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Allied Minds Share Discussion Threads
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|I generally agree with Woodrot on this as "short time noise"
Especially as the penny is yet to drop on (STI) Spin Tork Idiocy & (FW) Fukinhated Wireloose - the other two worthless companies for the bag holders.|
|This one has to start to prove itself now.|
|Jefferies HOLD tp 195p reiterates|
|Neil Woodford has lost his mojo.|
|And another million|
|Invesco dumping another couple of million.
Still holding plenty.|
|Does it make money|
|This co. is bust, until one of the cos. monetises itself it will continue to haemorrhage cash, it's fooled! Sell once and stay out!|
|What chances that Invesco will continue to liqidate? High (imo)
Remember the first loss is often the samllest loss - Memo to Self - Remember this and do not hope for recovery - It is often like the pot of gold at the end of the rainbow - mythical !!|
|Invesco dumping a couple of mill , still holding almost 25%|
|Jefferies 'hold' and 195p target (from Alphaville this morning)|
|His record counts for a hell of a lot, however his reputation was made
on value/GARP investments, in profitable and highly cash generative companies.
GSK reaffirmed a view again today that pharma is on the
cusp of a new era of drug discovery and treatment options.
This may be what Woodford sees, however benefiting is a different matter and established global pharma looks the lower risk strategy to me, just IMV.|
|Does woodford's opinion count more than anyone else's. Judging by the performance of so many of his holdings in wpct I think not. I bet he thought ALM was good value when it was over 500p, cir. good value when it was over 300p, ver good value when it wsa over 50 p, dddd good value when it was Over £10, not mentioning the infamous Northwest Biotherapeutics. Otherwise one cannot expalin why he has got them all in his top ten holding at one stage if he was not convinced but we all know what has turned out of his conviction, all of them more than halved in value over a two year space.|
|Vidacos above 8%|
|On what basis?.|
|Bought in at 1.69 - completely oversold now|
|Worth 100p imo.|
|Well the market cap will now see them fall out of the FTSE 250 at the next reshuffle so maybe that is what is causing the continued weakness as trackers start to bail out.|
|"Neil Woodford bats off Allied Minds share plunge as "short-term noise" "
Well-known City investor Neil Woodford has dismissed a share price plunge at Allied Minds, which his company owns just under a third of, as "short term noise" which misses the bigger picture.
Intellectual property group Allied Minds said on Wednesday that seven of its subsidiaries would be sold or wound down as part of a $146.6m (£118m) writedown of costs, causing its share price to tumble more than 20pc.
Mr Woodford, whose company invested an extra £15m in Allied Minds last December, batted off the double-digit fall by arguing that "share price movement can miss the longer-term opportunity".
Defending the decision, he said that the "sensible" restructure could help "accelerate the creation of long-term value for shareholders".
The subsidiaries which the Boston-based company plans to drop include a tinnitus treatment firm, a food disease killing company and a business which disinfects cashew kernels.
Jill Smith, who became Allied's interim chief executive last month after co-founder Chris Silva stepped away from the business, said that this was a "necessary step in refocusing the company on the areas where we have most potential" and would ultimately benefit shareholders.
News of the restructure and the subsequent share price reaction, not helped by Silva's sudden departure some weeks earlier, come weeks ahead of Allied's full-year results.
Mr Woodford's company is one of the largest shareholders in Allied with a holding of over 28pc, or almost 66 million shares. He is refusing to show any sign of concern, however, insisting that the recent events had not put him off the sector.
"The businesses we have backed [in this industry] have diverse portfolios of young, disruptive businesses with significant long-term potential," he said. "Short-term noise and share price movement can miss the longer-term opportunity. The announcement from Allied Minds this morning should be seen in that context."
|Just an observation having watched numerous GSK presentations and pipeline discussions,
have no great industry insight.|
|philanderer: Nice find - Anyone reckon Arix Bioscience (ARIX) might go the same way - As essentiallinvestor advises us above most compounds, and from my experience many other medical products, never make it to commercial reality.|
|'Allied Minds deals more pain to Woodford and Barnett'
|Look at how many biotechs just GSK work with, it's a huge number.
Gives some insight in to the number of compounds that never make it
past earliest phase trials, or are discontinued even before then.|
|The Oxford Whale: It is not only biotech where WPCT seems to be coming adrift - Looking at the quoted companies RM2 is continuing to fall - Pallets are not out of the wood - to be a cynic. In reality management there initially failed to get the poduction right - slippery -
Could it be that WPCT have bought the product promise (as we all tend to do at times) and not done enough reseach on the abilities of the mangements of some of investee companies to deliver?
totallly agree with you - virtually impossible to evaluate the progress of many unquoted and not in revenue companies.|