PEB - Pacific Edge Ltd

[Dentie]

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

Disc: Hold!

[winner69]

Depending on how the squiggly line is going I've been small, medium, large and XL

And the company did get 15 grand of my cash a while ago

[Balance]

Patience, patience and more patience.

That is kind of what PEB is about now - according to the directors and management of PEB.

Meanwhile, they are not prepared to be forthcoming with regular updates (like DIL in its earlier years) to provide shareholders and investors a feel of how they are going and track their performance. Just be patient and trust them.

Not for me, I have seen and experienced too many of the 'trust us, we know what we are doing' directors and management over the decades - all care and no transparency/accountability.

I have reduced my stake hugely and I believe there will be plenty of opportunities in the years ahead to get reset in PEB if they do deliver.

Judging by the comments from the AGM, I would say they would not be shy to raise more capital to 'leverage' off their sales 'success'.

Good luck to all the XL shareholders and for my 'Large' shareholding , here's hoping they deliver and I look forward to investing more when they deliver.

[Hoop]

Just plotted a PEB/XRO chart over past year. Very interesting info. Both are nearing their bottoming levels pre-bubble days. As per bubble tgeory, once the bubble deflates prices ALWAYS go back to pre-bubble levels. Adjusted for cap raising, this would be in the 50-60 cent range.

Also interesting to note both started siaring in exactly the same week on good news.

Question is, will XRO and PEB seperare now? One has a buy/$1.15 forecast and the other a sell/$18.25 forecast. Better hope PEB doesn't follow XRO downwards if so!

Chartwise PEB is the best it has looked for 6 months now...Is it bottoming out?

Disc: small investor** ..have 0 shares

**

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

[MAC]

Capital costs as above, COGS as estimated by Pacific Edge, royalties to Cellmid outside of COGS, corporate governance, and all the usual accountable items. As far as modelling goes it’s really not a particularly complex exercise to replicate if one references and applies company provided targets.

The Edison effort though may be a little more complex and interesting, as unlike the local brokers and investors, they have their own specialist within sector analysts basedin the UK and US. They may very well build a model based on independent market research and an estimate of the efficacy of Cxbladder within that market, rather than building a model based on company estimated targets.

[Dentie]

Patience, patience and more patience.

That is kind of what PEB is about now - according to the directors and management of PEB.

Meanwhile, they are not prepared to be forthcoming with regular updates (like DIL in its earlier years) to provide shareholders and investors a feel of how they are going and track their performance. Just be patient and trust them.

This was raised with CS & DD Balance and they assured the meeting they have taken that on board and will look to better themselves in this regard.

[Bobcat.]

Meanwhile, every offer that gets placed at 72c is soon after matched by a buyer placing at the same price a larger bid. Fight it out boys.

I agree with Hoop that technically PEB is now looking like the bulls are more in control (for the first time this year!) with an upward trendline in the making. This month's foot and knee pattern has held firm (at 62c and 64c) and the sharp lift through 70c yesterday has not been reversed by any negative sentiment or cynicism arising from investor reaction to the AGM.

Like other posters, I too am not impressed by Management reluctance to be transparent regarding Sales figures for the past three months (which would not be hard to dig out) and their either arrogant or (more kindly) naive attitude towards disgruntled investors, expecting us to effectively suck it up and simply trust them...but this pup may now have some legs to get up a lot closer to $1...in spite of its already inflated Market Cap.

Discl: holding, but ready to sell on any indicated weakness.

[Beagle]

Patience, patience and more patience.

That is kind of what PEB is about now - according to the directors and management of PEB.

Meanwhile, they are not prepared to be forthcoming with regular updates (like DIL in its earlier years) to provide shareholders and investors a feel of how they are going and track their performance. Just be patient and trust them.

Not for me, I have seen and experienced too many of the 'trust us, we know what we are doing' directors and management over the decades - all care and no transparency/accountability.

I have reduced my stake hugely and I believe there will be plenty of opportunities in the years ahead to get reset in PEB if they do deliver.

Judging by the comments from the AGM, I would say they would not be shy to raise more capital to 'leverage' off their sales 'success'.

Good luck to all the XL shareholders and for my 'Large' shareholding , here's hoping they deliver and I look forward to investing more when they deliver.

Well said.

sorry Dentie but for me the PEB board are just like a batsmen who says"it's a good pitch so if I play well and things go my way I will get a century" but currently he is sitting on 1 not out.
No real result until the runs are on the board.... still only an investment in hope and promise.
Still a highly speculative investment and there is nothing wrong with having a small portion of your portfolio in these sort of stocks.

When I see them hit one over the boundary fence and score a six I'll get interested again and not before.
With some previously alleged controversial director behaviour ("pump and dump") I'd be very cautious giving these guys too much trust.Trust is earned, not given.

[skid]

Chartwise PEB is the best it has looked for 6 months now...Is it bottoming out?

Disc: small investor** ..have 0 shares

**

Well I jumped in, (65) purely from the FA prospective that,before all the hype,I reckon this is about where it should have been (70s)--but it is good to hear your TA opinion as well Hoop and BC.

I think its time to start thinking of this co as hopefully a solid slow growth co with potential and not some get rich quick scheme.

This is not a product that Americans are going to hear about and rush out and buy(like the latest tech toy)

Its a medical test that will need time to hopefully be successful and save some lives at the same time if the management are up to scratch--Thats where Ive given them the benefit of the doubt at this price ,at this point in time.

Up to the next sales figures ,it will most likely depend on whether SH and institutions agree or if they get someone on board like a US co or insurance outfit who would spike sales along

[winner69]

PEB heading back to 90 plus .....nice

Just failed last time ...this time will be different methinks

Hope the sermon is a rip roarer this arvo.

Yes the sermon was a rip roarer and is doing its job. Nice touch putting a good story on the NZX this morning as well

Has to 90 cents plus this time around

One XL whoopee