The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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This share is only going one way
Thanks Dorsett
May top up on Monday or Tuesday
Hopefully this support price holds or rises
Half year results usually towards the end of September
Is there any news expected in next two weeks?
I saw a lot projects in progress
Technically, this share looks like its being held at the support level and is due a 10%+ rise in next fortnight
Looking to top up
Meant to include this link:
https://www.linkedin.com/posts/petershearman_5g-railnext-on-twitter-activity-6709845365748723712-hxaT
https://twitter.com/5GRailNext/status/1303646266371514368?s=20
I think this is part of the project referenced in the August 13th RNS.
Good to see the optimism Jeffa
Bridgecomm, spin memory, federated wireless.
They could all become great assets.
Hopefully our board will extract fair value . . .
Have noticed Bridgecom galloping up on the inside lane over the last year. Bridgecom turning into a gem.
Military applications :-)
££££££
Bhttps://twitter.com/bridgecomm_inc/status/1303456144699150338?s=21
Very sensible. The markets are in for a big correction in my opinion. I'm happy to tuck my shares away for year and if it's a hit then great, if not, then so be it.
NASDAQ down another 3% on opening. I think tech stocks are in for a bit of a correction in the near term. I must admit I sold half my ALM today at 39p with a view to buying back if we get to low thirties. My long term view of ALM has not changed but I was a little overexposed and I'm not comfortable holding any tech stock at the moment. I've also sold out all of my KWS. I expect both ALM and KWS to be higher than today in 12 months time but its the next couple of months that concern me.
Scoutt, I thought of a hundred reasons why I invested in a previous buy. Great potential and great dividends then woosh... covid halved their value. This particular share could go anyway at anytime. There’s no logic to guaranteed logic to this one.
Think you may be spending too much time trying to micro manage an investment. If you onvest them write down all the reasons why you think its a good investnent, momentum doesnt count, only if one or more of these reasons change should you reassess your onvestment. You could always follow the heatd day tripping but usually the pnly ones to get rich are the brokers. You sound like an ideal customer for spreadbetting only thing 8s it can be very costly to take a pxxx when youve got tesla open. Celebraye the good days, on bad daus rememner why you invested and on terrible daus top up. Good luck,
This is bad
Loot,
I’m hoping the importance of being an SAS administrator for CBRS is demonstrated by the below
Google, CommScope and Sony are SAS certified for CBRS as is Federated.
CommScope revenues 2019 - $8 billion
Google revenues 2019 - $162 billion
Sony revenues 2019 - $20 billion
My sincere hope is a buyout. But i think an IPO might be explosive
Good find Echo, I've said it before but my one concern is my inability to value Fed simply because so much is unknown regarding revenue. The article you linked to is another piece added to my understanding; good that the secondary market could be up and running by the end of this year (I was thinking mid 2021) but a little concerning that there appears to be some debate on whether the big operators will participate in the secondary market.
I'm still happy to be invested here. The article gives two examples (sports events and schools) where organisations may wish to lease spectrum short term for a particular time/location. The examples make sense to me and I can think of many other instances. My faith in capitalism leads me to believe that if there is a customer need; then of course the big operators will see an extra source of revenue and will be happy to participate in the secondary market.
It helps to be aware of these hurdles as I will need to continually reassess my investment as we into 2021. This is a new business model after all. Nothing is set in stone but uncertainty can also be opportunity.
https://www.fiercewireless.com/regulatory/secondary-market-for-spectrum-primed-for-big-change-thanks-to-cbrs
This is a good article about how federated will fit in and it also gives an idea of time lines over the coming months. If you do give it a read I hope you find it useful
cheers, echo
I’m sure someone else on this board will be right at some point.
Good posting loot
I wasn’t planning on holding very long term with ALM but I think I’ll need to see this one through to at least January 21.
I was hoping for a bag tbh. I’ve never entertained this going big guns . .
But maybe I’m wrong!!
C band auction in US in December but we also have the Ofcom 5g auction in UK in January 2021...
https://www.ispreview.co.uk/index.php/2020/08/ofcom-uk-aim-next-5g-mobile-spectrum-auction-at-january-2021.html
Once the dust settles on the NASDAQ correction then I predict a decent December/January as we go into 'auction season'.
Also, as we go through 2021 I expect to see 5G technology gain greater prominance in the popular media. I expect to see the first 5G enabled devices on the market and for the average Joe on the street becoming more aware.
At the moment everyone is Covid-19 obsessed. The next big investment theme could be 5G. There are very few companies on the market with the level of exposure to 5G as Allied Minds. I think we are flying under the radar of many investors but I am sure this will not be the case for long.
Fingers crossed for you and all of us Dorset :-)
CBRS and C-band will be key in 5G and WiFi 6. Think about the market size of those technologies and the potential for FW to get a chunk of that with its spectrum controller and connectivity as a service.
Add to that the vast potential in Spin Memory if they can disrupt the market for non volatile memory and the ALM SP looks cheap. Hopefully in the long run we’ll all be rewarded for holding.
As much as I want to see a big profit already on paper, I’m glad at the same time that I can keep buying every month. More profit in the long term hopefully!
I'm with you loot
If this slide continues I'll probably average down too
And I feel reassured that its simply the market force and not ALM that's on a downward trend
Surely in the long term CBRS will be a winner. I'm holding
NASDAQ down almost 5% as I type. The tech bubble in US may be finally busting. Not before time, some of the valuations were just getting silly especially as we enter what's going to be a pretty harsh recession. Bound to have some effect on ALM share price.
Seems like a few of us have a break even of 43p. I may take the opportunity to average down if this returns to low thirties.