Eden Research Share Discussion Threads

[supersonico] 22/10/2024 10:48

Many commentators talk of bottle necks on the regulatory journey of a biological product.

Luckily 'Very Soon Ecovelex' does seem to have bypassed that inconvenience.

[timbo_slice] 22/10/2024 10:40

Neuts,Are you following FRES? Choo Choo

[neutralpov] 22/10/2024 08:30

So, supersonico, cutting through your vacuous ramping bla-bla, this is THE question:

How long before the prepackaged administration will the stock be permanently suspended from trading?

And what are the measures in place to deal with deranged, low-IQ, zero-achievement "investors" who finally grasp how they've been stinko'd?

===

Estimates below.

[supersonico] 22/10/2024 04:57

File under..The #precision2021-24 treatment.

Regulatory bottleneck is thwarting biologicals, says Biotalys CEO: ‘We’ve got to figure out another way.

“I see one of two things happening, either the biofungicides, bioinsecticides markets are just going to be driven by very large players as the small guys can’t afford it. Or the innovation is going to move to countries where the regulatory environment is more favorable, like Brazil.

The general consensus in the industry is that proteins would generally be described as the most stable, and then peptides, and then RNA.

We think that the era of proteins, peptides and RNA is going to be the bridge between traditional biologicals and chemistry. In fact, I would argue that what we have is not a biological it’s sort of a new class, something between a microbe and a plant extract and hardcore chemistry.”

[alchemy] 21/10/2024 11:31

Other stuff !

[alchemy] 21/10/2024 10:52

And finally anything to do with EIS is a mystery to me. Can you subscribe and not lose too much if you sell lower because of some tax gambits

[alchemy] 21/10/2024 10:50

Or I've always thought how good the EDEN guys are at not leaking but I've prejudged thst spplies to good news?What if there's a known delay or something? No I don't believe it.So why the selling folks?Perhaps I'm not fully plugged into the history but I didn't dream the AGM and other stigg

[alchemy] 21/10/2024 10:47

Well done !I should take a break from posting but! Alas another question I am not qualified to answer.The source of sellers is the topic I sort of know what an overhang is- a number of shares to be offered because the holder needs the money or has gone off the share in question?

[money never sleeps] 21/10/2024 10:12

Had a few ales (yesterday...) so I'll save any comments til tomorrow!!!

[money never sleeps] 20/10/2024 17:26

Has a few ales so will save any comments but thanks muchly for all the workings

[alchemy] 20/10/2024 12:37

Great stuff

[investingisatrickygame] 20/10/2024 11:26

Alchemy said

"* I was told that but how much looking ahead is being done at 3.9p?"

Very, very little in my opinion, hence 3.9p!

The growth in sales is down to the distributors. Eden has done its job in the respect that it has developed products that distributors want and regulators are approving.

Ecovelex was required by Corteva, is required by farmers and has been jointly developed between Eden and Corteva. When that full regulatory approval comes, so will the sales, likely "in short order" :). That will be a trigger of awareness that will see 3.9p as a distant memory.

Of course, before that RNS comes, an insecticide announcement could come and that could blow the bloody doors off as Michael Caine might say. So we have 2 share price triggers. Both should attract the minds of private investors, institutional investors and the press.

And of course, there is the French PM/DM regulatory submission awaiting approval which will has a fast impact on revenue.

Anyone of the above could within the year, put Eden into profit. Question is, how much?

French approval 'could' come pre-Christmas, who knows. Corteva took control of France and Mevalone in December 2022 with regulatory label extensions due to be submitted thereafter

We have been told several times that regulatory approval in the US will be more expedient now with the AI's and Sustaine already approved, so the US could be approving the insecticide ready for sale sometime in 2025

AND, Corteva has more than implied, on film, that Exovelex will be on sale in the EU in 2025.

One could assume it is possible that, all 3 could make a contribution to revenue and profit in 2025. If this is understood more widely and comes to be, our share price will be, hopefully, many, many multiples of circa 4p

If you view things this way, an investment in Eden now seems a total no brainer.

[alchemy] 20/10/2024 10:58

Hi MNS hope the below gets there. Tell me if it doesn't.Stayed up to watch Norris clinch pole last night.Atb.We , that's is I,assumed turnover growth of 70%.Over four years that's calculated as 1.7 over four periods. That gives the 4.9.Now, that result will be visible to the market and will be given an historic p/e so since the markets job is to look ahead * and therefore give a prospective p/e I multiply it one more time so the market discounts a further year of growth. Hence the 8.35 times 2024 turnover. And that is 8.35 times the assumed 5 million.(8.35 is 1.7 times the 4.9 )That's the 41.7 million.The rest is take the gross margin take off that assumed 8million expenses and multiply out by P/E.Investing's look-up table is very useful, my thoughts are more about how to get to the figure that the table should use.I think Micks 20% is too low given Geographies Product Scope,Approvals etc. But if he's right .....* I was told that but how much looking ahead is being done at 3.9p?

[alchemy] 20/10/2024 10:41

True I'm predicting 70% growth More soon

[mick6060] 20/10/2024 10:34

Even the companies own figures are for a £1.2M loss for Y//E 2023. Assuming that they can achieve break even in 2025, using a compound profit growth of 25%, it would not be until 2038 before they reached a profit of £10M!

[supersonico] 20/10/2024 09:24

As new Facts emerge from the toxic corpse of US Big Food / Ag .. The Paradigm is shifting in front of your eyes;

Damian Mason

Businessman, Agriculturist, Speaker, Author, Podcaster, Host of XtremeAg.farm's "Cutting The Curve."Businessman, Agriculturist, Speaker, Author, Podcaster, Host of XtremeAg.farm's "Cutting The Curve."



I'm inviting Robert F. Kennedy Jr. to come on my Business of Agriculture show to explain why he encourages protests against food companies such as #Kelloggs when consumers could simply not buy Froot Loops. If - as RFK Jr. says - he'll be inside the USDA under a Trump administration, those of us working in Agriculture should get to know him a little better.

Why did RFK Jr. file the initial litigation against Monsanto over glyphosate, which is a safe chemical?

When RFK Jr. calls for an end to "factory farms" does this mean government will shut down large scale farms forcibly? Who exactly decides how big a farm can be before it's defined as a "factory" farm? When RFK Jr. calls for more organic food to eliminate childhood diabetes, is there evidence for this?

Please come on my show to explain your position to those of us who work in American Agriculture!

[supersonico] 20/10/2024 09:20

Direction of travel..news;

FDA Always BETRAY the American people for the lobbyist.

[supersonico] 20/10/2024 09:00

The Biologicals Boom: What’s Driving the Market for Biostimulants, Biopesticides and Biofertilizer?

Death, taxes, and biologicals. With apologies to Benjamin Franklin, the growth of biological products in agriculture seems as inevitable as the first two. In the past few years, both the interest in and use of biological products (primarily biostimulants, biopesticides, biofertilizers) seem to have increased exponentially.

[supersonico] 20/10/2024 08:06

Alchemy,

Very much appreciate your workings out and look forward to updates and clarifications.

[supersonico] 20/10/2024 08:01

Below is a graphic with names of ten of the eleven multinationals Eden are likely to be in dialogue with about their insecticide;

'The global crop protection industry has driven significant innovations over the years, developing increasingly efficient and specific products, such as herbicides, insecticides and selective fungicides, which allow pest control, with the least impact on other organisms present in the environment. These technological advances allow for more effective pest and disease control, reducing environmental impacts and increasing agricultural productivity. The use of modern crop protection products directly contributes to global food security, helping to meet the growing demand for food by optimizing the use of agricultural land, preserving crops, and improving product quality, while seeking to minimize risks to human health and the environment'. (AMR Business Intelligence)