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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
  0.00 0.0% 13.85 10.05 12.65 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 1.5 -16.2 -6.0 - 34

Allied Minds Share Discussion Threads

Showing 8301 to 8325 of 8325 messages
Chat Pages: 333  332  331  330  329  328  327  326  325  324  323  322  Older
DateSubjectAuthorDiscuss
03/2/2023
06:39
Think OSK has refreshed the website since i last looked ..https://www.orbitalsidekick.com/
kooba
02/2/2023
17:51
Great info as ever tks bobo.

It does seem pretty clear that the reduced holding of 16.3% pre-empted the latest funding announcement (albeit a couple of percent lower than we should have expected).

If the NRO contract lands and OSK get the 6 satellites up by the end of the year hopefully no further dilution will be required.

Still plenty of if's but we should be fairly bullish about OSK. 10p?
I have Bridge @ 0p & Ocuterra @ 3p, but FED @ 50p+.

Anyway, all 4 still in play - everything crossed Bridgecomm do their bit.

damers
02/2/2023
14:58
Thanks bobo..Just a bit disappointing that we have so few investments left and so few valuation changes that when there is one we end up scrabbling around trying to work out if its good or bad with no input from the company. I thought they were going to be able to be more open as a private company but it appears we are on our own !
kooba
02/2/2023
14:03
I'm not sure. My take on the investor call was they had a loan of $5m and $9.3m from raise. Whether that was already done or in the pipeline who knows. They are cash hungry with I understand 60 employees and the raise I suspect is just a bridge till the first, maybe 2nd ghost launches. If they prove to be successful then the company is massively de-risked and they can come back again I'm sure at a much higher valuation. They also should know the outcome of an NRO contract worth $100m pa in March. This is the most comprehensive update on the Co I have found :https://www.eoportal.org/satellite-missions/ghost#sensorcomplement
bobonumber1
02/2/2023
11:09
So when was this actually done? The $10m ..it sounds like the round has only just closed ..i couldn't make the investor call due to prior appointment but anything material on the few remaining holdings should have been set out on the website..there should be a record if material information is disseminated on a call surely.Anyway if your number is right on a $10m fundraise then it looks like our resulting holding is certainly worth less than its in the books at.If one takes our 30% equity dilution in exchange for $10m of new money in then it looks like a $32m pre $42m post new money that would mean our holding worth $6.8m ($10.9m) Some clarity would be good as again there could be warrants on the new money resulting in our diluted interest as happened with federated..they made that sound like an up round when it wasn't at all.
kooba
02/2/2023
10:47
That was from the investor call. Not sure how they came to that figure or what valuation it was attributed to.
bobonumber1
02/2/2023
10:18
Not sure where you get that from but I'm sure you do !Couldn't see anything on website ..has there been a communication from AM?So we had 23.84% fully diluted last round valued (at $ 46m) -$10.96mWe now have 16.21% ( fully diluted?) a 32% dilution.Whereas the $10m relative to $46m is only 21%If it had been done on the same terms as in the book value (ie raising further $10m at pre new $46m) we should have about 18.8% assuming we put no money in so appears a down round. Negative for dilution and holding value.Could be worse as we cannot hold our corner but this would have had to have been announced when listed..i got the impression they would be able to be more open with shareholders once delisted..im sure if there is ever any good news they will !!
kooba
02/2/2023
09:34
Fully diluted is now 16.21%
bobonumber1
01/2/2023
15:29
They have got some new investors so that might be encouraging...including the CIA which is nice!
kooba
01/2/2023
15:22
Good spot..This i believe was the last position here.So knowing the pre or post money valuation would be a help.I'm sure ALM will let us know at some point.Since its not mentioning an up round i would presume its flat or more likely down which would be another disappointment on progressing a valuation and dilution. Will have to wait and see i guess.Date of Last Funding Round: April 2021 -- Post-Money Valuation: $46 million -- Co-Investors: Temasek, Energy Innovation Capital and 11.2 Capital -- Allied Minds' Issued and Outstanding Ownership in respect of preference shares: 26.29% -- Allied Minds' Fully-Diluted Ownership: 23.84%
kooba
01/2/2023
15:07
hxxps://techcrunch.com/2023/01/31/orbital-sidekick-raises-10m-to-bring-hyperspectral-imaging-to-oil-and-gas-pipeline-monitoring/

The question being how much have we been diluted by? ALM did have 24.1% stake in OSK.

My guess is that we are now down to 18 / 19%?

damers
27/1/2023
16:46
Yeah, Fed is going from strength to strength. Obviously they have a good story and they’re trying to ride that hockey stick as much as they can but I do believe it’s not just hype but real, tangible progress. If the US market keeps rallying, then you never know - we might get an IPO exit in a couple of years. The monopoly position they have in ESC sensors is a massive barrier to entry and if I could roll my equity into an IPO stake, I’d probably do it subject to valuation. The other bets I have just written off and assumed they’re zeros as they’re so binary. Let’s see. I wonder if they will let us use asset match. My PCF stake got written-up by 10x based on the auction offer price.
catabrit
26/1/2023
06:41
Thanks for that..i love the business there but do worry that without being able to hold our corner in future rounds we will get stuffed...happened before and is the risk in private equity if you can't play others trample you.The business needs money now pretty much so we should find out soon enough. Hopefully up round but if new investors coming in valuation and dilution might not please. Rose tinteds off.
kooba
25/1/2023
17:39
hxxps://blogs.nvidia.com/blog/2023/01/25/orbital-sidekick/
damers
25/1/2023
12:25
There does seem to be some real traction now as the private network ecosystem develops ...there are some big players about and federated seem to be an important piece of the puzzle...could well see offers for federated this year ..will they reflect the longer term value who knows but if they see a decent premium to last fundraise the holding could be worth 40p plus on its own . Rose tinted's on !
kooba
25/1/2023
10:34
Big year for fed !
bobonumber1
25/1/2023
06:22
On a brighter note more traction at FWhttps://www.businesswire.com/news/home/20230123005612/en/Airspan-Networks-Selects-Federated-Wireless-Automated-Frequency-Coordination-Service-For-Its-Wi-Fi-6E-Offering
kooba
25/1/2023
06:22
Think they are strictly a passive investor there..Harry asked to go on the board but never was invited. Not surprising really ALM didn't support the fundraise and i thought lucky not to get diluted more than they did at the time since they had written it off.
kooba
24/1/2023
09:12
There was no real mention of Occuterra in the investor call. Apart from Bruce's eye patch. I presume we get diluted to oblivion at the next funding unless there is a buy out.
bobonumber1
24/1/2023
09:08
BC had $4.4m in cash in DEC Orbital $8.7Fed $37mApril is make or break for both BC and Orb. ORB will get funding on successful deployment of the first ghost pair and similarly BC on successful demonstration over 1km
bobonumber1
22/1/2023
08:05
Hiring means they still have some money ! So good news ..they regularly posted mostly industry news on twitter but nothing last two months,,maybe better things to do ! Same with orbital ..maybe its an Elon thang !
kooba
22/1/2023
07:46
Morning Kooba.

They did post on Linkedin 5 day's ago advertising for an 'Optical Design Engineer'.....

damers
22/1/2023
07:02
Yep they had been looking for staff on their twitter account for a while but now total silence. I understood limited finance was put in place pending a large contract that should have landed by now. The silence though on twitter and elsewhere is rather concerning as to where that contract is.
kooba
22/1/2023
06:28
Not sure if you spotted this from Business wire back in September.........

https://www.yahoo.com/now/bridgecomm-expands-innovative-engineering-team-160900710.html

Damers.

damers
21/1/2023
12:46
Thanks for posting had all gone a bit quiet so encouraging..BridgeComm very quiet
kooba
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