Allied Minds Share Discussion Threads

[liquidkid] 18/1/2016 12:39

Prominent head bob on this particularly rare species of Unicorn just as it goes below the magic 1 billion rainbow dust valuation (£700mn) This is a Grade Level 4 lameness as it is apparent at the random walk evaluation. Pulls the .303 off the rack and looks for the dog food processor number.

[chevalierdaven] 12/1/2016 09:58

He still holds 18.425 million shares ....some pressure on the share price to be expected....of all people he knows perfectly that the fair valuation is more in the £2 (give or take) region....

[gswredland] 11/1/2016 18:32

Two million! How many does he still hold guys please?

[chevalierdaven] 11/1/2016 17:47

Mark Pritchard selling 2m shares! The third largest shareholder, founder of ALM and recent Chairman and President....surely if he sells with all the insider information he possess, it is a very bearish sign...well so much for "patient capital".... that one is rushing for the exit!

[hpcg] 05/1/2016 16:57

That spike has set up another lower high. I'd taken my eye off the ball here, looking at the chart I was on holiday at the beginning of November so missed that high, but looks like a great short entry now.

[chevalierdaven] 12/12/2015 17:35

Neil Woodford's reputation is getting tarnished this month, not only is he taking a loss by finally exiting his long term hold Rolls Royce-call it bad luck? but the Northwest Biotherapeutics ongoing debacle shows his lack of due diligence on early stage/risky stuff and that should be a massive red flag for ALM holders.

Quite the same pattern as with ALM-with Northwest B. he bought a just below 30% stake to avoid launching a take-over, he put it in its "Income" fund, and it ends up being a very vaguely articulated investment case.... to stay diplomatic.

FT "Northwest Biotherapeutics puts Neil Woodford’s record to the test"


...excerpt ...
Jason Hollands, managing director of UK investment adviser Tilney Bestinvest, says: “Investors in the Woodford Equity Income fund might reasonably be asking why on earth a UK fund, which is described as ‘offering exposure to companies that can deliver sustainable dividend growth’, has an illiquid holding in a US biotech stock that has never paid a dividend.”

Lets ask the same question for ALM shall we? ALM has no tangible revenues, no dividend, not even a real product or a defined target market..just pipe dreams...and to support it all ALM only has 91p of cash invested and NAV about 176p if I recall well, the marks of which are not external but ALM/Woodford home -made!.... last price @440: mind the gap!

[alasdair100new] 08/12/2015 19:51

Roberts- is there really 13mln short at the mo? I thought most of those would have been taken out already

[robertsc] 08/12/2015 17:01

13 million short could get killed if hoped for news Spin and Federated delivers

[liquidkid] 08/12/2015 12:32

Must be suiting up for another placing...or the further fleecing of a certain fund high flyer.

[alasdair100new] 08/12/2015 10:13

That would be good! Get us above £5 and push on from there!

[r ball] 08/12/2015 06:53

news today?

[liquidkid] 30/11/2015 09:38

Can't understand the magic? No need the FT Can explain it all for you.



Unfortunately after reading that I am none the wiser about Flippinhated Wii-lost (FW). They seem like a pretty nasty bunch those Alphavile characters - Even went as far as hurting Kerrisdale's feelings. The FT conclude that because INTEL are involved its gotta be a money maker right! Are they talking Intel, the processor dinosaur or Intel, the waterboarding information dominator?

So here's my take on the tech with some weapons grade research: 5G for idiots?




CINQ XP Easy-to-Use Interface
CINQ XP provides mobile network operators and service providers with a platform to plan and visualise their networks for licenced shared access. With Rich data analytics and visualization.

- Looks like gamification to me. The networks surely already have this completely mapped out. Verizon have whole departments solely gathering signal data.

CINQ XP’s cloud-based platform provides mobile network operators and service providers a new economic model to cost effectively and seamlessly extend NETWORKS INDOORS.

- Only use is indoors???? I thought the spectrum was going to be useful to people out in the desert (near area 51) needing a signal while they are burying their ill gotten gains for safekeeping.

Access to a new model of shared spectrum that combines the quality and predictability of licensed spectrum with the low cost and versatility of unlicensed spectrum
- i.e. you use your mobile signal and WiFi while siting on your sofa....INDOORS.

So in summary the business model appears to be: bring the Cloud Inside.

Intel, Bringing a Cloud Inside. ding dung ding dong ding

[chevalierdaven] 28/11/2015 11:09

I have to admit I too totally struggle to understand any of ALM's RNS about their underlying ventures, those high-risk, early stage very long term bets on tech and life sciences that all sound very Jamesbondish and NASAesques but I am no rocket scientist so it is beyond my grasp.

ALM CEO Silva says "“We think we’re sort of our own asset class,” well it is all mumbo jumbo to me!

I wonder if private investors are not putting too much faith in Woodford's investment skills, that they are sort of giving up any due diligence and effort to understand the portfolio and the business prospects of those mysterious techs.

After all Woodford just like most average investors he has his fair share of failures-for this period just have a look at DRAX and ROLLS ROYCE.

[freddie ferret] 12/11/2015 17:37

Remaining firm in a generally cxxx market!

[liquidkid] 12/11/2015 10:22

"Allied Minds Is Boston's Quietest Billion-Dollar Tech Company"

Can't even get the denomination right - it is a 1.5 billion dollar cap

a billion here, a billion there, and things close to that, pretty soon you're talking real money

[nimbo1] 12/11/2015 08:11

hxxp://bostinno.streetwise.co/2015/11/11/startup-funding-in-boston-allied-minds-alm-l-exits-expected-in-tech-life-sciences/

[esoog1] 10/11/2015 10:56

see why there has been some recent big purchases

[ifthecapfits] 09/11/2015 08:58

Break £5 today?

[r ball] 07/11/2015 15:28

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