The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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The market would then value the subsidiaries. Let’s say Fed and Spin were floated you could then get a percentage of those companies dependant on your ALM holding. Should you choose to sell then any profit would be subject to capital gains rather than income tax from a special divy.
This really is the best play for Alm. See my earlier post regarding it. I also truly believe this would get maximum value for the share and you can then pick and choose which sub you want to roll with and sell out of the others.
I doubt the board would want to go for it however. It would have to be pushed by shareholders. Floating on the NAS would negate the need for them and they would therefore not be on the very cushty remuneration package they currently have.
Can I ask a question about the potential IPO on Nasdaq? Would that send the Alm share price up directly or would ALM get a huge chunk of cash that it might then distribute as a special dividend?
Keep the faith Nuck
We’ll get there eventually :-)
Broxburn, that’s so appropriate. What a week I’ve had. I even pulled a muscle, not during choir practice but just as inappropriately, as I was about to go onto a Teams video conference call. Could only happen to me! Anyway, thank you , nixalas, echo and Galoot. The little things mean a lot. Thanks for accepting my apology.
Yes, good replies about patience required. The annual report suggested ALM were working with two year plus timescales to maximise returns.
Couldn't resist posting this for you NuckyT; as a fellow Scotsman I hope it makes you smile!
ATB Brox
https://m.youtube.com/watch?v=BZFFTu2GCjI#
The Amazon link took me by surprise. The future is ‘big data’ and the AWS Snowcone demonstrates just how Amazon are anticipating the possibilities. I think it was inevitable that FW would be collaborating with companies like Amazon; I just didn’t expect announcements so soon. To be honest, the whole idea of a portable data centre didn’t even enter my head. Duh!
And if we are collaborating with Amazon on the Snowcone then what other projects are active. I expect the other FANG tech companies will not want to be left behind. It feels like this is the beginning of a ‘news rich’ period. Let’s hope so.
I agree that the hardest part will be staying patient. It helps if you have a portfolio with many individual stocks. It’s easier to have a few that you view as long term. But if you only have a handful of stocks in your portfolio it’s easy to get a bit frustrated with stocks like ALM which may not fully reflect the true underlying value.
Peace out!
loot
A good theory regarding FW outgrowing ALM and an eventual IPO. That would be a fantastic payday for us all.
The link up with Amazon could be the start of something monstrous.
I just hope I've got the patience for it :-)
Good to see the peace and love it back
Apology accepted. You need to see this as a five year investment. At some stage FW will 'outgrow' ALM and we will get our big pay day with an IPO on NASDAQ. Between now and then FW will release several milestone announcements that will make a material impact on the value of the ALM share price. But between those big announcements there will be long periods where the share price will appear to be doing very little. You are doing yourself no favours by fretting over the day-to-day.
But they are not directed at you. Galoot peace and love