Allied Minds half year report contains 2 new pieces of information. The OAV is $350m down from $395m, reflecting the valuation of STT in an undisclosed term sheet, and a reduction in the valuations for Sciflour and Precision Biopsy, due to delays. Cash was $66m in line with our estimates of $67m. This $45m reduction is net of increases in valuations for Hawkeye360 and BridgeSat. We retain a Buy PYT 138p (175p).
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Half Year
Allied Minds half year report contains 2 new pieces of information. The OAV is $350m down from $395m, reflecting the valuation of STT in an undisclosed term sheet, and a reduction in the valuations for Sciflour and Precision Biopsy, due to delays. Cash was $66m in line with our estimates of $67m. This $45m reduction is net of increases in valuations for Hawkeye360 and BridgeSat. We retain a Buy PYT 138p (175p).