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That’s me out. GLA
Think alike, recognise a few names but then off left field Thinksmart. My top holdings Solg, Ggp, Gpm, Gpss, Alm, thinksmart, prim,Sve and hzm. A few odds and sods for dividend but boring stuff. Anyway off to Tesco’s, just heard alcohol cannot be bought after6pm, in Wales, today until 9th Nov (and counting) Reminder to self sell Grocers, buy Witherspoon.
Oh yes, thanks. I see he posted the Alm on Monday. By the way I just added to my Alm. It was recorded as a sale. Keep trying to remind myself not to pay too much attention to sale/buy differentiations.
There is no new update. Snaffle posted it earlier. Here is a new article re Nokia bridgecomm
https://www.bizjournals.com/denver/news/2020/10/08/bridgecomm-partnership-nokia-5g-technology.html
Schlemiel you have posted Thinksmart update rather than Alm
ALM
Early buyout increasingly likely
The point is that there is now a huge incentive for Afterpay to try to buy out ThinkSmart’s minority interest in Clearpay before its call option becomes exercisable in 2023. Clearpay is one of the fastest growing e-commerce payment companies in the European market, so can only become more valuable. For instance, the business now has more than 1m active customers (more than 10 per cent of Afterpay’s total customer base), is recruiting new merchants at quite a pace, and Afterpay is accelerating Clearpay’s expansion into Europe through last summer’s acquisition of Pagantis. This will enable Clearpay to enter Spain, France, Italy and potentially Portugal, regions that have a combined addressable e-commerce market worth more than US$247bn, according to Ecommerce Europe, an association representing 100,000-plus companies selling goods and services online to consumers in Europe.
Trading on an unwarranted 50 per cent discount to my sum-of-the-parts valuation of 94p, the pricing anomaly is worth exploiting. Strong buy.
https://www.investorschronicle.co.uk/comment/2020/10/19/technology-winners-with-a-huge-margin-of-safety/
could you post the link Scoutt, thanks in advance
Think there is a mention by Simon Thompson from Investors Chronic Call, usually causes a stir as he has a loyal following. Anyway long term are well aware of unfulfilled potential and the Bored Board. Sooner or probably later we can all say I told you this was a multi bagger and even the useless board can exit stage left and rinse another group of shareholders.
It’s investments coming good. This should see a big rise over the next 12 months. 1st director purchase in a while. Get ready for lift off.
Ahh some optimism )) see how long that lasts
:-)
I've followed Surprised into here :-)
Good luck everybody!
Yes I always look for recovery stocks too :-)
Long term view amongst some is an IPO for federated wireless and spin memory.
I very much buy into that
Bridgecomm and orbital sidekick are also making some good moves.
I was hoping to sell in the 60’s but I think that was too optimistic. I’m a LTH, I think the potential here is big
thanks Echo , you'll know I like a recovery stock , was not in a position on the lsst drop to secure stock, however, current sp appears to offer very good value from here, looking forward to the next few weeks and months ahead :-)
Welcome aboard surprised
I follow your tweets :-)
This is undervalued imo
Should be pushing 50-55 I think
My b/e us 43p
Good luck
https://twitter.com/surprised_trade/status/1318847825195708416
new holding ALM
Hi gents, I'm in today loaded a few tranches at 40.5p....like the potential growth and particulary the current under vaued situation ..a clear recovery stock :-)
Call me over optimistic but doesn’t it feel as though the share is being held back??
I’ve no idea for what reason but our news flow has been very positive recently and that director isn’t exactly tiny
I also note Edison have done a new set of calculations on our NAV
Surely a push into the 50’s wouldn’t be unreasonable??
Are things starting to come together and are we about to spring to life? Decent director buy and some proper numbers running through after close last night. Its been a while since anything like that.
Yes I see that now.
In the article snaffle posted Pablo . . .
Where do you see these phrases echo ? I have not read that ?
For a long time federated wireless was the only reason I stayed invested here (spin and bridge are excellent prospects too though)
But when phrases such as ‘recurring revenue’ and ‘highly profitable realization’ are used I smile a lot!
Surely and IPO for federated is inevitable??
A ray of sunshine on a dreary day
Link let me in now, here’s the text (2hrs ago)
Interim results from Allied Minds (ALM:38.5p), a Boston-based intellectual property (IP) commercialisation company focused on investing in early-stage companies with disruptive technologies, highlight just why I suggested buying the shares, at 38.5p (‘Exploit Allied Minds’ huge margin of safety’, 30 July 2020).
The company is a classic Ben Graham recovery play, having fallen out of favour under previous management, but is now in the hands of a new board who are mandated to monetise the portfolio and return cash to shareholders. It has some exciting investments that have attracted the interest of heavyweight technology investors in recent funding rounds, too. However, this is not being priced in as $214m (68p a share) of investments held in six unlisted technology companies, and a further $29.2m (9.3p) of cash (adjusted for post period end follow-on investments), are worth double the current share price.
The largest investment is in Federal Wireless, a 42 per cent shareholding with a read-through valuation of $92m (29p) based on the last funding round in April (see below). Founded in 2012, Federated Wireless operates at the cutting edge of shared spectrum Citizens Broadband Radio System (CBRS) technology, which supports the explosive growth of wireless data. The company has already delivered the industry’s first 4G/5G private wireless solution, Connectivity-as-a-Service (CaaS), a low-cost subscription, high-performance secure private wireless network delivered from the cloud. 4G/5G secure private networks are a must to connect everything from robots, cameras, signage and machinery to virtual reality applications.
Federated Wireless’s cloud ecosystem now has more than 40 device manufacturers and computer edge partners, thus opening up access to a plethora of Internet of Things (IoT) and other applications. Earlier this year, the company announced a new CaaS offering that enables US enterprises to buy and deploy private 4G/5G networks with a single click through Amazon Web Services (AWS) and Microsoft Azure marketplaces.
In April 2020, Federated Wireless raised $13.7m in additional Series C funding to accelerate the expansion and adoption of its partnerships with Amazon and Microsoft. The proceeds will also enable expansion into the 6 GHz band for 5G services, thus providing a new path to 1,000 MHz of spectrum for private wireless networks.
It’s easy to see why Federated Wireless has attracted the backing of heavyweight investors including GIC, Singapore’s sovereign wealth fund, as it is building a significant recurring revenue base from its scalable cloud enterprise solution. All the signs point to a highly profitable realisation for Allied Minds in due course. It’s not the only one, either.
I dont subscribe but first couple of sentences for free:
https://www.investorschronicle.co.uk/comment/2020/10/19/technology-winners-with-a-huge-margin-of-safety/