oldjoe1
16 Oct 2015
ALM LOOKING VERY BULLISH...... ALM Allied MindsNeil Woodfords Fund.....<b><i>The biggest detractor over the month was the position in Allied Minds. The stock’s sharp underperformance was due in large part to an opportunistic attack from a short-seller using a piece of self-generated research, which the FT described as ‘strangely shallow’. Although this has been unsettling for market sentiment in recent days, we see nothing fundamental to concern us. Indeed, our confidence has increased in both the long-term potential of its existing portfolio of maturing technology businesses and in the management team’s ability to identify new value-creating opportunities from its relationships with the best research institutions in the US.</b></i>hxxps://woodfordfunds.com/insight/september-2015/ALM Allied MindsWent long on ALM last week, and its gradually risen. Neil Woodford (top fund manager) seems to be a big fan so if its good enough for him itl do me.[link]
72_fastback
14 Oct 2015
Re: looks like a dog to me .... I should take that research note with a large pinch of salt - it's pretty unbalanced guff to support his short position. The guy from Kerrisdale was shown up somewhat for not understanding what some of ALM's companies do by an FT journalist and then got in a huff. He also doesn't seem to recognise the cosy set up with the US Defence Dept.Recent capital raising by one of the subsidiaries suggests ALM's valuations are supported by key investors.A hold for me.
catsick
07 Oct 2015
looks like a dog to me .... This report is the reason for the recent falls, these guys are actually pretty good at shining a light on poor / overvalued / corrupt companies ...[link]
casabanker
06 Oct 2015
Re: SP ooky,Maybe Mr Woodford is right about ALM. I keep a watch on it but can only see a jam tomorrow stock. It is a young Company with a £750m market cap but negative EPS so it's hard to see how to value it. I've not looked at its balance sheet so don't know if it has plenty of cash and the cash burn. Will it need a placing? It needs more of a positive track record to interest me currently.Casa.
ookyfly
28 Sep 2015
Re: SP Still dropping like a stone. I've gone from a modest profit to 30% loss in about a week.What's up?
ookyfly
25 Sep 2015
SP Ah, I see from today's Times that a US hedge fund is shorting this stock. Enough said.........
ookyfly
24 Sep 2015
Re: Fed. Wire. Pilot Prog with US in July Why the big drops of yesterday and today? I suppose bad news or dilution is in the pipeline. Some people always seem to have advance notice.Or has Woodford reduced his holding?
Jay K2
12 May 2015
Fed. Wire. Pilot Prog with US in July "Federated Wireless Announces Upcoming Pilot Program (in July) for the Commercialization of 3.5GHz Spectrum"[link]
Jay K2
11 May 2015
Patent award for Whitewood Encrypt. Sys. "Whitewood Encryption Systems Announces the Awarding of a U.S. Patent for Quantum Key Distribution Using Card, Base Station, &..."[link]
Jay K2
28 Apr 2015
positive broker note, re results and future some broker notes re results from coverage in FT Alphaville this morn[link] ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~ Neil Camping at Aviate The single stock, single product risk as is often characterised in small cap biotech investing can also be extremely sobering. Celladon last night fell 80% after it become apparent the $200 million/year revenues by the end of the decade was a pipe dream rather than indicative of pipeline when their Phase 2b gene therapy drug didn’t meet primary and secondary end points. Rather than invest in high risk, highly concentrated single stock investments we feel it better to diversify risk but maintain exposure to the focus on innovation which is fueling the M&A in healthcare. With Many big cap pharma companies with lower quality in-house pipelines are trying to play catch-up with those who have superior in house R&D and leadership in next generation therapies. It is worth remembering Allied Minds has a JV with $108bn pharma giant Bristol-Myers Squibb. There is no single bet on one drug or one innovation. The ABLS (Allied-Bristol Life Sciences) collaboration will identify and foster research and pre-clinical development of biopharma innovations. Outside of healthcare, Allied Minds also offers exposure to the most important themes in technology such as IT Security, revolutionary new semiconductor processes and Intellectual Property. We suspect the stock is weak partly on the back of news the Chairman is due to step down later this year. While disappointing as Mark Pritchard has been instrumental in bringing the company to the public market, he leaves behind a strong bench of management, a broadening university and federal partner network and a plethora of new commercial opportunities. We/Aviate will be back with detail after this afternoon’s CMD but Allied Minds warrants further investigation and, we suspect, will soon be at new highs. ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~
Jay K2
22 Apr 2015
28th Apr, Capital Mkts Day note that at at the Capital Markets Day on the 28th April, SciFluor will be presenting alongside Allied Minds' subsidiary businesses Spin Transfer Technologies, Federated Wireless, Allied-Bristol Life Sciences and Optio Labs.
Jay K2
22 Apr 2015
RNS re our subsidiary:SciFluor Life Sci RNS re our subsidiary: SciFluor Life Sciences Raises $30 Million as it names new CEO[link]
Jay K2
23 Mar 2015
Allied Minds ranked by Sunday Times Allied Minds listed in Sunday Times top 200 companies ranked 19
Jay K2
10 Mar 2015
ALM Announces Formation of BridgeSat Inc RNS : Allied Minds Announces the Formation of BridgeSat, Inc.[link]
Jay K2
04 Mar 2015
Google cosies up to our Federated Wire !!! this, below, is courtesy of "BenA1" ,,over on the busy ADVFN thread discussing Allied Minds..[link] Wireless, of which we own 91%, seem to be getting VERY close to Google....If anyone is wondering about the relevance of the above; note the involvement of google's "principle wireless arcitect" in this commitee; [link] The Times;.... Google is to launch a branded mobile phone network as a vanguard for its technology. Sundar Pichai, head of Google’s products, told delegates at the Mobile World Congress in  Barcelona that it would outline its mobile launch plans in a couple of months. Google mobile will automatically reconnect dropped calls using a combination of wi-fi and cellular networks, but Mr Pichai said the group did not “intend to be a network operator of scale”. Instead, it would push the boundary with innovations in hardware and software, rather than attempt to target the telecoms mass market. It is the first time that Google has confirmed its mobile project and Mr Pichai said it would be similar to its Nexus hardware business in which it launches a few high specification products to test its technology. The mobile launch will piggyback on an existing network in a similar way to that of Tesco Mobile and Virgin Mobile in the UK. It is thought that it will launch first in the US and go into other markets if successful. Mr Pichai is regarded as the right-hand man of Larry Page, Google’s co-founder, and was promoted last year from his role as head of Android and Chrome to oversee all Google’s products. Google has also invested in fibre networks in the US and launched two projects to develop cell towers “in the sky” to pipe the internet to users who cannot connect to high-speed networks. The first, project Loon, will launch hot air balloons to deliver 4G signals and has been tested with Vodafone in New Zealand and Telefónica in Latin America. Google said that it had initially struggled to keep the balloons up for five days but they are now floating for 200 and a full service could be in operation within two years. “It sounds like science fiction,” Mr Pichai said. The second plan, called Titan, is to float drones — or planes as Google calls them — over remote areas where it is too expensive to install telecom towers, In addition, they could be flown over urban areas to boost signal strength. “This is a big step for us,” Mr Pichai added.~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~
