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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
  0.50 2.22% 23.00 23.00 23.90 23.00 23.00 23.00 214,124 16:35:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.5 -55.5 -22.0 - 56

Allied Minds Share Discussion Threads

Showing 7151 to 7175 of 7300 messages
Chat Pages: 292  291  290  289  288  287  286  285  284  283  282  281  Older
DateSubjectAuthorDiscuss
07/1/2021
10:26
Gone back through the RNS, the BridgeComm write-up is really positive, repeated below. Federated and Orbital positive also, Spark small but good. All expected to have up-rounds. But Spin clearly going to be a near write-off, certainly heavy dilution for any not putting the cash in to keep it going. Like the talk of "..Venture capital-like returns", and "..Compelling risk and time adjusted total shareholder returns..". But guessing those compelling returns aren't from the last ALM fundraise (about £3.50/share from memory) nor from the highs of nearly 7 quid. :) "BridgeComm Inc. (BridgeComm) BridgeComm is developing high-speed optical wireless communications to provide fast, secure, enterprise-grade broadband service for space, terrestrial and 5G connectivity. BridgeComm's newest technology is unique and IP protected which enables one-to-many communications via optical wireless offering efficient communication to satellites, planes and land-based networks enabling 5G equivalent performance. The technology promises higher throughput over longer distances with added security than what is available today. The technology also has the ability to solve the "last mile connectivity" challenge for 5G networks. On 15 January 2020, Allied Minds announced the next stage in BridgeComm's relationship with Boeing HorizonX whereby the two companies were collaboratively pioneering the development of BridgeComm's new technology for terrestrial, airborne and space systems. Together, BridgeComm and Boeing are bidding on several US government contracts requiring optical communications as they look to commercialise the development work achieved to date. It is expected that this process will lead to first revenue from the newly developed technology in 2021. On 28 September 2020, Allied Minds announced that BridgeComm partnered with Nokia to jointly develop high-speed optical communications to facilitate faster deployment of 5G networks. The focus of the work with Nokia is to utilise optical communications to solve the "well known last mile connectivity" problem prevalent in the Fixed Wireless industry. BridgeComm will need to seek additional financing to further fund its next stage of development work. Allied Minds currently owns 62.92% of BridgeComm and expects that if the company continues to achieve its planned key milestones, it will be in a position to attract its next financing at an upround (increased valuation). The $4.5 million convertible bridge invested by Boeing HorizonX and Allied Minds will convert into the next round of financing."
spectoacc
04/1/2021
08:01
Looking to sell up and get of the stock market with minimal spending.It is all down to how much value that can realise..
paulisi
04/1/2021
07:46
Reads generally positive to me - $24m of cash, next BridgeComm fund raise will be an up-round, Federated revenue target +500% in 2021 and targeting another up-round. Spin seems the main negative, 9 month delay to chip testing. "The Board currently believes that if the portfolio was liquidated in the near-term, it would likely be at a significant discount to their last funding round valuations and thus to the detriment of shareholders. It believes the best way to fully realise the potential value of the portfolio will be through future exits which require more meaningful progress and investment at each of the companies." Progress slower than I'd have hoped, but only needs one float (likely Federated).
spectoacc
04/1/2021
07:39
Federated failed to attract funding from most of its investors at the last funding round and was propped up by ALM. Now spin needs cash, which will be at a discount to last funding and propped up by ALM. If portfolio sold now, it would be at a significant discount to prior funding rounds. Overheads continue at an excessive level. I was watching this to look for a re-entry, but have now put my running shoes on and will leg it. Good luck.
flyfisher
04/1/2021
07:27
Delisting on the cards
jammytass
04/1/2021
07:25
You know it's not going to be the RNS you want when the first thing they do is mention Hawkeye - again. Generally positive, but "best interests of shareholders" = "best interests of management". Giving themselves a pat on the back for reducing management costs, when those costs were/are so inflated. "2-3 years", if it was full wind-up in that time, I'd take that. But what have they been doing for all those fees? Curious: "The Board recognises the significant cost of being a listed company and remains focused on how such costs could be reduced. " A move to AIM perhaps.
spectoacc
04/1/2021
07:25
"The Board recognises the significant cost of being a listed company and remains focused on how such costs could be reduced".
scepticalinvestor
29/12/2020
15:40
Very fair points you raise. i know it's only a tiny amount of capital by their standards however i feel it is a bit of positive news for the share holders.
patshares1
29/12/2020
10:23
patshares1 - not to talk against my own book here but Temasek are no better or worse than the average investor in the market. They have their fair share of disasters. It could be said they are more random than an investment house; not only is it other people's money but the other people whose money it is don't even have the opportunity to withdraw funds.
hpcg
24/12/2020
15:45
GIC are also a co investor in federated wireless, but they opted out of the last funding round.
flyfisher
24/12/2020
15:31
GIC own 8% of ALM. They are the Singapore investment trust. A government owned company that manages Singapore's sovereign wealth fund.
bobonumber1
24/12/2020
13:06
Temasek. Just in case anybody is unaware Temasek is the investment vehicle of the government of Singapore. you can be assured very thourgh due diligence has been applied before they invested. This might be extremely good news medium to long term.
patshares1
24/12/2020
08:01
SAFE: Simple Agreement for Future Equity. They generally tell you if its an up round. However i view it as positive that the fund raise is led by a larger investor. No position.
flyfisher
24/12/2020
07:51
Personally I only calculate value based on Federated & Spin, so any others that are still going are a plus! :)
spectoacc
24/12/2020
07:34
Good to see very serious investor leading the round and that Allied not committing too much new money ...unfortunately though as soon as they invest $1 it turns into 50c with how the market values their ability!!No indication of whether this is and up or down round or what percentage of the business Allied Minds shareholders own after the raise.So as with a company that doesn't like to keep its shareholders informed it's difficult to know if this is good news or not !!
kooba
24/12/2020
07:17
And another: "Allied Minds plc Orbital Sidekick Series A Financing Allied Minds plc (LSE: ALM, "the Group"), the IP commercialisation company focused on early stage technology businesses, announces that its portfolio company, Orbital Sidekick, Inc., has conditionally secured $16.0 million in a Series A Preferred financing round led by Temasek, an investment company headquartered in Singapore. Round participants also include other new investors and existing investors Allied Minds, committing $2.5 million (including conversion of its SAFE), and 11.2 Capital. Proceeds from this financing will allow Orbital Sidekick to focus on scaling its business and growing its sales pipeline to more rapidly bring its products to market and enable it to launch two additional advanced hyperspectral imaging satellites to support its customers. "
spectoacc
21/12/2020
16:41
They seem useful in the sector but no idea of scale of potential revenue or how the partnership works or when anything rolls out.https://www.tessco.com/commercial/solutions/citizens-broadband-radio-service
kooba
21/12/2020
16:29
That's Tesco :)
concept2d
21/12/2020
16:20
Every little helps !
bobonumber1
21/12/2020
15:26
Never the RNS we want, but will be one day. "21 December 2020 Allied Minds plc Federated Wireless partners with TESSCO Technologies to accelerate CBRS Private Networks Allied Minds plc (LSE: ALM, "the Group"), the IP commercialisation company focused on early stage company development within the technology sector, announces that Federated Wireless ("Federated"), an Allied Minds portfolio company, has partnered with TESSCO Technologies Incorporated, a value-added distributor to the wireless infrastructure construction industry, to accelerate the adoption of Citizen Broadband Radio Service (CBRS) private networks in a number of industries including manufacturing, transportation and energy. Together, the companies will provide a full portfolio of CBRS solutions enabling end users, resellers, integrators, and contractors to expedite the design, installation and deployment of CBRS private wireless networks."
spectoacc
19/12/2020
08:16
Well some good PR would certainly not go amiss. There appears to be lots of game changing technology and heavyweight partnerships, however we really need to see some large contracts landed and revenue outlook. IMO the subs still need to be floated to get proper valuations and some excitement.
bobonumber1
18/12/2020
15:27
Thanks Bob. I am aware of that news. I was meaning news that wakes up the SP!
swinsco
18/12/2020
14:57
Funny thing is there is news. You just have to search. This is all in the last week. Plus you have fed working with DOD, bridgecomm and nasa and recent from news from orbital. https://www.eejournal.com/article/spacing-out-with-spin-memory/https://www.businesswire.com/news/home/20201214005010/en/Thomas-Boone-Ph.D.-Promoted-to-Vice-President-of-Defense-and-Aerospace-at-Spin-Memoryhttps://electronics360.globalspec.com/article/16072/bringing-us-domestic-chip-manufacturing-back-part-1https://electronics360.globalspec.com/article/16092/legislation-key-to-accelerating-us-domestic-chip-manufacturing-part-2
bobonumber1
18/12/2020
14:43
Appear to have buyers at this level. Hopefully a turnaround but the real turnaround will be news of substance.
swinsco
16/12/2020
15:01
Really was salt in the wounds that one !!https://citywire.co.uk/investment-trust-insider/news/us-buyer-chalks-up-152m-gain-on-bargain-woodford-deal/a1424846Since I believe Invesco still under pressure any moves to monetise AM itself or holdings that might facilitate cash distribution I guess they would now support.
kooba
Chat Pages: 292  291  290  289  288  287  286  285  284  283  282  281  Older
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