MSB 0.92% $1.08 mesoblast limited

Hi Reg, here's the background to that SWS speculation on Share...

  1. 1,425 Posts.
    lightbulb Created with Sketch. 3119
    Hi Reg,

    here's the background to that SWS speculation on Share Price vs Fair Value. Not sure I follow the discount rate calculation, or share their view of the Cost of Equity (seems to be 2.2% if I'm reading it right) - I think they have the wrong value in the Risk-Free Rate table cell.

    I could be completely wrong on those points. And I'd love to know what assumption they're making on the timing of cash flows in 2024- 2025, which seem to make no allowance for scaleable production.

    However, here's how they run their model:


    https://hotcopper.com.au/data/attachments/6130/6130467-49e7dd25aa5e148f5ab96a6f4066d938.jpg

    https://hotcopper.com.au/data/attachments/6130/6130473-3a925dd6879ef56e32ced056852df8f2.jpg

    https://hotcopper.com.au/data/attachments/6130/6130474-6f818fb010ff3897cb6de4691952827b.jpg

    https://hotcopper.com.au/data/attachments/6130/6130477-dad40aa7b82b51123145fa9df699ae4d.jpg

    https://hotcopper.com.au/data/attachments/6130/6130478-2c094bb3c84c30fcab4f77dac99a2a87.jpg


    Cheers,
    GLTA(LT)H

 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Last
$1.08
Change
-0.010(0.92%)
Mkt cap ! $1.233B
Open High Low Value Volume
$1.10 $1.11 $1.05 $5.002M 4.632M

Buyers (Bids)

No. Vol. Price($)
2 5697 $1.08
 

Sellers (Offers)

Price($) Vol. No.
$1.09 1000 1
View Market Depth
Last trade - 16.10pm 14/06/2024 (20 minute delay) ?
Last
$1.09
  Change
-0.010 ( 0.10 %)
Open High Low Volume
$1.09 $1.11 $1.06 1181223
Last updated 15.59pm 14/06/2024 ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.