Eden Research Share Discussion Threads

[supersonico] 29/3/2021 13:04

AttyG,
Perhaps I should have said Parallel Parallel Consolidator delay.

Corteva/ Bayer / BASF / SYNGENTA / UPL / Sumitomo / Dow.

AWGATWT.

[attyg] 29/3/2021 11:59

Now super, you are not alluding to the prospect of Eden coming to an arrangement with another company in addition to Corteva?
Were you looking at slide 16 in the 11 May 2020 Presentation where Eden compares itself (Mkt Cap £15m) with its competitors, Syngenta, BASF, Bayer and Marrone with Mkt Caps $41b, $62b, $71b and $140m and in which Eden has ticks in all the important boxes and only Maronne compares, but not in efficacy ie does not do the job, well.
Are you suggesting one of these majors could be interested in what Eden has to offer?

[supersonico] 29/3/2021 10:42

In short expect Parallel Parallel delays.

[investingisatrickygame] 27/3/2021 23:42

11/2/2021 - RNS - Year-End Trading Update

Under the heading, 'Corteva'

At the beginning of 2020, Eden signed a one-year exclusive Evaluation Agreement with Corteva. Corteva (NYSE: CTVA) is the fourth largest agriculture input company in the world and is a publicly traded, pure-play agriculture company created by the combination of DuPont Crop Protection, DuPont Pioneer seeds and Dow AgroSciences. This agreement allowed Corteva time to exclusively evaluate Eden's Sustaine® encapsulation technology and several formulations in specific seed treatment applications. 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.

This process is currently moving forward, as expected, and the Company will provide an update as soon as practicable.

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.

[chrischas] 27/3/2021 22:06

It’s in the lap of the gods.

[alchemy] 27/3/2021 17:12

Ooooo sorry wrong thread .apologies multily.

[alchemy] 27/3/2021 17:11

Others do produce the stuff.Intriguing development . I'm researching "band gap" https://www.chemistryworld.com/news/graphene-band-gap-heralds-new-electronics/9000.article

[weyweyumfozo] 27/3/2021 17:00

I am expecting an update on the evaluation agreement with Corteva by the end of March, in line with the Company's earlier statement that "Updates to follow before Q2 2021".

Being Eden, I wouldn't be surprised if it takes another month to reach an agreement, but they should at least give us an update on whether results to date are still in-line with expectations, and whether they are negotiating an agreement with Corteva.

[alchemy] 27/3/2021 16:42

Who is not expecting news, and why?Who is expecting news and why?If no news , is it deferred or no deal?

[weyweyumfozo] 27/3/2021 08:38

Looking again, perhaps they were below 3% at the time.

[attyg] 27/3/2021 08:30

Probably were there.
Usually disclose top ten on company websites.
Possibly either Eden did not disclose top ten a year ago and or super did not copy the full list from Eden's web page.

[weyweyumfozo] 26/3/2021 16:36

Why is there nothing for Interactive Investor under the 24 March 2020 list?

[supersonico] 26/3/2021 16:25

NUMBER OF AIM SECURITIES IN ISSUE
As of 09 March 2022, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 09 March 2022, significant shareholdings in the share capital of Eden Research plc were:

Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
54,933,000
14.44%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,331,396
6.66%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,386,275
5.36%

Interactive Investor
19,790,573
5.20%

Atul Unadkat
17,350,145
4.38%

Rathbone Nominees Limited
16,095,276
4.24%

Amati AIM VCT plc
14,282,652
3.76%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.49%



.....................................
NUMBER OF AIM SECURITIES IN ISSUE
As of 18 August 2021, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 18 August 2021, significant shareholdings in the share capital of Eden Research plc were:


Name

Number of shares

% of the issued ordinary share capital

BGF Investment Management Limited
54,933,000
14.44%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,331,396
6.66%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,386,275
5.36%

Interactive Investor
19,790,573
5.20%

Rathbone Nominees Limited
16,122,338
4.24%

Amati AIM VCT plc
14,282,652
3.76%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.49%

...................


Home
SECURITIES INFORMATION


NUMBER OF AIM SECURITIES IN ISSUE
As of 21 February 2021, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 21 February 2021, significant shareholdings in the share capital of Eden Research plc were:


Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
58,333,000
15.34%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,452,709
6.69%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,421,575
5.37%

Amati AIM VCT plc
16,937,750
4.45%

Rathbone Nominees Limited
16,156,166
4.25%

Interactive Investor
15,405,978
4.05%

HSBC Global Custody Nominee (UK) Limited
14,015,588
3.69%


NUMBER OF AIM SECURITIES IN ISSUE
As of 21 August 2020, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 21 August 2020, significant shareholdings in the share capital of Eden Research plc were:


BGF Investment Management Limited
58,333,000
15.34%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Hargreaves Lansdown
30,276,493
7.96%

Gresham House Asset Management Limited
27,845,445
7.32%

Canaccord Genuity Group Inc
22,684,000
5.94%

JM Finn Nominees Limited
21,774,435
5.72%

Amati AIM VCT plc
16,937,750
4.45%

Rathbone Nominees Limited
16,246,373
4.27%

HSBC Global Custody Nominee (UK) Limited
14,007,734
3.68%

Interactive Investor
12,992,073
3.42%



.....................

SIGNIFICANT SHAREHOLDERS
As of 24 March 2020, significant shareholdings in the share capital of Eden Research plc were:

BGF Investment Management Limited
58,333,000
15.34%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Cannacord Genuity Group Inc
22,684,000
5.96%

Amati AIM VCT plc
16,937,750
4.45%

Rathbone Nominees Limited
16,670,800
4.38%

HSBC Global Custody Nominee (UK) Limited
14,015,588
3.69%

JM Finn Nominees Limited
13,939,430
3.66%


...........................

[erinvale1] 26/3/2021 07:09

Nothing from Eden on Corteva. Three working days remain until end of Q1, when an update was promised.

[supersonico] 25/3/2021 20:43

The most important legal case of our life time.

Nuremberg 2

[investingisatrickygame] 25/3/2021 17:51

Super,

We want Eden to get interesting!

[supersonico] 25/3/2021 12:38

Could get interesting;

https ://tinyurl.com/hx8yxr3y
;

[bjlk] 23/3/2021 19:59

They have one chance left in my eyes to not screw this up, this is their get out of jail for all the years of jam tomorrow and terrible Comms and pitiful rns.- terribly written, no scale and context , no targets and roadmaps and portraying no belief....Time will tell...

[investingisatrickygame] 23/3/2021 18:40

Communicating a Successful Corteva Outcome

hxxps://www.corteva.com/content/dam/dpagco/corteva/global/corporate/general/files/Q4_FY19_Earnings_Release_FINAL_Graphic_012920.pdf See slide 4

In 2019, Corteva had net sales in seeds of $7.6 billion with an operating Editda of $1 billion. From what I can see, seed sales represented 50% of Corteva's profits.

The significance of Corteva using Eden's unique Sustaine technology cannot be lost on Corteva and should not be lost on Eden shareholders and potential Eden shareholders.

If ever Eden needed to ensure that they structure communicating this (hoped for) deal properly so that everyone viewing the RNS and other communications truly understands the underlying value of the deal to each share and therefore the share price, it is now.

Eden must get the communication right, first time and if needs be, take their time to deliver the full picture of how this (hoped for) deal truly transforms Eden now and the Eden landscape in the future.

To my mind, the logical appropriation of value to the share price and therefore shareholders is the profit of the deal/shares in issue * an appropriate P/E ratio.

Whether Eden makes that money in 2020 or 2021 onwards, the share price needs to logically reflect the value of the deal and everyone reading and watching Eden communications must be in no doubt as to the value of that deal to shareholders. Eden has accumulated historical losses of some £30 million from memory and so they will come in handy too.

Eden's share price should, on announcement of a successful deal with Corteva, catapult upwards. You cannot go from a turnover of £1.6 million to circa £35 million plus in the future and sit at a market cap of around £60 million. Markets do not value companies that way. They look to the future and look at the possibilities. Tech companies seem to get even more latitude in this respect and Eden is a self-declared tech company operating in the agricultural sector and resolves agricultural issues, globally.

So in summary and in my opinion, Eden has global reach and a successful Corteva outcome should see Eden's share price rise significantly to reflect what is and what it could be. Eden needs to understand and execute that in their communications so that investors don't look at it as a damp squib or an Eastman type scenario which is taking many, many years to unfold in commercial terms.

[investingisatrickygame] 23/3/2021 18:06

Not that this has even been a busy BB compared with others, but it has been particularly quiet at arguably a soon to be inflection point for Eden.

The potential for a 40x current annual revenue from one single deal

The potential for a commercial arrangement with the largest pure play agricultural company in the world

The potential for a commercial sales revenue from one of the largest seed companies in the world who in turn, has a specific focus on sustainability and innovation, both of which marry up with Eden's technology, Sustaine.

The potential to change the image of Eden overnight

The potential to induce deals with other seed companies to follow (hopefully) Corteva

The introduction of a unique technology (Sustaine) to the seed sector of agriculture


Why is the shareholder community not picking up on this in a bigger way or will they pile in on the hoped for, successful RNS that concludes this deal with Corteva?

[investingisatrickygame] 21/3/2021 15:13

Chrischas

hxxps://www.businesswire.com/news/home/20200206005534/en/Global-Seed-Market-2020---This-Market-was-Worth-a-Value-of-USD-61.50-Billion-in-2019---ResearchAndMarkets.com

The global seed market is worth $61 billion pa so there is no chance of that happening.

[chrischas] 21/3/2021 14:40

Lets hope you are right and that Eden are not trying to set up on their own!!!

[investingisatrickygame] 21/3/2021 13:32

Super, well done.

So one can reasonably assume at this stage and timing that you only take on someone with seed technology experience if you are going into the seed technology market.

So I assume Eden and Corteva will conclude their deal and I note this appointment has started this month (March 2021).

Eden has said they are talking to other seed companies so let's also hope there is more positive news to come from there.

If anyone is paying attention, we should reasonably expect the share price to tick up this week.