Allied Minds Share Discussion Threads

[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?

[shaker45] 16/11/2022 01:21

Is 29/11 final trading day? Any option but to sell and take the loss?

[cambridgedon] 09/11/2022 13:27

Who is Keith Jeremiah Barry? He's bought loads of it!
CD

[kooba] 09/11/2022 12:27

Good spot fall news release.https://www.globenewswire.com/news-release/2022/11/08/2551023/0/en/Federated-Wireless-Secures-Automated-Frequency-Coordination-Commercial-Agreements-with-Leading-Enterprise-and-Fixed-Wireless-Wi-Fi-Vendors.html

[believer2] 09/11/2022 09:15

Fed on Twitter - Today we announce that we've been conditionally approved as an AFC system operator by
@FCC
, extending out shared spectrum expertise to unlock standard power and outdoor device operations in the 6 GHz band for Wi-Fi 6E.
Full details here [...]

[cousinit] 08/11/2022 19:06

Definitely would no longer be ISA eligible but I believe OK in a SIPP (although clearly not ideal!)

[cambridgedon] 08/11/2022 17:59

These will no longer be able to be held in an ISA or Sipp. What are the chances of some other method of exchange being put in place? and how soon?
Anyone have any opinion?
CD

[casholaa] 02/11/2022 18:29

I no longer have an interest here. What you need is a takeover offer before de-listing.

[wbodger] 02/11/2022 16:43

This is in the Circular (referenced with a link in kooba's #3380 above):
3.10. Settlement arrangements
The Directors are aware that Shareholders may wish to acquire or dispose of Shares in the Company following the Share Delisting. Should the Cancellation be approved by Shareholders at the General Meeting, the Company will consider implementing a matched bargain facility with a third party matched bargain facility provider which would facilitate Shareholders buying and selling Ordinary Shares on a matched bargain basis following Cancellation (a “Matched Bargain Facility”). The purpose of a Matched Bargain Facility would be to enable Shareholders to trade their Shares by matching buyers and sellers through periodic monthly and/or quarterly
auctions.
In determining whether to put a Matched Bargain Facility in place, the Company shall consider expected (and communicated) Shareholder demand for such a facility, as well as the makeup of the share register following the Delisting. Shareholders should be aware that the implementation of a Matched Bargain Facility is only under consideration at this stage and there can be no guarantee that the Company will conclude that putting a Matched Bargain Facility in place is beneficial for Shareholders. If put in place, Shareholders should also be aware that any such Matched Bargain Facility could also be withdrawn at a later date. Further details will be communicated to the Company’s shareholders at the relevant time.

[bobonumber1] 02/11/2022 14:25

That is the intention yes

[freddie ferret] 02/11/2022 14:23

Going to 0.1p

[spectoacc] 02/11/2022 13:58

Will there be a secondary market? There's never been in any co I've had that's delisted. Some co's set them up themselves tho.

[wbodger] 02/11/2022 12:28

Your broker may want you to have certificate though. It then becomes who you can trade with.

I figure I might get a reasonable offer nearer the time of a distribution, but how do you find out what's happening?