Eden Research Share Discussion Threads

[supersonico] 18/8/2023 13:02

And still no Lubecast

What a coincidence..

[supersonico] 18/8/2023 12:47

Says the second Fraudy Lube fella who deletes posting history.

BS & LOL

[neutralpov] 18/8/2023 12:44

ROTFLMAO @ maroons above.

FCA now have individual files on some avatars.

;D and popcorn

[andysmall8888] 18/8/2023 11:33

Def not an expert on stock market .
However , I have that thought because of own career.
In the money market I worked for Godsell's , they merged with Astley & Pearce, & became EXCO.
Exco were bought by Icap, who then also bought Butlers.
Eventually , not sure who was in charge , Icap merged/bought Tullet/Prebon. Now Known TP ICAP

Not sure of the exact number , TP ICAP are about 10 different money brokers now under 1 hat.

I hold shares in TP ICAP, and will almost never sell. Huge divi when make good profit.

Maybe it is not the same in this industry. As I said not an expert.

Good Luck always needed.......

[supersonico] 18/8/2023 10:10

Andy.

I doubt it myself and once you see the Insecticide deal unfold I expect you'll to grasp why it's not as simple as deep pockets wins and what a bidding war might look like.

Partnerships have benefits and buyouts have costs (Bayer) that these huge corporations understand very well (GM Cruise )..Small team dynamics swamped in a corporate bureaucracy not necessarily the most productive and innovative and in a new market innovation is key. .

One thought that I often have these days is... is there actually any real competition amongst the Giant ag companies any more ?

[andysmall8888] 18/8/2023 10:04

Market cap of Corteva $35 bio , if /if ever they want all Eden's patent's , they will buy Eden . IMO

With their loose change....

Worth a watch :-
Corteva Europe on X: "You may be aware of our Center for Seed Applied Technologies in Aussonne, France 🇫🇷, but do you know about the rigorous quality testing our seed treatments 🌱 undergo there? Watch this video to discover more about our testing process: #Quality #Corteva #SAT #CSAT [...]" / X (twitter.com)

[supersonico] 17/8/2023 19:25

Monet,
Funny ..that's the day of the 'Placing and retail offer'.

ROTFL

[alchemy] 17/8/2023 15:12

A margin of 30% on those EU sales on a PE of 40 because we'd be steaming by then gives a multiple more than the doomsayers 0p An indeterminate multiple but a hundred times any forecast of 1p

[investingisatrickygame] 17/8/2023 14:08

Super,

I agree

[supersonico] 17/8/2023 12:39

Investing,


Apply the Mevalone statement below to my guess relating to the 'new uses' hold up in Californian Mevalone approval..and BOOM.

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

Re your 15037

'The Company also states for Mevalone that "Proceeds from the Fundraising will be deployed to further commercialise this product for new uses and for as-yet untapped markets such as India and S.E Asia." '

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

supersonico - 11 Aug 2023 - 18:16:25 - 14968 of 15038 Eden Research - EDEN

"This is the illustration I mentioned a little bit earlier where we're working with Corteva France to grow the overall addressable market for Eden's product by just changing the target by adding two new targets to the overall label , those targets are Downy Mildew and Powdery Mildew. Smith" @15.40m



Slide 19 in above presentation or page 23 in


Filling a gap in the Market.

The key market in the first instance is France.

Is the second key market USA where Mevalone registration has been stalled in California. Is the delay due to Downy Mildew and Powdery Mildew being rolled into the approval and will we see any change in the distributor from Sipcam to Corteva as we have seen in France where Corteva displaced Sumiagro ?

AWGATWT.

[investingisatrickygame] 17/8/2023 11:51

Both Cenkos and Eden have said revenues from Ecovelex could reach €40 million per annum from the EU

Allowing for the capital raise and Eden's ability to accelerate regulatory submissions, widen geographies, develop new products and add to existing products, it is easy to see how Eden's revenues could multiply very quickly.

The Company states in their Placing RNS that they have submitted regulatory papers for Mevalone and Cedroz in Brazil, South Africa, Chile and Argentina.

The Company also states for Mevalone that "Proceeds from the Fundraising will be deployed to further commercialise this product for new uses and for as-yet untapped markets such as India and S.E Asia."

It is reasonable to assume that Ecovelex will in time, be sold through North and maybe South America as well as other continents.

Based on the Cenkos numbers stated, it is clear to see that Eden could in time be delievring hundreds of £millions revenue in years to come and perhaps from Ecovelex alone. All this before Eden launches its Insecticide and perhaps before the development and commercialisation of other seed treatments as alluded to in the Placing RNS.

In my opinion, the share price opportunity is significant from where we sit today and this is based on pure maths delivered from Cenkos and Eden of potential income and shares in issue.

Plenty of investors will not have seen the Cenkos notes and Eden can reasonably quote these numbers, from their brokers, as guidance from their brokers and educate the market further as to what the possibilities are for shareholders in share price terms, based on Cenkos figures in the public domain.

[alchemy] 17/8/2023 11:02

Extrapolation error. Useful on most sim stocks perchance not this

[supersonico] 17/8/2023 10:47

Kitty,

My guess is Whale 2 and 3 are deeply involved in the development of the Insecticide and the documentary preparation for a swift regulatory approval.

Smith says roughly 10 players involved in trials.

My hunch is Smith will announce key players W2/W3 this year but could be early 2024. They may have distribution agreements with the remaining 8/9 majors in a similar way Corteva took the lead with Ecovelex and distributes product to the other major players.

AWGATWT

[erinvale1] 17/8/2023 10:08

Eden has had almost 30 years to develop and sell its products. It has managed the former - at huge cost - but totally failed on the latter. Smith appears to believe that process = product. It has achieved no sustainable sales and shows no signs of doing so, despite endless approvals, distribution agreements and consultants. Smith should resign and give way to someone who is sales-driven. Unfortunately, because he is way overpaid, this is unlikely to happen. He obviously thinks he is doing a fantastic job.

[erinvale1] 17/8/2023 10:04

Eden has had almost 30 years to develop and sell its products. It has managed the former - at huge cost - but totally failed on the latter. Smith appears to believe that process = product. It has achieved no sustainable sales and shows no signs of doing so, despite endless approvals, distribution agreements and consultants. Smith should resign and give way to someone who is sales-driven. Unfortunately, because he is way overpaid, this is unlikely to happen. He obviously thinks he is doing a fantastic job.

[kittybiscuits] 17/8/2023 09:40

Do you anticipate they will surface this year Super?

[supersonico] 17/8/2023 08:56

MW getting to see Whale 2 and Whale3 and Whale 4 surface will be a good way to end his Eden coverage before he retires.

[andysmall8888] 17/8/2023 04:44

Deft Maroon...... Still making some bad choices, hope this not one of them .
Mike has been covering the Stock market, for over 50 years . I have read , and made good money on his suggestions . THEY do not all win .

HIS website hxxp://www.michaelwalters.com/index.phtml is free to have a quick look.
To go deeper the cost is about £7-8 a month. He is fully retiring at end of 2023.

IF you open his front page , check on the top right. MOST up there are older reports, which then become free for anyone interested.

all the best
still need good luck

Eden closed at 6.00 - 6.25p , market cap £23.4 - over £11mio of that is in cash , at mom from fund raise at 6.5p .

That was bought and supported by guys & girls that understand the stock market,
far better than me .

please do your own research- and be comfortable with cash you use in any stockmarket..... THERE are 100's- if not 1000's of Scammers.