Eden Research Share Discussion Threads

[investingisatrickygame] 11/3/2021 13:23

Super,

What are your thought's on the recently uploaded link?

[northwick] 10/3/2021 17:53

MM aren't obliged to print the trade on the same day. I believe they have up to 3 days to do so. let's hope we see it sometime tomorrow.

[erinvale1] 10/3/2021 17:34

Northwick -still not showing.

[northwick] 10/3/2021 15:51

Surprised to see my friend's buy of 200k shares of earlier today has not been printed yet

[investingisatrickygame] 10/3/2021 11:00

I think an update would be helpful our side, but likely irrelevant Eden's side.

Let's hope a positive RNS is delivered this month, as previously intimated. If not, then formally request an update RNS which would not be an unreasonable request.

[erinvale1] 10/3/2021 09:23

SP down over 3% today. What will it take to convince Unmentionable to update the market on sales / Corteva? Whatever happens in the coming months will not negate the impression that this is a badly managed,shabby little outfit.

[investingisatrickygame] 09/3/2021 17:02

Well, we are now in March and I am sure many are anxious in anticipating what the Corteva related RNS will say. The market, you and I, via the Interims presentation released in October 2020, has been conditioned to expect an update by the end of March 2021. Therefore, 16 business days available to release this.

It occurs to me that there might be a few things under consideration which were not in the original RNS.

1) In the 20th June 2017 Sipcam RNS it was stated "Sipcam would be granted the right to appoint a director to the board of the Company for as long as it retains a minimum interest of seven and a half (7.5) per cent. of the issued share capital of the Company". The nature of that deal was far smaller in its initial detail than the proposed Corteva deal of up to €40 million p.a. Could it be that in propelling Eden's revenue from £2 million pa with a single deal of circa £35 million pa, that Corteva might also want the right to a representative on the Board?

2) If this is so, how might Sipcam react to this and would they then exercise their right to do the same as per the RNS quote above?

3) If Corteva is to proceed which would signal their success with Sustaine, might they have enquired about Eden's patent portfolio to see if there are any other gems lurking that they, as a global company targeting sustainability and tech, might be interested in? If so, might this now form part of the current discussion and in part, explain why we have yet to hear anything as of today, the 9th of March 2021? Eden currently claims 110 granted and pending patents!

4) If point 3) is relevant, might Eden take on a different corporate structure with Corteva to reflect this substantial change?

5) If Eden's revenue is going to rocket vis a vis current annual revenue streams and based on Eden's published numbers, this would be transformational relative to where we are now as a corporate. Ordinarily, you would expect a Board of Directors to be strengthened in such circumstances to recognise such change and to demonstrate to the outside world and business community that you have repositioned yourself to execute that growth and further build to the next level.

All of the above seem plausible to me.

Any thought's?

[timbo_slice] 09/3/2021 11:42

All I know is that if this is my "one chance" I don't have enough shares and if its not I have too many. Beautiful blue skies this morning as I lookout the window.

[supersonico] 09/3/2021 08:12

When one has followed the story for as long as I have it's always interesting what you sea from the thru the church windows.

[northwick] 08/3/2021 19:12

No, but my friends were. I had introduced them to Eden only in early January, and I am told they like what they see and read, and will continue to add when ever possible. The potential is huge. I just wish I had to money to follow them.

[timbo_slice] 08/3/2021 18:35

Were you topping up?

[northwick] 08/3/2021 16:28

Last few trades were all buys. For some unknown reason, these are shown as sells.

[supersonico] 07/3/2021 16:19

Investing,
Not even one of those 95 pages dedicated to agriculture.

Perhaps they are planning to do a Corteva ?

[investingisatrickygame] 07/3/2021 14:39

Super, that's 95 pages, You didn't read all of that, surely?

Anyway, what's your thought's on the Cazoo valuation/potential future valuation vis a vis Eden and the markets they both operate in?

As far as I can see, Cazoo has a head start by clearly not needing regulatory approvals for car sales, but Eden would beat them on everything thereafter, except management, as Alex Chesterman is a serial entrepreneur.

[supersonico] 06/3/2021 10:31

Investing

Yes Lykele likely did not join Eden just to watch Swiss

Very much ties into 7722 and mentions in this interview where interestingly he refers to Dust @ 4mins.

[investingisatrickygame] 06/3/2021 09:34

Well Super, that sounds encouraging that Bayer could be one of those other seed companies that Eden is talking with.

Given Edens long-term relationship with Bayer and the Lykele connection, it's almost inconceivable to me that they are not in discussions over seed encapsulation.

[supersonico] 06/3/2021 09:25

Church News.

P6 of 31.

What novel formulation and application
technologies are needed to meet the needs
of growers over the next 5 to 10 years in
different regions of the world?


Further advancements in formulation science are key to
improve bio-delivery, reduce environmental impact, ease handling
and increase stability, particularly in low-volume applications by
drones, boom-sprayers and robot applications. These features
are quickly becoming key selling points for our customers, and
increase the perceived value for important Bayer product brands.
Another example of the relevance of formulation technologies are
innovative solutions allowing a slow/controlled release of active
ingredients, thereby improving crop safety and duration of control
in soil or paddy fields. Encapsulation technologies can also reduce
the volatility of active ingredients, chemical compatibility and the
shelf-life of biological crop protection products. Other formulation
technologies aim at reducing off-target losses, such as dust from
seeds, drift, wash-off or improving rain-fastness.

[timbo_slice] 05/3/2021 15:10

What stocks are you currently looking at that under promise and over deliver?

[erinvale1] 05/3/2021 14:31

There is good reason to be jittery about the Corteva issue. It may be that the trials have been a success and that all is well. It may also be that further time is needed to complete more extensive trials or that there is another reason (=excuse) for delay. Eden has come back from 20-21p to 16.5-17p today. The uncertainty could see a further slide if positive news is not forthcoming.

[investingisatrickygame] 05/3/2021 14:16

Anytime between today and the Corteva related RNS!!!!!

[alchemy] 05/3/2021 11:37

Do say when it's time to return - as a buyer.

[supersonico] 04/3/2021 14:05

Shame ..I was just warming the cups.

[ravenna23] 04/3/2021 13:59

No thanks, I have 30 years investing experience. I am always interested in shares with irrational prices. May well miss the boom on this one, but will pass. Good luck.