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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
  -0.60 -2.65% 22.00 22.00 22.70 22.50 22.00 22.50 101,313 11:36:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.5 -55.5 -22.0 - 53

Allied Minds Share Discussion Threads

Showing 7401 to 7424 of 7550 messages
Chat Pages: 302  301  300  299  298  297  296  295  294  293  292  291  Older
DateSubjectAuthorDiscuss
13/8/2021
07:08
Federated have retweeted now..Notice Allied Minds haven't managed a tweet about the company or retweet of portfolio news since the old king died !:)Thats what $5m overheads gets you.And yes i do see using social media to communicate necessary for a company that is predominately invested in communications technology!
kooba
12/8/2021
14:54
Looks like they announced it rather than federated. The other $billion cap company.
bobonumber1
12/8/2021
09:12
https://www.prnewswire.com/news-releases/anterix-federated-wireless-collaborate-to-offer-integrated-900-mhz--cbrs-services-for-utility-broadband-networks-301352937.html
kooba
12/8/2021
09:09
Looked at St Peter Port..what a mess likely mismanaged for years ..there is far more external validation of valuations here but a fire sale would not be easy i grant you.SPPC were obviously significantly overvaluing holdings..since the holdings appear to be unfocused mix of intl assets in resources the valuations are often very flakey and the price paid is the only price available in their disposal process.Point noted though.
kooba
12/8/2021
09:01
Well thats p*ssed on my chips ! :) Think its a far more tidy business now..they were carrying holdings at the wrong price because it suited certain shareholders co invested for a while. It is now much cleaner in terms of scale and even overheads to remove..it is far more likely to attract attention now imho.There are some very big boys in 5G CBRS private networks space and owning a 1/3 interest in Federated could be very useful position but there may be better value taking Allied Minds as a whole as you are dealing with shareholders not the board who may not want to play ?
kooba
12/8/2021
07:58
True, but something that has failed to happen all this time, can't see it now. If you want to see what happens when a small listed PE sells up, take a look at SPPC - NAV walked right down, took offers for portfolio, shareholders to get back 3.38p vs 14.98p NAV. Be careful what you wish for ;) Realisation of Federated would transform ALM - without it, it limps on losing $5m pa in costs, & unable to further support investee co's.
spectoacc
12/8/2021
07:08
The alternative of course is that the whole shooting match is sold to VC buyer. Unlikely current board will move this forward but it might be out of their hands..some strategic stakes around could put this in play..remove the overhead and take the narrowed down portfolio all apparently at inflection point.What would shareholders take to walk away? 30p-40p ?I think there is much more to go for if executed properly but a bird in the hand now?
kooba
12/8/2021
06:59
Agree with your posts above @kooba - and as per usual, it all comes down to if/when Federated floats/gets sold. No different than the past 3 years, but the fear is, perhaps no different to the next 3.
spectoacc
11/8/2021
22:29
I can see the share price increasing in volatility in the coming months. A lot of conflicting views on Allied Minds future.
aqc888
11/8/2021
20:59
Don't get me wrong I genuinely believe that these offer potentially great value if all goes well ..Numis saying that they see a multiple of not share price but the asset value (46p) is a big shout ..say the "multiple" is 2...they are talking a 4-5 bagger from here on a let's say 18 months timetable ..that's if one takes the boards view of two years realistic monetisation period from 6 months ago ...hell I'd take that any day of the week and did increase holding on the open this morning,,,however I feel the board are very reactive and not proactive in everything they do , so concerned that this could drag and drag. The other concern with not effecting exits well is that the company gets badly diluted in a fundraise they cannot support at great loss to shareholders. For the time being though I believe under great shareholder pressure they have released this update.. just hoping the board do not forget the strategy is to monetise not sit in their hands and hope what's left of a once large portfolio delivers and they don't get carried out on a highly dilutive raise..all their investments will be looking for more money soon enough and the company's ability to hold its corner is depleting all the time.For now though if Numis is right they look like a very decent punt I guess.
kooba
11/8/2021
20:25
The chart says it all
buywell3
11/8/2021
19:39
Let’s just take stock - tonight we sit on a stock with a 14+% one day rise - I know it’s a rare rare treat as an ALM holder but for one night I am going to pretend all is ok - tomorrow I don’t doubt reality will set in again - but I will raise a glass to “one day Rodney - one day !!”
believer2
11/8/2021
19:38
Let’s just take stock - tonight we sit on a stock with a 14+% one day rise - I know it’s a rare rare treat as an ALM holder but for one night I am going to pretend all is ok - tomorrow I don’t doubt reality will set in again - but I will raise a glass to “one day Rodney - one day !!”
believer2
11/8/2021
18:58
Whilst the update was somewhat reassuring it didn't at any point give any indication on how or when the stated strategy in the report and accounts will be achieved..not one mention of monetisation anywhere and another six months goes by..hoping there is something to report in sept or this just appears to be a kicking the wind up can down the road in perpetuity exercise whilst giving them a hobby.Problem is market cap $74m ($17m cash) and overheads are still over $5m per annum .. they are only sitting on 5 holdings ..no new investments...just watching a portfolio it seems whilst any gains likely get lost in the cost base. Need to have a definitive time to liquidation...needs some real focus as current structure does not work for shareholders...as the price tells you clearly.StrategyAllied Minds' strategy is focused on supporting its existing portfolio companies and maximising monetisation opportunities for portfolio company interests. The Board aims to monetise the Group's ownership positions at the appropriate time, recognising the value and benefit in achieving well-timed risk-adjusted returns for the benefit of shareholders.In general, we will hold our position in a portfolio company for as long as we believe the risk and time-adjusted value of that position is maximised by our continued ownership and effort. From time to time, we engage in discussions with other companies interested in our portfolio companies (or our interest in those companies), either in response to enquiries or as part of a process we initiate. To the extent we believe that a portfolio company's further growth and development can best be supported by a different ownership structure or if we otherwise believe it is in our shareholders' best interests, we may seek to sell some or all of our position in the portfolio company. These sales may take the form of privately negotiated sales of stock or assets, mergers and acquisitions, public offerings of the portfolio company's securities and, in the case of publicly traded portfolio companies, sales of their securities in the open market.The value of Allied Minds is dependent upon the value of our existing portfolio companies and our ability to translate that value into cash as effectively and efficiently as possible and to deliver that cash, net of our obligations and operating cash needs, to our shareholders.Upon the event of successful monetisation events from the sale of portfolio companies or portfolio company interests, Allied Minds anticipates distributing the net proceeds to its shareholders, after due consideration of potential follow-on investment opportunities within the existing portfolio and working capital requirements.
kooba
11/8/2021
15:20
Not sure the like for like from year end figures,"Net cash and cash equivalents at 31 December 2020: $24.5 million (FY19: $90.6 million), of which $22.3 million is held within Allied Minds (FY19: $84.1 million)."I believe the drop in cash includes $2.5m investment in Orbital Sidekick post year end.They have made share repurchases but mostly after the 30 June.If its $24.5m down to $17.8 then some questions.If $22.3m down to $17.8m then still demonstrating a burn of $5m per annum which was forecast...still high relative to portfolio value.
kooba
11/8/2021
15:13
As at 30 June 2021 Allied Minds had $17.8m of cash.
kooba
11/8/2021
12:09
Whilst investors are fed up with the management, the value of Allied Minds will eventually be realised. I expect this to probably take longer than most are willing to wait, hence the extraordinary low share price
aqc888
11/8/2021
12:06
Even if you assume Spin Memory is dead the remaining portfolio companies and net cash of US$22.3m (6.7p a share) still have a combined value of £104m (42.5p a share).
aqc888
11/8/2021
12:04
Allied Minds has a 43.1 per cent holding in Federated Wireless, which has a read-through valuation of $92.7m (28p) based on the last funding round and is on track to achieve its revenue targets. Just the federated stake is worth more than Allied Minds valuation forgetting about the other holdings.
aqc888
11/8/2021
11:46
Allied Minds has such a huge margin of safety on such a huge discount to NAV I don’t view it as risky. I have a small exposure and I’m confident it’s one of those shares which you tuck away and forget about until eventually some of its value is realised. I really think the only way is up here, might take a year or more for the value to be realised...
aqc888
11/8/2021
11:25
Paulisi, can you quantify “significantly”? I don’t have a feel for this. Thank you
buffettjnr
11/8/2021
10:54
The NAV of Federated is significantly more than the value of allied minds stock valuation, but the two questions that need to be asked are:When will shareholders see this value materialise?How much of the money will be invested into the other projects which are much longer timewise in generating revenue and value.It is a very risky investment to buy allied mind shares at present.
paulisi
11/8/2021
08:40
Where to begin with Numis. Federated, the only one that really matters - is trading in line: "The Board of Allied Minds is very encouraged with the progress being made at Federated Wireless. It met its first half revenue expectation and is on track to meet its full year plan." All the others read well, but so did Spin, for update after update. There's clearly value in ALM but when do they realise it, when do shareholders see anything back, what bumps happen along the way. Either they get Federated away soon, or everything continues as it has the last bunch of years, with the only winners being management. Good luck holders. Nothing in that update makes me want to buy back in yet.
spectoacc
11/8/2021
07:58
Numis comment...well the shop are keen!"ALM's Board and portfolio companies continue to deliver accumulating evidence that ALM is worth significantly more than our estimate of its NAV (46p), let alone its current share price (19.5p).""We continue to believe that ALM is worth a multiple of our estimate of its NAV per share, which itself is 2.4x the company's last closing share price. We will review our estimate of ALM's fair value when the company details its 1H FY21results in mid-September 2021."
kooba
Chat Pages: 302  301  300  299  298  297  296  295  294  293  292  291  Older
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