Mereo Biopharma Share Discussion Threads

[lex1000] 24/10/2007 09:10

Hi Tufty,sold MPH which hurt for 2 reasons.Running with my profits in o/t.Surprised that you didn't follow me in 60p-70p.You'd be sitting on 100% and a few more where they came from!Want MPH to come out with cracking interims to get share price motoring again when seller has finished.

[dan de lion] 23/10/2007 16:42

I see that Hardy Amies(HRD) had a good day today.

If they where the retailer target of MPH the price has just more than doubled

[tuftymatt] 23/10/2007 15:02

Hi Lex,

No harm intended in my post and as I said yesterday I would like to think this share can go much higher in the short term.

Made a few quid on Barc today so I am happy. How about you ? PET looks good.

[lex1000] 23/10/2007 12:57

Hello Tufty,now now don't go putting the boot in.Patience until November interims which maybe catalyst for better things.

[dan de lion] 23/10/2007 00:06

It`s a dummy.

[polzeath] 22/10/2007 20:37

That model's a bit of a wussy nance, ain't he? LOL

[cr4zyness] 22/10/2007 20:08

WBJ,

Dont fancy the one with scooby on front though ;)

[wbjunior] 22/10/2007 12:08

Over £300 for a pullover, wonder what the mark up is on that. May buy one for Christmas.........................holding steady wbj

[marben100] 22/10/2007 11:09

menalamode now promoting JCC, Ungaro & Boateng Jumpers/cardigans:

JCC (£213):



Ungaro (£355):



Ungaro (£243):



Boateng (£74):

[tuftymatt] 22/10/2007 11:06

Hi WBJ,

We are all well thanks and I hope you and your lot are too.

I saw that report on the extra 15 million by 2050 and the way I see it is if I can get hold of a few more garages I should be able to house about 10,000 of them at £300PW........LOL

[wbjunior] 22/10/2007 09:04

tufty picked up another 2000 recently and it would be good to see you back in soon. Hope all is well with the family and your rental business, according to the news the uk population will swell by fifteen million soon, so all looks well for you......................regards wbj

[tuftymatt] 22/10/2007 08:26

A Black Monday + 20 mark down I see.

I would like to have the balls to pick up a few at this level but with the state of the markets + the current slide of this share I think I will sit on my hands and watch some more.

Good luck to those of you still holding.

[taffee] 22/10/2007 05:59

wrong rns...this one did the damage

RNS Number:8916Q
Marchpole Holdings PLC
06 September 2005


For immediate release 6 September 2005

Marchpole Holdings plc
(the "Company")
Results of AGM

Results of AGM

The Company announces that all resolutions proposed at the Annual General
Meeting held today were duly passed. Accordingly, shareholders approved the
proposed final dividend of 0.45 pence per share which will be paid on 9
September 2005.

Trading update

Spring Summer 2006 collections for YSL, Boateng, JCC and Emanuel Ungaro have
been launched and the sales order books continue to build.

[dan de lion] 21/10/2007 20:14

I thought that they actually said this:-



RNS Number:7976I
Marchpole Holdings PLC
12 September 2006



Marchpole Holdings plc

("Marchpole" or "the Company")

Annual General Meeting Statement


At Marchpole Holding's Annual General Meeting to be held this morning, the
non-executive Chairman of Marchpole Holdings plc, Christopher Phillips, will
give the following statement and update on current trading.


"At the time of the announcement on 28 June 2006 of our results for the year
ended 31 March 2006 I was pleased to report continued improvement in the
business with increased turnover and operating profit and a strong forward order
book. In line with our strategy, the Company continues to evolve from a
single-brand, single country business to a diversified, international business
with a portfolio of brands. We have significantly extended our global reach and
now operate in the UK, Europe, Asia, the US and the Middle East.


The current financial year has started well, with deliveries and orders for
Autumn/Winter collections at record levels and our Spring/Summer 2007
collections for all our brands having been well received and forward order books
building in line with expectations.


We are pleased to report that the integration of Moda America, the US licensee
for Emanuel Ungaro which was acquired in March 2006, has been successful and
immediately earnings enhancing. It has provided the Company with an opportunity
to expand significantly the business into the USA. Importantly, the Board
believes business from Moda will offset the termination of the YSL licence in
December 2006. Furthermore, not only does it strengthen our relationship with
Emanuel Ungaro but it also provides us with the opportunity to re-launch our
wholly-owned brand, Jean Charles de Castelbajac ("JCC"), into America with
effect from Autumn/Winter 2006.


Our JCC brand continues to build on progress with expanded reach and increase in
licensing income which has more than doubled since acquisition. In May 2006, we
signed an agreement with global childrenswear retailer OKAIDI Group to develop a
range of childrenswear under the JCC brand. This licence provides us with a
foothold in the childrenswear market, which we believe is an area that offers
considerable opportunity for growth.


In June we signed a contract with Galleries Lafayette to open a JCC
'shop-in-shop' in the landmark Galleries Lafayette department store on Boulevard
Hausman in Paris. Clothes and accessories from the JCC range have been sold in
the iconic store since July 2006 and current trading is encouraging. In addition
an agreement with leading European eyewear retailer Codir SA resulted in the
launch of a Castelbajac eyewear range.


During the last year we also extended our design agreement and increased licence
income with our Japanese partner, Itochu, for a further six years until 2011
which enables us to maximise the potential for the JCC brand in the lucrative
Japanese market. Earlier this month we opened our Japanese flagship store in
Kobe, to be followed by a Tokyo JCC store in the near future.



Good progress has also been made with the Emanuel Ungaro and Ungaro Homme
licences. The growth potential of the Ungaro brand was confirmed with our recent
distribution agreement with Dubai based BTC Group International, for the Emanuel
Ungaro brand to be sold in the United Arab Emirates. The agreement was a major
breakthrough into the fast growing Gulf marketplace and further extends the
international reach of the brand. We continue to work closely with the House of
Ungaro and we are confident that revenue from the Ungaro brand will replace that
from Yves Saint Laurent in the medium term.


Most recently, Marchpole acquired Homebody, the luxury clothing company which
designs, manufactures and distributes ladieswear, maternity wear and menswear.
It is currently stocked in Selfridges and Harrods as well as top boutiques
across the UK and by Neiman Marcus in the USA. We intend to build the brand
further throughout Europe and the US, using our global network of distribution
outlets to accelerate growth.


We therefore look forward to the future with confidence. Orders and deliveries
for Autumn / Winter 2006 remain very strong and our forward order book is
building in line with expectations. Marchpole is well placed to capitalise on
future licensing opportunities and suitable earnings-enhancing acquisitions."


In addition to the Chairman's statement, included within the special business
for approval at the AGM are proposals for a share consolidation and buy-back.
The share consolidation is on the basis that every five existing ordinary shares
of 1p each be consolidated and redesignated as one new ordinary share of 5p
each. Application will be made to the UK Listing Authority for the new ordinary
shares to be admitted to the Official List and to be admitted to trading on the
London Stock Exchange and it is expected that dealings in the new ordinary
shares will commence on 18 September 2006.



For further information, please contact :


Emma Kent / Alexandra Walton
Bell Pottinger Corporate & Financial 020 7861 3232

John Harrison, Finance Director
Marchpole 020 7908 7777

[taffee] 21/10/2007 14:55

marchpole have always been upfront and honest about their figures imo and generally understated results.

The last plunge in 2006 happened after fd resigned and the agm said nothing about trading

RNS Number:8235I
Marchpole Holdings PLC
12 September 2006



Marchpole Holdings plc


Result of AGM


Marchpole Holdings plc announces that all resolutions were duly passed at
today's Annual General Meeting. The Board further announces that shareholders
approved the proposed final dividend of 0.45pence per share, which will be paid
on 14 September 2006.

Copies of the resolutions passed at the meeting have been submitted to the UK
Listing Authority and will be available shortly for inspection at the UK
Listing Authority's Document Viewing Facility which is situated at:

[nardelli] 21/10/2007 12:14

as a MPH work's in advance of the collections, I do belive they know approx what they have done through till march 08, dose anyone know of how acurate they have been on previous forcast, 'on target to meet expectations means just that'
summer range has been and gone, winter range now in store. one could argue their year is almost done, just have to get the money in now...... and work on summer 08 range.
Perhaps it dose not help that they are listed in retail

[polzeath] 20/10/2007 16:48

Good analysis but it's simpler than that IMV. Market doesn't really expect MPH to achieve forecast 19.6p EPS this year and is discounting a figure closer to about 13-15p EPS. Even this is optimistic in that the market is mostly believing mgt when they say that the rump business is doing OK and outlook is encouraging.

Put that in a P/E context of 8-12x and you've got a share price range of some 104-180p, MPH is currently right at the bottom of that.

Good interims could easily lead to more confidence in MPH doing the number by the year end.

[vixen] 20/10/2007 11:47

Thanks Momentos. Really enjoyed the read. This will recover. Continue to buy on weakness but there aint much more left in my opinion. Looking forward to results mid November.

[ba5hir is back] 20/10/2007 09:52

Hardman probably ceased coverage because they think there is too much risk in a global downturn. Retail stocks are not the stocks to hold.

[wbjunior] 19/10/2007 23:11

I believe its time the company made a statement regarding the price collapse over the last three months, this would at least alleviate concerns held by many shareholders. I have requested this action from the company but whether they respond is another thing. Perhaps others feel the same and if so contact the company as well and say so. Have a good weekend....................wbj