Member Info for scott1690

Allied Minds' shares trade at around a 40% discount to the Fund's estimate of its NAV per share. Its current market capitalisation, excluding estimated parent-level cash, is around $67 million, which is less than the value of the stake in Federated Wireless alone (as implied by that company's fundraising round in September 2019). Allied Minds also owns two other sizeable holdings in Spin Memory and BridgeComm, both of which have raised capital from third parties including strategic investors, as well as three smaller investments.

This from two weeks ago

Federated Resesearch Value £55 mil
Spin Memory Value £44 mil
Bridge Comm £18 mil
Table Up £2.75 mil
TOTAL £120 mil
Cash after Hawkeye Disposal £55 mil
Total £175 mil
NAV 73p (fully diluted basis)
£30 million returned to shareholders 12p a share early q1.

They may be cashing in on all assets but hope they hold on to Federated Wireless Longer as it could potentially be Massive. Great updates on their twitter page

Crystal Amber have NAV at 83p (who will know more than me)

I think they will have something to publish to keep demand going. Why not issue the Rns on the 23rd. I think they wanted volume for some reason, hopefully flush out a seller. Who knows but with a huge discount to NAV I have no problem holding

It's a mystery how the market works. Why would there be any sellers when your going to get a 25% yield.

DELIGHTED. Exactly what I was hoping for.

Late last year we demonstrated a quick set up with an Amazon DeepLens camera over a CBRS network, and have seen many such commercial deployments since then.

https://mobile.twitter.com/FedWireless/status/1215680163888807937

I do hope the return of 40million dollars to shareholders helps. But not sure how they are going to pay it, share buy back or dividend (I would prefer dividend)

I think news on the commercial success of Federated Wireless will get this moving rather quickly. Lots of great updates on their twitter page. I believe this company will double in value in 6-12 months pushing a further disconnect to NAV

Fraud. Absolute joke. This could go 50percent down tomorrow on open

Yep

Not good. Explains price action today

So any rise is going to be sold into. Not good.

Crystal Amber work out Allied Minds NAV at 87.5p.

Federated Resesearch Value £55 mil
Spin Memory Value £44 mil
Bridge Comm £18 mil
Table Up £2.75 mil
TOTAL £120 mil
Cash after Hawkeye Disposal £55 mil
Total £175 mil
NAV 73p (fully diluted basis)
£30 million returned to shareholders 12p a share early q1.

They may be cashing in on all assets but hope they hold on to Federated Wireless Longer as it could potentially be Massive. Great updates on their twitter page

Look up Edinson Research note. Shows how undervalued this is. Hopefully with the return of 40mil to shareholders will get this much closer to NAV

The exact reason that has put me off

Another directors purchase?

Chart showing breakout. Let's hope for a continued rise. Seller seems to be clear. All looking good for early q1 announcement

Looks likes we are breaking out of this downtrend. How are they going to return the 40 million dollars to shareholders in early q1.

Have to agree. The exact reasoning why I have been buying the last week. It was getting pumped alot 6 months ago now no one talking about in on twitter and chat boards. These are the stocks I like.