Allied Minds Share Discussion Threads

[essentialinvestor] 04/4/2017 08:43

Woodford was complaining ALM was being targeted by short sellers from memory?,
wonder what he thinks now.

[skinwalker] 04/4/2017 08:41

look forward to that!

[jm2009jm] 04/4/2017 07:21

its due a little "push" between 11am and 12noon today according to philander above

[skinwalker] 03/4/2017 21:40

Nope!
looking like a dead duck, this one...

[pugugly] 03/4/2017 15:55

Tax loss selling ?

[philanderer] 03/4/2017 14:50

Alphaville..


PM
Allied Minds -- try me tomorrow
12:01 pm

PM
As far as i know, all the portfolio companies are solid -- and I assume early shareholders are taking money off the table

PM
But let me find out some more

[alasdair100new] 03/4/2017 13:42

No he wasn't fundamental at all- just need some clarification from the board about what is going on- at the moment seems rudderless as lack on info- so open season for the shorters

[kaliburros3] 03/4/2017 12:56

Bought in at low 300 as felt this oversold. Now getting nervous. Shorts are unchanged, I see no reason this continues to drop. Was Silva really so fundamental?

[philanderer] 31/3/2017 18:40

........life sciences and tech investor Allied Minds plunged 16.9p to 304.7p on a rating downgrade. Jefferies lowered its rating to “underperform” from “buy” as it believes writedowns of assets “seem more likely than sudden uplifts”.

[jm2009jm] 31/3/2017 09:25

the "alphaville 2" did not stop "promoting" it after the tide turned two years ago. Even in december last year they were still winking away. Anyone who questioned the cozy club on alphaville gets silenced


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LiquidKid2 Dec '16 - 15:35 - 716 of 778 1 0
What? PM 'Don't be Short'
Sounds like advice, not impartial commentary
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[philanderer] 31/3/2017 09:13

Downgraded this morning by Jefferies to 'underperform' new target 254p , cut from 584p

[pugugly] 26/3/2017 09:50

Is this another Woodford disaster in the process of continuing to fall and having to be funded through top-ups ?
"Life sciences and technology firm Allied Minds (ALML + is another top stock in the trust, with Woodford pouring another £4 million into the business at the end of last year. "

[philanderer] 23/3/2017 14:08

Alphaville..

11:56 am
PM
See Allied Minds still drifting

Allied Minds PLC (ALM:LSE): Last: 336.30, down 11.2 (-3.22%), High: 345.80, Low: 333.20, Volume: 94.46k

PM
CEO outsted there, of course -- and it's been weak ever since.

PM
I suspect some of the smaller founding shareholders are taking cash off the table
PM
We have no special visibility on this one any more
PM
So no more winks

[skinwalker] 23/3/2017 08:28

What happened to Mr Ball and his absurd projections? Did he really return to Zog I wonder?

[philanderer] 16/3/2017 19:38

Vidacos adding a few.

[bobonumber1] 14/3/2017 09:16

Whilst it could be worrying with Silvas departure, we don't know the reason behind it. Maybe his wife is ill. At the end of the day we are waiting for 6 eggs to hatch. His comments also do not sound very acrimonious "It has been a privilege to lead Allied Minds since its creation in 2006. During this period it has grown to become a global leader in IP commercialisation, focusing on technologies with the potential to disrupt large and growing markets. I am proud of the Company's accomplishments and grateful for the support of our shareholders and the talented people who work here. I believe now is the right time in the Company's development for new leadership. In the near term I look forward to spending more time with my family. Long term I will continue to be an Allied Minds shareholder."

[philanderer] 14/3/2017 00:05

MARKET REPORT: Investors in science firm Allied Minds get jittery after chief exec Chris Silva walks away

Read more:

[philanderer] 13/3/2017 13:27

Alphaville this morning

So, Allied Minds
PM
Chris Silva suddenly departed from the CEO seat
11:32 am
PM
Non-exec stepped in as "interim"
PM
No one knows what's happened here
PM
No one outside the board and Neil Woodford
11:33 am
Allied Minds PLC (ALM:LSE): Last: 391.70, down 1.7 (-0.43%), High: 394.50, Low: 380.50, Volume: 47.91k
PM
Now, you might have expected to the price to fall sharply on this news
PM
Ive mentioned in the past that one of the big attractions of Allied Minds was it's military access in the US
Otter Now Nicola Stegor speaks
11:34 am
PM
That larger came through Silva, who is ex special forces
PM
Why he's gone -- I don't know
PM
But it certainly looks forced
11:34 am
PM
If you are looking for a 'wink' here -- I'm not going to give it
PM
Old rule: if you are worried about a stock you should sell it and stop worrying.
You can call me Al capitalism alive and well in Chisinau last week: scores of people selling second hand stuff - toys, biros,clothing (Anything)in the street. Shocking to see on margin of EU.
PM
However, since neither the company or its advisers have been able to offer any clarity this morning...
11:35 am
PM
We should give them something else to talk about
PM
Such as the on/off merger talks that Allied Minds has been having with IP Group for circa 12 months
PM
I am not saying Buy
11:36 am
PM
Ive no idea whether those talks will come to anything
PM
As i say, they've been under way for a very long time, according to usually spot on sources
PM
Why's SIlva gone? Dunno.
11:37 am
PM
Is this bad news? Potentially, yes very bad news -- since Silva is the guy who put the company on the end of the US defence R&D pipeline.
PM
So make your own mind up on this one

[philanderer] 13/3/2017 10:35

A few buyers coming in now.

[liquidkid] 13/3/2017 10:23

This has to be the BIGGEST RED FLAG YET

Look at the smoking gun who the hell is Jill Smith? Funny sounding name like John Doe - could be a CIA implant. Billion pound unicorn CEO's are a dime a dozen in US.

Also since ALM is alphaviles pet investment project, are they going to chip in for PM's mate Chris Silvas leaving do today?

[philanderer] 13/3/2017 09:37

That interim appointment doesn`t seem to have gone down too well.

[bobonumber1] 06/3/2017 17:59

Institutions topping up

[sabor1] 03/3/2017 18:00

Why is the volume so high now, have noticed shorts are beginning to close their positions.