Allied Minds Share Discussion Threads

[kooba] 17/2/2022 18:34

https://eijournal.com/news/business-2/orbital-sidekick-characterizes-aurora-secures-key-partnership-to-enhance-usg-support

[kooba] 16/2/2022 12:42

"Finalized sale and kicked off a revolutionary private network deployment with a colossal American multi-national digital media company, in partnership with a leading global cloud service provider."Well this all sounds interesting.No one wants to talk about revenue though..not surprising with company's last effort!

[bobonumber1] 16/2/2022 09:40

An interview with feds chief commercial officer :https://www.crn.com/channel-chiefs/cc2022-details.htm?c=434A take out from 2021 achievements :• Expanding strategic relationships with leading global hyperscale cloud and infrastructure providers including AWS and HPE Aruba, establishing market dominance in private wireless network deployments leveraging ubiquitous, high quality connectivity of shared spectrum (CBRS) and WiFi 6E • Finalized sale and kicked off a revolutionary private network deployment with a colossal American multi-national digital media company, in partnership with a leading global cloud service provider. • Launched first of its kind secondary marketplace for shared spectrum connectivity to support our partners in monetizing unused spectrum and PAL licenses (driving ROI for the multi-billion dollar investment by MSO/MNOs as part of 2019 CBRS PAL auction).

[kooba] 09/2/2022 19:51

Not sure if I set up a business 10 years ago winning best start up on a local level would really make me think I was knocking the ball out the park...Strikes me our portfolio wins more awards than contracts ..one might prefer things the other way round.

[believer2] 09/2/2022 18:19

hxxps://www.linkedin.com/posts/federated-wireless_thrilled-to-be-named-1-on-the-2022-best-activity-6897200004008681472-335r

I live hanging on every thread

[kooba] 09/2/2022 09:49

Make you right !! One day I'll be right they will announce something to their shareholders and update them on just how well they are doing ..meanwhile we can just sit back and know its all in safe hands...starts sobbing uncontrollably.

[cousinit] 08/2/2022 19:34

I won't be holding my breath...

I could maybe imagine that the cash runway has extended for FW if the revenue growth they were indicating in their update in the autumn has continued (the one that HR then blurred when you queried it Kooba!) but I struggle to believe that BC could also have managed to achieve something similar at this stage.

[kooba] 08/2/2022 16:28

Few little buyers before the close..news tomorrow !?

[kooba] 08/2/2022 11:27

All true..I'm afraid i am now relying on hope over experience here. I must say my expectations were raised by company messaging and indeed the Numis research based on it and thought we might just have turned the corner..unfortunately i am starting to realise that all that fine talk is still not backed up by any improvement in the underlying valuation of assets. Now things have gone very quiet and the heady days of nasdaq valuations have subsided i am wondering what the hell is going on ..both FW and BC needed to raise funding and we must be getting to the eleventh hour to do so...what's going on ?

[kooba] 08/2/2022 10:55

I have stopped trying to have any dialogue, they replied once when i questioned FW performance after the half year...Ceo of federated had said on the April CMD that they would know for the full year beginning of the Q3 and would have visibility into 2022, Harry as chair of AM and FW said he could not comment as information had to come out of FW. After that we have had two official communications saying company on track and is knocking the lights out so if its not $17m this year and $40m next year in revenues the company has allowed incorrect forecasts to remain in the market ..As has Numis who have also used those numbers in official research. I got no response to last message over the FW communication debacle where they put out 4 times expected revenue..only to walk back immediately.The board set up is outside of code, their governance is atrocious, if they are not delivering on stated strategy and demonstrating returns that are commensurate with their VC like returns forecast they should be gone soon as.Point of note on HR ..When he joined the board the stock was 145p..at what point does he acknowledge some responsibility.It's all portfolio was already there..we don't control the holdings..what's the point then. We should sell the company to the highest bidder and not pretend these guys can add any value ..so far it is just further declines.

[kooba] 08/2/2022 08:05

Radio silence continues...we had a strategic and portfolio update early January last year. There has not been a portfolio update since August and some confirmatory comments in early Oct ..one can only presume everything is hunky Dory otherwise the company would have had to inform shareholders of any material change, in investments or cash.They wonder why the shares trade at such a discount but treat there shareholders as a nuisance and do not feel it necessary to keep them updated.See what eventually comes through but if any disappoints that have been held back from shareholders i will raise with FCA.

[kooba] 28/1/2022 09:47

All true forgotten the numbers but think the company has reported something like $400m in losses over the years ..we now have a market cap of $58m...its difficult to imagine without serious leverage (none) or a market collapse ( huge rally in technology) how performance could be this bad but thats the sorry tale. Some folks who worked there took good money and even got a nice payment on Hawkeye just about the only profitable exit...phantom bloody scheme was ridiculous !! That the businesses is now effectively being run by two mates as a hobby who have little care for the shareholders or delivering stated strategy is really just salt in the wounds.Hopefully CRS's silence is due to them planning a coup d'etat while there is still something left.Got to think there is something like $15m cash left..they have not informed of any spend beyond G&A..which is still sucking out $5m a year..almost 10% of market value.Something needs to happen...soon!

[spectoacc] 28/1/2022 09:01

Shed my tears long ago when I sold out. Rare to see such a disconnect btwn talk and action as at ALM, even then.

£6.50 high, with money raised on the way down at - what - £3.50ish? And the only return has been the cash return in the teens pence.

If something doesn't happen soon, will cash get tight? The buyback always seemed odd.

Just checked last few CRS NAV RNS's no mention of ALM then either. Interesting to see them talking up DLAR whilst simultaneously cutting from 15% to 10%. (They need to cut everything of course - good luck selling any ALM).

[kooba] 28/1/2022 08:31

Good point ..not impossible they are wall crossed which would make it difficult to comment but with their history of activism here ..or attempted activism ..lost by very small margin in ousting HR some time ago , one would expect them to be seething at the share price ..let alone lack of progress in implementing stated strategy of capital preservation and monetisation.HR joined the board 19/09/2017 the shares were 145p now 18pNasdaq Comp 6448 now 13352 after recent sharp setback.If you want to look at relative performance and have a cry I wouldn't blame you.

[jotoha2] 27/1/2022 16:07

Clearly this bunch do not have a track record of achieving , hence the reverse share price graph to OCI , piggies with heads in the trough comes to mind .

[spectoacc] 27/1/2022 14:47

Having researched a load of PE co's recently, is enough to make ALM shareholders blood boil. Check out eg OCI yesterday, where the NAV is now, and where it's come from.

[believer2] 27/1/2022 13:47

I did make contact with HR - told me nothing other than usual spin

[spectoacc] 27/1/2022 13:21

Maybe the fundraise is in the bag, but just not announced yet.

Any ALM update will be the usual string of meaningless good news/promise of something happening soon/ mention of the previous cash return (2 years ago was it?).

FW or nowt. Seems clear they've missed their SPAC chance.

[kooba] 16/1/2022 16:00

Not exactly sure what was expected here but FW certainly aligned to Verizon ..mention in blog and article below I figure the imminent enhanced 5g roll out encompassing C-band is of more short term significance 'After a few delays, on Jan. 19 the two carriers will finally be able to deploy a new swath of wireless spectrum that should not only dramatically increase speeds but also actually work throughout the country – not just a few blocks of certain major cities.' 'Verizon plans to cover 100 million people with this C-band signal this month and has talked about peak download speeds of 1 gigabit per second.'https://www.cnet.com/tech/mobile/5gs-next-big-launch-could-make-its-improved-speed-promises-a-reality/. Nn

[kooba] 16/1/2022 15:53

You would hope so but as illustrated I do not have faith in the leaders of this company delivering ..certainly fair to say when CA an others were keen to explore SPAC monetisation the environment was far more favourable..it appears that the funding is being run to the wire and I'm afraid I can't see this being in ALM shareholders interests.

[believer2] 16/1/2022 12:37

hxxps://www.linkedin.com/posts/mikedano_5g-activity-6887878809299902465-UJxF

Does this offer any insight regarding comments from Mike Dano about Verizon ? I cannot pretend to understand how these airwave companies are connected ?