Allied Minds Share Discussion Threads

[swinsco] 20/10/2020 10:33

Director buying 80,000 shares today.

[bg23] 20/10/2020 09:55

hxxps://www.edisongroup.com/publication/nav-lagging-the-tangible-progress-made/28033

reads quite well

[bobonumber1] 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

[swinsco] 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.

[spectoacc] 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.

[swinsco] 19/10/2020 12:28

Haha.. my I phone preferred Stephen for some reason.

[value hound] 19/10/2020 12:25

"Good old "Steve"

Maybe Simon's less successful sibling? :-)

[spectoacc] 19/10/2020 12:22

Thanks both. 55p is a conservative target for a co whose stated intention is realising the value of holdings.

[value hound] 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."

[spectoacc] 19/10/2020 12:21

Good old "Steve" :)

[swinsco] 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.

[spectoacc] 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.

[bobonumber1] 10/10/2020 10:56

https://www.5gradar.com/news/nokia-turns-to-bridgecomm-to-deliver-100gbps-5g-throughput-via-owc

[costi_1672] 09/10/2020 20:28

https://twitter.com/FedWireless/status/1314632477940490240?s=19

[bobonumber1] 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] 28/9/2020 11:28

The ONC market is expected to worth $27 billion by 2024 rising to 40 by 2030. Bridgecomm must also benefit from the trade war subsidies for American companies.

[red ninja] 28/9/2020 10:42

Nokia has still got plenty of clever people so a tie up with Bridgecom is good news,

[cheshire man] 28/9/2020 08:59

Clickable link


Spin Memory teams with ARM and Applied ... - simmtester.com

[bobonumber1] 28/9/2020 08:51

https://www.simmtester.com/News/IndustryArticle/22453This share is so undervalued now

[swinsco] 28/9/2020 08:13

Kept an eye on Bridgecom and has been a dark horse this year. Lots of progress and now a tie up with Nokia.. excellent news.

[spectoacc] 28/9/2020 08:07

Not sure a deal with Nokia is what it was :) But ascribes value to one I'd largely written off.

[spectoacc] 23/9/2020 10:42

2-3 years away from the money back I'd guess - but would only take one of the two big ones to get disposed of to see a big bounce. Not sure we'll learn much from the next results, is all about trade sale or float of holdings.