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MSB, MESOBLAST LIMITED
plastic
post Posted: Dec 19 2018, 10:16 AM
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MSB hires the salesman to hock this thing off

How soon and how much are all that remains to be known.

Probably not for cash either. Paper in the buying company a'la Cisco and their growth strategy.



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What did Uncle Mel do to us?
 
blacksheep
post Posted: Nov 14 2018, 09:36 AM
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A lesson for investors who take advice from "experts" on twitter/HC

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Big biotech week coming up. Phase 2b’s from $MSB & $FTT. Predicting both will produce the goods. If I had a reputation, it would be on the line.


Unfortunately for those who bought the hype both companies have failed to produce the goods. MSB falling from over $2 to $1.53 currently and FTT has plunged 97% @ $0.002 this morning following their update.

Wonder how many on HC bought FTT on this valuation?

QUOTE
Worth putting on a new thread so maybe more of the HC members see it.

A 33.5c current valuation for ftt. I guess they are expecting trial success like me. Early snippets of data is very promising.

5x is a big call, but ftt certainly worth more than 6c imho

From Marc Sinatra (lodge partners) on Twitter: "Just released a report on Factor Therapeutics $FTT. Looks highly undervalued. NPV = 33.5 cents/share (fully diluted) prior to phase IIb readout in Q4 CY18. NPV = 52 cents after, if +ve. Multiple catalysts to get it there. It’s a good one! @biotech_daily @asxlongtail @Factor_Tx"




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: daggie  JSB  
 
plastic
post Posted: Oct 25 2018, 01:20 PM
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Have these guys got something to hide by not putting out the AGM notice. No quarterly yet either. I guess they must get a kick out of thinking they are teasing the market. That or they are just slack.



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What did Uncle Mel do to us?
 
plastic
post Posted: Oct 23 2018, 12:22 PM
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Getting a bit late in the day for a AGM notice. How come I wonder.



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What did Uncle Mel do to us?
 
plastic
post Posted: Sep 6 2017, 04:47 AM
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The 6th already and MSB still have not offered an inducement to retail shareholders to take up their non-renounceable rights. If the average Joe sent his cheque in today it probably wouldn't get there in time for processing by next Tuesday. But why would he?

An extension looks likely.





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What did Uncle Mel do to us?
 
plastic
post Posted: Sep 1 2017, 09:51 AM
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In Reply To: plastic's post @ Aug 31 2017, 03:35 PM

The offer closes on the 12th not the 10th as I had first thought. It looks like an extension already to me.



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What did Uncle Mel do to us?
 


plastic
post Posted: Aug 31 2017, 03:35 PM
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After today, one of three things can happen.

1. The status quo remains and the cap. raise is a flop.

2. An event occurs which acts as an incentive for shareholders to take up their rights because the shareprice is well north of the rights issue price.

3. The rights issue meanders through the ten days allotted with an extension being requested at the end. After which either one of the above occurs.

Lets hope we have number two. After the CART therapeutic being granted in the US I have a feeling it just might be.






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What did Uncle Mel do to us?
 
plastic
post Posted: Aug 27 2017, 07:15 PM
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Institutional book build to happen tomorrow. Trading halt is supposed to be lifted the day after tomorrow.

When reading the presentation, it says the retail end doesn't start til Sept. 1st. Record date is 7PM on Tuesday. Which means there is a full days trading to be had before eligible shareholders are recorded. Seems odd.

Does a buyer on Tuesday get to participate if they have traded before seven?






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What did Uncle Mel do to us?
 
nipper
post Posted: Aug 4 2017, 03:39 PM
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QUOTE
You may recall that in a recent TEK shareholder update, I mentioned that TEK had participated in a capital raising to help enable the adult stem cell life sciences company Mesoblast Limited (MSB) to progress its Phase 3 cardiac trials and other research developments.

The private Thorney Investment Group (TIG) has long been a supporter and investor in MSB and our other listed investment company Thorney Opportunities Ltd (TOP) also holds MSB shares. Of course in keeping with our overall investment philosophy we have occasionally taken profits on MSB shares when they have been at much higher levels and also topped up our holding when we have judged that MSB has been oversold.

However MSB remains one of the Thorney Group's core holdings and we continue to believe that MSB has real potential to be a global leader in the regenerative medicine field. The next 6 to 12 months will see some critical milestones in MSB's path towards delivering on that potential.

While MSB's share price has suffered of late, the company is continuing to come to the attention of major investors. Recently the large and influential US investment house Cantor Fitzgerald began covering MSB. Cantor Fitzgerald has placed a 12 month target price of $US20 on MSB's US Nasdaq exchange listed American Depository Receipts (ADRs).

I hope you find the report as interesting and exciting and as I did. You can find a copy here.*

*here being TEK or TOP announcement



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
plastic
post Posted: May 26 2017, 06:56 PM
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What happened?



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What did Uncle Mel do to us?
 
 


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