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01-05-2024, 04:18 PM
#21261
Member
Originally Posted by jonu
It was due to them mentioning the word "material", however they didn't consider it price sensitive. I suspect they then released to the exchange to cover their behind. Why sunnysleeper11 inferred it was removed is perhaps best explained by them.
Anyoldwho, the market has viewed the AUA news and Strata research favourably.
Thanks, I thought it was some secret email that indicated that there would be a favorable Novitas decision. Yes anywho, just a matter of waiting and seeing. I think alot of the investment houses in NZ have this graded as uninvestiable like Jarden and will be playing catch up if there is a favorable Novitas decision.
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03-05-2024, 11:26 AM
#21262
PEB has wind in its sails again this morning.
The AUA conference just happens to be kicking off.
Discl: Holding
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03-05-2024, 12:55 PM
#21263
Originally Posted by jonu
PEB has wind in its sails again this morning.
The AUA conference just happens to be kicking off.
Kick off is 10:40 on 3 May CDT, that's 17 hours behind NZT. The big deal is the STRATA study, the results of which are hidden until then and available on this link after that time.
Fingers crossed it's as pivotal to PEB as it's reported as being. Needs to be enough to overturn Novitas' desire not to fund CXB.
Disc: Also holding
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03-05-2024, 01:19 PM
#21264
Member
Originally Posted by 850man
Kick off is 10:40 on 3 May CDT, that's 17 hours behind NZT. The big deal is the STRATA study, the results of which are hidden until then and available on this link after that time.
Fingers crossed it's as pivotal to PEB as it's reported as being. Needs to be enough to overturn Novitas' desire not to fund CXB.
Disc: Also holding
It would be very interesting to hear the dialogue of the Q&A session which should follow the presentation. It is a podium presentation but I could not see that it was at a plenary session which would be a huge coup.
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03-05-2024, 03:51 PM
#21265
Originally Posted by Retired Doc
It would be very interesting to hear the dialogue of the Q&A session which should follow the presentation. It is a podium presentation but I could not see that it was at a plenary session which would be a huge coup.
To save you doing the calculation it will be presented at 3:40am NZST tomorrow, Saturday. May the fourth be with PEB!
I'm keen to know the results of the research but don't think I'll be getting up that early to find out.
"Don't be afraid to take a big step if one is indicated. You can't cross a chasm in two small jumps." David Lloyd George
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03-05-2024, 07:59 PM
#21266
Junior Member
All I need is the share price to increase by a multiple of 14 and I’m in the money.
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03-05-2024, 09:00 PM
#21267
Originally Posted by hey_homes
All I need is the share price to increase by a multiple of 14 and I’m in the money.
Sadly, you may have to wait a while after tomorrow's release for that to occur.
"Don't be afraid to take a big step if one is indicated. You can't cross a chasm in two small jumps." David Lloyd George
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04-05-2024, 08:30 AM
#21268
Originally Posted by pierre
To save you doing the calculation it will be presented at 3:40am NZST tomorrow, Saturday. May the fourth be with PEB!
I'm keen to know the results of the research but don't think I'll be getting up that early to find out.
What came of it …was the fourth with PEB
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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04-05-2024, 09:21 AM
#21269
Originally Posted by winner69
What came of it …was the fourth with PEB
The study and commentary is now up on tha AUA Journal link provided earlier by 850man. Still reading it.
https://www.auajournals.org/doi/10.1...e-8130cf1ff664
It appears you can read the study results, but to read the AUA editorial content you need to stump up with $39USD or be an AUA member.
Last edited by jonu; 04-05-2024 at 09:27 AM.
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04-05-2024, 10:14 AM
#21270
Originally Posted by winner69
What came of it …was the fourth with PEB
It contains a lot of technical jargon that's well above my pay grade but it does read very positively.
Here's the final paragraph:
Oops - just noted that all the content is copyright and cannot be published anywhere without consent. Have to delete this - sorry.
You can read the report online though at:
https://www.auajournals.org/doi/10.1...e-8130cf1ff664
Is it enough to sway the bureaucrats at Novitas? We will just have to wait and see
Last edited by pierre; 04-05-2024 at 10:47 AM.
"Don't be afraid to take a big step if one is indicated. You can't cross a chasm in two small jumps." David Lloyd George
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