Eden Research Share Discussion Threads

[brucie5] 01/6/2023 16:29

Then please DM me with it. Surely, if it's significant but cannot be in the public domain, nor readily inferred and identified by those on this board, then it's not material to the investment case. I'm certainly not buying in on the basis of 'secret knowledge' and I doubt many other will either!
But wdik - just sayin'!

[supersonico] 01/6/2023 14:18

Brucie,
I'm assuming SS does not want this in the public domain .. it's an observation I make based on my own research and assumptions. I will not be disclosing it other than to refer to it as Whale2.

[brucie5] 01/6/2023 14:07

supersonico1 Jun '23 - 13:37 - 14179 of 14181
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Brucie,
I'm happy with the Insecticide narrative as it maybe related to Whale2 etal as well as Corteva so I can't agree with your 'set aside' observation.
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Super, I have no idea what the 'whale' is that you refer to, let alone the Whale 2.0. Can you spell this out please - I'm sure others would be grateful too!

[attyg] 01/6/2023 13:47

Yes, great post super

[supersonico] 01/6/2023 13:46

Andre Negreiros..EMEA Regional Seed Applied Technologies Leader

'Corteva Seed Applied Technologies strongly investing on sustainable innovations in Europe.
ECOVELEX will be the first bio bird repellent available in the region bringing innovative tools to farmers and seed companies.
Field trials are very exciting! Looking forward launching it as soon as possible'.

[supersonico] 01/6/2023 13:37

Brucie,
I'm happy with the Insecticide narrative as it maybe related to Whale2 etal as well as Corteva so I can't agree with your 'set aside' observation.

On the 'set aside ' point I do have a question about the unexplained Molluscicide disappearance from the Pipeline back in 2021. It seemed to go missing precisely when Eden started forecasting the Corteva 2024 planting season ..seed treatment.

[brucie5] 01/6/2023 13:23

supersonico1 Jun '23 - 12:42 - 14176 of 14177
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Thanks, super, that's a good post. Of course I agree that the link up with Corteva is potentially company making and in the meantime absolutely crucial.
Hitherto, absent any significant build in sales via MEV & CED, I was expecting great things by now from their insecticide, but this seems to have been set aside, if not in the 'long grass', then at least some distance from the fairway of actual products and profits, no?

[investingisatrickygame] 01/6/2023 12:58

Super

100% agree

[supersonico] 01/6/2023 12:42

BRUCIE,
Caution and cynicism has historically been a wise way to approach investing in EDEN. The TT back to school is a case study in cautionary lessons.
However..I believe we're in a very different phase of Eden's evolution now and it's Ecovelex Corteva not TT who are driving this..the contrast between the two is vast.

Yesterdays post by Igor Teslenko President EMEA at Corteva indicates to me whether money is coming sooner in preparation for the 2024 growing season or in 18-24 months time. It's a gamble, it always has been but my biased dots, and there are many, point to the 2024 season which means under some sort of 'emergency' provision similar to what we have seen in Italy, Pioneer prepare Ecovelex this summer ready for farmers orders from December onwards for spring planting. This way I imagine Eden get paid this year and a cash call is avoided.

I'd also not be surprised by a Corteva strategic investment Sipcam style but that would only enhance the 2023 money position despite any dilution. AWGATWT.
.............................................................

'Recent regulatory changes in the EU have left farmers without conventional approaches to combating crop damage caused by birds. Corteva Agriscience, together with Eden Research plc, have responded with agility and speed to fill this gap left in the market with a sustainable alternative.

Together we have developed Ecovelex™, a seed treatment based on plant-derived chemistry that is a safe deterrent for birds.

This plant-derived innovation is offputting to birds due to its unpleasant taste and smell, leaving the bird unharmed, along with farmers' crops.

I am delighted to see the efforts of our open collaboration approach come to fruition with the rapid development of this solution completed over three years.

The journey from R&D laboratories to farms across Europe continues, as Eden has applied for its authorization in Europe with Corteva as its distribution partner.'

[brucie5] 01/6/2023 12:05

supersonico1 Jun '23 - 10:58 - 14172 of 14174
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Brucie,
Smith had the opportunity on the last Proactive video to comment on the previously mentioned '2024 growing season' estimation ...first stated 12/5/21.

He chose not to.

Why do you think that was?
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Super, at this stage I think I need everything spelled out to me - the only thing I use to infer from is the signal lack of sales! Do you remember the 'Back to School' imminence of the flea treatment? When was that..?

Sorry if I sound cynical; but's not that I'm not attentive, though it may be that I'm not attentive enough.

I'm certainly watching.

[investingisatrickygame] 01/6/2023 12:01

Brucie5

I refer you back to attyg's detailed post. Also, commentary he made about going concern.

Separately, early enthusiasm, yes, but now we are in my opinion, in a very good place. Each must decide for themselves

[neutralpov] 01/6/2023 11:01

STFU, cumsac.

[supersonico] 01/6/2023 10:58

Brucie,
Smith had the opportunity on the last Proactive video to comment on the previously mentioned '2024 growing season' estimation ...first stated 12/5/21.

He chose not to.

Why do you think that was?

[neutralpov] 01/6/2023 10:57

Brucie, dearie, you have such a LOVELY way of writing -
"Ferk orf you filthy pond-dwelling lying ramper"
without using those words!

Also, the heartiest congratulations for not reminding these paid P.R. weasels that, the superb share price opportunity and all that, the c--ts on the Board, supposedly those in the best position to assess prospects, are STILL NOT BUYING.

No - how many years has it been now since any significant purchase?

Hahaha! ;-)

[brucie5] 01/6/2023 10:42

Investingisatrickygame31 May '23 - 21:32 - 14163 of 14169
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attyg is right in my opinion to be very confident about Eden's future
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Investing - the question is not just about "What could be if.."
It is now about the cash runway to real sales sufficient to make a profit.
Even you must admit your optimism, of five/ten years ago has not been anywhere near vindicated. Investors who participated in the last huge funding round are now looking at further dilution, which I doubt very much they anticipated.

I am not discounting the technology and its importance, merely questioning a business that has failed to make financial headway despite years of assurances and cash raises. But as you say, perhaps that's in the price.

[neutralpov] 01/6/2023 10:20

QUIZ

What is the collective noun for Eden """investors"""?

:-)

[neutralpov] 01/6/2023 10:14

Brucie5 31 May '23 - 14:19 - 14162
> Thanks for taking the time, Atty.

He's merely doing what he's paid for, Brucie...

Now for your bonus -

[neutralpov] 01/6/2023 10:10

Big Hints?

After many collaborative years, the jolly green KPMGiant finally walked.... or was it ..... ?

But nothing at all to see here, folks. Move along now. :-)

But I'm sure Minnow Pannell Kerr Forster (hic!) will do an equally sterling job.

But nothing at all to see here, folks. Move along now. :-)

It's been a year since the last filing of Accounts.

But nothing at all to see here, folks. Move along now. :-)

Most quoted corps don't leave it this late, but here there's form...

But nothing at all to see here, folks. Move along now. :-)

Popcorn time! ;-)

[neutralpov] 01/6/2023 09:01

purple11 31 May '23 - 13:41 - 14160
> neutralPOV filtered
> utter nonsense.another adfvn loon

Fast forward a year or two, just before the stooopid eeejit tops herself:

purple11 1 June 2024 - 18:05 - 18742
> WHY DIDN'T ANYONE WARN ME ABOUT THIS SC-M????????????????????????????

0:-)

[neutralpov] 01/6/2023 08:55

Have you effin' maroons seen who are now the auditors???


No cure for stoooooopid, as I've said before.......... ;D ;D ;D

Do these contemptible b*ggers have any idea quite how manY COMPETENTLY-RUN biotech companies are out there?????


-- SO WHICH IDIOT OR PAID Brown-Noser IS THIS??

AttyG's disgusting deceiful drivel @ 314161 on 1 May '23 - 14:10

> the company will not need to seek additional funding support
> an amazing opportunity
> a significant profitable return - and within 18 months
> I am not prepared to share how I think the "gap", as you put it Brucie, will be bridged
> The auditors are content
> It is not unreasonable to infer good sales in 2023 and beyond
> hopefully
> thanks SS
> the NOMAD has kindly protected us
> I am very confident of the future, it is because I have done and continue to do plenty research/keep my ear to the ground
> I can go on, but I have other things to do
> I recommend potential and existing shareholders read closely the company AR and presentations

I recommend, however, that any person with a modicum of sense instead consults SHARE PROPHETS and STOCKOPEDIA, which definitively establish this is a CLASSIC *SUCKER STOCK*

Wonder how much Theranos shares fetch nowadays?

Jail and asylums await you lot.

[supersonico] 01/6/2023 07:50

Exploring China stepping into the dawn of chemical pesticide-free agriculture in 2050

[investingisatrickygame] 31/5/2023 21:32

The recent Cenkos report which is on Eden's website, reminds us that this Corteva deal for seeds could deliver Eden in excess of €40 million p.a. Assuming a net €20 million when that day comes, Eden burns short of £3 million per annum. Converted today, that's about £14 million profit. On a P/E ratio of 20 that's 74p, £1.11 on 30* earnings assuming the same circa 380 million shares in issue.

That is without a Mevalone contribution, Cedroz contribution, any other commercial arrangements that are in the pipeline with Corteva, without the insecticide with forecast income in the US for 2024/25 and this is just the stuff we know about.

attyg is right in my opinion to be very confident about Eden's future

[brucie5] 31/5/2023 14:19

Thanks for taking the time, Atty.

[purple11] 31/5/2023 13:41

neutralPOV filtered
utter nonsense.another adfvn loon