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04-03-2015, 04:09 PM
#11591
Originally Posted by Minerbarejet
I am sure Chelsea Leadbetter would be interested to know that her hard work and analysis that has gone into producing the item is now known as "For Barr stuff".
Lets not forget that she was an attendee at the Investors Day and is privy to more visual information in relation to PEB than we are ever likely to see.
Glad you like the chart, skid, time to move on, eh?
Hmmm .... So when PEB organized an Investor Day in Hershey and those attending met the staff there and no doubt had some interaction over the day, I wonder if that constitute Insider information?
Last edited by Balance; 04-03-2015 at 04:15 PM.
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04-03-2015, 04:22 PM
#11592
Member
Originally Posted by Balance
Hmmm .... So when PEB organized an Investor Day in Hershey and those attending met the staff there and no doubt had some interaction over the day, I wonder if that constitute Insider information?
I'm sure if any shareholder wanted to attend an investor day or visit the Hershey or Dunedin labs they would be more than welcomed by the companies management. Obviously they would get to talk with employees and lab staff, that doesn't constitute insider information. No different to talking with staff at the annual meeting. At all the meetings I have attended over the years there have always been lab and research staff present. The company has no problems with this.
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04-03-2015, 04:23 PM
#11593
Member
Yawn........ Glad I have chooks to feed.......
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04-03-2015, 04:32 PM
#11594
Originally Posted by barney
I'm sure if any shareholder wanted to attend an investor day or visit the Hershey or Dunedin labs they would be more than welcomed by the companies management. Obviously they would get to talk with employees and lab staff, that doesn't constitute insider information. No different to talking with staff at the annual meeting. At all the meetings I have attended over the years there have always been lab and research staff present. The company has no problems with this.
I agree 100% with you.
My comments are really to put things in context :
1. Don't rely purely on companies to supply you with information.
2. Information obtained via external sources can be more reliable and more objective.
Originally Posted by Balance
That's not true actually.
It may be a hard game for those who rely purely on information from the company, in which case, you are at a huge strategic disadvantage against others in the market who have access to other sources of information.
Analysts in the market (be them with broking houses or fund managers) get access to a whole range of information to monitor an industry and a stock proactively.
This include analysts' visits to a company, meeting with management, competitors, suppliers, customers etc etc.
That's how fund managers like Milford accumulate big stakes in DIL, BFW etc at rock bottom prices before the rest of the market woke up to what's happening.
Originally Posted by Minerbarejet
Gee, Balance, if I didnt know you any better I'd say you were talking about insider information.
I will stay out of that if you dont mind.
Last edited by Balance; 04-03-2015 at 04:34 PM.
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04-03-2015, 04:35 PM
#11595
Originally Posted by Minerbarejet
Like I said Ill just stay out of it.
You dont have to ''get in'' to insider trading to accept the fact that to varying degrees it can exist(and take it into consideration when making investment decisions)--You probably would not be privy to that information anyway-like most of us.
But look at all the energy us posters spend to try to make sense of all those tid bits of info.
Its hard to believe that some(of course not you)would not prick up their ears if they had a friend whose cousin was coming for a visit and it happened he worked in the lab in Hershey and had some ''man you would'nt believe''stories to tell.--Actually ,now that I think about it,Im guessing you,and just about everyone else around here would not want to stay out of that conversation.---We should be so lucky.
we would probably find it quite interesting to hear him say ''the last few months we have been working our butts off'' OR ''i didnt go through Uni to just sitaround most of the time playing cards''
Of course that would be quite different than attending an open day
Last edited by skid; 04-03-2015 at 04:39 PM.
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04-03-2015, 06:42 PM
#11596
Originally Posted by skid
You dont have to ''get in'' to insider trading to accept the fact that to varying degrees it can exist(and take it into consideration when making investment decisions)--You probably would not be privy to that information anyway-like most of us.
But look at all the energy us posters spend to try to make sense of all those tid bits of info.
Its hard to believe that some(of course not you)would not prick up their ears if they had a friend whose cousin was coming for a visit and it happened he worked in the lab in Hershey and had some ''man you would'nt believe''stories to tell.--Actually ,now that I think about it,Im guessing you,and just about everyone else around here would not want to stay out of that conversation.---We should be so lucky.
we would probably find it quite interesting to hear him say ''the last few months we have been working our butts off'' OR ''i didnt go through Uni to just sitaround most of the time playing cards''
Of course that would be quite different than attending an open day
I have taken the time to enquire from my brokers Francois et Ouvert des Cussion. 20 rue des Epancheurs, Neuchatel, Suisse regarding anything from PEB. They said to keep my ears pricked. At least I think thats what they said but something may have got lost in the translation.
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04-03-2015, 07:33 PM
#11597
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04-03-2015, 07:53 PM
#11598
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04-03-2015, 07:54 PM
#11599
Originally Posted by Minerbarejet
I have taken the time to enquire from my brokers Francois et Ouvert des Cussion. 20 rue des Epancheurs, Neuchatel, Suisse regarding anything from PEB. They said to keep my ears pricked. At least I think thats what they said but something may have got lost in the translation.
Like something got lost ion the translation here?
Originally Posted by MAC
I’m sorry to have to say that you may well be disappointed in your analysis Whipmoney, PEB told us at the time of the AGM that they could break even this financial year [1]. IMHO it’s more likely to be HY15 (November 2014).
My estimate is that this would require circa 21,000 US tests to cover costs and to turn a profit, but then as we know, PEB have already also told us that they expect to be “processing several tens of thousands of tests” within 2014 [2].
And well yes, most informed shareholders would actually see R&D as a positive within a company like PEB full of extraordinary research people and with a history of performing such R&D at one tenth the cost of what it may otherwise cost abroad [3].
The more well managed R&D, the more products entering the commercialisation pipeline, the more long term cashflows generated, fantastic.
References:
1. http://www.odt.co.nz/news/business/2...-100m-forecast
2. http://www.odt.co.nz/news/business/2...-edge-business
3. http://www.nzherald.co.nz/business/n...ectid=11178639
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04-03-2015, 08:11 PM
#11600
Come on Hindsight Harry, this is one of your very poor habits, regurgitating old posts months after events have overtaken the content. This is insidious, sneering mockery in my view, entirely uncalled for.
cease and desist dear boy!
I have my QC from Rhetoric, Innuendo and Sons on standby
Last edited by Xerof; 04-03-2015 at 08:14 PM.
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