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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 1.05% 19.25 19.00 19.50 - 60,242 16:35:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 1.5 -16.2 -6.0 - 47

Allied Minds Share Discussion Threads

Showing 7976 to 7996 of 8000 messages
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DateSubjectAuthorDiscuss
28/6/2022
15:15
I think it's going to be broken up and sold???
casholaa
27/6/2022
14:08
Would be nice if they invested some of their own cash in shares ? They both professionally read really well - here’s hoping !
believer2
27/6/2022
07:36
Seems the board is moving in the right direction in terms of governance..not sure we could have moved further in the wrong direction to be fair.Urban exposure seems to have been successful and timely in its executionhttps://urbanexposureplc.com/Hoping there is a full and frank update on strategic review near term and that the new directors correctly communicate a cohesive strategy to delivering on the company's stated monetisation strategy of 3 years , largely undelivered and instead we have seen a significant drop in cash resources and the value of the remaining portfolio.Time for some honest and decisive management , in my view should not include Bruce Failing..clean sweep needed.
kooba
20/6/2022
23:56
And spread the std you fought of your so sister
lyceeuk
20/6/2022
23:54
Josh f.ck 00f
lyceeuk
20/6/2022
20:59
Could be worse. Look at what happened to Tekmar (TGP.L) when it were put up for sale around 13 June.
casholaa
20/6/2022
19:45
Ha.. and it was meant to say infallible! Most on here certainly don’t feel inflated quite the opposite!!
kooba
20/6/2022
19:43
Yeah. We know how he feels.
wbodger
20/6/2022
18:16
I'm afraid he is certainly not inflatable !"That's clearly not what I was expecting when I last suggested buying Allied Minds' shares, at 38.5p ('Technology winners with a huge margin of safety', 19 October 2020). Allied Minds' 43 per cent stake in Spin Memory had a read through valuation of US$77m at the time and accounted for 24.6p a share of my NAV per share estimate of 65p."
kooba
20/6/2022
17:42
Thanks for posting that, kooba. It does look as if it might be the cause of interest. "Buy"is unambiguous. bobo, I meant Bridge Comm's business is promising, A one-to-many optical communications system would have obvious military applications. Like the Internet nigh impossible to knock out because it uses multiple pathways, but it would be infinitely expensive, so probably completely inappropriate for an Allied Minds investment without an exit strategy to work towards. Arguably they should be in that exit phase already, negotiating a price for their share of the intellectual property. I'm not so concerned with the down round. Imo HR is only telling the truth now because he's out of there. I'm a bit sceptical of "up" or "down" rounds because they can be spun (pardon the Spin Memory pun) to support whatever story the BoD wants.
wbodger
20/6/2022
09:23
Not sure I captured it all ! Another go..says buy at the end!!An unloved deep value playA Boston-based intellectual property (IP) commercialisation company is undertaking a strategic review that could lead to a sale of the company and release value to shareholdersJune 17, 2022By Simon ThompsonStrategic review could lead to an outright sale of the investment companyLatest funding round of portfolio company Federated Wireless implies Allied Minds' stake is worth 40 per cent more than its own market capitalisationInvestee company Orbital Sidekick in discussions with strategic partners to provide funding to add its product to an additional six satellite launchesAllied Minds (ALM:17.5p), a Boston-based intellectual property (IP) commercialisation company focused on investing in early-stage companies with disruptive technologies, is undertaking a strategic review that could lead to an outright sale of the company, or alternatively distribution of its assets and cash reserves to its long-suffering shareholders.The complexities of IFRS accounting standards means that the best way to value Allied Minds is on a sum-of-the-parts basis given that the last reported net asset value of $44.65mn (15.1p a share) in the recently published 2021 annual accounts materially understates the value held in its portfolio companies.For example, Allied Minds' largest investee company, Federated Wireless, raised an additional $14mn (£11.4mn) in a Series D funding round last month (to add to the $58mn already raised) at a post-money valuation of $302mn. It implies that Allied Minds' 23.96 per cent fully diluted stake is now worth $72.3mn (24.5p a share), or 40 per cent more than Allied Minds own market capitalisation of £42mn (17.5p).Heavyweight investors Fortress Investment Group, Singapore's sovereign wealth fund, GIC, and Cerberus Capital Management all participated in the funding round. It's easy to understand why. That's because Federal Wireless' operates at the cutting-edge of shared spectrum Citizens Broadband Radio System (CBRS) that is reshaping wireless connectivity for cloud-based technologies.By providing customers with a secure private wireless network that is both high performance and accessible on a low-cost subscription, Federal Wireless' revenue almost quadrupled last year, buoyed by collaboration agreements with hyperscale channel partners AWS, Cisco and Intel. The company now has more than 350 corporate customers and 90,000 connected devices, serving the defence, government, education, utilities and telecoms markets across North America.It's not the only one of Allied Minds' portfolio companies that has raised new capital as OcuTerra Therapeutics closed a $35m Series B funding at a post-money valuation of $51.3m, placing a valuation of $6.3mn (2.1p a share) on Allied Minds' 12.33 per cent fully diluted shareholding. A Phase II clinical trial of OcuTerra's non-invasive eyedrops for use in early-stage diabetic retinopathy, a disease that results to loss of vision for diabetic patients, will commence in the next quarter.In addition, Orbital Sidekick, a company that is developing aerial and space-based hyperspectral imaging and analytics to enable efficient monitoring of natural resource assets and infrastructure integrity, is in advanced talks with strategic partners to provide funding to add its product to an additional six satellite launches. Allied Minds' stake was valued at $11m (3.7p) following a $16m Series A financing round in April 2021. Orbital has invested heavily in product development, engineering, and analytics, and is now growing its sales & marketing team ahead of next quarter's launch of its Global Hyperspectral Observation Satellite constellation, known as GHOSt. The company recently signed a contract with one of the largest pipeline operators in North America – Energy Transfer – to deliver recurring monitoring services from its satellites through 2023, and won a major work programme contract with In-Q-Tel, a North American Venture Capital firm. Orbital is also developing products for the mining and agriculture industries, along with fire fuel and carbon mapping capabilities, and plans to expand its footprint within the defence and intelligence community.Portfolio company, BridgeComm, is also engaged in discussions (with Aeroequity Industrial partners) to provide funding to support delivery of its patented technology. The company provides ultra-high-speed mesh connectivity for terrestrial, airborne and space systems that require 10-100+ Gbps throughput in the space and ground applications used by commercial and US government customers.The Space Development Agency is one such customer, and there is growing interest in the cutting-edge technology following Russia's invasion of Ukraine. That's because current battlefield communications tend to use a single point of distribution with the risk of a single point of failure, but Bridgecomm's high-speed optical communications allows for dispersed communications which are difficult to detect and intercept.Boeing HorizonX Ventures, the venture arm of Boeing Company, is co-investor in BridgeComm alongside Allied Minds, which holds a 62.9 per cent equity stake that had a read through valuation of $23.9m (8.1p a share) at the last funding round in September 2018. However, investment fund Crystal Amber (CRS), which holds a 18.4 per cent stake in Allied Minds, takes a more cautious view. The fund places a 2p a share value on the BridgeComm holding in its 36p a share spot net asset value calculation for Allied Minds, slightly below my own read through sum-of-the-parts valuation of 38.5p a share when I last suggested buying the shares, at 19.5p ('Bargain Hunting in the tech sector carnage', 21 February 2022).Importantly, Allied Minds' retains a positive cash position with pro-forma cash increasing by 50 per cent to $13.4mn (4.5p a share) since the start of 2022 following the disposal of its holding in restaurant supply chain software provider Touch Bistro. The bottom line is that an outright sale of the company or asset disposals by a new board of independent directors has real potential to release shareholder value. Bruce Failing, previously senior independent director, has now assumed the position of interim chairman after Harry Rein stepped down from his position. Buy.
kooba
20/6/2022
08:57
Must think Mr Thompson's mention has sparked a bit of interest.
kooba
19/6/2022
21:54
I don't subscribe but seem to have got access!
kooba
19/6/2022
21:52
An unloved deep value playA Boston-based intellectual property (IP) commercialisation company is undertaking a strategic review that could lead to a sale of the company and release value to shareholdersAn unloved deep value playJune 17, 2022By Simon Thompson
kooba
19/6/2022
21:51
Strategic review could lead to an outright sale of the investment companyLatest funding round of portfolio company Federated Wireless implies Allied Minds' stake is worth 40 per cent more than its own market capitalisationInvestee company Orbital Sidekick in discussions with strategic partners to provide funding to add its product to an additional six satellite launchesAllied Minds (ALM:17.5p), a Boston-based intellectual property (IP) commercialisation company focused on investing in early-stage companies with disruptive technologies, is undertaking a strategic review that could lead to an outright sale of the company, or alternatively distribution of its assets and cash reserves to its long-suffering shareholders.The complexities of IFRS accounting standards means that the best way to value Allied Minds is on a sum-of-the-parts basis given that the last reported net asset value of $44.65mn (15.1p a share) in the recently published 2021 annual accounts materially understates the value held in its portfolio companies.For example, Allied Minds' largest investee company, Federated Wireless, raised an additional $14mn (£11.4mn) in a Series D funding round last month (to add to the $58mn already raised) at a post-money valuation of $302mn. It implies that Allied Minds' 23.96 per cent fully diluted stake is now worth $72.3mn (24.5p a share), or 40 per cent more than Allied Minds own market capitalisation of £42mn (17.5p).Heavyweight investors Fortress Investment Group, Singapore's sovereign wealth fund, GIC, and Cerberus Capital Management all participated in the funding round. It's easy to understand why. That's because Federal Wireless' operates at the cutting-edge of shared spectrum Citizens Broadband Radio System (CBRS) that is reshaping wireless connectivity for cloud-based technologies.By providing customers with a secure private wireless network that is both high performance and accessible on a low-cost subscription, Federal Wireless' revenue almost quadrupled last year, buoyed by collaboration agreements with hyperscale channel partners AWS, Cisco and Intel. The company now has more than 350 corporate customers and 90,000 connected devices, serving the defence, government, education, utilities and telecoms markets across North America.It's not the only one of Allied Minds' portfolio companies that has raised new capital as OcuTerra Therapeutics closed a $35m Series B funding at a post-money valuation of $51.3m, placing a valuation of $6.3mn (2.1p a share) on Allied Minds' 12.33 per cent fully diluted shareholding. A Phase II clinical trial of OcuTerra's non-invasive eyedrops for use in early-stage diabetic retinopathy, a disease that results to loss of vision for diabetic patients, will commence in the next quarter.
kooba
19/6/2022
20:51
Can you post the content. It's behind a paywall
bobonumber1
19/6/2022
18:36
For those might have missed ..https://www.investorschronicle.co.uk/ideas/2022/06/17/an-unloved-deep-value-play/
kooba
17/6/2022
20:23
Bodger. I read in results that BC raise would be on a down round. That's not very promising. Orbital are promising but are currently negotiating a raise which we will not be able to participate in, meaning our stake will be diluted to low double or single figures. I would back ALM to raise finance via a placing to hold or increase our stake. I hope Federateds cash runway is sufficient so they can get to the stage of a flotation.
bobonumber1
17/6/2022
19:31
https://www.investorschronicle.co.uk/ideas/2022/06/17/an-unloved-deep-value-play/
mirabeau
17/6/2022
18:42
Well, at least it reduces confusion about who might be running the meeting. (Not Harry.) Presumably the COO. I wonder what Failing thinks about his mate - my guess: this was planned but not communicated at all. That is pretty poor. We should at least be in the hands of CA, Invesco and GIC in the sense of people having a plan or knowing where they're going. Biggest 4 shareholders: - CA 18.6% - Invesco 16.9% - GIC (=ARCM, Singapore Sovereign Wealth Fund) 8.09% - Mark Pritchard 5.53%. Total of biggest four: 49.1% Nine of biggest ten are all funds or suchlike. Top ten including Pritchard control 72%. I'm not entirely convinced about the figures for eg Federal Wireless, which could easily be marked down if there is less profit in FW's market than is assumed. I remember Spin Memory's nasty surprise left us spinning, and after Harry goes I hope the new incumbent does not do some unwelcome revisions. (The valuations look like darts thrown at a dartboard. Is that unfair?) Bridge Comm looks promising, as does OcuTerra. (The trick will be to grow value faster than they consume seed funds.) I hope FW may be net cash positive after the latest round. Overall Harry Rein spends a lot of time on the risks. I have no doubt he has not given up on being asked to stay on. I will try to look more closely over the weekend. It's quite heavy going, isn't it?
wbodger
17/6/2022
08:06
Duncan, filtered
bg23
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