Hi Dellow, Cellmid were due royalties upon the occurrence of the first US commercial sale which occurred in July 2013, so this should be a correct expectation of payment by Cellmid.
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That's great feedback from PEDUSA Hancock's, thanks on behalf of all.
I followed the 'inspire' thread and thought that you helped and guided them in a neutral way that was clearly appreciated.
There are always a variety of investors at differing levels of research and this kind of feedback provides good positive reinforcement of the background activity within a company that many anxiously consider are sitting right on the tipping point of a long awaited ramp up into full commercialisation.
Although some including myself would like a little more information flow from PEB, all the ducks are now in a row, and we must simply just wait and be patient for PEB to report.
My very frank opinion is that it will be torpedoed - a big healthcare company will buy the company for 10% of its real value to them.
That's just the way NZ shareholders are.
As I wrote before, $1 per share offer price should see an acquirer get at least 50%. Heck, Masfen and Tindall are already selling around current levels!
I think investors would be silly and kick themselves later if they sold at $1. By this time next year, realistically we most likely will have confirmed sales heading North very quickly and a $3-$4 SP. The potential capital gains in this one would outweigh the opportunity cost of almost any other investment, so why sell now? I will sell them my shares for $15 each :-)
I tend to agree. I'm very positive about the future of PEB but some of the sales claims and the general pick-up of account time frames I think are at least 6 months ahead of what their actual times will be . I'm predicting that we could potentially see a couple more nz DHBs on board by early mid-2014 and a noticeable pickup in US sales in mid-late 2014. I see the next financial report making traders nervous but offering good gains for holders that will buy in again at a lower price say 40-45 cents. But for those that are wanted huge gains in the next quarter ( I would love for that to happen) but I can't see it happening as we want it to.
I agree with you Balance. For some reason in NZ - we take a very short term view of things and sell for some $$$ waved in front of our noses without thinking about the bigger picture. Political I know, but look how much we sold those 2 French agents for over the Rainbow Warrior bombing ... and those Ozzie low ballers are another good example. They wouldn't even bother trying it on here if we weren't so gullible. I will be 1 disappointed vegemite if PEB is allowed to be purchased for under $3!
Not sure why any shareholders selling around the current price would want to team up to prevent a takeover at a higher price.
Most fund managers will sell if the price is right, especially if they are already sitting on large gains.
If K1W1 was selling, surely we would have seen a notice re change in substantial shareholding.
I agree, and certainly hope a takeover does'nt arise. However, I have a somewhat cynical view, much like Dentie and Balance, when it comes to the takeover of NZ companies. There is a long history of NZ good NZ companies being taken over at prices which are way below their real value. One I often recall with much disdain, was the takeover of Fletcher Energy when the Fletcher group was split up and flogged off. What that company would be worth now I hate to think.
I hope there is no takeover of PEB, but Cxbladder will look very attractive to some offshore companies. I've been in this stock for seven years, so I would like to see it reach it's full potential.
It's been quite a while since you kicked off this thread Hancocks, August 2005 in fact. It's been an interesting ride so far and I think the best bit is yet to come, fingers crossed.