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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% 21.15 20.10 22.00 - 0.00 08:02:03
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.5 -55.5 -22.0 - 51

Allied Minds Share Discussion Threads

Showing 5776 to 5795 of 7625 messages
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DateSubjectAuthorDiscuss
20/11/2018
16:07
The most recent news on ALM is about a week old (Warning, the photo here may be upsetting to some) - Https://www.pro*activeinvestors.co.uk/companies/news/209094/jefferies-has-reason-to-believe-in-allied-minds-as-spin-memory-completes-us52mln-series-b-funding-round-209094.html NB: remove the asterisk if using, as our hosts don't like that site. Nor do I, much. A better link: Https://www.extremetech.com/computing/280477-spin-memory-arm-applied-materials-ink-joint-mram-agreement
jonwig
20/11/2018
15:55
Yes it's falling. It has done this before note April.
freddie ferret
20/11/2018
13:17
Trouble is the smell still lingers.
ltcm1
20/11/2018
09:08
Looks like somebody has!
coppers
15/11/2018
13:00
getting there faster than i thought....Woodfords massive holdings in builders being destroyed today, wonder how long before they cant cope with redemptions and the sxxt hits, from hero to zero in three short years.
porsche1945
14/11/2018
14:43
directors were bailing out of this in the spring at about a quid, tells you all you need to know, Crest N directors did the same at same time before shares went from 5.50 to 3....playtech boss did same before that tanked, big director sells when biz is wobbly a great warning sign....my prediction on these is about 12-18 pence by March, Woodford has no money left, quite the opposite, to try and hold these up....dump em now while you can still get something back.
porsche1945
14/11/2018
09:07
No it is interesting Rob. What is the case for buying more specifically???
ltcm1
13/11/2018
21:12
Binary bet. Target price £100 if STT or Fed Wireless or Whiteward Encrytiln take off. Just saying.
robertball
13/11/2018
16:52
This may have found a temporary floor imho. Time will tell.
freddie ferret
13/11/2018
11:07
@alas'. Negative? Im making very good money shorting loads of these and I follwed Kerrisdale on both this rubbish and Prothena and cleaned up. Maybe you would be better off being realistic rather than labelling things either negative or positive, the ftse is a poor index full of rubbish, the UK is a basket case thanks to brexit and it is dragging down the indexes, AM has gone from 6.50 to .60p.....its utter cxxp and will be down to pennies shortly, get real and you might stop losing money and start making it.
porsche1945
12/11/2018
16:56
Actually volume is a bit higher than usual - it's never had good liquidity.Great news today as well securing a partner. If they can commercialise in 2019 as they plan then this will take off big time:You seem to be a new member Porsche- all your posts on the boards you participate on are very very negative. Seems like you have an agenda....
alasdair100new
12/11/2018
14:52
liquidity in these becomming non existant,could soon get very difficult to move, with article in Times over weekend about redemptions piling up at Woodford could be some serious issues for punters that hang on, spose thats what happens when you cxxp.
porsche1945
09/11/2018
12:52
AUTL $38.89* 7.69 ??
kooba
29/10/2018
18:48
@ dodgy - OK, from your para 1, I've misread the OAV. But your para 2 does rather support JakNife's remark.
jonwig
29/10/2018
18:38
From the statement Ownership Adjusted Value represents Allied Minds' interest in the equity value of each portfolio company. This group Ownership Adjusted Value is a sum-of-the-parts ("SOTP") valuation of all the portfolio companies in which the Group interest in. Whilst the Board considers the methodologies and assumptions adopted in these valuations to be supportable, reasonable and robust, because of the inherent uncertainty of valuation, those estimated values may differ significantly from the values that would have been used had a ready market for the investment existed and the differences could be significant. The group Ownership Adjusted Value was estimated at $350.1 million as at 27 September 2018, compared to $395.6 million as last reported.
dodgyknees
29/10/2018
18:01
@ dodgy - the 'ownership adjusted value' is the notional value of the portfolio companies to *all* their owners, not just to ALM which sometimes has a minority interest. The key numbers are on the balance sheet: Equity attributable to owners of the Company ... $ 63,942,000 Non-controlling interests ...................... $(40,573,000) Total equity ................................... $ 23,369,000 So there are two points here. First, the OAV is the total for all owners and second - as JakNife says - the OAV is a magicked up number, an 'alternative performance measure'. (The company admits this: 'a numeric measure of the Group's financial position that is not a GAAP measure'.)
jonwig
29/10/2018
16:51
@ dodgy - thanks, will look at it and get back to you.
jonwig
29/10/2018
14:02
I am not sure that your figure of 7p per share fully reflects the situation Jonwig. The figures that you have use include investments at cost less impairment. Deeper in the accounts is an ownership adjusted value which calculates the net worth at "fair value". This is $350m, which is $1.47 per share or £1.14.
dodgyknees
24/10/2018
09:05
@ ltcm - when he first invested, the notional assets and prospects would have been considerably higher, and the owners' gearing pretty negligible. He certainly made a further investment in 2016 when the share price was 300-500. I think he also has some direct interest in the underlying assets. You can see the early progress of the share price: 367p at 31 December 2014, an increase of 93.2% over the initial public offering price of 190p at 25 June 2014; welcomed to the FTSE 250 in December 2014 [Reults to 31/12/14.] Also, the 2014 results show net assets of $1.15 per share, so the premium was always there. The market's appraisal of the assets and their performance in the intervening period is a different matter. Turkeys don't hatch overnight. I guess his position is so large that he's stuck. It's pretty common on these boards for investors to see a return to past glories as worth backing, and anyone suggesting otherwise as being conspiratorial. EDIT: yes, your "???!!!" was probably ironic but I thought I'd check a bit of history.
jonwig
24/10/2018
08:38
So are you suggesting Neil Woodford didn't study the accounts properly???!!!
ltcm1
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