MESOBLAST LIMITED (ASX:MSB) - MSB - Most exciting 6 months, page-2 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

Originally posted by ddwn: ↑

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 SPand I would answeroverwhelmingly 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?
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
$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.
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

Expand

Agree and at $30 it is still only an approx $18b company. Peanuts compared to big pharma companies. If MSB keep kicking goals I expect the share price will be a lot higher than $30 at some stage. I have not been this bullish about a company since FMG in the 2000's, made good money on that but sold too soon. I wont be repeating that with MSB.

No.	Vol.	Price($)
3	91218	98.0¢

No.

Vol.

Price($)

91218

98.0¢

Price($)	Vol.	No.
99.0¢	63577	4

Price($)

Vol.

No.

99.0¢

63577

No.	Vol.	Price($)
3	91218	0.980
42	307626	0.975
14	519246	0.970
6	149303	0.965
8	166210	0.960

No.

Vol.

Price($)

91218

0.980

307626

0.975

519246

0.970

149303

0.965

166210

0.960

Price($)	Vol.	No.
0.990	63577	4
0.995	68052	2
1.000	121535	11
1.005	55374	2
1.010	10000	1

Price($)

Vol.

No.

0.990

63577

0.995

68052

1.000

121535

1.005

55374

1.010

10000

(20min delay)
Last 98.0¢		Change 0.010(1.03%)		Mkt cap ! $1.118B

Open	High	Low	Value	Volume
96.0¢	99.0¢	95.5¢	$5.286M	5.409M

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