Allied Minds Share Discussion Threads

[catabrit] 08/9/2023 10:18

Also, the recent focus on specific verticals (education, for example) makes a lot of sense to me. I think they might have stretched themselves too thin. We want more public university contracts for private wireless as the revenue is more likely to stick around and the multiple we get on that will be higher.

[catabrit] 08/9/2023 10:16

The thing with Federated that always worried me was the dollar amount of revenue considering the company’s age. Tech changes fast and the issue with planting your flag with the government is that by the time something gets approved, the market has evolved and moved on.

That said, they seemed pretty excited about some of the new partnerships and the government’s announcements around 6 GHz.

[kooba] 08/9/2023 10:01

There appears nothing much new or inspiring with Federated that i can see..unfortunately it still appears the company is better at excuses than at building revenues.Can only hope one of the big players feels the company is of enough strategic importance to buy it for decent money because i am doubting whether they have the ability to grow it alone.

[kooba] 08/9/2023 09:52

Whatto not been in for while.Seems some of the portfolio still going !https://www.space.com/orbital-sidekick-methane-monitoring-ai-helphttps://bridgecomminc.com/bridgecomm-unveils-a-new-brand-and-digital-presence/Month agohttps://www.modernretina.com/view/asrs-2023-ocuterra-therapeutics-update-on-ott166-eye-drops

[wbodger] 03/9/2023 20:43

It didn't load on mine because of the parameters, so I stripped them out and it worked.

To your point, Yeah, I really like Orbital, and that Satnews page is very readable.

Orbital will have to be able to licence their technology in order to finance its development. (Patents, etc. or charging for hitchhiked experiments.) I really like the near-infra-red as a field of scientific interest and that may be what's creating curiosity.

[believer2] 30/8/2023 22:04

Sorry Bodger - never seem to be able to load the links

Reads well doesn’t it ?

[wbodger] 30/8/2023 15:17

This might get that link to open:
news.satnews.com/2023/08/28/osks-first-hyperspectral-insights-from-ghost-constellation

It opens in this tab, so hit 'back' to resume after reading.

Thanks believer2.

[believer2] 29/8/2023 15:49

Orbital - front page top story in SatNav news - hxxps://news.satnews.com/2023/08/28/osks-first-hyperspectral-insights-from-ghost-constellation/?mohide=true&mc_cid=0650fbdb97&mc_eid=5578b65837

[catabrit] 24/8/2023 21:53

More good news:

Arlington, VA – August 24, 2023 – Federated Wireless, a leader in shared spectrum and private wireless solutions, today applauded the Federal Communications Commission’s (FCC) public notice initiating the certification process for Automatic Frequency Coordination (AFC) systems in the 6 GHz band, including Federated Wireless’ existing commercial-grade solution.

The milestone represents the culmination of an extensive five-year technical process led by Federated Wireless and its industry partners, together with the FCC, to enable shared use of the 6 GHz band.

“Federated Wireless has been on this journey with the FCC and our partners from day one. Today’s announcement represents the end of a long journey to build and commercialize our shared spectrum product and open the 6 GHz band to the latest generation of unlicensed devices that are vital for both enterprise and consumer broadband connectivity,” said Federated Wireless CEO Iyad Tarazi.

To date, Federated Wireless has signed commercial agreements with the leading enterprise WLAN access point manufacturers collectively responsible for 50% of the worldwide enterprise outdoor access point market, establishing Federated Wireless as the market leader for AFC.

These commercial agreements will accelerate standard power and outdoor access point operations in the 6 GHz band.

Leveraging its expertise in spectrum sharing in the CBRS band, Federated Wireless began working in 2018 closely with partners and the unlicensed wireless ecosystem to develop an AFC system to enable Wi-Fi 6 and 5G NR-U deployments in the 6 GHz band.

In 2019, Federated Wireless publicly demonstrated the world’s first AFC prototype, proving the feasibility of adapting its cloud-based spectrum sharing technology and platform to meet the FCC’s (then proposed) requirements for the 6 GHz band.

Federated Wireless continued to refine its AFC system with input from the unlicensed equipment vendor and operator community, incumbent licensees, and relevant standards organizations.

In August 2022, together with partners CITC and HPE Aruba, Federated Wireless first demonstrated live AFC system management of 6 GHz spectrum and standard power Wi-Fi devices.

In November 2022, the FCC conditionally approved Federated Wireless to be an authorized AFC system operator for the United States.

Federated Wireless Vice President of Technology Development Masoud Olfat led the AFC test and certification planning efforts conducted by the Wireless Innovation Forum (WInnForum) in conjunction with the Wi-Fi Alliance.

“The 6 GHz band is a major opportunity for enhanced Wi-Fi performance across America and ultimately around the world,” said Federated Wireless CTO Kurt Schaubach. “Federated Wireless has long led the creation of technologies and alliances to enable more efficient use of spectrum on a shared basis. The FCC’s public notice is a critical step towards realization of the benefits of Wi-Fi 6E in 6 GHz.”

“With commercial AFC services on the horizon, Federated Wireless is ready to deliver the full benefits of the 6 GHz band,” said Jennifer McCarthy, VP of Legal Advocacy, added. “We look forward to leveraging this key spectrum for the next generations of Wi-Fi technology.”

[catabrit] 23/8/2023 16:56

Lots of positive updates coming from Federated in recent days re new partnerships.

[wbodger] 03/8/2023 16:55

Yes. Also it's a stretch to call a Woodford a crook. Nothing forced Crystal Amber and others to invest.

I'm a mug who followed a fool following a 'crook' who invested in a company that invested in (eg) Spin Memory. A bit of a medieval pilgrimage of the faithful.

[bobonumber1] 03/8/2023 08:44

Successive mismanagement is the reason not Woody

[zimmie] 03/8/2023 08:31

14p, I am way under water then. I got sucked into this one believing the hype from that crook Woodford.

[bobonumber1] 03/8/2023 07:23

Balance sheet NAV is 14p. They come to that figure through various accounting methods above my pay grade.

[zimmie] 02/8/2023 08:19

Did they mention the NAV?

[bobonumber1] 02/8/2023 07:01

Uptake not as fast as expected, they do hope to be cash neutral by 24 meaning no more funding requirement, with 30% CAGR. Not a lost cause by any means, but not yet the jewel we hoped for.

[catabrit] 01/8/2023 21:16

Disappointing re Federated Wireless as I always thought that was the insurance. Why is it struggling?

[bobonumber1] 01/8/2023 21:04

Circa £5mill cash. New run rate of £1.5mill pa which keeps the lights on for 3 years and enables the co plenty of time to liquidate at the right price. Fed looking like a fur coat with no knickers but hopefully ends up with a skimpy thong. Orbital looks v good but cash hungry and I worry about our percentage in future finance rounds. The rest pretty binary but still lots of potential if the cards fall in the right place. IMO we are still at least 1 year away from any £ return.

[catabrit] 01/8/2023 13:18

Couldn’t make the call today at 1pm so if someone could summarise the situation that would be much appreciated. Thanks all.

[wedgee] 28/7/2023 15:32

The update call is Tuesday 1st August at 1pm. I’m going to try and get on but can’t be certain. Can someone please ask the question, which they did reluctantly answer in the last similar call, what do they consider to be the current consolidated Net Asset Value? I think it was 13p when they delisted, and on the last call they said it was 14p. I’m miles underwater on these, and need some upward momentum.

[bobonumber1] 26/7/2023 21:11

Did anyone attend the AGM ?

[catabrit] 19/7/2023 12:40

It’s nice to see Orbital sidekick getting some air time in the global mining review.

[damers] 17/7/2023 06:25

Bridgecomm's new website a vast improvement.

[wbodger] 14/7/2023 17:56

Agenda motion 1 refers to Strategic Report and Audited Accounts for 2022 etc:


Apologies if they've been discussed. Looks like #3572 referenced the accounts a month ago.

[wbodger] 14/7/2023 16:39

AGM is on Wednesday 26 July at 2 PM in London. Anyone planning to go, we'd love a report ...

Here are the motions on the Agenda:
1 TO RECEIVE THE DIRECTORS' REPORT, THE STRATEGIC REPORT, THE AUDITED STATEMENT OF ACCOUNTS AND AUDITOR'S REPORT OF THE COMPANY
2 TO RE-APPOINT BDO LLP AS THE AUDITOR OF THE COMPANY
3 THAT, THE AUDIT COMMITTEE BE AUTHORISED TO DETERMINE THE REMUNERATION OF BDO LLP AS THE AUDITOR OF THE COMPANY
4 TO RE-ELECT MR. BRUCE FAILING AS A DIRECTOR OF THE COMPANY
5 TO RE-ELECT MR. SAM DOBBYN AS A DIRECTOR OF THE COMPANY
6 TO RE-ELECT MR. JUAN MORERA AS A DIRECTOR OF THE COMPANY