Allied Minds Share Discussion Threads

[bobonumber1] 30/6/2023 09:57

Personally I'm looking for at least 50p. If orbital can successfully launch and work the ghost constellation, (3 currently working) then I see a case for a $500mill plus valuation. Same applies for Fed. BC is not so clear and they still need to prove their 2km test to move forward. In one year our % on all 3 subs hopefully worth around £250 mill which would give an share price of around £1. That's exit time !

[bobonumber1] 30/6/2023 09:50

The cash runway is for another 1.5 years unless an individual sub is sold or job lot.

[catabrit] 29/6/2023 18:43

Oh - and thanks for sharing Damers. Much appreciated.

[catabrit] 29/6/2023 18:43

Federated have been really talking their book on LinkedIn in recent weeks. You’d think they were about to take over the world based on their bluster!

Looking forward to the next update. However, I’ve mentally written off any prospects of making money here for at least the next 2-3yrs. Still, I think the odds look favourable of a nice 2-3x considering my basis of 10p.

[damers] 29/6/2023 18:04

Apple & private wireless...

hxxps://www.rcrwireless.com/20230608/private-5g/apple-brings-global-support-for-white-collar-private-5g

hxxps://www.privatelteand5g.com/apple-makes-private-cellular-network-usage-simpler/

[catabrit] 21/6/2023 15:48

Cool. Thanks Bobo.

[bobonumber1] 21/6/2023 13:45

They have ! Final accounts I believe are in today so an update in the next week is my guess.

[catabrit] 20/6/2023 10:57

Does anyone know when we can expect an update? It looks like Orbital has had three successful launches.

[bobonumber1] 22/5/2023 13:53

What have you seen ?

[catabrit] 18/5/2023 19:36

Layoffs at Federated Wireless. A couple I’ve spotted on LinkedIn. Not a good sign.

[believer2] 16/5/2023 16:45

This from Bridgecomm an hour ago on Linkdin

Good things are happening!! BridgeComm and Taj Quantum partner to create industry-first post-quantum attack-resistant optical wireless and smart contracts-based network.

Check out the whole story: hxxps://lnkd.in/eVSXeNsE

[bobonumber1] 19/4/2023 13:57

The uptake is slower than expected but is something they are now concentrating on. That is across the sector. When people are already happy with their connectivity it is hard to get them to change even if the service is better. A hardened, incentivised sales force is what's needed to convert the customers sitting on the fence.

[kooba] 18/4/2023 22:30

I missed it was was actually said on FW..serial misses of any guidance...I think a new CEO is called for , the transition from r&d company to commercial venture leveraging off that IP to grow sustainable revenues often are rather different skill sets..FW cannot afford to miss the wave.

[catabrit] 18/4/2023 20:30

Some soft earnings from Ericsson today and the entire 5G wireless sector is selling off. So not inconsistent with what we heard last week re Fed.

[damers] 15/4/2023 07:59

hxxps://www.spacex.com/launches/mission/?missionId=transporter-7

Up, up & away. Wow - pretty exciting to watch............

[kooba] 14/4/2023 14:33

https://www.nasaspaceflight.com/2023/04/spacex-transporter-7/

[kooba] 13/4/2023 18:37

Not sure how that can be..valuation should be at last fundraise unless they have revalued sharply down on the remaining investments. Must try to get the accounts when available. Still burning $2m a year ..on what they seem to be a glorified nominee account really!

[bobonumber1] 12/4/2023 18:28

It was unclear but my gist was down to how the books were done

[kooba] 12/4/2023 18:15

Thanks bobo..why is 14.1p given but not accurate?

[bobonumber1] 12/4/2023 17:24

If ORB and BC prove up their tech then new valuation multiples of current. Still very binary but should know more in June/ July presentation.

[bobonumber1] 12/4/2023 17:22

Current NAV 14.1p. That is not accurate though. 7.8 mill cash and running costs down to 2mill by end of the year.

[kooba] 12/4/2023 15:29

I couldn't make the call in the end school hols etc. anything mentioned on FW? It is after all the bulk of the value?Did they give a NAV?Anything on costs and cash position.You don't sound like you think anything value accretive is anywhere near!

[bobonumber1] 12/4/2023 14:13

They were up to a billion dollar valuation with no revs. I would say nobody is any wiser after that meeting. Very little information. Need another 4 months or so to see potential outcome of BC, ORB and OCC. should have another presentation in June/July. Either way bottom draw for at least a year.

[catabrit] 12/4/2023 13:32

I am on the call. It amazes me this thing was ever public considering the lack of revenue in some of these holdings.