MSB has the potential to be another CSL or another BHP. That's according to Silvio Ilescu.
But precisely predicting the top SP?
There is no way to accurately predict the LT future SP from here with the precision that the SP-focussed traders pretend you should know.
Put it this way:
My stepmother has ten thousand BHP, and that was acquired when it was very cheap indeed. It's a substantial asset for her now. That's where being sensible, understanding the stock and hanging on gets you.
If at the time she bought BHP someone demanded to know with certainty the top SP (before they also bought or continued to hold), she would have said "you are nuts".
Understand:
- the company,
- the sector
- the technology and then .....use your commonsense.
Patents confer exclusivity over the technology for a 20 year period (this can be effectively extended in certain circumstances)
Worried about what so called competitors to MSB are capable of?
Try to understand the dimensions of this. It makes the questions about the SP optimum look absurd.
Understanding the commercialisation implications of the patents is key. This is why I posted about a week ago a link by a patents expert who said the market in Australia doesn't know how to value patents. He is right.
The ability to do this means there is no prospect of patient rejection...the MSB stem cells can be used on ANY patient and it makes it very cost effective. It blows the competition out of the water.
(Using the stem cells that only belong to that patient is limited, and costly and that's what the "competitors" do? Dream on! We should be worried? MSB is widely regarded as world leader in the field. Ask yourself why again?).
Ask yourself this...
How could a competitor clean the stem cells of DNA, using the same process as in the MSB patent, and not be in breach of the MSB patent?
A: They would have to come up with an entirely different process of achieving the same result. MSB is way ahead of the field.
The clinical trials so far show that these MSB stem cells are effective.
Meanwhile there have been brazen attempts to talk the stock down down including taking trial results out of context.
(the results varied according to dosage, as clinicians experimented with finding the optimal dosage) .
MSB has been the subject of denigrating and misleading talk to such a sustained degree, you'd have to ask why such people stick around. They are either trading the volatility, shorting or accumulating or combinations of them.
Understanding the commercialisation implications of the patents is key. It's about the ability to scale up and to do so cheaply.
That's why we have a manufacturing facility!
LT holders need the ability to remain calm and step back and think strategically.
The trader/accumulator/shorters are trying to get you to think small. VERY small.
Getting you to focus on the SP is one of those methods. The other is to personalise conflict.
The other is to get you to be fearful. They can only do this with vague statements.
They refuse to engage on any detail except on fatuous discussions about the bottom ("where will it ever end?") or the top of the SP LT (as if it's even possible or necessary to quantify that? Absurd.).
I hope this helps others get a sense of proportion.
The LT holders who understand what's going on can't be bothered to post anymore. It's very wearing indeed because it's dead easy to raise fear, it's very difficult to be constructive. This is the reality.
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Mkt cap ! $1.592B |
Open | High | Low | Value | Volume |
$1.35 | $1.42 | $1.33 | $3.802M | 2.753M |
Buyers (Bids)
No. | Vol. | Price($) |
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1 | 14000 | 1.385 |
2 | 15350 | 1.370 |
2 | 20000 | 1.355 |
2 | 2400 | 1.350 |
Price($) | Vol. | No. |
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1.395 | 22571 | 2 |
1.400 | 108300 | 3 |
1.405 | 39000 | 3 |
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