MSB 2.03% $1.45 mesoblast limited

Interesting that the most plausible scenario - GG & SI having a...

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    Interesting that the most plausible scenario - GG & SI having a 25% blocking vote Vs a SOA isn't mentioned.

    I'd have thought keeping a 16-17% holding and keeping the wolves from the door (outside T/O offers from Big Pharma) via a SOA would be by far the most lucrative approach.

    If I was GG - and adding in the on-market board purchases - I'd be looking to hold as big a share as I could, without trying to find the massive sums required in a take-over.

    And the easiest way to do that is to hold a blocking stake and drive the SP to the absolute maximum post approval - in other words, if BP want to partner, they pay through the nose.

    I initially thought GG was after a HTO but I'm firmly in the 'blocking vote' camp atm.

 
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