PEB - Pacific Edge Ltd

[Tsuba]

Yes more ducking and diving amongst the trenches. Lobbing grenades. White flags and maybe even a bit of side swapping A Miner. ( in reference to #11113 )

[MAC]

What fixed costs are you assuming in your DCF, MAC?

It’s a relatively a scalable product without much incremental capital cost. Pacific Edge in the past have estimated gross margins at 81%.

The US and backup NZ CLIA labs are fully constructed and paid for already, one must though allow for additional lab equipment as sales grow, but that is not great in the big picture. As a conservative measure I’ve also allowed NZ$12M for new laboratory construction beyond FY19, as I feel that if Pacific Edge do hit the five year target they will probably make a decicion to build and expand further at that point in time.

[nextbigthing]

You were the one that started it

Are you going to tell on me to Mum?!

Chill out NG I'm just having you on . A more appropriate reply from me perhaps would have been 'I'm not sure JIT would be practical in this scenario NG however I saw nothing that indicated they are about to expand the lab now so don't worry about wasted capital

[Dentie]

I'd be interested to know how much skin you all have in the game. Perhaps we could use the following categories to gauge people's actual commitment to this?

Small: 0 - 999 shares
Medium: 1,000 - 9,999 shares
Large: 10,000 - 99,999 shares
XL: 100,000+ shares

I'll bet most, if not all, of the positive holders who believe in what our Company is trying to achieve are in the "Large to XL" size!

[Dentie]

yep lots of fish, water was bloody cold.
No offence intended Dentie but of course you were going to hear what you wanted to hear at the AGM.
Given there are no fundamentals to support the company(yet) these speeches are particularly well rehearsed and have a target audience.

How can you rehearse for questions that might be asked at the after match??

[Okebw]

I'd be interested to know how much skin you all have in the game. Perhaps we could use the following categories to gauge people's actual commitment to this?

Small: 0 - 999 shares
Medium: 1,000 - 9,999 shares
Large: 10,000 - 99,999 shares
XL: 100,000+ shares

Medium. Though it's now on par with the majority of my holdings

[winner69]

Nice little announcement to the NZX this morning.

Wonder if the movie files have been lost in the fiasco ....never to be found

[Dentie]

Well, let's hear it then!

I'm XL.

Yeah - we know you are an XL NG. I just made simple statement that doesn't need to be followed up.

[Minerbarejet]

I'd be interested to know how much skin you all have in the game. Perhaps we could use the following categories to gauge people's actual commitment to this?

Small: 0 - 999 shares
Medium: 1,000 - 9,999 shares
Large: 10,000 - 99,999 shares
XL: 100,000+ shares

I would be most interested to learn how 0 constitutes a small holding in PEB
Do you also require multiples of 100,000 to be 2XL, 3XL, etc.
I really dont think its necessary to know how much others have in the game, perhaps just a simple: Disc: hold, is enough surely.
Disc: Hold

[Dentie]

come on Dentie, these guys have been around a while now.
They are highly intelligent and experienced people who have done this many times before so I am sure they would have been will aware of what questions to expect.

You've been round a bit too Snaps so you would (should) know there is more to this game than just words (that may, or may not have been rehearsed).