Member Info for Mnemosyne

The market just doesn't love this share, but these are a decent set of results, particularly in difficult trading times. Have kept their order book busy and increased turnover, profit, EPS and divi. Glad to hold, and wish I'd taken the chance to top up at recent silly levels.

This share came onto my radar thanks entirely to one of your posts about six weeks ago, and it all seemed to hang together so I bought in at 33p in the middle of July. Just wanted to say thanks a lot - your research has helped me recoup a hit I took elsewhere (and then some). Hope you've done really well out of this - you deserve to.

Agreed. Turnover increasing (even though margins are tighter), cashflow being watched and managed carefully, and new business being aggressively sought. It might take a while, but I reckon my holding will turn blue in due course - no need to sell at a loss.

Well, it doesn't totally make up for having looked hard at RKH back in the last week of April, armed with a spare £5k, and deciding it was a bit too risky, (slaps head), but this one is a small consolation prize of sorts. Bought in 2 tranches in Sep and March with an average of 27.6p; not a bad return with more to come, I'm sure.

Emerging Metals Limited Disposal For Immediate Release: 9 July 2010 EMERGING METALS LIMITED ("EML" or the "Company") Disposal The Company is pleased to announce that it has entered into an agreement to dispose of its entire holding of 368,721 shares in Extract Resources Limited ("EXT Shares") to Nippon Uranium Resources (Australia) Proprietary Limited at a price of A$7.00 in cash per EXT Share. The gross proceeds of the sale will be A$2,581,047, approximately £1.48 million, which will be available for EML to apply in accordance with its investing policy approved by shareholders on 16 April. The sale is conditional on certain Australian regulatory approvals and completion is expected to be no later than 17 August 2010. Extract Resources Limited ("EXT") is an ASX listed uranium exploration and development company with significant uranium assets in Namibia, namely the Husab uranium project comprising the Rossing South, Ida Dome and Hildenhof deposits and the EXT Shares represent approximately 0.15 per cent. of EXT's issued share capital. ENQUIRIES: Emerging Metals Religare Capital Fox-Davies Capital GTH Communications Limited Markets Limited Daniel Fox-Davies Denham Eke Peter Toby Hall Trevelyan-Clark +44 (0) 20 7936 +44 (0) 1624 5200 Christian Pickel 639396 Emily Staples +44 (0) 20 3103 3900 +44 (0) 20 7444 0800 http://www.investegate.co.uk/article.aspx?id=20100709114445PDA22&fe=1

Yep, me too, @ 2.05 and 1.58. I'm not thrilled so far, but I do think AVCT will do well long term if they can keep solvent until the industry embraces the technology. Optim is up and running and seems to work, so they have a potential revenue stream; Midas is "near term" for launch now and has potential for the human healthcare market as well as the veterinary, so a big marketplace to go for. I take heart from the fact that no matter how bad the economic situation gets, people will still be in the market for heathcare. Anything that makes testing processes easier and/or cheaper has the potential for success. Frustrating to see this dilution I suppose, but encouraging that directors were among the subscribers at a SP not greatly discounted from the current one.

No, with the big boys. Us humble PIs don't get a look-in on this sort of placing. From the RNS: "The New Ordinary Shares have been placed by XCAP with institutional and other existing and new shareholders"

£1.38 million (before expenses) raised from a placing of shares at 1p each. Directors subscribed for 5 million and IP Group for 75 million. 143,425,000 new shares in total. Fourth Optim unit order, plus more enquiries. "In addition, the Company is expected to launch its first diagnostic product, Midas, into the veterinary healthcare market in the near term. The Midas system will be capable of delivering a wide menu of rapid diagnostic blood tests offering both quantitative and qualitative analysis to the veterinary and, in due course, human healthcare markets." http://www.investegate.co.uk/article.aspx?id=20100706070000PBE92&fe=1

http://www.investegate.co.uk/article.aspx?id=20100601070312P5155&fe=1 Northern Foods PLC Final Results 1 June 2010 NORTHERN FOODS PLC PRESS RELEASE Preliminary results for the year ended 3 April 2010 'INVESTING FOR GROWTH' Financial results summary 2009/10 2008/09 53 weeks 52 weeks £m £m Revenue 977.0 975.2 Profit from operations* 54.6 52.7 Profit before taxation* 34.0 47.5 Underlying PBT1 39.2 39.0 Profit for the period2 13.8 2.5 Net debt3 183.0 206.7 Net cash flow from operations 68.8 54.5 Operating margin* 5.6% 5.4% Return on invested capital* 12.4% 11.7% (ROIC4) Basic earnings per share (EPS) 2.98p 0.54p Underlying earnings per share 6.99p 6.45p (EPS5) Dividend per share (proposed) 4.50p 4.50p

http://www.investegate.co.uk/article.aspx?id=201005260700135343M&fe=1 Good news, particularly since the placing is oversubscribed at what is a very small discount to the SP.

I suspect today's rise is down to reinvestment. SP was 3p+ immediately after it went xd, and some holders sold then and took dividend and profits. 30 days is up, so the dividend can be reinvested without bed and breakfasting. Hope it holds, though.

Mission Marketing Issue of Equity RNS Number : 8247L The Mission Marketing Group PLC 13 May 2010 The Mission Marketing Group plc ("themission®", or "the Company") Further re Settlement of Acquisition Liabilities and Issue of Equity On 15 April, themission® announced a number of initiatives to restructure the Company's balance sheet, which included a proposed placing of new ordinary shares in the Company to settle certain loan note liabilities. Further to that announcement, themission® is pleased to confirm that it has conditionally placed 9,840,786 new ordinary shares of 10p each ("Placing Shares") at an issue price of 13p per Placing Share ("the Placing") in order to satisfy a cash payment to settle certain vendor loan notes. Consequently, it is proposed that the balance of approximately £2.7 million of the vendor loan notes outstanding will be settled by the issue to the loan note holders of, in aggregate, 20,655,334 new ordinary shares of 10p each ("Vendor Shares") at an issue price of 13p per Vendor Share. In addition, the Company has agreed that certain deferred consideration falling due in 2010 will be satisfied entirely by the issue of 2,373,370 new ordinary shares of 10p each ("Deferred Consideration Shares"), rather than further loan notes as originally agreed. The issue of the Placing Shares and the Vendor Shares is subject to the Company obtaining shareholder approval in accordance with the Companies Act 2006. Resolutions will be put to shareholders in this regard at the Annual General Meeting of the Company, which is expected to be held on 14 June 2010, notice of which will be sent to shareholders in due course. etc etc http://www.investegate.co.uk/article.aspx?id=201005130700178247L&fe=1

Lol OK, my tech terms may have Monday morning disease, but my maths is correct. Someone holding 1000 shares worth £225 on Friday now holds only 100 shares. Since each share is now trading at 235p (up a bit since lunchtime), their holding is now worth £235. It only needed to go up 900% to break even, not 1000%, and COST is up on the day, not down.

Your maths is wrong - 10 for 1 consolidation means you lose 90% of your shares, not 100%, so price per share has to increase by 900% for breakeven, not 1000%. Eg: 1000 shares on Friday were worth 22.5p each, = £225 Same person now holds 100 shares today, not 1000. Those shares started at 225p each, up 900% on Friday's close; value of 100 shares = still £225 Those 100 shares are worth 230p each right now (up 923% on Friday's close) So total holding now worth £230 - up just over 2% on Friday

Nope, sorry, you missed the boat. Today is ex-divi; holders of record on the 30th had to be holding before the start of business today in order to qualify. Plenty of potential for a future rise on this SP, but no dividend for new holders.

Divi is paid 18 May http://www.investegate.co.uk/article.aspx?id=20100416122121P1011&fe=1 If you trade online it'll probably appear in your account on the 19th - that's how it works with Barx anyway.

I don't know whether you saw this, but Byron, Lilley et al did dissociate themselves and Abrahams is at the helm: http://www.investegate.co.uk/article.aspx?id=201004060700106903J The Kwercus name seems to have been abandoned and it's back being marketed as ImJack: http://www.imjack.com/ The investor relations link leads to the old site, which hasn't been updated since the shares were suspended. I guess there's a tiny chance the shares could trade again, since the company still appears active, but I wouldn't hold your breath. Good luck, anyway.

Well, don't forget you now have a notional paper capital loss you can realise if you need to set it against gains, although with luck it will reduce over time. I actually trebled my stake in here as soon as the SD was announced, because i'll exceed the cap gains threshold this year but will have lower than usual earned income, so I'll keep the bulk of the divi and benefit from any SP increase. Once the price has settled here I'll be buying back in with a portion of the divi proceeds in the expectation of making the tax back plus more.

The special dividend is taxed in the same way as other dividend income. One you've used up your individual tax-free allowance, the rate is 10% for basic rate earners (under £37,400), 32.5% for higher rate earners (under £150,000 ) and 42.5% for those above that. It'll be paid out to holders at 90% of the gross dividend due, plus a 10% tax credit.

20,000 shares @7.13p = gross dividend £1426, net of 10% tax = £1283.40