Mereo Biopharma Share Discussion Threads

[cheaky monkey] 13/6/2007 12:08

Thanks Lex, I'm not giving up my shares thats for sure!

[lex1000] 13/6/2007 11:49

MMs in match buyers to sellers have offer 25k @ 184.5p.

jamesjoel,accurate summing up.Aware there are a few traders who bank a few pennies profit here and there.Resistance @ mid point of 187.5p offering chance to buy below.


free stock charts from www.advfn.com

[cheaky monkey] 13/6/2007 11:41

Anyone for L2? Online trade offering 25K avail to buy and only 2.5K to sell, seems like the MMs have spare stock to shift?

[jamesjoel] 13/6/2007 09:51

The share price has consolidated between May/June after upward momentum since February.
The 3 year chart indicates Marchpole is hovering on a breakout and I expect if the results are good and impressive going forward (I think this is what the market is waiting for) me thinks it will take off and re-rated accordingly as the price is still way undervalued.

[lex1000] 13/6/2007 08:13

Yesterdays news impressive.Great to have mainline plus luxury denim range in 250 shops world wide and luxury.Read potential for possibly 500 shops?

We all know luxury sells and can see Marchpole have expanded horizons to global.Look at contries Marchpole are trading in.Everything in place,building and building on growth and earnings.

Recent news indicative can look forward good results end of June and November onwards.



>lex1000 - 7 Jun'07 - 17:38 - 1258 of 1321 edit
Date : 07/06/2007 @ 17:32
Source : TFN

"............luxury retailers like Saks Inc.
beat expectations."

>marben100 - 7 Jun'07 - 17:46 - 1259 of 1321
Yup Lex, Saks produced stonking results today... seem to remember a figure of +38% on sales against market expectation of +14% (from Bloomberg at lunchtime).

Wonder if Moda sells to them? Roll on the 28th :0)

>lex1000 - 8 Jun'07 - 07:36 - 1260 of 1321 edit


John Lewis week to June 2 total sales up 10 pct


LONDON (Thomson Financial) - John Lewis Partnership, the employee-owned
retailer, said week to June 2 sales at its 26 UK department stores increased
13.2 pct compared to the same week last year to 50.9 mln stg, while sales at its
chain of 183 Waitrose supermarkets were up 7.9 pct to 73.3 mln stg.
Total sales rose 10 pct to 124.4 mln stg.

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The copying, republication or redistribution of AFX News Content, including by
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>dan de lion - 8 Jun'07 - 08:07 - 1261 of 1321

MPH supplies them.

[lex1000] 13/6/2007 08:00

Good morning everyone.Bright and sunny day. Hope it is where you are.Eleven full trading days until Results.Waiting on Hardman & Co Monthly Newsletter for June 2007.In May issue said that they were expecting to upgrade their forecasts.Here's the link for anyone who wants to save to Favourites.


p.s wbj,Best wishes and hope it is sunny where you are today...lex

[superpete] 12/6/2007 22:36

Excellent news today.

[polzeath] 12/6/2007 14:43

O/T they're going crazy over at the IMP trading desks, not yet showing in much of a share price rise, though. Bottom tapped and shown to be firm as Kylie's buns LOL :-)

Busiest it's been for ages and mostly blue!

[lex1000] 12/6/2007 14:04

On line quotes mms have 25k stock on Offer @ 188p (Bid 185.2p) difficulty buying in such volume on line during quick rises next leg. Sometimes limit of 2,500 or less if unlucky

[polzeath] 12/6/2007 14:01

Just out of interest, yeah - Lee Cooper does have a Matalan link. An old mate of mine ran LC from 1998 and had a big stake in it himself Paul was a marketing whiz at heart, took a very tired and commoditized Lee Cooper and tried to put a bit of oomph back into the brand. Did a decent job and they sold out to Matalan at just the right moment (Matalan hit the buffers soon thereafter and sold Lee Cooper as part of their recovery plan I would say Lee Cooper isn't as bad as some of us middle-aged folk remember it and there's no longer an important Matalan connection.

Good luck to you fashion folk :-)

[lex1000] 12/6/2007 12:42

Sensei10,Marchpole are doing hats.Buy a new one out of Marchpole profits and dividends.Should hopefully be able to afford to buy several! Why not go the whole way in for a penny in for a pound.You may wish to consider complete new wardrobe of clothes and shoes a la Marchpole ;o)

[lex1000] 12/6/2007 12:11

BillBarton,better to have firmer share price,sustainable rises without volatility.Marchpole should advance on merit and expect to see rises on results.The latter is my personal preference.Recognise that some may not be able to value Marchpole in its new form is almost completely different company to old,transformed and positioned international and global.imo great potential.

When the time comes for next leg up people will know and see it on screens. No nonsense or messing about taken upwards on a few trades.MPH positioned nicely mid point 187.5p to break.Watch for buys appearing 190p+.Time to be holding before rises.aimvho.dyor.

[sensei10] 12/6/2007 11:43

I ate mine last week.

[billbarton] 12/6/2007 11:41

Lots of justified excitement on the BB although I must admit I am a little disappointed that the Lee Cooper news did not produce a bigger surge. However, having thought about it, I guess it is too near the results and the serious investors will never jump in then - preferring to wait and see the 'hard' results. I fully expect a re-rating after results but like others, I will continue to hold for the long term.

(I am almost half way through eating my hat for all of the doubts I expressed about MM before on this board - LOL).

[lex1000] 12/6/2007 11:24

marben100,yes very enthusiastic. With you on this one - can't wait.

I was speaking about the virtues of MPH down at 108p-112p highlighting breakout coming posted same day in fact both pre and as MPH breaking out.Similar to CCT @ 100p.

One has to very careful and responsible.Over enthusiasm and excitement can be infectious not so good if peolpe pile in buying the highs only to see share price retrace.o/t CCT fallen from 207p down to lows of 150p for instance and red again today.

The beauty of MPH is that the share has not run away rather consolidating and building for the next leg up.In my view MPH is trading at a discount.Therefore personally would rather researched and considered Marchpole down here (off highs 190p-193p)than chasing rising share price on breakout.

Follower of MPH for several years.Impressed with more knowledgeable postings and those that can grips to numbers providing indicative value one of whom is wbj - who has held 187.5p down to 65p where he bought more and back up to 187.5p

Genuinely hold and genuinely believe MPH worth more. Supports view excellent value sub 190p.That is at discount to true fair value and offers comfort zone of safety.Reason MPH rock solid during ALL market wobblies including recent one.I see potential between 300p-400p and possibly beyond.

Telegraph highlighted MPH has value due a re-rating as trading too great a discount to peers.

Therefore believe current posting to be responsible.Whether peeps buys or not is their decision alone.Done my research,bought,added and added more yesterday.At risk of repeating myself if CCT target price worth 250p then follows that MPH target price 300p-400p taking into account MPH has fewer shares in issue.

Leave it to the professional number crunches come results day.June should be good and November possibly even better still.

TYhe "trends" are there for all to see. Bullish.Holding.aimvho.dyor.

[marben100] 12/6/2007 10:56

Now then Lex, do I detect a little overexcitement here? In the words of Michael Winner: "calm down dear" :0).

Seems that MPH are really going for "full coverage" (head to toe): recent New Era baseball cap deal; Greenmark shoes; Lee Cooper jeans. Just hope Michael Morris doesn't keel over under this workload. Final results and the next interims will be really interesting - can't wait.

Cheers,

Mark

[lex1000] 12/6/2007 10:00

Rivaldo,as a matter of fact I haven't.Kept newspaper clipping photo and all! ;o)


Marchpole acquiring Greenmark Ltd a masterstroke.Strong green light to be holding both o/t and definitely MPH.I have bought MPH and added.fwiw I will not be selling on results seeing as strong hold and value MPH much higher.Great thing is MPH keep delivering more deals,enhancing growth and earnings.Brilliant.Holding.

regards

lex

[rivaldo] 12/6/2007 09:38

Lex, have you stopped thinking about those high heels yet? :o))

Nice RNS. And only just over 2 weeks till results, so things are building nicely.

[lex1000] 12/6/2007 09:30

Trades on PLUS:mms paid premium for 10k, view as positive.Previous intra-highs 190p-193p.

12/06/2007 09:01:24 188.45 1500 O 282675.00
12/06/2007 08:26:38 187.40 10000 O 1874000.00
12/06/2007 08:16:19 188.38 5000 O 941900.00
12/06/2007 08:02:50 188.50 2632 O 496132.00
12/06/2007 08:02:38 188.38 1049 O 197610.62
12/06/2007 08:02:14 188.50 2000 O 377000.00

MPH has not risen pre-results.Happy for market to value MPH on results,huge potential and re-rate in line with peers i.e presently trading at a discount.

[wbjunior] 12/6/2007 09:08

If it is, is it a good sign from the gods ???????..........................wbj

[dan de lion] 12/6/2007 09:06

Is that the "Cup and Handle" chart sign?

[lex1000] 12/6/2007 08:31

Fossie,Marchpole have excellence in building and enhance "BRANDS." This is their strength,excellence,obvious choice and reputation built on it.

Take a look at how BBC have re-branded Dr Who.Hugely popular and top selling toys and merchandising.btw BBC actually have a branding team.

Lee Cooper brand combine with MPH fashion branding expertise.Expanding Worldwide.

Point is existing brands have potential,become better known and potential big earners.All about Brands and combined empathis 'Worldwide." Marchpole have moved on from 75% on YSL in UK to something much more impressive and huge potential.Note just about licenses look at acquisitions.Taken company international and global opening up markets and growth.If the truth be known more bullish on MPH than o/t holding.Bullish.aimvho.dyor.