Mereo Biopharma Share Discussion Threads

[lex1000] 17/11/2006 15:48

Food for thought, simply put.

PapalPower - 17 Nov'06 - 14:55 - 1918 of 1921


Double bagger, my first lot were at 28p, so I'm at 4 bagger. Tis a lesson to be learned, hold through the ups and downs, and value will out in the end.

Longer term holding of stocks for a couple of years, pays back handsomely more times than not.

This new love of quick in and out is making money only for MM's and SB firms, the private normally loses the lot sooner or later.

[lex1000] 17/11/2006 15:06

Signs of moves to next stop 125p? Keep holding as wbj would say.

From 1/11/2006 @ 100p MPH showing gains of +20%.Sellers sold prematurely in my view.HOLD.aimvho.VLK also strong buy from 100p,have a feeling more contracts wins in the offing, currently 111p/113p +4.7% today.

[daza70] 17/11/2006 14:50

lex - ive seen over the years of reading this bb that fingers has become a legend among readers! His charts are great to read - im gonna go and try and find his stuff on PKW now! thanks

[lex1000] 17/11/2006 14:48

Back to MPH market happy to buying stock @ 119p.Pausing @ 120p.From 1 November 2006 MPH beating the rest of the market! SL. having trouble breaking 290p. Todays MPH trades on PLUS.

17/11/2006 13:59:42 119.10 1800 O 214380.00
17/11/2006 13:40:21 120.50 3000 O 361500.00
17/11/2006 10:10:27 121.55 1196 O 145373.80
17/11/2006 10:07:20 121.55 2000 O 243100.00
17/11/2006 09:39:49 119.10 5000 O 595500.00
17/11/2006 09:37:29 120.00 12000 O 1440000.00
17/11/2006 09:31:37 119.10 4000 O 476400.00
17/11/2006 09:25:41 119.90 1000 O 119900.00
17/11/2006 08:55:55 119.75 82 O 9819.50
17/11/2006 08:52:42 119.76 4175 O 499998.00
17/11/2006 08:51:54 118.25 4000 O 473000.00
17/11/2006 08:22:20 118.25 1314 O 155380.50
17/11/2006 08:02:27 119.95 1667 O 199956.65

[lex1000] 17/11/2006 14:43

daza70,thought about buying PKW @ 75p.One fingersxxd holds and very positive chartists view from him.Like CCT 75p excellent lauch pad to breakout from.Growth,divi and something happening.Made money out of PKW in a past life,got side-tracked this time and no holdings;o(

[lex1000] 17/11/2006 14:38

wbj,VLK - thanks for looking at p/e ratios and doing risk reward assessment for me.Bought @ 90p up + 20% v MPH up 19% Mentioned here as stocks to make profits on which both have.TFC was mentioned "watch" what it does @ 60p,did dip intraday 57p-58p re-entered sub 60p.To early for confirmation of direction & jury is out-needs to move 62.5p-64p,agree not an obvious buy candidate.My best guess is UP.Rightly or wrongly make a few mentions as "diversions" to MPH,state my position and views.Gaol is to get more right than wrong,or if 100% need 100% be right.Oil,oilies and metals got toppy on recent rise & taken a tumble proving knowing when to sell is equally as when to buy particulary if buying recent highs.Circumstances & events influence fickle markets and individual stocks.Poor old VED! Thank you for letting me speak as I think.thx lex.

[daza70] 17/11/2006 14:18

hi lex! mms are quoting in 10000 so its not to bad! I picked up 10k today! expecting a move towards 115 next week! its great to see MPH back on the up! its been a long ride for us all but with this and VLK im having the best month ive had in a long time!

daz

[lex1000] 17/11/2006 13:58

daza70,one i've been watching.Interesting what it does with 100p.Illiquid share small nms.Growth and divi looks good.No holdings.

[daza70] 17/11/2006 13:45

hi all - guys take a look at PKW - parkwood holdings - ive bought some over there today! looks great!

[lex1000] 17/11/2006 12:39

wbj,post highlighted MPH undervalued,investment share and seeing benefits of HOLDING.regards.lex.

[momentos] 17/11/2006 12:22

For those readers on a more happenin' vibe, check out da Marquis at myspace.com:



Feel free to join and bigup the man. He might even add you as a friend...

(for info: the jacket and teddy bear on the front cover of last week's Sunday Times style magazine were JCC. We'll probably get a bump up when people get that far reading through the paper, estimate about March 2007).

[wbjunior] 17/11/2006 12:20

Lex
VSK looks a great company but trading on a p/e ratio of over 33 and a future p/e of 16 it is to pricy for me. To much risk to reward imho, but thats not to say it wont continue north. Staying put myself...........regards wbj

[lex1000] 17/11/2006 11:57

MPH imvho remain undervalued on what we now know and looking forward to the future.Remains rock solid investment,long termers witnessing rising share price to fairer value.First to admit been boring but what a bloody strong support @ 100p.Chuffed to bits for big holders.Conservative value of 135p sits comfortably between 120p-150p.If you work on the assumption that MPH worth at least 125p and arguably more than 135p shares currently selling at a discount.Do not forget the dividend which should be worth much more in percentage terms in the future for holders from 100p or less.

Raised the question whether recent sellers of MPH have put money elsewhere into stock which has fallen? Could be losing some or all profits made from MPH? Proving that the grass is not alaways greener the other side although one of the exceptions is Vislink mentioned off-topic here as strong buy playing with 110p only marginally ahead of MPH @ 20%.The rest of the market proving worth of top slicing and banking profits.

Sometimes PIs fall into the trap of selling at a loss only to move onto another stock not researched as well to sell at loss with continuous loss of capital and confidence.View psychology,knowledge and having unemotional strategies pre-requisite before putting any money in the markets.

Yes there is always a time important to know when to SELL, however , have sung praises here of someone learning all these lessons whilst HOLDING.Buying is easy,taking as read should have stop loss,entry and exit strategies MPH has proven the power of research and amazing strength to hold.Point being made is that probably bigger winner than one realises.

To repeat in certain circumstances the point being made is probably much bigger winner than one may know or think.

In general there is a strong case to be made about strategy and consideration of banking profits.This means never falling in love with any one stock.

Don't always get it right myself don't pretend to and lose profits by not selling sooner.

Opinions on MPH and how see share price trading are genuine ones.In terms of nitty gritty of balance sheets,eps leave ALL of that to the really smart ones on this thread!

Well done big holders.

Warning shares go up and down never in a straight line.MPH R = 120p & R =125p

edit:VLK falling back

Comparing example SEY to MPH when both @ 20p/100p.SEY 87.5p and MPH 120p.AHT 139p then 146p/147p now.

[pingi] 17/11/2006 11:31

Anybody else have trouble viewing this thread in FireFox?
News panel & 1st post overlap.

[wbjunior] 17/11/2006 11:22

Momentos
Just bought some printer paper and printed the Hardman & co document, thanks for making it available, I owe you a drink, perhaps at the next AGM when hopefully we will all be alot richer........................wbj
Back to my crumpet and coffee!!!!!!!!!!!!!

[nardelli] 17/11/2006 10:56

just back from shanghai, people still lining up to pay in LV and hermes, never seen that in Bond street, Russia, China and another ompany to purchase.

[momentos] 17/11/2006 10:44

Hardmans 136p target is based on only 20% transfer of sales YSL to Ungaro. This could be far far higher.

[wbjunior] 17/11/2006 10:41

Nardelli each to their own, but I agree with you after the bumpy ride and all false dawns it seem strange to sell now that sentiment is changing. I still maintain this company will hit £2 + in the near future......wbj

[nardelli] 17/11/2006 10:31

I can see no logic to selling out of mph at this time, second half is always much better than summer, and it make more sense to give it a full year to take a view, that is of course if you cannot see a risk to the downside.

[spaceparallax] 17/11/2006 09:56

Gradually we seem to be creeping up - must say I'm surprised at the slow progress, given the strength of the results. That said, this share may require tipping to get it going again because it's not the best known and has had dark days in the recent past.

[cr4zyness] 17/11/2006 09:49

Broker upgrade I wonder! ;)

[pingi] 17/11/2006 09:41

Sold the lot... only 4k.

[wbjunior] 17/11/2006 09:39

morning all, nice 35000 at 1.20 picked up this morning by some shrewd punter, happier times ahead thankfully.................wbj

[lex1000] 17/11/2006 09:17

If go for conservative valuation of 135p/136p then MPH currently trading @ discount.Agree 100p good entry into MPH.Pausing 120p and 125p yet to breakout above.Market continues to take stock sellers,looks positive for the moment.Trading 112.5p-125p.
17/11/2006 08:55:55 119.75 82 O 9819.50
17/11/2006 08:52:42 119.76 4175 O 499998.00
17/11/2006 08:51:54 118.25 4000 O 473000.00
17/11/2006 08:22:20 118.25 1314 O 155380.50
17/11/2006 08:02:27 119.95 1667 O 199956.65

[lex1000] 17/11/2006 09:13

Good morning everyone,MPH rock solid and with the bid improving + divi to look forward.Wonder any those take money out of MPH invest in another down today? Ups and downs of the market.Hold.