MSB 2.17% $1.13 mesoblast limited

Bell Potter downgrade 23 November 2015, page-104

  1. 9,225 Posts.
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    Hey Vin, have you thought of it another way? That maybe you have been surrounded by uprampers for a long time and the chief uprampers have seen off, by a range of tactics, any alternate views on places like these threads. So, therefore, what you think is obvious actually isn't?

    The issue recently is the share price, not the science. The science in so many possibilities might be brilliant, but the problem is how do we value it now. Not in five or ten years time. A dominant view in the marketplace now might be that the money made by possibly excellent science was built into the share price too soon by constant bullish sentiment expressed in places like HotCopper. That view doesn't make these people who disagree with your view shady or devious or morally decrepit in any way, shape or form. It's just a view about how they might make money now in their business or for their family.

    If you believe in the science and the future for the company, no problem. This is a bump, albeit a serious bump, in the road, but market shenanigans shouldn't affect the successful application of the science in the future. But the whole "You're with us or you're against us" mentality can't be enforced anymore as it's lost too many people money. It's a business. Eventually it has to make money. That's what we have to judge it on when we invest.
    Last edited by Orson: 25/11/15
 
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