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ALM Allied Minds Plc

13.85
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
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 0.00% 13.85 10.05 12.65 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Allied Minds Share Discussion Threads

Showing 5226 to 5246 of 8475 messages
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DateSubjectAuthorDiscuss
28/10/2015
16:29
Ehem.
28% Woodford Investment Mgmt clients. If they get to 30% do they have to bid or are they capped? Excuse ignorance.

freddie ferret
28/10/2015
12:02
Just look at the daily volume and our main man Woody must have been buying ALL the shares on the offer over the last two weeks to end up with his million more shares.
He's putting the market makers out of a job.

The average daily volume is around 100,000 shares
4 million shares to go.

liquidkid
26/10/2015
12:04
The Quintessential report was 'poorly researched and inaccurate'

read through to

Kerrisdale report described as ‘strangely shallow’
so much so as lead to 'increased confidence'

Be prepared for my next installment looking at ScareFluor
where I will inject some realism directly into your eye

liquidkid
22/10/2015
19:47
stick it in your pension
r ball
16/10/2015
13:13
ALM Allied Minds

Neil Woodfords Fund.....

The biggest detractor over the month was the position in Allied Minds. The stock’s sharp underperformance was due in large part to an opportunistic attack from a short-seller using a piece of self-generated research, which the FT described as ‘strangely shallow’. Although this has been unsettling for market sentiment in recent days, we see nothing fundamental to concern us. Indeed, our confidence has increased in both the long-term potential of its existing portfolio of maturing technology businesses and in the management team’s ability to identify new value-creating opportunities from its relationships with the best research institutions in the US.

hxxps://woodfordfunds.com/insight/september-2015/

ALM Allied Minds

Went long on ALM last week, and its gradually risen. Neil Woodford (top fund manager) seems to be a big fan so if its good enough for him itl do me.

market sniper1
15/10/2015
17:55
this share should be in an Isa.
r ball
15/10/2015
12:04
Liquid - on doing a modicum of research i see that woodford's income fund has a yield of 3.4% (FTSE all share yield is 3.5%), with a 'market leading' mngt fee of 0.75%, and he has outperformed just about everyone else in the past year. The fund now has £7bln of assets and has been going just over a year....applause rather than red card is due IMHO

to give you some credit, you are right about FBAR and the tax facing US investors when they sell overseas assets...so i guess US retail investors will miss out on R Ball's £50 target....i will be happy with £10

catscats
15/10/2015
10:55
ok liquid i sold my 100 shares as i think you know better then woodford :)
if you ever start your own fund pls do let us know so we can all invest in it
if this share does go up anymore i will come looking for you:)))

moosley
15/10/2015
09:07
When is a UK Equity Income Fund not a UK Equity Income Fund? When it is a Woodford UK Equity Income Fund.

Equity Income Funds holds stocks with a GOOD HISTORY OF PAYING DIVIDENDS.
When a personal client asks their IFA for Income. The IFA doesn't go and rush out and buy a truckload of scratch and wins. Stopping this is what the FCA's primary existence is for.

Woodford is not playing by the code and should be Red Carded.

Who reads fund webstes anyway? It's not for retail. Goto jupiteram.com or henderson.com to see if you are worthy to view. Besides they a soooo boring. I couldn't even get through the September blog without having to flick over to Cat videos and Syrian tanks with GoPros

Point 6.
Ever heard of FuBAR?

For a US person every investment incurs a foreign bank and financial accounts report (FuBAR) so a client must have the requisite information to put on the FuBAR.

The US has a policy which started in 1988 which says that if you invest in anything outside the US that is not regulated by the US, then when you come to sell it, the gain you receive will be taxed at the top tax rate of 35% plus interest charges for the whole period. Unit trusts, offshore bonds, mutual funds, offshore funds and hedge funds all fall outside that regime. US citizens can’t invest in them or they will fall foul of their country’s tax regime.

Thanks for your response catscats but is that all you could come up with?

liquidkid
14/10/2015
17:31
£45.70 to go.
r ball
14/10/2015
16:06
Liquidkid - your list is annoying and misguided. Have you actually read Woodford's fund rationale. It clearly states on the home page of his website that the Income fund can and does invest in some higher risk long term companies. And, guess what, the fund has performed rather well.

BTW there is nothing to stop a US person investing in ALM, or any other listed UK stock....(point 6)

If a retail investor doesn't understand the jargon used in ALM's RNSs then he should do some homework - it is all there on the web - or stick to Tesco....or funds..

catscats
14/10/2015
12:02
I read Woodford's blog piece on ALM. So weak!

"When a finger points to the moon, the imbecile looks at the finger" kind of nonsense. He really is taking retail for a ride!

And the only external source he invokes is...of all people...Paul Murphy, talk about an independent mind! Paul Murphy terminally destroyed his impartiality credentials when he wrote
"Paul Murphy, The FT./alphaville
PM This is potentially huge
PM Buy ALM, put it in a draw and forget about it. It will probably turbo charge your pension"

chevalierdaven
14/10/2015
11:18
tightly traded.
r ball
14/10/2015
10:08
Your right it was 5%. Anybody that is close to the company is not selling and Woodford is increasing his stake.
mishkam
13/10/2015
11:40
It was 20 million shares at 365p. 10% of the company.
Woodford has increased by only 5% (went from 23% to 27%)
Has failed to mention it in the blog or is that what they call "our confidence has increased."
So who gets the other 5% or is it magic
look at the volume it's pathetic.
This is not a squeeze - this is a gift that keeps on giving.
By and by, Where did you pull the $500mn out from? Did you just make that up today? Well done.

liquidkid
13/10/2015
11:09
thanks jakedog, i feel happy to follow Woodford's views on the company rather than some of the naysayers on this blog. I expect he has better information about what is going on than any of us. As this stock is difficult to value, confidence in the story becomes paramount....so good to see Woodford buying more. I expect the shareprice will now consoidate until we get some (more) good news from the incubatees and the shorters will get properly squeezed.
catscats
13/10/2015
10:15
From Woodfords Sept blog, published today.....

''the biggest detractor over the month was the position in Allied Minds. The stock’s sharp underperformance was due in large part to an opportunistic attack from a short-seller using a piece of self-generated research, which the FT described as ‘strangely shallow’. Although this has been unsettling for market sentiment in recent days, we see nothing fundamental to concern us. Indeed, our confidence has increased in both the long-term potential of its existing portfolio of maturing technology businesses and in the management team’s ability to identify new value-creating opportunities from its relationships with the best research institutions in the US.''

jakedog2
13/10/2015
09:49
I thought that Federated Wireless is looking to dynamically allocate spectrum, believe that have more spectrum available than is already in use in the US. BridgeSate is focused on the commercial environment. I also think that BridgeSat has a very good chance of being successful as they are working with NASA and Aerospace. I presume that BridgeSat first customers will be the US government, given the involvement of government agencies, and they will charge per GB. Given that the cubes are being launched do not expect it to take to long before the first contract will be signed. This is a win for everyone as the development costs are low, it will reduce the cost of data transmissions and due to the amount of data will generate large amounts of cash.
If either of these are successful you can see them generating $500m of revenue a year. Can you imagine what that would do to the share price.

mishkam
13/10/2015
09:01
If we can put aside random observations about daily and future price changes and predictions and focus on the key issues. Of which there are many.

One key issue is about "going-into-space"

Looks like Federated Wireloose (FW) and BodgeSat (BS) are competing against each other - for funding, and also business models.
May have to take one out. No, that's not calling in a drone strike after positive iD, I mean take one out the back and shoot the lame dogs.

Talk about multiple shots at goal.

SpaceX has also said it plans to build a system of 4,000 satellites in low Earth orbit for global net connectivity. But Musk isn't the only one with an internet-in-space scheme. Richard Branson-backed OneWeb has a similar idea, as does Luxembourg's Intelsat. SpaceX has filed with the FCC to experimentally use the same exact spectrum OneWeb wants. This is a space race that involves as many lawyers as rocket scientists

LightSquared back after bankruptcy in 2012
The FCC initially doled out government benefits to LightSquared in 2010, when a trio of agency bureau chiefs illegally granted LightSquared a nationwide cellular license in a spectrum band (1.5/1.6 GHz L Band) allocated for satellite communications. LightSquared wanted to convert the satellite frequencies into far more valuable cellular spectrum, “much as a developer would use a change in zoning to make land more valuable,” but its plan backfired when the military and a host of other government agencies and companies proved that LightSquared’s proposed network would interfere with the Global Positioning System (GPS) and aircraft radar. the spectrum is government spectrum and its occupants seem not to have sufficient incentive to negotiate.

The FCC took in a record $44.9 billion in bids for it s AWS-3 wireless spectrum auction in Jan 15.Double what was earned back in 2008 during the 700MHz auction. AWS-3 cover spectrum in the 1700MHz and 2100MHz blocks, but they do not overlap with the AWS-1 spectrum that carriers already use.

liquidkid
10/10/2015
15:13
Rumour has it Woodward is in the market buying, could be some fun . . .


hxxp://betaville123.blogspot.co.uk/2015/10/woodford-said-to-be-increasing-his.html


"And good market sources tell me Invesco has just offloaded a 5pc stake. The buyers of the stock are said to be long-term institutional investors Woodford Investment Management (founded by former Invesco star fund manager Neil Woodford), Aviva and Oppenheimer.

Prior to today's stake building, Woodford owned 23pc of Allied Minds and it's likely, I'm told, he may continue to increase his stake.

So what does this mean for the short sellers of the stock?

Well, I'm not sure but given core management and long-term institutional shareholders now own most of Allied Minds's shares how will short sellers be able to buy back stock to cover their short positions?"

alchemy30
09/10/2015
19:34
All it needs now is a bit of good news from spin transfer and all the shorts will be soiling their knickers. If it goes up to £5 or £6 soon in the next month there maybe a good call to short but until then I have to hold
alasdair100new
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