After another exciting day, it reminded me of SI saying that the...

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?

• 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