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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% 20.50 20.00 20.90 - 2,028 08:00:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.5 -55.5 -22.0 - 50

Allied Minds Share Discussion Threads

Showing 6601 to 6624 of 7375 messages
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DateSubjectAuthorDiscuss
05/11/2019
15:50
22p divi for starers
colin12345678
05/11/2019
15:19
If you are researched here you will know exactly what's coming...
babbler
05/11/2019
15:05
Trade no 2
vivgav
31/10/2019
07:08
The AT are someone hitting a bot, ie a larger order split up electronically.
spectoacc
30/10/2019
17:42
Lots of trades of similar size..anyone know why or what that would be..seems strange.
dodger777
30/10/2019
15:58
Helluva lot busier, but not seen any huge trades, all smaller stuff.
spectoacc
30/10/2019
10:41
something appears to be stirring
ragnarr
30/10/2019
08:26
Still trading very little for something with an overhang of 20% of the co. Perhaps PJT waiting until after the small capital return. They've got a few months I guess, no formal winding-up until mid Jan at earliest.
spectoacc
25/10/2019
08:30
They've sold some PFG too. However - is ALM in their remit to sell, or is it with PJT Partners? Does it count as an illiquid? I'd have thought possibly, based on average daily volume. ST at the weekend talked about "offers to buy the WEIF illiquid holdings in bulk" for a vague "£200m-£400m", but no idea what that included. The actual market in ALM seems fairly tight, doesn't feel like WEIF's stake is being pitched. (Re the 21%/19% - assume the difference is held in WPCT, tho didn't see it in last Annual Report. IFF would be an odd place for it, but possible).
spectoacc
24/10/2019
13:25
I see link have sold down some bur to get below 5% ...so that proves they can sell prior to the January date as some suggested. Be nice to get an rns with them having sold some of Alm ;)
dodger777
22/10/2019
13:35
Read the circular.
babbler
22/10/2019
13:35
https://mobile.twitter.com/BabblerBestBets/status/1186595047120216064
babbler
22/10/2019
13:35
I'd like to see your logic and valuation. The sale gets rid of all losses and leaves extra as special divihttps://mobile.twitter.com/BabblerBestBets/status/1186600293368250369
babbler
22/10/2019
12:48
This cxxp worth about the same as wpct...maybe a speccy .15p....IP about the same, loony valuations in utter rubbish.
porsche1945
19/10/2019
07:28
They want to be done selling ASAP by Jan 2020 not that they can't sell before Jan 2020
babbler
18/10/2019
07:44
https://www.theguardian.com/business/2019/oct/15/neil-woodford-equity-income-fund-wound-up The Equity Income fund’s administrators, Link Fund Solutions (LFS), said the decision to shut down the Woodford Equity Income Fund was in the best interest of investors. They will start receiving payouts ???after the wind-up begins in January 2020???
alamaison5
17/10/2019
23:12
I’m not convinced that’s actually correct... The letter from link fund to holders states... we have with immediate effect appointed BlackRock Advisors (UK) Limited (“BlackRock221;) as transition manager to prepare Portfolio A for the winding up of the Fund. During the period until winding up of the Fund commences, BlackRock will seek to sell the assets in Portfolio A and use the proceeds to purchase money market funds and FTSE 100 index instruments. This process will enable us to return part of investors’ cash as soon as possible once the Fund begins the winding up process Reading that would suggest they can start to sell anytime before the ‘winding up of the fund commences’ which is January 17th according to the letter...
dodger777
17/10/2019
20:13
They can't offload before Jan 2020
alamaison5
17/10/2019
18:33
Just thinking out loud here.... There’s still that first rns...saying 19% transferred to Link Previously Woodford held 21% ...so I’m thinking the 19 transferred there’s still the missing 2% ish which could be what this second rns refers too. That 19 is still there so I guess Link will decide on how to use it’s vote if they haven’t off loaded before then....
dodger777
17/10/2019
17:52
Yep and AMGO as from the Aug 29. Another Amigo investors is embattled fund manager Neil Woodford, although he now holds a stake of just 0.8pc after recently selling...
alamaison5
17/10/2019
17:24
so, according to the above, it looks like woodford only holds a balance of 1.81% of the company as at yesterdays date:- ''Following WIM's transfer of voting control interest over a significant number of Ordinary Shares announced on 15 October 2019, it is understood that the non-binding letter of intent from WIM continues in respect of an aggregate of 4,372,128 Ordinary Shares, representing approximately 1.81% of the Ordinary Shares in issue (as at 16 October 2019, being the latest practicable date prior to the date of this announcement''
bg23
17/10/2019
17:19
Cool! https://www.investegate.co.uk/allied-minds--alm-/rns/publication-of-circular/201910171706442988Q/
alamaison5
17/10/2019
16:39
Who has registered as Link?Thanks in advance...
sbb1x
17/10/2019
15:04
Chrystal Amber Asset update 16th Oct - last paragraph important bit.Allied MindsOn 6 August 2019, HawkEye 360, one of Allied Minds' top-four portfolio companies, announced it had raised US$70 million at a valuation more than double its September 2018 round. The Fund believes that this fundraising added at least 8p to Allied Minds' net asset value per share, after accruing for the Phantom Plan.On 24 September 2019, Allied Minds announced the sale of its stake in HawkEye 360 for US$65.6m, which represents the first successful exit in the 13 years since the company commenced investing. Disappointingly, the sale reduced net asset value per share by about 3p, as it was discounted by more than 13% from the valuation of the fundraising agreed one month earlier. Furthermore, despite having ceased all new company investment activity, Allied Minds' management proposes to return only half of the proceeds to shareholders. Astonishingly, the sale will trigger a cash payout of almost US$5m out of the remaining proceeds to current and former executives of Allied Minds under the Phantom Plan, despite its shareholders having suffered a drop of around 90% in the share price over the four years since it first invested in HawkEye 360.On 4 September 2019, Federated Wireless, another of the top-four portfolio companies, announced it had raised US$51 million at a valuation more than 20% higher than its September 2017 round, adding around 3.5p to Allied Minds' net asset value per share. Federated Wireless received regulatory approval for its Initial Commercial Deployment on 16 September, allowing it to launch its Citizens Broadband Radio Service (CBRS) offering and begin to generate meaningful revenues.Notwithstanding the recent news regarding HawkEye 360 and Federated Wireless, the Fund notes that the share price of Allied Minds continues to trade at a very material discount to its estimated net asset value. Following the closure of Precision Biopsy (a company that received at least $26m of funding from Allied Minds) and the disposal of HawkEye 360, the portfolio will consist of only seven investments, one of which has already been written to zero. This makes it all the more difficult to comprehend the increase in the company's guidance for ongoing HQ cash operating costs (which excludes other costs such as severance, share-based payments and Phantom Plan payouts) from US$5-6m as announced on 26 April 2019, to US$7.5m as stated on 26 September 2019.Over the quarter, Allied Minds' share price fell by 27.9%. The Fund believes that the scale of the share price discount has still not been addressed by the board of Allied Minds and therefore intends to take appropriate action.
ragnarr
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