PEB - Pacific Edge Ltd

[artemis]

I've been keeping an eye on Aroa Biosurgery since a rumour a few months ago it could list (somewhere). Profitable, growing, excellent rep. Probably a takeover offer is more likely. (They make bioscaffolding for wounds, especially tricky wounds.)

Agree we have serious expertise here in medtech and biotech.

[Balance]

Interesting, I had a walk through of the old ICP bio facility a few years back (now owned by MP bio), the production room occupies a fraction of the overall complex and clearly there were greater aspirations for scale.... from a product perspective although the BSA they manufactured is of extremely good quality it is overspec of what the majority of the market needs...

Again, an overseas company gets it right.... https://www.proliantbiologicals.com/...aland-facility

Answer may have to be to bring in an overseas partner with the right credentials and track record at commercialization from when the products are ready for market.

Better to own 33% of a billion dollar company than 100% of a $1m company which continuously burns investors and cash!

Reminds me of the adage in the trophy property development game - always wait to buy from the first developer!

[RTM]

I've been keeping an eye on Aroa Biosurgery since a rumour a few months ago it could list (somewhere). Profitable, growing, excellent rep. Probably a takeover offer is more likely. (They make bioscaffolding for wounds, especially tricky wounds.)

Agree we have serious expertise here in medtech and biotech.

And Sanford were playing around with a collagen type product ….wonder how this is going ?
https://youtu.be/wZ4rgDf-v4E

[Balance]

And here's an urgent reminder for shareholders with rights to front up with their money by close of business on 11th December!

http://nzx-prod-s7fsd7f98s.s3-websit...574/313509.pdf

"The Board wishes to thank you for your continued support of Pacifific Edge and we look forward to your involvement in the offer."

No mention anywhere as to the intentions of the Board and management in respect of their rights (of course!) and whether they look forward to their own involvement in the offer!

[Balance]

Freaking heck!

Must admit this John Duncan guy is either onto a huge winner or he is like the underwriters, sucking hard on a very very sour lemon and enjoying the taste!

http://nzx-prod-s7fsd7f98s.s3-websit...576/313513.pdf

Doubling up on his bet with PEB with 832k shares at 15c - already down $25k in 2 weeks and having to front up with another $40k for his rights (unless he has sold them).

[kiwidollabill]

And Sanford were playing around with a collagen type product ….wonder how this is going ?
https://youtu.be/wZ4rgDf-v4E

Good I believe, some of it goes here

https://www.revolutionfibres.com/

[kiwidollabill]

Answer may have to be to bring in an overseas partner with the right credentials and track record at commercialization from when the products are ready for market.

Better to own 33% of a billion dollar company than 100% of a $1m company which continuously burns investors and cash!

Reminds me of the adage in the trophy property development game - always wait to buy from the first developer!

NB: Proliant looked at purchasing the ICP facility, but it wasnt really worth it, product was overspec, facility not quite suitable and too expensive, minimal supply agreements etc

ICP production is alot less sophisticated when you know what you are looking at.... batch processed serum going through resins and filtering

[kiwidollabill]

Better opportunity IMHO is ASX:HRL, purchased Analytica Laboratories. Senior team there know what they are doing, cheap stock , they will help turn it arround.

I digress from PEB....

[RTM]

Good I believe, some of it goes here

https://www.revolutionfibres.com/

Thanks. Better keep it brief, given its a PEB thread. Thx for the link. Will take a look.

[Balance]

Thanks. Better keep it brief, given its a PEB thread. Thx for the link. Will take a look.

It’s ok ... that’s how we all share information and investment ideas & views.

There’s only so much we can talk about with the ever capital raising ‘success is around the corner’ for the multi-billion dollar revenue opportunity PEB!

Wonder what announcements they are going to try to come up with in the next 4 days to ‘persuade’ non institutional shareholders to put in more money.

Last rights issue, there was 27.1% shortfall - which means pretty much all non-institutional shareholders did not participate. And they were the smart ones as history records rights price at 32c vs 12c sp now!

Ouch!