Mereo Biopharma Share Discussion Threads

[eagle eye3] 09/8/2007 13:13

at this rate there will be more in the bank than the company is worth

[remynapoleon] 09/8/2007 11:24

cosnova

Ok, thanks.

remynapoleon

[wbjunior] 09/8/2007 10:12

silly price now, great opportunity to top up with divi money soon or spare cash imho............wbj
off for rest of day take care.

[lex1000] 09/8/2007 09:09

Funds bought @ 177p with last director buys @ 153p has not helped support stock.Recent news on trading + FD resigning has not raised sentiment either. ;o(

Trend of funds accumulating off the back of PI selling.aimvho

sp hasn't held above 200 sma.

Where MPH bottoms depends on sellers.Doesn't help with drop from 190p-193p,hard if MPH 100% of your holdings and trigger stops on way down.Worse case scenario back to 120p.

For those spread money across portfolio spread the risk,win some and lose some.Consolation MPH pays a small divi and know deals in pipeline + on look out acquisition.aimvho.dyor.



free stock charts from www.advfn.com

[wbjunior] 09/8/2007 07:54

Morning all, hopefully a better day today, keep the faith................wbj

[cosnova] 08/8/2007 20:29

Remy,

I wasn't referring to you, I appreciate your contributions.

[deanroberthunt] 08/8/2007 20:09

not long ago i was on a 1 bagger!!! seems Moda's struggling to live up to YSL + fd resigning, plenty for the market to be negative about, so here we go again.

[wbjunior] 08/8/2007 17:55

Marchpole upbeat about replacing YSL loss

Created:
8 August 2007
Written by:
Shunil Roy-Chaudhuri
Investors chronical
Marchpole says it's well placed to withstand the termination of its Yves Saint Laurent licence.

Advertising

In particular, sales of Emanuel Ungaro and Ungaro Homme clothing in Europe are encouraging, while underlying sales of brand Jean Charles de Castelbajac rose 5 per cent in the three months to end of June. But the US retail environment remains tough, and sales by Moda America have fallen year-on-year.
IC view
GoodValue

The US climate is a concern, but, at 139p, the shares trade on just seven times forecast earnings for 2007. Good value.............wbj

[lex1000] 08/8/2007 16:26

Accept as per post 1960 need for MPH to get back above 140p asap. Hopefully good newsflow to come on new deals & acquisition.Marchpole is a share which requires patience as does rcg!

[polzeath] 08/8/2007 16:17

Bloody awful LOL :-)

[lex1000] 08/8/2007 16:14

Polzeath,how's imp & rcg?

[polzeath] 08/8/2007 16:09

I was provoked LOL :-)

Sensei has a lot to answer for ;-)

[lex1000] 08/8/2007 14:47

Better idea come November '07 and March'08.Hopefully more news in pipeline on deals and acquisition. In the meantime need to get back up above 140p............wbj beers on me if o/t gets back to 200p before MPH revisits 190p+!regards lex;o)

[wbjunior] 08/8/2007 14:09

By Emily Seares Retail News
08/08/2007
Fashion brand owner Marchpole revealed sales were strong in the 13 weeks to July 1, following the acquisitions of Homebody and Greenmark and despite the termination of its YSL licence.

However, the group said that as a result of these major changes, "it is meaningless to draw comparisons with the same period last year".

Sales of Emanuel Ungaro have been encouraging in the UK and Europe, in line with company expectations. Like-for-like sales of Jean Charles de Castelbajac rose 5 per cent and royalty income has more than doubled, which the group said reflects new licence agreements put in place over the past 12 months.

The retailer said Greenmark was successfully integrated into the Marchpole business model and is performing ahead of expectations. However, the retail environment in North America continues to be difficult and sales by Moda America are lower than last year, the group revealed.

In June, it was revealed that chairman Michael Morris was in talks to acquire a menswear chain, after operating profits doubled to £10.1 million for the year to March 31 (Retail Week, June 28). However, there have been no further updates about this.

Separately, the group has appointed John Molloy as a non-executive director, effective from September 1. He has spent more than 40 years with clothing retailer C&A...................wbj

[nardelli] 08/8/2007 11:52

remynapoleon

greenmark better than expectations, how bad is that, expanding out of USA and europe and more from royalties, if they hit their target this year they will be doing very well compared with some.

[remynapoleon] 08/8/2007 11:30

cosnova

I assure you I am not a shorter, I am very long in these and intend to stay that way. I love the dividends.

However I am a realist and therefore can see both sides of the debate.

The statement was bad in anybodys language.

remynapoleon

[nardelli] 08/8/2007 10:39

hardmans report of july say's most of this, and they then re rate it at 2.40. if you read the foot note it state's, the valuation is independent. the institutions have been buying and holding, you can all see how much they have added in the last months. I am surprised anyone belives that the USA is booming and compared with what is going on mph look ok to me, with a pe of 6.2 one would have thought all the bad news was factored in. We will all know come this november and march, good luck to all

[cosnova] 08/8/2007 09:37

hywel

I think you find the shorters are out in force

[wbjunior] 08/8/2007 09:36

common sense prevails.....................wbj

[hywel] 08/8/2007 09:33

Are you all reading the same statement as me? Read it again, it's not that bad, ok some positives some negatives, Greenmark ahead of expectations, Ungaro in line, JCdC up, Boateng up, with just Moda America lower but with better margins. The point is at this price there is no growth built in to the share price According to my figures the PE is 6.2 historic and 7.3 and 5.5 for the next 2 years. This is on a low rating already, which is why i think falls will be limited. It may drift until the interims in November but a bit of institutional buying and it'll be back heading to 190p.

[corrientes] 08/8/2007 09:16

Didn't like that statement.

[remynapoleon] 08/8/2007 09:15

An interesting interpretation polzearth and probably near the mark.

The statement is ambiguous at best and I can only read - wait and see - from it.

The market will hate it as well and it is very likely we will see short termers and speculative day traders run for the hills. I also agree we will probably see a drop after we go ex dividend.

Unlike many others I think MM is doing an exceptional job and I don't give a damm if this becomes a one man band. As long as he puts his money alongside mine I am happy.

remynapoleon

[taffee] 08/8/2007 09:09

regardless of how you read this statement,mms will take this down to 120p at least.....worth waiting for it to bottom imo.

After years investing in the stockmarket my experience says that the statement does not smack of growth that was built in to the sp

look what they did in 2006