Mereo Biopharma Share Discussion Threads

[billbarton] 10/12/2007 01:22

private equity???????? YES PLEASE - old MM has consistently shown he is street savvy but commercially - an egotistical schoolboy!

[p0lzeath] 09/12/2007 20:21

Marchpole, the fashion brands company, has said it could consider an MBO, while one retail consultant said he was advising private equity firms on three possible takeovers of sub-£1bn retailers.

In the past 12 months, shares in Clinton Cards have fallen 14 per cent, Moss Bros by 44 per cent and Marchpole by 59 per cent.

[taffee] 09/12/2007 11:22

interesting similarity of strategy too..and a russian wife!

[dan de lion] 09/12/2007 10:51

Well, at least Boateng knows not to tread on MPH`s toes as far as the Diffusion line is concerned, so a big drive by Boateng should aid sales of the the diffussion line.

I wonder if he will stock it? a 6,500 sq ft store takes some filling..

[taffee] 09/12/2007 10:03

at least he owns substantial number of shares and pays me a dividend

[cosnova] 09/12/2007 09:54

mm could have walked when he knew that ysl was finishing. He hasn't and as far as I can see he has brought in some potentially money spinning labels on far better terms then the YSL deal. Like him or loath him, everyone knows his style and you shouldn't invest in this company if you can't deal with the mm ego.

[taffee] 09/12/2007 09:39

From The Sunday TimesDecember 9, 2007

Baugur raiders set to launch bid for limping Moss BrosJenny Davey
BAUGUR, the Icelandic investment group, is preparing an estimated £40m takeover bid for Moss Bros, the menswear chain that hires out formalwear for weddings and other special occasions.

City sources said that Baugur, which owns high-street brands such as House of Fraser and Hamleys toy store, is working on detailed bid proposals and could make an approach to the Moss Bros management team led by Philip Mountford as early as this week.

The bid would come only days after shares in Moss Bros dived when it became the latest retailer to issue a profit warning before the crucial Christmas trading period.

It is thought that an offer from Baugur would be pitched in the "forties per share", slightly above the current share price, which closed at 37p on Friday, valuing the business at £35m.

[p0lzeath] 09/12/2007 09:18

Only 3 months counts. What's the highest he paid in the last 13 weeks?

[taffee] 09/12/2007 09:16

if the market makers got a sniff of mm they would ramp the price up.

[argy2] 09/12/2007 08:58

Said from day one that MM was not fit to run a public company and he has proved that on more than one occasion. If he does want to take it private he's right when he said he should have done so at their very low.Now he will be restricted by the prices he has paid for stock in recent months.Hopefully he will want to prove critics wrong and get this company into good shape before maybe selling out at a good price.

[p0lzeath] 08/12/2007 20:46

1947Jim - it's life - but not as we know it LOL ;-)

[1947jim] 08/12/2007 20:28

eagle eye 3 + ARGY 2 ---- why would he do that ?? Just to keep pleb investors
happy --- dont think so. Looks to me that MM is fed up with being public, and all that it entails ----- he would rather be private. Its already looking like one of these famous '' Public Private Companies '' ---- therefore the aim must be to keep the share price low --- until he can afford all the money to take it private ---- and avoid all the legislation.
Does anyone agree ?? and if so , what price might we be selling at ?? -- Not that I've bought yet................................

[eagle eye3] 07/12/2007 16:40

his mate did that with £400,000 and that did not work

[argy2] 07/12/2007 15:14

Might be quicker and more shareholder friendly to spend some of his disgraceful bonus on buying even more shares and pushing the price up.Can't beat a bit of momentum!

[eagle eye3] 07/12/2007 15:09

I ment the house in marbella

[argy2] 07/12/2007 12:16

His house is not worth that although if he can also sell his villa in Marbella that would help.

[eagle eye3] 07/12/2007 12:02

YSL has gone, this is a new company now, this year being zero, with the tools in place, wait and see, at 30p morris can sell his house and buy the the rest of the company that he dose not own already

[1947jim] 06/12/2007 20:19

If the business is run correctly --- then the figures look after themselves. If wrong decisions are made ( at the moment seems one person only ) then more
difficult to logically analyse. Yes ??
Am feeling these are a buy at 30p ------ then wait for around 9 months --- should be improvement by then.
Surely if you are suffering margin loss or sales downturn ---- then you cut costs and fast ---- on existing buisnesses. New areas have start up costs ---
which we can see as borrowing has rocketed --- but costs should be cut.
We shall see --- its not looking too promising unless price goes to 30p ---
then who will buy them ??? I wonder...............

[eagle eye3] 06/12/2007 14:08

Morris mentioned china for the first time in the report, they are the same as anyone else in asia, brand names only. I know, I have a flat in shanghai

[eagle eye3] 06/12/2007 13:52

report from standard chartered bank profits 75% from asia, there seems to be two worlds asia doing well, the west not, MPH opening new store in toyko, moscow korea etc. happy days I hope, the plan makes sense, If we have one bad year for the change over so what. a lot of fools looking short term is all I'm reading hear, good luck longtermers.

[ba5hir is back] 06/12/2007 11:43

Mountford from Moss bros indicated menswear was the first to be hit in a downturn...