PEB - Pacific Edge Ltd

[geo]

You've made it clear you are no longer a shareholder Moosie ...so, why should you give a toss about the company - or those of us still invested?? Why should you care? You were lucky to get out near the top - so you looked after yourself well - please don't pretend you are looking after our best interests now. That's crocodile stuff...

I don't think Moosie was lucky to get out near the top,,he's a savvy guy he got out because they were overvalued.

[MAC]

I don't think Moosie was lucky to get out near the top,,he's a savvy guy he got out because they were overvalued.

Ha yeah, it’s a time horizon thing isn’t Geo.

Some would say others have done even better buying in at 18c, just two years ago (+260%). They may say the same thing if or when PEB is a $5 stock in a couple of year also, let’s see.

Many of the heated debates on this forum arise just because people are not aware of each other’s investment strategies and time horizons.

[stoploss]

PEB gets a mention here .IN the CDY update today ....

http://www.asx.com.au/asxpdf/2014081...q6pd4r6wn0.pdf

[Minerbarejet]

PEB gets a mention here .IN the CDY update today ....

http://www.asx.com.au/asxpdf/2014081...q6pd4r6wn0.pdf

Nice to see that Cellmid is looking after our fourlegged friends.
(Hare Care)

[Balance]

I think it's more that in finals rugby (as with many other sports), the games are tighter and less free flowing, and this doesn't suit the AB's attacking game. They're at their best when both teams are throwing the ball around and there are counter-attacking opportunities.

Champions play to all kind of conditions - by definition, that makes them champions.

I still shudder everytime I think of how the ABs under Taine Randall fell to pieces against the French - he should not have been made captain with the benefit of hindsight.

At least with McCaw, I believe Paddy O'Brien's favorite referee, Wayne Barnes, was completely out of his depth and made the most basic refereeing errors - impossible for any team to win when you have an idiot for a referee.

[MAC]

Agree with most of that Balance,

In addition I would add that one may benefit by considering that, just as with many companies entering a new market, there are some influences that management can precisely control and some that they may not have as much direct schedule control over.

That’s why long term strategic goals are appropriate over shorter term guidance at an early stage, that may change over the next couple of years, let’s see, but right now they are at the very start of a five year plan.

Insurer agreements happen when the insurers are ready, governmental approvals happen when bureaucrats decide to pick up a pen. Plus or minus six months even is noise in the big five year picture and the relative performance of management on such matters has to be contextual.

I would tend to split the view on management performance;

The NZ CEO and management skill set for PEB should be matched to laboratory management, R&D, establishing value propositions with good gross margins, and maybe selling into the local market as, well, a smallish test bed market for the tech.

The US CEO and management skill set for PEDusa should be matched to the management of sales & marketing, negotiations, governmental liaison, business strategy, market analysis and general commercial roll out.

We seem to be at a formative spot in that transition from NZ to US management.

It will be very interesting to receive some forward vision and outlook from JW at the AGM.

[Minerbarejet]

You back in Bobcat? See most of 64 got taken out.

[Balance]

We seem to be at a formative spot in that transition from NZ to US management.

It will be very interesting to receive some forward vision and outlook from JW at the AGM.

I had a meeting with someone who told me of one of his US contacts applying for a job with JW last year. His contact worked for one of the major pharmas. He did not get the job but made the point that he disagreed with the sales strategy being promoted by PEB. In the States, you have to feed the doctors and specialists with commissions and fees for recommending and using your products. Cheap actually means nothing there.

Anyway, one person's view.

[MAC]

One would think there was a reason for being rejected and probably for an opinion too.

I've worked in the US but not in sales, so wouldn't know about that actually, it does seem though from respective CV’s that both Jackie Walker and Jack Atchason have quite a lot of good solid prior experience in building successful biotech startups and selling into that market.

I imagine they are probably doing what has worked well for them in the past.

That strategy of working closely with the LUG’s and offering ‘free mini user programmes’ to selected HMO’s is worth something to them, along with the clinical value propositions, and the one third reduction in work up costs.

Chasing individual urology practices which are outside of larger managed organisations with “incentives” may happen too at some point, who knows, wouldn’t have thought that was a priority for PED just yet though, perhaps when they have the big boys signed up and have bought 20 flash cars for the proposed 20 sales folk yet to be hired.

[nextbigthing]

Any guesses as to what we're going to get out of the AGM?