pik20e
23 Jan 2017
Winnifrith scathing on Sunday Times Tom Winnifrith bear-cast today lambastes Eden and Sunday Times article. Also article on Share Prophets.
TX2
23 Jan 2017
Re: Eden Eden speaks for itself;after years & countless millions of pounds it sells less than most station flower stalls and at a huge loss.......Even if we say its critics are talking rubbish it seems there are better products.....
investingisatrickygame
22 Jan 2017
Re: Eden I would argue that Spain and Italy's first contributions proper will be this year.Also, Eden said that this year they are changing the model to one of direct supply to Sipcam and now Sumi-Agro.Are Sipcam, sumi-Agro (so Sumitomo in effect) and Eastman Chemicals all having the wool pulled over their eyes and no doubt Bayer sometime soon (hopefully) or has TW flogging a dead horse?I agree though with what I assume you would like though, a public declaration by Eden to counter and kill TW's argument, once and for all.
gerihatric
22 Jan 2017
Re: Eden TW has done a scathing summary on this today. And he makes some valid points.....worth a listen. As a shareholder in BLNX I know whar damage he can do. He has been right on Avanti and Quindell! I hold Eden but I am nervous!
investingisatrickygame
22 Jan 2017
Eden "Saves French Wine" [link] Sunday Times newspaperSo 50% of the world's wine production has the chance to prevent or offset Botrytis via Eden's 3AEY and in a non toxic way. According to the article, that is potentially a £140 million annual market opportunityThe US and Australia control another 15% of the market.What is the outcome of the successful trials in Australia for Botrytis (2016 AGM presentation, slide 7)What approaches made to the US and California?Will they follow Italy, Spain and France? What will Shore Capital show as a projected forward P/E for Eden now for the next three years? This deal should deliver income and profit this year and the cream should be Eastman Chemicals in 2019.The share price is now way out of sync to the downside with future (to be projected) revenue streams and presumed profit.This is the content that should be communicated
investingisatrickygame
22 Dec 2016
Re: MW site Thank you for the update and I'm sure Michael Walters will write up on Eden to his investment club which should be helpful.As for the Eastman deal, it would be very helpful to understand the basis of the deal to judge the its relative merit, in specific relation to today and the coming months.As for the change in policy in 2017, paid up front from manufacture as opposed to royalties, this should be beneficial to, to both immediate cashflow and profit.I understand that 3AEY can act as a preventative measure as well as addressing the onsite of botrytis. My question around this would be, will Eastman buy in huge quantities so as they can sell for either eventuality? If so, that could be significant income each year, particularly across 29 key countries. Similarly with Sipcam with effect from 2017. These distributors cannot afford to be short of 3AEY stock with an award winning product that has in some regions achieved a 20% market share and whose ingredients are exempt from Maximium Residue Level. I would expect to see significant stock purchased that will show up in next years half yearly accounts and similarly each year thereafter.In 2017 alone, Eden could multiply their revenue, cash position and profit many, many, times. Look at the example they gave in this presentation at the 2016 AGM, slide 11 [link] income up 800% on a manufacturing basis as opposed to royalty/licensing. This is a key statement that should be made clear to the investor market and this would drive the share price right now. This will also in turn, make Eden's life easier and quicker to get additional institutional support when they get nearer to the critical barrier of a £50 million market capWhat likely increase in profits I wonder? Substantial is my guess with such low operational costs.However, with manufacture in 2017 they do not tell us whether this will be through existing toll manufacturers or whether they will likely go east and set up their own manufacturing direct.The story for investment is an easy one to tell. Unfortunately, it is not being told and as is so often the situation, it leaves more questions that answers.That said, we can deduce that income will likely rise around 8 fold next year from existing contracts and possibly more if new agreements are struck in time for 2017 treatment. That could make the half yearly accounts transformational vis a vis, the past.
gerihatric
22 Dec 2016
MW site Michael Walters has done an update in light of the RNS. He does not go into the specifics you ask but focuses on the Eastman deal being based on that the long term benefit of a higher return on product sales is better than licencing with upfront payment and lower royalty. And It may be that Eastman wanted it that way and as the big player one has to accept that. There are also well informed people on the site who may well address your questions... Farmboy in particular. Worth the investment if you are going to spend some time involved in Eden. He also suggests there may be further announcements sooner rather than later....positive ones ? Bayer imo Happy Xmas
investingisatrickygame
21 Dec 2016
Additional Questions on Todays Two RNS The following points don't seem to be explained in the RNS's released1) Why are sales by Eastman delayed until 2019? This also means that financial reporting on the same could roll over to 2020, depending on when sales first occur.2) When will Eden receive the up front payment from Eastman?3) How much is the up front payment from Eastman?4) How much are the additional milestone payments from Eastman between now and 2019, what are they based upon and when are they due?5) What is the financial difference that is expected to impact Eden's P and L in 2017 as a result of moving from a royalty based system to a full product sales model in 20176) What is Eastmans share of the Nematode market for which Eden's product applies ($550 million) and what is the forecast income per annum for Eden based on the sameIt is clear that this appears to be a good deal for Eden i.e. minnow secures a major, but with no values placed on the deal and the term of the deal, how can we make a value assessment on this proposition.Equally, broker notes are circulated around the city, not the private investor community and will the city buy in at this stage to a small cap, sub £50 million?Private investors need to know why to buy and then why to hold Eden. Overall, their timeframe is shorter, so they need education and reasons to stay longer. I don't feel that was delivered to them today, sadly, when this is likely the most important commercial deal that Eden has ever signed.
investingisatrickygame
19 Dec 2016
Outstanding News Due There is a mass of outstand news due from Eden on which the market is yet to be updated1) Terpene Tech - Where is this relationship in terms of progress and sales income due to Eden and what penetration in the head lice market has TT made? RNS dated 24/8/2015 [link] Intellectual Ventures - At what stage is this relationship and what licencing opportunities have been crystallised? RNS dated 24/9/2015 [link] Mr Villeneuve - It would be good to have an update on his progress since his appointment, as RNS'd on the 3rd May 2016 [link] There are a number of RNS's with a "Notice of Acceptance of Patent" in various countries e.g. Australia, but no updates thereafter as to commercial activity, successes or otherwise5) a) What is the state of play with Portugal for grape protection, b) what is the state of play with Bayer who are the largest agro-chemical company in the world, RNS 10/6/2015 [link] Sumi-Agro France and Taminco/Eastman as RNS'd, news is due by 31/12/2016All of the above is both commercially key and strategically relevant and some of this news is 16 months+ since announcement without update. Equally, the above can all have a dramatic effect on the share price, one way or another.An update on the commercial progress and successes of the above would be helpful as Eden has many RNS updates on new developments, but not business and share price drivers.Lastly, Sipcam has a strategic alliance with Sumintomo, a top 10 worldwide agro-chemical company [link] Sipcam is now a customer of Eden, Sumi-Agro France, a subsidiary of Sumitomo, is due to confirm their intentions before this calendar year end as in 6) above. Surely Sumitomo, SIPCAM and Sumi-Agro France are talking to each other regarding Eden and if Sumitomo's subsidiaries and strategic alliance partners are talking to/buying from Eden what chance Sumitomo too? That would seem like a possibility to me, but moreso, use the power of the group to centralise engagement with Eden.
Rosey5464
15 Dec 2016
Re: Bit of movement... Bit of movement is nice to see...!========== ========== ========== ========== =And to hear some concrete news would be even better!Seems like buyers are confident of good news soon to support this move up.CheersRosey
Spadeychops
15 Dec 2016
Bit of movement... Bit of movement is nice to see...!
investingisatrickygame
03 Dec 2016
Sipcam Italia - Huge Opportunity in Veneto [link] this is covered in their geographical rights. The only Prosecco area and look at the volumes!Pesticide issues in Veneto sound similar to the recent issues in Bordeaux and this time, the article does link to the UK Supermarkets and the responsibilities they face!Pressure on Agro-Chemical distributors from farmers and EU regulations, pressures on farmers from Agro-Chemical companies and EU regulations, pressures on Supermarkets to protect both their customers and their own reputation.Eden should make hay while the sun shines!!!!! What a PR opportunity and also a great opportunity to build the investor case for private investors and perhaps, funds like the Biotech Growth Trust [link]
investingisatrickygame
28 Nov 2016
Re: What I Like About Eden [link] is the correct link for the R and D time and patent costs
investingisatrickygame
02 Nov 2016
Can/Will Eden Capitlaise on This? [link] in the Times Newspaper today with shocking consequences. Does Eden's treatment of botrytis with 3AEY deliver a solution?Is this further ammunition for Sumi-Agro France?Can we expect to see a deal with Sumi-Agro France confirmed soon as previously indicated to be concluded by the end of 2016.
investingisatrickygame
25 Oct 2016
Re: What I Like About Eden And the Chinese like to invest in this market too[link] at the size of that deal for the world's biggest pesticide maker.Looking at their website, it is quite interesting [link] "Our approach is to create innovative products and solutions that meet farmers’ challenges, and are unique in our ability to combine technologies – chemistry, genetics, breeding and computational science".Minnows often create quicker. I wonder if Syngenta has a product as effective and "natural" as Eden's? If not, it goes to example Eden's market opportunity again. Also, a very cheap takeover target if Eden's patents are deemed to have considerable financial value.$1.4 billion R & D investment [link] look at this [link] of 8-10 years to develop a product, but a cost of $260 million, that's £212 millionIf they attributed that time and value to Eden's technology that would be £1.15p a share + any add-ons.Huge potential for Eden!
