PAZ Pharma Zen

[Sideshow Bob]

Yes, thanks. I would have missed it.

Updated USX website is a bit of a dog, but if you register you can get email notifications of announcements.

There isn't a heap of announcements so not too bad sorting wheat from the chaff.....

[whatsup]

The best ann that we could have hoped for under the circumstances , upwards from here after the Covid hold up and installation issues, well done management.

[Sideshow Bob]

By my (Thursday arvo) maths, if Q3 earnings are annualised, then PE ratio is a shade over 10 at the last price of $0.20?

Although some did go through on Monday, not much trading at $0.20 and not enough to really entice much from holders.

Good improvement but one swallow doesn't maketh a summer either....

[percy]

Black Friday Sale Starts Now


The sale you've been waiting for! Shop 30% off all single products and essential packs.

No discount code needed.

Go to www.aioranz.com

[iceman]

Good to see a sale going through at 30c today and a bit of further support at that level.

[percy]

Bit of interest in PAZ..
BIDS
Quantity Price MPID
58,000 0.3000
5,000 0.3200
25,000 0.3100
100,000 0.2500
OFFERS
Quantity Price MPID
18,000 0.4000
20,000 0.4200

[whatsup]

Bit of interest in PAZ..
BIDS
Quantity Price MPID
58,000 0.3000
5,000 0.3200
25,000 0.3100
100,000 0.2500
OFFERS
Quantity Price MPID
18,000 0.4000
20,000 0.4200

Yeh, 60,000 sales @ circa.30 today.

[Sideshow Bob]

https://prod-trade.usx.co.nz/api/file/65838c181507a31d3f92689f.pdf

As indicated at the release of our Q3 result, we are pleased to provide an update on the performanceof the company for the current quarter.

The trading improvements seen in Q2 and Q3 continue into Q4 for which we are forecasting anotherpleasing result.

We are not forecasting Q4 to hit the same underlying EBITDA that we achieved inQ3 given the shorter trading month in December and year end cut-off issues, but we are stillexpecting to show a very favourable result for the quarter.

The Board wishes to thank all our shareholders and staff for their support over the year and arelooking forward to continued growth and opportunities into 2024 and beyond.Wishing everyone safe and happy holiday season.

[whatsup]

https://prod-trade.usx.co.nz/api/file/65838c181507a31d3f92689f.pdf

as indicated at the release of our q3 result, we are pleased to provide an update on the performanceof the company for the current quarter.

The trading improvements seen in q2 and q3 continue into q4 for which we are forecasting anotherpleasing result.

We are not forecasting q4 to hit the same underlying ebitda that we achieved inq3 given the shorter trading month in december and year end cut-off issues, but we are stillexpecting to show a very favourable result for the quarter.

The board wishes to thank all our shareholders and staff for their support over the year and arelooking forward to continued growth and opportunities into 2024 and beyond.wishing everyone safe and happy holiday season.

nice ,nice< nice.

[winner69]

nice ,nice< nice.

Definitely going back to $1

Better news through out next year ….and beyond

[Bluebell]

Definitely going back to $1

Better news through out next year ….and beyond

.
How could you derive that that from such a vague report - it completely lacks any substance. The Chairman should be ashamed of himself. Veiled reports are becoming very regular with this outfit

[iceman]

.
How could you derive that that from such a vague report - it completely lacks any substance. The Chairman should be ashamed of himself. Veiled reports are becoming very regular with this outfit
I agree about the lack of substance. I find this so called update disappointing. It tells us absolutely nothing. Very poor reporting from this company and in fact from the USX listed companies in general.

[Baa_Baa]

I agree. I find this so called update disappointing. It tells us absolutely nothing. Very poor reporting from this company and in fact from the USX listed companies in general.

It's to be expected though, with low reporting standards and accountability on the USX, we shouldn't be raising our expectations imo, as we will only be disappointed as a result. Not to mention poor liquidity, that's the rub imo, combined with what we don't know what we don't know (because they don't tell us), and a 'market' that has extraordinarily low volumes and wide spreads, anything can happen.

I guess that we would only take a position in a USX stock if we have a very high conviction that in time it will do very well. There is no reason for any of them to convert to the NZX unless they want to raise capital. And being a small minority shareholder, we can only expect to be treated with contempt, disdain, and kept in a state of ignorance of what's really going on for the majors.

An annoyance even, those bloody minors who think they're going to make a fortune from us! We don't answer to them!!

[winner69]

Hey guys ….it was only Christmas greetings and like a lot of Christmas messages included a bit about hey we doing well and all OK and looking forward to a Happy and Prosperous New Year

Nice of them to do that …I’ve sent off a email saying thanks and wishing them a happy Christmas etc.

[DarkHorse]

Has anyone made any guesstimates for future earnings you'd like to share? Thanks and merry Christmas :)

[iceman]

Has anyone made any guesstimates for future earnings you'd like to share? Thanks and merry Christmas :)

Totally impossible to guess the future on this one. We have a confirmed EBIDTA of $ 2.26M for the 9 months. I'm guessing we'll end up with an EBIDTA of around $ 3.5M for the year.
Last year we had $ 3.75M and a $ 1.1M NPAT.
Who knows what NPAT or EPS we are on this year but my absolute guesstimate is probably still only at something like 1.5c EPS. No good.

But we have now had 3 quarters of good sales and decent EBIDTA, even though they say the EBIDTA in Q3 is down from Q2. But we seem to be steadying up on quarterly sales of around $ 7.5 -8.5M and EBIDTA of $ 1.5-1.9M.

That is a good steadying of the business past COVID. I am pleased with that as I am sure much of the SH that stuck with the company are. Now I want to see what the plan is to grow the business with a quick & significant boost to the bottom line.

I can't wait to see Rolleston starting to produce good volumes because I think it will be a game changer !

EPS of 4.5C minimum for FY2026 and growing fast.

Talk about pulling numbers out of a hat :-) :-)

[DarkHorse]

Totally impossible to guess the future on this one. We have a confirmed EBIDTA of $ 2.26M for the 9 months. I'm guessing we'll end up with an EBIDTA of around $ 3.5M for the year.
Last year we had $ 3.75M and a $ 1.1M NPAT.
Who knows what NPAT or EPS we are on this year but my absolute guesstimate is probably still only at something like 1.5c EPS. No good.

But we have now had 3 quarters of good sales and decent EBIDTA, even though they say the EBIDTA in Q3 is down from Q2. But we seem to be steadying up on quarterly sales of around $ 7.5 -8.5M and EBIDTA of $ 1.5-1.9M.

That is a good steadying of the business past COVID. I am pleased with that as I am sure much of the SH that stuck with the company are. Now I want to see what the plan is to grow the business with a quick & significant boost to the bottom line.

I can't wait to see Rolleston starting to produce good volumes because I think it will be a game changer !

EPS of 4.5C minimum for FY2026 and growing fast.

Talk about pulling numbers out of a hat :-) :-)

Cheers Iceman, appreciate your thoughts.

[Sideshow Bob]

If they made $3.5m EBIT this year, then that would mean PE of around 32.

Still priced for growth.....more runs needed.

[Joshuatree]

Hard to know if momentum has stalled or what.
Anyone else find the new Unlisted platform clunky,I can't even open announcements

[blackcap]

Hard to know if momentum has stalled or what.
Anyone else find the new Unlisted platform clunky,I can't even open announcements

Unlisted platform is horrible. For starters you need to be signed in. That's already an impediment. Then trying to find the right info is terrible. I didn't like their old platform but it was a hell of a lot better than this monstrosity they have now.

[whatsup]

.05 out of 10 IMHO !!!

[percy]

Unlisted platform is horrible. For starters you need to be signed in. That's already an impediment. Then trying to find the right info is terrible. I didn't like their old platform but it was a hell of a lot better than this monstrosity they have now.

I am having a bit of a laugh.
I will often go to USX site two or three times a day.Get cheesed off having to type in my password each time.
Then I remembered when I followed the UK market in the late 1980s and early 90s.
Had to drive into town.Find a park.Then go up to the 3rd floor of ChCh library to the newspapers section.Then find a FT and then look at the market prices.
All up about an hour.
USX is a good bit quicker...lol.

[Sideshow Bob]

I am having a bit of a laugh.
I will often go to USX site two or three times a day.Get cheesed off having to type in my password each time.
Then I remembered when I followed the UK market in the late 1980s and early 90s.
Had to drive into town.Find a park.Then go up to the 3rd floor of ChCh library to the newspapers section.Then find a FT and then look at the market prices.
All up about an hour.
USX is a good bit quicker...lol.

Haha that's brilliant!! :)

Not quite teletext......

But USX go to the trouble of building a new platform, and what they do with that time, effort and money is build is a complete dog, at least for the general public.

[percy]

Good new board appointment.
https://prod-trade.usx.co.nz/api/file/65cbd3787b7189fb73e9d870.pdf

[Sideshow Bob]

Good new board appointment.
https://prod-trade.usx.co.nz/api/file/65cbd3787b7189fb73e9d870.pdf

Emailed out to shareholders an hour ago - not yet on the USX website......

[winner69]

Is there ever a bad Board appointment

[percy]

Is there ever a bad Board appointment

Ask a PGW shareholder...lol

[whatsup]

Percy, when is the next financial ann due and what are u expecting from PAZ ?

[percy]

Percy, when is the next financial ann due and what are u expecting from PAZ ?

Result is overdue.
I am expecting a modest profit.
All production is still only coming from Port Hills site.
Rolleston still not in production.
What I will be looking for is a firm date production will be starting at Rolleston,and where they will be concentrating their efforts,ie extraction or freeze drying.
The outlook statement at their agm should give us some guidance to base projections on.AGM is usually held in May.

[Joshuatree]

Thanks percy for that.

[iceman]

We didn't get the Annual Report until 15 May last year !

[Sideshow Bob]

PAZ shareholders certainly are a patient lot.....

About 43,000 shares traded this year out of 253 million on issue. :sleep: