PEB pacific edge limited

Cheers fp,I agree re valuations and also note there are a few 12...

  1. 785 Posts.
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    Cheers fp,

    I agree re valuations and also note there are a few 12 month valuations floating about with values between 1.40 and 1.65.
    I believe your $5 valuation for 4-5 years time will happen far sooner, I would think in 2-3 years.
    You are absolutely right with your comments regarding the size of the US market and PEB are the front runner in that market with years of hard graft put in to get where they are now. Now it’s about execution and I think, given the huge uptake in Telehealth in the US, KP sales starting last November and the likely announcement regarding approvals in Singapore thus Asia, the sp in 4-5 years time will be $7-9 if not taken over by a large pharma before then.

    I see this as a great long term hold.

    Disc: I hold a large position.
    DYOR IMO

    Last edited by Rochem: 26/01/21
 
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