Allied Minds Share Discussion Threads

[catabrit] 06/11/2024 18:19

Some good news from Federated today. Google has exited the CBRS space so it goes from a duopoly to a monopoly.

[kooba] 11/10/2024 08:42

https://www.globenewswire.com/news-release/2024/10/01/2956217/0/en/Federated-Wireless-Announces-General-Availability-of-its-Groundbreaking-Adaptive-Network-Planner-ANP-at-WISPAPALOOZA-2024.htmlStill going then !

[damers] 20/9/2024 16:56

That's a grim read Catabrit - tks all the same for posting.

[catabrit] 20/9/2024 12:59

Despite this, Sam remains hopeful and still thinks there is decent odds of us getting 20p plus. Let's see. We should get an update in Q4.

[catabrit] 20/9/2024 12:56

Sam D is doing his upmost to salvage shareholder value. It looks like Orbital are trying to push through a hugely dilutive fundraising round which will impair our equity value quite a bit. Federated Wireless have their own issues around strategy and there is a similar disagreement amongst the shareholder base. It is not looking great and the range of outcomes is now much wider than it was when they de-listed. We will get an update once a few of those issues have been resolved.

From an opportunity cost perspective, this deal has been a total disaster and I was dead wrong about the risk reward.

[bobonumber1] 20/9/2024 12:26

Not looking great. There used to be an upside and there is not even that anymore.

[gingerpig] 18/9/2024 04:52

Anyone know anything about what’s happening with Allied Minds these days? Any chance of getting our money out? Thanks

[wbodger] 13/6/2024 16:47

AGM 1 July 2024 3PM
20 Fenchurch Street,London, EC3M 3BY

I have to vote by 25/06 if I care to. A long way for me to go to find out not very much. Please post if anyone does go.

[wbodger] 13/5/2024 20:18

Thanks CousinIT.

[spectoacc] 02/5/2024 05:52

Federated is still going? ;)

Sorry for holders on here - difficult to believe the heights ALM once reached.

[catabrit] 01/5/2024 17:57

Thanks for the update, cousinIT.

[cousinit] 01/5/2024 16:11

It was an odd update.

Most positive thing was that Bruce has gone.

They expect that Ocuterra may produce a token amount from its liquidation. Said that patient feedback seemed very positive so was a shock that the trial missed by as much as it did.

For OSK, still having some issues with Ghost 3 (I think? ) but others seem to be performing. Feel that tech is ahead of the competition and as they are US based have more chance of Federal contracts. Trying to complete a funding round currently.

Federated has retrenched to concentrate on areas where near term growth are stronger. Costs have been slashed again and aim is to achieve break even later this year and build from there.

It all sounded quite sober, but when a question raised about just selling up and liquidating, Sam was quite animated in expressing how valuable businesses could be nurtured with a bit of patience (circa 2 years).

[wbodger] 26/4/2024 18:11

I've only just read #3661. Great timing!

I'll echo kooba's request for an update if anyone tuned in.

[kooba] 25/4/2024 21:02

..an investor call on Friday 26th April at 4pm for the retail.You can register using this linkhttps://www.investormeetcompany.com/allied-minds-plc-1/registerI can't make it but expect nothing but more disappointment.Seems a write off I'm afraid.If anyone does make it ..can they feedback the bad news to the board!!

[cousinit] 09/4/2024 10:03

Quarterly updates were promised, but as ever not really being delivered. I guess it maybe ignorance being a blessing here...

[taperkick] 04/4/2024 15:20

"optimal structure"

Or removal of all those taking a pay packet for doing nowt.

[wbodger] 28/3/2024 09:02

From Crystal Amber Interims released this morning:
It is understood that Allied Minds has sufficient cash to continue until 2027. Nevertheless, Allied Minds has failed to provide positive news flow from its remaining portfolio, with news from Federated Wireless, where Allied Minds has a 24% interest, particularly scant. Earlier in the month, portfolio company Orbital Sidekick launched two satellites, which to date are responding as expected. Given the continuing lack of evidence of realisations and returns of capital at Allied Minds, [Crystal Amber] is currently in discussions with Allied Minds regarding its optimal structure.

Good luck with that.

[wbodger] 21/3/2024 19:28

On Ocuterra, it was a Phase Two trial, and we grumbled about being diluted for not taking part in the cash-call for it, which looks like money down the drain. We now have a smaller slice of a very much reduced pie. It makes the decision much easier for Allied than it would have been if the trial had been a success and further investment was mooted.

[catabrit] 21/3/2024 12:37

It was always a speculative option and is likely more than offset by the rise in value of OSK. I suppose we will soon find out. Does anyone know when the next investor update call is?

[damers] 20/3/2024 19:37

FFS.

hxxps://www.fiercebiotech.com/biotech/ph-2-fail-sends-ocuterras-eye-drop-dreams-down-drain

[catabrit] 07/3/2024 13:48

Another successful launch by OSK in recent days.

[kooba] 28/2/2024 07:06

hxxps://www.globenewswire.com/news-release/2024/02/23/2834653/0/en/Federated-Wireless-Announces-Commercial-Launch-of-Its-Automated-Frequency-Coordinator-AFC-following-FCC-Certification.html

[wbodger] 21/2/2024 21:38

Isn't Elon Musk's company, Space-X the one launching Orbital's constellation? The article doesn't say that MethaneSAT is a direct competitor. You're right to say OSK haven't built their hyperspectral offering yet but they should have a head start in a niche, and I don't see it as necessarily bad for OSK. (There could even be business for them.) At worst a glancing blow as I read it.

That Wood Mackenzie quote seems to use words similar to OSK's words in earlier press releases about their specialisation, hyperspectral imaging:
... other satellites typically offer very high sensitivity to emissions at fine spatial resolution or wide spatial coverage that allow the entire globe to be observed within a short time period. Thats a reference to OSK, isn't it.

[kooba] 19/2/2024 17:37

OS has no track record of building a business at all and are always late in delivering , also they are out of money just when they should be getting sats 5 and 6 in the constellation up . Google have unlimited finance and sees an opportunity in an area that OS has hardly secured any revenue let alone market leadership in.I like your optimistic take but i find it difficult to think a player of Google's size and commercial reach is anything but unwelcome competition, they can also operate as a lost leader to gain market share...it has been known . Just my opinion.

[catabrit] 16/2/2024 15:08

I view this as incredibly encouraging actually for a couple of reasons. First, competition is welcome as it means the sector has a lot of potential. Second, google do not have the best track record of monetising or growing businesses that are not core. This will be everything to OS and so they will fight tooth and nail for market leadership.