MSB 13.0% $1.31 mesoblast limited

MSB Trading - 2020, page-11352

  1. 683 Posts.
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    We all try to get the best price / bargain price (especially when there has been a run up like recently).

    However start by looking back at the run up to ~$10 in 2011 (notably the very few pullbacks and opportunities to buy).

    You will see how the share price performed on pure excitement of the potential of the therapy. Everyone could see this potential, but the timing was wrong.

    We are now at the pointy end where this is a real and sustainable move up in the commercialisation phase of this companies development.

    This means income, income means the company is valued on not only potential but now tangible earnings... and then priced on multiples of those earnings (P/E of likely x30 or more) on top of more and more potential from a stream of new trials. It is a snowball effect.

    Think of anything acutely or chronically inflammatory and MSC's have a role to play and MSB and their moat (patents) will take full advantage of this.

    IMPORTANT NOTE: Other companies need to go back the drawing board for R&D for new treatments... Mesoblast... NO... we can just relabel the same product and apply it to another trial and indication. HOW GOOD IS THAT!!! and how cheap. Dream company anyone?

    Look ahead... when they are financially successful... cash in plentiful supply... think how many trials they will be running without the financial limitations of a start up... SNOWBALL.

    IMO risks to the downside are very very low... but the chance of missing out waiting for that ideal timing is a high risk of missing the proverbial speed boat.

    I hold 80,000 shares at $2 so am sitting pretty now, but I can see the runway on this stock is a long as it gets. At 37 I have time to hold 20 years, so 20 years is my personal minimum hold (unless something drastic was to change like the patent office exploded and lost all their records ;-)

    I predict this triangle that is getting to the pointy end on the chart will break out on Monday on good volume and project this up to around the $6 mark.

    Long story short... Get in Bigmaaaan! and hold with conviction and don't let profits determine when you sell. If the story hasn't changed... hold hold hold.


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Last
$1.31
Change
0.150(13.0%)
Mkt cap ! $1.490B
Open High Low Value Volume
$1.15 $1.33 $1.15 $25.26M 19.99M

Buyers (Bids)

No. Vol. Price($)
7 161000 $1.30
 

Sellers (Offers)

Price($) Vol. No.
$1.31 50400 2
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Last trade - 16.10pm 23/07/2024 (20 minute delay) ?
MSB (ASX) Chart
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