Allied Minds Share Discussion Threads

[bobonumber1] 14/11/2023 05:55

It's only for large holders

[kooba] 13/11/2023 11:26

The Company's next Investor Call will be held on Tuesday 21 November at 13:00 - 15:00 BST. This will be a Microsoft Teams virtual event for which the link will be provided shortly. This investor call will be a deep dive into the portfolio companies and there will be a Q&A session through the call via the Q&A chat box.

[kooba] 03/11/2023 17:17

Good for you ..my knees arent up to that kind of thing anymore but love being in the mountains when we take them skiing.Have a good expedition..and watch out for the yeti's!

[catabrit] 03/11/2023 17:12

Yeah I am looking forward to it. My fourth expedition to Nepal in just over a decade. I have done a number of the big treks there; Kanchenjunga, Manaslu & the Tsum Valley, Annapurna Base Camp. But this will be my first time to the Khumbu / Everest region.

I grew up in a council estate and didn’t see my first mountains until I was 18! I took the Via rail from Toronto to Jasper and when I saw the Rockies, it was love at first sight.

So I can’t get enough of them basically. From Nepal to Peru to Patagonia and to the Alps, I just love it. And every time I visit I discover a new region or trek I want to do.

Anyway, I digress! Back to business.

[kooba] 03/11/2023 16:53

I am 100% certain that will be far more rewarding ! What a great experience..enjoy.

[catabrit] 03/11/2023 15:07

Keep me posted. I will be doing the three passes trek in the Himalayas!

[kooba] 03/11/2023 14:33

I am told there is an investor presentation in London on 15th NOV.I am registered but have not received an invite.I also notice there is now no website ( that i can see)

[kooba] 25/10/2023 10:54

Yep just seems we get more folks with their noses in the trough ..whilst the investments go from bad to worse and no realisations are made.The unmitigated disaster that is ALM continues..i can see funding issues on all fronts where ALMs cannot hold their corner and will get stuffed thats if the portfolio company manages to raise anything and doesn't fail.The serial revenue misses and the overall funding environment not helping but this company was meant to be wound up years ago when we were in a much better private equity environment where shareholders could have probably received 50p in the £ for the assets ( which included cash which has now been burnt through for no advantage to anyone but the management) when the assets were many multiples of suspension price.Unfortunately i think we will end up getting less than that suspension price now.

[wbodger] 25/10/2023 08:42

From Crystal Amber results:
Since delisting, the Fund's [Crystal Amber] engagement with the two directors of Allied Minds, Sam Dobbyn and Bruce Failing has been frustrating and unproductive. The Fund has written to both Allied Minds and two of its largest shareholders expressing concerns regarding the lack of governance and oversight. Astonishingly, much of the board's focus at Allied Minds has been on securing increased remuneration for its directors. The Fund has seen no evidence of realising or monetising investments.



Without such evidence in the very near term, the Fund will take appropriate action to protect its interests. Whilst this holding currently accounts for less than 5% of net asset value, the Fund will take action to ensure that the interests of those charged with the responsibility of delivering value from Allied Minds for its owners are aligned with the interests of its owners. The Fund is surprised and disappointed that to date, other institutional shareholders have been prepared to condone this conduct, but the Fund will continue to engage with them.

[wbodger] 26/9/2023 19:08

Hoping Crystal Amber have some news this week, perhaps an update on ALM. Last year their results were on September 30.

[kooba] 26/9/2023 13:44

Apologies said was 5 days old then noticed it was from earlier in the year.

[catabrit] 08/9/2023 09:18

Also, the recent focus on specific verticals (education, for example) makes a lot of sense to me. I think they might have stretched themselves too thin. We want more public university contracts for private wireless as the revenue is more likely to stick around and the multiple we get on that will be higher.

[catabrit] 08/9/2023 09:16

The thing with Federated that always worried me was the dollar amount of revenue considering the company’s age. Tech changes fast and the issue with planting your flag with the government is that by the time something gets approved, the market has evolved and moved on.

That said, they seemed pretty excited about some of the new partnerships and the government’s announcements around 6 GHz.

[kooba] 08/9/2023 09:01

There appears nothing much new or inspiring with Federated that i can see..unfortunately it still appears the company is better at excuses than at building revenues.Can only hope one of the big players feels the company is of enough strategic importance to buy it for decent money because i am doubting whether they have the ability to grow it alone.

[kooba] 08/9/2023 08:52

Whatto not been in for while.Seems some of the portfolio still going !https://www.space.com/orbital-sidekick-methane-monitoring-ai-helphttps://bridgecomminc.com/bridgecomm-unveils-a-new-brand-and-digital-presence/Month agohttps://www.modernretina.com/view/asrs-2023-ocuterra-therapeutics-update-on-ott166-eye-drops

[wbodger] 03/9/2023 19:43

It didn't load on mine because of the parameters, so I stripped them out and it worked.

To your point, Yeah, I really like Orbital, and that Satnews page is very readable.

Orbital will have to be able to licence their technology in order to finance its development. (Patents, etc. or charging for hitchhiked experiments.) I really like the near-infra-red as a field of scientific interest and that may be what's creating curiosity.

[believer2] 30/8/2023 21:04

Sorry Bodger - never seem to be able to load the links

Reads well doesn’t it ?

[wbodger] 30/8/2023 14:17

This might get that link to open:
news.satnews.com/2023/08/28/osks-first-hyperspectral-insights-from-ghost-constellation

It opens in this tab, so hit 'back' to resume after reading.

Thanks believer2.

[believer2] 29/8/2023 14:49

Orbital - front page top story in SatNav news - hxxps://news.satnews.com/2023/08/28/osks-first-hyperspectral-insights-from-ghost-constellation/?mohide=true&mc_cid=0650fbdb97&mc_eid=5578b65837

[catabrit] 24/8/2023 20:53

More good news:

Arlington, VA – August 24, 2023 – Federated Wireless, a leader in shared spectrum and private wireless solutions, today applauded the Federal Communications Commission’s (FCC) public notice initiating the certification process for Automatic Frequency Coordination (AFC) systems in the 6 GHz band, including Federated Wireless’ existing commercial-grade solution.

The milestone represents the culmination of an extensive five-year technical process led by Federated Wireless and its industry partners, together with the FCC, to enable shared use of the 6 GHz band.

“Federated Wireless has been on this journey with the FCC and our partners from day one. Today’s announcement represents the end of a long journey to build and commercialize our shared spectrum product and open the 6 GHz band to the latest generation of unlicensed devices that are vital for both enterprise and consumer broadband connectivity,” said Federated Wireless CEO Iyad Tarazi.

To date, Federated Wireless has signed commercial agreements with the leading enterprise WLAN access point manufacturers collectively responsible for 50% of the worldwide enterprise outdoor access point market, establishing Federated Wireless as the market leader for AFC.

These commercial agreements will accelerate standard power and outdoor access point operations in the 6 GHz band.

Leveraging its expertise in spectrum sharing in the CBRS band, Federated Wireless began working in 2018 closely with partners and the unlicensed wireless ecosystem to develop an AFC system to enable Wi-Fi 6 and 5G NR-U deployments in the 6 GHz band.

In 2019, Federated Wireless publicly demonstrated the world’s first AFC prototype, proving the feasibility of adapting its cloud-based spectrum sharing technology and platform to meet the FCC’s (then proposed) requirements for the 6 GHz band.

Federated Wireless continued to refine its AFC system with input from the unlicensed equipment vendor and operator community, incumbent licensees, and relevant standards organizations.

In August 2022, together with partners CITC and HPE Aruba, Federated Wireless first demonstrated live AFC system management of 6 GHz spectrum and standard power Wi-Fi devices.

In November 2022, the FCC conditionally approved Federated Wireless to be an authorized AFC system operator for the United States.

Federated Wireless Vice President of Technology Development Masoud Olfat led the AFC test and certification planning efforts conducted by the Wireless Innovation Forum (WInnForum) in conjunction with the Wi-Fi Alliance.

“The 6 GHz band is a major opportunity for enhanced Wi-Fi performance across America and ultimately around the world,” said Federated Wireless CTO Kurt Schaubach. “Federated Wireless has long led the creation of technologies and alliances to enable more efficient use of spectrum on a shared basis. The FCC’s public notice is a critical step towards realization of the benefits of Wi-Fi 6E in 6 GHz.”

“With commercial AFC services on the horizon, Federated Wireless is ready to deliver the full benefits of the 6 GHz band,” said Jennifer McCarthy, VP of Legal Advocacy, added. “We look forward to leveraging this key spectrum for the next generations of Wi-Fi technology.”

[catabrit] 23/8/2023 15:56

Lots of positive updates coming from Federated in recent days re new partnerships.

[wbodger] 03/8/2023 15:55

Yes. Also it's a stretch to call a Woodford a crook. Nothing forced Crystal Amber and others to invest.

I'm a mug who followed a fool following a 'crook' who invested in a company that invested in (eg) Spin Memory. A bit of a medieval pilgrimage of the faithful.

[bobonumber1] 03/8/2023 07:44

Successive mismanagement is the reason not Woody

[zimmie] 03/8/2023 07:31

14p, I am way under water then. I got sucked into this one believing the hype from that crook Woodford.