Share Name Share Symbol Market Type Share ISIN Share Description
Allied Minds 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
  -1.00p -1.56% 63.10p 60.00p 63.00p 64.60p 58.70p 63.90p 419,728 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 5.0 -111.0 -32.0 - 151.12

Allied Minds Share Discussion Threads

Showing 5751 to 5775 of 5775 messages
Chat Pages: 231  230  229  228  227  226  225  224  223  222  221  220  Older
DateSubjectAuthorDiscuss
27/9/2018
15:04
Thanks Jon. Surely fair value here is 20-25p no???
ltcm1
27/9/2018
14:49
@ ltcm - they've changed the presentation of the balance sheet a bit since the 2017 annual report, but basically, if a portfolio company (subsidiary) goes bust, it will be written down to zero in the assets entry, and also in the non-controlling interests entry! In other words, the net assets attributable to ALM could actually rise! [Don't get too excited here.]
jonwig
27/9/2018
14:41
@ bobo - don't be silly. Please go to the ALM interim results announcement and look at the Condensed Consolidated Statement of Financial Position, where it reads Total Equity = $23,369,000. The number of shares in issue at 30/06 was 240,314,745 which works out at about 7p/sh. Now I can explain where the issues lie but the BoD in its narrative does its best to obfuscate. Do you accept that ALM enjoys net assets per share of under 10p, or do you not? If the latter, go to the company, not to me!
jonwig
27/9/2018
13:23
Ltcm1 & Jonwig are both Woodford perma trolls. Along with a few others you troll all Woodford stocks and Wpct boards baying for blood and spreading fud. I really don't know what your angle is as your not holders or short. Just a bunch of thirsty mugs
bobonumber1
27/9/2018
12:37
There was an alarming passage about taking on a number of large earners at the top. I have to be honest and say I can't really understand the accounts myself. Perhaps they are deliberately laid out so as to obfuscate??? Jon are you saying the original developers have such big positions in the subsiduaries that ALM has been effectively hugely diluted??? Is ALM an operation burning a large amount of cash, with almost no assets, yet has a lot of 'hope' value still??? The balance sheet is showing huge liabilities to the subsiduaries against this cash balance, net assets are now very low. Won't these net assets rapidly run out without profits coming in??? Confused here!!!
ltcm1
27/9/2018
11:35
@ catscats - the 'directors' valuation' isn't the NAV, it's the gross value of the portfolio assets, in the BoD's opinion. The NAV is the equity as shown on the group's balance sheet: $23.4m, or £18m - ie. 7p/sh. The main reason for the rather surprising result is the non-contolling interests - the original developers of the subsidiaries own preferred shares. Added to that, the seemingly adequate cash balance is reserved for funding commitments to portfolio companies. It's all very weird to me, and ABLS looks a dodo.
jonwig
27/9/2018
10:45
Reassuring
robertball
27/9/2018
10:37
No. It's what it does
robertball
27/9/2018
09:34
Cash and cash equivalents at end of the period 132,155 169,371 Should we be concerned about the drop here???
ltcm1
27/9/2018
09:18
nothing special in the results - trading at roughly a 30% discount to NAV (Director's valuation). With plenty happening with their investee companies over next 6 months I can't see much downside...and maybe decent upside. Tempted to buy more
catscats
24/9/2018
20:17
Of course.
robertball
21/9/2018
09:45
Are Ailing Minds ever going to publish their yearly results???
ltcm1
18/9/2018
09:39
Another " Woodford Winner " he never mentions anymore, ALM probably down to pennies in a year or two and then taken private, cash burn high, little value, little interest, what an awful investment. I see Purple Bricks now sub 2.50, the whole Woodford ship looks like its going down, he sure knows how to pick em, loading up on fully vlaued house builders (dross) just before the housing market in the UK tanks...brilliant.
porsche1945
14/9/2018
17:41
I agree. It has very poor financials. No real revenue and big cash burn. There was no volume behind recent RNS. With any uptrend you invariably see the long term moving averages 100 or 200 day moving average flatten out or look for all moving averages to move together.
mrfixituk
12/9/2018
15:35
The chart seems to be screaming 'rights issue' though!
ltcm1
12/9/2018
10:10
I personally think that in a few years time we will look back and wished we'd loaded up at 80p.
jpuff
10/9/2018
14:36
I think if the news was that good the share price would be showing something by now...
ltcm1
10/9/2018
12:36
Usually not. These latest 3 announcements plus news on spin completely changes the horizon so an earlier nav would be inaccurate
bobonumber1
10/9/2018
12:19
How many times is it good when a company postpones their results???
ltcm1
10/9/2018
11:18
I'll take 1% of that
bobonumber1
10/9/2018
11:17
Bloomberg article says up to 260 billion!
bobonumber1
10/9/2018
11:15
https://www.bloomberg.com/news/articles/2018-03-29/google-led-plan-to-upend-wireless-industry-gains-momentum
bobonumber1
10/9/2018
10:29
announcement looks very positive - but no numbers given. will wait for an update from the parent or more info before getting too excited- would like to see updated NAV...
catscats
10/9/2018
08:27
https://www.investegate.co.uk/allied-minds--alm-/rns/federated-wireless-update/201809100700072363A/
bobonumber1
17/8/2018
12:55
Reason results delayed so that Woodmusk can compose his 'Funding secured' tweets
liquidkid
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