PEB - Pacific Edge Ltd

[nextbigthing]

It has been a very positive year for PEB as proven by our income statements;

Sales of CXBladder $15000
Refund from Oneroom $30000

Management see excellent growth next year, as we're hoping to use Oneroom twice next year leading to a doubling of these revenues


Disc) Lighten up PEB bulls it's just a joke

[Xerof]

Whoops, wrong thread. Sorry there is no similarity between chips for GPS and test tubes. My apologies

you could delete the post if you really wanted to Winner

Could someone post if they see the replay has become available please. Hopefully it covers questiontime and has close-ups for reading body language and eye shifting

[winner69]

you could delete the post if you really wanted to Winner

Could someone post if they see the replay has become available please. Hopefully it covers questiontime and has close-ups for reading body language and eye shifting

They put the presentations and speeches up but no movie yet

[Schrodinger]

Some analysts in the USA employ body language experts to
analyse the CEO during an earnings announcement in the hope they can actually work out what is happening. Most of these events are pure spin.

Question for the serious investors: what exactly was announced for expected earnings results or was this another smoke and mirror exercise by PEB?

[MAC]

Base Case Valuation: FY15 $1.85

Happy as always to further share and compare analysis, research and replication offline with those whom may have a genuine interest in doing so.

Sensitivity Analysis:

Base Case (as below)	$1.85
De-risked Valuation WACC 10.0%	$2.50
High Risk Case WACC 13.5%	$1.50
Revenue Target One Year Early (FY18 NZ$100M)	$2.30
Revenue Target One Year Late (FY20 NZ$100M)	$1.50

Base Case Basis:

DCF, WACC 12.0%, 30yr PG 3.0%, NZ$100M in revenues at FY19 as affirmed by Pacific Edge, profitability by HY16, gross margins 81% as estimated by Pacific Edge, no significant capital outlay required until laboratory extensions are needed $6M at HY20 and $6M at FY22, long run exchange rate USD0.85. This base case does not include revenues from non commercialised pipeline products presently within development, nor does it include a valuation of patents and non commercialised IP.

[Carpenterjoe]

Just read the latest Cellmid newsletter,

The test is commercially available and is now generating early revenues in Australia, New Zealand and most significantly in the USA.

Good to see some Australian sales.

[psychic]

http://www.odt.co.nz/news/business/3...old-be-patient

[winner69]

Suppose the only excitement round here for a while will be the much anticipated release of the investor commissioned Edison report

Jeez they better do better than the 'rumoured' $1.40/$1.70 range seeing MAC has $1.85 on it now.

[Balance]

http://www.odt.co.nz/news/business/3...old-be-patient

Wow, "Chief executive David Darling said while the company's US lab could handle 260,000 tests at present, it could be expanded to meet the opportunity of two million tests.

''It's the scale and accessibility which is paramount to success,'' he said."

Can't wait for the market to open.

[winner69]

Ok, so this does actually contain information that I would consider new and potentially useful. Nice.

I think we need to focus on this 2 million tests figure .......better than tens if thousands

What's 2,000,000 tests worth in revenues?