Accesso Technology Share Discussion Threads

[panic investor] 22/7/2016 09:35

We had a few larger than that earlier in the week too

[janeann] 22/7/2016 09:21

Anyone any views on the sizeable mid price trades being reported.

thanks

[rivaldo] 21/7/2016 22:38

ACSO on a recruitment drive in the USA:



"▪Accesso Technology Group Plc.: The London-based company that develops technology solutions for theme parks to manage lines at attractions is seeking nine new workers for its Lake Mary office, which currently has 80 employees. Available positions include Java developers, user interface (UI) engineers and designers, and a production support engineer."

[panic investor] 21/7/2016 13:47

dnair28 just read about that too, amazing people still do that in this day and age but it is a very large country still dealing with bringing the majority of a poor population into the 21st century.

The fact that it was busy says things though. Looking forward to further updates here.

Added a few more this morning.

[dnair28] 21/7/2016 12:16

Early readouts from Disney Shanghai are also very positive in terms of guest numbers and park quality. Unfortunately the same cannot be said for the guests - numerous reports of bad behaviour are surfacing!

[rivaldo] 21/7/2016 07:37

Six Flags last night announced "Additional Six Flags-Branded Parks Coming to China":



"GRAND PRAIRIE, Texas--(BUSINESS WIRE)--

Six Flags Entertainment Corporation (SIX), the world’s largest regional theme park company, and Riverside Investment Group Co. Ltd., a leading real estate developer in China and existing partner of Six Flags, today announced the signing of a letter agreement for the potential development of a second Six Flags-branded theme park in China together with a water park. The two parks will be located in Bishan, a district of Chongqing, with a surrounding population of approximately 120 million people.

“Developing two parks in Chongqing, the most populous municipality in China, is another step forward in executing our long-term strategy to expand our brand outside of North America and bring Six Flags thrills to millions of new guests,” said John Duffey, President and CEO. “Riverside is an excellent partner and we share a common vision to develop multiple Six Flags-branded parks in China.”

“As the exclusive strategic partner of Six Flags in China, we are excited about the development of two parks in Chongqing of western China, the biggest city in the world,” said Li Zhe, chairman of the Riverside Investment Group. “With the ongoing support of the Chinese government and the strength of the Six Flags brand, we are confident these projects will provide strong economic growth in China.”

etc"

[rivaldo] 18/7/2016 14:23

ACSO are namechecked by Peel Hunt today as regards the ARM takeover (as well as IQE and NCC which I also hold):



"Despite the recent economic and political uncertainty, we note that an all-cash deal has been agreed. We continue to believe that UK technology companies could be acquisition targets for large global companies looking to add intellectual property or customers (the deal rationale for Softbank in our view) and expect to see further M&A activity in the sector.

We could see near-term investor interest in other semiconductor names (eg IQE and Imagination Technologies); global leaders (eg GBGroup, NCC, Accesso); Internet of Things/virtual/augmented reality plays (eg Telit, Bango); or larger UK tech names with strong free cash flow and dividend (eg Micro Focus)."

[panic investor] 18/7/2016 11:43

Crikey posts on the thread ! Funny you two said that - my thoughts as I read the ARM deal earlier today

[spud] 18/7/2016 11:12

Lets just hope that when it comes (as it inevitably will) its at a realistic price which rightly rewards all long termer's who have supported this company through thick, and at times, thin.

spud

[dnair28] 18/7/2016 08:32

Davidosh - one of the two exceptional companies in your post 1491 is being bought by SoftBank today. Bodes well for British tech industry and Accesso!

[rivaldo] 13/7/2016 12:14

Panmure's note on Merlin this morning illustrates the benefits ACSO's technology is bringing:

"The FY15 results reaffirmed our view that Merlin’s unique combination of brands, development and management give it one of the highest and most visible earnings streams in the sector. We believe that Merlin can consistently deliver LFL growth of c4.0%, which together with expansion and margin improvement should drive EPS CAGR of 14% over the next three years. Furthermore, we believe that IT and technology (improved product, customer booking journey, marketing, CRM) offer further upside to growth and ancillary spend not yet recognised in forecasts."

[spud] 08/7/2016 19:20

It's all good news for ACSO David imo. Currently we should be seeing an instant 10% increase in the bottom line due to £ weakness without lifting a finger.

spud

[davidosh] 08/7/2016 18:20

Accesso are one of two exceptional technology companies picked out in this story...

[spud] 08/7/2016 16:02

Factoring in an immediate increase in profits of 10% due to the weak £ v $, we should find ourselves at a new high 1430p.

All imo..

spud

[alphabeta4] 01/7/2016 12:56

carcosa 30 Jun'16 - 14:07 - 1487 of 1488 0 0

Alphabeta4: Page 43 if you want the numbers: hxxp://accesso.com/wp-content/uploads/2016/04/2015-Annual-Report-and-Financial-Statements.pdf

Thank you - I had also asked the company at the same time I posted and they have just e-mailed me adding 'the expectation is that it (the dollar being 90% of trade) won't differ much in 2016'.

[rivaldo] 30/6/2016 15:34

Nice.....

"1046 GMT N+1 Singer upgrades Accesso Technology Group to buy from hold. Says "we have identified Accesso as possessing multiple defensive qualities--resulting from its geographic, market and currency exposure--that should help insulate the business from increasing economic uncertainty post the Brexit vote." These, together with a more attractive valuation and upgrade potential arising from conservative expectations around growth and the theme parks operator Merlin rollout, has promoted the move, the brokerage adds. Keeps 1,280p target price. Shares trade 1.8% higher at 1120p."

[carcosa] 30/6/2016 14:07

Alphabeta4: Page 43 if you want the numbers: hxxp://accesso.com/wp-content/uploads/2016/04/2015-Annual-Report-and-Financial-Statements.pdf

[alphabeta4] 30/6/2016 13:58

Carcosa - thanks for your response, dollar domination indeed, have to confess I thought the UK was low but not as low as 3%. So a UK recession would be trivial on revenue.

[from8to800] 30/6/2016 13:02

>The market can stay irrational longer than you can stay solvent.
I've been out since Monday. One to keep on watch though.

[panic investor] 30/6/2016 12:42

Probably a bargain

[shanklin] 30/6/2016 10:27

Well I have placed a few more chips on ACSO on the basis that I hope it will become less irrational in coming days.

[spud] 30/6/2016 10:16

Logic suggests exactly that, however the Market is ever irrational!

spud

[shanklin] 30/6/2016 09:57

Difficult to see why the referendum result did not give rise to ACSO going up circa 8% due to the change in GBP vs USD rather than down about 17%.

[davidosh] 30/6/2016 09:48

Dollar domination !

I am sure weather is still the most important factor for our earnings.