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  1. #18701
    Advanced Member
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    I would be very worried if the amount of sales were already as slow or slower than they already were.

  2. #18702
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    Oh, and one question from the floor, "Can we get monthly updates?"

    Chairman, head in hands, groans from the team...

    Answer, "A lot of work and a bit too commercially sensitive, but they are thinking of quarterly updates... at some point..."

  3. #18703
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    Kiora,

    I didn't get the impression sales are slowing, after all there were the 2 big contracts that were signed 4 months ago so paid testing will be increasing.

    More that covid has slowed down further expansion in the short term.

    If the vaccines work news sites indicate that by mid 2021 covid will no longer have its massive grip on the world.

  4. #18704
    Junior Member
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    Oct 2020
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    nz
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    A little more action with PEB before the start today...

  5. #18705
    On my rounds and just a little behind..
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    Feb 2015
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    272

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    Somebody liked the sausage rolls and Dave's new haircut at the meet and greet.....

  6. #18706
    Junior Member
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    May 2020
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    Auckland
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    17

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    What happened at the meet and greet?

  7. #18707
    AWOL
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    Quote Originally Posted by Poverty View Post
    What happened at the meet and greet?
    Something positive by the looks of the SP.
    Makes a change.
    Last edited by Minerbarejet; 02-12-2020 at 10:32 AM.

  8. #18708
    Senior Member
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    Hastings, , New Zealand.
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    The canapes must have been hot & spicy, cos its got things going this morning.

  9. #18709
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    Jul 2020
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    Wellington
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    It's also hope that a successful vaccine will eventually lift sales in US.

  10. #18710
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    Quote Originally Posted by Poverty View Post
    What happened at the meet and greet?
    Read back over the last few posts. End of page 935 onwards. I did my best to describe it and my thoughts from it.

  11. #18711
    Junior Member
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    May 2020
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    Analysts pick Pacific Edge to double in value Jarden initiates coverage with a bullish outlook. - NBR

  12. #18712
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    Quote Originally Posted by Pegasus2000 View Post
    Analysts pick Pacific Edge to double in value Jarden initiates coverage with a bullish outlook. - NBR
    Thanks for the heads up Pegasus.

  13. #18713
    Junior Member
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    You are welcome, Longhaul!

  14. #18714
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    Phenomenal growth in telehealth in the Medicare arena
    From the CMS
    “During the COVID-19 pandemic, actions by the Trump Administrationhave unleashed an explosion in telehealth innovation, and we’re now moving tomake many of these changes permanent,” said HHS Secretary Alex Azar. “Medicarebeneficiaries will now be able to receive dozens of new services viatelehealth, and we’ll keep exploring ways to deliver Americans access tohealthcare in the setting that they and their doctor decide makes sense forthem.”
    “Telehealth has long been a priority for the Trump Administration,which is why we started paying for short virtual visits in rural areas longbefore the pandemic struck,” said CMS Administrator Seema Verma. “But thepandemic accentuated just how transformative it could be, and several monthsin, it’s clear that the healthcare system has adapted seamlessly to a historic telehealthexpansion that inaugurates a new era in healthcare delivery.”
    Finalizing Telehealth Expansion and ImprovingRural Health
    Before the COVID-19 public health emergency (PHE), only 15,000fee-for-service beneficiaries each week received a Medicare telemedicineservice. Since the beginning of the PHE, CMS has added 144 telehealth servicessuch as emergency department visits, initial inpatient and nursing facilityvisits, and discharge day management services, that are covered by Medicarethrough the end of the PHE. These services were added to allow for safe accessto important health care services during the PHE. As a result, preliminary datashow that between mid-March and mid-October 2020, over 24.5 million out of 63million beneficiaries and enrollees have received a Medicare telemedicineservice during the PHE.


    The growth appears to be from 15000 to 875000 per week using a 28 week time frame
    Last edited by Minerbarejet; 02-12-2020 at 02:02 PM.

  15. #18715
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    Aug 2020
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    What was the forecasted date on that article for it double in value?

  16. #18716
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    Quote Originally Posted by James564 View Post
    What was the forecasted date on that article for it double in value?
    Their target is 12 months

  17. #18717
    Senior Member pierre's Avatar
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    Jarden's 12-month target price is $1.40. The valuation was based on a 10-year discounted cash flow analysis. (They are estimating ~1m tests in the final year of the DCF forecast.)

    Their analysts estimate the company will remain loss-making until March 2023 when it would potentially make a net profit of $17m from revenue of $57m. They estimate revenue of $900m in the year to March 2030.

    Important to note that funds managed by Jarden subsidiary, Harbour Asset Management, hold 14.5% of PEB so there's a vested interest in this outcome.

    Nice to see analysts taking an interest at last though.

    And even if PEB gets only halfway up the hill towards $1.40 in the next 12 months there will be some happy holders - including moi.

    Bonne chance to all holders.

    DISCL: PEB is currently 17% of my portfolio - looks like it could get quite a bit higher!
    "Don't be afraid to take a big step if one is indicated. You can't cross a chasm in two small jumps." David Lloyd George

  18. #18718
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    Merci for posting Pierre.

    At 75c the Mcap is $544M, so to wait 3 yrs to get to a miserable $17M profit on todays price, never mind double, doesn't look exciting.
    Whats happened to fundamentals these days, have they gone mental?

    2030, now thats tastier, but a long way away.

    It's enough to weaken a bloke's bladder
    Last edited by Getty; 02-12-2020 at 04:02 PM.

  19. #18719
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    Merci Beaucoup Pierre, was the Jarden analysis based on Current Commercial Arrangements that PEB has signed thus far?

  20. #18720
    Senior Member pierre's Avatar
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    Quote Originally Posted by Getty View Post
    Merci for posting Pierre.

    At 75c the Mcap is $544M, so to wait 3 yrs to get to a miserable $17M profit on todays price, never mind double, doesn't look exciting.
    Whats happened to fundamentals these days, have they gone mental?

    2030, now thats tastier, but a long way away.

    It's enough to weaken a bloke's bladder
    Haha. I hope my bladder stays in good condition and allows me to hold on till 2030! SP target is $1.40 next year - what will it be when the revenue hits the $900m mark?

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