PEB - Pacific Edge Ltd

[whatsup]

Just some general thoughts.
If PEB became a buyout target in next 12-24 months, in order to justify a SP of >$1 it would need to generate annual revenue in the vicinity of USD$180M
This would mean an annual turnover of tests in the range of 220,000-250,000. I believe the number of cases of BC would justify this (isn't it 800,000 cases with 80,000 new p.a?). Each case would be tested more than once.
Biotechs will be bought in general for 4-4.5x ann rev if the product is guideline indicated and ins covered. They have one of those two.
Markets are funny things but imo they really need to get guideline support to justify going over $1

any T/O will not be made on "todays' numbers its the futures figures that matter, " if " this testing is as good as we are led to believe then the numbers could be staggering and its valuation interesting to say the least !!

[Mel]

I've learnt a few lessons with this stock, having bought some at $1.30 (yes, you read that correctly!), bought options at two points in time and regretting the fact that I sold one of the option allotments at a very small profit to make myself feel better about the $1.30 pricepoint! - of course, wishing that I had retained this allotment. PEB has always had potential to appreciate but given the number of factors that play into the success (or lack thereof) of a company, I for one, am thankful that I have maintained some faith in them and retained the majority of my holding and I believe that there is potential for this stock to break the $1 mark within a few months on the back of some positive testing developments. Lots of good things take time

[Beagle]

Have learnt the hard lesson to not buy or stay in stocks like PEB on the way down when the story changes from positive to negative, but to invest on the way up as the story gets better and better.

This strategy is to let those who are prepared to bear the risk (and pain) to take the loss or the first 100% upside on a speculative stock like PEB but ride the next 1000% by buying off the hardy (or foolish) risk takers when the story turns.

I must say that I am surprised at how quickly the sp has spiked upwards in a matter of less than 2 months with the 3 positive announcements to date.

There have been over 400m shares issued in the last 6 years at between 10c to 61c, and I would have thought that there would be enough profit takers to provide stock at various points on the way up when the story turns.

Has not turned out to be the case with the sp doubling and doubling again with the first two announcements.

Certainly points towards the big shareholders staying in for the long haul - guess they have suffered and endured 6 long years of non-performance so they must assess the upside from here to be much more than just recovering the money they have put in!

Every dog has its day mate. This one may be due to bark again if it gets included in the NZX50 at the next rebalancing.

[uluvsg]

Every dog has its day mate. This one may be due to bark again if it gets included in the NZX50 at the next rebalancing.

Hello Mr.Beagle, do you know when the NZX50 rebalancing date is? Thanks!

[Balance]

Wow.great open.it could be a buck by the end of the month!!!

Every dog has its day mate. This one may be due to bark again if it gets included in the NZX50 at the next rebalancing.

The way the sp is going reminds me of 2013/2014 when the sp went up sharply every time there's positive news or development.

Let's hope this time that it is for real and sustainable.

Be great to ride another good story like some have with ATM, EBO and DIL but to name 3.

When a story is good, ride it hard - that's another valuable lesson I have learnt from regretable experiences of selling out too soon - there are only so many good stories out there.

[whatsup]

The way the sp is going reminds me of 2013/2014 when the sp went up sharply every time there's positive news or development.

Let's hope this time that it is for real and sustainable.

Be great to ride another good story like some have with ATM, EBO and DIL but to name 3.

When a story is good, ride it hard - that's another valuable lesson I have learnt from regretable experiences of selling out too soon - there are only so many good stories out there.

that " movement " was , if I remember correctly , and I did hear the interview on morning report that morning , caused by the comment from one of the fish heads, that PEB would/should achieve $100,000,000 in sales with its new testing procedure.

That imo caused a huge interest shortly after driving its S P up to over $1-50 in a couple of days, the rest is history as we all know, some things take time.

[Minerbarejet]

7 million cases of haematuria per annum in the US requiring medical assistance of some sort.
Thats 28000 per working day.!!
Current Covid run rate in the US requiring medical assistance of some sort
Thats 65000 per day.!!
So now we have medical facilities in the US being overrun at twice the rate of haematuria presentations.
Covid tests cant be arranged or done online but cxBladder can utilize this approach for haematuria and other related Bladder Cancer problems thereby freeing up more facilities for an already stressed medical juggernaut.

[Beagle]

The way the sp is going reminds me of 2013/2014 when the sp went up sharply every time there's positive news or development.

Let's hope this time that it is for real and sustainable.

Be great to ride another good story like some have with ATM, EBO and DIL but to name 3.

When a story is good, ride it hard - that's another valuable lesson I have learnt from regretable experiences of selling out too soon - there are only so many good stories out there.

Worth a punt even just on the possibility of NZX50 inclusion - Friday 18 September could see quite a decent bounce if this is included in the index. Shunted some of my MET profits in here.

[nztx]

Today's SP seems to be well & truly edging upwards , against the general Monday downwards trend today

How much of this was out of ANZ's foray into PEB & how much on the Company announcement(s)

Discl. On a small holding up 25+ % in less than 4 weeks

[Beat the Bank]

Worth a punt even just on the possibility of NZX50 inclusion - Friday 18 September could see quite a decent bounce if this is included in the index. Shunted some of my MET profits in here.

Glad to have you on board Beagle. I put a small portion of my MET sale into this last week before the increase. As someone said earlier, it feels good to have got in before ANZ and now before the Beagle too! Thanks for all your commentary on MET and OCA and so glad we may get it on this thread too.