Mereo Biopharma Share Discussion Threads

[0o0] 17/11/2006 09:09

Yes Hardman research is client company paid for.



Having digested the interim results I will not be putting any Marchpole money back on the table just yet as they really do Not tell me if they can make up for the loss of YSL. I see Hardman value MPH at 136p and considering that this is probably a 'flattering' price then the current share price offers more risk than reward for me and is not the no brainer it was at 100p. Well done those who continue to hold for the long term, you have guts and great staying power.

Some cheap YSL suff on sale here.

[momentos] 16/11/2006 16:19

argy - AFAIK Shore Capital remain house broker.

NOt sure company paid for HArdman coverage, but they do mention MPH as a client. Possibly as part of the Moda acquisition.

[wbjunior] 16/11/2006 15:44

Thanks Lex, few bailing out, should dry up completely soon............regards...wbj
Last trade 118.5 on the bid, someone wants them inv

[lex1000] 16/11/2006 15:06

Early xmas pressie.

Marchpole Dividend Timetable
RNS Number:2193M
Marchpole Holdings PLC
16 November 2006

16 November 2006

Marchpole Holdings plc
("Marchpole" or the "Company")

Dividend timetable

Further to the announcement of the interim results on 15 November 2006 and the
declaration of an interim dividend of 1.5 pence per share (2005: restated 1.25
pence per share), the Company announces that the dividend is to be paid on 22
December 2006 to shareholders on the register on 1 December 2006.

This information is provided by RNS
The company news service from the London Stock Exchange
END

DIVBUBDBXGBGGLL

[argy2] 16/11/2006 13:57

momentos

lol.....trouble is their research is paid for by the Company, so hardly independant and no doubt MM would want 80% of your income as commission!

[lex1000] 16/11/2006 13:11

momentos,the cat is out of the bag now.Case for free e-mailing list service?

[momentos] 16/11/2006 12:26

wbj, read the whole research note, they explain this well. They expect an YSL bump (we have seen this in interims) and a fall off.

Interestingly their note makes a relatively low assumption for YSL to Ungaro transfer so their 2007 estimates can be said to be cautious for certain.

[napoleon 14th] 16/11/2006 11:47

LOL momentos!

[wbjunior] 16/11/2006 11:38

Momentos
Hardman's forecast is 56.2 million revenue for this year, seem on the low side as the Interim revenue was 38.6 million, whats your thought's on what it might be. Appreciated......wbj

[chap1889] 16/11/2006 10:18

Is there an argument for saying it has been 'consolidating' since March? ;o)

[momentos] 16/11/2006 10:14

It is but a pause for breath. The shares have taken 18% since early November, so some consolidation is inevitable.

[wbjunior] 16/11/2006 10:12

Cr4zyness
Carry on the good work for me, remember always bullish never say anything that might be thought as bearish, leave that to Momentos..........................lol..wbj
Looking good so far hopefully alot more to come after all 120 is only 24p old money!!!!!!

[cr4zyness] 16/11/2006 10:10

Just got some more £5000 at 119.76 wont be there long I dont think!

[paddyboy7] 16/11/2006 10:07

Hate to put a dampner on all this good news and optimism but I am amazed that the impact on the share price has been so limited!! Is this still the Michael Morris "we don't trust you" effect or can anyone offer an alternative explanation?

[chap1889] 16/11/2006 10:05

Sounds like they'll use the cash for acquisitions. Good. I hate buy backs.

[momentos] 16/11/2006 10:00

I wonder if when they will kick in buy back of shares. The authority is to 2.6m shares, about 10% of those in issue.

[daza70] 16/11/2006 09:58

good buying this morning - i think we are in for another good day of rises!

[lex1000] 16/11/2006 09:43

momentos,have not heard from him in a long time,do we know where Brindy is? New Lord Lucan! lol.

[lex1000] 16/11/2006 09:39

momentos,may write alot,the content of which is questionable?lol!

[momentos] 16/11/2006 09:36

Brindy is the new Lord Lucan...

Argy, I think on a technicality Morris cant be the new Messiah, given he would not acknowledge there has been one yet...