Eden Research Share Discussion Threads

[investingisatrickygame] 29/6/2024 10:51

To those who have not seen this, go to around 6:40 and listen for the money shot!!!

Listen to what Corteva has to say about Ecovelex and the sheer magnitude and significance of it for them in Europe.

At the beginning, they also mention Corn and Sunflowers as key seeds for them. As we know, (those paying attention), Corteva is trialling Ecovelex on Sunflowers and this was mentioned by Igor Teslenko (Corteva) on LinkedIn a little while ago.

'No available alternatives in Europe.' So what market share do we think Corteva will get then :)

'I'm very happy to share that very soon, this will be a reality in Europe!' 2025 season?

'This is going to be putting our business to another level'. What a statement that is from Corteva and what an impact that will have for Eden!!!!!!!!!!

In my opinion, this alone is enough to deliver every Eden investor substantial investment returns from today's share price. What a fantastic, visible, opportunity for all to see!

No hype. All statements from Corteva.

[supersonico] 29/6/2024 07:05

From Atty G post..17636 Investor presentation aired on 16th May

Cedroz received EA for wire worm in Italy last year – Sean said he hopes to get EA in a few countries this year

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

Nashmin Ebrahimi
Senior Research Scientist

Another field visit to France was a great opportunity to see the effects of what has been developed in the lab on plants in real conditions. Field visits always give me more information and a better overview of the next step in the development of biocontrol and biostimulant products. Being in Toulous and hashtag#ProFarm Group collaboration with Corteva gave me a good opportunity to visit the Corteva Seed Applied Technologies (CSATs) and meet the CSATs team. The CSATs function as a laboratory, testing center and seed treatment facility with rigorous processes for the discovery, formulation and field testing of seed treatment technologies. This process allows seed treatments to be protected and improved to solve on-farm challenges and provide value to farmers. The PASSER tests in the CSATs are high quality and scientifically based to ensure that farmers get right products in their hands.

[babysitter] 28/6/2024 22:28

Potatoes! That I remember.

[alchemy] 28/6/2024 22:09

See. Slide 49 !Beginners luck!It was mentioned , but me keeping notes? The mention was positive it was in a stream of here's another one where we can help ...I can't even recall which enemy it attacked.

[babysitter] 28/6/2024 21:20

Wireworm def mentioned.
There was a question from a shareholder re wireworm. Can't remember the answer 🙄
Vibe positive though.
Perhaps Alchemy took notes?

[supersonico] 28/6/2024 20:08

I note the absence of the Cedroz wireworm EUA in the AGM24 pdf news flow detail

The PRP2023 Pdf has Cedroz Wireworm EUA Q3 2024 but not in AGM24 pdf.

Was their any discussion at the AGM24 regarding the Cedroz Wireworm EUA?

[alchemy] 28/6/2024 14:56

I wrote lives .

[alchemy] 28/6/2024 14:55

There was nothing to support Neutes ' views yesterday . Not a thing. So I'll be ignoring him from now on.We're into the final minutes of the first half . If it's a pivotal year a lot to come in the next one! AGM report to come . Fwiw . Great discussion with the CFO he loves this company.

[neutralpov] 28/6/2024 13:39

ROTFL!!! :D

Renewed target SP
0.0000 (ZERO) pence

Prepack

[investingisatrickygame] 28/6/2024 11:53

I didn't attend yesterday's AGM, but on the AGM Presentation there is something I have never seen mentioned before.

We have been conditioned to understand that Mevalone treating Downy Mildew in France could increase sales 10 fold. Spain announced its approval this last Monday.

When you look at slide 39 from the above presentation the size of the opportunity for Mevalone treating DM is greater than the forecast market sizes for both the pending insecticide and Ecovelex. What to me, is good about this, is that Mevalone is already adopted and used by farmers in southern Europe, so trust is established and they won't doubt its ability to successfully treat DM. As such, I think we will see Mevalone sales grow quickly in southern Europe, perhaps quicker than forecast and with greater value. Both Ecovelex and the insecticide are NPD and new to market.

Look at the southern EU value forecast for Mevalone on DM (which excludes France!!!) and then compare this with other forecast sales for other products and treatments in the EU.

I would say Eden is eagerly awaiting France, Italy and Portugal to give this DM approval.

Very, very encouraging news for investors on top of everything else.

[alchemy] 28/6/2024 08:15

Outstanding team.Outstanding situation. Every regulatory approval a valve against sliding back.Sense of inevitability. In a good sense.

[supersonico] 28/6/2024 08:02

The Buzzee-Bee Saving Insecticide deal offers EDEN an incredible opportunity to make a swarm of headlines in MSM and no doubt Joanne Hart of the Mail on Sunday is tuned in to the inthecoming story already.

The PR opportunity in front of Eden is transformative for the companies public profile which if done well will amplify in orders of magnitude interest in Eden's products and story overnight.

[babysitter] 27/6/2024 15:02

Supersonico re 17867...
The reference is with regards to human resources, not financial.

[supersonico] 27/6/2024 11:48

Thanks Babysitter.

or as I would put it..

Eden are currently working with 🪲 Syngenta and will announce inthecoming details of collaboration shortly and the Global Commercial lead appointment is part of that deal.

[babysitter] 27/6/2024 11:24

Supersonic...
All relationships with Syngenta under nda. Strong interest and fruitful collaboration will hopefully lead to firm ties in the future.

[attyg] 27/6/2024 10:31

In my view - you are spot on Mns.

[money never sleeps] 27/6/2024 09:53

I believe this is the right time to invest in a real turnaround company which promises the holy grail of having highly predictable repeat recurring revenues. It won't happen overnight but IMO there is a significant change of direction afoot - the start of sustainable revenue growth. The reasons for it are becoming increasingly plain to see though I am not expecting a straight line shift due to the uncertain effect of emergency approvals / inventory changes / vagaries of the weather. One can either spot this happening or forever be stuck in the past.

[timbo_slice] 27/6/2024 09:53

Too smart for me Neuts.....

[money never sleeps] 27/6/2024 09:43

is there a live web link to the AGM?

[timbo_slice] 27/6/2024 09:05

Possibly... Time will tell....

[babbler] 27/6/2024 08:52

revenue growth of 78%

[erinvale1] 27/6/2024 08:48

This RNS is the usual Eden guff. All is well, we are making fantastic progress etc. But…….never results in significant sales, so share price remains on the floor. Once again, Sean Smith is taking us for fools.