Access Intelligence Share Discussion Threads

[lewis winthorpe] 28/7/2023 05:47

Let the trend be your friend

[smithie6] 13/12/2022 22:36

So

£9 m cash at end of May
£4 million at end of Nov.

Consumed £5 million in 6 months.

While the co. has performed badly, I think a large cost in H1 for shares for dirs/staff. (A bit cheeky/off phps ??)

Is that right ?

Would it be unfair to say its current rating should be "avoid".

[lewis winthorpe] 13/12/2022 08:17

I wonder how much R&D is getting capitalised against the new platform. Leopards haven't changed spots with this management

[p1nkfish] 26/4/2022 16:43

Looks like I'm not the only one unimpressed.

[p1nkfish] 07/4/2022 14:36

Agreed LW.
Appearance over substance.

[lewis winthorpe] 07/4/2022 14:01

Leopards don't change spots. Names over revenue.Pointless RNS. Struggling to see what they are now going to talk about at interims

[p1nkfish] 07/4/2022 07:22

Well the RNS had no numbers, just some names. A bit "meh".
Expect to meet the expectations from the TU that was also a bit downbeat.

"in South-East Asia, we continue to make progress in our approach to our market positioning given the current socio-economic climate in the region."

No names? Stagnant and only market positioning to show for it?

TBD at results and forward look. Better places to park cash at the moment.

[p1nkfish] 04/4/2022 11:28

Did some more digging, still can't convince myself on this one.
Can anyone see a reason for this to double in say 30 months?

[lewis winthorpe] 17/1/2022 09:17

Eek, same old story with this management team. Worst part was the line something like, "when the pandemic is over there is optimism we may get back to normal levels"I need that crystal ball, zero reason why covid should be a driver in one territory

[p1nkfish] 17/1/2022 08:44

Took a long read to get to the gist of what they had to divulge about SE Asia.

[markie7] 17/1/2022 08:02

looks like a dressed up warning to me

[p1nkfish] 21/12/2021 10:15

Well, illiquidity is the order of the day. Dead in the water recently.

[nico115] 04/10/2021 06:58

Exercise price 5p?

[lewis winthorpe] 04/10/2021 06:25

Lol, hmmmm, an incentive program routed around the directors lining pockets. How unusual. Paragraphs of waffle justifying the rich getting further wealth

[tiltonboy] 08/9/2021 07:09

I don't think they have sold any. The new shares in issue will have diluted their holding.

[dgwinterbottom] 08/9/2021 06:37

I also notice a reducing holding by two of the significant shareholders especially Kestrel Partners who had I think 25% now down to 21%.

[dgwinterbottom] 08/9/2021 06:29

Indeed I have been watching their progress with interest over the next few years turnover is forecast to increase significantly probably due to their Aussie acquisition:

2018: 8.88
2019: 13.43
2020: 19.07
2021: 34.27 f'cast
2022: 75.21 f'cast
2023: 87.56 f'cast when they are expected to become profitable

Interesting times.

[fillipe] 07/9/2021 19:39

So quiet here - folks need to get up to speed with the pace of share price movement.

f

[dgwinterbottom] 23/2/2021 19:16

Anyone any idea what is driving the price up?