PEB - Pacific Edge Ltd

[MAC]

Yes MAC, I think it would be just great if DD could do another interview like this, but get it done in-house for the PEB website, explaining where the technology is at now and the nature of the multi-faceted task facing the marketing team. Also perhaps mentioning the two new products in the portfolio that must be just about ready now. It wouldn't be hard for a good PR company to set this up, with a professional interviewer properly briefed with some hard questions that our members could provide. It mustn't just be soft-soap, and should have input from Jackie's team as well.

It could even serve as a useful adjunct for the marketing team - something that potential clients could find on the site, including those outside the areas being covered by the team at present. The first video is great as an introduction to the underlying science, and DD is an excellent communicator. The second could follow on from it, and could demonstrate that PEB understands the full range of clinical and professional issues faced by a practitioner in deciding whether it would be safe, practical, ethical and economical to switch to CxB. And to the patient's benefit.

Yep, another would be a good thing esp for those who don’t have the idle time some of us do and just want a summary.

I think perhaps we may all have just got that at the AGM though, it was a shame I would agree that the video recording didn't work, perhaps if enough folk make a request on that basis another double shot might follow, who knows.

The close work they have done with clinicians, the development of the quite specific value propositions (clinical and commercial) and the marketing strategy they have adopted all speaks for itself quite thoroughly though really.

[NT001]

I was definitely NOT suggesting that a David Darling video should attempt to give more detailed or frequent financial information. My concern is that some members of this thread seem to spend a lot of time trying to speculate on issues such as whether US urologists will be deterred from adopting CxB by such factors as collegial rules, traditional diagnostic training, Cancer Network guidance, professional liability insurance contracts, legal pressures and concerns about competing new techologies offered by US pharma.

Some aspects of the marketing campaign were apparently touched on in the Q&A section of the ASM but not in detail and apparently no record was kept when the video transmission fiasco occurred.

There now appears to be a concern/assumption among some on this thread that PEB may not have much of a clue what it is doing now that it has moved into the marketing and commercialisation phase in the USA, a market renowned for its multi-layered regulatory environment, its enormously powerful pharmaceutical corporations and its penchant for medical litigation. I'm not saying that perception is widespread, but it's been coming through strongly in some rather acrimonious postings.

PEB is not quite your typical NZSX company. As DD has said, it's almost like a family firm. Many of those with shares care deeply about it, have faith in it. I'm one of those. Recently the company showed excellent initiative by bringing the head of its US marketing team to NZ and arranging for its ASM to be webcast. Total disaster, as we all know. But worse still, the disaster continues because of the information vacuum that continues as regards the marketing strategy and campaign. Information vacuums allow incorrect and negative perceptions to become deeply embedded.

I agree with those who suggest PEB is already issuing enough financial information. Providing more would probably only help CxB's competitors, and the traders. But I would like DD, who is an excellent communicator, to arrange for a follow-up to the video he did with interest.co.nz just under a year ago. That first video covered the early scientific phase of the company's operations. Now it's time to describe how CxB is being marketed - the strategy, and the reactions it's getting. The hoops PEB has to jump through, both with the regulators and in persuading urologists and others in the US why they should adopt a test developed in far-off NZ, and what's in it for them and their patients. No big secrets, nothing share-price sensitive. Just someting to fill the information gap that at present is engendering negativity and fear within the "family firm". I plan to suggest this to DD.

[MAC]

Yep, I'd agree with all that.

Although, those you refer to are largely just knockers knocking, they don’t have any real genuine interest or concern for that matter, they just get their jollies by making up area 51 conspiracies and attempting to scare newbies, just pathetic and lame to everyone else really.

NT, have you got all the commercialisation presentations, and the 2011 and 2013 capital raising docs, etc, ?

[MAC]

Serious question MAC. As with any stock, do you have an exit strategy if the story changes for the worse? Not knocking, just asking.

Ok, so a serious answer is fair then, I do Moosie, you may have seen my SUM exit play out a few months ago after having been a happy holder for over two years.

I don't re-balance a lot at all really, increasingly less has proved more prosperous for me over the years, although it does take balls of steel at times, I’ve made just five buys and sells in the last twelve months, two of which were rights issues.

My exit strategy for Pacific Edge is similar to most of my growth portfolio holdings, any of which would see me sell;

a) Growth plateauing (it's just the beginning though for Pacific Edge)
b) On notice after a first dividend announcement
c) The end of the bull cycle (I do a lot of FA work on this per the other thread)
d) A fundamental shift in the underlying efficacy of the company (watching all the time)

[couta1]

Ok, so a serious answer is fair then, I do Moosie, you may have seen my SUM exit play out a few months ago after having been a happy holder for over two years.

I don't re-balance a lot at all really, increasingly less has proved more prosperous for me over the years, although it does take balls of steel at times, I’ve made just five buys and sells in the last twelve months, two of which were rights issues.

My exit strategy for Pacific Edge is similar to most of my growth portfolio holdings, any of which would see me sell;

a) Growth plateauing (it's just the beginning though for Pacific Edge)
b) On notice after a first dividend announcement
c) The end of the bull cycle (I do a lot of FA work on this per the other thread)
d) A fundamental shift in the underlying efficacy of the company (watching all the time)

Interesting that you exited Sum as apart from its recent downtrend(Short-term IMO) it must still tick all your boxes long term and is still in its early days of development.

[Schrodinger]

So with 2 months to go what is everyones expectations for the next financial results? I note that the new NXT market requirement to have quarterly updates and havent seen any financial/performance metrics from PEB for a few months. For followers of this stock do PEB release quarterly updates and if not why does the NXT require them but not NZX main?

[robbo24]

thanks OB but as you well know,if you are in the insurance game, getting a hold of large cooperate malpractice policy documents for the US is virtually impossible. Does not mean this is not a huge headwind for PEB.
But I appreciate your challenge and look forward to you eventually adding some value to the thread.

Oh well in that case I suppose everyone can take your word for it that: (1) Insurance policies say what you say they say, and; (2) They are impossible to obtain because you say so, and; (3) Your Dad is an insurance expert therefore your vaguely scrawled opinion on the matter holds weights.

Tui plz.

[Schrodinger]

Yes I understand main board rules, but I assume the quarterlies include operating metrics (volume) as the bare minimum for NXT. What is interesting is that PEB does not do quarterly updates (volume/sales) but companies on the NXT will be rquired to?

This should be a signal for PEB to release their quarterly metrics so we can track them better. I see no reason for the less regulated companies on the NXT to update on financial metrics more than a main board company. Before we get a string of email from MAC etc this is how I interpret the new rules and for companies that do not report their volume metrics each quarter this should force them to.

[robbo24]

Oh well in that case I suppose everyone can take your word for it that: (1) Insurance policies say what you say they say, and; (2) They are impossible to obtain because you say so, and; (3) Your Dad is an insurance expert therefore your vaguely scrawled opinion on the matter holds weights.

Tui plz.

Here's a few to start with, from all over the world. Negligence is negligence. If using CXBladder is negligent then the doctor is covered. The propositions you make are becoming more and more fanciful.

http://www.vero.com.au/vero/sites/de...cy-wording.pdf
http://www.dualaustralia.com.au/file...ce_Wording.pdf
http://www.hiscoxbroker.co.uk/shared...-prods-ins.pdf
http://www.agdore.com/assets/documen...al_UK_2013.pdf
http://www.willis.com/Sites/Canada/D..._LIABILITY.pdf
http://www.irda.gov.in/ADMINCMS/cms/...ALPRACTICE.pdf
http://www.teamcare.com.au/Include/E....asp?FileId=82
http://www.mdanational.com.au/media/...ding%20v.8.pdf
http://www.macqund.com.au/downloads/...ing-MUML11.pdf
http://www.woodina.com.au/sites/defa...ding_09_12.pdf

[robbo24]

another of your informative post clogging up this thread.... way to go OB.

Please ask your Dad for his comprehensive analysis of these policies. Or perhaps you can use your channeling abilities to use his knowledge and expertise, as you claim to be able to.