Member Info for mulledwine

Half Year Results for the six months ended 30 June 2012 This year, our objectives are centred on investing in and building the foundations for future growth. We have been very active and have made good progress. Financial Highlights (continuing operations) · Revenue of £322.7 million (HY 2011: £322.0 million*) · Adjusted operating profit of £16.0 million (HY 2011: £13.8 million) · Operating cash flow of £26.6 million (HY 2011: £8.0 million*) · Return on invested capital of 23.6% (HY 2011: 21.6%) · Adjusted operating profit margin of 5.0% (HY 2011: 4.3%*) · Statutory operating profit of £14.0 million (HY 2011: £3.2 million) · Adjusted basic earnings per share (EPS) of 2.49 pence (HY 2011: 1.63 pence) · Net cash of £62.1 million (HY 2011: £37.8 million*)

http://www.investegate.co.uk/Article.aspx?id=201208010700079857I

Jupiter Energy Ltd Buy 30-Jul-12 £151,780.68 Geoff Gander 596,111 @ 25.46p

and another one Pearson Sell 31-Jul-12 £155,602.07 John Makinson 13,032 @ 1,194.00p

Pearson Sell 31-Jul-12 £204,747.11 Will Ethridge 17,148 @ 1,194.00p Pearson Sell 31-Jul-12 £194,490.65 Rona A Fairhead 16,289 @ 1,194.00p Pearson Sell 31-Jul-12 £187,565.45 Robin Freestone 15,709 @ 1,194.00p

Melrose Buy 01-Aug-12 £452,997.03 Miles H Templeman 319,012 @ 142.00p Melrose Buy 01-Aug-12 £391,919.99 Justin Dowley 276,000 @ 142.00p Melrose Buy 01-Aug-12 £212,957.39 John A M Grant 149,970 @ 142.00p Melrose Buy 01-Aug-12 £169,337.83 Perry Crosthwaite 119,252 @ 142.00p

Melrose Buy 01-Aug-12 £6,043,575.20 James Christopher Miller 4,256,039 @ 142.00p Melrose Buy 01-Aug-12 £5,739,906.79 Simon Antony Peckham 4,042,188 @ 142.00p Melrose Buy 01-Aug-12 £5,692,727.29 David Alexander Roper 4,008,963 @ 142.00p Melrose Buy 01-Aug-12 £2,826,454.53 Geoffrey Peter Martin 1,990,461 @ 142.00p

GKN Chairman, Mike Turner, has celebrated a strong set of first half results with the purchase of 100,000 shares in the UK engineering giant. The shares were bought for 210.70p each, costing Turner, who took on the role of Chairman in May of this year, a total of £210,700, just one day after the results were announced. The company saw profits jump in the first half as it benefitted from a broad exposure to global markets.

Disposal of the Human Tissue Business Further to the announcement on 13 July 2012 and the subsequent approval by Shareholders of the Resolutions at the General Meeting of the Company held on 30 July 2012, the Board is pleased to announce that the Disposal of the Human Tissue Business completed on 31 July 2012. Following completion of the Disposal, the Company has settled in full the Secured Debt (being the SVB Debt and the BioSeek Loan Notes). Except as otherwise defined herein, capitalised terms have the same meanings as set out in the Circular dated 13 July 2012.

http://www.investegate.co.uk/Article.aspx?id=201208010700099877I

Valuation: 142p as cloud services revenues begin to ramp up Based on our forecasts, which include only modest tweaks, the stock trades on a P/E of 17.9x FY12 earnings falling to 17.1x in FY13 and to 15.3x in FY14. Our DCF model, which assumes a weighted average cost of capital of 11%, values the shares at 142p, or 59% above the current share price. This valuation is supported by high levels of recurring revenues, growth from the new cloud products and strong cash flows. We continue to forecast the group will repay its £3.4m net debt and £1.3m (assumed) of acquisition liabilities by FY15.

http://www.edisoninvestmentresearch.co.uk/researchreports/statpro010812update.pdf

Annual Report In accordance with Rules 20 and 26 of the AIM Rules, Cohort confirms that the annual report for the year ended 30 April 2012 was posted to its shareholders yesterday, 31 July 2012, and is also now available on the Cohort website. The direct link to download the Annual Report and Accounts 2012 is: http://www.cohortplc.com/investor_relations/reports_and_presentations/

http://www.investegate.co.uk/Article.aspx?id=201208010700059402I

Ben Wood, Managing Director of iProspect UK said: "We are delighted to welcome the I Spy team to iProspect. This acquisition cements our position as the leading player in search and digital performance marketing in the UK. We both share a single-minded focus on delivering business performance for our clients through the delivery of integrated digital advertising solutions across bought, owned and earned media spectrum."

Aegis Group plc acquires I Spy Marketing Limited and its affiliate 4Search Limited Aegis Group plc ("Aegis"), today announces that it has acquired I Spy Marketing Limited and its affiliate 4Search Limited ("I Spy"). I Spy's gross assets were £2.9 million as at 31 December 2011. Specialising in the luxury retail, fashion and travel sectors, I Spy is a pioneering digital marketing agency that has developed an outstanding reputation for helping brands to get the best results through intelligent integration of search, social advertising and insightful analysis of consumer behaviour and data.

http://www.investegate.co.uk/Article.aspx?id=201208010700079805I

Nigel Morris, CEO, Aegis Media Americas & EMEA, said "Data is one of the key areas of competitive advantage in the convergent market. D2D has built an impressive, scaled business that complements and strengthens our existing data capabilities to drive even greater marketing insight and analysis. We look forward to fully integrating D2D into our operating model to leverage their capability across all parts of our business for our clients."

Aegis Group plc acquires Data2Decisions Limited Aegis Group plc ("Aegis"), today announces that it has acquired Data2Decisions Limited ("D2D"), a UK-based, independent marketing effectiveness analytics consultancy. D2D's gross assets were £2.2 million as at 31 January 2012. Since its establishment in 2001, D2D has grown to be one of the largest independent marketing effectiveness analytics consultancies in Europe. The business works with its clients to turn data into insight that informs marketing strategy. This includes assessment of pricing, promotions and the return on media investment. D2D's technology solutions, which can sit on clients' systems, enable actionable intelligence from the analytics to be used to optimise marketing decisions.

http://www.investegate.co.uk/Article.aspx?id=201208010700069792I