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Paolo,
Can I suggest that global Mevalone distribution which is effectively what has been announced today will be significantly bigger than UK head lice treatment from Terpene Tech. I think US head lice approval and a distribution partner is yet to come.
Countries by grape production
https://en.m.wikipedia.org/wiki/List_of_countries_by_grape_production
Italy and France combined produce less than China!
Eden now targeting countries with 66% of world grape production!!!
In no particular order
1) USA distributor for Mevalone
2) Toll manufacturing in ...Brazil
3) Possible update from Eden/Eastman on Cedroz
4) Sipcam new territories
5) Sipcam licence extensions
6) Sipcam/Eden new pipeline products
7) Sipcam success on encapsulation of up to 21 of their own current commercial pesticides
8) Sipcam co-encapsulation of their own pesticides with Eden's active ingredients
9) Milestone and other payments from Sipcam
10) Bayer launch of 4 animal health products in the USA
11) European distributor for Eden/TT's head lice product
12) UK launch date for Eden/TT's head lice product
13) TT launch of Deodorant
14) Update by Eden of TT developed products using Eden's Sustaine technology
15) Possible European distributor for 4 animal health care products in Europe
16) Sipcam potential appointee to the board of Eden
17) Chairman's purchase of Eden shares as indicated at the June 2018 AGM
18) Eden update on patents
19) End of year sales indication (late December if as before)
MOST, but not all of this is due before 31/12/2018 as previously RNS'd and mentioned at this year's AGM
Also, I suspect and as discussed at the AGM, a valuation on the Company (Edison, Hardman, ANO)
My understanding is yes and for the 2018 accounts.
£2.62 million as at the interims http://otp.investis.com/clients/uk/eden_research/rns/regulatory-story.aspx?cid=2240&newsid=1191646 And growing!!
Read on advfn. There is a lot more content on that BB on two different threads.
For me what is key in the presentation is
Slide 9, Business Line Diversification
TT: International product launches and Bayer Animal Health commercial launches supported on slide 10 with "Collaborative developments and commercialisation with all partners remains on-track with no significant changes to timelines expected".
They have emphasised in bold and so we know that both TT and Bayer commercial launch RNS's are coming before December 31st 2018, this next 12 weeks.
Slide 14, they finish with a picture of a dog, so another silent message for me unless it's like strawberries in the annual accounts which we have no traction on.
We know from yesterday's RNS that the TT announcement is likely just 2 weeks away http://www.edenresearch.com/~/media/Files/E/Eden-Research/press-releases/2018/2018-interim-results-v1.pdf.
Eden will surely RNS that Sipcam has taken up their product distribution options and hopefully a biggee with co-encapsulation success.
With a bit of luck, we could see the share price multiplying many times in the next 12 weeks.
Ash, It is certainly time shareholders reaped real benefit. There are numerous Eden reference points to justify this and Eden will be well aware of them. You can't praise the achievements of your publicly listed company without delivering the matching value achievement for its shareholders. That's not the way it works.
Bar the interims, I doubt it
Whenever their is a purchase, there is nearly always a small sale to contain the price. Strange!
Dupont - Clean Label
hxxps://www.foodbusinessnews.net/articles/12425-dupont-nutrition-health-creates-clean-label-hub
Paolo111
From the Sipcam 2017 RNS
"Grants Sipcam the right to evaluate a number of Sipcam-Oxon Group's active substances encapsulated using Eden's Sustaine microencapsulation technology. This includes combinations with Eden's own active ingredients."
So if Sipcam has successfully co-encapsulated, this will be an Eden first. What will be the value of that Eden/Sipcam business going forward on the basis that the trials as I recall are with Sipcam commercial products, in other words, those that are already selling.
More importantly, if Sipcam has co-encapsulated, how easy is that to replicate for other companies with other agro-chemical products? If Sipcam has mastered this and it becomes easy to do, then putting a value on Eden should be easier.
It is generally understood to take 10 years and north of $200 million to develop a new product. Add in lost sales of no product and the value rises.
How many companies would then come to Eden/Sipcam to have their products co-encapsulated for the purpose of
1) Controlled release with greater effectiveness from Sustaine
2) Keeping existing products on patent in this anti-chemical environment whereby Eden helps to reduce toxicity with its own natural active ingredients
3) Delivering new products to market with controlled release through Sustaine
I know some who would argue that if this were so/is to be so, then even £600 million, £3 a share, ludicrous though that may sound today, would still be good value for Eden's tech and the solution it would help deliver, worldwide across a number of agro-chemical products and markets.
" He could do no end of good"
Why doesn't this site let you edit your posts? Really annoying.
cuppat,
He did and in the interims he said we are at an inflexion point.
I thought he was a man of corporate pedigree and an honourable man on a personal level. Granted, a few hours at the AGM is a small window to know and understand someone, but I will stick with that view.
We are due plenty of news and I just hope that his being at Eden is delivering quicker dividends in bringing home the Bayer deal. He should be able to contribute some influence in this specific deal and so I would expect him to be engaged with Bayer alongside Sean and Alex.
That aside, I would also hope that he is having a measurable influence with our Sipcam dealings, TT (god knows that is needed) and any strategic decisions that are about to be made. It is easy to see this coming into play with Bayer and Sipcam because each could be company changing.
I would like to see him investor facing and I think he could do end of good in this respect.
Good question. Who knows. We don't hear anything.
sain@vision
I'll jump in although I expect I'll aggravate TonyPeters.
I haven't seen any updates and we won't get any until the interims are published which I guess will be September. People say it's August and all is quiet as people go away. Well I get that if your target audience is institutions, but given Eden has had these sorts of introductions from Powerscourt with analysts and more, nothing has come through as yet in terms of share price buying.
Private investors may go on holiday, but they do not shut down for the summer. An RNS, a communication, a video series is immediately available at the tip of their fingers via their smartphone. They are ready to receive and ready to act with a share purchase if the message delivered inspires such action.
A friend of mine, a private investors with reasonable pockets and acquaintances has sold down their Eden holding to zero. Too many false starts they said. I think that is easily understood as a reason and easily understood as an action.
Eden, what is the size of the prize and why are Eden not communicating the size of the prize? Shore Capital as we see is a total dead duck in this respect.
Eastman is going live in 29 countries. Will they deliver sales of 1,2 3 million a year, per country or maybe more. Annualise that, take Eden's share and take out some relatively small costs for Eden and start to calculate a P/E based on that alone. Project three years. Isn't this Shore Capital's job? If they won't support Eden in this way then get a broker who will.
Eden will soon deliver Bayer and TT (they said so), Mevalone US distributor (they said so) and something more with Sipcam around all of the options in place.
Is it reasonable for Eden to finally avoid more false starts and start making these announcements via RNS during the next 8 weeks?
If they do (I'm assuming that would equate to the comment 'in short order') then Eden should step forward from under their blanket and tell their potential investment audience what is the size of the prize across these known products and markets. That will elicit a number to which others can apply a P/E ratio and that will induce serious buying in a languishing and depressing sub 12pence share price.
Eden needs to tell everyone, backed by patents in place for products that do work, what is the size of the prize!
sain@vision
I anticipate a trading update soon for the first 6 months of this year. This was discussed at the AGM. However, if conditions now favour Botrytis and this is generating further sales of Mevalone then this will be H2 sales and will not be reported on or commented on until the end of year trading update, due Early January 2019.
I'd like to see Eden break rank and maybe report each quarter via trading update, especially with a seasonal and weather affected product. However, this has not been done to-date and therefore I don't anticipate it changing.
But, you/we won't know if that is so until an early January 2019 trading update so it has no immediate bearing on trading sentiment and share price
I know AttyG and it is a fair summation. I have been invested in Eden for 18 months, but have followed Eden since late 2014.
I truly believe they are now on the cusp (weeks and imminent months) of delivering some game changing commercial contracts. As a result I feel the industry sector(s) in which they trade/will trade will take closer scrutiny of Eden.
I hope that Eden takes the time to plan and communicate the relevance of these transactions outside the RNS channel to ensure the investor community gets it and therefore frees up the current illiquidity to allow the share price to transform which I expect it to do.
The Eden BoD realise the share price is way under-valued.
Getting a valuation on the business was discussed
Co-encapsulation will transform the Company (Sipcam?)
They understand it is a difficult subject to understand (Sean Smith, comments at the panel discussion of technology in the agri-chemical sector) and I believe they will improve and build upon this
The Chairman will buy shares as AttyG said
The Chairman, his background and his ability to help Eden is all very impressive. He should definitely be front and central in any engagement in the City, as he should be rolled out in any communication to us other investors at large. I believe people will buy him, so that bodes well for the share price.