Eden Research Share Discussion Threads

[alchemy] 11/2/2021 18:35

I might . Buy on dips and all.

[timbo_slice] 11/2/2021 18:01

I meant private individuals on this board. I'm annoyed at myself as I purchased at the recent high and I've now added them to my long term holdings ??

[tanners] 11/2/2021 15:58

There's a question....it's a no from me as still in the high risk category, so in the speculative punt bracket.

In the event of a game changing RNS, I'd hope to be quick enough to get some more at a price that allows further upside, though understandably not at these levels, and that's a risk I'm happy to take.

[timbo_slice] 11/2/2021 15:32

Is anyone on this board planning to buy more shares after todays announcement?

[investingisatrickygame] 11/2/2021 14:29

There are a number of positives from today's RNS

1)"This process is currently moving forward, as expected,"

2) "This represents Eden's first collaborative development efforts in the area of seed treatments as well as the first disclosed collaboration with a global leader in agricultural inputs. Additionally, this is the most comprehensive work done by to date on major broad-acre crops using Eden's technologies."

LOADS of positives in this statement

3)"Development work continued largely as hoped during 2020, including on Eden's insecticide and seed treatment products"

4) " In addition, the Company continues to work with a number of parties to develop products that avoid polymer encapsulation using Eden's proprietary Sustaine® technology with third party active ingredients."

This will include Sipcam from the June 2017 Collaboration RNS plus, I assume, others

It makes me wonder if Eden is going to 'launch' Sustaine globally in Crop Protection and Corteva is just one of many parties who will announced in the near future.

IF it is that great, that unique and leading any other offering in the market then surely, Eden will contract with a number of major Crop Protection companies. I think that is highly likely as those companies cannot afford to be out of the market, not selling product, when the solution is on their doorstep.

Plenty of pointers to value today from Eden's RNS.

[chrischas] 11/2/2021 13:09

Some directors of good,expanding companies show faith in their abilities to drive the company forward.They buy their company's shares.

[sortudo7] 11/2/2021 13:02

I am focussing on Eden’s IP (the bigger picture)instead of revenue at the moment; and there are some interesting clues there, such as: “ First disclosed/collaboration with global leaders in agricultural; Several major crops including broad acre crops...” The deal with Corteva might be more complex (broader)than we think.

[investingisatrickygame] 11/2/2021 12:16

erinvale

Look at attyg's post of today 8827.

In my opinion, the €40 million pa deal as detailed by Eden was worth a £1+ per share.

If attyg is correct looking at Eden's RNS of today, then we should value much higher than a £1 which I imagine will make many shareholders very happy.

[erinvale1] 11/2/2021 11:40

Well done Sean! Another winning RNS. How long will it be before Eden’s hapless board confirm a contract which actually delivers sales, rather than empty promises. Even if the share price goes to £1, Eden will have been a disastrous investment for many of its shareholders.

[supersonico] 11/2/2021 10:58

And there was me thinking he enjoyed getting letters from lawyers. LOL

BBM

[monet] 11/2/2021 10:56

Very true he's just deleted some more of his posts.

[supersonico] 11/2/2021 08:55

Indeed Monet..

..the bed wetter who could not even say Cedroz can't say anything now.

Not even 2p by Xmas 2017.

[attyg] 11/2/2021 08:04

The delay in delivering the Coreva deal with the Trading Update suggests it is not a simple distribution deal that is being worked on.

But something bigger.

[attyg] 11/2/2021 07:59

From Jan 2020 RNS
Corteva will have until the end of 2020 for the exclusive evaluation of products which use SustaineTM in select seed treatment applications.

If successful, the agreement will then lead to Corteva being granted exclusive distribution rights in the EU, Russia, Ukraine and Turkey.



Compare to extract from today’s RNS
If successful, it was anticipated that this would lead to Corteva being granted exclusive distribution rights, on terms to be negotiated, initially targeting several major crops, including broad acre crops.

The words I note are “several major crops”.
In my view this supports the expectation that the agreement with Corteva will be for more than suggested in last year’s RNS and follows on from the statement in the Interim Presentation:
“..with significant upside potential.”

[supersonico] 11/2/2021 07:26

'This represents Eden's first collaborative development efforts in the area of seed treatments as well as the first disclosed collaboration with a global leader in agricultural inputs. Additionally, this is the most comprehensive work done by to date on major broad-acre crops using Eden's technologies'.

The key word here is 'disclosed'..

.. and the Global leader bit is important too. Parallel Delays

[alchemy] 11/2/2021 07:21

I've invested in a company not full of Adrenalin and maybe just maybe full,of promise?

[brucie5] 11/2/2021 07:09

Rns. Sales down.
Await Corteva news.

[investingisatrickygame] 10/2/2021 17:54

Although no news is good news in relation to Corteva and allowing for the fact that in the Interims posted 14/10/2020 Eden said

"Results to date are in line with expectations" &

"Updates to follow before Q2 2021"

It would probably be helpful for the market to receive a 'bridge' RNS that covers the gap between statement one above, end of trials (31/12/2020) and statement 2 above.

Eden could, for example, come forward and say that they are in ongoing (presumably advanced) negotiations with Corteva and that they are hopeful of concluding a deal (which they must be as no negative RNS thus far) as previously RNS'd plus whatever additional flavour they can add to give investors a picture of where we are, within the realms of any NDA and of course, not to jeopardise anything.

I am assuming that little differed in the trials and data for the last 12 weeks of 2020, so I assume the trials were a success.

I am assuming therefore that both parties wish to proceed and hopefully at the value of up to €40 million pa

As they have expressed this value many times, I assume some amount of financials has been discussed.

So although no delay as such as they have given themselves until 31/3/2021, it would be useful and positive for all to get an update that bridges the end of 2020 trials and ultimately what will come via RNS.