Member Info for 2017andonwards

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.

Sain@vision. I assume you were not in attendance at the AGM. Had you been, I suspect your view might be somewhat different and to the positive. If you have the inclination, please go to ADVFN where I hope you will find some good feedback from multiple attendees.

If anyone is interested https://www.youtube.com/watch?v=hpCAHoJNIPs

Sumi-Agro starts a newsletter focused on Botrytis and Mevalone appears right up front https://twitter.com/SumiAgroFrance

For shareholders, it's a nothing RNS. It means nothing now, has no bearing on our prosperity now and is way in the future. In fact, that RNS may have more bearing for future investors (and obviously some who will still be here). It's more admin update than anything else and there is no inclusion of Terpene Tech given the heading of the RNS. More RNS's will follow in the coming days. Let us hope they are more impactful, rewarding and meaningful thatn this one.

https://www.facebook.com/pesticideactionnetwork/videos/1806939222686412/

https://agribusinessintelligence.informa.com/landing-page/crop-protection-new-technologies-panel-discussion Eden, Bayer and Syngenta. VERY interesting and Sean contributes very well.

Indeed ash, in fact when Eden retweets such things, given they are the source of the solution, why do they not make added comment themselves?

Ash said "We are reading more and more about the impact of things on the environment but it still does f. all for the SP." I think the reasons for that are simple 1) Eden is not feeding into that noise around the environment to offer any counter where they have one and Powerscourt appear not to be offering anything up either. The environment may be impacted, but so few investors know what Eden can do about it. This is where Powerscourt should be engaging with the likes of Carey Gillam, the Guardian newspaper and more and both introducing Eden and educating the journalists in order to gain traction and both column and digital coverage. 2) Eden has no Investor communications plan. Without the same they cannot expect to build understanding, knowledge and engagement with the share price. We know this because the trend says so. We know this because when companies, Eden included to ad hoc work as recently the outcome is always the same. A small flurry of interest and activity followed by a rising share price and then some profit taking because people know there is no more to follow and as such, no upward momentum in the share price 3) Eden fails to qualify the success of the product (as we are right now) that addresses one of these environmental issues. So, what effect has Mevalone had against conventional pesticides and how has that affected demand for Mevalone this year (2018) by the buying community, namely, farmers 4) And finally, qualification and detail around the product application extensions and value of the same around Mevalone. Eden currently has one commercial product, Mevalone and we do not know the success of this product at all. If Eden would just address these four areas now, I feel confident that the share price could double quite easily. The do however, have to understand the nature and delivery of the same so that they create appeal and appetite for the Company and its prevailing share price.

https://twitter.com/careygillam

I agree ash. People always talk about managing expectations, but here, at present, we are left to guess or sometimes worry. Silence is never golden where share prices are concerned. More and continuous updates would be justifiable and also needed for the health of the share price AND share register.

cuppat No problem ash I think they will be more than aware of the list and I imagine they or their representatives have read these posts. Terpene Tech and Bayer are way overdue so you wonder what is holding these two up. Regulation? Lawyers? Terms? Sipcam and the US Mevalone distributor are not overdue, but one might reasonably assume they are now (ish) due from recent commentary. I think to be fair, on my wishlist of 1-9, with the exception of inroads into China, point 2, they could update us on all of those points. That would not be unreasonable for the investor community to expect. Point 4, adding a Sipcam member to our BoD may be more relevant or appropriate when they a) announce the encapsulation arrangement or b) update us on how that collaboration/relationship with Sipcam is progressing. Either way there is a whole array of things to communicate which could boost enthusiasm for the shares and thus the share price.

Should have read below " This is a biggee for me for Eden tech" Should Eden deliver those RNS's as they have publicly indicated and they pre-plan their communications properly, so timing pre and post each announcement, delivery partners, delivery channels and content then hopefully, the share price flies. A bit of guidance on value (opinion) added to the mix would do no harm.

Cuppat, Yes we were. Quite a lot of important news. 1) Bayer commercial contract for 4 animal healthcare products across the USA 2) Terpene Tech, 2 products for, I think, the USA and Europe 3) Confirmation of US partner/distributor for Mevalone 4) Announcement in regards to Sipcam and encapsulation of 20 of their active ingredients already on sale (this is a bigger for me for Eden tech!) These are the 4 main imminent announcements as I personally understand them. Equally, we/I could hope for 1) Director share purchases 2) Any inroads into China/Asia 3) Update on Eastman and progression with registrations, expected first product sales date 4) Any intention of Sipcam to add someone to the BoD and for what purpose 5) A communique from the Chairman who has been very quiet for 5 months since his inception 6) An insight into the product sales thus far of Mevalone this year and the you uplift together with user commentary 7) Update on overall Sipcam collaboration and more specifics on this relationship and how it has and will develop 8) Some commentary on current and future Investor communication to understand how Eden intends to complement operational activities to align the share price 9 Opinion from management on the value of the business, as is and what leads them to that opinion ( backed up where possible)

Wkevjw, I think they just need to pay more attention to it. If you have a fair share price you have a happy customer (shareholders) and less complaints taking less of your (management's) time. Some things are imminent. But sales are only declared by Eden each 6 months in the financials. They need to fill the time gaps to instill continued confidence, understanding and awareness of progress. The alternative is to hope for a big spike one day and we all know where that will end and it won't be happy.

Wkevjw That video is now 8 weeks old tomorrow. Eden must have a whole bunch of news to come, but these periods of 'nothing' are not helpful. The share price always reflects the same because people being people, they lose interest. Some sell, the price dips and therefore the shot in the arm you gave with the video gets lost and the value spent has no purpose. One could argue that had they done nothing, the price would be the same today. It's frustrating to me and I suspect (and in some instances know) that those who have been invested for a while and understand the story feel the same. If you are invested here for a quick gain, you just made it. If you are invested here for big returns, then the share price is not building at all, gaining any momentum or traction. The gap between operational success and share price success has to close; I'm just not too sure how they will do that.

Finally

cuppat, Why would Eden need another placing? The Company has stated their cash position and burn which gives them ample funds for a couple of years. They have also said they have forward orders for Mevalone so much cash being injected plus whatever else is ordered across Europe this year. Then you have milestone payments too and this excludes Bayer's contribution this year which the Company has said will happen. Do Sipcam want another Strategic partner alongside them and Eden? I'd guess no as it would be getting a bit crowded. So rather than dilute shareholders I imagine Sipcam would inject a loan into Eden IF cash was needed. This doesn't increase their exposure if that is what they prefer and it doesn't dilute us. In any event, Eden has illustrated that they have enough cash. We can add to this further which will likely have a positive effect on cash. The Chairman has stated we are at an inflexion point (clearly e meant a positive one) and there must be activity due to reflect that statement, An example will be the appointment of a US agent for Mevalone which also will likely bring milestone payments. With Sipcam, Eden is very far advanced on the commercial encapsulation of 20 active ingredients which Sipcam have on sale. If I understand this correctly this will be a significant happening in Eden's development. The commercial delivery on non-Eden solutions wrapped up in Eden's technology. This should open the floodgates for Eden tech to be commercialised with a whole array of products, maybe agro-chemical to start with. The above signals to me 1) A likely significant financial transaction to relate to that situation 2) A possible positive review of the Eden/Sipcam relationship 3) The possibility of other agro-chemical companies sniffing around Eden for either A) Encapsulation of their active ingredients in Eden tech (Sustaine) B) Dependent on how easy it has become to wrap other ingredients in Sustaine (time, money, results) possible interest in taking a large stake in Eden (in the open market as with the rest of us) OR making an offer for the Company When that RNS comes re the Sipcam 20 active ingredients, the share price should get very excited. Sean Smith, CEO, said it is very far advanced. I take that to mean that that announcement could come any time very soon! All of this indicates to me no placing and no cash needed by Eden.