PEB - Pacific Edge Ltd

[Balance]

t_j - DD's definition of "successful commercialisation" is bring a product out of the lab into the market. Profit is not a consideration.

He has succeeded admirably in his quest with PEB - just as he did with other successful commercialisations. And shareholders have been rewarded well - the $100m pumped into the company is now worth $173m plus what cash they have left

So task completed - successfully commercialised and the future is really about funding the next discovery

Transfer of wealth has also occurred - from those who know little to those who know a lot. Eg. To the Masfens.

[When the bass drops]

Balance, you make the Masfens sound like the Rothschilds or Rockefellors ... the 1%ers?

[winner69]

Transfer of wealth has also occurred - from those who know little to those who know a lot. Eg. To the Masfens.

And I thought you were going to mention DD and Swan

Wouldn't surprise me if Hancocks (as an early investor) has taken heaps off the table as well.

[Balance]

And I thought you were going to mention DD and Swan

Wouldn't surprise me if Hancocks (as an early investor) has taken heaps off the table as well.

Haha - I am too polite to mention the obvious!

Last I checked, Hancocks still has his 2.6m shares. Not sure what is his latest holdings.

[Balance]

Balance, you make the Masfens sound like the Rothschilds or Rockefellors ... the 1%ers?

Well, they have made profits so far of $13.3m so far and they still have 7.965m shares worth $3.9m, on an initial investment of $2.5m.

They are certainly in the top 1% of NZers - the 40,000 of the 4m.

[Balance]

It is sad and I'll also say it again: Lets just wait and see (ETA: 1.5 years)

Yup - read that too in 2013 and 2014 from the proponents of wait and see.

It is now 2016 and no 'tens of thousands of tests'.

[Carpenterjoe]

Wouldn't mind seeing an announcement similar to this for the Cxbladder range, maybe next year.

http://m.mdxhealth.com/content/mdxhe...e-cancer-early

[When the bass drops]

Hi All, at this point I would like to get a grapple on which category you all fall into, in relation to how upbeat or otherwise you are with the PEB prospects.
If you were to pigeon hole yourself, what would you be? You're welcome to indicate.
1. So very upbeat with PEB that you believe their $100m annual revenue target will be meet inside FY19, with first profitable year FY17. Expect price to go north of previous all time high of $1.72 and extend beyond $2 and then $3. You're probably a holder.
2. Very upbeat with PEB, though you believe $100m annual revenue target is likely to be reached by about FY21, with first profitable year FY18. Expect price to go north of previous all time high of $1.72 within 2-3 years. You may be a holder.
3. Upbeat of PEB, very confident of the company success but you consider their targets too ambitious. You pick it's likely to be 10's of millions ($) within 4-5 years after successful but slow penetration into US, with PEB still the best test on the market and good but not great market share. Share price moves up slowly but consistently
4. More confident of success than failure. Would like to see more updates from company to give you assurance. Small holder maybe.
5. Ambivalent about company success. No skin in the game.
6. More confident of failure than success. You're not at all confident about DD claims and doubtful about their sales strategy. Possibly a holder or ex holder.
7. Quite down on PEB potential success. You likely hold a view that DD is holding back a lot of significant things about where PEB truly are in their success timeline.
8. Very down on PEB that you think if there is success coming up, its likely to be more than a decade away after a cleanout of management and directorship. Possibly a holder but only a small exposure.
9. Very disillusioned and downbeat with PEB that you think their eventual chance of success is low i.e. 5-10%. Very likely not a holder.
10. So incredibly disillusioned with PEB that you think their eventual chance of success is zero. Definitely not a current holder, or bitter ex holder.

[Joshuatree]

11 very happy that i made a motza when it spiked up all that time ago. Relieved not to be back in it.So complex,opaque that rightly or wrongly i smelt a rat and don't believe it will fly;and haven't looked for a long time. Will go on and on and management will do well. Disclose i gave up trying to understand PEB and think risk /reward is off the scale; way better opps elsewhere.Not knocking those who have done deep research and really do understand/ believe in the stock. But many supposedly/proven effective inventions sink without trace.

[waddis]

Was 2 now maybe 4-5 (mainly due to heavy Balance effect) small holder 60000 shares average 53 and watched the $1.85 come and go. Got a few other Bio tech holdings so understand the long time frames......hope all does work out well to make a great Kiwi tail!!! well done Breakers