Eden Research Share Discussion Threads

[supersonico] 29/9/2020 18:28

I'm going for the new packaging side of the time line.

[ipeesquint] 29/9/2020 18:07

I find Sean’s voice quite soothing and helps me nod off. Dynamic he is not. If corteva go for this seed treatment trial and want to sell product based on Edens technology, which Sean says can be worth 40 million euro. Can it just be sold in as long as it takes to create new packaging or ......are we back into the 3-5 cycle of regulatory, trials, Seasons and the like. I suppose it will be of interest if this is a ready made market and they are removing one product and putting the new one out for sale as an eco alternative. I think I can guess the answer but any views ?

[supersonico] 29/9/2020 17:29

A little lark whispered in my ear... she said that Fraudy is accumulating that which he used to smear.

[supersonico] 29/9/2020 17:10

A confident sounding Unmentionable encouraged by Corteva Progress and Aoife Dillon posting Corteva liks on Linkedin. It's obvious this is going the way I said it would.. hTTps://www.linkedin.com/posts/open-innovation-at-corteva_to-enhance-plant-protection-and-yield-seeds-activity-6714941538868322305-XWix

[chrischas] 29/9/2020 15:18

Truly uninspiring. Who was he talking to?

[investingisatrickygame] 29/9/2020 11:23

Proactive today https://www.youtube.com/watch?v=v_HowwRH_gQ

[bjlk] 29/9/2020 10:31

Asteroid jam in short order..They must be getting bored of believing their own rhetoric ...SALES PLEASE...time to deliver on all that potential... SALES PLEASE AND NO MORE EXCUSES

[quazie12] 29/9/2020 07:30

Terpenetec= Shafted Eden shareholders

[quazie12] 29/9/2020 07:28

Sean Smith is just not sales driven. Watch his interviews, it is not in the forefront of his mind.

[pugugly] 29/9/2020 06:55

grhang8 - Could not agree more - Just another UK agribiotech potentially on the road to money heaven - The MUST (as you say) if investors are going to have any chance of recovering their investments (gambles) remove the digets and start selling - No sales = bust! https://www.investegate.co.uk/eden-research-plc--eden-/rns/half-year-report/202009290700053693A/ Operating loss for the period increased to £1.01m (H1 2019: loss of £0.63m

[erinvale] 29/9/2020 06:50

Much as for the last 20 years: more promises, minimal sales.

[grahamg8] 29/9/2020 06:47

This reminds me of a hamster in its wheel. The more money you feed EDEN the faster it spends it, but at the end of the day an exhausted hamster with its shareholders flop to the bottom of the cage having gone exactly nowhere. Sales up £0.28m overheads up £0.29m. Before you all rush to say but we have products, licences and patents they are meaningless if they can't be turned into profitable sales.

[investingisatrickygame] 29/9/2020 06:20

From the half-year report published today "Eden's technology and products can solve many of the issues associated with the use of conventional pesticides, including reducing or eliminating the use of microplastics in farming. We continue to make progress towards realising the opportunities identified by the company at the time of the capital raise" This statement really makes you wonder what's coming from Eden, doesn't it! It is a big, bold statement in my opinion. "We previously reported our expectations to receive US EPA approval for the sale of Mevalone and Cedroz in the United States during 2020. However, partly due to Covid-19 and consequential operational challenges at the EPA, the approval has disappointingly continued to be delayed and timing remains uncertain. The Company continues to actively engage with providing additional data to the EPA to advance the process and assist where possible." This doesn't sound like a Covid related excuse to me such as a workforce not at its desk, but something else. I wonder what the 'additional data' requirements are to convince the authorities to grant approvals. It sounds to me like an insecticide announcement is coming soon from the commentary in the accounts as further commented on under the heading "Outlook" "Following our successful capital raise in March, Eden is in a good position to capitalise on the work it has done to date and move forward expeditiously with its new, effective insecticide products and pursue other key opportunities in its pipeline. Our work on the development of insecticide formulations has been progressing as expected. We plan to update the market on these promising developments in due course." It also sounds like the Corteva arrangement is progressing to the positive. All in all it looks like some big announcements due soon, therefore by December end 2020. All good.

[supersonico] 29/9/2020 06:16

Half Yearly shortorder parallel Jam Report Jam / TT / Dupont / Bayer Work at TerpeneTech continues on the commercial launch of a head lice treatment product. Though the timing of a commercial launch in the UK has become less clear, in part due to issues surrounding Covid-19 and its impact on certain retail product offerings, we do note that TerpeneTech is in advanced conversations with another commercial partner covering numerous territories outside of the UK. This partially validates the strong commercial demand for safe and effective head lice treatment products globally, and it highlights the shortage of products that meet the demand of today's consumers. TerpeneTech's sale of biocidal geraniol continues to develop positively, with demand for biocides strengthening as a result of the Covid-19 pandemic. JAM / Corteva / Bayer Our agreement with Corteva Agriscience was Eden's first significant milestone in developing and commercialising, via partnership, a product using Sustaine in the new application area of seed treatments. As announced previously, Corteva currently has until the end of 2020 for the exclusive evaluation of products which use Sustaine in select seed treatment applications. Following this, Corteva may enter into an exclusive agreement for the distribution of products in the EU and potentially several other countries. This would represent a major milestone for Eden as it will be the first use of Eden's products and technology in the treatment of seeds and would be an initial step into this area across a range of functional uses and seed types. Our work with Corteva has progressed largely as planned, and we will update the market on this exciting opportunity as soon as we are able to do so. hTTps://www.investegate.co.uk/eden-research-plc--eden-/rns/half-year-report/202009290700053693A/

[chrischas] 27/9/2020 11:07

Supersonico: That is my fear too! That seems to be the way it is playing out. The Tremeloes "Silence is Golden" is a good title that should be on Edens website for investors to listen to while reading their next announcement. But i havent quite got to "oh dont it hurt deep inside" just yet That comes in the short order of any Corteva announcement.

[supersonico] 26/9/2020 12:41

The messaging is very similar, it also shows the importance of timing of the opportunity and coalescing of technology into the Sustainability mega Trend. The big money behind them knows the direction of travel. Corteva is the thin end of a paralleldelayedducksinalineinthecomingshortorder fat wedge imo.

[investingisatrickygame] 26/9/2020 10:46

Super said "Interesting how quick the revenue grew from R&D to commercialisation. Est 2014 All R&D leading up to 2016 No commercial revenues. 2017..$67m rev. 2018..expected to do $.5B" Yes, that stood out a mile from the video. For me, I think there were a few major points 1) The $400 million raised 2) Who it was raised from with deep enough pockets to go again 3) That the CEO had built and sold two multi-billion $ companies 4) The size of the opportunity in an undisrupted market Whilst Eden and Indigo has similar messaging around climate, sustainability et al, Indigo has gone a stage further with the supply chain too, tracking every step and ensuring security of a better quality crop. It just screams to me that with some more help, one way or another, Eden's fortunes could rise rapidly to become a company worth many hundred's of millions of $'s/£'s. Corteva, may be the first step in 'help' and raising Eden's revenue, profit and profile.

[supersonico] 26/9/2020 08:26

Belgium’s Superior Health Council Call for Phase-Out of Glyphosate Herbicides NEED FOR A CONTROLLED, PLANNED AND PROGRESSIVE PHASE OUT OF GLYPHOSATE IN THE INTEREST OF PUBLIC HEALTH The EU extended the permission for using glyphosate and glyphosate containing formulations till December 2022 with some restrictions and installed the special PEST committee to review the procedure allowing the use of pesticides in the EU. The conclusions of the committee were approved by the EU-Parliament in January 2019. In December 2019, the procedure for extension of the permission using glyphosate in the EU beyond December 2022 has been initiated by a cluster of companies, Bayer being the most important one. Taking the mission of the Superior Health Council (SHC) into account and being aware of the importance of the glyphosate file, the SHC expresses his point of view on the matter. It is not the aim to perform another systematic review of the scientific literature but rather to obtain a bird’s-eye view on the complexity of the situation and to provide recommendations for Belgian public health authorities. This report was validated by the SHC Board in January 2020. However, the SHC preferred to postpone its publication due to the general – and justified – attention paid to the coronavirus epidemic. In fact, the SHC ‘s role in public health has meant that the Council too has issued advisory reports in the context of the epidemic.

[supersonico] 25/9/2020 18:18

Interesting how quick the revenue grew from R&D to commercialisation. Est 2014 All R&D leading up to 2016 No commercial revenues. 2017..$67m rev. 2018..expected to do $.5B

[attyg] 25/9/2020 17:46

Indigo is private and so can discuss matters without requiring nomad oversight. Interesting that the company is valued at over $1 billion. Perhaps my dreams may be realised in time.

[supersonico] 25/9/2020 09:39

Your right. Indigo Ag need to update their bio page..unless she is freelance. Interesting Bio includes Bayer for 13 years. The question I ask is ..how did she come across EDEN? In my experience these talented ' likes' often end up as employed by Eden or Eden related. Nothing is random. hTTps://www.linkedin.com/in/sandra-durman-05858624/?originalSubdomain=ar hTTps://www.youtube.com/watch?v=v21g5iPsxMM

[investingisatrickygame] 25/9/2020 09:31

She is no loner at Indigo according to Linkedin

[investingisatrickygame] 25/9/2020 09:22

It does illustrate where Eden could go with the right communication of their investment proposition to the investment community, the right funding and the right product. Indigo is private, but look what it has achieved in such a short timeframe. Big money clearly buys a) the problem they are addressing, b) the size of the prize and c) that Indigo has the team and the solution(s) to resolve the problem.

[supersonico] 25/9/2020 09:07

Investing, Yes I agree and made all the more intriguing when an Indigo AG Argentinian colleague likes Eden on Twitter. hTTps://www.indigoag.com/es-ar/team/sandra-durman https://twitter.com/sandradurman Probably another Fat finger similar Like to the Indian Rice bowl Fella I posted about in 5158. I wish they would be more careful as it gives the unfashionable impression Unmentionable is earning his wedge.