PEB - Pacific Edge Ltd

[Minerbarejet]

Most posters will recall that CDY (Cellmid) and RM Research were used as resources to assess PEB prospects when there was little hard research information on PEB?

Guess the lesson to be learnt is that research like Edison or RM Research are as useful as what the companies like to tell the market?

Would you be amenable to providing us with an update on your opinion as to what comprehensive and unbiased research available at little cost could be considered as a suitable replacement for Edison oŕ RM Research and where we might find it. There are paid subscriptions but, alas, they must remain unaware of my financial situation.

[Balance]

Would you be amenable to providing us with an update on your opinion as to what comprehensive and unbiased research available at little cost could be considered as a suitable replacement for Edison oŕ RM Research and where we might find it. There are paid subscriptions but, alas, they must remain unaware of my financial situation.

Old saying 'Cheap things no good, good things not cheap'.

I deal with two broking houses and I get research from them. I used to share some of the information on this forum but not anymore.

There is for eg, research information out there on PEB, formal and informal. I am sure PEB is aware of what analysts are saying about it, formal and/or informal.

I have yet to see a company post or alert to a negative research note, ever!

Seen plenty of positive research reports posted though by companies.

[MAC]

Well certainly the analysis of Harbour Asset Management, Superlife and Salt funds may very well agree with that of analysts Edison and Forbar.

The last three SSH’s have been strong BUY’s.

Harbour increasing their stake to 7.5%, Superlife increasing their stake to 6%, and SALT entering at 95c and commencing a substantial holding at 5.2%.

So, all of those analysts could be correct, or some guy on the internet called Balance could be correct, ah well, we will all just have to wait and see.

[Balance]

Well certainly the analysis of Harbour Asset Management, Superlife and Salt funds may very well agree with that of analysts Edison and Forbar.

The last three SSH’s have been strong BUY’s.

Harbour increasing their stake to 7.5%, Superlife increasing their stake to 6%, and SALT entering at 95c and commencing a substantial holding at 5.2%.

So, all of those analysts could be correct, or some guy on the internet called Balance could be correct, ah well, we will all just have to wait and see.

Not simply a question of correct or incorrect - it's also a question of managing risk via information flow.

I am on record as stating that I am happy to buy PEB shares at $1.00 from those who are buying at 70c if the numbers come through and transparently. Let those who take the risk I am not prepared to (with information I have) and if they are correct, they can make the next 50% when I buy off them.

Fair enuf?

[MAC]

Indeed, some folk are comfortable with fixed term deposits or yield investing, some are as comfortable as a value or growth investor, each to their own.

I would never advocate being entirely in one stock, setting diversification limits is everything if you are a growth investor or if one holds growth stocks.

As far as Edison go, they offer information not available from other sources as they have the opportunity to question and critique Pacific Edge, just as they do so for thousands of other companies globally.

They also have specialist expert biotech sector analysts based in the UK and US who have authored the reports, Kathrine Genis, Emma Ulker and Dr Mick Cooper. Not something readily available to the local brokers.

I’ve been advised by Pacific Edge that Edison will be their primary vehicle for providing shareholder information.

I think most shareholders and prospective shareholders do probably appreciate that effort, the cost of Edison reports, as I understand is circa $60k per throw, not something Pacific Edge have to provide, or a cost they have to incur.

Initiating Edison report here, updates available on their website

[skid]

Indeed, some folk are comfortable with fixed term deposits or yield investing, some are as comfortable as a value or growth investor, each to their own.

I would never advocate being entirely in one stock, setting diversification limits is everything if you are a growth investor or if one holds growth stocks.

As far as Edison go, they offer information not available from other sources as they have the opportunity to question and critique Pacific Edge, just as they do so for thousands of other companies globally.

They also have specialist expert biotech sector analysts based in the UK and US who have authored the reports, Kathrine Genis, Emma Ulker and Dr Mick Cooper. Not something readily available to the local brokers.

I’ve been advised by Pacific Edge that Edison will be their primary vehicle for providing shareholder information.

I think most shareholders and prospective shareholders do probably appreciate that effort, the cost of Edison reports, as I understand is circa $60k per throw, not something Pacific Edge have to provide, or a cost they have to incur.

Initiating Edison report here, updates available on their website

So ,with that in mind,would you expect them to give a stink report if things were looking dicey?

[MAC]

Well that's entirely a moot point as the future looks absolutely bright for Pacific Edge.

As I understand, they don’t’ provide buy or sell recommendations, they just analyse the market, crunch the numbers on valuation and sensitivity analysis, evaluate the risks and offer business information.

Not my job to speak for them, just making an observation.

[Balance]

Well that's entirely a moot point as the future looks absolutely bright for Pacific Edge.

https://www.youtube.com/watch?v=8qrriKcwvlY

[Minerbarejet]

Well thanks for that, Balance.
I have absolutely no idea whatsoever what that was all about.

[Joshuatree]

Whose wearing shades then