Member Info for 2017andonwards

https://mobile.twitter.com/edenresearch

Youngsters should be Tonypeters. That's what happens when you use your mobile phone I'm afraid!

Jason2, I agree Youngsters, I have no idea who Jason2 is, regardless of "coincidence". I agree that sectors differs which I did state in my post, however, in my opinion, financial assessment doesn't.

A couple of typo's on that last post, so apologies for being careless. The last paragraph was incomplete due to available characters. It should have read "Given that and accepting it is two different business sectors, my own personal view being that Eden's sector has the positive advantage, a like market cap would see Eden's share price today at £1.59 (330 million MCAP/207 million shares in issue)

A friend of mine is invested in Sound Energy. Oil and gas pricing is in the doldrums with no real forward visibility on the same, assets are being sold, investment is way down, lending to fund such projects is down. Set up costs post regulation approvals is high, explorations costs and risk are very high and frequently at the expense of the retail investor and decommissioning costs at the end of the project are high as well. All of that said, Sound Energy multiplied 6 times in just 3-4 months in 2016, based on oil and gas finds, with income of less than £1 million for 2016 and no gas field or oilfield yet up and producing. It is only the story and the progression towards production that has enabled that price rise, plus the CEO's constant communication to PI's (some may say reassurance, support and education). 55%+ of their shareholder register is Retail, their expenses are massive in comparison to Eden, as it their debt, they are not as close to revenue and profit as Eden, more exposed to commodity prices, unlike Eden. I believe they have an MCAP of around £330 million+ and we all understand the cost and timeline of bring oilfields and gas fields to production. Oil and Gas is also an overcrowded market, unlike bio pesticides and Eden has built-in patent protection. It is clear from reading the forums, the Company's website and the Investor section that expectation is clear. Undoubtedly, this keeps investors invested. I also note from their website they were awarded "Best AIM Company 2016" www.soundenergyplc.com Eden by comparison, has no debt, cash on hand, is regulation approved, is patent approved, has commercial contracts with global majors, will deliver a bigger revenue this year than Sound Energy's £800,000, will post a profit if it so chooses from revenues received and relatively fixed outgoings. It is in a forward moving market, namely biocontrols, is on message and politically correct, has regulation on its side with the clamp down on chemical based pesticides and others and arguably a sector that sells on greater P/E ratios than Oil and Gas. It has no high set up costs from here, it has no end of year life (decommissioning) costs either. Finally, Eden is to some further degree, more de-risked for its retail investors now that an industry player, SIPCAM, has taken a 9.9% strategic stake in Eden and will be appointing someone to the BoD, all for the purpose of collaborating together for new products and to also protect their existing patented products by blending their active ingredients with Eden's natural active ingredients. Sipcam is in this for an exclusive licence on Eden's products, creating new products, exploring the use of Sustaine, Eden's technology AND for the increase in the MCAP of EDEN from which they will benefit Given that and accepting it is two different business sectors, my own personal view being that Eden's sector has the positive advantage, a like market cap would s

So what was interesting in the original report was Turkey. Here is a further clarification of the same http://www.worldatlas.com/articles/top-grape-growing-countries.html. They don't appear to be a big importer or exporter of wine and they don't appear to drink much wine as a country. Thus they are a table grape producer. Will Sipcam obtain right's for Turkey and what about big old China? With France Italy and Spain tied up, these two countries and the USA have to be the main focus now

http://www.edenresearch.co.uk/archives/presentation/Eden_AGM_2017.pdf

wanglii I don't think the focus here is for Sauternes, do you! The overall wine market outside of Sauternes is much bigger. Sipcam and Sumi-Agro are selling 3AEY to the three main countries, namely Italy, France and Spain. The following report should help you focus on the size of the prize http://www.oiv.int/public/medias/4710/oiv-noteconjmars2016-en.pdf

It was explained at Friday's AGM that with a traditional pesticide being applied say two weeks before harvest, should botrytis set in post spray then regulations do not support treatment again so close to harvest, due to Maximum Residue Levels. However, with Eden's 3AEY being exempt from Maximum Residue Levels and therefore chemical trace 3AEY can be applied again. As Botrytis, even at this late stage can spread like wild fire and wipe out a crop in its entirety, then 3AEY offers possibly the best insurance for farmers and growers to protect their crop, maximise their yield and maximise their financial returns. What farmer/grower would not want that security of income!!!!!

This is not high on Eden's agenda at the moment as confirmed in response to a question at last Friday's AGM. they are focusing on high volume crop issues such as we have with grapes

This is not high on Eden's agenda at the moment as confirmed in response to a question at last Friday's AGM. they are focusing on high volume crop issues such as we have with grapes

"Certainty of obtaining productions"!!! Not how we would say in in traditional English, but that is the money shot, right there!

Translation?

Good find Syngenta, £200+ million and Bayer £200 million. What a business opportunity sat in front of Eden. Also, what a takeover target we are. Interesting times, great opportunities for Eden, but takeover threats too!

I can't see how to translate the PDF into English

I thought I had already posted this morning, but here goes again. The FY end results are as expected and as highlighted in the year-end update RNS from December 2016. The Company did confirm in today's RNS, sale of product directly to Sumi-Agro France. One assumes the same for Sipcam Italia and Iberia will be forthcoming or has already happened. Volumes and values would be beneficial, but perhaps they need to receive the cash before they can tell us the same. Then again, maybe they just won't add to it. There is no way that past performance can be measured against 2017 and onwards. We have the first full year of sales occurring in 2017. We have a different sales, revenue and margin model as already RNS'd and exampled at last years AGM. What we will be able to do is rightly compare 2017 against future years. Major global firms are contracted to Eden and others as highlighted today soon will be. However you look at it, the future income of Eden, revenue, profit and share price is at its lowest now and will only climb. Global deals would indicate that these will all climb substantially. Eden fails dramatically in one area and that is shareholder communication. Today's picture of a lorry with product, as tweeted, hardly goes to explain the significance of the shipment, does it. Once they educate all of us and the share price rises to allow institutional investors to come aboard based on MCAP investment criteria, they can pay less attention to us and more to institutions. Until that day, they need to focus on private shareholders if they want to see fair value in our their (and our) company.

Thank you, that's very kind

Theanalyzer, I disagree. Understanding the potential of a company encourages share purchase and this drives a share price. Granted, on occasion, share prices in this circumstance can get ahead of themselves. Thereafter, profits and free cashflow will truly drive the price. To say Eden has not performed on either is disingenuous. Eden really only went commercial last year and for a part of that year. This will be their first full year of sales and as you know, on a more profitable direct sales model as opposed to last year's royalty system. You should save the comments of your post @01:52 until 31/12/2017. You may then ( but I expect not) have a relevant argument to discuss

In my opinion, the problem is Simon is that it is isolated news, not in context and not part of an overall newsflow. As such, some investors assume that will be it for a while and sell some or cash up. There is no anchor point on which to assume anything else. A continuous newsflow integrated with operational RNS's about commercial success and progress would surely stabilise the share price, keep people invested and interested and allow the share price to grow in value each time with increased and renewed investor confidence as well as a basis to do so from the obligatory RNS's delivered. The whole development of the share price in a private investor backed company (which Eden primarily is) is all about confidence and reassurance, delivered through education. This has little to do with obligatory RNS's under the Exchange's rules, but these RNS's when delivered will fuel the price in a relevant way. Simple!!

Assuming this is to be a valuable insight in both time and content, then what a shame Eden hasn't notified the market via RNS Reach which is a promotional RNS and would reach far more people than those currently following Eden on Twitter. RNS Reach is around £175 cost Eden's twitter account has no traction at all given how long it has been in service. Poor execution of Investor Communications. Nonetheless, let us hope it is a strong insight.