Mereo Biopharma Share Discussion Threads

[cosnova] 28/11/2007 19:45

Ungaro have slipped in and brought 3.11% of the company and the peeps have given them a gift by running for the exit door, interesting times ahead, will be topping up in the morning

[dan de lion] 28/11/2007 19:36

Some sizeable lumps gone thro` today.

One would have thought that Ungaro must have a pretty good idea of how MPH is doing overall.

[eagle eye3] 28/11/2007 18:52

they would have to pay fair value to buy it, to get the shareholders to agree

[eagle eye3] 28/11/2007 18:51

they would have to pay fair value to buy it, to get the shareholders to agree

[momentos] 28/11/2007 13:47

A Plus - only day by the looks.

MMs milking - Buys at 54, sells at 49!! 10% markup!

28/11/2007 13:29:41 49.00 10,000 O 4,900.00
28/11/2007 11:23:18 54.00 2,741 O 1,480.14
28/11/2007 10:37:02 54.00 15,000 O 8,100.00
28/11/2007 10:34:55 54.00 9,000 O 4,860.00
28/11/2007 10:31:57 53.50 3,704 O 1,981.64
28/11/2007 10:27:57 53.50 10,000 O 5,350.00
28/11/2007 10:02:53 53.50 1,834 O 981.19
28/11/2007 09:59:34 53.67 10,000 O 5,366.70
28/11/2007 09:42:04 52.33 25,000 O 13,083.20
28/11/2007 08:24:55 52.00 5,000 O 2,600.00

[taffee] 28/11/2007 10:51

'the market' is keen to take all your money across the board at the moment!

[dan de lion] 28/11/2007 10:45

Well, MPH are going to T/O approx £80 million this year, they must be able to beat the final full year profit of YSL with that.

Surely that is what the market is looking for?

Of course another thought is :- could Ungaro take MPH over? it is a bargain at the moment.

[taffee] 28/11/2007 09:55

irrational fear has gripped the market across the board as people fear a bear market,however,it presents opportunities to the investor as he/she realises that armagheddon is not necessarily upon us.

[vixen] 28/11/2007 09:49

Impressive commitment from an insider. have to admit I was thinking of doubling my stake.

[pricemilne5] 27/11/2007 19:30

I suppose that makes me feel slightly better.

Off loaded some shares today, but had real trouble selling, and not just mph...doesn't bode very well at all!

[momentos] 27/11/2007 18:01

Dunno, but since July Mr Morris appears to have lost 9m in the value of his (25% of) shares.

Oh well, suppose the 850k bonus will help ease his pain...

[pricemilne5] 27/11/2007 17:32

When will this rout end?

[momentos] 27/11/2007 12:51

A lumpy 37k buy at 55p in there, but MMs really dont want any more it seems. MCAP 14.4m and falling...

LSE:

08:26:02 54 2,500
08:47:17 53 1,900
08:57:16 53 1,987
09:54:40 53 896
10:03:13 55 37,037
10:34:38 53 670
11:36:35 53 2,000
11:37:25 53 2,000

PLUS:

12:03:20 50.00 12,106
11:56:24 52.00 977
11:53:41 52.50 9,060
11:26:19 53.00 3,000
09:45:18 54.90 4,000
08:31:12 55.00 300
08:30:53 54.00 5,000
08:18:05 56.67 219

[ba5hir is back] 27/11/2007 10:56

Yes is does seem identical but so what. its the truth...LOL and the market agrees...



jimblebee - 26 Nov'07 - 12:29 - 3222 of 3233


Hi all,

*Ba5hir is back* could also be *Target Setter* and I think *Target Setter* could be numerous other posters! It goes on and on!

See below, post on iii website:

Re: MPH losing money in the US
target setter


In case readers cant work out the profit and loss its.

UK £250,000 profit

Europe etc £831,000 profit.

US £628,000 loss.

Now whats worrying is the £ has increased agaisnt the $ about 10% or more since the first half therefore the US could be increasing losses going forward.

In conclusion...I was right in thinking some operations were losing money ! Looks like they are giving stock away!

[momentos] 27/11/2007 10:23

None.

Moda at Acquisition


"This acquisition will:

* Enable the launch of the Emanuel Ungaro and Ungaro collections in the USA,
Canada and South America
* Facilitate the launch of the JCC collections in these new territories
* Add Moda turnover with effect from 1 January 2006 (2005 forecast US$26.0
million)
* Give Marchpole worldwide reach with Moda infrastructure
* Extend Moda's existing Emanuel Ungaro licence and distribution rights to
include womenswear
* Launch the diffusion Emanuel collection in the UK and Eire from Spring
Summer 2007"

"The 'Emanuel' label is well established in the US market with a strong customer
base and forecast sales for 2005 of US$ 26.0 million."

"This expansion into the US market has long been a strategic goal for the Company."

[dan de lion] 27/11/2007 10:10

I wonder how much of the first half bad showing in the States is due to the Ungaro womanswear, which is not really MPH`s fault?

[momentos] 26/11/2007 22:26

lol. I think he has a plentiful supply of offal for your hamper..... you want it minced or just "off the bone"?

And thanks to Bash'd Ear for being an ever-willing patsy. A natural talent.

Onwards and er, somewherewards - I'm not buying quite yet....

[deanroberthunt] 26/11/2007 21:53

a 7% yield and numerous more chances to get shafted by my mate Morris, so I'm not selling......thought i'd drop him a line to ask for a xmas hamper, since i'm the only pi left holding.....his reply "are you out of your brains"....deja vue or what?

[momentos] 26/11/2007 13:14

Well, since Mr Morris's tirade last Tuesday about shareholders being out of their brains, it appears that shareholders have got a further 15% out of their brains.

Market cap now c15m. NAV 12m of which intangibles 10m (!)


.

[deanroberthunt] 26/11/2007 13:02

Stock futures up on strong retail sales........

[momentos] 26/11/2007 12:59

The IP of visitors to a bulletin board can easily be tracked, Argy.

Although I don't do it myself (OK, I did once to a poster called Haystack who was being EXTREMELY annoying) its not exactly rocket science.

[momentos] 26/11/2007 12:40

Fusebox, Loverat, Target Setter, Tripswitch, Bashir etc etc. Take your pick...

S'pose he'll never be lonely. Bid dropped again.

Argy, Bash'd Ear (etc) deramps everything apart from EKT. I think his theory is all the money will eventually go to EKT.