More like Moosie time !!
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Posted output under numerous discount and growth rates a few months ago. The value I highlighted was 107 with my preferred rates but the range was 80 to 400 odd under different scenarios.
Haven't updated since but as everything has been pushed out a year or so even if assumptions stayed the same the valuations would be lower .....say 90 cents
Mainly did it just get a feel for whether it ever worth 170 if successful ....or not much if a failure
Just playing the rises from sub 70 now. The squiggly lines are more valuable than any DCF valuations. At least the squiggly line shows whether punters are grumpy or sad. They happy now and that's good. PEB shareprice driven by sentiment and announcements.
Looking forward to this Edison report ....140/170 the word in the street is. That'll put a rocket under the shareprice.
What you reckon it worth
Found this on KP website, I never had any idea a test could be used in this manner. Imagine a cxbladder test mailed out every two years to a smoker or firemen.
http://kaiserpermanentecarestories.o...ore-it-spread/
Well I for one am actually pleased that it's moving closer toward what I actually paid for it.. losing around 50% of it's value in so many months teaches you some lessons.
It teaches you a lot of patience and not to listen to all the noise if you believe a given company can achieve what it says it can. I'm sitting on 5 companies showing between 30 and 45% paper losses currently with Peb being one of them but I believe each of the 5 will go positive and beyond given time.
Interesting piece from David Darling.
http://www.radionz.co.nz/national/pr.../morningreport
That clip from David explains that this has the potential to be more fruitful and in better time than I understood just from reading the announcement yesterday. I had assumed they'd have to go through a similar commercialisation process to that of CxBladder (and hence similar timeframes) to see revenue but it seems that these companion diagnostics can result in revenue relatively quickly (if a partnership is found). I do hope/presume they're going to be a little more proactive than hoping a partnership "comes along" though.
PEB one to follow today. Get in early boys. My two cents.