Mereo Biopharma Share Discussion Threads

[joan of arc] 26/9/2008 23:10

Can you post the link LB?

[lord buffett] 26/9/2008 15:34

There's some good analysis in the latest Hardman note, with some frank and honest opinions expressed by the author about MPH's management/directors; covering the past, present and likely future situation. All in all it's quite an interesting read.

[taffee] 26/9/2008 11:21

whole market in meltdown...be bernanke apparently got down on his knees and begged for a solution

nutter!

[dan de lion] 26/9/2008 11:03

Providing that the course charted by Hardman is followed then we should see the market start to anticipate the future prospects.

MPH should have a very good idea of forward orders for DKNY by the AGM.

[foxking] 26/9/2008 10:47

OoO,

Thanks for that

[0o0] 26/9/2008 09:53

Hardman research dated 19th sept.

[remynapoleon] 23/9/2008 17:38

marben100

Yep, that was the one. Thanks for finding it.

remynapoleon

[joan of arc] 23/9/2008 15:43

marben would you like to list the names of the diectors in question so that we can all take note for the future.
I too have lost a fortune thanks to these 'so and sos'.

[marben100] 23/9/2008 13:24

Surprise, surprise... another broken promise:

Spoke to Christopher Phillips after the EGM. He reassured me that the remuneration report would be fully discussed at the AGM, which was to be held in early October. I told him that I was going to be away in the latter half of October, and was assured that it would definitely be before then.

...and today we have the date: 23rd October. I am, of course, away then.

Never mind, the value of my residual holding is now so small that it really isn't worth the effort for me to go anyway - and with a total loss of confidence in the Board, there is no way I would invest in this company in the future, no matter what.

CP and other MPH Board members are firmly on my list, to avoid any companies they have any involvement with for investment.

Remynapoleon, is it Jim Cramer you are refering to? If so see: (from July 2007)

[taffee] 21/9/2008 06:29

looks like the bear IS over and last week marked the bottom for shares at least

even after the last big crash in 1929,there was a 50 % rally...after that who knows

[remynapoleon] 19/9/2008 09:56

momentos

I have been searching for a link that was posted somewhere on an ADVFN BB about a year ago.

It was about an analyst in the US rather losing it with his prediction that the world banking system was going to collapse and nobody was listening to him.
It seems he has been prooven correct and I was trying to review it in the current climate to eximine how right he was.

I thought I had parked it somewhere in my files but I am unable to find it.

I have three questions with which I require some help please, have you seem it, was it posted on this board, did you post it?

If it was this board and it was you, do you still have the link and would you please be kind enough to repost it?

Many thanks

remynapoleon

[eagle eye3] 15/9/2008 13:40

I think not

[taffee] 14/9/2008 09:53

lot of talk this weekend that bear market close to over or already over

[eagle eye3] 13/9/2008 12:38

DKNY at New York fashion week see spring 2009 collection. reviews not bad

GOOD LUCK all

[master rsi] 12/9/2008 14:29

3er trade buy since yesterday and MMs moving UP bid and offer

[cosnova] 11/9/2008 21:38

Its only a matter of time before this company gets taken private,
I recall Morris making the quote last November and now there is something
worth taking over! The only question is what price they can get away with......

[dennis russell] 11/9/2008 15:47

master RSI:- Is mph directly comparable with this end of the retail trade- perhaps we should be looking for trends from the likes of Armani?

[master rsi] 11/9/2008 10:20

UK retailers down as high st blues intensify

Shares in Home retail are down 4.1 percent, making them the top losers on the mid-cap FTSE 250 index, after worse-than-expected second-quarter results at both its businesses, Argos and Homebase also struggles in the first half of the year with a 27 percent drop in first-half profits and says it is coutious about the outlook for the rest of the year and 2009.

[master rsi] 10/9/2008 10:26

re- true, but how much of MPH is export

the report is from and about Britain...

survey from the British Retail Consortium is to reveal a rainy August added to the gloom permeating Britain's retail sector with consumers continuing to rein in spending over the summer.

[cosnova] 10/9/2008 06:50

on the hardman web site today

A financing by Swedish fashion group Atlas opens the
way for Marchpole to take full advantage of its deal to
market men's clothing under the DKNY label from this
winter season onwards. The DKNY deal is hugely
important, DKNY sells $3.5bn of women's clothing a
year, and the prospects for the men's label must be very
interesting. The Atlas financing allows Marchpole to
build inventory ahead of a big push worldwide for the
brand. The Atlas loan notes, when converted into equity,
will give the Swedes a 29.9% stake in the company. This
will dilute deputy chairman Michael Morris down from
30% to 20%. Atlas has put two directors on the board

[eagle eye3] 09/9/2008 14:45

true, but how much of MPH is export

[master rsi] 09/9/2008 08:50

PRESS DIGEST - Financial Times - Sept 9

CONSUMERS REIN IN SPENDING

The monthly survey from the British Retail Consortium is to reveal a rainy August added to the gloom permeating Britain's retail sector with consumers continuing to rein in spending over the summer. Year-on-year growth in total sales values slowed from 1.7 per cent in July to 1.4 per cent in August. Sales from January to August were 2.6 higher than a year earlier but this compares to a growth rate of 4.7 per cent which retailers experienced in the first eight months of 2007. Policymakers and economists expect weaker consumer spending to drag down economic growth as householders have to deal with bigger fuel and food bills.

[eagle eye3] 08/9/2008 09:06

second thought, Morris dose not have control anymore, if the Sweedish group has the backing it would not seem possible to go under, Morris has options at 300p so I cannot see him going too soon. The question is, is now the time to take a punt before the sales for next spring season are reported, knowing as we do that DNKY will add a large chunk and a weak pound will add to returned profits once exchanged from dollars or euros....

[taffee] 03/9/2008 11:04

dan

please

eagle

good analysis

[dan de lion] 02/9/2008 17:45

Hardman in their September report point out that DKNY sell $3.5 billions worth of womens clothes worldwide, so the fact that MPH have the menswear franchise could make for exciting times ahead.

Research note still on a promise!