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ALM Allied Minds Plc

13.85
0.00 (0.00%)
Last Updated: 00:00:00
Delayed by 15 minutes
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
  0.00 0.00% 13.85 10.05 12.65 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Allied Minds Share Discussion Threads

Showing 8001 to 8022 of 8475 messages
Chat Pages: Latest  327  326  325  324  323  322  321  320  319  318  317  316  Older
DateSubjectAuthorDiscuss
21/7/2022
05:23
One would rather hope now there is a refreshed board (would still like the interim chair to exit asap ) that shareholders will get an update on the formal sale process that started early March..over 4 months down the line the process is still underway and shareholders have not heard a peep on what is going on. Obviously just another stalling ruse wasting time and money. Basically they were far from delivering on monetisations and value and cash were further depleting so no other ideas than to put a for sale sign up and cross fingers..for that we have $5m a year overhead!Can only hope the new appointments are professional and honest..though they have been there for a few weeks now and no sign of any change yet.
kooba
20/7/2022
18:19
So bored - OSK put this on Linkdin


It is more important now than ever to protect the environment from harm and monitor the factors that contribute to land and water pollution. With the power of Spectral Intelligence, Orbital Sidekick is able to deploy resources and gather data on vegetative density, distribution affect, and firefuel/wildfire risk. This in turn can immensely help governments and forestry services better understand and mitigate wildfire disasters.

Learn more about OSK's solutions for environment and emergency monitoring below: hxxps://lnkd.in/gGniBjex #environment #data #intelligence #satellite #spacetech #space #technology #spaceeconomy #earthobs

believer2
18/7/2022
22:26
Fed just put this up on Linkdin
Don't miss out on any upcoming exciting announcements from us - bookmark the Federated Wireless Newsroom page today hxxps://bddy.me/3yQVNVH

believer2
09/7/2022
11:05
That is from ALM's results. They came out almost simultaneously with the OSK announcement of the Energy Transfer contract. That might keep the wolf from the door. ALM would (I hope!) have known about it when drafting their Results. Not sure how it affects OSK's funding.

Roll-out of the constellation looks delayed by a year (Covid related?) but there are still nearly six months of 2022. I agree one satellite out of six isn't encouraging but it could be teething.

Keeping the faith, Wb.

wbodger
08/7/2022
16:14
Take that back big time on funding..its gone and the satellites aren't up..some questions?Report and accounts"Orbital has sufficient cash to fund the business until August 2022 and is in advanced talks with potential investment firms and strategic partner groups to secure the required funding."I'm sure we will get treated well if there is a fundraise! Gawd.
kooba
08/7/2022
16:08
Orbital has the aurora satellite up already ..and i thought it was at capacity ..but maybe they made room !! They were meant to have the GHOStconstellation up this year but so far very quiet. If it slipped into 2023 not great..they have i believe another 5 to go up and nothings happened since first launch even though i thought it was funded.Plans from feb 2021..not sure any progress on GHOSt since.https://news.satnews.com/2021/02/04/ghost-constellation-deployment-plans-finalized-by-orbital-sidekick/
kooba
08/7/2022
14:38
OSK does look interesting. The article (#3200) mentions deployment of the GHOSt constellation in late 2022 or 2023, at the same time as announcing a contract win monitoring pipelines with Energy Transfer. It is interesting that the contract with Energy Transfer is announced before the GHOSt constellation is even launched.

Another article on Via focuses on a startup called Pixxel (which has software issues!) and mentions OSK as a competitor in a piece about Hyperspectral Imagery. Competition means a honeypot, and opportunity as well as rivalry. Hyperspectral Imagery looks like a prolific field.

hxxps://www.satellitetoday.com/imagery-and-sensing/2021/03/17/indian-startup-pixxel-closes-7-3m-seed-round-plans-hyperspectral-constellation/

wbodger
01/7/2022
13:51
Unfortunately one of the smaller investments..but some revenue news.https://www.satellitetoday.com/imagery-and-sensing/2022/06/23/energy-transfer-taps-orbital-sidekick-to-monitor-pipeline-assets/
kooba
28/6/2022
14:15
I think it's going to be broken up and sold???
casholaa
27/6/2022
13:08
Would be nice if they invested some of their own cash in shares ? They both professionally read really well - here’s hoping !
believer2
27/6/2022
06:36
Seems the board is moving in the right direction in terms of governance..not sure we could have moved further in the wrong direction to be fair.Urban exposure seems to have been successful and timely in its executionhttps://urbanexposureplc.com/Hoping there is a full and frank update on strategic review near term and that the new directors correctly communicate a cohesive strategy to delivering on the company's stated monetisation strategy of 3 years , largely undelivered and instead we have seen a significant drop in cash resources and the value of the remaining portfolio.Time for some honest and decisive management , in my view should not include Bruce Failing..clean sweep needed.
kooba
20/6/2022
22:56
And spread the std you fought of your so sister
lyceeuk
20/6/2022
22:54
Josh f.ck 00f
lyceeuk
20/6/2022
19:59
Could be worse. Look at what happened to Tekmar (TGP.L) when it were put up for sale around 13 June.
casholaa
20/6/2022
18:45
Ha.. and it was meant to say infallible! Most on here certainly don’t feel inflated quite the opposite!!
kooba
20/6/2022
18:43
Yeah. We know how he feels.
wbodger
20/6/2022
17:16
I'm afraid he is certainly not inflatable !"That's clearly not what I was expecting when I last suggested buying Allied Minds' shares, at 38.5p ('Technology winners with a huge margin of safety', 19 October 2020). Allied Minds' 43 per cent stake in Spin Memory had a read through valuation of US$77m at the time and accounted for 24.6p a share of my NAV per share estimate of 65p."
kooba
20/6/2022
16:42
Thanks for posting that, kooba. It does look as if it might be the cause of interest. "Buy"is unambiguous.

bobo, I meant Bridge Comm's business is promising, A one-to-many optical communications system would have obvious military applications. Like the Internet nigh impossible to knock out because it uses multiple pathways, but it would be infinitely expensive, so probably completely inappropriate for an Allied Minds investment without an exit strategy to work towards. Arguably they should be in that exit phase already, negotiating a price for their share of the intellectual property.

I'm not so concerned with the down round. Imo HR is only telling the truth now because he's out of there. I'm a bit sceptical of "up" or "down" rounds because they can be spun (pardon the Spin Memory pun) to support whatever story the BoD wants.

wbodger
20/6/2022
08:23
Not sure I captured it all ! Another go..says buy at the end!!An unloved deep value playA Boston-based intellectual property (IP) commercialisation company is undertaking a strategic review that could lead to a sale of the company and release value to shareholdersJune 17, 2022By Simon ThompsonStrategic review could lead to an outright sale of the investment companyLatest funding round of portfolio company Federated Wireless implies Allied Minds' stake is worth 40 per cent more than its own market capitalisationInvestee company Orbital Sidekick in discussions with strategic partners to provide funding to add its product to an additional six satellite launchesAllied Minds (ALM:17.5p), a Boston-based intellectual property (IP) commercialisation company focused on investing in early-stage companies with disruptive technologies, is undertaking a strategic review that could lead to an outright sale of the company, or alternatively distribution of its assets and cash reserves to its long-suffering shareholders.The complexities of IFRS accounting standards means that the best way to value Allied Minds is on a sum-of-the-parts basis given that the last reported net asset value of $44.65mn (15.1p a share) in the recently published 2021 annual accounts materially understates the value held in its portfolio companies.For example, Allied Minds' largest investee company, Federated Wireless, raised an additional $14mn (£11.4mn) in a Series D funding round last month (to add to the $58mn already raised) at a post-money valuation of $302mn. It implies that Allied Minds' 23.96 per cent fully diluted stake is now worth $72.3mn (24.5p a share), or 40 per cent more than Allied Minds own market capitalisation of £42mn (17.5p).Heavyweight investors Fortress Investment Group, Singapore's sovereign wealth fund, GIC, and Cerberus Capital Management all participated in the funding round. It's easy to understand why. That's because Federal Wireless' operates at the cutting-edge of shared spectrum Citizens Broadband Radio System (CBRS) that is reshaping wireless connectivity for cloud-based technologies.By providing customers with a secure private wireless network that is both high performance and accessible on a low-cost subscription, Federal Wireless' revenue almost quadrupled last year, buoyed by collaboration agreements with hyperscale channel partners AWS, Cisco and Intel. The company now has more than 350 corporate customers and 90,000 connected devices, serving the defence, government, education, utilities and telecoms markets across North America.It's not the only one of Allied Minds' portfolio companies that has raised new capital as OcuTerra Therapeutics closed a $35m Series B funding at a post-money valuation of $51.3m, placing a valuation of $6.3mn (2.1p a share) on Allied Minds' 12.33 per cent fully diluted shareholding. A Phase II clinical trial of OcuTerra's non-invasive eyedrops for use in early-stage diabetic retinopathy, a disease that results to loss of vision for diabetic patients, will commence in the next quarter.In addition, Orbital Sidekick, a company that is developing aerial and space-based hyperspectral imaging and analytics to enable efficient monitoring of natural resource assets and infrastructure integrity, is in advanced talks with strategic partners to provide funding to add its product to an additional six satellite launches. Allied Minds' stake was valued at $11m (3.7p) following a $16m Series A financing round in April 2021. Orbital has invested heavily in product development, engineering, and analytics, and is now growing its sales & marketing team ahead of next quarter's launch of its Global Hyperspectral Observation Satellite constellation, known as GHOSt. The company recently signed a contract with one of the largest pipeline operators in North America – Energy Transfer – to deliver recurring monitoring services from its satellites through 2023, and won a major work programme contract with In-Q-Tel, a North American Venture Capital firm. Orbital is also developing products for the mining and agriculture industries, along with fire fuel and carbon mapping capabilities, and plans to expand its footprint within the defence and intelligence community.Portfolio company, BridgeComm, is also engaged in discussions (with Aeroequity Industrial partners) to provide funding to support delivery of its patented technology. The company provides ultra-high-speed mesh connectivity for terrestrial, airborne and space systems that require 10-100+ Gbps throughput in the space and ground applications used by commercial and US government customers.The Space Development Agency is one such customer, and there is growing interest in the cutting-edge technology following Russia's invasion of Ukraine. That's because current battlefield communications tend to use a single point of distribution with the risk of a single point of failure, but Bridgecomm's high-speed optical communications allows for dispersed communications which are difficult to detect and intercept.Boeing HorizonX Ventures, the venture arm of Boeing Company, is co-investor in BridgeComm alongside Allied Minds, which holds a 62.9 per cent equity stake that had a read through valuation of $23.9m (8.1p a share) at the last funding round in September 2018. However, investment fund Crystal Amber (CRS), which holds a 18.4 per cent stake in Allied Minds, takes a more cautious view. The fund places a 2p a share value on the BridgeComm holding in its 36p a share spot net asset value calculation for Allied Minds, slightly below my own read through sum-of-the-parts valuation of 38.5p a share when I last suggested buying the shares, at 19.5p ('Bargain Hunting in the tech sector carnage', 21 February 2022).Importantly, Allied Minds' retains a positive cash position with pro-forma cash increasing by 50 per cent to $13.4mn (4.5p a share) since the start of 2022 following the disposal of its holding in restaurant supply chain software provider Touch Bistro. The bottom line is that an outright sale of the company or asset disposals by a new board of independent directors has real potential to release shareholder value. Bruce Failing, previously senior independent director, has now assumed the position of interim chairman after Harry Rein stepped down from his position. Buy.
kooba
20/6/2022
07:57
Must think Mr Thompson's mention has sparked a bit of interest.
kooba
19/6/2022
20:54
I don't subscribe but seem to have got access!
kooba
19/6/2022
20:52
An unloved deep value playA Boston-based intellectual property (IP) commercialisation company is undertaking a strategic review that could lead to a sale of the company and release value to shareholdersAn unloved deep value playJune 17, 2022By Simon Thompson
kooba
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