Parallels with Xero. Hope they both make it but too risky for me atp.
Printable View
Parallels with Xero. Hope they both make it but too risky for me atp.
In many ways, it is very different to Xero, much smaller, and not software.
Just had a listen to the conference call (who else has?) seems like their expansion into South East Asia could result in a revision up of their $100m forecast (which even I realize is quite 'lofty')... David does seem to have very, very good knowledge on basically every part of the business, which some may expect (which is understandable), but it still gives me confidence.
Parallel in Growing pains
Waiting for the typist to finish deciphering and getting a transcript up.
Someone on hotcopper just suggested that maybe PEB is going to make an offer on CDY. Hair tonic should provide a bit more growth.
Wouldnt need to pay royalties either.:)
The bit that hoses me off is the receivables going up by a million.
Why are we subsidising the American Medical System? Sure its an asset, assuming they pay, eventually? Suppose it will flatten out.
Could indicate a large upswing very recently though that hasnt had time to filter through.
And: First KP patients in the next week or so for Triage evaluation-
Triage to be launched USA in June 2015. From presentation.
2+2 says the product needs to be launched before KP can make a start. Make sense?
Lets get on with it shall we.
Despite DD oft saying they were good questions, I didn't think they were at all. A lot of background colour was indeed added, but no-one really got a direct answer to their question, nor were the questions very penetrating. DD alluded to an earlier briefing, perhaps to Analysts only, at which more searching issues were hopefully raised and answered. But if thats the best our local Analysts can come up with, then I'm afraid I have to rank them in line with our financial journalists.........who in turn are only just above politicians and real estate agents.
but thanks hancocks for posting your thoughts, and the link, much appreciated.
I get the feeling they are on the verge, whether its a cliff or not, time will tell.
I'll support them for another year, and take up the rights, but it will need to be serious Moonlight this time next year
I think investors are not happy because PEB has said they would not need another capital raising
I personally feel that this cap raising is that they have woken up to the importance of marketing.
and that takes cash..
In terms of sign ups-I dont see much happening till 2016 when Kaiser comes through,but thats just my opinion.
I wonder what the revenue (and Im talking sales-imo grants are just a sideshow)works out to be per salesman.
Do you think targeting urologists instead of doctors is the right approach?
I would be interested to know how long you, or others think it will take to reach their target.
I dont think they are dead in the water like nsome say--but I do think the game has changed considerably--for this year
I think you missed the third and most obvious reason it was a surprise - they said they wouldn't need one! I support PEB, and will continue to do so, but this latest announcement definitely has shaken things up. How well can we trust their prior guidance? Or any of their guidance?
They have a great product and I am hopeful that things are just ticking over slower than expected. Things could end up going really well for PEB, but invalid guidance like this is exactly why this thread has so much negativity, and it isn't all misplaced.
I am glad that sales have ramped up somewhat. The product isn't dead, it is early days and we have been shown that it can sell. It is just going to take time. A lot more time than they have been hinting at so far.