Allied Minds Share Discussion Threads

[kooba] 13/4/2023 18:37

Not sure how that can be..valuation should be at last fundraise unless they have revalued sharply down on the remaining investments. Must try to get the accounts when available. Still burning $2m a year ..on what they seem to be a glorified nominee account really!

[bobonumber1] 12/4/2023 18:28

It was unclear but my gist was down to how the books were done

[kooba] 12/4/2023 18:15

Thanks bobo..why is 14.1p given but not accurate?

[bobonumber1] 12/4/2023 17:24

If ORB and BC prove up their tech then new valuation multiples of current. Still very binary but should know more in June/ July presentation.

[bobonumber1] 12/4/2023 17:22

Current NAV 14.1p. That is not accurate though. 7.8 mill cash and running costs down to 2mill by end of the year.

[kooba] 12/4/2023 15:29

I couldn't make the call in the end school hols etc. anything mentioned on FW? It is after all the bulk of the value?Did they give a NAV?Anything on costs and cash position.You don't sound like you think anything value accretive is anywhere near!

[bobonumber1] 12/4/2023 14:13

They were up to a billion dollar valuation with no revs. I would say nobody is any wiser after that meeting. Very little information. Need another 4 months or so to see potential outcome of BC, ORB and OCC. should have another presentation in June/July. Either way bottom draw for at least a year.

[catabrit] 12/4/2023 13:32

I am on the call. It amazes me this thing was ever public considering the lack of revenue in some of these holdings.

[damers] 12/4/2023 07:45

I would appreciate it if someone could post any positive highlights from today's zoom as unavailable.

[kooba] 11/4/2023 18:07

https://www.space.com/spacex-transporter-7-rideshare-mission-launch50 satellites going up ..one of Orbitals, fingers crossed.

[kooba] 11/4/2023 18:01

NbThe company will present year end results on 12 April at 1pm (London time) via Zoom conference. The call will include an update on the subsidiary companies and the ongoing cost review. If you have not already done so, please respond to this email to register for the call no later than April 1st. Please include a screenshot or similar of your confirmation of holdings in Allied Minds. Once you are confirmed, the zoom link will be sent to you. Sincerely, Investor Relations at Allied Minds

[believer2] 11/4/2023 08:15

Launch Delayed by a day - cannot find a reason

[kooba] 09/4/2023 07:20

A fitting post on resurrection day ! I hope it proves true...i have them written off so would be significant!

[bobonumber1] 09/4/2023 06:56

£1+ on success of all 3 without further dilution.

[catabrit] 08/4/2023 18:41

Ok ok. Sorry thought it was the 9th. Will watch it with crossed fingers and toes! I’m salivating at the mouth to think of our likely payout if this and bridgecomm etc both come good as well as Fed which seems almost guaranteed.

[kooba] 08/4/2023 17:54

Still saying 11th on most sites..apparently can watch live on here..https://www.rocketlaunch.live/launch/transporter-7#:~:text=A%20SpaceX%20Falcon%209%20rocket,live%20coverage%20(if%20available).

[catabrit] 08/4/2023 15:34

Fingers crossed for the launch tomorrow.

[bobonumber1] 06/4/2023 17:55

It is very good news as I believe this now secures further funding from the DOD

[kooba] 06/4/2023 16:33

No idea...but it sounds good!!Think its saying their point to point laser technology is secure..something that might be important to government agencies etc. so information can be zapped down from space without those pesky ruskies intercepting. Something like that ! I think.

[catabrit] 06/4/2023 15:54

Yo. So I got a C in science and my eyes tend to get drowsy and my brain starts to throb when I read anything too complex. So if anyone can simplify in plain English what that Bridgecomm release *actually* means, I’d greatly appreciate it. Thank you :)

[kooba] 06/4/2023 13:01

Good spots Damers.Had seen transport 7 was 11th?https://www.rocketlaunch.live/launch/transporter-7

[damers] 05/4/2023 19:38

hxxp://www.bridgecomminc.com/first-post-quantum.html

[damers] 02/4/2023 11:35

Transporter 7 launch date 9th April.

[damers] 25/3/2023 15:38

The competition...

www.xplore.com
www.blacksky.com
www.hypersat.com
www.pixxel.space
www.planet.com

I get bobo's comment, but I did watch an interview from Dan Kantz (CEO) a while back where he stated that there was aprox a 1 in 16,000 chance of collision and if any issue arose OSK had a system in place (spare parts etc) to get a new sat in the sky in quick time. The new bulked-up advisory board looks good.

Not a clue what effect one sat out of commission would have on processing info for a customer.

Sounds like launch date in the next few weeks - hopefully before 12th.

3 of 4 very much in play. Everything crossed Bridgecomm have some positive news on the way.

[kooba] 24/3/2023 07:53

This appears modest and spread across a number of companies but can lead to much bigger things it seems!"Designed with low barriers to entry to accommodate emerging providers, we anticipate the initial value of each contract to be about $300,000," an NRO spokesperson told GeekWire in an email. "They can quickly be scaled to much higher values as mission value, customer requirements and on-orbit provider capabilities are confirmed.,"BlackSky won an earlier study contract from the NRO that focused on commercial satellite imagery. That led to a significantly larger contract that was awarded in 2022 and could carry a maximum value of $1.021 billion over the course of 10 years if all options are exercised.https://www.geekwire.com/2023/nro-contracts-xplore-hyperspectral-imaging/