PEB - Pacific Edge Ltd

[Balance]

Its hard to watch isnt it,PT

He's been trying to make people feel better about losing money ever since last Feb(in other words ,all the way down) with assumptions--''ramping up revenues''--no one knows if they are ramping up revenues(enough to meet their projected growth curve)-----far to few IMO attached to those kind of statements.
Whats the point of have alot of different ''sausages'' in your machine if you (potentially)cant sell them.
Even having the best product is not enough to assume success in the real world of medical commercialization--thats not down ramping -its reality.
If you take that on board and still want to chance an investment to support ,for better ,or worse,a Kiwi co.,then thats fine--but lets keep it real.

Regurgitating a company's PR releases - is that research?

Meanwhile, happenings in the industry out there are brushed aside - inconvenient truth.

[MAC]

Looking at Forbar this morning, they are applying forward net margins above 60%.

I consider that I’ve been really quite conservative in rounding down to $50M NPAT, that’s a 50% net margin but would like to see the FY16 report tabled before revising.

You have 35% net margins Winner which does seem relatively very low, something to reflect on perhaps.

[hilskin]

Here we go again, LOL

[skid]

Meanwhile everyone is waiting for Kaiser Permanentie's clinical trails to finish and that they will do the right thing and adopt PEBs product (instead of one of the other products)
Meanwhile the largest strike of mental health workers has just unfolded against (you guessed it) kaiser P--the reason not wages-or benefits for workers--Nope it s because workers claim that kaiser has cut back so much that they say mental health patients are not receiving proper care.....goes on to say Kaiser is breaking numerous federal and state laws regarding patient care.
So...would Kaiser do a deal on a less effective ,but cheaper cancer diagnostic test---well..we dont know ,but nothing can be assumed at this stage.

How would those figures look if the test was farmed out at half the going rate?

[psychic]

Yup, Skid, Balance, PT - you have added nothing.
PT - you have figures in mind - why not present them?
Balance - more alluding to things . There are loads of things happening, which worries you most?
Skid.. just love to see your personal analysis

Put up or shut up

[skid]

Yup, Skid, Balance, PT - you have added nothing.
PT - you have figures in mind - why not present them?
Balance - more alluding to things . There are loads of things happening, which worries you most?
Skid.. just love to see your personal analysis

Put up or shut up

Im not making any assumptions -by putting up possible scenarios,Im simply pointing out the dangers of assumptions

whether you want to consider it is up to you

about kaiser..

http://www.liberationnews.org/kaiser...orkers-strike/


lets call it variables...

[skid]

skid. Are you retired? Every time I visit ST, you are on here posting furiously. I'm sure there are better ways to spend they day, no?

for the most part yes--with a bit of free time atm

feel free to disregard any info posted--but seriously the glittering and glossing over PR was just to much bear in my moment of weaknes.

Furiously?? (c'mon dont you start with the assumptions as well.......)

[skid]

Your right --its been a few days of mandatory office work--time for a break--sun is out (just remember to look past the polish and wax job)

[Hoop]

re: It is extremely rare to see a stock go belly up without any TA sell signals

Two words... Pike River.

Wrong two words ..Whip..

I've posted my reply here on the Using TA to time entries and exits thread as it doesn't relate to the PEB thread.

[MAC]

Not all of the pipeline products will have the exceptionally high cash cow margins that Cxbladder products are forecast to have, some pipeline products may not pass clinical trials, some may not launch at all.

Certainly though, given the innovation within Pacific Edge, the University of Otago, and the scientific and clinical advisory boards, we should anticipate yet more prospective developments coming along and entering the queue.

http://www.pacificedge.co.nz/products/pipeline/

It’s likely based on forecast cashflows, the sausage machine schedule may look indicatively something like the chart below. If any particular product falls away at clinical trials or doesn’t work up with adequate margins, there is likely to be another product right behind in the queue to take its position.

The potential for a company like Pacific Edge to become a significant market player with this technology is entirely plausible, particularly with Obamacare actively supporting and pushing for DNA/RNA based clinical solutions. The time is right and they have the tech.

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