PEB-Pacific Edge

[LoungeLizard]

Details of the latest cr out to raise $24m. Good news only burning through $2.4m a month so all going well no more cap raises this year. To date have spend over $300m of shareholders money to only have $11.5m of sales FY25. Net loss increased to $35m FY25. Only have $5.1m in cash as at 30th of April...

Placement offer details only a small discount and
- The Placement Offer Price will be NZ$0.170 per share representing:
- 2.3% discount to the last closing price of NZ$0.174 on 8 May 2026
- 2.0% discount to the five-day VWAP of NZ$0.17351

Will be interested to see how this cap rise goes given it's not underwritten and at such a low discount. Will shareholders keep giving it money. How much money (not freebies) has the guru ceo put in? Why did the old founder ceo sell down most of his shares when he left?

The question people should look at I think "is there better opportunities out there for your money".

I hope this company is successful but I'm sceptical. Good luck to holders though.

I think the real question to ask is "do I think Novitas are going to overturn their decision and re-instate PEB's Medicare coverage?" If the answer to that is "yes" then 17c is very good value for a share that will be 3x that within a week of the decision. If your answer is "no" then there are certainly much better places to put your money.

[Pierre]

I think the real question to ask is "do I think Novitas are going to overturn their decision and re-instate PEB's Medicare coverage?" If the answer to that is "yes" then 17c is very good value for a share that will be 3x that within a week of the decision. If your answer is "no" then there are certainly much better places to put your money.

I definitely think Novitas will reinstate Medicare coverage, but the other question is "when will that decision be announced." With any luck we should have the wheels in motion before the end of 2026.

I am heartened by the fact that all directors are supporting the CR, with the chairman fronting up with $500k.

The CR will increase the shares on issue by ~10%. I am once again supporting a PEB CR and have submitted my application in the placement to increase my holding by 12% (that will result in a nice round number).

I'm looking forward to Lounge Lizard's forecast of (at least) a trebling of the 17cps issue price coming to fruition to reward my patience and perseverance as a shareholder since 2012.