MSB 1.78% $1.11 mesoblast limited

Ann: Mesoblast Update on Chronic Low Back Pain Program, page-202

  1. 7,294 Posts.
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    @ Bazsa
    hi Bazsa,

    Of course i respect 100% your views.

    Just try to follow my thoughts.

    As u know, market have his own beliefs. Truth or false is irrelevant. If market decides that CSL ( not cross promoting) deserve a PE of 45 when all industry the PE is 30, u can write pages showing all people is wrong.

    Still the share will be PE 45

    In MSB case market by “decree” yesterday declared “enough”

    What that means ?

    Market will not go up without any factual gain. Schedule meetings , maybe’s , promise in “weeks” , all that ramping is lost and OUT.

    i saw that movie so many times.

    Credibility is something u just lose once.

    Silviu Itescu, in spite i personally understand is the most amazing guy and if he succeed he will run even for a Noble prize but “Unfortunatelly” , for now , he lost his credibility.

    People usually have very low memory.
    But not long ago he raised 100m prior 9x1 looking to build factory facilities and create a full sales people department etc.
    He did that even without know if we will be approved.

    yes, all people here can now send me 1000 messages talking about that and giving me so many interesting arguments.

    But market have HIS OWN READINGS , and the current reading is:

    if u dont show me the money or if u dont show me the FDA or NVS stamp, we dont buy your share.( and people can comit suicide showing how amazing we are and how soon our share will be 10-69-90 or”the next CSL)
    tomorrow nobody comes to buy at 1.99 price.

    ( and sad because this sounds like this Chinese opp shops that sells cheap stuff)( and pls no intention to offended or prejudice to Chinese people- just as reference of two dollar shops)

    If u have any doubt if im right?
    Just turn on the light and look at your screen tomorrow morning.

    with all my sincere respects

    CATO
 
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