Allied Minds

Allied Minds

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Allied Minds RNS, News & Media


Headline
17 Aug 2017
RNS press release - Half-year Report from Proactive Investors
8 Aug 2017
RNS press release - Holding(s) in Company from Proactive Investors
2 Aug 2017
RNS press release - Notice of Results from Proactive Investors
26 Jul 2017
RNS press release - ALM subsid Signature Medical $2.5 million Series A from Proactive Investors
12 Jul 2017
RNS press release - BridgeSat, Inc. appoints Barry Matsumori as CEO from Proactive Investors
11 Jul 2017
RNS press release - Spin Transfer Tech's appoints Tom Sparkman CEO from Proactive Investors
30 Jun 2017
RNS press release - Total Voting Rights from Proactive Investors
29 Jun 2017
RNS press release - Appointment of Head of Technology Investments from Proactive Investors
13 Jun 2017
RNS press release - Director/PDMR Shareholding from Proactive Investors
13 Jun 2017
RNS press release - Director/PDMR Shareholding from Proactive Investors
8 Jun 2017
RNS press release - Director/PDMR Shareholding from Proactive Investors
1 Jun 2017
RNS press release - Result of AGM from Proactive Investors
30 May 2017
RNS press release - Jill Smith Appointed As CEO and President from Proactive Investors
19 May 2017
RNS press release - Block Listing Six Monthly Return from Proactive Investors
12 May 2017
RNS press release - Block Listing of Shares from Proactive Investors
5 May 2017
RNS press release - BridgeSat raises $6 million in Series A financing from Proactive Investors
28 Apr 2017
RNS press release - Notice of AGM; Annual Report from Proactive Investors
27 Apr 2017
RNS press release - Annual Financial Report from Proactive Investors
20 Apr 2017
RNS press release - Holding(s) in Company from Proactive Investors
18 Apr 2017
RNS press release - Holding(s) in Company from Proactive Investors
5 Apr 2017
News - Allied Minds under the cosh as it announces US$146mln writedown in restructuring from Proactive Investors
13 Dec 2016
RNS press release - Formation of Signature Medical, Inc. from Proactive Investors
9 Dec 2016
RNS press release - Holding(s) in Company from Proactive Investors
7 Dec 2016
RNS press release - Holding(s) in Company from Proactive Investors
6 Dec 2016
RNS press release - Holding(s) in Company from Proactive Investors
6 Dec 2016
RNS press release - Holding(s) in Company from Proactive Investors
2 Dec 2016
RNS press release - Results of equity placing from Proactive Investors
1 Dec 2016
RNS press release - Proposed Equity Placing from Proactive Investors
23 Nov 2016
RNS press release - HawkEye 360 Raises $11m in Series A Financing from Proactive Investors
21 Nov 2016
RNS press release - Formation of Vatic Materials, Inc. from Proactive Investors
18 Nov 2016
RNS press release - Block Listing Six Monthly Return from Proactive Investors
11 Nov 2016
RNS press release - Holding(s) in Company from Proactive Investors
24 Oct 2016
RNS press release - Precision Biopsy Raises $5.0 Million from Proactive Investors
17 Oct 2016
RNS press release - Second Price Monitoring Extn from Proactive Investors
17 Oct 2016
RNS press release - Price Monitoring Extension from Proactive Investors
29 Sep 2016
News - Allied Minds partners with GE Ventures from Proactive Investors
29 Sep 2016
RNS press release - Allied Minds & GE Ventures Form Strategic Alliance from Proactive Investors
8 Sep 2016
RNS press release - Price Monitoring Extension from Proactive Investors
31 Aug 2016
RNS press release - Total Voting Rights from Proactive Investors
25 Aug 2016
RNS press release - Half-year Report from Proactive Investors
22 Aug 2016
RNS press release - Allied Minds' Subsidiary ABLS II Raises $15m from Proactive Investors
1 Aug 2016
RNS press release - SciFluor Enters Clinical Trial Stage from Proactive Investors
29 Jul 2016
RNS press release - Total Voting Rights from Proactive Investors
13 Jul 2016
RNS press release - Director/PDMR Shareholding from Proactive Investors
13 Jul 2016
RNS press release - Director/PDMR Shareholding from Proactive Investors
13 Jul 2016
RNS press release - Director/PDMR Shareholding from Proactive Investors
25 May 2016
News - Allied Minds drug subsidiary granted $15mln funding from Proactive Investors
26 Apr 2016
News - Allied Minds receives $80mln from investors from Proactive Investors
12 Apr 2016
News - Allied Minds subsidiary offers huge potential for space industry from Proactive Investors

Allied Minds 3 Month Chart


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All lies mind !! by gamesinvestor

  Thu, 17 Aug 2017 19:16:00 GMT

Well isn't this statement inspiring from the new CEO :-

""Ms Smith said that she is looking to "drive shareholder value by realising liquidity events that deliver attractive returns for our investors and stakeholders". ""

LINK

Woodford has blown it on this one, just like he did with Circassia, North West Biotherapeutics, Benchmark, and he'll probably do the same with Therevance.

Still a scatter gun approach to investing is more aligned to a venture cap company, not an equity income fund, as I've said a few times now I guess.

Games -- beginning to sound like a stuck record!!


By gamesinvestor



Pie in the sky? by lars25

  Thu, 17 Aug 2017 15:10:00 GMT

Is it correct that current assets per share are around 56p? If so why are they trading at 160p?

I realise that they have four major assets but one analyst is saying a big write down of its largest holding is coming.They may get a return on one of these investments in the future but it all seems a bit rich doesn't it?


By lars25



Re: Magnolia by gamesinvestor

  Sat, 24 Jun 2017 05:34:00 GMT

"You've lost me, m8"

LK -- It's a deep technical solution granted but not such an issue to get your head around.

Basically, and I can't vouch for the other biotech start ups in Allied Minds portfolio, Federated Wireless looked the most promising.

What they are trying to do is provide a software solution to help solve the problem that when we all move to 5G for your mobile wireless this will be superfast and allow high capacity of data for all your beam me up scotty AI applications and your video or what have you.
This will be the death of BT, but at the same time, the airwaves for all that data flying around will get ever so congested.

Magnolia is an illustration of a company that's also been trying to solve a similar problem, that of managing this congestion, and has all the patents around the active antenna that does this as one approach. They have been doing it for 17 years and it's still not made it to a public flotation.

If you look at the opening paragraph on Magnolia's web site, it's the same as that for Federated Wireless.

So how long might Woody wait for Federated to pay for all Allied Minds largesse eh?

As I said a few times, the vast majority of Woody's unquoted companies won't amount to much more than a cup of the warm stuff. It's raw VENTURE CAPITAL.

Some need to make it big to compensate for all the failures.

I still maintain that this type of investment should not be sold in a wrapper that decribes itself as Equity Income.

It's a crxp shoot -- he has now 134 holdings.

Games


By gamesinvestor



Re: Magnolia by LK Hyman

  Mon, 19 Jun 2017 15:50:00 GMT

Games,

You've lost me, m8. I don't understand a word of what this mob does. Consequently I shall not be investing in it even if ... and possibly particularly if ... Woodentop buys it with his own money and offers me shares in Magnolia at a 30% discount to his cost.

LKH on the flybridge arts man I don't even understand VOD properly


By LK Hyman



Magnolia by gamesinvestor

  Mon, 19 Jun 2017 13:58:00 GMT

This company has been in existence since 2000 and has a lot of patents and technologies in a similar space to Federated. You can see that after 17 years this is still a private company.

LINK

here is a summary :-

""""It is estimated that by 2018 the demand for wireless bandwidth is expected to be 50 times the bandwidth required today. Wireless network operators are continuously challenged to provide access to multimedia services including voice, e-mail and HD video seamlessly on any device, at anytime and anywhere to meet consumer's insatiable demand.

Magnolia Broadband, Inc. founded in 2000 by serial entrepreneur and renowned wireless innovator Haim Harel, and led by wireless veteran CEO Osmo Hautanen, is the pioneering technology developer of “Beam Forming” RF solutions, with over 100 patents granted or pending. Magnolia Broadband was the driving force leading industry standardization efforts for Up-Link Mobile Transmit Diversity (“MTD”), which was approved and adopted by the 3GPP governing authority. This technology offers wireless network operators double the capacity and scalability to address significant growth in mobile data usage, enabling new revenue opportunities and delivering innovative services - faster and more reliably without any changes to network system architecture. Subsequently, Magnolia Broadband’s technology portfolio of over 50 patents was acquired by GOOGLE in 2012.

With engineering teams located in New Jersey, Silicon Valley and Israel, Magnolia Broadband has the world’s leading RF technologists developing next generation solutions addressing wireless market needs. Magnolia Broadband’s latest technological innovation-- a software solution called Adaptive Antenna System (“AAS”) focuses on both the uplink and downlink transmission, dramatically improving the quality & performance of smartphones, tablet and laptop computers by doubling the data speeds, increasing battery life by 15% to 20% while improving the overall connectivity to the wireless carrier networks including 4G/LTE, 3G and carrier grade Wi-Fi and Small Cells.

Magnolia Broadband RF solutions combine innovative Software, Signal Processing technologies and novel Integrated Circuit solutions for the wireless industry. The combination of these innovations enables the wireless network operators to push out the Adaptive and Diversity Antenna capabilities to the edge of their cellular and Wi-Fi networks, while enabling the device manufacturers to offer these benefits economically. """

Games


By gamesinvestor



Re: NEW ARTICLE: The case for investing in W... by gamesinvestor

  Mon, 19 Jun 2017 13:50:00 GMT

This article is disappointing in that it doesn't matter what your reputation is if you don't select companies with any fundamental value.

Allied Minds has yet to produce a commercially successful company from within it's fold, and 7 of the companies have recently been effectively discounted. That in itself is fine if the belief lies in the remainder, but it's difficult to see any clear business from any of them.

One of the most promising technology, IMHO, is Federated Wireless and they seem to almost admit that they are a very long way to even proving full functionality of the spectrum approach, let alone commercialising it.

I'm in discussion with a group connected with 5G development at the moment and waiting for some feedback. However, during initial discussions it seems that this kind of approach has been tried before and found it very difficult to commercialise it with the big companies who ultimately would pay for this - they all seem to grind things out and make it very difficlt for the commercial model to get off the ground, often waiting until the company is about to go bust and then picking up the technology on the cheap.

That's Venture Cap for you -- it's very hard to get a return, especially in tech, where a very low % make it to the real business phase.

Games


By gamesinvestor



NEW ARTICLE: The case for investing in Woodford Patient Capital by II Editor

  Fri, 16 Jun 2017 15:52:00 GMT

"Whichever way you look at it, the case for investing in LSE:WPCT:Woodford Patient Capital is all about reputation.Brand powerBrand names and logos originally served to identify products, but over time brands have come to encompass our perception ..."

LINK


By II Editor



Re: NEW ARTICLE: Insider: Directors pile... by gamesinvestor

  Tue, 13 Jun 2017 15:21:00 GMT

Chillibana- I am of the same opinion that it should not fit any trading standards to put such an investment in anything named an income fund.

Disregarding that, there is one company in the Allied Minds fold that is interesting, very interesting.
It's Federated Wireless and they have developed a shared spectrum software technology that will alleviate bandwidth congestion on LTE and beyond on the wireless radio bands.

All sounds very techy doesn't it -- and yes it is.
In essence the wireless spctrum is quite limited and is being constantly filled by the service providers and faster as new technologies require more data and air wave bandwidth to service their customers.

This is the problem :-
""In today’s wireless-reliant world, spectrum is finite and quickly running out. It's predicted that the number of devices connected to mobile networks worldwide will grow tenfold by 2020, from 5 billion to 50 billion, further straining spectrum and presenting greater issues. The economy needs better allocation and a solution that will facilitate multiple operators coexisting and leveraging spectrum.""

That's a massive issue that Federated claims to have a fully tested solution and is on the verge of deployment.

Does it (will it) make any money? -- I dunno m8, but if everyone bought into this technology, they may well do, depending on the volume.

I have a could of friends who are deep into wireless spectrum analysis and IC design for this market - the question is out with them.

I'll report back.

Games


By gamesinvestor



Michael Turner by gamesinvestor

  Tue, 13 Jun 2017 14:44:00 GMT

General Counsel sold :-

09-Jun-17 Allied Minds ALM Turner,Michael 215,270 @ 1.39p £298,930.16

Games


By gamesinvestor



Re: NEW ARTICLE: Insider: Directors pile int... by ChilliBanana

  Sun, 11 Jun 2017 08:40:00 GMT

At a price of 134.20 per share this baby is valued around £314m. But its had losses of 57.7m, 98.0m and 128.9m on next to no turnover (7.7m, 3.3m and 2.7m) over the last 3 years. In my books that's extremely speculative.

I agree with LK from an earlier thread, not sure what on earth Woodford is playing at putting this in an income fund or even a growth fund! Good luck to the Directors. They're gonna need it.


By ChilliBanana



NEW ARTICLE: Insider: Directors pile into this Woodford stock by II Editor

  Fri, 09 Jun 2017 16:30:00 GMT

"LSE:ALM:Allied Minds has had a pretty dire couple of years. And, despite the backing of star fund manager and major shareholder Neil Woodford, the shares collapsed in just one month from early March this year.We reported early April how a $146 ..."

LINK


By II Editor



Woody by gamesinvestor

  Tue, 06 Jun 2017 16:58:00 GMT

He could very well benefit from a course in finance and how to asses value in companies.

I assume his side kick at Invesco (Mark whatsit) did all that for him in his previous job.

I would recommend that Woody starts with a teaser course, which is free, on Phil Oakley's www.sharescope.co.uk web site.

Games -- Oh you are going straight to hell for that one -- LINK


By gamesinvestor



Re: NAV per Jefferies is 195p by old_punter

  Thu, 04 May 2017 08:49:00 GMT

games,

Quite right, how the F do you value start ups.

When the price failed to bounce from 168p I fairly swiftly handed them back, just as well as now 147p. Phew.


By old_punter



Encore! by LK Hyman

  Wed, 03 May 2017 11:05:00 GMT

LINK

LKH on the flybridge no-one's listening


By LK Hyman



Time for Status Quo by LK Hyman

  Fri, 28 Apr 2017 15:23:00 GMT

LINK

LKH on the flybridge


By LK Hyman