Mereo Biopharma Share Discussion Threads

[wbjunior] 08/2/2007 13:15

wheres this announcement too, it all points to something ready to break imo, talk about patience. Nice pics by the way to distract from the waiting.........................wbj
Off out to snooker later so keep things on the boil for me cu

[momentos] 08/2/2007 12:51

Ungaro for the Gals Spring Summer 2007

Not Marchpole barring some distribution rights.... Very nice zoom feature to check out the detail (of the CLOTHES please gentlemen!)

Pret-a-Porter



Fever:



Fuschia



Spring summer 2007 for the Hommes not there yet, so to disappoint you.

Larvely..!

[dan de lion] 08/2/2007 11:10

Well, just to put us back where we were in 2004 when mph did not have anywhere near so much going for it means a £1.80 share price!

[lex1000] 08/2/2007 09:48

wbj,surprising how quickly companies can be re-rated as can be seen in charts of some o/t mentioned here.One always feels Company broker/mm has an inside track and will tip off others.With MPH looking for recovery 2004 style & beyond.Market and MPH keep us guessing which will hopefully change soon with positive sentiment a "fair" wind and positive newsflow.Fundies must see growth and % yield potential as hold huge chunk of shares and given weight by 'recent' director buying.Two quid will prove waiting patiently well worth it.Good luck here.aimvho.dyor.

[wbjunior] 08/2/2007 09:21

Yes Lex I will keep my fingers crossed that MPH don't muck this up by not dividing by 5......lol
You would think there was a buyer in the background and as long as no one is selling the price is being walked up to accomodate, but not sure. I always use a p/e of around 10 to buy into most stocks therefore with MPH forecast earnings of over 20p I would look at around £2.00 and then start to analyse the company before making any commitment. So at £1.17 these are a steal, but agree sentiment is a huge factor...........................wbj
10k buy at 117.5 on plus

[momentos] 08/2/2007 09:20

Obviously someone is desperate to fill an order. Zilch, Nada, no trades.

News:

NEVADA NEWCOMERS - HERE ARE A FEW NOT-TO-MISS EXHIBITORS MAKING THEIR DEBUT AT MAGIC, PROJECT AND EXCLUSIVE
5 February 2007
DNR

UNGARO HOMME

Ungaro Homme, the new brand from the designer's London-based licensee Marchpole, will be featured at The Exclusive, focusing on the young, trendy customer who likes a European touch in his clothes. The theme of the collection is "Russian Aristocracy" with rich browns, grays and olives, and it's played out in military double-breasted coats with faux-fur detailing. The made-in-Italy suits are done in two bodies with two and three buttons and peak lapels. One model is hipper and fashion forward, while the second is designed for the mainstream customer. Modeled the same way are cashmere blazers in five colors that team with the brand's denim jeans, and corduroy and cotton twill casuals. The full Ungaro Homme collection at the show will include knit and woven sport shirts, outerwear and sweaters with a luxurious attitude.

[lex1000] 08/2/2007 09:07

wbj,clear manipulation of share price so that Fundy could accumulate more cheaply.Prediction was time now right for mms to walk share price northwards and see trading range 118p-125p.For the rest waiting on news.Signs are very positive. MPH must see a fairer valuation at some point and explosive potential ready built in.Nice to see MPH 130p+ and 150p is a realistic target one feels.

[taffychaff] 08/2/2007 09:06

wbjunior
I believe that mms are simply trying to move this higher without buying or selling as they tend to do better when the share price is in a range.

check out pkw for a similar situation

[wbjunior] 08/2/2007 09:02

Up 1 with no trades showing, what is out that we are not privy too I wonder?...........................wbj

[lex1000] 08/2/2007 00:10

wbj,Fundies are holding & accumulating MPH.Directors bought respectful amount of shares.Marchpole must makes moves to trade Hardman valuation 137p-157p some time and waiting on imminent aquisition.Next leg news assisted therefore 125p-150p leaving 100p-125p behind.You'll see t/a-momentum buying on breakout above 125p;specifically trading & holding 127.5p.

Two o/t knew would be good 2007.Know what its like 100% invested conscious of sods law,the minute sell a few news comes out resulting immediate jump in share price. Here's a few links which includes mentions of other good o/t if you want to read them whilst waiting on MPH.Use other peeps brains & number crunching and share analysis in research.Never claim to be that clever,with common sense relying usually can spot opportunities.When MPH trading 150p+ i'll be more than happy for you.If there were fewer certainties in other stocks then more money would come into Marchpole.Sentiment makes a tremendous difference.Market has allowed accumulation of shares increasing declarable % Fund holdings.Nothing to hold share price back.







The signs & recent trading positive for Marchpole.Never can be sure with MPH but get the feeling share price wants to breakout.Fundies like growth & income.Reasonable divi being paid here.International and world growth sound strategy.Very interesting when news of UK aquisition released.There's an element of the speculative, right to be cautious, hopefully time coming soon where Marchpole earns respect and recognition of mrmarket.

edit: 8/2/07 wbj,in one of the links above poster makes reference to PIC and a very strong case.I'm in same position as you bulk money in one share.Intention is & has been to have open mind researching companies,review & consider all options.

[lex1000] 07/2/2007 14:29

o/t CCT breaking out.edit:PKW doing the biz too.Both potential doublers from 100p imo.

Come on Marchpole!

[wbjunior] 07/2/2007 11:12

Where this game is crooked is that we are not told of pending buy orders out there, all the cards are held by the mm and fundies imo...........wbj

[vixen] 07/2/2007 10:18

10k test and they hold. WOW! Maybe MM's like em?........ at last.

[argy2] 07/2/2007 09:14

lol wbj....one day you will be right.

[wbjunior] 07/2/2007 08:53

Morning all, quiet start to day, thought there might have been an RNS first thing but looks like tomorrow perhaps.........................wbj

[momentos] 07/2/2007 07:37

BTW the last annual report said this for major holders as at 14 July:

Michael Morris 25,821,715 18.98
Michael Morris 1997 Trustees* 9,800,000 7.20
Individuals & Private Clients 8,575,737 6.30 [assume = New York Nominees]
Rathbone Investment Management 7,100,000 5.22
M. Jean-Charles de Castelbajac 6,828,841 5.02
Goldman Sachs 6,301,895 4.63
Barclays Stockbrokers Limited 6,227,812 4.58
Squaregain 5,938,675 4.37
Gartmore Investment Management 5,649,198 4.15
Santa Lina SA 5,000,000 3.68
Man Financial Limited 4,878,952 3.59
Waterhouse Securities 4,109,455 3.02

(Just over 70%)

When I get a chance I will check RNS's since & update. Rathbone are difficult to track as they dont have to RNS, but they added in November (see their site Special Situations Nov 06 Report)

So my list looks a little skewed. Free float still less than 30%.

[momentos] 06/2/2007 21:01

TRied to dig out current perfume sales... appears to be made by AmorePacific but cant get recentfigures off the net

[lex1000] 06/2/2007 20:46

MPH has held share price near enough levels which saw Directors buying which on my system makes MPH buy to hold 108p-119p.Potential rough guide further positive signal is advfn user sentiment slowly creeping back from sub 50% towards 80%+.Continues black or white buy or sell.If you want further sign VIXEN still holding therefore another trading opportunity at the very least and potentially longer term hold.Purposefully included use of show potential to replace lost YSL revenue as in way shape or form is any potential included in share price current levels.Whilst always awareness caution to the downside MPH may be due fairer rating to include forward potential 6-12 months?

BUY 13 76.47%

HOLD 0 0.00%

SELL 4 23.53%

[momentos] 06/2/2007 20:11

PS 11 months until revenues on Castelbajac perfume kick in.... At takeover:

"A unique perfume for women, le Doudou, was launched in 2001 and is currently
sold in 52 countries with an annual Euro 30 million turnover. A men's fragrance
is to be launched in the near future. From 2008, the perfume business will
generate a royalty income for JCC S.A. of 4% on sales upto Euro 50 million per
annum and 3% on sales above Euro 50 million per annum."

Based on unchanged sales that's 800k extra clean pbt, or 2p on EPS based on 33% tax...

[momentos] 06/2/2007 20:06

Hence the header, now is the time! A little bravery required, though. Market downturn and poor Ungaro performance could have a devastating effect.

No more phony war now though. The proof of their strategy or otherwise will be shown in the next six to nine months. The slight skew to info on Ungaro launch success is the massive sell through of YSL, which may depress Ungaro a little at the outset.

The way they have raised the profile of JCC and the deals done looks to me like a masterclass in brand resurrection, promotion and exploitation. Reassuring.

We will see soon enough.

[momentos] 06/2/2007 18:39

At long last wbj?!

Befoer barclays increase I had it as:

19.25% Michael Morris

8.2% The Bank of New York Nominees Limited (2005 Annual Report p10)

7.5% Michael Morris 1997 Trust

6.4% Man Group

5.19% Rathbones Group (p8 of Rept)

5.1% J C De Castelbajac

4.8% HSBC Global Custody Nominee UK Limited (2005 Annual Report p10)

4.6% Barclayshare Nominees Limited (2005 Annual Report p10)

3.7% Santa Lina (Pernod Ricard)

3.23% Goldman Sachs

Others: 32.03%

______________________________

So "free float" down to 30% ish!

[wbjunior] 06/2/2007 18:15

Looks like fund interest at long last is starting to take a note of the potential of this company, now watch other fund managers jump in too.............................all good for moving forward............wbj