MSB 1.73% $1.18 mesoblast limited

my view- ASX & S&P will have rocky ride for 8 more weeks....

  1. 362 Posts.
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    my view
    - ASX & S&P will have rocky ride for 8 more weeks. Probably not found bottom but close. ASX ... 4000 worst case. Will average 4400
    - vaccine will be available in 12 months. With strong media in 4 months - 6 months which will buoy markets and hope
    - China has proven that they can contain spread. Apple has reopened all 50 stores. Business coming back. Stock market ok
    - governments have demonstrated they will do whatever it takes to maintain economic support
    - cases expected to increase in April & part May. But market will reward if new case numbers start to decline back end of May
    - technical recession next two quarters. With strength returning Q4
    - countries will collaborate on treatment program minimising death rate. Most probably MSB included as part of program in 2 months
    - MSB looking strong with the right milestones over next 12 months. Broker ratings remain Buy. In 12 months this we will be in market with ACTUAL commercial sales. Partnership deals. This will rerate at $4+. Maybe a (unsuccessful) buy out proposal/attempt worth $3b+ USD in next 6 months too
    - MSB frustrates, but fundamentals make this a perfect stock to be in.
    - ASX at all time highs in 24 months. The momentum of stimulus will be explosive.
    [my opinion only]
    Last edited by pezsaz: 25/03/20
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