Pacific Edge - 1H25 Result — Countdown Is On
Our rating is NEUTRAL. We acknowledge possible positive near-term catalysts, but the LCD decision is binary, and a further equity injection over...
285 Views
Pacific Edge - Consolidation Mode
Pacific Edge's (PEB) 2Q25 update showed expected softness in lab throughput trends. 2Q25 tests of 7,045 was down -17% versus 2Q24, and slightly...
270 Views
Pacific Edge - FY24 Result — Stuck in Neutral
NEUTRAL rating given the LCD outcome is binary and therefore high-risk, lab throughput is subdued, and under any scenario the risk of an equity...
250 Views
Pacific Edge - 4Q24 — Battening Down the Hatches
Pacific Edge's (PEB) 4Q24 update all but confirmed the halt in momentum, with lab throughput down -19% versus 4Q23 and broadly flat versus 3Q24
318 Views
Pacific Edge - 3Q24 — Cost and Revenue Decline
Pacific Edge's (PEB) 3Q24 update highlights ongoing softness in lab throughput with -8% year on year and -16% sequential declines as it reduces its...
233 Views