http://jobs.newscientist.com/en-gb/j...nical-manager/
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We get such little news out of PEB directly that we investors seem to cling to you tube and job advertisements for hints of what PEB are doing out there in the world.
I genuinely hope this becomes a matter of discussion at the AGM on the 22nd August.
Don't get me wrong, PEB are a fantastic company with even greater potential and I’m well invested, but it is like trying to see inside a rock at times ?
I see them as in a dedicated sales drive mode at the moment, so I say leave them to it. Material announcements seem to always come out on time so I aren't concerned about lack of news right now. I will be concerned if there are no sales announcements by the end of say next month though!
I think you're right Bobbles we must be patient, recognise also that the information void is not all PEB's doing.
Those of us that like to research don't find much about cxbladder progress or penetration on industry (urologist) forums, so there is generally less information out there to routinely assess risk then there may be for many other NZX companies.
Ongoing risk assessment being compounded a little also by PEB advising they have a sales target but not announcing that target.
I fully understand the reasons why it has not been practical for PEB to provide FY13 numerical guidance, but there should not be the same reasons for withholding FY14 guidance, perhaps at the AGM.
I would be very suprised if the company announced any sales figures outside of the annual or interim results. They won't want to give the competition any more information than they have to.
I see one of the resolutions at the AGM is to increase the Directors fees from $120,000 to $172,000. Given the progress over the last couple of years I think it's a reasonable call. Hopefully it's a sign that the Directors are confident that things are on track.
Gee, looking at the depth...nearly 800k selling and only 48k buying. Seems everyone is waiting for the AGM and sales data. Hope the price doesn't drift too low in the meantime (currently .58)...that might have the effect of accidentally triggering a great buying opportunity for others.
Well 58 should act as a very strong support. If it breaks through that then it would be busting through a support line, 200dma and break out of a Bollinger squeeze. That would potentially be very bad for us holders! The stock just needs some good news and attention to break it out of this holding pattern (i.e the AGM).
:)And on no news it goes sideways.
I was in and out of this earlier this year and put proceeds into OXX at 18c which I withdrew at around 35c (Lucky punt). Any weakness in price and I'm back in ;)
Could agree more Hancocks. How were the seismographs around Darfield, Canterbury looking in August, early September 2009? I work with FX traders and charts are IMO only really useful when the market is hyper-liquid, eg FX. For NZX equities I see little value in looking backwards.
Has anyone any research on the market penetration of NMP-22 ?
http://bladdercancerfight.blogspot.c...ml?q=cxbladder
Many thanks Hancock’s, found the link, it does seem to be a tough market to assay without procuring one of those $3000 market research reports. I'm off to the AGM next week, hopefully to return with some level of confidence that cxbladder is indeed a saleable product.
[QUOTE=MAC;421834]Has anyone any research on the market penetration of NMP-22 ?
http://bladdercancerfight.blogspot.c...ml?q=cxbladder[/QUOTE]
A quote from this: "Cxbladder results anticipate those of the NMP-22 by about 60 days"
Seems like a pretty good advertisement for Cxbladder right there...
Hi everyone, I am new here!
I hold a small PEB parcel, looking to pick up some more. Not sure if I should wait until after the AGM though?
I feel as though we have seen consistently positive news lately but it is not translating to any positive price movement. Unlikely to get solid sales data at the AGM, so is it likely that the AGM will affect the stock price much at all?
Welcome aboard meister - I'm not an analytical investor but have bought into a 5 year plan, sales have only been live for a few months by AGM so they have probably sold a few units but PEB have a very strategic roll out which at this stage is relationship building in the USA not instant sales. This stock will be $5 within 5 years just buy and let the PEB crew do their magic.
Just my view
PEB claim to have the leading product in the market ahead of their immediate competitor in NMP-22, and there is some feedback now from the market to support this position. The immediate questions ahead, as PEB seeks to de-risk, are;
1) Will the cxbladder price point adequately entice US Urologists to switch to cxbladder ?
2) Are there barriers to entry that may hold cxbladder back, eg:
a) It's clear patient’s and health board's will benefit from cxbladder in health and cost, but will Urologist practices make more or less on their bottom line if they switch ?
b) NMP-22 has been around for a long time now, loyalties may need to be broken ?
My feel is that this particular AGM is a critical one in testing the “saleability” of cxbladder, without clear guidance from PEB on the above it may be that we see the SP correcting heavily.
A positive report (numerically and/or commentary) on first quarter US sales may partially de-risk the venture and the SP may equally rise significantly. My fully de-risked present valuation for PEB is $1.25.
My advice is to wait for the AGM presentation and announcement.
Someone's keen! Took out 330,000 shares all the way up to 60 cents. I like.