Pebble Beach Systems Share Discussion Threads

[p1nkfish] 14/5/2024 16:41

Getting there.

[p1nkfish] 13/5/2024 20:35

It's looking desperate to breakthrough 11p. Needs some reason for volume to the upside.

[arthur_lame_stocks] 09/5/2024 21:00

Hi gleach

I started a thread under the ticker VALUE. Take a look if you like, there's plenty of ideas on there.

[gleach23] 09/5/2024 16:05

Hi ALS...were you a forced seller, or do you have an alternative investment in mind that you think might more than double in a few years?

[arthur_lame_stocks] 09/5/2024 15:38

Correction, my maths was a bit skew, I've got my average down to about 5p.

[arthur_lame_stocks] 09/5/2024 13:52

I sold a few shares today but still have over half my holding, which I'm now running for free. I think these could be worth twice the current price in a sale in a few years once the debt is substantially paid off.

[p1nkfish] 09/5/2024 11:32

Very close to getting through the 11p ceiling and then it might just run?

[p1nkfish] 24/4/2024 15:59

Would be useful if there was a summary of NAB 2024 for investors and mentioning TVBEurope award to get some exposure.

[p1nkfish] 17/4/2024 12:30

PRIMA has won TVBEUROPE Best at Show NAB 2024 prize.

[p1nkfish] 14/4/2024 23:08

Alison Pavitt has jumped ship to Blue Lucy. Either an offer she couldn't refuse, needed a change after so many years or something to do with the new Chief Commercial Officer?

Would be good to get any news out of NAB 2024 as to how PRIMA is received.

[p1nkfish] 11/4/2024 11:23

Guillaume Polaillon, Product Line Manager for Live Media Solutions at NVIDIA:

“By using Holoscan for Media, PRIMA can bring these innovative solutions to life with enhanced scaling and security for media workflows, helping to realize a new generation of broadcast and media content.”

Pebble has worked with NVIDIA to build a comprehensive ecosystem that ensures common services such as networking, storage, and traffic management for users to harness.

[p1nkfish] 11/4/2024 11:18

Good info. Early access HOLOSCAN access from NVIDIA.
Pebble is a collaborator.
I see no downside and shows the possible reach of PRIMA.



With Op2Mise and Holoscan and AWS, very interesting.

Disruptive is used too often as a buzz-word but PRIMA looks like ticking the boxes.

[p1nkfish] 09/4/2024 10:31

Looking a bit perkier than usual. May be building up to NAB and any PR Pebble might get. Very much of the opinion that PRIMA will mean this is worth more than current market cap by a substantial amount as it increases market reach & margins that are not yet fully factored into the top and bottom line forecasts.

Just mho, dyor, I'm often wrong.

[p1nkfish] 08/4/2024 20:04

Reads as likley to lead to growth. Working more closely with Op2mise for FAST capabilities.

[p1nkfish] 03/4/2024 20:10

Today, 3rd April 2024 -

Gives a real feel for the focus on cost - Linux - and therefore the potential reach into a broader market.

[jim208] 30/3/2024 14:11

Not sure on the size of the following, but "Hot Stock Rockets" have given it the thumbs up again in recent days concluding,"With an improving balance sheet, valuation focus should soon shift to earnings and we consider that a barely double digit earnings multiple would comfortably command a 16p+ share price. As such, currently still a Buy."Last time they tipped PEB there was a small uptick in buys immediately afterwards...

[p1nkfish] 30/3/2024 12:51

New website?
Improvement.

[p1nkfish] 27/3/2024 22:27

Today.

........Peter Mayhead, Pebble CEO. “We are delighted with the initial response to it that we’ve had from customers.”

[p1nkfish] 26/3/2024 15:00

Good if it's more liquid now. Certainly wasn't earlier even at 11.5p. Could get 20K at 11.5 but volume was none available.

[p1nkfish] 26/3/2024 14:58

Did dummy buys for 100K and 200K earlier and there was zero bid.

[gleach23] 26/3/2024 14:34

p1nkfish...from where do you get your info about no stock available? I can get a quote online for buying 100k shares at the current SP

[p1nkfish] 26/3/2024 13:23

No PEB stock available imho and expecting the dam will break some time.
Low market cap not helping even if worth 3x current valuation.
I'm probably wrong but the MMs have been caught without any shares. NO LIQUIDITY.
# of trades and volume is pathetic for a company going through a transition, more than able to carry the net debt, high and growing margins and major product launch due that will see the complexion change massively.

A totally ignored and unloved company. Great to buy into if hadn't already as these type of situations don't happen very often imho.

Did the same in IQGEO at a very low price.

Not only that but the management appear quite measured and capable and know their market very well. Not head bangers.

[z1co] 26/3/2024 12:46

Not much activity after results , shares are undervalued at these prices and definitely worth holding for the expected rerating.

Have bought a few ZOO after TU ,if anyone here is interested