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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
  -0.10 -0.49% 20.40 20.30 20.80 21.00 20.10 21.00 459,213 16:35:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.5 -55.5 -22.0 - 49

Allied Minds Share Discussion Threads

Showing 6801 to 6821 of 7325 messages
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DateSubjectAuthorDiscuss
27/1/2020
11:30
Having another go. This dog has to come alive at some point. It has good assets.
swinsco
27/1/2020
10:56
I said last week 35p lads as some may recall Looking at the chart and recent movement my bet is on 27p being touch in due course
iamgreat1
27/1/2020
10:48
29p today it seems
itsnotmeitsy0u
27/1/2020
10:38
Specto, Flyfisher Have PM'd you Fraz
frazboy
27/1/2020
10:20
aiming to buy back in when / if it hits 29p
itsnotmeitsy0u
27/1/2020
09:51
after div I'm luckily only down 10 odd % but this seems to have a lot more scope to fall...
itsnotmeitsy0u
27/1/2020
09:50
fuk sakes well im out
itsnotmeitsy0u
27/1/2020
08:51
Specto, You seem to place a lot of faith in CRS, yet the great majority of their portfolio has recently been a disaster. Why use their figures ?
flyfisher
27/1/2020
06:56
By all means message it to me, thanks. I've been using CRS's statements, perhaps now more valid with their placee on the Board. I reckon post-divi, CRS paid about current s/p, ie 60p initial purchases (to c.6%), went up to c.17% at much lower prices, take 12.6p off the average. But that's finger-in-air. CRS reckon just the one investment, plus parent co cash, is more than the current mkt cap of ALM. A debate about how much of the cash will go over the time it takes the co to sell everything. Agree on the smaller/minor stuff, can discount it IMO.
spectoacc
26/1/2020
22:25
Specto, You're right on CA - their effective buying price is around 50p when you adjust for the fact they've been holding their shares for around 6 months, and, for the dividend. In trying to value the company I've used the valuations of the last funding rounds, and, allowed a safety margin (they didn't actually get the value implied during the last funding round for Hawkeye). I've only valued the 3 obvious assets and assumed they are sold off over the next 3 years - it could be that there are hidden gems in the other 3, but I don't see why, in a base case scenario, you would give them more than a nominal value? Once you discount the value and take overheads into account then I fail to see how CA will get a 'good' return. Just my opinion. Happy to fire my spreadsheet over to you? Fraz
frazboy
25/1/2020
08:22
Very similar to my views frazboy, but note that the rest are largely irrelevant as they only amount to 3p p/s. ALM is essentially a 3 company portfolio, the issue is what prices they can ultimately achieve and on what timescale. If they achieve values similar to last funding round, we will do ok, if one gets a good premium we will do well. The corporate costs here are staggering for a small portfolio, they need further culling, along with the bloated salaries and bonus structure. CRS were trying to put a trusted man and a non exec in place to do this, but for some reason were not fully supported by other institutions, hence we have a compromise in the management structure.
flyfisher
24/1/2020
20:30
Having looked at this a lot more carefully this afternoon/evening, i would openly question how CRS expect to make a good return? It seems to me that Federated Wireless and Spin Memory could turn out to be good investments and there's a few pence per share in Bridgecomm but the rest...? Lady luck will have to be blowing strongly. So, it's (hopefully) a good investment in the 30s but why CRS paid ~62p I don't know. Time will tell. Have a good weekend all.
frazboy
24/1/2020
16:31
that was directed at Typo, not you...:)
itsnotmeitsy0u
24/1/2020
16:07
maybe, itsnotmeitsyou! it's Mr Market doing what Mr Market does. Some days he's happy, some days he's not. if the company realises just one more asset sale in the next 6 months, then this looks like it'll make a decent return, as folk will see a trend, confidence of future returns will rise, and there will probably beanother 10p+ SD. downside is limited in the short/medium term - there is after all best part of 20p cash per share on the books. best of luck!
frazboy
24/1/2020
15:55
do you have a screw loose?
itsnotmeitsy0u
24/1/2020
15:40
they obviously need shares - bit of a tree shake imo
itsnotmeitsy0u
24/1/2020
15:38
nah I reckon it's mms playing with the bid
itsnotmeitsy0u
24/1/2020
15:34
Something not right with this dog.. I'm out. Good luck with those that can stay with it.
swinsco
24/1/2020
15:13
and another load at c.39p
itsnotmeitsy0u
24/1/2020
12:00
bought more at c 40peasy 10-15% at these lvls
itsnotmeitsy0u
24/1/2020
10:46
lol some idiots trying to short at these lvls..
itsnotmeitsy0u
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