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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% 13.85 10.05 12.65 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 1.5 -16.2 -6.0 - 34

Allied Minds Share Discussion Threads

Showing 6976 to 7000 of 8250 messages
Chat Pages: Latest  282  281  280  279  278  277  276  275  274  273  272  271  Older
DateSubjectAuthorDiscuss
18/6/2020
07:12
Price has bumped on the news
paulisi
18/6/2020
07:08
Another very good RNS - get the impression they're keeping them ticking along on Federated for a reason..

"....Announces that its portfolio company Federated Wireless ("Federated"), a pioneer in Citizen Band Radio Service (CBRS), is partnering with Amazon Web Services (AWS) to enable AWS' new Snowcone edge computing and data transfer device via its Connectivity-as-a-Service (CaaS) solution. "

spectoacc
12/6/2020
11:31
Desperate times...
bobonumber1
12/6/2020
10:48
Someone sold 200k at 29.1p, well under the bid - they should have sold them a week or so ago, would have got 10p more :)

Market falls not necessarily as bad for ALM as the share price suggests - tech still doing relatively well.

Now priced at barely a third of est NAV.

spectoacc
10/6/2020
12:59
There was no indication on them speeding up the monetisation process and talk of years is slightly difficult in narrowing discount to NAV.CRS could always try to instigate a sale process for the business.. I understood over the years the company has received interest and it might be the tidiest exit closer to NAV.I'd take 60p today and move on.
kooba
09/6/2020
15:13
Can imagine CRS nudging them that way with at least one of them. Wonder if the "tail" needs dealing with first - ie no point floating the two big ones, then being left with a very sub-size co stuck with the rest.
spectoacc
09/6/2020
14:45
Tech co's on the nasdaq have crazy valuations. Even pre revenue ones get $ 200+ million valuations. What Alm should do is split up the different subsidiaries and individually float them on the Nasdaq. You get a % of each company upon float according to your Alm holding. The market therefore determines the valuations and you get to choose which subs shares you want to hold onto.
bobonumber1
09/6/2020
11:05
Best chance I see if one of the major customers looks to gain some influence in Federated Wireless taking it in house or a strategic interest giving exit. By far the best asset.Other chance is a private equity firm sticking in a low ball offer in the 50s and unwinds it for profit..far tidier than it used to be.
kooba
09/6/2020
09:40
Thanks for that. "..Seemingly conservative valuations..", with hopefully some upside from the c.90p. Be nice if we got another exit in 2020.
spectoacc
09/6/2020
09:19
Edison research out today..is paid for!But useful for company approved numbers.Allied Minds made significant progress in FY19, focusing on its slimmed down portfolio of seven investee companies, with strategic funding rounds for Federated Wireless (FW) and HawkEye 360, before the sale of HawkEye 360. Recurring central costs have been cut to $6m in FY20, with a headcount of seven. Post the period-end, FW announced partnerships with AWS and Microsoft Azure with initial revenues expected in FY20. Parent cash at 31 December 2019 was $84.1m. The company no longer discloses NAV, but we estimate net cash at 4 June 2020 of $31.9m (adjusted for the 12.6p special dividend, investments and costs) and NAV of 90.9p/share (78.4p/share fully diluted). Based on seemingly conservative valuations, the shares trade at a 56–62% discount to our estimated NAV.
kooba
08/6/2020
12:10
The most important thing in this pandemic is to observe the rules of lockdown. At a guess, 80% of the adult inhabitants of the UK did so pretty punctiliously. This served the country well, I believe.

Not, however, our voluble hero SpectoAcc. He was boasting, on ADVFN of all places, that he refused requests to keep social distancing in his local Leeds Morrisons, called the staff person who asked him a "Stasi" and elbowed his way to the front of the queue.

He is very lucky that the majority of the population avoided this disgusting, unintelligent behaviour

1tcm1
04/6/2020
08:32
Steady and stable...needs some investee newsflow to move on up.
catscats
04/6/2020
08:04
Numis ...our estimate of ALM's NAV (which is also our Target Price) inches up from 71p to 72p/share.
kooba
04/6/2020
07:50
Still "cheap" but needs disposals news to really shift it again. Nothing sounded imminent.
spectoacc
04/6/2020
07:14
reasonable objectives - is a weak lingo

they do not sound very optimistic - only "tables" are on the cash break even path

kaos3
04/6/2020
07:10
Seven companies - three of which have potential...Not particularly optimistic.
paulisi
04/6/2020
06:32
Not read it all, but this line struck me:

"...And delivered substantial value for shareholders."

Really? Have you?

spectoacc
04/6/2020
06:18
Yes - accounts are out.
paulisi
03/6/2020
14:07
Are results going to be tomorrow? Again nada from the board.
bobonumber1
22/5/2020
09:25
We will know the new NAV soon but now looks to be on about 50% discount. i would suggest that is too high as the investee companies are now seeing better newsflow. Hopefully further good news can push this to a more normal 25% discount. i like the fact that the company has cash, exciting tech interests and is US based where valuations for such companies are generally higher.
catscats
22/5/2020
08:41
The dividend was 12.62p.
flyfisher
18/5/2020
16:21
22p I think
bobonumber1
18/5/2020
15:36
Add back the 17p (or was it 19p?) cash return, & ALM not having a bad crisis. As it perhaps shouldn't, when there's cash & tech backing.
spectoacc
17/5/2020
19:39
Spin memory is given credit with its logo included in the presentation.
Great find :-)

walterwhite1
17/5/2020
19:10
This is about 6 months old but in the absence of news from spin looks quite compelling. Would people deduce that Arms Emram deal with Samsung is with spins tech ? http://www.armtechforum.com.cn/attached/article/C-1_ZhaoweiTeng20191126134420.pdf
bobonumber1
Chat Pages: Latest  282  281  280  279  278  277  276  275  274  273  272  271  Older
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