Allied Minds Share Discussion Threads

[blueball] 27/4/2017 07:47

Down to 140p then..sadly.

[bookbroker] 26/4/2017 18:12

An incredibly detailed analysis, basically infers that this is a ponzu scheme with little or no chance of creating any value for shareholders!

[philanderer] 26/4/2017 18:11

Results tomorrow.

[pugugly] 26/4/2017 17:22

Well worth reading if you have an evening or so spare


A really excellent piece of work - OK it may be wrong and Devonshire have a built in interest of depressing the price as acknowledged short - but for an exposition of PIPCO's, the difficulties they face and what appears to have gone wrong at Allied Minds - It is (imo) required reading - Also possibly fora read across for some of the other investee companies in the Patient Capital Fund.

[liquidkid] 24/4/2017 09:37

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.

[r ball] 22/4/2017 11:27

This one has to start to prove itself now.

[philanderer] 21/4/2017 09:57

Jefferies HOLD tp 195p reiterates

[skinwalker] 21/4/2017 09:47

Neil Woodford has lost his mojo.

[philanderer] 20/4/2017 17:06

And another million

[philanderer] 18/4/2017 21:10

Invesco dumping another couple of million.

Still holding plenty.

[mj19] 17/4/2017 09:52

Does it make money

[bookbroker] 07/4/2017 19:49

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!

[pugugly] 07/4/2017 19:45

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 !!

[philanderer] 07/4/2017 19:17

Invesco dumping a couple of mill , still holding almost 25%

[philanderer] 06/4/2017 21:35

Jefferies 'hold' and 195p target (from Alphaville this morning)

[essentialinvestor] 06/4/2017 20:03

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.

[riskvsreward] 06/4/2017 19:52

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.

[philanderer] 06/4/2017 19:26

Vidacos above 8%

[essentialinvestor] 06/4/2017 10:35

On what basis?.

[asturius101] 06/4/2017 10:32

Bought in at 1.69 - completely oversold now

[blueball] 06/4/2017 10:18

Worth 100p imo.

[salpara111] 06/4/2017 08:39

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.

[philanderer] 06/4/2017 00:04

"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."

[essentialinvestor] 05/4/2017 22:44

Just an observation having watched numerous GSK presentations and pipeline discussions,
have no great industry insight.