Allied Minds Share Discussion Threads

[philanderer] 05/5/2017 12:34

Alphaville :-)


We should mention Allied Minds briefly, cos they have a bit of satellite news out this morning
PM

This BridgeSat thing has got extra funding

PM
Which is perhaps interesting in that Allied Minds has to get alternative sources of fresh funding now for its underlying ventures

PM
Cos Invesco is clearly not funding them going forward


PM
And Woodford is probably too stressed now on the matter to do much more

PM
For what it's worth, some of the people round the founders reckon the new CEO at the company really doesnt mind about the ever-shrinking share price

Allied Minds PLC (ALM:LSE): Last: 145.30, down 3.1 (-2.09%), High: 147.70, Low: 144.00, Volume: 170.97k

12:00 pm

PM
She hasn't had her options set yet...

[essentialinvestor] 27/4/2017 17:16

Does this have a read across to NAV values on WPCT?.

Woodford has been right on so much over the years, and this
sector he should know like the back of his hand.

When he appeared to throw a tantrum early last year about a GSK split
(and favoured a four way split) I began to question some
of his views.

If as an example GSK had acquiesced with ViiV, and spun off 30-35%, the potential loss of revenue over the next decade would be enormous.

Maybe he will be right on ALM eventually, interesting to see how this develops.

[hpcg] 27/4/2017 13:36

I truly took my eye off the ball here after the rise at the beginning of the year, gutted to have missed out on the profit opportunity.

[philanderer] 27/4/2017 13:31

Numis 'hold' tp 165p

[blueball] 27/4/2017 07:47

Down to 140p then..sadly.

[bookbroker] 26/4/2017 18:12

An incredibly detailed analysis, basically infers that this is a ponzu scheme with little or no chance of creating any value for shareholders!

[philanderer] 26/4/2017 18:11

Results tomorrow.

[pugugly] 26/4/2017 17:22

Well worth reading if you have an evening or so spare


A really excellent piece of work - OK it may be wrong and Devonshire have a built in interest of depressing the price as acknowledged short - but for an exposition of PIPCO's, the difficulties they face and what appears to have gone wrong at Allied Minds - It is (imo) required reading - Also possibly fora read across for some of the other investee companies in the Patient Capital Fund.

[liquidkid] 24/4/2017 09:37

I generally agree with Woodrot on this as "short time noise"
Especially as the penny is yet to drop on (STI) Spin Tork Idiocy & (FW) Fukinhated Wireloose - the other two worthless companies for the bag holders.

[r ball] 22/4/2017 11:27

This one has to start to prove itself now.

[philanderer] 21/4/2017 09:57

Jefferies HOLD tp 195p reiterates

[skinwalker] 21/4/2017 09:47

Neil Woodford has lost his mojo.

[philanderer] 20/4/2017 17:06

And another million

[philanderer] 18/4/2017 21:10

Invesco dumping another couple of million.

Still holding plenty.

[mj19] 17/4/2017 09:52

Does it make money

[bookbroker] 07/4/2017 19:49

This co. is bust, until one of the cos. monetises itself it will continue to haemorrhage cash, it's fooled! Sell once and stay out!

[pugugly] 07/4/2017 19:45

What chances that Invesco will continue to liqidate? High (imo)

Remember the first loss is often the samllest loss - Memo to Self - Remember this and do not hope for recovery - It is often like the pot of gold at the end of the rainbow - mythical !!

[philanderer] 07/4/2017 19:17

Invesco dumping a couple of mill , still holding almost 25%

[philanderer] 06/4/2017 21:35

Jefferies 'hold' and 195p target (from Alphaville this morning)

[essentialinvestor] 06/4/2017 20:03

His record counts for a hell of a lot, however his reputation was made
on value/GARP investments, in profitable and highly cash generative companies.


GSK reaffirmed a view again today that pharma is on the
cusp of a new era of drug discovery and treatment options.

This may be what Woodford sees, however benefiting is a different matter and established global pharma looks the lower risk strategy to me, just IMV.

[riskvsreward] 06/4/2017 19:52

Does woodford's opinion count more than anyone else's. Judging by the performance of so many of his holdings in wpct I think not. I bet he thought ALM was good value when it was over 500p, cir. good value when it was over 300p, ver good value when it wsa over 50 p, dddd good value when it was Over £10, not mentioning the infamous Northwest Biotherapeutics. Otherwise one cannot expalin why he has got them all in his top ten holding at one stage if he was not convinced but we all know what has turned out of his conviction, all of them more than halved in value over a two year space.

[philanderer] 06/4/2017 19:26

Vidacos above 8%

[essentialinvestor] 06/4/2017 10:35

On what basis?.

[asturius101] 06/4/2017 10:32

Bought in at 1.69 - completely oversold now