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  1. #11731
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    Quote Originally Posted by Minerbarejet View Post
    I think this is where it all ties in with the R &D grants and funding from Callaghan Institute at roughly 1.5 mil per annum for the next three years, Skid. Plus whatever else gets chucked at it. I guess in a roundabout way PEB could be considered Otago University's Commercial Arm for getting the results of their research into the public arena. Payback will be in the form of dividends eventually I suppose which will then get put back into the pot as well.
    In addition I dont think Otago University would be terribly chuffed about PEB being taken over either if it comes to that. I suppose the cxbladder developments could be sold on their own but they would still be in the market with colorectal, melanoma, gastric, all of which seem to be coming over the development horizon and into a medical centre near you.
    Plus anything else they develop in the meantime in other cancer related fields and in that laboratory.
    Another thing is that every time they do a test anywhere it is added to the databank of knowledge gained which in turn further validates the science.
    That issue of PEB being taken over is an interesting one--Ive often wondered how some of the most loyal followers of this co. would feel about that-of PEB being gobled up by a large multinational co (which would then own the rights to all the research from Otago university)--that may or may not satisfy the $$ side of things,but would it satisfy those who are on board for alot of the moral issues brought up here---Im curious how many would actually be in favor of that--especially those staunch defenders of the ''going alone''strategy--(thats why I was a little surprised when the issue came up in the literature)They have more or less hinted they would be on board,and if thats the case is it ok for any one to criticize those who are in it for a buck?

    I suppose until real news comes along we can dabble in these more out of the way thoughts.

  2. #11732
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    Quote Originally Posted by Xerof View Post
    They currently hold 0.86%. Dilution, or sell-down in the very early years, I do not know. They held 5.8m shares in 2010, now they hold 2.648m. Look up the old A/R's if you want this information

    The company also benefits from a legacy agreement between the University of Otago and Pacific Edge. As part of the agreement at the inception of the company, the University received a 25 per cent share and committed to contribute future ongoing pieces of intellectual property for Pacific Edge to commercialise as a “pathway to market” company.

    So then what is the 25% share mean--Am I missing something
    ---sorry missed your sell down or dilution statement--but it must of been alot of one or the other as they now own only half

    lets hope if it was a sell down ,it was at $1.70
    Last edited by skid; 23-03-2015 at 12:16 PM.

  3. #11733
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    They may only own half as many but they are currently worth 3.5 times more than 2010 so you could say they are ahead.
    Several capital raisings since 2001 would dilute a fair bit off your 25% if you did not participate.
    If I recall the last one in 2013 diluted about 13 % (@ 2 for 15 @ .55c) if non participating.

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    To put a more scientific leaning on things Pacific Edge take a look at this patent that was granted in the USA for melanoma. The sheer magnitude of the brains involved is overwhelming.
    If you have a spare couple of weeks I suppose a layman could make something of it. This is just one of several patents granted and presumably a similar amount of work goes into each one for each jurisdiction.
    Dont think there could be any suggestion that Pacific Edge and Otago University are sitting around playing tiddly winks.
    It appears to have been initiated some years ago as well which gives some idea of the time involved in getting approvals, patents granted, products developed.
    Farseeing? Yes I would think so.

    http://patft.uspto.gov/netacgi/nph-P...&RS=PN/8822149

  5. #11735
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    Nope --I dont think the scientists have been sitting around playing tidily winks--They obviously know their stuff--but right now what is actually more important is whether the sales team have the goods--Lets see if they can bridge that gulf between science and the market place.

    Meanwhile ..would you prefer that all that research stays under the banner of PEB or a tiny part of a major corp. as a buyout.(which might mean a bit more $$)---No one has really given their opinion on that

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    Quote Originally Posted by skid View Post
    Nope --I dont think the scientists have been sitting around playing tidily winks--They obviously know their stuff--but right now what is actually more important is whether the sales team have the goods--Lets see if they can bridge that gulf between science and the market place.

    Meanwhile ..would you prefer that all that research stays under the banner of PEB or a tiny part of a major corp. as a buyout.(which might mean a bit more $$)---No one has really given their opinion on that
    Could be wrong of course but I think all the shareholders including PEB management and Otago university may have some say in whether anything gets bought out by any major corp. Its not automatic as far as I know. Wouldnt they be acquiring a stake first, which we would know about through SST disclosures?
    It would depend on what the general consensus is and the level of compensation. Each of us have different levels as exemplified by concerns of 3 cent rises and falls and analysts estimates of 1.20, plus its already been to 1.70 with a bunch of buyers from then probably eager to see that bettered in due course.

    This has been discussed before anyway on a couple of occasions and as somebody so succinctly put it," the panties would probably drop to the floor at about 5.00".
    But, that was then and a lot has changed since.

  7. #11737
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    Quote Originally Posted by Minerbarejet View Post
    Could be wrong of course but I think all the shareholders including PEB management and Otago university may have some say in whether anything gets bought out by any major corp. Its not automatic as far as I know. Wouldnt they be acquiring a stake first, which we would know about through SST disclosures?
    It would depend on what the general consensus is and the level of compensation. Each of us have different levels as exemplified by concerns of 3 cent rises and falls and analysts estimates of 1.20, plus its already been to 1.70 with a bunch of buyers from then probably eager to see that bettered in due course.

    This has been discussed before anyway on a couple of occasions and as somebody so succinctly put it," the panties would probably drop to the floor at about 5.00".
    But, that was then and a lot has changed since.
    The price of a buyout would be determined by performance--It could be a case of a large company being better able to distribute and promote if that part of the plan didnt happen to eventuate.--But thats all conjecture.
    I only brought it up because there are many who seem to have skin in the game far beyond dollars and cents(and have sometimes criticized others who think in those terms.)---but management seems far more open to the fact if it eventuated. It could be anything from a fire sale to a fair price(I think that someone who so succulently put forth $5 would well and truly find that those panties would be tied on a knot if they were expecting that price)

    Im sure that PEB management and to a much less extent Otago uni(now that they own 12%(?) would certainly have a say---i just thought the fact they mentioned it might have gotten on the wrong side of some(unless they have double standards)------There is nothing indicating that that is a possibility at this stage of the game anyway.

    If the numbers come through ,the growth story can continue,but if for some reason this one disappoints,you can fill in the dots,considering where the SP is now.---Its a long way to 100mil. Shouldn't be to long now to find out.

    PS. Anyone have any thoughts on what the motivation was for the web update(which didnt really contain any new info)
    Last edited by skid; 24-03-2015 at 01:31 PM.

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    Quote Originally Posted by skid View Post
    The price of a buyout would be determined by performance--It could be a case of a large company being better able to distribute and promote if that part of the plan didnt happen to eventuate.--But thats all conjecture.
    I only brought it up because there are many who seem to have skin in the game far beyond dollars and cents(and have sometimes criticized others who think in those terms.)---but management seems far more open to the fact if it eventuated. It could be anything from a fire sale to a fair price(I think that someone who so succulently put forth $5 would well and truly find that those panties would be tied on a knot if they were expecting that price)

    Im sure that PEB management and to a much less extent(now that they own 12%(?) would certainly have a say---i just thought the fact they mentioned it might have gotten on the wrong side of some(unless they have double standards)------There is nothing indicating that that is a possibility at this stage of the game anyway.

    If the numbers come through ,the growth story can continue,but if for some reason this one disappoints,you can fill in the dots,considering where the SP is now.---Its a long way to 100mil. Shouldn't be to long now to find out.

    PS. Anyone have any thoughts on what the motivation was for the web update(which didnt really contain any new info)
    I highly doubt that a buy-out will occur and if it did (anytime soon) it would have to be at a price well below the current share price.
    Truth is like poetry. And most people f*cking hate poetry.

  9. #11739
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    Quote Originally Posted by skid View Post
    The price of a buyout would be determined by performance--It could be a case of a large company being better able to distribute and promote if that part of the plan didnt happen to eventuate.--But thats all conjecture.
    I only brought it up because there are many who seem to have skin in the game far beyond dollars and cents(and have sometimes criticized others who think in those terms.)---but management seems far more open to the fact if it eventuated. It could be anything from a fire sale to a fair price(I think that someone who so succulently put forth $5 would well and truly find that those panties would be tied on a knot if they were expecting that price)

    Im sure that PEB management and to a much less extent(now that they own 12%(?) would certainly have a say---i just thought the fact they mentioned it might have gotten on the wrong side of some(unless they have double standards)------There is nothing indicating that that is a possibility at this stage of the game anyway.

    If the numbers come through ,the growth story can continue,but if for some reason this one disappoints,you can fill in the dots,considering where the SP is now.---Its a long way to 100mil. Shouldn't be to long now to find out.

    PS. Anyone have any thoughts on what the motivation was for the web update(which didnt really contain any new info)
    Are we talking about the Presentation to Australian Institutions?
    Last edited by Minerbarejet; 24-03-2015 at 01:38 PM.

  10. #11740
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    The business overview march 2015

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