Allied Minds Share Discussion Threads

[catabrit] 01/12/2022 13:05

There is an investor update on the 13th December via Zoom. Looking forward to tuning in then. Details will be released a week prior.

[wbodger] 01/12/2022 09:12

Thanks all for contributions.

Hope news will be added as and when.

[kooba] 30/11/2022 10:34

OcuTerra over in London last week presenting on key drug.https://twitter.com/ocuterra/status/1597276294450143233?s=61&t=FIMGEhCTf-YlTqCVRUxXaA

[kooba] 30/11/2022 10:30

Big AWS event on in the states ..Federated feature strongly judging from their tweets.https://twitter.com/fedwireless/status/1597715034137821185?s=61&t=G2qhCwJCCeIZ_74x1vx_pA

[kooba] 30/11/2022 06:31

I'm very pleased to hear that. Also the largest holder CA now has a seat at the table and are very aligned to see an efficient and successful monetisation of the remaining assets.Now the shares are unlisted and information not deemed "price sensitive" lets try to keep the BB alive with any info we glean.Least a closing price of 13.85p makes it look a tad better in the portfolio !!

[bobonumber1] 29/11/2022 21:33

I've spoken with Sam Dobbyn a few times. Invesco put him in to look after their stake. He seems great and pretty bullish about the future. I wish he had been there for the last 5 years.

[kooba] 29/11/2022 21:04

Incredible there is still LTIP out there ..the company has lost $100m's and management took a big chunk out of the only successful monetisation with Hawkeye through the ridiculous incentive scheme then..share of gains but not losses..madness.Lots of lessons learnt on how not to invest by the management throughout..and for investors the danger of thinking you are investing in value when it is just a value trap!

[kooba] 29/11/2022 20:59

Nope..I have trust issues!! Thing is many private equity funds have collapsed this year as underlying valuations under pressure. Hopefully not going to be an issue with the few remaining holdings here...but Allied Minds are nothing but extremely disappointing !!Waiting for Amazon to buy Federated next year and get 30p back !! Here's hoping!

[bobonumber1] 29/11/2022 20:23

Did you add any more Kooba ?

[kooba] 29/11/2022 20:13

Well thats all over folks..looks like someone wanted a better close..will still keep an eye on things and post snippets.We are promised better information on investments..on the basis it couldn't be worse here's hoping.'Cancellation of the listing of the Shares on the Official List of the FCA is expected to take effect at 8:00 am on Wednesday 30 November 2022, being not less than 20 Business Days from the passing of the Delisting Resolution as required by the Listing Rules.'

[bobonumber1] 29/11/2022 18:22

Looking forward to the investors presentation after delist. FED is the insurance policy. 100 employees and in the buzz word mix of wifi6, IOT, edge computing and DOD contracts. Orbital also in a very hot space. If GHOST is successful then I hope for 50p plus. Sadly many got burned here by terrible management.

[catabrit] 29/11/2022 17:22

Very long here. Bought a bit too early in hindsight (mid August around 11.5p) but averaged down. Really like the r/r and see anything from -20% to +300%. Been doing quite a bit of digging into Federated Wireless and think they have a lot of potential. Monopoly position in ESC sensors which is regulatory required for shared spectrum. Their nearest competitor (Google) have practically given-up. It's quite rare to see a Series D become a multi-bagger but if they double in the next fundraising, this is a home run even assuming dilution down to 15%. I know there's scepticism around private valuations - some fair, some not - but let's be honest, private markets are thriving. Just feels like we're getting exposure to this at a discount just as FW are about to hit their hockey stick. Anyway, good luck to anyone that owns this and I look forward to following progress in due course.

[bobonumber1] 29/11/2022 11:52

Is today or tomorrow the last trading day ?

[damers] 27/11/2022 14:16

After hovering over the buy button for months, I have taken the plunge on Friday.

I see ALM as fairly safe bet considering the NAV. I am more than happy waiting a couple of yrs to cash out as do not need the reddies until around that time.

As ever we in the hands of the markets. However, I just cannot see an outcome around the current share price 30p is my target & anything above is a bonus. It will actually make a refreshing change not watching & worrying about the share price from day to day.

Appreciative of any posts on this BB as info is scarce regarding ALM. I normally post on LSE, but it's even quieter over there.

Anyway, best of luck investors - it's going to be an interesting couple of yrs ahead.

Damers.

[kooba] 23/11/2022 09:35

OcuTerra loves a conference!https://www.businesswire.com/news/home/20221122005173/en/OcuTerra-to-Participate-in-Upcoming-Investor-Conferences

[kooba] 23/11/2022 09:32

https://itwire.com/guest-articles/company-news/federated-wireless-works-with-aws-to-deploy-private-wireless-with-california-polytechnic-state-university-for-5g-innovation-network.htmlCome on Amazon just take it over for a decent premium!

[whadafunc] 18/11/2022 17:08

18 November 2022

Allied Minds Plc

("the "Company")

Rule 2.9 Announcement

In accordance with Rule 2.9 of The City Code on Takeovers and Mergers, Allied Minds confirms that, as at the date and time of this announcement, its issued share capital, excluding treasury shares consisted of 239,553,115 ordinary shares of 1p each in the capital of the Company ("Ordinary Shares"). The Company holds 97,158 Ordinary Shares in treasury. The International Securities Identification Number for Allied Minds Ordinary Shares is GB00BLRLH124.

[kooba] 17/11/2022 12:46

Wow share buyback to satisfy a 2014 LTIP "Shares purchased under the Buyback Programme will be held in treasury until transferred by the Company to directors and employees in satisfaction of awards under the LTIP."The shares are down 95% since 2014 as the return on investment has been a huge negative..wonder what the parameters of this incentive were and who in the company is still qualifying for any type of award?The company is and continues to be a disaster and is now in delist and wind down mode..where is there incentive needed ..we are told we are merely passively managing to a exit.

[kooba] 17/11/2022 08:56

Fingers crossed !

[bobonumber1] 17/11/2022 08:46

Sounds like they might have more contracts than awards now Koobs!

[kooba] 17/11/2022 06:36

CEO of Federated Wireless. "We've seen major growth in the past year for 5G private wireless adoption, and this recognition from Gartner is very important to ensuring customers understand the game changer that next-generation wireless represents for their digital transformation plans."https://www.globenewswire.com/news-release/2022/11/09/2552272/0/en/federated-wireless-named-in-2022-gartner-market-guide-for-4g-and-5g-private-mobile-networks.html

[kooba] 17/11/2022 06:32

https://www.orbitalsidekick.com/news-blog/how-is-osks-hyperspectral-data-helping-the-energy

[spectoacc] 16/11/2022 06:52

Hold & hope for the best?