Mereo Biopharma Share Discussion Threads

[lex1000] 23/5/2007 13:29

Trading positively.Though no reason for doing so,was open minded that MPH might have retraced a tad more during the lull.The fact that MPH has held most gains (good reasons as imo MPH cheap) on up-rating is impressive & justifiable.Steady buying with occasional sell.Waiting for return to mid point @ 187.5p journeying onto historical chart 200p-400p.Higher is possible.We'll need to see detailed numbers in results to gauge how well MPH are doing.Team MPH in my view have excelled themselves. Believe MPH is an exciting stock to be holding if you can take the boredom in between each leg up! Remember MPH does not mess about on re-rating higher i.e ditherers might miss bottom.Last time there was a whoosh to 189p-193p premature as it turned out.Hardman in v.optimistic mood as am I on MPH. Remember big investments by Funds.Growth,income potential earnings possible surprise to the upside. aimvho.dyor.


23/05/2007 11:56:34 182.48 1000 O 182480.00
23/05/2007 11:41:08 182.48 1000 O 182480.00
23/05/2007 11:29:31 182.95 5000 O 914750.00
23/05/2007 11:27:41 182.95 5000 O 914750.00
23/05/2007 11:17:46 182.95 2000 O 365900.00

[cosnova] 23/5/2007 11:42

some strong buying

anyone got level 2

thanks

[lex1000] 23/5/2007 11:25

MPH has been consolidating.Funds have been accumalting.Interesting movement large chunks of stock.Full ask on trades of 10k.On line quotes firming.Time to consider hopping on board methinks.182p-183p,expect fill 189p-193p and test 200p.Reckon MPH worth all of 250p.Results should tell us and possibility more news too.aimvho.dyor.

[lex1000] 23/5/2007 10:33

Good morning wbj.Bid ticked up I see.On line quotes Bid 182.15p (max 25k) Offer 182.85p (max 15k)

PLUS Markets

23/05/2007 10:10:14 182.20 80 O 14576.00
23/05/2007 08:31:42 182.20 4000 O 728800.00
23/05/2007 08:17:54 182.95 4000 O 731800.00
23/05/2007 08:13:20 182.95 4000 O 731800.00
23/05/2007 08:06:05 182.95 5000 O 914750.00
23/05/2007 08:03:52 182.85 5000 O 914250.00
23/05/2007 08:00:24 182.48 10000 O 1824800.00

[dan de lion] 23/5/2007 08:21

Yes, that quantity at that price must draw a line under the price and with the results date approaching then it is time to get in before the other T20`s.

[wbjunior] 23/5/2007 08:14

Looks like a good time to me dan, good luck, around 10% of company traded yesterday at 1.82 must be big players moving in imho...................wbj

[dan de lion] 23/5/2007 08:08

Just taken out a T20 on 5,000 @ £1.8295.

[foxking] 23/5/2007 07:26

Rivaldo, thanks for that. All sounds good

[lex1000] 22/5/2007 23:20

Rivaldo,thanks for posting.Strong hint of more upgrades here.

[lex1000] 22/5/2007 23:19

wbj,look out for RNS.Periods leading up and after Interims will provide ideas as to where MPH is heading.

[rivaldo] 22/5/2007 22:14

Hardman have just released their May newsletter, with an update on MPH - note the last line about expecting to upgrade their forecasts...



"Fashion brand management group, Marchpole Holdings, has continued its busy year with the announcement of a long term licence agreement with New Era, a company that is well known for having introduced the "Brooklyn style" baseball cap to the market. New Era's headwear can be found on the catwalk, the high street and in sports fashion and its New Era 59FIFTY collection has been the
official headwear of several well known baseball, basketball and
hockey teams (MLB, NBA and NHL) as well as major European footwear teams including Manchester United, Barcelona and Juventus. Under the terms
of this new licence agreement an exclusive collection of headwear is to be launched worldwide.

With US based New Era having an international distribution network and annual turnover of circa US$320m this is another coup for Marchpole. We will be
meeting with company management next week and expect that we will be upgrading
our forecasts."

[wbjunior] 22/5/2007 19:44

lex would expect rns tomorrow showing increase in holdings by some funds imv. All will be revealed soon and roll on the preliminary date announcement..............regards wbj

[lex1000] 22/5/2007 18:29

wbj,advfn showing over 2.2m. Additional 766,296 @ 182p and 721,296 @ 182.003p pushed volumes up.

[wbjunior] 22/5/2007 16:00

Whats your guess what happening lex?................wbj
Over 500 thousand at £1.82 mid as you say, interesting news soon me thinks.

[lex1000] 22/5/2007 15:35

Interesting trades going through @ mid price.

[wbjunior] 22/5/2007 11:06

Hi Dan hope you had a good holiday and got a good tan, can't wait to get back to Palma Nova, half board package deal with hotel on beach, so well earned rest for mrs wbj.lol...........................Still no contact from Matt, hope all is well with him. Regards.............................wbj
Ps should see the t20/30 kicking in once the results date is published.

[dan de lion] 22/5/2007 10:50

Back fron Menorca.

wbj:-

Hopefully the 6 months "sell through" time does not include goods already in the shops!

[cosnova] 22/5/2007 10:48

Looks like mph ordered the YSL kit up to the rafters, I am seeing it everywhere,
in particular I notice that Lillywhites are really pushing it.

The figures will probably surprise everyone with the final push!

[wbjunior] 22/5/2007 10:08

cosnova recon you may be right first week of July looks favourite. Hoping we hold in the 180 to 185 range before trading news breaks, I am expecting some great figures to be published with more news about further licences/acquisitions and further expansion of existing brands in USA. Off to spain first week of July so may miss results time......................holding firm............wbj

Ps Popped into John Lewis and saw the Ungaro suits and shirts on sale looking very good but still YSL gear on sale so may take time until full Ungaro range is in stock.

[jason8466] 22/5/2007 09:00

TY Foxking,

interesting read

[cosnova] 22/5/2007 08:17

At this rate looks like mph will be reporting in July

[foxking] 21/5/2007 14:10

From The Sunday TimesMay 20, 2007

Fund with a luxury labelJenny Davey
INVESTORS are being offered the chance to buy into the world's first investment fund dedicated to luxury brands, such as Porsche, Louis Vuitton and Gucci.

The new fund, which requires a minimum investment of £5,000, will be floated on the Irish stock exchange on June 4 with a capitalisation of about £100m. The aim is to expand it to £1 billion in the following 12 months and cash in on global demand for luxury products.

It will be called Chic and be backed by Black Rock Merrill Lynch investment advisers, one of the world's biggest fund managers, along with Dominion, another investment adviser, and the banks NM Rothschild and HSBC.

It will inevitably appeal to the super-wealthy, but the sponsors hope the fund will also attract a wide range of affluent and financially shrewd investors.

Unusually for an investment fund, Chic will reveal exactly which companies it will take stakes in. The biggest holdings will be in Apple, Diageo, LVMH, Sony, BMW and Nike, with further investments in Marc Jacobs, Fendi, Alexander McQueen, Stella McCartney, Prada, Tiffany and Bang & Olufsen.

Its backers claim that luxury-goods companies are growing much faster than other firms, propelled by huge demand across Europe and America and emerging markets in Asia and Russia.

Goldman Sachs recently forecast there would be 160m new consumers of luxury goods in China alone within four years.

Just over half the fund will be invested in Europe, 37% in America and 12% in Asia

[jason8466] 21/5/2007 13:14

mike pompeyfan,

the link does not seem to be working ....any chance of copy and paste please ?

[mikepompeyfan] 20/5/2007 21:50

This must be good news for Marchpole

[foxking] 20/5/2007 21:47

Lex,

Slightly OT !!

I am a long term holder in MPH ( 15p -20p pre consolidation days ) and am at present considering buying CCT .
The similarities between the share price of the two over the last 5 years + is uncanny . Furthermore , I notice that both are currently 'bang on' their previous 'major highs'of 3 and 4 years ago .
I feel really positive about the prospects of both over the next 12 months, although I feel that CCT did get 'technically ahead of itself' and needed the retracement ( a bit like my major holding RCG on whose thread I notice you have started posting on now and again .)
BTW I have also a small holding in PET (another of your shares )which is more of a speculative buy but feel it could really take off if the ' politics of the middle east ' go their way !

Cheers

Foxking