Mereo Biopharma Share Discussion Threads

[taffee] 15/12/2007 11:35

dump em at £1.80 but not here

[ba5hir is back] 15/12/2007 11:23

Laura Ashley the latest retailer to warn. Dump em.

[taffee] 15/12/2007 11:04

this is starting to look like a real bargain

[dan de lion] 15/12/2007 00:56

The Jean Charles De Castelbajac House is owned by Marchpole, so anything sold under that name is either owned by MPH or under licence to MPH.

[cosnova] 14/12/2007 18:19

Just back from Paris called in to Galeries Lafayette, the store was packed out, didn't realise what a top label Castelbaja is there,
does anyone know if the womens licence is also part of the Marchpole deal?

[1947jim] 14/12/2007 13:44

I'm in same position as p0lzeath --- so would be interested in your feedback.
Positive or negative....
So far am not convinced that the Company is trading well enough -- and still dont like the fact of it being under sole decision making of MMorris.

[p0lzeath] 13/12/2007 17:24

Put it this way. I'm a non-holder. New to MPH, what are your best arguments for me investing tomorrow, succinctly expressed?

If you had to think of no more than 5 bullet point positives, what would they be?

[p0lzeath] 13/12/2007 17:22

But I see Dan's point. Proof of the pudding though...

[p0lzeath] 13/12/2007 17:21

I meant EPS, Eagle

[eagle eye3] 13/12/2007 17:07

mm said divi to remain as last year, 1.2 is an interim payment. good try

[dan de lion] 13/12/2007 16:43

Well, I think a figure of 60% increase in orders for the second half was mentioned, if all delivered that gives a second half T/O of appoaching 48 million making approx 78 million for the year as a whole, so I can see where the potential EPS comes from.

[p0lzeath] 13/12/2007 14:47

2 x 1.2p always used to be 2.4p LOL

[dan de lion] 13/12/2007 14:37

Well the brokers, having no doubt given the company a grilling are now forecasting EPS of 10p, the divi is 3.75p.

[p0lzeath] 13/12/2007 14:05

Not enough earnings to pay the divi on ongoing basis

[jimelson] 13/12/2007 13:53

IS there a share buyback still in hand? Or is this company in real trouble as i suspected?

[dan de lion] 12/12/2007 11:55

Divi is worth 8% by itself.

[dan de lion] 12/12/2007 11:18

I see that Shore Capital(house broker) have changed their minds again:-

2008 2009
Broker Date Rec Pre-tax (£) EPS(p) DPS(p) Pre-tax(£) EPS(p) DPS(p)
Shore Capital 10-12-07 CORP 4.20 10.10 3.80 7.90 18.90 4.40

Having been caught out, I have no doubt that they are now being ultra careful.

Have put a bid in for 20,000.

Edit. mine at 46.8p

[jamesjoel] 11/12/2007 15:59

PUMPER & DUMPER COME DEWAN*ER OR IS IT DERAMPER

FUC*OFF and crawl back into your hole.

[ba5hir is back] 11/12/2007 15:14

No hope inn this torrid market.

[eagle eye3] 11/12/2007 13:46

the market may trust him less but they have given him a nice discount to buy MPH back as a reward

[eagle eye3] 10/12/2007 12:23

true, but if I can buy your house for half price I will

[momentos] 10/12/2007 11:40

Different dynamic...

I am sure Michael Morris trusts himself totally to succeed, so he would value the company at, say 100m. The market on the other hand trusts him less (!), so values it at 12m.

Since Tufnell / Hampshire (were) moved on there is only one true decision taker at senior executive level.

[eagle eye3] 10/12/2007 11:18

if it goes to a price that is so cheap that a mbo is considered, is that MM or the market that is wrong.

[remynapoleon] 10/12/2007 10:48

I concur.

remynapoleon