MSB 4.59% $1.14 mesoblast limited

Hi @nippy, I don't have a crystal ball, but I have a personal...

  1. 1,432 Posts.
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    Hi @nippy,

    I don't have a crystal ball, but I have a personal view that:

    - he's a builder (who can respect & properly value others' built work),
    - that he gets a kick out of seeing emerging value emerge,
    - that he wants to work with someone(s) rather than control everything (sim. to the way he built SurgCenter),
    - that he sees synergies with the SurgCenter development model that can add value to SurgCenter's future relations with Tenet,
    - that as a surgeon he sees the value in great research & knows he can't do it better (so would want to support, rather than disrupt), &
    - importantly that his tax accountant has told him not to jeopardise his US tax residency by taking too much of an interest in active management of an Australian-domiciled corporation for tax purposes (think 'reverse' Rupert M.).

    And, of course, I may be completely and utterly wrong in all that. And everything changes over time.

    Still, I'm pleased with his interest - in contradistinction to that of institutional 'investors' which would sell us out & cut us up as fish bait in a New York minute.

    Cheers
    GLTA(LT)H
    Last edited by Phaedrus: 02/04/24
 
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