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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 7201 to 7222 of 7300 messages
Chat Pages: 292  291  290  289  288  287  286  285  284  283  282  281  Older
DateSubjectAuthorDiscuss
31/3/2021
06:56
@walterwhite1 - as it touched its Covid nadir low from 2020 of 23p yesterday, I'd suggest your last sentence is very true. [Edit - low was actually 20p, but your point stands]. CRS have ballsed this one up, tho hardly their fault they got no support from the likes of the lamentable Invesco. Yes, maybe FW comes through, and there's still value knocking around in ALM, but can't argue that the c.$5m a year being dribbled out is a big problem. Less of a problem if they'd sold the lot a year ago, or now, or even in the next 12 months. Someone remind me what price the highest fundraising was at - £3.50-ish? But hey, let's trumpet that 12p cash return again. Incubators - the last refuge of the scoundrel.
spectoacc
30/3/2021
20:47
Good to read some honest debate regarding the shambles which is the BOD. They've used ALM to line their pockets whilst not giving a single thought to shareholders. I wasn't expecting anything other than waffle in the 2020 results. So todays 8% drop didn't surprise me. I'd agree that the cash position is starting to look a little worrying. But I've long maintained that FED is the golden egg here. The potential for recurring revenues is excellent. My b/e is 36p. I feel lucky as I assume others are under much deeper water?
walterwhite1
30/3/2021
18:58
Maybe federated would struggle to achieve a premium to the valuation of $215m even into a SPAC ! The fact FW haven't achieved anything like revenue projections and are still loss making though might boost the SPAC value! Overall if you take it that Spin and Spark are gonners but that Bridgecomm and orbital could have upside in the next funding round it is still very difficult to come up with a nav projection with a 4 in front.The cash position is getting very worrying..they can keep the doors open for a few years sure but can they hold their corner in funding rounds protecting what remains of value ....and if they cant , they will get shafted.This needs to be resolved it cannot continue like this until there is nothing left burning $5m a year holding a few passive investments.Market cap $76m cash $20m portfolio valued by market at $56m and costing $5m to manage that passively.Add to that this tech investment company has had $100ms of losers and one small monetised winner (a chunk of that profit paid to management) and the NAV here is still going down and down against markets that have hit new highs does make you wonder how the management see this as sustainable and reasonable. I doubt Crystal Amber will let this continue ..they appear to have no shareholder support.
kooba
30/3/2021
18:15
Specto or maybe now you can go by Spacto. I am with you if the spac achieves many multiples but if they don't then that eats into shareholder equity. For spin it's a good idea. A 2 year cash runway could give them opportunity to prove their tech. Let's see what the future holds
bobonumber1
30/3/2021
15:15
@bobo - SPAC market in the US is just nuts. There's things listing at multiples of the valuation (from last funding round) of less than 12 months ago. No-profit co's a speciality. Cazoo at $7bn? Nuts. Arrival at $13bn? Beyond nuts. (You may not have heard of Arrival, but it's now the largest listing of a UK co in history). And those are just some UK co's - Federated, with some decent US blue-chip customers, ought to go down even better over there. SPAC'ing also far faster than IPO. They could have it away in weeks, and money back to us shareholders in little more than a month. I don't understand why they haven't done it already - and I'd do same with Spin, raising perhaps next to nothing for ALM but raising cash for Spin and keeping a now listed shareholding to dispose of later. Just can't see a downside. Yet it doesn't appear to be happening.
spectoacc
30/3/2021
15:08
Specto. Can you tell me why you think better to spac than ipo?
bobonumber1
30/3/2021
12:12
I fear I agree. Trumpeting the 12p divi from early 2020 AGAIN is ridiculous. CEO gone in that time at least - why did ALM need such a big board? - and there does seem to have been genuine progress in most of the holdings. But most of them are small, and the SPAC bubble we're in now is a golden opportunity to reverse FW and return shareholders a big wad of cash. As you say @kooba, perhaps then try to flog the rest to PE. Disappointed with the cash burn - which shouldn't have been an issue because you'd think we'd have been all done by now. There's value in ALM IMO, but rarely much progress.
spectoacc
30/3/2021
09:48
It's difficult to get any excitement from this share or it's statements, just full of the same platitudes and misguided confidence with no sight of any value inflection points coming up. Meanwhile NAV is still falling ( waiting for Spin write off) The company does not really have the money to fully support its few remaining investments and has no chance of raising any without large dilution. The structure still is not cost efficient in holding the few remaining passive investments. Should try and sell the whole shooting match to PE if they can.A SPAC on federated would maybe create short term value uplift but would still leave structure with a few small holdings and likely locked in listed holding it would mean however that FW would get funding without undue dilution to Allied Minds so might protect their position to an extent.The board really need to think outside the box to deliver for shareholders and it's difficult to have confidence that will be the case.
kooba
30/3/2021
07:31
Invesco reduced a few, reported yesterday, but still hold c.21%. Hard to believe ALM this morning are still trumpeting the 12p special divi from over a year ago! And "A number.." may be true, but much of the value is in only one. Why not SPAC it? "A number of our portfolio companies made significant progress during the year. We believe in the future prospects of our portfolio companies, and are focused on achieving well-timed, risk-adjusted returns for our shareholders. "The Board remain of the view that the group as a whole remains well positioned to maximise value and deliver additional returns to shareholders."
spectoacc
11/3/2021
14:37
Clearing volume today
tole
11/3/2021
12:32
Come on Cisco decent price and you can have a chunk of a key strategic asset in the space!Private wirelessDavidson also said that Cisco is pursuing private wireless.For example, Cisco was part of the collaboration to deliver a private 5G network for the Department of Defense.RELATED: Federated Wireless kicks off 5G testbed for DoDFederated Wireless was the prime contractor for the CBRS-enabled private 5G wireless network, with partners AWS, Cisco, JMA, Vectrus, Perspecta Labs and Capstone Partners.In addition to the DoD project, Cisco is helping various enterprises around the world to build their own private wireless networks.https://www.fiercewireless.com/private-wireless/cisco-gets-5g-action-including-5g-private-wireless
kooba
11/3/2021
12:25
Disappointing one of the smaller holdings as it seems to have a way forward.https://oilmanmagazine.com/article/a-venture-backed-startups-plan-to-bring-an-end-to-routine-aerial-pipeline-patrol/
kooba
05/3/2021
09:15
Still time to SPAC or float Federated in a bubble market, but it's getting tight.
spectoacc
03/3/2021
14:26
https://www.satellitetoday.com/imagery-and-sensing/2021/02/08/orbital-sidekick-finalizes-constellation-plans/
bobonumber1
25/2/2021
06:56
Can't say the chart looks healthy - surely not a retest of the 20p low? Thought the market had popped the day before yesterday, but the bubble is still going - still time to SPAC Federated, would make all the difference & more.
spectoacc
24/2/2021
19:33
yes I noted the same. Heavy buying today following on the Bridge com news. Interesting that the share price was held in a narrow range. I'm holding for 40-50p personally
walterwhite1
24/2/2021
16:54
Volume picking up with a few sizeable trades today
tole
19/2/2021
21:08
hxxps://www.valuewalk.com/2015/09/allied-minds-plc-kerrisdale/?amp=1 Well... kerrisdale predicted the Spin memory Outcome in 2015 already! Hopefully they are Not right at Fedwireless.
snappler
09/2/2021
09:46
Something has to happen soonish - need to make Pignato's ousting count.
spectoacc
09/2/2021
09:42
That’s a bit harsh. But the reason that ALM hasn’t delivered anything despite being such an obvious candidate makes me concerned
buffettjnr
09/2/2021
09:29
Def - market is nuts, now's the time to do it. If not now, then when?
spectoacc
09/2/2021
09:22
Good idea. Or spac the lot.
bobonumber1
Chat Pages: 292  291  290  289  288  287  286  285  284  283  282  281  Older
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