Mereo Biopharma Share Discussion Threads

[lex1000] 04/7/2007 15:48

marben100,thanks.Funny months May to July. Funds snap up PI sells.

[marben100] 04/7/2007 15:45

O/T Nice post in "the other place" on CCT here:

Might cheer you up a bit Lex :0). I bought in to CCT following recent falls. Am thinking of topping up - looks like someone has just beaten me to it with a 10K buy.

Oh.. and it looks like Axa added 400K MPH on 28th June (RNS just out) :0)

Summer chilling season for these and many other smallcaps methinks...

Cheers,

Mark

[lex1000] 04/7/2007 14:43

ARGY2,downtrend CCT chart,bearish talk about interest rates market in general and CCT in particular.MPH ok I think providing hold 162p-165p and see no sells appearing sub 160p.Advice suggested short term is to sit it out and wait.From 100p MPH is currently outperforming CCT.Medium to long term holdings should do fine methinks. aimvho.

[argy2] 04/7/2007 13:54

Both doing badly then. What do charts say?...can't be good imho.

[lex1000] 04/7/2007 13:49

MPH holding up much better than CCT have done.

[lex1000] 04/7/2007 12:28

dramatis,yes anything can happen.All i'm saying can't see any justifiable reason why MPH should drop below recent lows of 162p-165p.On the basis of glass half full favour double bottom.regards lex;o)

[dramatis] 04/7/2007 12:02

lex...anything can happen. until some serious buying takes place this price could shift anyhere, temporarily. it has done so before. definitely a stock for people that like the management, such as myself. buy and hold.

[lex1000] 04/7/2007 11:54

Looking consolidation & bounce from here.Why someone should sell 50k at this point is beyond me.If weakens imo ok hold onto 162p-164p.Would not want to see any dip below 160p. Can't see that happening.Positive mid point @ 166p.aimvho.


free stock charts from www.advfn.com

[deanroberthunt] 04/7/2007 11:17

chart looks like its preparing for another fall.

[cosnova] 04/7/2007 11:03

the micky makers testing the price!!!

[lex1000] 04/7/2007 10:27

25k "T" buy @ 168p & 50k sell @ 165.25p.Consolidated at these levels before matching buyers to sellers.
PLUS
04/07/2007 10:24:36 164.00 3,000 O 4,920.00
04/07/2007 10:21:17 164.00 2,500 O 4,100.00
04/07/2007 10:20:56 164.00 2,500 O 4,100.00
04/07/2007 10:11:05 165.00 2,500 O 4,125.00
04/07/2007 10:10:50 165.50 5,000 O 8,275.00

[corrientes] 04/7/2007 10:16

Trust the bu--ers to do the opposite.

[cosnova] 04/7/2007 09:54

plenty of buying today, hopefully will see the bounce soon!!!!

[cosnova] 04/7/2007 08:04

Marchpole Holding(s) in Company


RNS Number:5971Z
Marchpole Holdings PLC
03 July 2007

MARCHPOLE HOLDINGS PLC (GB00B1DSZC4)



NOTIFICATION OF MAJOR INTERESTS IN SHARES



The Company has been informed of the following changes in the shareholding and
total voting rights of Barclays PLC.


Date of Threshold Previous Resultant Shareholder Percentage
transaction crossed holding holding

27.06.07 7% 2,153,804 2,212,817 Barclays Gloval Investors Ltd, 8.13
Barclays Life Ass. Co Ltd
Barclays Stockbrokers Ltd
Gerrard Inv. Mgmt Ltd

28.06.07 8% 2,212,817 2,150,218 Barclays Gloval Investors Ltd, 7.90
Barclays Life Ass. Co Ltd
Barclays Stockbrokers Ltd
Gerrard Inv. Mgmt Ltd

[lex1000] 04/7/2007 07:53

dan de lion - 3 Jul'07 - 11:37 - 1656 of 1658 50k "T" trade @ 168p showing pre-open.You were right about big boy buyer in the background!

[dramatis] 04/7/2007 07:52

50,000 T trade before opening............nice :-)

[wynmck] 03/7/2007 13:09

A vote of confidence from Robbie Burns in update on his site
"Marchpole produced very decent FY results-in this climate of course they went down a bit but I continue to hold long term"

[dan de lion] 03/7/2007 11:37

Only 15,000 of sells showing so far, must be one of the big boys with a buy order in the background causing the rise.

[lex1000] 03/7/2007 11:27

Hardman in their June report speak of deals thus far this year.Indicative of more to come.In addition to small acquistion in Company finals mention of further deals in the pipeline.There comes a point where the fact that Marchpole is trading @ 50% discount to its peers will need to be addressed.


"We are in continuing negotiation with other potential licensees and distributors as we continue to develop this segment of our strategy."

"We continue to invest in the brand and are confident of future growth."

[dan de lion] 03/7/2007 10:35

Give it a couple of years and Moda by itself will be worth more than the total current Stockmarket valuation of MPH.

IMHO.

[marben100] 03/7/2007 09:41

Sammu,

As Marchpole's largest shareholder, MM's "incentives" pale into insignificance next to the impact on the value of his MPH holdings of any action that destroys shareholder value. His interests lie very firmly in doing a GOOD deal, rather than any deal that grows the business.

Must admit, I too am not too keen on this idea but, as ddl suggests, the deals MM has done so far appear very shrewd. I hope to be able to to discuss this move at the AGM.

Cheers,

Mark

[lex1000] 03/7/2007 09:30

Creeping back up.Bid firming.

[lex1000] 03/7/2007 09:18

In re-morphing MM & Team MPH have done everything right and makes sense.Waiting on update from Hardman & Co.

[dan de lion] 03/7/2007 08:05

When you can stock up your shops at the prices MPH obtain their goods for it makes excellent sense, "vertical intergration" I think it is called.

Everything MM has bought so far has been a bargain.