Eden Research Share Discussion Threads

[investingisatrickygame] 11/10/2020 11:30

And a "Senior" analyst. Is there more to follow?

[supersonico] 11/10/2020 09:56

Another new face @EDEN. Emma Searson Senior Analyst at Eden Research plc hTTps://www.linkedin.com/in/emma-searson-7ab05254/?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAAAtlpvMBf0ABQ7ATHwWwtROc0tJMZbSrKNY

[erinvale] 11/10/2020 09:05

My comment was ‘tongue-in-cheek’. I sincerely hope that Eden delivers for its long-suffering shareholders.

[investingisatrickygame] 11/10/2020 09:00

Erinvale Eden is on RNS with the potential Corteva annual values so it's hard not to make my assumptions

[erinvale] 11/10/2020 08:29

Investing: if Eden's office chairs were made of solid gold, they would probably not notice. The most likely would be an RNS about the quality of their doorknocker.

[supersonico] 11/10/2020 08:13

NEW MSDS AVAILABLE GERANIOL BIOCIDE PUR TT September 30, 2020 New MSDS for Geraniol Biocide Pur TT Consequences for the labelling of your Product. As part of the review, a harmonized classification of the substance hTTps://www.terpenetech.eu/new-msds-available/

[investingisatrickygame] 10/10/2020 22:45

Here is something to think about The Corteva Agreement "The Directors estimate that, if successful, there is the opportunity to generate up to c. €40 million of revenue for Eden from European geographies alone (current market) from this product." Source: Placing RNS 28/2/2020 https://bit.ly/3nC9vFv What is a Unicorn company? A unicorn is a privately held startup company which is valued at over $1 billion(currently equivalent to around £760m). Such companies are classified as unicorns due to the rarity of startups who achieve this significant success and still remain private. Look at these UK unicorn companies and look at their latest turnover in relation to unicorn status hxxps://www.beauhurst.com/research/unicorn-companies/ Also, look at Cazoo hxxps://www.cazoo.co.uk/press/cazoo-reaches-unicorn-status-in-record-time/ "the fastest ever British business to reach unicorn status". Although Eden is a public company and not a private company, a few things strike me about the possibility of Eden valuing at £1 billion/£766 million pounds and yes, 28x Eden's current market cap. 1) The Corteva deal, if successful and if Eden were to trade on a modest 20x times earnings would arguably take Eden over half-way there. With Eden being tech driven, this should in my opinion be quite realistic 2) In the link provided for UK unicorns, some of those companies turnover is a pittance, so the Corteva deal alone could justify Eden reaching half that status IF the investment community understood the additional forward potential 3) Eden has global reach and Cazoo, a car re-seller, is based to the best of my knowledge on a UK market It is going to be a very interesting period for Eden between now and Christmas and should surely/hopefully, set the scene for a significant revaluation of the Company. AND all the other regulatory approvals and subsequent sales will only build more value going forward.

[supersonico] 09/10/2020 10:39

Unmentionable. .Vineyard Life . hTTps://www.edenresearch.com/food_for_thought/13/partnering_with_research_excellence_in_uk_viticulture hTTps://www.forbes.com/sites/kristinstoller/2020/10/09/meet-billionaire-politician-tom-steyers-wife-a-pioneering-impact-investor-on-a-mission-to-spend-1-billion-righting-societys-wrongs/#12ab96151aae

[supersonico] 09/10/2020 10:26

Investing, This recent publication of this patent looks like an evolution and/or final iteration of a patent that started it's IP life in 2007. It adds to the jigsaw of enhanced IP that we have seen recently which has also been the subject of an RNS and post 7722. This also follows the pattern of 2020 where a further four Patents have received updated status, be it regional approval or technical conclusion or both. This resolution adds to my impression of progress which together with Unmentionables mention of the jazzy catchy 'in not too much time' and the imminent Corteva deal makes me cautiously optimistic.

[investingisatrickygame] 09/10/2020 10:09

super What are you taking from that link that is imminent?

[supersonico] 08/10/2020 06:12

Unmentionable Ducks in line Tectonic Movement TERPENE-CONTAINING COMPOSITIONS AND METHODS OF MAKING AND USING THEM hTTps://worldwide.espacenet.com/publicationDetails/biblio?DB=EPODOC&II=0&;ND=3&adjacent=true&locale=en_EP&FT=D&date=20201008&CC=US&NR=2020315169A1&KC=A1

[northwick] 07/10/2020 19:49

SuperPity Mrs100k wasn't seen buying today. Maybe, Mr100k has pulled the plug & prevented her from getting some more cheap shares!

[supersonico] 06/10/2020 17:59

Mrs100k in a hurry I see.

[supersonico] 04/10/2020 13:57

I'm inclined to agree with your optimistic sentiment Investing but as you will note from our TT experience and to a degree Eastman, time lines are very elastic and it's always been about managing the investor with inthecoming-months opaque narratives instead of inthecoming-years so until Unmentionable puts serious numbers and dates on what he expects Eden will see in revenue terms..it's all Jam because it always has been.

[investingisatrickygame] 04/10/2020 13:31

Super said "Remember also no Unmentionable mention of TT." From a revenue perspective, I'm really not too fussed to be honest, other than it would be nice to get this monkey off our back. If it was explained to us that the commercialisation of this deal opens the door to X $/£ revenues with x/y companies, then that would be different. I'm really not seeing jam tomorrow in this instance, rather, that we are on the verge of dramatic positive change which will transform the Company. If Proactive/Eden structured the video presentations better, you would get more concise answers from Sean on more questions yet in the same timeframe. However, because the interviewer has little knowledge and little interest in Eden, it results in Sean giving long answers that sometimes go off the original question or permit a licence to verbally roam. This in itself doesn't help the potential new investor because the question and answer process is not structured enough, not concise enough, not specific enough and doesn't steer an investor towards an investment decision. As such, its received as general info rather than reasons to invest in 'my Company' and in my opinion it is the latter that is needed when entertaining this format of communications. Structure would give it purpose. Purpose would bring engagement. Engagement would bring investment.

[supersonico] 03/10/2020 13:20

Investing, I hope your right with the Corteva year trial period nearly up... but 'in not too much time' could easily be the new inthecomingmonths or shortorder. Remember also no Unmentionable mention of TT. The presentation was ALL Jam Tomorrow.

[investingisatrickygame] 03/10/2020 11:01

From Eden's Half-Year Report, Chairman's statement Lykele van der Broek, Chairman, commented: "As a result of our successful fundraise in March we have begun work expanding into new product categories, with a focus on new insecticide formulations and seed treatments. Throughout the period we have made several commitments to further our ambitions in these areas." WHAT DO WE THINK THE 'COMMITMENTS' ARE IN INSECTICIDE FORMULATIONS? WE KNOW CORTEVA IN SEEDS, BUT NO PARTNER MENTIONS AS YET IN INSECITICIDES. SEED 'TREATMENTS' IS PLURAL AND SO IT IS NOT UNREASONABLE TO HOPE FOR MORE NEWS HERE TOO From the section 'Patents' "Post-period end, the patent protecting Sustaine encapsulation technology was granted in Australia. The patent is for "Encapsulation of High Potency Actives" allowing for the combination of Sustaine with a wide range of active ingredients, including from third parties." IS IT LIKELY THAT WE WILL NOW HEAR MORE ABOUT THE EDEN/SIPCAM COLLABORATION OF 2017 ON SUSTAINE TO ENCAPSULATE THIRD PARTY ACTIVES? I think we are somewhat further forward than we are hearing from Eden. Sean did allude to this in his latest video when at the end he suggested we might hear something on the Corteva deal 'in not too much time' @circa 6 mins 40 seconds Source: https://www.youtube.com/watch?v=v_HowwRH_gQ As I recall, he has also said on film that we are very, very advanced on an insecticide

[supersonico] 01/10/2020 20:59

Mr Samuel John Hubbard has an Interesting Job title for a parallel delay company which is primarily focused on Crop protection. Eden Research plc@edenresearch · 20 Jul 2020 Welcome to Eden Research, Mr Samuel John Hubbard, our new laboratory manager and Laetitia Gbenou, our new research chemist! We look forward to their contributions to our growing R&D team. hTTps://twitter.com/edenresearch/status/1285232436205494272 Mr Samuel John Hubbard Executive Leadership | Pharmaceuticals and Agrochemicals hTTps://www.linkedin.com/search/results/people/?facetCurrentCompany=%5B%223142579%22%5D&origin=COMPANY_PAGE_CANNED_SEARCH

[chrischas] 01/10/2020 16:50

Progress? yes there has been. Look at the renumeration progress . Its standing at £3.5million over the last 5-6yrs for our dynamic duo. Now you've got to call that progress. 105,(122+317)+(249+266)(258+216)+ (278+353) +(278+349)+ (to be reported) Wonder what it will be if they have a bad year.....or a good year? If its bad then the remuneration committee will have to look at the share/incentive scheme and adjust according to advice. "must be going up after all we did have that great idea of putting some research into Eden Research and it is taking a much longer time to compile our end of term Reports.

[investingisatrickygame] 01/10/2020 15:39

"Progress? Doesn't look like it." We'll see what Corteva has to say about that!

[erinvale] 01/10/2020 14:59

Eden's recent financial record and annual report comments: 2015 TOM LUPTON: Now that the Company has received funding to accelerate its growth and development, as well as key EU approvals for 3AEY, Eden is well placed to exploit its patents, knowhow, technologies and products and drive commercialisation on apace. It is satisfying to know that in 2016 Eden products are being used around the world, though we are really only at the start of this journey with further exciting product and market opportunities to come. 2016 SEAN SMITH: Whilst we anticipate 2016 revenues to be made up of one time fees and milestone payments from licence agreements, we expect to see over time steady growth in product sales and royalties as more of our commercialisation partners launch products using our technology and as these products begin to get market traction. We are well positioned for further growth in 2016 and beyond: the business is debt-free, well-funded and with a light overhead structure we expect that further revenue growth will move the business towards profitability. 2018 (on 2017) SEAN SMITH: We believe that the growth achieved in 2017 will continue in the current year, driven by new regulatory approvals received before the growing season and an expansion of the target crops across multiple territories. Moreover, the growing reputation of our first product, Mevalone, is helping to increase market share across the three largest wine-producing countries globally (Italy, France and Spain) thereby increasing both sales and profitability for Eden and our partners. SALES: 2015: £883k: Loss: £1.05m 2016: £320k; Loss: £1.88m 2017: £1.877m; Loss: £763k 2018: £2.775m; Loss: £533k 2019: £2.048m; Loss: £1.479m Progress? Doesn't look like it.

[supersonico] 30/9/2020 12:25

One could consider Busch's remarks along side Edens 2017 Reset RNS and throw in the 2017 Corteva / Sumitomo agreement, and the 2017 Arysta LifeScience and DuPont seed agreement....mix with TT who's whole catalogue is parallel delayed with Bayer's since 2013 ..and who knows where your Consolidated imagination might take you. Some might even suggest that the Reset was two fold and included the Update on Bayer Animal Health Agreement. Then again I might have had a bad Ayahuasca trip . We will see. 2017 Eden Reset UMMS commercial terms. Sean Smith, Chief Executive of Eden, said: "We are pleased to announce the re-setting of some of the key commercial terms of our licence agreement with UMMS. We believe that the new terms reflect both the long term potential of our next-generation encapsulation technology whilst also reflecting the current stage of technology development. We look forward to the ongoing collaboration with UMMS which is, in part, focussed on the further development of this technology with the objective of creating a next-generation encapsulation system to help us solve a broader set of challenges for our partners." hTTps://polaris.brighterir.com/public/eden_research/news/rns/story/x2oyonr hTTps://polaris.brighterir.com/public/eden_research/news/rns/story/x5oq00r hTTps://www.agriculture.com/news/crops/dupont-and-arysta-lifescience-to-collaborate