sharetrader
  1. #12051
    Guru
    Join Date
    Feb 2010
    Posts
    3,809

    Default

    Quote Originally Posted by Minerbarejet View Post
    Use it as a guide, indication, ambition, goal by all means
    Dont use it as a benchmark and treat it as hard and fast rule that must be obeyed to the last letter or else the consequences will be to wipe the whole lot and start again because they were ten bucks short.
    I do not drool, dribble perhaps, but definitely not drool.
    Ok ,I wont,if there 10 bucks short----hows that brick wall going?--where i am I think the wind would blow it down(horizontal rain atm)

  2. #12052
    always learning ... BlackPeter's Avatar
    Join Date
    Aug 2007
    Posts
    9,497

    Default

    Quote Originally Posted by snapiti View Post
    So try and avoid the hype and noise (very hard to do on this thread) as SP will always trend back to valuation in the mean time, to help get a handle on where the company is going, try and get a good understanding of what ultimately drive's the companies CEO's ego.
    Very wise......... I do have an issue with a scientist still being the CEO of a company that has been at the commercialisation stage for sometime.
    I see what you mean - on the other hand - Steve Jobs and Bill Gates did (as sort of computer scientists) not too bad with the little firms they did run ... and if we look at some of the companies in a closer industry: The Bayer AG is run by a chemist (Dr. Marijn Deckers) - and they seem to do ok-ish. Sanofi just appointed a physician as CEO (Dr. Olivier Brandicourt - he started his career in research) and so are many other similar modest chemical and pharmaceutical companies run by scientists.

    Of course - they all could have done better than they did, but I think I am quite content if PEB grows under DD to the size of the companies I mentioned
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  3. #12053
    Banned
    Join Date
    Sep 2012
    Location
    Christchurch
    Posts
    1,985

    Default

    I’m a long term investor, I hold shares for many years at a time and have no interest in ramping anything. My last transaction on PEB was in 2013 and was a capital raising.

    I don’t mind representing the researched and considered views of the silent majority of long term shareholders who are positive about their investments, the company and the future, positive else they would not hold those investments.

    If sharing research, facts, references, links and information with other constructive people conflicts with the manipulations of short term sentiment by cynics and trolls then I make no apology.

    You may like to consider that harassment and personal attacks don’t go unnoticed and that they only really reflect upon the one making them and what that says about them.

    Have a nice day

    ATM Chart

    PEB Chart

    Attachment 7365
    ATMz.jpg

  4. #12054
    Guru
    Join Date
    Feb 2010
    Posts
    3,809

    Default

    Quote Originally Posted by MAC View Post
    I’m a long term investor, I hold shares for many years at a time and have no interest in ramping anything. My last transaction on PEB was in 2013 and was a capital raising.

    I don’t mind representing the researched and considered views of the silent majority of long term shareholders who are positive about their investments, the company and the future, positive else they would not hold those investments.


    If sharing research, facts, references, links and information with other constructive people conflicts with the manipulations of short term sentiment by cynics and trolls then I make no apology.

    You may like to consider that harassment and personal attacks don’t go unnoticed and that they only really reflect upon the one making them and what that says about them.

    Have a nice day

    ATM Chart

    PEB Chart

    Attachment 7365
    ATMz.jpg
    We know your a long term investor mac no need for name calling

  5. #12055
    The Wolf of Sharetrader
    Join Date
    Jul 2013
    Location
    On my Superyacht
    Posts
    1,240

    Default

    Hey Mac, you left off the CRP chart?


  6. #12056
    Banned
    Join Date
    Nov 2013
    Posts
    8,516

    Default

    Definition of a Troll- One who purposely and deliberately ( that purpose usually being self amusement) starts an argument in a manner which attacks others on a forum without in any way listening to the arguments proposed by his or her peers. There you are now that gives everyone a measuring stick to suss out the real Trolls

  7. #12057
    Member
    Join Date
    Mar 2014
    Posts
    269

    Default

    Me had a feeling things will be getting passionate this week.

  8. #12058
    Guru
    Join Date
    May 2015
    Posts
    2,601

    Default

    Tsuba... I think things will get passionate this week...

    Pacific Edge have kicked it off with another positive announcement (although not price sensitive apparently)
    https://www.nzx.com/companies/PEB/announcements/264743

    No doubt preparing themselves for a big reporting day this Thursday...

  9. #12059
    Guru
    Join Date
    Feb 2010
    Posts
    3,809

    Default

    Quote Originally Posted by STMOD View Post
    2 down - there COULD be more
    Fair enough--It was starting to get a bit passionate (Man,thats alot of stars!)

    Anyway, heres how Im reading the basic consensus--Obviously theres different views on PEB but most seem to agree that this report is most likely not going to be a major turning point,the reason being that to really get some traction they will need the lift that coverage resulting from the Kaiser report would possibly give (which is a debate in itself) So the real question is how far away that result is.
    Edison has put a rather specific time frame on that (and even mentioned some price barganing after,if all goes well) but ofcourse we dont know just how accurate Edisons projections are.--(if they are completely off I will certainly wonder why they put so much into the specifics,esp the trial results)

    Every one pretty much agrees on the quality of the product-but there are different views on how well they are promoting it and bringing it to the market.

    We know everything about the product and very little about the American medical community and whether the large competitors can influence enough to dominate the market with a product that is not as good.

    We also dont know whether the product is good enough to sell itself (when coverage comes) or whether an aggressive marketing campaign is necessary and if so how well are they doing in this area

    We also dont know what new products are in the pipeline that could provide serious competition and how far PEB would have to be on their growth curve to be established enough to fend off these economic threats.

    Of coruse there is the issue of a takeover which could or could not be beneficial to shareholders in a financial sense,but would of course cause an identity crises for some.

    Feel free to add anything you feel would influence the success of the product

  10. #12060
    AWOL
    Join Date
    Sep 2012
    Location
    Vacation
    Posts
    2,782

    Default

    Quote Originally Posted by trader_jackson View Post
    Tsuba... I think things will get passionate this week...

    Pacific Edge have kicked it off with another positive announcement (although not price sensitive apparently)
    https://www.nzx.com/companies/PEB/announcements/264743

    No doubt preparing themselves for a big reporting day this Thursday...
    Coincidence. This announcement just confirms that the report has actually been published as previously indicated it would be but they werent sure when it would happen.
    Welcome TJ.

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •