also a gent.

[ipeesquint] 22/1/2021 05:37

I think that .....Farmboy owns several farms, Owns millions of shares in Eden, believes in the tech, knows Sean well and knew the previous Eden management well.

In the early Eden days when they had no money he did some limited trials for them to help them conserve cash. He may well be doing some trials now for them, I am not sure.

His latest post comes after a very long silence which I won’t replicate here given MW’s site is a subs site, but it was was very positive on the near term outlook and was very well received by subscribers, myself included. While he has always been positive on Eden the timing has always been off. Something we are all well aware of, but he thinks there is a step change coming soon and I hope he is right.

Well worth the tiny sub each year for the insight on the bulletin board. Probably the best place to be if you own Eden.

hxxp://www.michaelwalters.com/

[supersonico] 21/1/2021 16:53

Just goes to show..the Snow Globe has many applications..

[brucie5] 21/1/2021 16:49

Brucie

Might you be able to shed more light on Farmboys thought's as I am not personally privvy to them or have visibility via the MW site.
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Not really, he's just a longstanding follower of EDEN and seems to know his stuff. I just mentioned him because he seemed to be thinking along your lines. The other speculation re. further fundraising was mine own.

And when it comes to extra raises, my motto would be, Never Ever Say Never Ever...

[investingisatrickygame] 21/1/2021 15:15

Brucie

Might you be able to shed more light on Farmboys thought's as I am not personally privvy to them or have visibility via the MW site.

As for cash, I do hope not! Two cash calls in a year would not be well received when Eden has specified where the cash will be used and we know roughly what the burn rate is. Add the Coretva revenue into the mix and Eden has more than enough to run the Company.

What about possible revenue from other seed suppliers alluded to and Insecticides launch as well?

If Eden wants to raise cash at 50p+ then maybe, but not at 10/20/30/40p when we know the value of the pending Corteva deal and what that means mathematically to the share price. I'm sure many would argue that given that value, Eden would be best advised when raising cash to do so closer to £1.

[brucie5] 21/1/2021 14:25

Well, fwiw, Farmboy on the MW thread thinking along similar lines.
Great minds...?
Or just another case of Groupthink meeting confirmation bias?

Goodness knows, we're all susceptible.

A further thought may be that there will need to be a final huge injection of cash to get EDEN to where it needs to be to partner Corteva, and the scale of its demands. I don't think there would be a problem from the market's pov, if price was commensurate with the committed newsflow.

Think ITM last year; SCE just now.

[investingisatrickygame] 21/1/2021 14:00

@Super, attyg.....and others

So 21 days into January and still no RNS re Corteva which we believe to be a good thing. If it doesn't work or isn't satisfactory an RNS surely would have been delivered by now.

attyg in post 8669 said "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."

It makes me wonder that IF Corteva is to make a bigger, maybe much bigger commitment to Eden than initially RNS'd, whether Corteva would just strike a commercial deal to use Sustaine as suggested or whether the two companies might set up a separate JV from which they both take their return, but which enables Corteva to engage with other industry players to deliver Sustaine into the wider seed market generally.

A wild guess of course and maybe over complicating things, but wouldn't Corteva have greater impact at the negotiating table, greater financial resources, greater people resources, supportive and collaborative R & D (as we have with Sipcam) and no doubt much more. I realise there is really only 5-6 (?) key players in this area, but it would allow Eden to move forward with other projects on slim staff numbers of just 15 and therefore be more effective with their time and pushing the Company forward.

Corteva could work in parallel and hopefully, saturate the seed market with Sustaine as the industry platform of choice.

Any thoughts?

mirandaJ?

[supersonico] 21/1/2021 10:19

I detect a little Snow Globe envy.

[erinvale1] 21/1/2021 09:35

Oh no! Not more obscure nonsense from this blatherskite, supersonico.

[supersonico] 21/1/2021 08:32

Talking of Snow Globes..

Mine is jumping around like a kangaroo high on the midnight oil.

[supersonico] 20/1/2021 14:47

You need a Farmboy SN6 to help you with that.

They have the best Snow Globes

[investingisatrickygame] 20/1/2021 12:54

Re 8694

That all makes sense. At some point the payload and ongoing release will relate to labour engagement and use of the workforce. I guess I was asking that if primarily Eden product is used in late season in the example of Mevalone, does that just require one application (in general terms) that takes them up to the point of harvest? If it does, then it is a very time efficient use of physical resource unless going forward application is delivered mechanically.

I suspect Mevalone application process may as you suggest, be different in say Australia than it is in France due to climate.

And I guess it must be different for Cedroz that is not a seasonally/weather affected application as Mevalone is?

I'm just trying to understand payload, release and application better.

[supersonico] 20/1/2021 12:13

Re 8691.
I imagine it's variable and dependent on individual application and a whole host of factors including humidity , concentration and loading profile amongst many environmental considerations.

I assume the encapsulation recipe used in the rice paddy compared to the Aubergine in a glass house or a field crop will all be different and that's a big part of what Sipcam, Corteva and Eastman etal have been tinkering with.

[investingisatrickygame] 20/1/2021 11:44

Quite possibly

Eden and Xinova

hxxps://www.xinova.com/work/eden-research/

[supersonico] 20/1/2021 11:31

AttyG is referring to Xinova I believe.

[investingisatrickygame] 20/1/2021 11:17

Intellectual Ventures- Who We Are hxxps://www.intellectualventures.com/who-we-are

Sean Smith, 2012-2015, - Director, Innovation and Commercialisation Advisor

"Working with Intellectual Ventures on a range of initiatives including technology development, commercialisation and investment origination in EMEA."

You might reasonably expect that in Eden's negotiations with Corteva and others of similar scale in the seeds market, would be where our Non-Executive Chairman, Mr Van Der Broek will come into play. His corporate background, experience and credibility should help level up the table in those boardroom negotiations.

Sean's role at Intellectual Ventures should let the other side of the table know that Eden's IP is rock solid, so all in all, we should fare well in this negotiation. Let's hope it works out well for Eden, given the increased scale that I hypothesied about in post 8687 and attyg implied in post 8688.

[supersonico] 19/1/2021 19:26

Good to see I'm not the only one with a Snow Globe.

[attyg] 19/1/2021 18:40

Certain shareholders I chat with have expressed impatience regarding the lack of any Corteva RNS.
It is worth recognising the bigger the eventual deal with Eden, the more people and the higher up the greasy pole it will have to go for approval. While it may sound unlikely to some, it could be that the main board will be required to approve the deal with Eden - after all this could be Corteva's future platform technology. The Corteva Board may only meet once a month and will not be as fleet of foot as Eden.
Doubtless, the biggest challenge for Eden are in-house R&D teams - how come their multi million annual budgets cannot compete with the technology created by tiny Eden. How grateful shareholders are that our IP is protected by patents that can be defended by - crikey I have forgotten who they are, but they have deep pockets. Intellectual Ventures - though I think they have now changed their name - gotta go

Not, in my view, a time to lose patience with this share.
DYOR - I have no inside knowledge and have (for me) a substantial holding.

[investingisatrickygame] 19/1/2021 12:57

From attyg's post 8669

"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."

I wonder if we will get a broader announcement(s) alongside the Corteva RNS when it comes and whether it will be specifically about Eden's overall entrance into the seeds market?

Eden will surely will embracing the Corteva learnings in anything they are pursuing alone and one assumes, in any other partnership given that it is Eden's technology/platform that is central to all.

I wonder if Eden's Sustaine is about to become the platform of choice for seed technology wrapped in a micro-plastic free ball.

[chrischas] 18/1/2021 17:08

I was not particularly thinking of one particular member of the BOD.

[attyg] 18/1/2021 16:45

Chriscas,

I disagree with your view of the size of the BoD's personal shareholding in Eden.
No discussion required - I simply disagree.

It would not surprise me were Sean to buy more in the market once the Corteva agreement is RNSd.

Please DYOR - I have no inside track whether or not Corteva will take up their distribution option on Eden seed treatment - nor whether or not Sean will buy more - but I would be amazed were he not to buy a good lot more.

[attyg] 18/1/2021 16:40

Although off the oilprice site - the size of the ESG investment is most definitely part of the Eded story.

hxxps://oilprice.com/Energy/Energy-General/Bidens-Boom-The-30-Trillion-ESG-Sector-Is-Set-To-Explode-In-2021.html

[chrischas] 18/1/2021 16:33

And still their shareholding does not reflect much faith at all