MSB 1.34% $1.51 mesoblast limited

MSB Trading 2020 - a new dawn, page-2428

  1. 7,294 Posts.
    lightbulb Created with Sketch. 564
    happy because u were an honour person and attacked the idea not the poster. Really thanks

    i. Will try but im sure nothing in world can make somebody in love with a share to consider negative serious aspects.

    a) somebody really realistic and down on earth can assume than around 200 of largest pharma ind each one investing bilions will not find a vaccine ? Several are now in END stages making trials with 30,000 and early signs show efficacy. I will not find a link. U can find yourself. The subject is all around press.
    largest Institutes inclusive with support of governments
    deny that is deny the evidence in court.

    b) waste of money in sense the application towards Covid will be close to zero.
    not sure if we can sell the product for 6 consecutive months. Why 6 ? Because most forecast( you search) talk end year vaccine and im postponing to march/2021
    if our therapies is so good for ards should be label as trial not for covid. That was convenient and i understand the opportunistic that SI took. But believe we will work next 22 years selling Rem-l for covid patients is close to hilarious.

    c) show maps showing dozens if poor countries and their sick people also is waste if time. This countries dont pay 100,00 for drugs to cure simple diseases. They never will pay 200k to save one life. I came from poor country(costa rica) . Nobody invest even 2000 to save one life!!!

    d) the cost of hospitalization is high but just while exist patients. In rich countries in next 6 months all will be vaccine and will remain really very minor patients. And yes Rem-l if success can be sold to them. But that doesn’t justify all that absolutely crazy increases of price .
    the share price must respect the PROFIT you can make and for how long u can make.slowly we are missing the point, and now is trendy grow the price 50 cents one dollar maybe 2 , 3 and the gridiness all time set a higher target
    in 500m shares how much profit u must have ?

    e)u said no evidence vaccine is on horizon. Maybe we read different articles. Have dozens on horizon and 2 in especial for u search
    astra zeneca
    oxford uni
    queensland uni
    moderna

    f) that valuation is a pure joke ! Sorry to tell u .
    search 10 largest specialised rate agencies. U can’t say they are idiots with 5-6 rate price and this work is the only one smart .
    its against common sense. They use reasonable metrics and statistic.

    g) why they NEVER rated covid ? Exactly for the reasons i wrote. U can’t forecast fir next years income knowing this product will start in decline of consumption.
    yes we will sell some but in one year this all disspear

    h)
    ost time when u become in love with a share the first dymtom is become delusions with dream valuations .
    assume msb value 20% of csl ?
    go to csl read their balance as n e sheet and come back saying we will have next year 20 % of their numbers !!!

    i) i am not saying msb is bad
    is good, good project good management and really interesting chances to grow. But for NOW 5/5.5 is highly well priced and as investor im not interested to buy such share.
    at 4.50 im happy come back(probably will mot happen unless covid fails) than 4.5 also will be not good

    good luck to u

    cato

 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.