Eden Research Share Discussion Threads

[supersonico] 22/1/2024 07:56

Mevalone ?



Our company is one of the leading full-scale pesticide tollers in Europe. Beside the large multinational manufacturers of original products, among our customers also belong the emerging enterprises dealing with generic products. Our services cover the following areas:

• formulation of plant protection products
• fill & pack of plant protection products
• logistic activities connecting to the products formulated and packed by Chemark Kft.
• development of packaging and formulations
• analytical services linked to the plant protection products
• artwork related services linked to the packaging materials.
Sale of small-pack pesticides on the Hungarian market also belongs to our activities.

AWGATWT

[erinvale1] 22/1/2024 07:38

Usual Eden guff. Promises of future prosperity after almost 30 years of failure. Company milked by overpaid directors who are self-serving and inadequate. There may be hope for the future but on present showing it is far from investible.

[kittybiscuits] 22/1/2024 07:34

“Revenue for the year has increased by approximately 72% to £3.1m (FY2022: £1.8m)

Product sales for the year has increased by approximately 63% to £2.6m (FY2022: £1.6m)”

[supersonico] 22/1/2024 07:07

TRADING UPDATE
EDEN RESEARCH PLC
Released 07:00:07 22 January 2024

[supersonico] 22/1/2024 07:01

Fraudy - Lube tag team - 17 Jun 2022

'A wise person would follow the example of Amati'

[supersonico] 22/1/2024 06:46

SIGNIFICANT SHAREHOLDERS
As of 3 January 2024 significant shareholdings in the share capital of Eden Research plc were:

Amati Global Investors
16,744,070
3.14%
..................................................................

NeutralPOV - 17 Jun 2022 - 15:50:33 - 12335 of 16551 Eden Research - EDEN
ravenna23 17 Jun '22 - 16:10 - 12333
> A wise person would follow the example of Amati, a previous major shareholder, and continually sell down their holding.
> Perhaps Tricky and Fraud have been buying?

Yep, they managed £20 between them.

THE FORGER NeutraIPOV 17 Jun '22 - 16:18 - 12334
> Perhaps they will.

You stupid tw*t, ravenna's reference to "FRAUD" is to YOU.

lol

[supersonico] 22/1/2024 06:38

NUMBER OF AIM SECURITIES IN ISSUE
As of 3 January 2024, the number of shares in issue was 533,352,523.

SIGNIFICANT SHAREHOLDERS
As of 3 January 2024 significant shareholdings in the share capital of Eden Research plc were:

Name

Number of shares

% of the issued ordinary share capital

Hargreaves Lansdown
53,364,313
10.01%

Gresham House Asset Management Limited
52,882,786
9.92%

Octopus Investments
41,551,047
7.79%

Sipcam Oxon S.p.A.
39,285,138
7.37%

Interactive Investor
33,363,457
6.26%

Canaccord Genuity Wealth Management
30,276,307
5.68%

Unicorn Asset Management
23,076,923
4.33%

Rathbones
23,040,287
4.32%

Atul Unadkat
22,099,924
4.14%

JM Finn Nominees Limited
20,147,562
3.78%

Amati Global Investors
16,744,070
3.14%

BGF Investment Management Limited
16,000,576
3.00%

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

As of 20 July 2023, the number of shares in issue was 381,108,607.

SIGNIFICANT SHAREHOLDERS
As of 20 July 2023 significant shareholdings in the share capital of Eden Research plc were:

Name
Number of shares
% of the issued ordinary share capital

Hargreaves Lansdown
45,307,219
11.89%

Sipcam Oxon S.p.A.
37,614,830
9.87%

Interactive Investor
31,957,945
8.39%

Gresham House Asset Management Limited
27,845,445
7.31%

Canaccord Genuity Group Inc
22,584,000
5.93%

BGF Investment Management Limited
20,233,000
5.31%

JM Finn Nominees Limited
19,635,562
5.15%

Atul Unadkat
18,811,765
4.94%

Rathbone Nominees Limited
13,661,661
3.58%

HSBC Global Custody Nominee (UK) Limited
13,066,384
3.43%

HSDL Stockbrokers
12,436,733
3.26%


Name
Number of shares
% of the issued ordinary share capital

A Abrey
1,620,346
0.43%

L van der Broek
929,500
0.24%

S Smith
911,039
0.24%

R Cridland
130,167
0.03%
...................

NUMBER OF AIM SECURITIES IN ISSUE
As of 21 March 2023, the number of shares in issue was 380,858,607.

SIGNIFICANT SHAREHOLDERS
As of 21 March 2023 significant shareholdings in the share capital of Eden Research plc were:


Name

Number of shares

% of the issued ordinary share capital

BGF Investment Management Limited
51,733,000
13.58%

Sipcam Oxon S.p.A.
37,614,830
9.88%

Hargreaves Lansdown
31,737,596
8.33%

Gresham House Asset Management Limited
27,845,445
7.31%


Interactive Investor
25,172,555
6.61%

Canaccord Genuity Group Inc
22,584,000
5.93%

JM Finn Nominees Limited
19,839,762
5.21%

Atul Unadkat
18,117,567
4.76%

Rathbone Nominees Limited
15,621,872
4.10%

HSBC Global Custody Nominee (UK) Limited
13,066,384
3.43%



Name
Number of shares
% of the issued ordinary share capital

A Abrey
1,620,346
0.43%

L van der Broek
929,500
0.24%

S Smith
911,039
0.24%

R Cridland
130,167
0.03%


SHARES NOT IN PUBLIC HANDS
In the terms of AIM Rules published July 2016 and insofar as it is aware, at 21 March 2023, 31.71% of the Company's AIM securities was not in public hands.

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

Atul keeps buying.

As of 30 September 2022, the number of shares in issue was 380,858,607.
As of 30 September 2022, significant shareholdings in the share capital of Eden Research plc were:

Number of shares % of the issued ordinary share capital

BGF Investment Management Limited
53,733,000
14.11%

Sipcam Oxon S.p.A.
37,614,830
9.88%

Hargreaves Lansdown
29,839,285
7.83%

Gresham House Asset Management Limited
27,845,445
7.31%


Canaccord Genuity Group Inc
22,584,000
5.93%

Interactive Investor
20,027,730
5.26%

JM Finn Nominees Limited
19,277,362
5.06%

Atul Unadkat
17,545,098
4.61%

Rathbone Nominees Limited
15,708,999
4.12%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.48%


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

NUMBER OF AIM SECURITIES IN ISSUE
As of 09 March 2022, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 09 March 2022, significant shareholdings in the share capital of Eden Research plc were:

Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
54,933,000
14.44%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,331,396
6.66%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,386,275
5.36%

Interactive Investor
19,790,573
5.20%

Atul Unadkat
17,350,145
4.38%

Rathbone Nominees Limited
16,095,276
4.24%

Amati AIM VCT plc
14,282,652
3.76%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.49%



.....................................
NUMBER OF AIM SECURITIES IN ISSUE
As of 18 August 2021, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 18 August 2021, significant shareholdings in the share capital of Eden Research plc were:


Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
54,933,000
14.44%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,331,396
6.66%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,386,275
5.36%

Interactive Investor
19,790,573
5.20%

Rathbone Nominees Limited
16,122,338
4.24%

Amati AIM VCT plc
14,282,652
3.76%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.49%

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


Home
SECURITIES INFORMATION


NUMBER OF AIM SECURITIES IN ISSUE
As of 21 February 2021, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 21 February 2021, significant shareholdings in the share capital of Eden Research plc were:


Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
58,333,000
15.34%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,452,709
6.69%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,421,575
5.37%

Amati AIM VCT plc
16,937,750
4.45%

Rathbone Nominees Limited
16,156,166
4.25%

Interactive Investor
15,405,978
4.05%

HSBC Global Custody Nominee (UK) Limited
14,015,588
3.69%


NUMBER OF AIM SECURITIES IN ISSUE
As of 21 August 2020, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 21 August 2020, significant shareholdings in the share capital of Eden Research plc were:


BGF Investment Management Limited
58,333,000
15.34%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Hargreaves Lansdown
30,276,493
7.96%

Gresham House Asset Management Limited
27,845,445
7.32%

Canaccord Genuity Group Inc
22,684,000
5.94%

JM Finn Nominees Limited
21,774,435
5.72%

Amati AIM VCT plc
16,937,750
4.45%

Rathbone Nominees Limited
16,246,373
4.27%

HSBC Global Custody Nominee (UK) Limited
14,007,734
3.68%

Interactive Investor
12,992,073
3.42%


supersonico - 03 Dec 2022 - 07:03:11 - 13502 of 14935 Eden Research - EDEN
Atul keeps buying.

As of 30 September 2022, the number of shares in issue was 380,858,607.
As of 30 September 2022, significant shareholdings in the share capital of Eden Research plc were:

Number of shares % of the issued ordinary share capital

BGF Investment Management Limited
53,733,000
14.11%

Sipcam Oxon S.p.A.
37,614,830
9.88%

Hargreaves Lansdown
29,839,285
7.83%

Gresham House Asset Management Limited
27,845,445
7.31%


Canaccord Genuity Group Inc
22,584,000
5.93%

Interactive Investor
20,027,730
5.26%

JM Finn Nominees Limited
19,277,362
5.06%

Atul Unadkat
17,545,098
4.61%

Rathbone Nominees Limited
15,708,999
4.12%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.48%


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

NUMBER OF AIM SECURITIES IN ISSUE
As of 09 March 2022, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 09 March 2022, significant shareholdings in the share capital of Eden Research plc were:

Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
54,933,000
14.44%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,331,396
6.66%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,386,275
5.36%

Interactive Investor
19,790,573
5.20%

Atul Unadkat
17,350,145
4.38%

Rathbone Nominees Limited
16,095,276
4.24%

Amati AIM VCT plc
14,282,652
3.76%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.49%



.....................................
NUMBER OF AIM SECURITIES IN ISSUE
As of 18 August 2021, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 18 August 2021, significant shareholdings in the share capital of Eden Research plc were:


Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
54,933,000
14.44%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,331,396
6.66%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,386,275
5.36%

Interactive Investor
19,790,573
5.20%

Rathbone Nominees Limited
16,122,338
4.24%

Amati AIM VCT plc
14,282,652
3.76%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.49%

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


Home
SECURITIES INFORMATION


NUMBER OF AIM SECURITIES IN ISSUE
As of 21 February 2021, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 21 February 2021, significant shareholdings in the share capital of Eden Research plc were:


Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
58,333,000
15.34%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,452,709
6.69%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,421,575
5.37%

Amati AIM VCT plc
16,937,750
4.45%

Rathbone Nominees Limited
16,156,166
4.25%

Interactive Investor
15,405,978
4.05%

HSBC Global Custody Nominee (UK) Limited
14,015,588
3.69%


NUMBER OF AIM SECURITIES IN ISSUE
As of 21 August 2020, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 21 August 2020, significant shareholdings in the share capital of Eden Research plc were:


BGF Investment Management Limited
58,333,000
15.34%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Hargreaves Lansdown
30,276,493
7.96%

Gresham House Asset Management Limited
27,845,445
7.32%

Canaccord Genuity Group Inc
22,684,000
5.94%

JM Finn Nominees Limited
21,774,435
5.72%

Amati AIM VCT plc
16,937,750
4.45%

Rathbone Nominees Limited
16,246,373
4.27%

HSBC Global Custody Nominee (UK) Limited
14,007,734
3.68%

Interactive Investor
12,992,073
3.42%


supersonico - 05 Oct 2022 - 08:52:18 - 13219 of 14935 Eden Research - EDEN
Selling yes..but it's a dribble which has been bought by Atul etal.

As of 30 September 2022, the number of shares in issue was 380,858,607.
As of 30 September 2022, significant shareholdings in the share capital of Eden Research plc were:

Number of shares % of the issued ordinary share capital

BGF Investment Management Limited
53,733,000
14.11%

Sipcam Oxon S.p.A.
37,614,830
9.88%

Hargreaves Lansdown
29,839,285
7.83%

Gresham House Asset Management Limited
27,845,445
7.31%


Canaccord Genuity Group Inc
22,584,000
5.93%

Interactive Investor
20,027,730
5.26%

JM Finn Nominees Limited
19,277,362
5.06%

Atul Unadkat
17,545,098
4.61%

Rathbone Nominees Limited
15,708,999
4.12%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.48%


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

NUMBER OF AIM SECURITIES IN ISSUE
As of 09 March 2022, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 09 March 2022, significant shareholdings in the share capital of Eden Research plc were:

Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
54,933,000
14.44%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,331,396
6.66%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,386,275
5.36%

Interactive Investor
19,790,573
5.20%

Atul Unadkat
17,350,145
4.38%

Rathbone Nominees Limited
16,095,276
4.24%

Amati AIM VCT plc
14,282,652
3.76%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.49%



.....................................
NUMBER OF AIM SECURITIES IN ISSUE
As of 18 August 2021, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 18 August 2021, significant shareholdings in the share capital of Eden Research plc were:


Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
54,933,000
14.44%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,331,396
6.66%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,386,275
5.36%

Interactive Investor
19,790,573
5.20%

Rathbone Nominees Limited
16,122,338
4.24%

Amati AIM VCT plc
14,282,652
3.76%

HSBC Global Custody Nominee (UK) Limited
13,270,588
3.49%

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


Home
SECURITIES INFORMATION


NUMBER OF AIM SECURITIES IN ISSUE
As of 21 February 2021, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 21 February 2021, significant shareholdings in the share capital of Eden Research plc were:


Name
Number of shares
% of the issued ordinary share capital

BGF Investment Management Limited
58,333,000
15.34%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Gresham House Asset Management Limited
27,845,445
7.32%

Hargreaves Lansdown
25,452,709
6.69%


Canaccord Genuity Group Inc
22,584,000
5.94%

JM Finn Nominees Limited
20,421,575
5.37%

Amati AIM VCT plc
16,937,750
4.45%

Rathbone Nominees Limited
16,156,166
4.25%

Interactive Investor
15,405,978
4.05%

HSBC Global Custody Nominee (UK) Limited
14,015,588
3.69%


NUMBER OF AIM SECURITIES IN ISSUE
As of 21 August 2020, the number of shares in issue was 380,340,229.

SIGNIFICANT SHAREHOLDERS
As of 21 August 2020, significant shareholdings in the share capital of Eden Research plc were:


BGF Investment Management Limited
58,333,000
15.34%

Sipcam Oxon S.p.A.
37,614,830
9.89%

Hargreaves Lansdown
30,276,493
7.96%

Gresham House Asset Management Limited
27,845,445
7.32%

Canaccord Genuity Group Inc
22,684,000
5.94%

JM Finn Nominees Limited
21,774,435
5.72%

Amati AIM VCT plc
16,937,750
4.45%

Rathbone Nominees Limited
16,246,373
4.27%

HSBC Global Custody Nominee (UK) Limited
14,007,734
3.68%

Interactive Investor
12,992,073
3.42%


1

[ravenna23] 22/1/2024 05:35

FRC re Accounts year end 2019Eden ResearchTransactions with associateWe asked for more information about the group's sale of geraniol to its associate and the group's acquisition of an intangible asset from the associate. We also queried the existence of, and accounting for, any unrealised gain or loss (in applying the equity method) arising from such transactions.The company explained that it had reconsidered the guidance in IFRS 15 'Revenue from Contracts with Customers' in relation to its arrangement with the associate for the sale of geraniol. As a result, the company acknowledged that the group accounts (in addition to recognising the group's share of the result of the associate through the normal equity accounting) should have recognised revenue based upon the margin it was entitled to receive from the associate's sale of geraniol instead of on a gross basis. Consequently, the company agreed to restate comparative amounts in the following year's income statement accordingly. As the change affected a primary statement, we asked the company to disclose the fact that the matter had come to its attention as result of our enquiry.

[alchemy] 21/1/2024 12:55

Hopefully yes . More empathy displayed by SS to shareholders employing the 2023 appproach than the 2022 one. March feels a long wayAway even though it's really not. I'm just so keen to know some of the parameters here. So I can think, model and so on. Got some powedery mildew issue on roses in Yorkshire Dales. As well.

[investingisatrickygame] 21/1/2024 12:35

Hopefully, a Trading Update will set the scene for managements hopes and expectations for 2024 and therefore clarify for investors commercial events and regulatory/label submissions that are likely to occur.

[kittybiscuits] 21/1/2024 11:36

And will be even better in 2024, with label extensions for Ecovelux

[money never sleeps] 21/1/2024 02:00

Cedroz
Sales growth expected to be strong in 2023.

Wait and see!

[money never sleeps] 21/1/2024 01:59

Duplicate post (deleted)

[money never sleeps] 21/1/2024 01:51

In case you missed it :-

Business highlights

Expanding regulatory approvals in key territories, including the US, new commercial agreement, and new product areas



· First commercial order received for Ecovelex®, Eden's new seed treatment product (August 2023)

· Materially increased Eden's global addressable market with label extensions and new regulatory approvals, most notably the addition of the US following various state approvals

· Authorisation for Cedroz™ received in the key state of California with Mevalone® authorisation anticipated in due course

· Eden's first 'non-professional' (home garden) uses for 3logy® granted in Italy

· Mevalone® received regulatory authorisation in Poland, which is acting on behalf of the EU Central Zone, thereby paving the way to central EU approvals

· Authorisation for Mevalone® (Novellus) received in New Zealand

· Submission made to the EU and UK authorities for Eden's seed treatment product, Ecovelex®, which was developed with Corteva Agriscience

· Steps to expand the use of Mevalone® in France to include powdery and downy mildew are well underway

· Return to commercial production of CedrozÔ following previous manufacturing issues. Continue to actively monitor customer feedback

· Use of CedrozÔ expanded to include the control of wire worm in potatoes through the granting of an emergency use approval in Italy

· New distribution agreement signed with Anasac for Mevalone® in Colombia

· 140 field trials run by potential distribution partners in 2023, following significant interest in the evaluation of Eden's developmental insecticide

[money never sleeps] 21/1/2024 01:34

What is tragic is your apparent inability to differentiate between a good company and a bad one. The items in your list are not particulalrly alarming or unusual given the sort of journey that Eden has undertaken.

Due to its success in obtaining regulatory approvals worldwide Eden now has genuine prospects of becoming a very successful company and sales will keep increasing yoy.

It has taken time for the company to.realise its full potential but investors will flock to Eden. Investors everywhere are seeking to buy Into companies like this for a long term hold. The short, medium and long term rewards on offer here are becoming increasingly obvious for all to see

[investingisatrickygame] 20/1/2024 14:13

In the 28/2/2020 Placing RNS the Company stated the Insecticide opportunity as follows

SOURCE:

Estimated Market Sizes

(€m) Mites Whitefly Thrips Aphids Total

US €159m €5m €59m €107m €330m

Europe (incl. Turkey)

€147m €97m €85m €192m €521m

Company estimates

So a total market estimate in these two geographies of €851 million


In the 2023 AGM presentation those numbers have presumably been refined to €575 million SOURCE: SLIDE 24

In the 2020 AGM Q & A, Eden states "It is
generally accepted that a market penetration of between 5 and 10 percent of the total addressable
market is achievable with products that fully address the needs of growers."
SOURCE:


So one might assume that Eden's target revenue for their pending insecticide for these two geographies is between €28.75-€57.5 million per annum (in due course)

Finally, in the 28/7/2023 RNS hxxps://polaris.brighterir.com/public/eden_research/news/rns/story/rd1zl8r

Eden declared they would use the Placing funds raised, in part, for 'insecticide label expansions' which can only mean, to me at least, that any 'label expansion' value is not included in the numbers declared to-date.


The insecticide deal, when it comes, will be the biggest deal in the Company's history based on information they have put in the public domain and this deal is coming in the 'not too distant future.'

[investingisatrickygame] 20/1/2024 13:08

My understanding (but do correct me if I am wrong) is that where there is a ban, it is a ban that does not permit the use of seeds treated with Korit. So I would assume that if as a farmer you had left-over seeds that had been treated with Korit, the use of those seeds would no longer be viable.

Naturally, a ban would not permit their sale.

[money never sleeps] 20/1/2024 11:56

You could be right 120 days, Is the ban against new product sales or product use?

[kittybiscuits] 20/1/2024 11:50

I agree with Investing. I heard Sean in a video it’s 120 days, and then the approval needs to be re-issued

[investingisatrickygame] 20/1/2024 11:20

I thought SS said the EUA period was 120 days, not 6 months? I believe 120 days is what they have had before under EUA circumstances.

In the case of Ecovelex, Corteva will not want to be caught short, will they, so one might reasonably expect plenty of product sold to Corteva. Whether they sell all of that stock through this 120 day period, who knows, but the full amount would register as Eden sales.

[money never sleeps] 20/1/2024 11:04

Supersonico, yes but the question is whether the emergency approval requirement has passed or whether it is ongoing. We are told the emergency approval is for a period of six months so Italy approval, though now granted, will also expire by the middle of 2024. From memory the two sales pressure points for EU agriculture are Q1 and Q3. I suppose it would not be the same in different places around the world where the growing seasons are staggered differently. That's more an issue for the future as it may smooth out the lumpiness of product sales. You will have seen, I think, the news from a few weeks ago that there is a temporary suspension on banning of sales of prescribed chemical products (Korit) for 3 years, which will obviously slow things down a little on the need for the ecovelex replacement.

[supersonico] 20/1/2024 10:19

'The SS recording was made, I think, pre-Christmas before the Italy approval for ecovelex' @16530

Yes ..on reflection I think your right.

[kittybiscuits] 20/1/2024 10:15

I don’t care about fraction of a penny movements up or down. Now the tide is turning here, I’m much more interested in 5p, 10p and 20p movements. And they won’t be downward movements either…