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Share Name Share Symbol Market Type Share ISIN Share Description
Eden Research Plc LSE:EDEN London Ordinary Share GB0001646941 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 7.90 7.50 8.30 7.90 7.90 7.90 169,500 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 2.0 -1.5 -0.5 - 30

Eden Research Share Discussion Threads

Showing 9501 to 9525 of 9825 messages
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DateSubjectAuthorDiscuss
28/8/2020
19:13
Sipcam update 3LOGY label with SustainE Logo thanks to Felicity. hTTp://www.sipcamitalia.it/it/fungicidi/25/3logy/X/16396
supersonico
28/8/2020
07:16
Record-breaking year for Australian table grape exports hTTps://www.horticulture.com.au/hort-innovation/news-events/record-breaking-year-for-australian-table-grape-exports/ hTTps://informaconnect.com/uploads/BiocontrolLatAmEnglishSpanishAgenda-20August-6447d7a56da6938220425f89bfdecae6.pdf
supersonico
27/8/2020
13:48
Investing - you are correct - Eden's PR, both to exising and target shareholders is dire. You should copy your post 8079 to Sean Smith.
erinvale
27/8/2020
13:36
Investing' I'm not as taken with your "oil" annoloy ...I'm guessing your not holding any oil shares at the present! The whole oil sector is in...well be best you looked it up really. Company's can't really win if they over state their case, gush endlessly about the jam...they get hammered...if they just crack on...and yes slowly get there they get grief.. Have you ever spent a hour or so looking at how other bio fledgling companies have done and the time it's taken them to 'crack it' many many years usually . I'm guessing not... give it a try one afternoon!
33mick
27/8/2020
13:16
Super, Correct. Because they didn't lay the foundations in explaining Eden properly at the beginning, it's likely led to misgivings. As for the oil analogy, well they too are regulated, approvals process, huge capital raises to commercialise, infrastructure projects, lack of speed to market. So not too dissimilar to Eden's market really. the difference is investors see value in the analogy because they understand it. They don't see it in Eden in my opinion because Eden never explained it properly. Had they done so, Eden would be more trusted and the share price would be higher today. In my opinion, it's not too late and still needs/is worthy of, doing.
investingisatrickygame
27/8/2020
12:58
Investing, I like your Oil discovery analogy. The difference here for me is I know there is oil in ££$$ quantity but because Eden have such a poor track record of actually delivering revenues the oil message is not trusted by investors. It's also less well understood by the Boom crowd imo. Eden are in a bind here because of the long lead times. Take the recent RNS and work backwards it's approx 4 years since they did the deal with Sipcam for Australia and were only now approaching the final stage of getting the paper work sorted and then selling product. Eastman and Cedroz is exactly the same..4 years and were still waiting for a product launch but the PR four years ago did not tell you that..it just promised the JamJamJamJam. Eden have had to do so much inthecomingshortorder to keep the lights on etc that now they have no currency accept for those with incredible patience and faith in their research and typically and understandably the Corteva oil strike gets treated like the Jamboy who cried wolf.
supersonico
27/8/2020
12:05
@wilco1000 "I know its a small irrelevant detail but presentation wise Eden are absolutely killing it. Love the website, love the presentations they put out, for a small cap they are certainly in the top leagues." Eden's PPT's are aesthetically pleasing, that is undeniable, but they don't call for investors to buy stock. By that I don't mean a literal statement of the same, but the language and the numbers (market sizes specifically attainable for Eden as opposed to global market values) don't give a sense of what is possible, what is achievable, when and why. Eden would appear to have great products, backed by IP and to be in the right place at the right time; even those that moan about Eden here would likely agree. But they're wearing the wrong suit! By that I mean they are presenting themselves wrong for the investment community (non institutional) and because of this they don't appear to be worthy of investors pounds. If I'm wrong about this the share price would be higher in my opinion, but given it has declined and flatlined over the last number of years then I would advocate there must be some validity in what I say. Investors need reasons to buy into Eden. Corteva is a great one, but Eden has not conveyed the potential correctly. If this were an oil stock who was drilling with a huge barrel potential, I'll venture to say that private investors would be in on the hope of finding oil. Eden is not getting the same gravitas with the like investor base. In my opinion, Eden needs to 1) Present itself differently 2) Understand its audience, what they are looking for and what they need to hear 3) Reach out to that understanding and match their communication to reach this audience 4) Be more buoyant about the prospects within the realms of what they know today 5) Sell their potential prospects for the next year, 2 and 3 6) Explain Eden properly and make sure the listening, reading and watching audience understands Eden properly Again, in my opinion, if Eden did this properly, we would not be sat at 7p, we would be many multiples higher and the benefit of that would be happier shareholders (inclusive of the directors), a fairer representation of Company value, a more stable share price and less pent up demand to sell the stock which is surely coming when Eden's share price rises. Happy shareholders who understand the Company and its value will not sell prematurely. Unhappy shareholders who don't understand the Company and can't see the value will sell at the earliest opportunity to relieve their frustration and to be grateful for their money back. I'm pretty sure this will happen around the 15-20p mark, should Eden get there. What I think Eden needs to do is to anticipate this and ensure they have a band aid or proposition in place at this price point and others to help mitigate any selling and to keep investors, invested. A new suit would help this to be the case.
investingisatrickygame
27/8/2020
11:25
I know its a small irrelevant detail but presentation wise Eden are absolutely killing it. Love the website, love the presentations they put out, for a small cap they are certainly in the top leagues.
wilco1000
27/8/2020
10:37
33Mick, On the subject of upfront payments..it's not just the named companies we appear to lack upfront payments from.... What about the 'other collaborations' ....Edenberg Partners.. 'Pursue opportunities with Corteva and other collaborations' hTTps://www.edenresearch.com/_userfiles/pages/files/r2020/eden_prelim2019min.pdf
supersonico
27/8/2020
09:57
Food For Thought hxxps://www.edenresearch.com/food_for_thought/12/spotlight_on_our_new_laboratory
investingisatrickygame
26/8/2020
14:27
Your Welcome 33Mick, I agree competition is healthy and the market is huge with room for many positive technologies. I'd be happy to hear about the different market players out there from those with a lot of time on their hands ;) Here is a list to start with p8-14 .. I look forward to seeing the commentary. hTTps://www.linkedin.com/posts/ibma-france_liste-des-produits-phytopharmaceutiques-de-activity-6701162793241980929-1vbl
supersonico
26/8/2020
14:13
thanks for your reply Super, I think there are more people here than you believe that are genuinely interested in Edens direct competion, and their progress in bio world of crop protection. It's a vast market for many products. Competion is heathly and shouldn't be ignored.
33mick
26/8/2020
12:59
Sounds to me the boffs couldn't negotiate their way out of a paper bag Maybe these agreements are little more than massaging the individual boffs egos and showcase their skill sets amongst their peer group for a potentially better job Maybe stretched out to an annual subscription of New Scientist
hillofwad
26/8/2020
11:50
33Mick, I have no idea what the commercial arrangements are for Corteva and Bayer and why they have not paid anything upfront. For all I know that could be buried in the Sipcam payment. We really have no visibility on that and what the financial split will be with Sipcam /SustainE and Corteva if any. I don't think we have any of that detail. As regarding my ponderings on blue sky beans.. I appreciate your point that my focus has always been on EDEN but I have stressed many times that the regulatory push and the Sustainability Mega trend will lift many ships. However I do see SustainE technology as distinctly different from say Timorex® Gold for example or a product that Marrone Bio might produce because it offers not only a mode of action by encapsulating the volatile oils but it also can encapsulate very efficiently conventional chemistry so it straddles both sides of the conventional/ Bio pesticide phase out fence across a wide range of molecules and is not all one or all the other. That is why I believe it is distinct and stands out in bio competitor crowd but also why the advantage it will give to any single ecocidal Behemoth will create antitrust issues, so instead Eden becomes the 'consolidator'. I'm happy for others to tell me about competitors but very few people over the years on here have chosen to do so or are prepared to put in the work from what I can see.
supersonico
26/8/2020
10:33
from Jan this year..the Corteva agreement. Biopesticides specialist Eden Research plc (LON:EDEN) has signed a one-year exclusive evaluation agreement with Corteva Agriscience. The American giant, valued at US$21bn, wants to assess the potential of the UK group’s encapsulation technology, focusing on formulations for seed treatments. Super' this exclusive 12 month assessment by Corteva which didn't seem to have any upfront payment included with it, you think in a few months there might be some positive news? I was surprised that a company of that size couldn't be persuaded to cough up a few dollars to sweeten the deal.. weren't you?? You have to agree that they would be failing to be comerically savey if they didn't 'check out' so to speak the bio tech available plus any others In development ...there are others I assume? One element missing in all your many many informed postings and ponderings that I can see..is a failure to acknowledge any bio competiors...they just don't exist???...I think a more balanced line of attack would do more to make blue sky beans on toast go down!
33mick
26/8/2020
10:07
Super, good points and well made
investingisatrickygame
26/8/2020
09:51
My best guess is a combination of.. Primarily Antitrust regulation as I believe DOW have been involved with EDEN as Sumitomo were pre 2017 when the industry was so head in the sand with consolidation along with Big AG Hubris. I also believe the IP and the Technology needed improving for commercial application which may have caused some hesitation as the Bayer CAP/TT parallel intrigue has shown. I'm now of the opinion that the tech weaknesses are resolved/ evidenced with the Eden UMMS reset and the publication of new enhanced IP.
supersonico
26/8/2020
09:29
I accept your general point on the Corteva deal, but query why, if Eden has such important IP (as I believe it has), it has not already been bought out, for what would be petty cash for a large agro.
erinvale
26/8/2020
09:18
ENRT were too early.. attracted no globally giant partners. Eden have Sumitomo/ Bayer / Corteva / Eastman. So while I agree with your general 'inability to exploit it' small cap point, the company that Eden are associating with, the size of those companies and the timing in relation to regulatory push is very important to factor in to any assessment. Yes were all frustrated that Cedroz $$ is slower than we anticipated and Mevalone is snail pacing it but both are progressing never the less. The Corteva deal is in a league of it's own and as I have said many a time, the way this was jointly announced and the Sumitomo/ Corteva deal of 2017 suggests to me at least that Eden investors will see a step change in the coming short order ;)
supersonico
26/8/2020
09:12
SFA sweet funk all. Though change funk to a common anglo-saxon word of your choice
attyg
26/8/2020
08:45
Never in doubt Supersonico. This is the recurring problem with so many small caps - first-rate IP but inability to exploit it. ERT, Appian - long gone - that developed ANPR etc etc. To quote well-know lyrics: 'Why do they never learn'
erinvale
26/8/2020
08:23
At least we CAN agree.. the beans are good.
supersonico
26/8/2020
08:06
Investors simply need to take a step back, smell the coffee and avoid being seduced by the ridiculous mystical imaginings, and consider what the distinct lack of any sales growth says about the products (and indeed the available alternatives).
wan
26/8/2020
08:01
Eden has first-rate beans, but sadly, can't find the can-opener. SFA??
erinvale
26/8/2020
07:54
Investing, I think we'll have to agree that most posters on here can't even find the toaster let alone make the more advanced technical leap of making beans on toast.
supersonico
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