wow, cool graph iluab! Did you make that yourself?
Says it all. Look forward to responses from the believers.
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wow, cool graph iluab! Did you make that yourself?
Says it all. Look forward to responses from the believers.
I see no joy in seeing the share price tank. I really wanted this company to succeed but it has been stinking for months with enough opportunities for holders to exit. The biggest mistake I have made as a young 'un was to hold on to companies like PEB telling myself that my view is longterm anyway. Swimming against market sentiment is a dangerous and costly game.
Okay, I'll have a look at some point.
Not too much has been revealed in these HY results, but I would suggest they haven't gone backwards either. Their big 'transformational' customers are a work in progress, and I expect cut-through at some point (though I cannot put my finger on when the likes of Kaiser, Tricare, and urologists in the VA space will give the all-clear for mass-use).
I am pleased they have published HYearly lab numbers, though I would like it better if they were expressed monthly. The trend is in the right direction though.
I still hold to the view another capital raise is likely, particularly if there are more delays. What occurs by end of January 2017 would be crucial in my mind.
I do believe they are more likely to succeed, than becoming insolvent, from a long term perspective. Hence I will still hold, as my timeframe was always long-term.
Ta, just for general interest for all, here's the Wynyard graph that ultimately led to their demise.
Attachment 8482
Just takes the old mates at Kaiser to say sweet as bro to 106,000 tests and things are looking good.
A lot of the evidence would suggest they're going to, their own analysis report on the User Programme will be very interesting. Let's just hope this happens in the next 6 months.
Disc: Sold half my holding at a loss last week...house reno. Holding the other half between clenched buttcheeks.
Thank you for posting, really does show the huge difference between PEB and WYN, as I have previously noted a few pages back... WYN did not increase their revenue for 2 years, the signs momentum had stopped were extremly clear 'way back' with hopes poised on big one off secret contracts (but as per usual with anything positive on this thread, was either ignored or barely discussed... always more exciting to scare with the "when's the next cap raising")
Meanwhile over on the BLT thread, GR8DAY makes this observation
..............and further to LEFTFIELDS comments JONU. HOW'S THIS FOR A MARKET VALUATION COMPARISON THEN:
Pacific Edge just announced their 6monthly (Blis did the same last week) One could argue both companies working in a similar sector (BioTECH?).........BOTH hail from Dunedin University NZ.........BOTH reported revenue of $3.8m..........BOTH MADE REVENUE GAINS OF 41/42%.........PEB reports yet another loss of $11.3m.........BLIS reports a growing PROFIT of $428k with a forecast full year of $700k (im picking conservative)
YET..........(drum roll please) PACIFIC EDGE (the company) currently has a Market Cap almost 4 times that of BLIS!!
........which naturally begs the question......is PEB way over-valued OR is BLIS way under-valued. Well given the fact that once-upon-a-time PEB was valued by the market at around a whopping $600m I think we can pretty much take it that BLIS is WAY-UNDERVALUED by comparison. In fact I would add, I personally believe that 2c you came up with JONU needs a zero behind it..........if not now maybe in a year or two. Look for the trend Mr Market, it's right their in front of you..........wakey wakey!! (DYOR)
oh my god TJ. You really are a troll. How could you possibly look at that chart and conclude anything other than that things are very bad for PEB??