PEB - Pacific Edge Ltd

[Whipmoney]

The research is not hype-the product is not hype---but the increase in SP could be hype.--It could be simply a situation of a good product valued at more than its worth at this time--sometimes the hype has more to do with investors,than the product.

Exactly. Sales are priced well in ahead of their current trajectory.

[couta1]

Exactly. Sales are priced well in ahead of their current trajectory.

Value is whatever sum someone is prepared to pay at any given point in time regardless of whether that's actually what the product is worth or not,look at xro for a classic example

[Minerbarejet]

With the imminent revelation of Balances Pre Christmas blessing that has gone on for four pages perhaps we should have a look at a few facts.
A. Balance does not appear to be a sharebroker
B. Balance uses a sharebroker for his transactions.
C. His sharebroker owns shares in PEB
D. His sharebroker has made a predictive analysis based on his personal involvement.
E. Balance has accepted that it may occur
F. Balance has very kind heartedly tried to share his knowledge with us
G. Balance has been very careful not to jeopardise his relationship with his broker by saying too much.
H. Balance has boundaries he must work within and we must respect them
I. Balance has indicated that he may be unwilling to share predictive comments from outside sources in the future.
J. The predictive comment was that IF there is an announcement by the 20th Dec regarding PEB it SHOULD have an upward impact on the share price.
K. A sharebroker saying that is hardly dispersing inside knowledge.


Roll on PEB now or later
Merry Christmas everyone
And the most prosperous of New Years to you all
Cheers
Minerbarejet

[Whipmoney]

Value is whatever sum someone is prepared to pay at any given point in time regardless of whether that's actually what the product is worth or not,look at xro for a classic example

I believe what you have just stated above is essentially the definition for the "Great Fool Theory", i.e. where the Price of something has deviated from its instrinsic value and is primarily based on the expectations of irrational bidders.

I accept that everyone may have a differing notion of instrinsic value based on their cost of equity, risk tolerance etc however this company is going to need to achieve some massive growth targets in its trading revenue line (like circa 59,753% massive) in order to achieve 1% penetration in the US Market, at which point it would be lucky to break-even.

[blobbles]

Value is whatever sum someone is prepared to pay at any given point in time regardless of whether that's actually what the product is worth or not,look at xro for a classic example

Incorrect. You have confused "value" with "price", when you are talking about shares. The VALUE of a share is based on its fundamentals plus a rational expectation of its future value with risk built in - usually with a greater weighting towards the first measure, risk making the latter measure difficult to ascertain. However, PRICE is based on the agreed amount 2 people will exchange shares for (or you could call this "perceived value").

In PEBs case its fundamentals means it is worth a few cents. Its rational expectation of its future value is completely subjective and has one hell of a lot of risk to attain that value. Currently its price bears little resemblance to its actual value. Hence its share PRICE can be considered hugely overVALUED.

[Casino]

Whipmoney - the one lesson I learnt from Xero's phenomenal story is that while the investment wasn't right for me because I didn't understand it, I did not seek to deride it. Rather, I acknowledged I couldn't understand it but that it was clear there was a strategy the company was executing well on, was well funded and had great leadership. That meant a lot, though I wasn't holding the stock.

I think PEB will be "the next Xero" in terms of a huge growth story, and I believe it to be well funded, with great leadership, and executing well on its strategy. Having down significant homework in understanding the company, I'm pretty confident about its future success.

Can you please share your thoughts on the market response to signing agreements with PPOs? Based on what you know, do you think achieving these milestones added sudden and tremendous value to the company?

[Dentie]

[QUOTE=Balance;450135]You make an important point, Dentie.

Then, there are the really good professional ones who know their stuff and put their money where their mouth is - ie. invest in the stocks they recommend. Operative word - invest.

It is up to each individual who and how they want to deal with.

I do not appreciate the insinuation about my broker being other than professional and knowledgeable.

Balance, just for the record, I was not insinuating your broker may not be knowledgeable or professional. I had not managed to find a previous post of yours which confirmed whether or not your broker "invested" in the same stock they gave guidance on.

Other thread dwellers (traders?) appear to be getting nervous as your posted time line gets shorter & shorter - hence their directed comments towards your prediction based post. That's human nature I guess.

I gave my personal experience as a way of simply demonstrating to others that one should do their own research etc and then get into the stock based on that, rather than try and take the lazy (or uneducated) way and go for the "hot tip" given by a broker - no matter how knowledgeable they are, or whether their "hot tip" was correct or not.

Disc. I don't care one way or the other whether your broker is right or wrong. I've been in PEB for well over 4 years (based on my own input) and have added where possible. I believe in them and their story and won't be selling any time soon.

[Balance]

[QUOTE=Dentie;450185]

You make an important point, Dentie.

Then, there are the really good professional ones who know their stuff and put their money where their mouth is - ie. invest in the stocks they recommend. Operative word - invest.

It is up to each individual who and how they want to deal with.

Balance, just for the record, I was not insinuating your broker may not be knowledgeable or professional. I had not managed to find a previous post of yours which confirmed whether or not your broker "invested" in the same stock they gave guidance on.

Other thread dwellers (traders?) appear to be getting nervous as your posted time line gets shorter & shorter - hence their directed comments towards your prediction based post. That's human nature I guess.

I gave my personal experience as a way of simply demonstrating to others that one should do their own research etc and then get into the stock based on that, rather than try and take the lazy (or uneducated) way and go for the "hot tip" given by a broker - no matter how knowledgeable they are, or whether their "hot tip" was correct or not.

Disc. I don't care one way or the other whether your broker is right or wrong. I've been in PEB for well over 4 years (based on my own input) and have added where possible. I believe in them and their story and won't be selling any time soon.

All good, Dentie.

Traders will be traders, afraid of missing out but nervous as hell because they do not share the belief in PEB?

[Casino]

I think they do add significant value to the company, but not the kind of value that a "clinical pathway" agreement with someone like Intermountain (IM) or Kaiser Permanante (KP) would add to the share price.

The difference is this:

What PEB have done so far is get on the restaurant menu. Doctors and specialists can order the CxBladder solution, which means that their dish gets bought because it is at least, one of the dishes that can be ordered. You can't sell salmon unless salmon is on the menu.

But if a "clinical pathway" agreement gets signed up, then CxBladder is the ONLY dish on the menu, because the pathway says "thou must use CxBladder because we've trialled it and it works best in these cases". That's like saying "Feeling only a little hungry sir, don't worry, we'll bring you the salmon, best thing for you", and you eat it because its a great restaurant and the head waiter recommended it.

That guarantees its use, as opposed to merely being an option. One of the big HMOs like KP or IM are significant enough that should CxBladder get adopted into the clinical pathway, then others will follow. KP, because they are huge, and IM because they are apparently one of the best healthcare management organisations in the USA.

Sorry for the long-winded analogy, but I hope this helps illustrate a bit better what will truly motivate the PEB share price in time. What has happened so far is great, and has deservedly boosted the price. Who knows, maybe its a little overpriced, certainly it was when it touched $1.70 a couple of months ago. But I wouldn't be tempted to sell some shares at the current price, or even at $1.70. There's simply too much that can happen that can propel this stock to over $2.00 by the middle of next year, and $3.00 by the end of next year.

Disc: a very happy holder.

I think this stock is a fantastic play with a bright future but the market may got it right for the wrong reasons. I'm not complaining, just observing. The important good news will follow, I hope.

[silverblizzard888]

Agreed with SparkyTheClown, this is indeed a new dish on the menu and requires people to use it in order for it to do well, but given that this product makes things easier, is cheaper and provides better results there is good reason to believe it will be used. People tend to prefer the easy option and if you've known enough doctors like I have they definitely would be in delight to use the quickest and most effortless as long as their patients health is not compromised of course.