Mereo Biopharma Share Discussion Threads

[momentos] 16/7/2006 13:53

Their buy / sell prices are based on open mid. Given that the spread is usually 0.5p at least on MPH and they require a confirmation gap up / down before trading it is fair to take off 0.25p for each of these factors. This is what happens to 10,000 at a trade cost of 10.00, a loss of 4300! 1,000 leaves £34.43.

Date ----- Price -- B/S --- BB Says TRUE --- Less Costs --- Costs
14.07.06 -- 20.50 -- Sell -- 51200 -- 5713.90 --- 5703.90 --- 10.00
12.07.06 -- 20.25 -- Buy --- 50500 -- 5968.01 --- 5928.17 --- 39.84
29.06.06 -- 22.00 -- Sell -- 50500 -- 5978.01 --- 5968.01 --- 10.00
22.06.06 -- 20.75 -- Buy --- 47700 -- 5948.24 --- 5908.50 --- 39.74
20.06.06 -- 21.00 -- Sell -- 47700 -- 5958.24 --- 5948.24 --- 10.00
15.06.06 -- 19.75 -- Buy --- 44800 -- 5925.21 --- 5885.58 --- 39.63
08.06.06 -- 21.75 -- Sell -- 44800 -- 5935.21 --- 5925.21 --- 10.00
26.05.06 -- 21.00 -- Buy --- 43300 -- 6045.27 --- 6005.04 --- 40.23
24.05.06 -- 21.25 -- Sell -- 43300 -- 6055.27 --- 6045.27 --- 10.00
19.05.06 -- 22.00 -- Buy --- 44800 -- 6608.99 --- 6565.95 --- 43.04
08.05.06 -- 26.00 -- Sell -- 44800 -- 6618.99 --- 6608.99 --- 10.00
02.05.06 -- 21.25 -- Buy --- 36600 -- 5684.03 --- 5645.61 --- 38.42
11.04.06 -- 22.25 -- Sell -- 36600 -- 5694.03 --- 5684.03 --- 10.00
31.03.06 -- 19.75 -- Buy --- 32500 -- 5338.03 --- 5301.34 --- 36.69
22.03.06 -- 21.50 -- Sell -- 32500 -- 5348.03 --- 5338.03 --- 10.00
17.03.06 -- 21.75 -- Buy --- 32900 -- 5704.88 --- 5666.36 --- 38.52
14.03.06 -- 21.50 -- Sell -- 32900 -- 5714.88 --- 5704.88 --- 10.00
10.03.06 -- 22.25 -- Buy --- 34000 -- 6232.28 --- 6191.12 --- 41.16
06.03.06 -- 13.50 -- Sell -- 34000 -- 6242.28 --- 6232.28 --- 10.00
28.02.06 -- 12.25 -- Buy --- 30900 -- 6163.06 --- 6122.24 --- 40.82
21.02.06 -- 13.50 -- Sell -- 30900 -- 6173.06 --- 6163.06 --- 10.00
09.02.06 -- 13.25 -- Buy --- 30300 -- 6572.06 --- 6529.20 --- 42.86
06.02.06 -- 13.75 -- Sell -- 30300 -- 6582.06 --- 6572.06 --- 10.00
02.02.06 -- 14.50 -- Buy --- 32000 -- 7498.88 --- 7451.39 --- 47.49
26.01.06 -- 15.00 -- Sell -- 32000 -- 7508.88 --- 7498.88 --- 10.00
17.01.06 -- 15.75 -- Buy --- 33600 -- 8467.46 --- 8415.12 --- 52.34
14.12.05 -- 17.25 -- Sell -- 33600 -- 8477.46 --- 8467.46 --- 10.00
01.12.05 -- 16.00 -- Buy --- 31100 -- 8402.94 --- 8350.93 --- 52.01
31.10.05 -- 18.25 -- Sell -- 31100 -- 8412.94 --- 8402.94 --- 10.00
24.10.05 -- 17.75 -- Buy --- 30300 -- 8703.44 --- 8649.92 --- 53.52
14.10.05 -- 19.50 -- Sell -- 30300 -- 8713.44 --- 8703.44 --- 10.00
11.10.05 -- 19.25 -- Buy --- 29900 -- 9112.95 --- 9057.39 --- 55.56
29.09.05 -- 21.00 -- Sell -- 29900 -- 9122.95 --- 9112.95 --- 10.00
26.09.05 -- 20.25 -- Buy --- 28800 -- 9290.66 --- 9234.21 --- 56.45
14.09.05 -- 22.25 -- Sell -- 28800 -- 9300.66 --- 9290.66 --- 10.00
19.08.05 -- 23.75 -- Buy --- 30800 -- 10431.86 --- 10369.70 --- 62.16
08.08.05 -- 24.75 -- Sell -- 30800 -- 10441.86 --- 10431.86 --- 10.00
28.07.05 -- 21.50 -- Buy --- 26700 -- 9530.68 --- 9473.03 --- 57.65
25.07.05 -- 22.25 -- Sell -- 26700 -- 9540.68 --- 9530.68 --- 10.00
20.07.05 -- 22.75 -- Buy --- 27300 -- 10259.96 --- 10198.66 --- 61.30
14.07.05 -- 24.50 -- Sell -- 27300 -- 10269.96 --- 10259.96 --- 10.00
06.07.05 -- 24.50 -- Buy --- 27300 -- 10761.68 --- 10697.87 --- 63.81
16.06.05 -- 26.75 -- Sell -- 27300 -- 10771.68 -- 10761.68 -- 10.00
10.06.05 -- 22.50 -- Buy --- 23000 -- 9495.52 --- 9438.04 --- 57.48
07.06.05 -- 23.75 -- Sell -- 23000 -- 9505.52 --- 9495.52 --- 10.00
27.05.05 -- 21.50 -- Buy --- 20800 -- 9049.72 --- 8994.47 --- 55.25
19.05.05 -- 22.25 -- Sell -- 20800 -- 9059.72 --- 9049.72 --- 10.00
11.05.05 -- 20.00 -- Buy --- 18700 -- 8592.01 --- 8539.05 --- 52.96
27.04.05 -- 22.25 -- Sell -- 18700 -- 8602.01 --- 8592.01 --- 10.00
22.04.05 -- 22.50 -- Buy --- 18900 -- 9152.14 --- 9096.38 --- 55.76
22.03.05 -- 28.00 -- Sell -- 18900 -- 9162.14 -- 9152.14 -- 10.00
18.03.05 -- 27.50 -- Buy --- 18600 -- 9385.65 -- 9328.72 -- 56.93
02.03.05 -- 28.75 -- Sell -- 18600 -- 9395.65 -- 9385.65 -- 10.00
24.02.05 -- 26.50 -- Buy --- 17100 -- 9035.09 -- 8979.91 -- 55.18
21.02.05 -- 26.00 -- Sell -- 17100 -- 9045.09 -- 9035.09 -- 10.00
17.02.05 -- 25.75 -- Buy --- 17000 -- 9367.96 -- 9311.12 -- 56.84
02.02.05 -- 28.50 -- Sell -- 17000 -- 9377.96 -- 9367.96 -- 10.00
28.01.05 -- 27.25 -- Buy --- 16200 -- 9350.98 -- 9294.23 -- 56.75
26.01.05 -- 27.00 -- Sell -- 16200 -- 9360.98 -- 9350.98 -- 10.00
21.01.05 -- 26.75 -- Buy --- 16100 -- 9684.33 -- 9625.91 -- 58.42
20.12.04 -- 28.00 -- Sell -- 16100 -- 9694.33 -- 9684.33 -- 10.00
10.12.04 -- 27.00 -- Buy --- 15500 -- 9753.10 -- 9694.33 -- 58.77
06.12.04 -- 27.00 -- Sell -- 15500 -- 9763.10 -- 9753.10 -- 10.00
29.11.04 -- 30.50 -- Buy --- 17500 -- 11488.42 -- 11420.98 -- 67.44
24.11.04 -- 32.75 -- Sell -- 17500 -- 11498.42 -- 11488.42 -- 10.00
19.11.04 -- 32.00 -- Buy --- 17100 -- 11655.83 -- 11587.55 -- 68.28
15.11.04 -- 33.50 -- Sell -- 17100 -- 11665.83 -- 11655.83 -- 10.00
03.11.04 -- 36.00 -- Buy --- 18400 -- 12978.00 -- 12903.11 -- 74.89
01.11.04 -- 34.50 -- Sell -- 18400 -- 12988.00 -- 12978.00 -- 10.00
28.10.04 -- 34.50 -- Buy --- 18400 -- 13447.24 -- 13370.00 -- 77.24
18.10.04 -- 35.50 -- Sell -- 18400 -- 13457.24 -- 13447.24 -- 10.00
13.10.04 -- 34.50 -- Buy --- 17900 -- 13534.91 -- 13457.24 -- 77.67
08.10.04 -- 34.00 -- Sell -- 17900 -- 13544.91 -- 13534.91 -- 10.00
06.10.04 -- 32.50 -- Buy --- 17100 -- 13419.85 -- 13342.75 -- 77.10
01.10.04 -- 32.25 -- Sell -- 17100 -- 13429.85 -- 13419.85 -- 10.00
29.09.04 -- 31.50 -- Buy --- 16700 -- 13613.67 -- 13535.60 -- 78.07
24.09.04 -- 30.75 -- Sell -- 16700 -- 13623.67 -- 13613.67 -- 10.00
16.09.04 -- 27.00 -- Buy --- 14600 -- 12457.44 -- 12385.15 -- 72.29
31.08.04 -- 23.50 -- Sell -- 14600 -- 12467.44 -- 12457.44 -- 10.00
25.08.04 -- 22.00 -- Buy --- 13700 -- 12267.75 -- 12196.41 -- 71.34
29.07.04 -- 26.00 -- Sell -- 13700 -- 12277.75 -- 12267.75 -- 10.00
16.07.04 -- 20.00 -- Buy --- 10500 -- 9930.00 -- 9870.35 -- 59.65
12.07.04 -- 19.50 -- Sell -- 10500 -- 9940.00 -- 9930.00 -- 10.00
08.07.04 -- 18.50 -- Buy --- 10000 -- 10000.00 -- 9940.00 -- 60.00

[dan de lion] 16/7/2006 10:42

British Bullsh*t sold at 20.5p? making another impossible profit!!!!!

[momentos] 15/7/2006 21:52

Been designing for Givenchy for ages... No Marchpole connection.

See also his big American push:

Thinking of going long CR?

[cockneyrebel] 15/7/2006 21:50

I didn't realise Boateng was designing for LVMH, I'm not fully up to date here.



CR

[momentos] 14/7/2006 14:09

Nicely offsets the red on the chart volume I thought.

[cr4zyness] 14/7/2006 13:55

Check out the colours whoooooooooooo!!!!!!!!!!!!!!!

[momentos] 14/7/2006 13:39

header makeover!

[momentos] 14/7/2006 10:21

Altogether now...

All the old paintings on the tombs
They do the sand dance don't you know
If they move too quick (oh whey oh)
They're falling down like a domino

All the bazaar men by the Nile
They got the money on a bet
Gold crocodiles (oh whey oh)
They snap their teeth on your cigarette

Foreign types with the hookah pipes say
Ay oh whey oh, ay oh whey oh
Walk like an Egyptian

Blonde waitresses take their trays
They spin around and they cross the floor
They've got the moves (oh whey oh)
You drop your drink then they bring you more

All the school kids so sick of books
They like the punk and the metal band
When the buzzer rings (oh whey oh)
They're walking like an Egyptian

All the kids in the marketplace say
Ay oh whey oh, ay oh whey oh
Walk like an Egyptian

Slide your feet up the street bend your back
Shift your arm then you pull it back
Life is hard you know (oh whey oh)
So strike a pose on a Cadillac

If you want to find all the cops
They're hanging out in the donut shop
They sing and dance (oh whey oh)
Spin the clubs cruise down the block

All the Japanese with their yen
The party boys call the Kremlin
And the Chinese know (oh whey oh)
They walk the line like Egyptian

All the cops in the donut shop say
Ay oh whey oh, ay oh whey oh
Walk like an Egyptian
Walk like an Egyptian

[momentos] 14/7/2006 10:13

BTW posted a sell if last night!

Presumably they will claim a sell at 20.5 today. Another bit of "impossible" profit making from BBS.

NOt sure about all these Harami crosses tbh. To me the shareprice seems to be doing a bit of "Walk like an Egyptian", perhaps in celebration of the imminent Middle East deal?

[momentos] 14/7/2006 10:08

Bid off 1/4 but still getting 20.5 to buy online....

5% spread. Seems MM's are keen to accumulate.

[wbjunior] 14/7/2006 09:32

Forward p/e ratio of around 6 and Peg of 0.2 says it all, way undervalued just a matter of timing the release of good news to ignite the interest and get it moving north......................................wbj

[momentos] 14/7/2006 09:10

IC Good Value at 22p:

Marchpole's pre-tax profit figure may have been static, year on year, but this time around it was actually depressed by one-offs. Specifically, the legal costs and start-up losses relating to the design and administration of the Ungaro brand depressed profits, knocking a net GBP900,000 off the bottom line.

Of more concern is the ending of Marchpole's Yves Saint Laurent licence in six months' time, although this will be partially offset by the debut Ungaro Homme collection, due for launch in autumn/winter 2006. Marchpole has a number of key accounts that will be affected, including Debenhams, John Lewis and Moss Bros.

Still, the growth of the Jean-Charles de Catelbajac (JCC) brand - which Marchpole owns - and the acquisition of Moda America, in March, look promising. In particular, Moda has strong relationships with distributors in the US that can be used to enhance the promotion of the JCC brands. In fact, since its acquisition, Marchpole has now doubled the number of JCC licence agreements, and the company's forward order book now already represents 80 per cent of last year's sales.

House broker Shore Capital has upgraded its current-year adjusted pre-tax profits estimate from GBP6.6m to GBP7.1m (from GBP4.9m in 2005-06), giving EPS of 3.5p (2.6p).

We stick by the view that we held six months ago - namely that, despite the uncertainties stemming from the loss of the Yves Saint Laurent licence, a forecast earnings multiple of 6 looks undemanding. Good value

[Reminder]

[momentos] 13/7/2006 18:16

Wouldn't surprise me if the figure underplays it a bit so there is a room for an "ahead of expectations" statement later in the year!

[dan de lion] 13/7/2006 17:18

I assume that an RNS will be issued when the deal is finally signed, need not be at seven in the morning, could be anytime.

I see that Shore Capital are forecasting an eps of 3.4p for this year(forecast dated 30/06/06).

[wbjunior] 13/7/2006 16:43

Hopefully an RNS tomorrow at 7am and then some volumn to lift this lovely share into the heavens and beyond and who knows followed by a very positive first quarter trading update......................wow.................wbj
Off to club for snooker see you all tomorrow for lift off

[brindy] 13/7/2006 16:09

More than likely !

[brindy] 13/7/2006 16:06

Wasn't me either !!

[momentos] 13/7/2006 15:58

That was me buying 145,386 at 20.5p. (not)

[wbjunior] 13/7/2006 10:37

lol , its that trip to the seaside to much sun and not enough ice cream to keep cool ok now.................................wbj

[momentos] 13/7/2006 09:29

and that from one of the most patient investors I know......! Its only 15 days wbj, chill!

[wbjunior] 13/7/2006 09:27

I have never known a word as long as imminent as far as MPH is concerned, it means to me near at hand, next couple of days at worse. Does no good making snap statements like the Moda acquisition then taking months to complete, hope this is not the case with the Gulf states deal investor patience is running out...........................wbj