MSB

3.21%

$1.13 mesoblast limited

Aust brokers Goldman & Macquarie say SELL, page-24

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Harymeso

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25/08/15

09:38

Post #: 15868320
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Originally posted by dolcevita ↑

Take a look at the MSB website and the company structure. It's all there and logic tells me they have insulated against hostile takeover.

Early on I looked at this as I'm personally fed up with Australian companies developing incredible innovations, only to lose at the commercialisation stage due to lack of funds, and being bought out for a fraction of their value by predators. You can bet that's why Ilescu went down the partnership path and the much maligned (by some in here) International Biotech Licensing Deal of the Year with Teva/Cephalon. This is nearing maturity.

I don't have a strong view on US registration. But I point out that if they can finance this through private partnership deals, why go to the market to raise equity? The market stinks right now, and it has stunk very badly in Australia due to lack of understanding and antics of shorters etc. as covered in the AFR article.

I've written at length on this topic, to attempt counter the avalanche of rubbish that gets posted, with claims that the market is all seeing and all knowing and reflects true value....AS IF!!! The scale and volume of this stuff has been a daily challenge. Some have claimed I don't post enough quality, but I'm not a full time analyst, nor in the biotech world but I write what I think is logical and redress a gap. Others are welcome to fill gaps as they see them.

2 years isn't necessarily going to be the relevant waiting period for serious SP action. MSB is exciting if it can keep looking like it will break through with accelerated developments, and the market finally starts to wake up, I guess US listing it's possible for financing later stages. Obviously NASDAQ listing is very difficult to satisfy and OTC backed by good publicity is an option. When this one blows it will move very rapidly indeed.

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Thanks dolcevita
Good points

Last edited by Harymeso: 25/08/15

MSB Price at posting: $3.02 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $1.13		Change 0.035(3.21%)		Mkt cap ! $1.284B

Open	High	Low	Value	Volume
$1.09	$1.13	$1.07	$3.910M	3.535M

Buyers (Bids)

No.	Vol.	Price($)
2	27197	$1.11

Sellers (Offers)

Price($)	Vol.	No.
$1.13	43578	3

View Market Depth

No.	Vol.	Price($)
2	27197	1.105
8	87146	1.100
2	71941	1.095
2	33264	1.090
2	18897	1.085

Price($)	Vol.	No.
1.125	43578	3
1.130	87126	8
1.135	1090	1
1.140	141598	9
1.145	64500	3

Last trade - 16.10pm 27/09/2024 (20 minute delay)

MSB (ASX) Chart

Aust brokers Goldman & Macquarie say SELL, page-24

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

The winners & losers on market if negative gearing were gone

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Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

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Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Aust brokers Goldman & Macquarie say SELL, page-24

Top Stories

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

The winners & losers on market if negative gearing were gone

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

4DMedical lands Philips US reseller deal with eye to Veterans Affairs' market post-lung damage

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The market's shrugged at China's stimulus measures all year. Why is this one different?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News