MSB 2.17% $1.13 mesoblast limited

MSB Monday Opening Price, page-57

  1. 8,320 Posts.
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    low $4s dipping no lower than mid $3s imo. I think with MESO it could value a little higher than MSB, all things being equal, for a few reasons:
    • Investors in ADRs/ADSs require a premium for the fees they have to pay to hold these
    • Investors... demand a risk premium for risk associated with exchange rate risk
    • investors... demand a premium for market timing risk/drift: Nasdaq hours and ASX hours do not overlap.

    Which is why I suspect the odds of topping $5, let alone where MESO left off, will be difficult but not improbable. But less than $3? maybe not tomorrow... by the time it starts drifting to the low $3s its incredibly likely we would have been hit by some serious announcements.

    In saying that given how weak MSB has been before, wont be suprised if we do start around low 3's and dip below 3. Disappointed, perplexed, but not entirely suprised...
    Last edited by Armyne: 26/04/20
 
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