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Share Name Share Symbol Market Type Share ISIN Share Description
Allied Minds Plc LSE:ALM London Ordinary Share GB00BLRLH124 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.20 0.81% 24.90 22.00 24.30 24.90 24.90 24.90 141,007 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.5 -55.5 -22.0 - 60

Allied Minds Share Discussion Threads

Showing 7426 to 7448 of 7450 messages
Chat Pages: 298  297  296  295  294  293  292  291  290  289  288  287  Older
DateSubjectAuthorDiscuss
23/9/2021
19:06
Thanks for the link. New results date is October 14th. They could have continued for another month afaics, so I'm still curious how much they have to spend. They surely could have bought more than 1% if they had funds. Re management, I've just had another glance at the Result Of AGM RNS: Harry Rein grumbling that the failure to pass motions that CA (presumably) opposed happened because "The Board is aware of one major institutional shareholder who voted against resolutions 2, 5,7, 8, 9,10, 11 and 13, without which there would have been strong support for all resolutions". Actually, the right thing to do is to recognize the importance of shareholders, including the one whose opposition influenced up to 40% of the vote at an AGM, and voted that two Directors not continue. Only 52.8% support for a motion that the Chairman continue is a vote of no confidence.
wbodger
23/9/2021
15:26
Interesting RNS today about a week's delay to results: presumably it's connected to one of the holdings. No major effect on share price in London, I wondered is US might leak when they came on, but no big move, so perhaps it isn't major. Allied Minds stopped announcing share buybacks on August 11, although they had authority to buy up to 24 million shares lasting until October 15. They have bought back a little over 2.5 million in six weeks, slightly over 1%, costing about £500,000 by my calculations. That is connected with the Spin Memory exit - I really hope they got a bit more than half a million for their interest. I am curious why the buybacks have stopped, assuming it isn't a stock market rule. (They should have known that when they started.)
wbodger
23/9/2021
09:03
Talking of space..for the boffinshttps://www.everythingrf.com/news/details/13163-bridgecomm-develops-optical-inter-satellite-links-for-enhanced-data-transmission
kooba
23/9/2021
09:01
Orbital sidekick are in very hot areas , space and positive climate technology. https://twitter.com/orbitalsidekick/status/1440350049909698566?s=21
kooba
23/9/2021
05:41
TouchBistro, Inc. completed the acquisition of TableUp, LLC from Allied Minds plc (LSE:ALM) and other shareholders for $6 million on August 5, 2020. Allied received consideration shares valued at $5.99 million.If similar valuation improvement was seen would be significant to Allied Minds.
kooba
23/9/2021
05:38
Notice Toast valued at many multiples of 2019 and 2020 valuations ...believe Touchbistro is held at value of last fundraise from 2019.Barrotti has been open about plans to take TouchBistro public, noting it would happen "when market conditions are right." Last year, the CEO had sights on an initial public offering (IPO) by early 2021.https://betakit.com/touchbistro-hires-new-cfo-keeps-eye-on-ipo-despite-pandemic-market-uncertainty/It would appear the time is right judging by Toasts reception .
kooba
10/9/2021
18:39
Even I can see that OISL Terminal looks like significant technology. That I-S link trumpets Bridge's commercial presence early in what looks like very interesting tech. The other link about putting likely winners together seems to be about Boeing aggregating winners and losers without continual cash calls. Is that your reading, k?
wbodger
10/9/2021
15:06
Space maybe explains Boeings interest better. http://www.bridgecomminc.com/boeing-horx.html But i notice changes at Boeinghorizonx too…their dozen or so holdings including Bridgecomm i guess moving into a larger Private Equity vehicle to support investments it seems. https://www.cnbc.com/2021/08/05/boeing-to-spin-off-venture-capital-arm-horizonx.html Bridgecomm fits the bill it seems Boeing said AEI HorizonX will further support sustainability and will focus on investments in connectivity, space, mobility, digital and industrial technologies.
kooba
10/9/2021
14:36
Bridgecomm seem busyhttps://news.satnews.com/2021/09/09/optical-inter-satellite-links-now-offered-by-bridgecomm-to-customers/
kooba
09/9/2021
19:04
Space Micro might be a name chosen for the first four letters. Still, if they do go, ahem, public (Is that the right word for a SPAC?) BridgeComm might get a piece for intellectual property without committing funds. SM Inc is based in San Diego, which is hot for that sector. Respectable history by the look.
wbodger
09/9/2021
09:15
Yep not a big boy but BridgeComm moving more into the hot space sector with a very respected long term player. This and especially orbital are looking very interesting.But obviously much depends on Federated Wireless in terms of asset exposure. Encouraging the AM update. But would be good to see more evidence of traction, it appears the private network space is in for exponential growth would just be good to have some real evidence of FW growing in that space.Think there are reasons to be optimistic now that the asset value has bottomed out and that there is decent room for up rounds when portfolio companies come for next finance rounds , but with AMs limited resources and zero chance of raising funds one has to hope they are not crammed down by new investors in this process and manage to protect shareholders interests.Problem is the market is obviously not convinced by the management to deliver value. IP group and Draper Esprit trading at premiums to hard nav ..AMs a 50% discount...is this the assets or the management? Thinking management.
kooba
08/9/2021
17:08
Space Micro Inc looks interesting. But only USD 18 million revenue. Employee-owned company, 100+ employees.
wbodger
08/9/2021
06:29
https://www.businesswire.com/news/home/20210907005340/en/BridgeComm-Enters-Into-Strategic-Partnership-With-Space-Micro
kooba
30/8/2021
20:34
AQC - regretting selling ?! I sold at nearly £7. My only regret is that I didn't sell the lot.
skinwalker
26/8/2021
18:47
https://twitter.com/orbitalsidekick/status/1430947435669504002?s=21
kooba
24/8/2021
07:39
Rather overlooked asset in the portfolio is the holding in TouchBistro received from their acquisition of portfolio company Tabletop to them. It's a very interesting business that was rumoured to be on the IPO runway pre CVD 19 but seems to be coming through well and has incorporated in house take away software in its restaurant management softwarehttps://www.touchbistro.com/blog/third-party-food-delivery-services/Allied Minds holding Aug 2020.A total of 2,542,662 common shares of TouchBistro to be paid to Allied Minds valued at $5.99 million.There has been no fundraising or revaluations since then but this is a hot area and TouchBistro an established player could well return to IPO runway and would likely command a decent premium over current carrying value imho.
kooba
22/8/2021
12:06
Was hoping there might be an acknowledgment in the weekend papers? Wonder if Woodford legacy still hangs over this that some journalists would have to ponder he may have had a point in some stocks! Still think we carry a bit of his legacy in the share price. One day Rodney x
believer2
19/8/2021
13:42
If the update , numis comment and the director share buying gets a mention anywhere think 30p could be next stop.
kooba
19/8/2021
13:33
If you say so Buffy :-) Do hope you're correct
walterwhite1
19/8/2021
13:15
Buyer of 450k printed..institutional size hopefully they go on.
kooba
19/8/2021
12:44
Before Christmas? Before schools go back it will be through 30p
buffettjnr
19/8/2021
12:25
MM's are having a laugh here by holding in in the current range 'Buys' of over £20k are appearing and they're not budging Good to see at least some willing from our BOD to get skin in the game though. Fingers crossed we can breach the 30p mark before xmas. GLA
walterwhite1
19/8/2021
10:28
Bruce 100k at 31.92c, Harry 100k at 35c, so yes, full prices compared to the very recent sub-20p. Agree it's a positive, tho also means they know nothing about anything impending at Federated. Perhaps more importantly, the selling from CRS & Invesco seems to have paused.
spectoacc
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