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  1. #1
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    Default PEB - Pacific Edge Ltd

    ...as in half hour?
    Fantasy Premier League 2006/07, 2007/08, and 2008/09 Champion :-)

    "The surest sign that intelligent life exists elsewhere in the universe is that none of it has tried to contact us." - C&H

  2. #2
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    Remember BLT?

    What were your initial reason for PEB? Do they still hold? Can you afford it? What are the alternatives?
    Fantasy Premier League 2006/07, 2007/08, and 2008/09 Champion :-)

    "The surest sign that intelligent life exists elsewhere in the universe is that none of it has tried to contact us." - C&H

  3. #3
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    Default

    Actually I just mentioned it because I recall my great, great great grand-pappy telling me about him when he had steam-powered wireless

    As for BLT - one of my f***-ups but only cost a few grand so no real damage :-( Hopefully someone else will be able to advise you re PEB.

    Good luck.
    Fantasy Premier League 2006/07, 2007/08, and 2008/09 Champion :-)

    "The surest sign that intelligent life exists elsewhere in the universe is that none of it has tried to contact us." - C&H

  4. #4
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    Hancocks I think the prospectous requirements for a nissue to existing shareholders only is a lotless.

  5. #5
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    Default

    I'm not a boffin, so this is really just for discussion, but I posted this on the other PEB thread yesterday:

    I'm not brave enough to hold this stock, but it really is starting to look quite promising. On the bladder cancer diagnostic, it is worth comparing to Matritech product NPM22 Bladderchek. This is in a strong growth phase and producing revenue of around $US1.8m in the last quarter. The accuracy is not clear, but seems like it may be slightly less than what PEB are claiming. Bladderchek makes up the major part of Matritech revenues and Matritech is currently trading on a Price/Sales ratio of close to 3.5.
    PEB are behind in timeline and would need various approvals to get to this point, so probably another 3 years away. But (big assumption) if they could generate similar revenues, and P/S would make the market cap around $36m...

    That does not take into account the gastric cancer diagnostic or the possible therapeutics.

    However, there is alot of competition in these areas world wide, plus regulatory hurdles and development costs to get through, so the risk is high.

    Compared to listed biotech companies working in similar fields, I suspect PEB are very under-valued. In which case the rights issue is a great opportunity to establish a holding very cheaply. New revenue from developments within the next financial year seems very quick too. However, I believe there are alot of companies working on targetted cancer therapeutics and diagnostics and the majority will not end up being the commercial winners. So I would put it at the very high risk end of the investment spectrum and would not be investing money I couldn't afford to lose.

  6. #6
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    Default

    At the AGM, did they provide an explaination on why the Annual Report was late?
    Death will be reality, Life is just an illusion.

  7. #7
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    Default

    Have to say, that after posting here last, I went looking for the Medigen site - the company they are supposed to partnering with. The web-site did not appear to have been updated since early 2004... They did not have any investor info on the site or media releases. It did not appear that they have any commercial products (well at least in early 2004). Now, maybe I've missed something, but it did bother me that if PEB had something, they should be able to find a fairly "strong" company to partner them in it...

    Just thought I should post that here to balance out my earlier post...

  8. #8
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    Default What's Up?

    Another one where the old thread is stuck in the snitz forum.

    Anyway, what is up with PEB this morning? No action for months and now a steady string of small buyers prepared to pay up. Was there a news article?

  9. #9
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    Lizard mon, a positive report on the business tv this morning mon. Something about they can test for certain types of cancer from a urine test mon.

  10. #10
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    There could be some more good news from PEB in the coming months.They should have their funding in place by the end of the year to carry them through to commercialisation.There may also be some good news regarding the completion of the gastric cancer diagnostic and possibly a licensing agreement.

    There was also a positive article in the ODT on 31/8/07 following the AGM.

  11. #11
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    Mr. Tindall is a shareholder and he didn't turn up at the AGM for the tea an biscuits, this is why patience and following the smart money pays off.
    I don't bloody believe it

  12. #12
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    That ASB Business TV item this morning left me with the impression that they have 4 tests ready to start selling. I thought "whaaaat? how did that happen so quick", having not checked on their progress for some months.
    Didn't have time to follow up yet and find out what's happening.
    Suspect I have got the wrong impression from the TV item. Their web site still says 3 test ready for clinical trials in 2007. Mmmm, reporters!
    But I did have a minute to check depth in the morning and then see it broaden by this afternoon.

  13. #13
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    Sounds to me like your going to buy in, I've got a few had them for ages, they did get up to 17 cents awhile back they just shot up and then as quickly dropped again.
    I don't bloody believe it

  14. #14
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    Alongside Tindall are some other interesting names now on the share register.Hubbard,Baines.Todd,Masfen.
    It will be interesting to see what names appear after the capital raising.

  15. #15
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    Barney, I don't think their interests have changed. I think most (all?) of them are holdings that were previously via NZ Seed Fund (refer notice for PEBCA in Jul 2003). They distributed their shares back to individual unit holders in Sept 2006. Might be wrong there though?

    I have a small parcel of PEB in my collection of "tiny little biotech holdings that seem cheap". I think yesterday was the first day my overall collection had been in the black since I started it!

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