After another exciting day, it reminded me of SI saying that the next 6 months is the most exciting period in Mesoblast history...
Well, true to SI & Mesoblast form, they are delivering it - albeit a bit slow by a few months
I'm revising the post that I've made at the start of Jan 2020 (https://hotcopper.com.au/posts/42188126/single) - so sorry, if there is a bit of cut & paste
So much has happened to MSB, and yet, we are still on the first floor, but the next 6 months we are going to take off in earnest!
We all have a choice to make, to be a fossil or embrace the change; as this stem cell paradigm shift is coming whether you like it or not
MSB is complex and there are so many facets to MSB; but, the overall question is... is it a great value proposition at the current SP and I would answer overwhelmingly YES
The recent $3.20 placement should act as an anchor/ baseline for a company that's shifting gear from research to commercialisation
I can't see the SP venture much below $3, so let's just say goodbye to anything starting with a $2
So why do I believe that MSB is a great value proposition at the current SP?
Simply look at how we are going to be showered with value accretive announcements in the next 6 months (let's say till the end of the year 2020).
I'll list a few, but I'm sure I'll miss a few too:
I'm very bullish and bias on MSB
I look at SI, T20 and T100 - have they been selling out?
If so, why? We all know what happened to Capital?
Maybe some other funds who had been mandated to sell due to Covid-19; but, were there any other major sellers?
The majority of these large holders have held and/ or built on their positions e.g. Thorney Investment
Between SI and friends, there should be enough to block any TO threats.
So how about some LT SP predictions from me?$30 seems a lot, when the current SP is just at $3.67; but... the paradigm shift in treatment is coming, it's almost here; and once it starts the snowball effect will be a lot larger than expected.
- With #1-#3 above, we should get to $5 or so
- With #4-#5 above, we should can add $10 or so
- With #6-#8 we may get to 10X the current SP; so let's say $30
- The remaining are just cream on top
That's just me, if you want proper valuation - please check out Wombat's posts.
I'm excited by what the remainder of the year got installed for us MSB believers.
GLTASHs
Onwards and upwards
Stay strong, go long
Disclaimer:
Like a few here, I'm investing into MSB with conviction, as it is a major part of my early retirement plan
But, I understand that we all have different size pockets and risk appetite
So please DYOR, I'm just musing out loud here, so please do not invest base on anything I've written
- Forums
- ASX - By Stock
- MSB - Most exciting 6 months
After another exciting day, it reminded me of SI saying that the...
-
-
- There are more pages in this discussion • 729 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add MSB (ASX) to my watchlist
(20min delay)
|
|||||
Last
$1.07 |
Change
0.005(0.47%) |
Mkt cap ! $1.216B |
Open | High | Low | Value | Volume |
$1.08 | $1.10 | $1.06 | $3.371M | 3.135M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
8 | 45345 | $1.06 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.07 | 3875 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 45345 | 1.055 |
9 | 193430 | 1.050 |
3 | 44331 | 1.045 |
5 | 117942 | 1.040 |
3 | 53830 | 1.035 |
Price($) | Vol. | No. |
---|---|---|
1.065 | 3875 | 2 |
1.070 | 28953 | 3 |
1.075 | 46564 | 3 |
1.080 | 87551 | 5 |
1.085 | 47614 | 4 |
Last trade - 16.10pm 03/09/2024 (20 minute delay) ? |
Featured News
MSB (ASX) Chart |