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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
  -1.00 -4.0% 24.00 24.10 25.00 26.00 24.10 26.00 1,577,416 16:35:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.5 -55.5 -22.0 - 58

Allied Minds Share Discussion Threads

Showing 7251 to 7274 of 7275 messages
Chat Pages: 291  290  289  288  287  286  285  284  283  282  281  280  Older
DateSubjectAuthorDiscuss
16/4/2021
20:39
Lerdal is on Spin. Rein on fed and Falling on bridge and orbital. All are NED's
bobonumber1
16/4/2021
14:18
They are all non execs I understood..Rein is retired from the venture partnership he was in.Be interesting to know the division of responsibility. It shows Rein on board of Federated Wireless along with I believe AM legal council...but Federated Wireless website and anything you look up about the ex ceo Joe Pignato still shows him as Chair of Federated Wireless in his capacity as ceo of AM. Either things aren't getting sorted properly or things aren't being updated.He also shows him on the board of other invested company's still I believe. But not sure if any current board member is on Orbital or Bridgecomm ..can't see from their respective sites.
kooba
16/4/2021
14:02
Non-exec, presumably thanks to Invesco's policy of not voting on things that are manifestly in the interests of their investors.
spectoacc
16/4/2021
13:59
He has been rather silent....
buffettjnr
16/4/2021
13:31
What about Mark?? I guy that has an excellent track record in securing value for shareholders out of listed Uk blow ups that have US assets..check Leaf Clean Energy out.
kooba
16/4/2021
10:24
It won’t take 2 years. I have faith in Harry and Bruce.
buffettjnr
16/4/2021
10:12
I take a contrarian view , when all the indicators are pointing to sell, thats when i start to get interested. Go against the herd, then welcome them when they rush to buy in!!! Ive a 2 year view here, and im in profit already
escapetohome
16/4/2021
09:53
Share rising when Stockopedia (SO)which rates this a sucker stock have dropped the Stock rating from a lowly 19 to a barely rated 3. Spectoacc's contribution today has added to my concerns re SO's ratings largely as I was over influenced by Simons analysis and didm't research this very well. I have decided this is well outside my current risk profile so I've baled. There are other personal reasons for the decision.
ugandalad
16/4/2021
07:38
Thank you Specto , amazed that CA have invested here , thought they were smart cookies , I followed them into DLAR which has returned over 400% in less then a year , will look into this bunch to see what may be the attraction for CA.
jotoha2
15/4/2021
14:14
Tax losses must be an angle - surely. But fact remains - ALM has regularly looked an absolute bargain, and every single time has proven to be a value trap. There's a wonderful note from 2015, when ALM was £5/share, saying what a pile of dog poo it was. I bet even they didn't see 25p coming. Good luck to holders, it undeniably looks cheap. But if anything went awry at Federated.... Edit - found it, for anyone interested. Don't need to read far: hTTps://www.kerrisdalecap.com/wp-content/uploads/2015/09/Allied-Minds-Report.pdf
spectoacc
15/4/2021
13:50
Well if they could realise current Nav in the short term I'd take it too ! Doubtful.If i was CRS and had sat through the value destruction and money being thrown into the likes of Precision Biopsy ,Sci Fluor and now Spin only a months later to see these businesses hitting the wall i would be chippy !I think they have just about run out of companies that can blow up ...for now.A further effort to reduce costs..as previous poster cites the listing cost..would go down well, otherwise 8% of market cap is going out every year..thats a rather high management cost for what are now pretty passive investments.Wonder if this whole shooting match is now looking a tempting bite for PE to take out..would all the hundreds on Ms of tax losses be useful?
kooba
15/4/2021
13:50
It was a classic value trap 2 or 3 years ago, if it does come good shareholders will deserve it. Be interested to know how much cash Spin soaked up. Edit - c.$150m over a decade and a half. Anyone recall what price ALM raised cash from shareholders at, £3-something I believe?
spectoacc
15/4/2021
13:45
It’s an easy 50% upside even on a fire sale. I can’t find too many of these lying around in these markets
buffettjnr
15/4/2021
13:35
The biggest near term issue I see is that CRS are under pressure and may push for a quick realisation of the assets.
bobonumber1
15/4/2021
13:32
Difference is the three top subs are now revenue producing rather than just a concept.
bobonumber1
15/4/2021
13:32
Agree it's cheap (as it was 2 or 3 years ago too) & hopefully downside is limited. Something has to give on ALM eventually, but it'll do so without me. FW - not sure I'd want Google as a competitor! Really ought to be a tasty size for someone.
spectoacc
15/4/2021
13:30
It's all down to hitting those numbers. Fed have a high margin on revenue. If they hit $100m + in 3rd year then that's a billion $ company. They said in the presentation the only competitor is google. Plus a huge reoccurring revenue increase from new computer and smartphone adoption. Currently only 2 phones are cbrs capable. Same numbers apply for orbital. Current mcap of 60mill with a huge upside. Lots of ifs and buts however I do not see a downside from this level.
bobonumber1
15/4/2021
13:24
Can't help but read the posts above and recall having thought exactly the same 2 or more years ago, particularly when CRS got involved. Upshort - loads spent on costs, loads spaffed on the likes of Spin, no nearer to any returns. Yes - hopefully in next 12-18 months (or 2 years, or...) there'll finally be the realisations, and shareholders will be well-deserving of their returns. Cash position doesn't seem great to me, seeing how many fundraisings there could be, and how high costs are. And wouldn't want FW to slip up.
spectoacc
15/4/2021
13:18
Where is the downside here? If the board acts with speed, they could dispose and return the cash. I still don’t quite understand why the listing costs are so high. $5m annually seems insane.
buffettjnr
15/4/2021
12:59
Interesting ive taken a small nibble today as a result of your reports. Thx.
escapetohome
15/4/2021
12:45
Numis the shop have a note out estimating NAV at 46p.They also point to FW talking revs $17M 2021 $40m 2022Finally feels like the NAV might have hit bottom ?Should be looking for at least current NAV on monetisation events over net 2 years. Hopefully more. Just hope these and the other portfolio updates are both realistic and deliverable.We have 3 good businesses in growth areas at inflection point in revenue traction. Think everything else is now written down and there might even be some modest positives eventually.Biggest plus for me was bobonumbers report that there are no delisting thoughts...was a concern.One for the bottom draw i guess.
kooba
15/4/2021
07:50
21 mill for 2021 was my understanding
bobonumber1
15/4/2021
07:45
Thanks bobonumber1 ..federated i understood were talking $17m annual revenues.. is that current year or forward?These revenue projections should be available to all holders...little financials in the slide shows that i can see.The Spin comment not covered in website content..but obviously that has been written off in sponsored research ..if there is anything recovered then positive.
kooba
15/4/2021
07:44
Of other holders onboard to initiate this. If In 12-18 months time with 2 subs having high double digit million growing revenues this should be relatively big and something the board should actively engage with.
bobonumber1
Chat Pages: 291  290  289  288  287  286  285  284  283  282  281  280  Older
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