PEB - Pacific Edge Ltd

[Whipmoney]

Perhaps the converse is true also Karen, with Pacific Edge projecting 81% gross margins for cxbladder, MDK royalties, as an operating expense, will barely make a blip in their income statement.

Yet could be lucky to break even in the next 5-7 years due to ongoing R&D and sales/marketing expenses.

[MAC]

Yet could be lucky to break even in the next 5-7 years due to ongoing R&D and sales/marketing expenses.

I’m sorry to have to say that you may well be disappointed in your analysis Whipmoney, PEB told us at the time of the AGM that they could break even this financial year [1]. IMHO it’s more likely to be HY15 (November 2014).

My estimate is that this would require circa 21,000 US tests to cover costs and to turn a profit, but then as we know, PEB have already also told us that they expect to be “processing several tens of thousands of tests” within 2014 [2].

And well yes, most informed shareholders would actually see R&D as a positive within a company like PEB full of extraordinary research people and with a history of performing such R&D at one tenth the cost of what it may otherwise cost abroad [3].

The more well managed R&D, the more products entering the commercialisation pipeline, the more long term cashflows generated, fantastic.

References:

1. http://www.odt.co.nz/news/business/2...-100m-forecast
2. http://www.odt.co.nz/news/business/2...-edge-business
3. http://www.nzherald.co.nz/business/n...ectid=11178639

[whatsup]

ALL TIME HIGH $1.76 whatsup ?

[Lost in space]

ALL TIME HIGH $1.76 whatsup ?

More buyers than sellers...... Expectations are raised for anticipated announcements/NZX50 over next 8 weeks.

[LegendOfRiot]

Maybe a combination of pent up demand and anticipation of upcoming positive announcements.

[Harvey Specter]

The entry in to the NZX50 is known with only positive announcements possible before then limits downside risk. Who would sell, but I am sure plenty are willing to buy.

[warthog]

While it is all very well for PEB holders to be optimistic and generally bullish about their prospects aren't some showing signs of going all Jordan Belfort on us?

We all DON'T KNOW that PEB will be saying anything specific anytime soon other than what is expected in terms of reporting and some price movements are just a cluster of buying and have little or no significance.

If Brighton_Early is so confident that PEB will be "well over $2 by March 21" the hog is happy to enter into an arrangement whereby Brighton_Early can take advantage of this prediction, being seemingly unlimited potential upside above $2

[Harvey Specter]

We all DON'T KNOW that PEB will be saying anything specific anytime soon other than what is expected in terms of reporting and some price movements are just a cluster of buying and have little or no significance.

We expect a NZX50 announcement so that is probably enough. Any other announcement, if any, will most likely be positive which is the icing on the cake.

[warthog]

Private message me warthog... I'll take you up on that!

If you had done your research you would know we are expecting a number of contracts to be announced over the next six weeks. Here are a few given you are too lazy to look:

- Kaiser, Intermountain and other HMOs
- DHBs.

Judging by the price action one of these can't be too far away!

So how many PEB shares would you like to purchase from the hog for $2 at which date in March?

[stoploss]

Private message me warthog... I'll take you up on that!

If you had done your research you would know we are expecting a number of contracts to be announced over the next six weeks. Here are a few given you are too lazy to look:

- Kaiser, Intermountain and other HMOs
- DHBs.

Judging by the price action one of these can't be too far away!

Price action might suggest they pumped it up to get a decent bid on the 500K that just went through at 170 …….