Member Info for Mnemosyne

No, it went ex-div today, ie today is the first day's trading where new holders don't get the dividend. The drop's not bad though - just 6.25 at present compared to a dividend of 7.13. Thought it looked promising when the big last-minute director buy came through. If he was willing to put in £180k to get an immediate £142.6k taxable dividend, he must have been confident that the new price would be high enough, when added to the dividend, to more than compensate for the paper loss plus the tax.

http://www.alliancepharma.co.uk/uploads/2009AnnualReport.pdf An excellent set of results in difficult times, and a sound business model. The decision to concentrate on acquisition and marketing of established brands, and discontinue R&D, has proved to be a good one. A friend described the company as "boring" to me when I first got in here last September! That was at 18.7p - 100% growth in 7 months, plus dividends, is the kind of boredom I can cope with. This is now one of my five core long-term growth shares and my biggest single holding. Thank you APH.

www.investegate.co.uk/article.aspx?id=20100427070000P8F5A&fe=1 "The Company has been informed that James Mellon yesterday bought in his own name 2,000,000 ordinary shares of nil par value in the capital of the Company at a weighted average price of 8.9625p per share. Following the purchases James Mellon is interested in 31,537,443 shares, representing approximately 8.87 per cent. of the Company's issued ordinary share capital."

Steady selling today, mainly smaller volumes. Planned to top up another chunk if it fell below 40p so pleased to take the opportunity for another £3k today, but curious as to why the drop and the selling...

I bought mine at 9.38, but that's still plenty to smile about too :)

Special dividend 7.13p per share, paid 18 May http://www.investegate.co.uk/article.aspx?id=20100416122121P1011&fe=1

19.25 ... 19.75, last sale 25k @ 19.4, last purchase 25k @ 19.5

ALLIANCE PHARMA PLC ("Alliance" or "Alliance Pharma" or "the Group") Preliminary results for the year ended 31 December 2009 Alliance Pharma plc (AIM: APH), the speciality pharmaceutical company, is pleased to announce its preliminary results for the year ended 31 December 2009. Financial Highlights · Sales up 44% to £31.2m (2008: £21.8m) · Operating profit* up 77% to £11.3m (2008: £6.4m) · Pre-tax profit* three-fold increase to £8.6m (2008: £2.4m) · Adjusted basic EPS three-fold increase to 3.55p (2007: 1.17p) · Cash generated from operations doubled to £10.6m (2008: £5.2m) · Dividends commenced o Final dividend proposed of 0.23p per share o Full year dividend 0.30p per share * before exceptional items Full RNS at http://www.investegate.co.uk/article.aspx?id=201003240700200690J&fe=1 This has been my best performing share this year apart from CBRY. A really great hold now, particularly with the increased dividend.

Renovo are presenting tomorrow at a Vienna symposium on nerve surgery. Their topic is the use of scar reduction products to improve the healing of surgical nerve repairs. http://www.renovo.com/itemdetails.asp?c_id=32&event_id=120 They've released a document to go with the presentation, summarising some trials they've done in mice. http://www.renovo.com/documents/renovo_E816F.pdf. I wonder whether this will be the "clinical trial and results" they are scheduled to present next week at the meeting in Montpellier, or whether that will be something different?

New shares: 400,000 @ 34p http://www.investegate.co.uk/Article.aspx?id=201003170812197123I

Sticking to their proven formula then - buy small outfits for their successful products. The link to the other CL products not mentioned in the RNS is here: http://www.camb-labs.com/prod_additional_products.html. The toxicology product on govt contract for a stockpile is potassium iodate, I think (they keep it in case of leaks from nuclear power stations etc). CL looks like a sound buy to me, and if they're talking about significant earnings increases next year then perhaps we can expect a nice increase in the dividend?

Don't suppose anyone attended last night's presentation? I wondered whether there might be an update on Juvista, but I notice the blurb for the forthcoming 25 March lecture in Montpellier includes "clinical trial and scientific results", so it looks likely we'll hear something then. Would still be useful to know what was said last night though. http://www.renovo.com/item.asp?c_id=32&event_id=115

Interesting trading yesterday and this morning. A flurry of speculation that there may be news at the PI presentation this evening? SP certainly recovered well since November.

I've no doubt all these sells at 18.98 are buys. Mine certainly was.

Just noticed the volume traded yesterday. 2 x 250k buys look good, but it would help to know whether the 500k trade in the afternoon was a buy or a sell.

This has been trickling gently upward recently, with Mark Ferguson's lectures and presentations giving Renovo more media visibility. I notice the results presentation next Tuesday is timed for 7am with a live audio webcast of the analysts' presentation later that morning. Not necessarily an indication that there's something noteworthy to come, but it could be why there's been more buyer interest recently. It would be good to have news on some of the products being developed - too early for Juvista, but Adaprev and Prevascar might be due an update at some point just to keep investors informed. I wish I knew what Mark Ferguson had said in his presentation - it might give us some clues.

Thank you for posting this link, it makes things a lot clearer. I wish I'd been aware of it earlier, but it was a very early toe-in-the-water for me, and we live and learn. I suspect Byron and Lilley will not emerge from this covered in glory.

Neon, I share your hope that this will do well. I originally bought in here because as a school governor, I thought the software cleverly addressed a lot of the problems and dangers associated with school communication IT, particularly safe networking and schools' obligations to liaise with parents. I still think so, but I also accept the possibility that some critics are right and Kwercus misses the point - schools and adults may love the idea but kids will never embrace a social network that smacks of supervision and nannying of this type. If Kwercus succeeds it will be for adults, not for kids. I see its major use as extending the classroom into the home, allowing children access to homework, teachers and friends from home, and bringing parents into the mix. Some younger kids will be happy networking with each other in such a way, but older ones absolutely will not. If Kwercus succeeds it will be in primaries, where many kids are (or should be) net-limited at home, rather than in secondaries, where teenagers will continue to use unmoderated ways of communicating, such as Facebook, and will sneer at the idea of Kwercus. ImJack is sailing very close to the wind financially now. It's a one-trick pony, and if they don't get this product out there soon or find a backer they will go under and take my money with them. I am here for the duration, but I accept this is a punt, not an investment, and no amount of optimistic flag-waving on my part will make any difference.

It appears to be the usual arrangement - unless they receive your acceptance, you are automatically deemed to have rejected the offer. So you shouldn't have to do anything, although I can think of a number of amusing and environmentally responsible things you could do with the paperwork to demonstrate your opinion of the offer if you felt so inclined ;-)

just hope for the best. Tanya Byron's so scary she could probably terrify the banks into loaning ImJack loads - or it's the naughty step for them!