Allied Minds Share Discussion Threads

[mishkam] 07/10/2015 08:16

Bridgesat is a small company in the allied minds portfolio. Latest update can be found here Several of these companies have the potential to worth $bn's.

[skinwalker] 06/10/2015 21:48

I think Mr Ball is a robot - he can only post one line.
Does Allied Minds have a company that manufactures robots? If so Mr Ball is the product. Good time to sell if so - he'll never catch on. Doubt if he could even do the hoovering

[r ball] 06/10/2015 18:09

Buy. £50 target. DYOR.

[mishkam] 06/10/2015 16:25

Can you explain how Federated Wireless will not produce large income next year. It is working with Google to make available the spectrum and it has the patents and it is the only company that can make this spectrum available from the military.It is going to be production ready 2H 2016.

[liquidkid] 06/10/2015 14:21

OK sorry I'll spell it out for you read between the lines...

Once upon a time there was a guy who is really good at fund management.
- Woodford
His fund is performing really well
- Woodford UK Equity Income Fund
There is a particular stock in this fund that has made the fund perform well
- Allied Minds - a US 'incubator' - extremely speculative
This stock is worth a zillion and has doubled in a year.
- £755 million
This stock invests in other companies
- See top of thread
these other companies are performing really well
- So they say - see NAV
One of the companies is worth alot of money
- BridgeSat or pick any one
It gets beams from space from someone elses company.
-
but it doesn't get the beams if it is cloudy and has to pay for them.
- read the link
elses company uses spacecraft paid by NASA

NASA went to the moon
- So they say (sing flat earth society's 'its a small world')
elses company wants to go further than the moon
It wants to go to Deep Space
- "The Aerospace Corporation also envisions using the technology for deep space missions"
look outside at the stars
They are in Deep Space.
- go to sleep now ninky nook
- go to sleep now tiddly ponk
etc

[mishkam] 06/10/2015 13:45

Jeffries and Numis both have buy ratings, Jeffries issued the same day as the micky mouse report by Kerrisdale. Time will tell who is right. I am saying that it is difficult to understand you argument without anything factorial.

[mishkam] 06/10/2015 12:32

Liquidkid, it would be interesting if you had actually any analysis to back up your stories. Below is a summary of why it a buy.

Federated wireless
– Spectrum crunch in US
– completed prototype, started trails with regulator due to finish in Q1 2016
– strategy and timeline published investor day
o beta launch H1 2016, full production h2 2016
– major strategic partners indentified and name expected to be published shortly
– holds essential patents
– compatible with exiting technology not the same as 4G
– difficult to see you how this is not worth a lot of money, given that is more spectrum than already available in the US.
– Investor presentation - hxxps://01-lvl3-pdl.vimeocdn.com/01/408/5/127040832/364293009.mp4?expires=1444142399&token=0238dfe876e3cc4ec9d0e
Spin Transfer
- Market leading technology targeting large market >60bn
- has an agreement with a major strategic partner
- fully working chip to be available by end of year
- Investor presentation - hxxp://01-lvl3-pdl.vimeocdn.com/01/408/5/127040832/364293009.mp4?expires=1444142399&token=0238dfe876e3cc4ec9d0e
SciFluor
- adding fluorine to compounds can improve potency, selectivity, tissue penetration
- adding fluorine to eye medicine , called SFO166, means that it can be taken as an eye drop rather than having to be injected into eye, eye market $6bn currently
- adding flouring creates a new compound with new patent which is owned by Scifluor, rapid patent approval
- investor presentation - hxxps://14-lvl3-pdl.vimeocdn.com/01/407/5/127039981/364289819.mp4?expires=1444144992&token=0216b0f7239065f418ac6

Neil Woodford choose to invest in a biopsy technology that enable real-time diagnosis and treatment for prostate cancer. Neils track record has established him as one of the best investment fund managers. Clearly he is a huge supporter of the company buying large stake for Invesco and then his own fund, total >50%.

The analysis on Kerrisdale and only looked at the latest investor report as detailed in earlier post, shows that you could have lost 300% of your investment based on investing at starte of day and last weeks prices. The company has a large short position and I will be interesting to see how the realise any profit. I am predicting a very large squeeze.

[liquidkid] 06/10/2015 10:34

Let me rephraise that for those that aren't the smartest in the room.
psst, hey listen here
wanna makes lots a money on the stockmarket...guaranteed.
got a top tip for you
(well actually it is a child's bedtime story.)


Once upon a time there was a guy who is really good at fund management.
His fund is performing really well
There is a particular stock in this fund that has made the fund perform well
This stock is worth a zillion and has doubled in a year.
This stock invests in other companies
these other companies are performing really well
One of the companies is worth alot of money
It gets beams from space from someone elses company.
but it doesn't get the beams if it is cloudy and has to pay for them.
elses company uses spacecraft paid by NASA
NASA went to the moon
elses company wants to go further than the moon
It wants to go to Deep Space
look outside at the stars
They are in Deep Space.

[mishkam] 05/10/2015 09:24

Nice to see share rice this morning on the back of precision biopsy.

[mishkam] 05/10/2015 09:24

I saw the news this morning that precision biopsy has raised funds. Presume this was Woodford that put money in, if that is the case he would have been restricted in buying shares. Expect share price to rise quickly.

[mishkam] 05/10/2015 09:23

I saw the news that precision news this morning that precision biopsy has raised funds. Presume this was Woodford that put money in, if that is the case he would have been restricted. Expect share price to rise quickly.

[mishkam] 02/10/2015 18:05

If you look at the capital markets day for Scifluor it is quite a compelling story. The CEO stated that the fluoridation process had more opportunities than Auspex Pharmaceutical which was taken over for $3.2bn.
It has fluorinated an eye medicine that had to be injected into the eye. The fluorinated medicine is a new compound so Scifluor has the patent and this medicine can be administered using eye drops.

[mishkam] 02/10/2015 17:44

LiquidKid, nice little story. I remember the story of porsche take over of volkswagen where people were left holding a large short position. Guess that the current short is about 8m so given average trading volume is about 160k and limited stock could be interesting. Expect to see a big squeeze if any big news comes out.

[alasdair100new] 02/10/2015 17:39

Liquid- why do you even bother posting your drivel? Biggest deramper I have ever seen. No one can argue that Woodford has basically created the ip sector in the UK with invesco.And I happen to love rainbows, lollipops and shares that make me a load of money. That's why allied minds is the perfect combination. Jog on sweet cheeks and watch this baby fly

[liquidkid] 02/10/2015 14:46

After her foster Nan's husband passed away she lost her faculties (mind) some time ago and has ceded power of attorney. Looking into her pension investment she put her life savings of her child trust fund into a safe secure investment.
This investment is a UK Equity Income Fund.
She did so since the nice man running it knows rugby - he must be a gentle-man as I am led to believe it is the gentlemans sport. Not like those football hooligans on tv. So this nice man can also see the Wood Ford o Trees. I'm certain he has invested in particular in safe secure long established UK companies that pay dividends. Like those british institutions that supply her with the services she needs like pharmaceuticals, tea heating, and M&S cakes.
She would be horrified if there was any association with so called 'muppet' stocks that are traded on that foreign market called AIM. Or anything the Americans are doing - She wouldn't have the foggiest what the Internet of Things are or why she needs UTM security for her wireless because the WWW is her radio.
She has been getting regular statements and has been filing these dutifully and carefully writing down the daily stock prices into her log book as Isa Sipped some tea.
What is especially comforting for her are the earnings projections these are: Q315: Sunshine. Q415: Rainbows. 2020: Lollipops. 2025: Unicorns.
She loves the stock market because of all the trustworthy people who run it. And is not the slightest concerned about her money as it is all a bit funny really she calls it funny money. She says, What could she possibly do with it all?

[mishkam] 30/9/2015 22:34

hpcg you are right they do make chips. The point still stands that they will receive a revenue from the agreement,

[hpcg] 30/9/2015 22:03

mishkam - AMD don't make laptops, they make x86 chips, and video cards since the purchase of ATI. AMD perpetually struggle in second place to Intel and Nvidia respectively. They have their place at the cheap end - I'm typing this on an AMD powered laptop :) The any minor feature set will be worth pennies per unit.

[bena1] 30/9/2015 21:51

The shorters coming on here make me laugh. They are following the publications of that laughable doc. They front ran you... They will buy back before you can. Good luck, this is in my pension.

[r ball] 30/9/2015 21:09

Thinnly traded. Difficult to short as little borrow.

Target price £50.00

Stick it in a bottom draw and enjoy.

Not for traders.

PS: Pritchard has not sold any.

PPS: NASDAQ listing in due course (give it a couple of years)

PPPS: Funds are investing in the spin outs. Not just ALM.

[mishkam] 30/9/2015 20:48

I am saying that Federated Wireless is an example of a company where the analysis is clearly rubbish. The US is running out of spectrum. Allied Minds has the capability to deliver a lot of spectrum to the US. This is a project that they are doing with Google. They have done testing and are now going back to get final approval. How can this company not be worth bn's come next year. Allied Minds is currently worth £700m.

Companies have spend over $300m trying to develop a chip which is compatible to Spin Transfer. Spin Transfer have signed a deal with a major manufacture and therefore it must be worth a lot of money, more than the current ALM price.

Regarding Optio it is a simple demonstration that the company has a material revenue stream for something that is not its main ip.

Whiteworld encryption is interesting as encryption is clearly something that could be worth a lot of money. Having a government agency come up with a new encryption that you can not get you brain round also sounds like it could be worth a lot of money. The current ALM book value is very small. This can only be an upside.

I guess the short position is currently around 8m shares. I guess woodford owns 23%, invesco 32%, directors 20%, indexed funds 15%. I am guessing the short is going to be very hard to buy.