PEB - Pacific Edge Ltd

[skid]

I just see a very well structured marketing and commercialisation plan put in place by very smart hard working people, well articulated by Pacific Edge too, Edison and Forbar;

A series of commercial stepping stones, within which the revenue ramp up starts at a point when the company has hired sales staff, has product specific trained them, and they become active within their respective sales regions;

1. CLIA approval
2. US lab construction
3. Cxbladder(detect) product launch
4. NPN network provider agreements
5. KP demonstration user programme agreement
6. Hiring of initial sales force (12 staff)
7. Opening up of initial geographic sales regions
8. Large insurers commencing reimbursement
9. Commence LUG user programmes
10. Start of revenue ramp up <--- WE ARE HERE
11. Cxbladder(triage) product launch
12. Medicare coverage
13. Commencement of insurer contract agreements
14. KP demonstration user programme results
15. KP contract agreement
16. Profitability
17. Cxbladder(predict) product launch
18. Further HMO user programme initiated
19. Veterans Association coverage
20. Onward and upward to $100M revenues

Could you please highlite the items you are guessing at

[skid]

Skid, that list of MAC's is pretty much how it is; what we don't have are the dates.

some of those things are not a given(are you sure about the contract agreements?) and unfortunately big delays in the dates can seriously affect #16 and #20

[Balance]

Points of reply Balance (at the risk of being picky):

1. You may have misinterpreted my point...I don't dispute DD said that ...I am saying there is a big difference between "is expected to" and "is sufficient to". To demonstrate...I "expect" to have $??? in my bank account by August 2015 (true statement BTW) - but that is not certain to happen because I can't control outside events. On the other hand, I am not that stupid to say I "will" have $??? in my bank account by August - for exactly the reason as above. The same applies to DD's statement!
2. Rubbish! Are you telling me when the uptrend was happening in Oct/Nov 13 there weren't sellers fighting to get out? I remember Snapiti was one such seller.
3. A mute point here Balance. A quick glance at the records tells me some may have sold a minute portion of their holdings (others may have been forced to?) ... but the main ones are all still there and some have actually increased their holdings.
4. Point taken.
5. Nope - just always preferred to look on the positive side of things.

1. So where's the contradiction? You are actually agreeing with my initial comments!

2. Sellers fighting to get out = downtrend. Buyers fighting to get in = uptrend.

3. Minute portion? You may want to recheck your numbers as mine show the Masfens and Harbour selling down rather substantially.

No need to blow a blood vessel - facts are facts, and opinions are opinions. Ultimately, time will prove an opinion right or wrong and then, the opinion can becomes a fact!

[MAC]

And extraordinarily undervalued Hancock’s, even by the most conservative of analysts, many may very well consider this time in the sequence as being the optimal point to accumulate at the bottom of the escalator given the dip investors have been blessed with.

The equation is one which has the key ingredients of success,

Good scientific and commercial management, best performing product within its target market, a disruptive technology, a first mover advantage, no serious competition within two years, an Obamacare DNA/RNA driven tailwind, a second product due to be launched any day now, lot’s more products coming, and a sales team just now on board.

Forsyth Barr: $1.25 BUY rating

Edision Research: $1.16 Edison Report Here

Craig’s Investment Partners: had this to say after the last result;

“Craigs Investment Partners broker, Peter McIntyre, who predicted Pacific Edge had to deliver yesterday on revenue promises, said investors should be impressed with the result”

“He predicted Pacific Edge, if it continued its form, would be positively re-rated by brokers, analysts and ultimately investors in the months ahead”

[skid]

Yes...We heard you the first time,Mac.

The market is now saying the ball is in PEBs court now

[Balance]

Craig’s Investment Partners: had this to say after the last result;

“Craigs Investment Partners broker, Peter McIntyre, who predicted Pacific Edge had to deliver yesterday on revenue promises, said investors should be impressed with the result”

“He predicted Pacific Edge, if it continued its form, would be positively re-rated by brokers, analysts and ultimately investors in the months ahead”

Share price of PEB on 28 Nov 2014 when results were announced - 88c.

Months ahead (today) - 71c.

Minus 20% - if that is positive rerating, I dread what negative rerating is !!!!!

So what I mean by time making an opinion fact or fiction?

[MAC]

And Hancock's, you're across this, are you able to advise us of how many sales regions are now operating compared with how many were operating this time last year before the sales team were established ?

[Schrodinger]

Share price of PEB on 28 Nov 2014 when results were announced - 88c.

Months ahead (today) - 71c.

Minus 20% - if that is positive rerating, I dread what negative rerating is !!!!!

So what I mean by time making an opinion fact or fiction?

On current performance sub $0.50 stock

[dagoldtoof]

Time to buy some more if under 70c....This is such a good product, and it all takes time for it to sell itself...and then yearly multiply sales ...2016 will be PEB year...

[Bobcat.]

I'm back in @ 71c. RSI is under 20 and there's historical support at about 10% below this price. I'm prepared to lose up to 10% on this stock (worse case IMO) given the potential (and probable) upside.