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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% 22.10 23.60 25.00 - 317,534 11:32:45
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.5 -55.5 -22.0 - 54

Allied Minds Share Discussion Threads

Showing 7101 to 7123 of 7300 messages
Chat Pages: 292  291  290  289  288  287  286  285  284  283  282  281  Older
DateSubjectAuthorDiscuss
20/10/2020
17:13
It is time for action really. The three or maybe four top subs need to be floated on the nasdaq. There should be a distribution to shareholders of the shares in each of the three companies at a valuation compatible with the current ALM reserves.These 3/4 companies already have competent management and if and when they float they could raise money to finance the next stage of their development. The plan would be to float 3 exciting, well funded, revenue producing technology companies. The share price has actually declined since Amber became the majority shareholder. I hope they do not have another agenda, otherwise they appear to be an inactive activist. The other subs can be sold off and the proceeds given back to shareholders.
bobonumber1
20/10/2020
17:11
Ex leaf director mark lerdal is sidelined to the remuneration committee, bernstein was trying to install him as CEO, with stephen coe as non exec, but didn't get enough support from other large holders. Why? No one seems to have mentioned that in the last federated fund raise, several holders failed to participate. Not a vote of confidence.
flyfisher
20/10/2020
16:33
Agreed. I think Crystal Amber will be doing something about it - Richard Bernstein suggests further action in their last update.
swinsco
20/10/2020
12:37
I believe they failed to adjust their Nav per share following the special dividend ex end January ,12.6p paid Feb or they double counted the Hawkeye360 asset and proceeds either way the shares adjusted for the special dividend but their NAV estimate didn't until now so last few notes have materially mis-represented asset value and share price discount.You would have hoped that ALM having paid for the research might bother fact checking it!
kooba
20/10/2020
11:35
Agree that's bizarre, what are Edison up to? And why only 62.7p now? Presume due to not updating valuations of Federated & Spin on progress made, as well as the previously quiet rump. Exit strategy should be pushed along by CRS's ex-LEAF director, but agree it needs a float or sale of Federated or Spin to get it moving - had hoped for this year, now hoping for 2021.
spectoacc
20/10/2020
11:03
The Edison note does not explain how they said in June and repeated 3 weeks ago,"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."We now get "we estimate a fully diluted NAV per share of 62.7p. The shares trade at a 40% discount to this estimate of NAV."The stock went ex in Jan pay out Feb this year and they failed to adjust NAV estimates meaning their NAV per share estimate has been 20% out...this is paid for research fact checked by the company.It's still a meaningful discount and there are some interesting assets in the portfolio but the current structure is very inefficient as they are effectively just holding passive interests and there seems no clear exit strategy.Even if the assets perform well over years to monetisation a large part of any uplift ( if there is one) will get absorbed by costs.I don't think they have shareholder support and should put the for sale sign up to the highest bidder and try to get an auction going with the huge amounts of private equity money out there.
kooba
20/10/2020
10:33
Director buying 80,000 shares today.
swinsco
20/10/2020
09:55
hxxps://www.edisongroup.com/publication/nav-lagging-the-tangible-progress-made/28033 reads quite well
bg23
19/10/2020
16:30
Ft have also done a positive article on Alm today. I think that is the main reason for the volume
bobonumber1
19/10/2020
14:09
Full text taken from LSE (snaffle)Interim results from Allied Minds (ALM:38.5p), a Boston-based intellectual property (IP) commercialisation company focused on investing in early-stage companies with disruptive technologies, highlight just why I suggested buying the shares, at 38.5p ('Exploit Allied Minds' huge margin of safety', 30 July 2020).The company is a classic Ben Graham recovery play, having fallen out of favour under previous management, but is now in the hands of a new board who are mandated to monetise the portfolio and return cash to shareholders. It has some exciting investments that have attracted the interest of heavyweight technology investors in recent funding rounds, too. However, this is not being priced in as $214m (68p a share) of investments held in six unlisted technology companies, and a further $29.2m (9.3p) of cash (adjusted for post period end follow-on investments), are worth double the current share price.The largest investment is in Federal Wireless, a 42 per cent shareholding with a read-through valuation of $92m (29p) based on the last funding round in April (see below). Founded in 2012, Federated Wireless operates at the cutting edge of shared spectrum Citizens Broadband Radio System (CBRS) technology, which supports the explosive growth of wireless data. The company has already delivered the industry's first 4G/5G private wireless solution, Connectivity-as-a-Service (CaaS), a low-cost subscription, high-performance secure private wireless network delivered from the cloud. 4G/5G secure private networks are a must to connect everything from robots, cameras, signage and machinery to virtual reality applications.Federated Wireless's cloud ecosystem now has more than 40 device manufacturers and computer edge partners, thus opening up access to a plethora of Internet of Things (IoT) and other applications. Earlier this year, the company announced a new CaaS offering that enables US enterprises to buy and deploy private 4G/5G networks with a single click through Amazon Web Services (AWS) and Microsoft Azure marketplaces.In April 2020, Federated Wireless raised $13.7m in additional Series C funding to accelerate the expansion and adoption of its partnerships with Amazon and Microsoft. The proceeds will also enable expansion into the 6 GHz band for 5G services, thus providing a new path to 1,000 MHz of spectrum for private wireless networks.It's easy to see why Federated Wireless has attracted the backing of heavyweight investors including GIC, Singapore's sovereign wealth fund, as it is building a significant recurring revenue base from its scalable cloud enterprise solution. All the signs point to a highly profitable realisation for Allied Minds in due course. It's not the only one, either.
swinsco
19/10/2020
13:08
Lol S. Jobs. @Buffetjnr - agreed, it'll go to that as soon as either Federated or Spin announce they're floating IMO. Been impressed with the drip of news on the others too, that are largely discounted in the valuation.
spectoacc
19/10/2020
12:28
Haha.. my I phone preferred Stephen for some reason.
swinsco
19/10/2020
12:25
"Good old "Steve" Maybe Simon's less successful sibling? :-)
value hound
19/10/2020
12:22
Thanks both. 55p is a conservative target for a co whose stated intention is realising the value of holdings.
spectoacc
19/10/2020
12:21
He concludes with: "Trading on a 50 per cent discount (41 per cent fully diluted) to the read-through valuation of its investments at the last funding rounds, the likelihood of Allied Minds’ new management team realising significant value from the portfolio is materially underpriced in my opinion. I reiterate my 55p target price. Buy."
value hound
19/10/2020
12:21
Good old "Steve" :)
spectoacc
19/10/2020
12:18
Steve Thompson of IC talking up Spin and Fed I believe.
swinsco
19/10/2020
12:02
Something going on.. tip and a hop.
swinsco
15/10/2020
07:32
Another I'd assumed nil value for: "Orbital Sidekick awarded $16M U.S. Air Force STRATFI contract Allied Minds plc (LSE: ALM, "the Group"), the IP commercialisation company focused on early stage company development within the technology sector, announces that Orbital Sidekick, an Allied Minds portfolio company, has been awarded a multi-year contract for up to $16 million by the Department of the Air Force's commercial investment group (AFVentures), in conjunction with the Space and Missile Systems Center and the Air Force Research Laboratory, as part of its Strategic Financing (STRATFI) program. This award will allow Orbital Sidekick to accelerate the deployment of six advanced hyperspectral imaging satellites with edge processing capabilities to provide daily targeted monitoring for the defense and commercial markets." Nothing much in the interims otherwise, no indication of floats/trade sales, but some progress at least.
spectoacc
14/10/2020
16:13
Interims tomorrow, feels like we've just had them but that was the CRS view.
spectoacc
10/10/2020
10:56
https://www.5gradar.com/news/nokia-turns-to-bridgecomm-to-deliver-100gbps-5g-throughput-via-owc
bobonumber1
09/10/2020
20:28
https://twitter.com/FedWireless/status/1314632477940490240?s=19
costi_1672
30/9/2020
00:59
It's Nokia and Ericsson who will be essential in delivering 5g in the USA and anywhere in Europe who are excluding huawei
bobonumber1
Chat Pages: 292  291  290  289  288  287  286  285  284  283  282  281  Older
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