Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
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My understanding is the company is not giving valuations on the subs. Eddison estimate the nav’s according to funding rounds.
Good to see some healthy debate on the board :-)
Very much looking forward to the update on the 4th of June. Would be good to see a reduction in costs on ALM's part - I'm hopeful this may happen as Crystal Amber are now on the board. And of course it'd be good to get updated values on spin, FW and Bridgecomm. Hopefully it'll propel the share a bit closer to NAV
G:A!
You're quite correct, but the accounts give the position at a particular point in time which is a useful reference.
Wouldn't that value change from day to day as the value of the companies in question change? I.e. ALM invested £50m in a company with a NAV of 200, later the NAV of that company is viewed as being 300, so our 50 is worth 75. Another company in the portfolio may have gone down, and meanwhile market conditions have reduced ALMs price. I'm not sure there is an answer on a per share basis that's stable or meaningful. The answer today will be different to yesterday's, driven in part by events unrelated to the company in question.
Caterham7,
You'll find plenty of information in last year's accounts and reports from Edison Group as below. The 2019 accounts are due for publishing by 4th June and will be followed by an updated report from Edison. I hope this helps.
https://www.edisongroup.com/publication/doubling-down-on-the-winners/24021/
https://www.edisongroup.com/company/allied-minds/2801/
https://www.lse.co.uk/rns/ALM/allied-minds-annual-financial-report--tpm9vpxghupxy2h.html
Scout - it was you over on a precious metals board, that piqued my interest here on ALM. The spin memory certainly looks Very interesting. ALM consists of a portfolio of companies, but I can’t find information telling me what percentage of ALM value is attributed to each company. What I really want to know is what percentage of each ALM share is attributed to Spin Memory? Thanks
Cheers Scoutt
Good theory
GLA
From my very basic knowledge of chip dynamics, the main problem facing chip designers across the world is ever increasing amounts of data to be processed and them having to be done faster. Current chips use a lot of power(relatively) and generate a lot of heat. To mine a bit coin it now takes a considerable amount of electrical energy $1000’s . One of the bottle necks in chip design is memory and that’s where spin memory is the new disruptor, it is so much quicker and uses so much less power and produces such a lot less heat, and more stable in that heat, that it’s a game changer. Once adopted virtually every competitive chip manufacturer will have to incorporate Spins memory or go the way of the dinosaur. Check out how many chips manufactured and multiply this by a few cents, the licensing agreement, and you have a pretty large sum, year in year out. Politically Cold War is coming between China and USA Trump has to keep a technological advantage and so Spin is a crown jewel that cannot be allowed to fall into the hands of any other sphere of influence, any bid for spin memory by outside agencies will have to be counter bid up by USA based companies, at the behest of Washington. I know it sounds a bit Grassy Knollington, but that’s my take. Check out data on Spin to confirm or re educate me. Good luck holders.