Mereo Biopharma Share Discussion Threads

[lex1000] 09/11/2006 16:45

09/11/2006 16:03:14 111.80 1,000 O 1,118.00
09/11/2006 16:02:33 111.80 745 O 832.91
09/11/2006 15:29:48 111.95 3,000 O 3,358.50


..............and there's the T trade 25,000 @ 110p showing advfn.All positive stuff and possibly testing 112.5p sooooooooooooooon.

[lex1000] 09/11/2006 15:13

WBJ, my wish is to see MPH hit 125p-150p and the biggest smile on your face. Long time getting back to 125p. OXS went sub 10p and back currently trading 33p/34p.Come on Marchpole!

[wbjunior] 09/11/2006 15:02

Lex i hope it comes soon, been a long long wait lol...wbj

[lex1000] 09/11/2006 15:01

Market currently trading MPH bullishly.Limit of 7,500 max on line buys trading marginally inside bid to offer.FWIW my bet already posted several times is UP and would not be a seller.aimvho.

[lex1000] 09/11/2006 14:52

On balance share price would expect trading much higher by interims and interims already known to be bumper! On judgement all bad news priced in @ 100p support.On hope want to see breakout above 125p.Value MPH as being worth at least 125p up until now chart has shown different.What actually happens is down to markets,buyers and sellers.Markets fickle.All I can say coiled spring unloved Marchpole becomes fashionable again then expect fireworks.

[wbjunior] 09/11/2006 14:35

Just back , nice movement but large spread which enables the mm to play around with the price. Bumper Interims expected imho, which I had more money to put in, such is life...........wbj

[lex1000] 09/11/2006 14:30

ADVFN buy 12:27 10K @ 110p

PLUS 107p - 112p

09/11/2006 12:22:35 107.75 20000 O 2155000.00
09/11/2006 12:51:11 111.95 2679 O 299914.05
09/11/2006 12:49:15 109.00 3605 O 392945.00
09/11/2006 10:55:14 107.75 6887 O 742074.25
09/11/2006 10:46:02 109.92 4519 O 496728.48

[cr4zyness] 09/11/2006 12:29

Looks like we have liftoff, stock run dry!

[dramatis] 09/11/2006 12:28

went to 0.9 and then 1.9 within seconds.
is there buying on plus?

[dan de lion] 09/11/2006 11:41

Punters buy the shares!

[pwjustdoit] 09/11/2006 11:24

if there was to be a rerating of the share price,how would this work ?

[chap1889] 09/11/2006 10:57

0o0 - thanks

[lex1000] 09/11/2006 10:50

thx for posting research note.My bet for what it is worth is to the upside but must keep open mind.Any recent commentary is based on perspective of buying support @ 100p.If normal rules applied then MPH would be trading 150p-185p,however,loss of YSL has weighed heavily on the stock and to lesser extent OB.There is element of gamble but potential is huge.Bottom line share price will do the talking and is giving nothing away.Will be pleasing on the eyes when see trades coming in above 112.5p and more so 125p+.Results will be bumper, we all know that and interesting separating YSL revenues to see companies progress post YSL.

[0o0] 09/11/2006 10:27

Marchpole Holdings is a
luxury fashion brand
management group that
is on the London main
market. The
management has been
actively repositioning
the company's offering
following the discontinuation of its Yves Saint Laurent line – this has been known about for some time
and final deliveries will probably be made in December. Increasing sales from other labels will over
time fill the gap, and we believe that the market is over-discounting for this. Meantime there is a low p/e
ratio and a good yield.




Then the Letter goes on to say

On 5 October we initiated
coverage on Marchpole
Holdings the luxury fashion
brand management group.
The company which has
115 staff world-wide and a
physical presence in the
UK, France, Italy, Asia and
the US presently represents
the Yves Saint Laurent
(YSL), Emanuel Ungaro,
Ungaro Homme, JC de
Castelbajac (JCC), Boateng
and Homebody brands. At
the end of September 2006
Marchpole discontinued
manufacturing its YSL line
and final deliveries of this
label are to be made prior to
the December year end. It
is expected that increasing
sales under the Ungaro label
will over time fill the gap
left by YSL. Marchpole
have been aware of the loss
of the YSL licence for some
time and have been
repositioning the company
accordingly. We believe
that Marchpole's shares will
be re-rated once there is
further clarity around the
impact of the loss of the
YSL licence on
Marchpole's bottom line.
In our Initiation of
Coverage note we
commented that Marchpole
was involved in an ongoing
legal dispute with Bespoke
Couture, a company owned
by Ozwald Boateng. We
are pleased to now be able
to report that this dispute
has been resolved and that
Bespoke Couture's damages
claim against Marchpole
has been dismissed.
Marchpole's results are to
be issued on 15 November.

[fardistanthills] 09/11/2006 10:26

Momentos thx & hehe as he would say

[chap1889] 09/11/2006 10:03

V - Is there a note out yet?

[vixen] 09/11/2006 10:00

Don't know if anyone has mentioned but Hardman have taken up coverage of MPH!

[momentos] 09/11/2006 09:50

Not a clue fdh! YOur guess is as good as mine... S'pose it has "potential".

Or maybe just Michael Morris' new missus liked the stuff (Remington shaver-type moment - "I liked the knickers so much, I bought the company")

[fardistanthills] 09/11/2006 09:43

Momentos, glad to see your occasional re-appearence - sobering us up on the Boateng ruling and letting us know about Potard & Wallis. However, I don't remember seeing your views on the significance of the Homebody acquisition? If you could wise us up on this it would be much appreciated. Regrds FDH.

[petersinthemarket] 09/11/2006 09:05

Tks lex - o/t - been looking at vlk and tld.

But particularly interested in hearing about peoples medium term investment approaches.
PIM

[lex1000] 08/11/2006 23:53

Tuftymatt,yes watched strong recovery and you'll get your 300p in SL.! So many good uns to chose from!

[tuftymatt] 08/11/2006 23:48

Lex SL. showing strong recovery late today and looking good for a test on 300

[lex1000] 08/11/2006 23:45

This month should determine direction.

PIM,take a look at VLK mentioned o/t here.I consider it a strong buy but DYOR.


free stock charts from ADVFN.COM