Member Info for 2017andonwards

Sunday Times Newspaper Today https://www.dropbox.com/sc/so15d7tourdifzi/AAD-do8e1_GNtHNrlzfChBQpa So 50% of the world's wine production has the chance of 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 opportunity The 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? Seriously, 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. These is the content that should be communicated.

Maybe that is a question your could pose to Walbrook PR in order to get a categorical answer. As regards Eastman, a likely game changer for sure. Eden has a couple of institutional shareholders and may be able to entice a few more on the back of this deal as they will look at the forward P/E. In the meantime, it is private investors they need to entice to elevate the share price to a level that permits those institutions to invest. This is where their focus should be in regards to share price management alongside operational activities.

spindok" "Interesting calculations but I seem to remember they are not allowed to sell or was I having a bad dream" Not allowed to sell what? Stated by who?

""8) Slide 19, Eden spends £12 million on patent protection, yet Syngenta say it costs them $260 million, SOURCE: http://www4.syngenta.com/how-we-do-it/research-and-development/how-we-make-new-products. Slide 21 of the AGM presentation states that many patents have or are about to lose patent protection with very few substitute products available. Given this circumstance and major players are now contracting to Eden, what chance that Eden will receive a bid for the whole company or a bid for a product solution, so for example, someone bids to take 3AEY of their hands?" On the current exchange rate that is £215 million (rounded up). If they or any other top ten pesticide firm valued Eden's IP at a % of their IP costs what might fair market cap be that shareholders could reasonably buy up to? 20% of £215 million is £43 million/184 million shares is 23.36 pence per share 30% of £215 million is £64.5 million/184 million shares is 35 pence per share 40% of £215 million is £86 million/184 million shares is 46.7 pence per share 50% of £215 million is £ 107.5 million/184 million shares is 58.4 pence per share So a heavily discounted valuation of the IP cost of a top 10 pesticide firm could be worth 58.4 pence, maybe more. THE BIGGEST DEAL EDEN HAS SIGNED 4) What is the anticipated annual revenue from sales to Eastman Chemicals through the top 29 global countries for nematicides? Each £5 million of gross revenue delivers a gross 2.7pence per share Eden is so undervalued based on IP alone which is protective to the Company, yet an investment to companies like Syngenta through time (8-10 years to deliver), money spent (£215 million) and lost income and profit through being out of the Agro-Chemical market with any given product. Eden ought to communicate this value, properly and openly so that it is understood and known beyond the Company, their brokers and institutional players. Private investors need to know and understand this so that they can make investment decisions and help Eden elevate their market cap till such time as institutional investors, governed by their own investment rules, can then invest in Eden, in the open market.

I think investors also want to know 1) What is the position with Bayer which was first on trial some while ago. This is a key piece of information to update given who Bayer are and their standing in the Agro-Chemical market 2) When Sumi-Agro France contracts to Eden, as expected and RNS'd, does this give an opportunity to deal with Sumitomo direct, is this even relevant or will Eden deal independently with Sipcam and Sumi-Agro separately? 3) If Bayer becomes a client in addition to Sumitomo (effectively) what is our state of play or strategy with other top ten global pesticide companies? http://www.gmwatch.org/latest-listing/1-test/10560-the-worlds-top-10-pesticide-firms-who-owns-nature 4) What is the anticipated annual revenue from sales to Eastman Chemicals through the top 29 global countries for nematicides? 5) What is the outcome of the successful trials in Australia for Botrytis (2016 AGM presentation, slide 7) 6) Who is the agreement with for the evaluation of lawn and garden and what is the state of play (also slide 7) 7) Slide 20, Eden shows the market sizes in $billions for bio and conventional pesticides as well as animal health care. What percentage is Eden hoping to capture in each sector or a sub-sector therefor through its contracted partners over the next 3-5 years? There has to be an answer to this otherwise this slide is pointless other than to say the market is big 8) Slide 19, Eden spends £12 million on patent protection, yet Syngenta say it costs them $260 million, SOURCE: http://www4.syngenta.com/how-we-do-it/research-and-development/how-we-make-new-products. Slide 21 of the AGM presentation states that many patents have or are about to lose patent protection with very few substitute products available. Given this circumstance and major players are now contracting to Eden, what chance that Eden will receive a bid for the whole company or a bid for a product solution, so for example, someone bids to take 3AEY of their hands? 9) If Eden is susceptible to a bid in either form as stated in 8, what position are Eden in to protect shareholders from an undervalued offer? 10) What are Eden's top 3 specific priorities for 2017 e.g. secure Bayer as a customer, establish 3AEY in the US/Australia, have the share price reflect the true value of the Company There is so much for Eden to explain and share that can easily be done without compromising confidentiality or LSE regulation. Should they choose to do so, this will be very good for existing shareholders, bringing in new shareholders and ensuring their cost of money going forward is most cost effective and representative.

From the Commercialisation Agreement RNS http://www.edenresearch.com/html/news/press_releases/2016/21-12-16.asp "This segment of the nematicide market is in the region of $550m globally. Given the withdrawal and restriction in use of a number of key products that were well established in the market, Eden and Eastman are optimistic that Cedroz™"...... What are the key products that are/have been withdrawn? What existing products have been restricted? What is their collective share of the $550 million globally? What is Eastman's current share of the $550 million market globally? Therefore, what is Eastman's potential future market share with Cedroz given their current share and their ability to take up market share with other products are withdraw or restricted? Anyone know?

The Company has plenty of cash, £1.4 million to be precise and this is before the 2017 royalty payment due from Eastman as RNS'd. With a cash burn of circa £1 million per annum, there is no rush. There will be income due on sales from Italy, Spain, Greece and Kenya. Furthermore, should they raise cash through a future placing, I would imagine it would be to escalate the business and thus drive revenue, not to provide working capital for the current status. It is likely that Shore Capital will issue a new broker note soon. After signing such a big deal with Eastman Chemicals, what is that likely to say to the positive following their paper in late 2015?! Eden looks in good shape to me and 11.5p looks very cheap moving forward.