Allied Minds Share Discussion Threads

[catabrit] 13/12/2022 12:08

A good call albeit nothing new. Tonnes of optionality in the portfolio and I think anyone who has an average price of 9-13p is well protected. Just needs time.

[cambridgedon] 13/12/2022 10:57

Can someone post details of how to view the zoom update.

[damers] 12/12/2022 21:14

OSK Podcast:

[damers] 11/12/2022 13:09

Looking forward to Tuesday’s update.

Hopefully we will get more info regarding BridgeComm…230;…….
- progress with raising the $40m to commercialise?
- progress with the 2 contracts which is expected to raise $30m of this?

FED - looking fab
OTT - just a waiting game
OSK – progress regarding GHOSt satellites (6 if memory serves me right)? - tks for the 1&2 update believer2.

If all 4 holdings progress without major hiccup we are on to a winner here folks.

Tks as ever for any BB input - only the savvy few left in the game :-)

[believer2] 09/12/2022 20:36

Fab news - Thanks for that - also just seen on Feds Linkdin - don’t know how to share link but they have California Polytechnic State Uni contract and Orbital have put up their 2 satellites ghost 1&2 have passed vibration tests ready for early 2023

[damers] 09/12/2022 17:32

ATHONET:

WE’VE CRACKED IT! Roaming between public and private mobile networks on a single SIM is the holy grail of private wireless - but it has long been plagued by hand-off issues between public and private networks when there is overlapping coverage.
Thanks to Amazon Web Services (AWS) and our partners Federated Wireless and Syniverse we’ve now brought seamless hand-off between public and private networks…so mission and business critical-users can move reliably between private sites, the outside world and back again with reliable and predictable connectivity. Available on Amazon Web Services (AWS) with the Athonet mobile core without limits, Syniverse roaming and Federated Wireless SAS and deployment expertise.


Damers.

[bobonumber1] 08/12/2022 15:07

Tuesday 11am.

[catabrit] 08/12/2022 10:13

I checked the website this morning actually and still nothing. If you check the cancellation RNS on the investor section they said that they will release details about the Zoom call on the website. If I don't see anything on there by tomorrow I will contact them and let you all know.

[wbodger] 08/12/2022 09:37

Have details been released, Catabrit? How do we access them?

[kooba] 05/12/2022 11:04

Good piece on interesting deployment of FW tech..the cost saving at the end on private wireless network over new fibre installation is a fair chunk.https://www.fiercewireless.com/private-wireless/cal-poly-extends-cloud-infrastructure-include-private-5g

[kooba] 02/12/2022 06:35

Seems quite a buzz coming from FW at the AWS event.Has FW time finally come?Momentum.https://twitter.com/fedwireless/status/1598422352592883714?s=61&t=kc-KEkm6g_aM7TXkSmCm3Q

[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.