PEB - Pacific Edge Ltd

[LoungeLizzard]

It has a proposed listing date of 24 September, but I don't think the ASX has confirmed that date as yet. There have been no official announcements on NZX so I assume that they haven't as yet got all their ducks in a row? Be nice for the company to let investors know what is happening, other than it is "going well."

[pierre]

It has a proposed listing date of 24 September, but I don't think the ASX has confirmed that date as yet. There have been no official announcements on NZX so I assume that they haven't as yet got all their ducks in a row? Be nice for the company to let investors know what is happening, other than it is "going well."

The listing date was originally 23 September, then the 24th - now it's Monday 27th. They must need a bit more time to round up that $70 mill.

Upcoming floats and listings (asx.com.au)

PS. Despite all the red ink on the market today PEB is up 1c to 148 as I write. Not bad eh?

[Minerbarejet]

The listing date was originally 23 September, then the 24th - now it's Monday 27th. They must need a bit more time to round up that $70 mill.

Upcoming floats and listings (asx.com.au)

PS. Despite all the red ink on the market today PEB is up 1c to 148 as I write. Not bad eh?

Thanks for the Pierre review, well done.

[LoungeLizzard]

The listing date was originally 23 September, then the 24th - now it's Monday 27th. They must need a bit more time to round up that $70 mill.

Upcoming floats and listings (asx.com.au)

PS. Despite all the red ink on the market today PEB is up 1c to 148 as I write. Not bad eh?

Thanks for that. Agreed - SP has recovered well and hopefully the OZ listing will give things a further push.

[DonkeyKong]

I’m a beginner and starting to look at shares outside of ETFs.

I've been looking at Pacific Edge and from what I've read so far they seem pretty awesome, albeit without having much medical or scientific knowledge myself.
- urine tests with a high negative predictive value for bladder cancers
- potentially reducing the need for invasive procedures for patients and the load on medical infrastructure
- likely a high barrier of entry for possible alternatives, e.g. years of clinical studies
- limited competition? I haven’t searched much on that
- a potential market of $3.5 billion in the US and possible growth into other markets
- existing facilities to handle significant growth, up to processing 260k tests per year
- starting to pick up momentum in potential usage
- the upcoming ASX listing
- potentially going to have other products being commercialised e.g. cxcolorectal
- FY21 operating revenue increasing at a much higher % than operating expenses (I might be reading to much into that)

Sounds awesome.

However,
- the current share price of $1.47
- market capitalisation of $1.072 billion
- operating revenue of $7.7 million for FY21
- a lot of potentially

It makes me wonder how much of the potential growth is already priced in to the share price. As a beginner, based on gut feel more than anything else, I would guess a lot. So I’m wondering if and how people are modelling how much potential growth is already factored into the share price. I appreciate it is unlikely to be a simple answer and gradually I am going to try learn about techniques for this.

[barney]

https://www.odt.co.nz/business/pacif...-clarification

[DonkeyKong]

I’m a beginner and starting to look at shares outside of ETFs.

I've been looking at Pacific Edge and from what I've read so far they seem pretty awesome, albeit without having much medical or scientific knowledge myself.
- urine tests with a high negative predictive value for bladder cancers
- potentially reducing the need for invasive procedures for patients and the load on medical infrastructure
- likely a high barrier of entry for possible alternatives, e.g. years of clinical studies
- limited competition? I haven’t searched much on that
- a potential market of $3.5 billion in the US and possible growth into other markets
- existing facilities to handle significant growth, up to processing 260k tests per year
- starting to pick up momentum in potential usage
- the upcoming ASX listing
- potentially going to have other products being commercialised e.g. cxcolorectal
- FY21 operating revenue increasing at a much higher % than operating expenses (I might be reading to much into that)

Sounds awesome.

However,
- the current share price of $1.47
- market capitalisation of $1.072 billion
- operating revenue of $7.7 million for FY21
- a lot of potentially

It makes me wonder how much of the potential growth is already priced in to the share price. As a beginner, based on gut feel more than anything else, I would guess a lot. So I’m wondering if and how people are modelling how much potential growth is already factored into the share price. I appreciate it is unlikely to be a simple answer and gradually I am going to try learn about techniques for this.

Given the way moderation and new message notifications for a thread work. Just giving this message a bump so it doesn’t get missed.

[kiora]

Well considered content DK.
For all those reasons investors should consider this share to be in the high risk category.
One to either make some money OR loose a lot
Are you/do you want to be that sort of investor?

Or be an investor in something that is more a sure thing?

More often than not sentiment isn't a good thing

[Minerbarejet]

I’m a beginner and starting to look at shares outside of ETFs.

I've been looking at Pacific Edge and from what I've read so far they seem pretty awesome, albeit without having much medical or scientific knowledge myself.
- urine tests with a high negative predictive value for bladder cancers
- potentially reducing the need for invasive procedures for patients and the load on medical infrastructure
- likely a high barrier of entry for possible alternatives, e.g. years of clinical studies
- limited competition? I haven’t searched much on that
- a potential market of $3.5 billion in the US and possible growth into other markets
- existing facilities to handle significant growth, up to processing 260k tests per year
- starting to pick up momentum in potential usage
- the upcoming ASX listing
- potentially going to have other products being commercialised e.g. cxcolorectal
- FY21 operating revenue increasing at a much higher % than operating expenses (I might be reading to much into that)

Sounds awesome.

However,
- the current share price of $1.47
- market capitalisation of $1.072 billion
- operating revenue of $7.7 million for FY21
- a lot of potentially

It makes me wonder how much of the potential growth is already priced in to the share price. As a beginner, based on gut feel more than anything else, I would guess a lot. So I’m wondering if and how people are modelling how much potential growth is already factored into the share price. I appreciate it is unlikely to be a simple answer and gradually I am going to try learn about techniques for this.

Start with this perhaps.
Consider as a guide to Kaisers involvement that they have about 1/27th of the population on their books.
Presentations of 7 million annually countrywide in the States for haematuria alone would leave Kaiser with roughly 1/27th of 7 million Triage evaluations which is 259,000 tests at roughly 1000NZD each.

This amounts to the entire capacity of the US operation at Hershey never mind the involvement for Monitor which for Kaiser would be 1/27th of 800,000 (around 30,000) patients requiring monitoring two or three times a year for 5 years. An extra 60-90,000 tests PA.
The base figures are on the FY results presentation.

https://www.pacificedgedx.com/assets...esentation.pdf

Not intending to suggest that all would be forthcoming but it at least gives you some idea of the scale of it all when we only consider 1/27th of the population which is Kaisers share.

[Ggcc]

And we have the official capital raise

https://www.nzx.com/announcements/379647