Mereo Biopharma Share Discussion Threads

[wbjunior] 28/7/2006 12:51

At last few takers at 20.25 , more will have to be offered if the mm want them, I think mph investors are getting wise to their antics. Holding very firm.........................wbj

[momentos] 28/7/2006 11:00

Or because Brindy bought his tenners worth... Plus Markets:

28/07/2006 10:29:48 20.25 73 O 14.78
28/07/2006 10:19:09 20.44 6,000 O 1,226.28

[momentos] 28/7/2006 10:59

Maybe its because an RNS is imminent....

[cosnova] 28/7/2006 10:06

can buy for 20.44 on waterhouse, maybe there is a big order to be filled!!

[momentos] 28/7/2006 10:05

Perhaps they have another one to fill....

No visible action other than a 15k sell, notwithstanding 15 min delay on Plus.

Suggests order filling perhaps.

[chap1889] 28/7/2006 09:49

1 v 4 (as was all day yesterday).

[chap1889] 28/7/2006 09:48

SCAP nipping up on the bid. Still mightily confused by their involvement with the 1m trades at 20p as they're now buying in at 20.25.

[cosnova] 28/7/2006 09:46

level 2 anyone, thankz

[wbjunior] 28/7/2006 09:46

morning, bit late on parade, but nice to see tick up so soon in the day, happy days ahead.........wbj

[momentos] 27/7/2006 16:38

Barring the 40k sell, a buying day it seems....

Plus

27/07/2006 16:19:17 20.375 8487 O 172922.625
27/07/2006 15:26:35 20.375 24539 O 499982.125
27/07/2006 10:33:04 20.00 40000 O 800000.00
27/07/2006 08:51:26 20.25 50000 O 1012500.00 share price
27/07/2006 08:22:50 20.15 20000 O 403000.00

Main

0 40685VCX06 20.4 4819 O 20 20.5 09:45:56 4,819
1 0040YJEH06 20.4 645 O 20 20.5 10:09:09 645
2 607FI2AC06 20.375 9815 O 20 20.5 16:17:43 9,815

[argy2] 27/7/2006 11:09

Equally important will be the margins on those forward orders.They mean diddly squat if they are not profitable.Of more help would be a statement that profits will exceed market forcasts etc etc

[momentos] 27/7/2006 10:45

To a degree, drh. There is the YSL replacement issue. But there are whole new bits to the business that have to be considered also.

1. The US operation, which was just short of profitable when Marchpole took over. This will turn positive with the E's of S from Marchpole and better sourcing.

2. JCC - the new licence deals, Okaidi, the perfume revenues from 2008, the deals into the middle east and the resurgence of demand for his product. Excellent publicity work all round by MPH (see V & A, the Sun, etc etc.)

3. Other Ungaro deals, middle eastern, womenswear etc etc. Lots and lots of potential.

So yes we are watching to see how Emanuel by Emanuel Ungaro succeeds in replacing YSL in the UK. But these other strands have the potential to make that look insignificant quite quickly. Moda was turning over USD 20m and growing fast (started in 2002). A substantial amount of the 40m FIRST HALF forward orders of GBP 40m will be Moda demand.

[wbjunior] 27/7/2006 10:35

Hi Dan very true 40m+ and growing, off for a swim back around 1. Brindy left in charge, forward all complaints to my first officer...................wbj

[dan de lion] 27/7/2006 10:31

Advance orders of £40 million go a long way to cancel out YSL!

[deanroberthunt] 27/7/2006 10:25

momentos...I suppose they also want reassuring that the Moda acquistion will indeed cancel out the loss of YSL....and I suppose that could take a while imo, they'd want to see a good years revenue + from Moda before they're fully convinced...I believe this really is a long term play, plan to hold in my ISA for 4-5 years.

[momentos] 27/7/2006 10:17

Hi DRH, waiting really for confirmation of future prospects, that the new plan is starting to have positive effects. We should see soon.

Brindy was that your 130 quids worth?!

[deanroberthunt] 27/7/2006 10:11

Hi momentos.....Marchpole been tracking sideways for a while now, apart from the one blip northwards, market dosen't know what to make of it imo, suppose they're awaiting future figures/forecasts before deciding up, down or still sideways.

[brindy] 27/7/2006 10:10

LOL !! Mrs B hasn't given me my pocket money yet !

[momentos] 27/7/2006 10:07

Brindy, just buy a tenners worth. Doesnt matter how many you buy, its just that each time you do, the share price goes up...

[deanroberthunt] 27/7/2006 10:06

172p....good call, you obviously saw the flaw in the plan, short term anyway....I waiting to put some in my ISA, targeting circa 115/120p, but just see if the worm turns before that.

rgs

[brindy] 27/7/2006 09:58

Hi Dean.....I still hold SER but sold out of AHT a while back at av approx 172p.

Waiting to buy back but no rush atm.