Access Intelligence Share Discussion Threads

[howdlep] 10/8/2010 14:37

Many thanks hastings, an excellent read

[howdlep] 10/8/2010 13:58

buys continue to go through Plus Markets. Spread there is 5 / 6p. I expect an LSE offer tickup soon

[howdlep] 10/8/2010 13:55

Bid tickup as mm tries to pick up stock again

[howdlep] 10/8/2010 09:14

Yes indeed Garey. Four buys gone through and Plus currently priced at 4.75 / 5.75p. I am expecting a tickup in the bid first if they are working through a buy order.

Shares Magazine article very positve and I expecting an acquisition RNS very shortly. It is clear that the SF T1PS Smaller Companies Growth Fund are privy to price sensitive informatin and cannot comment util the information is in the public domain.

[garey_de_angelis] 10/8/2010 09:00

All of the action so far is taking part on the PLUS market.

I suspect movement again today. Still a lot of interest.

:-D

[howdlep] 09/8/2010 13:07

Plus Markets currently at 5p / 6p so will again see if LSE move up in stages

[howdlep] 09/8/2010 13:06

Immediate EPS enhancing acquisitions will continue the re rating very shortly imo

[amt] 09/8/2010 11:21

I suppose when people get back to their desks after holidays they will notice these type of undervalued shares and be diving in. DYOR NO ADVICE

[howdlep] 09/8/2010 11:00

T1PS members should read the weekend editorial, as that provides an indication of what may be about to follow re price sensitive news. This is of course follows on from the editorial of 1 August, which listed the top 14 buys in London. ACC was included in that list, and the srticle may be on free circulation very soon.

[howdlep] 09/8/2010 10:56

Online buy restrictions in place:-

Max buy online is 25,000

Max sell online is 100,000

[howdlep] 09/8/2010 10:50

Tickup on the bid, it looks like we have a buy order going through. SF T1ps Smaller Companies Growth fund again?

Offer tickup next imo

[howdlep] 09/8/2010 10:47

Worth repeating the current Shares Magazine article:-

The current Shares Magazine explains how investing in penny shares is risky but when you get them right you can easily double, treble, quaruple or even make ten times your original stake by netting those elusive 'ten baggers'. This week the Shares team unveils its top ten penny picks.

The filter:-
Share price 10p or less
Market value £20 million or under
Spread 20% or lower

Of the 228 AIM names upon which we focused our attentions, just 30 had earnings forecasts , even though first impressions told us some of them held out the prospect of healthy profits growth. Out of the 30 with publicly available earnings estimates, 17 are predicted to grow earnings per shares (EPS) this year by more than 30% and a good number of these names are among our ten picks.

These include Access Intelligence (ACC), market cap £10.8 million at mid price of 4.3p, with 2010 EPS growth of 48.3%. Spread 11.1%.

The microcap's acquisitve growth strategy is overseen by executive chairman Michael Jackson. Jackson's CV includes growing business software giant Sage (SGE) from a company with a market value of £23.8 million when floated he floated it in December 1989 to £2.9 billion when he left in August 2006. A work in progress, Access will focus on compliance software. Current offerings include e-procurement and Financial Services Authority compliance monitoring, as well as a market-leading media relations software product. Most recently the group acquired compliance software specialist Cobent. An internet delivery product, where users pay monthly, ensures low entry costs for users and steady income for Access which has 57% recurring revenues. July's half-yearly announcement saw an 83% rise in earnings per share, to 0.22p, as well as a net cash balance of £2.4 million. Whilst significant growth should come from the acquisition plans, increasing amounts of compliance and regulation should also ensure organic growth.

[howdlep] 09/8/2010 10:36

Tickup on the offer shortly?

Plus Markets currently 4.5 / 5.5p, lets see if LSE move up in line

[howdlep] 09/8/2010 07:57

SF Smaller Companies Growth Fund are accumulating their holding again. Expect to see a RNS shortly if the percentage threshold is exceeded

[howdlep] 06/8/2010 11:00

this article and the pending acquisitions should see continued interest

[garey_de_angelis] 06/8/2010 09:49

Well the plus market offer is up to 5.5p so the buys have started to come on AIM who are still offering (not for long I guess) stock at 5p.

Interesting times ahead. I also see the 3 year up trend has resumed.

:-D

[howdlep] 06/8/2010 08:31

Tipped by Shares Magazine

The current Shares Magazine explains how investing in penny shares is risky but when you get them right you can easily double, treble, quaruple or even make ten times your original stake by netting those elusive 'ten baggers'. This week the Shares team unveils its top ten penny picks.

The filter:-
Share price 10p or less
Market value £20 million or under
Spread 20% or lower

Of the 228 AIM names upon which we focused our attentions, just 30 had earnings forecasts , even though first impressions told us some of them held out the prospect of healthy profits growth. Out of the 30 with publicly available earnings estimates, 17 are predicted to grow earnings per shares (EPS) this year by more than 30% and a good number of these names are among our ten picks.

These include Access Intelligence (ACC), market cap £10.8 million at mid price of 4.3p, with 2010 EPS growth of 48.3%. Spread 11.1%.

The microcap's acquisitve growth strategy is overseen by executive chairman Michael Jackson. Jackson's CV includes growing business software giant Sage (SGE) from a company with a market value of £23.8 million when floated he floated it in December 1989 to £2.9 billion when he left in August 2006. A work in progress, Access will focus on compliance software. Current offerings include e-procurement and Financial Services Authority compliance monitoring, as well as a market-leading media relations software product. Most recently the group acquired compliance software specialist Cobent. An internet delivery product, where users pay monthly, ensures low entry costs for users and steady income for Access which has 57% recurring revenues. July's half-yearly announcement saw an 83% rise in earnings per share, to 0.22p, as well as a net cash balance of £2.4 million. Whilst significant growth should come from the acquisition plans, increasing amounts of compliance and regulation should also ensure organic growth.

[jimbo44] 05/8/2010 15:52

Seems to be a bit of a move up. Maybe the opportunity to buy cheap is passing.

[howdlep] 02/8/2010 12:21

Gettimg more difficult to build a decent stake:-

Max buy limit online is 50,000

Max sell limit online is 100,000

[howdlep] 02/8/2010 11:51

Good to see that 90k buy push the bid up. This could move quite quickly as interest builds in the valuation anomaly.

[howdlep] 02/8/2010 11:10

19 July 2010:-

Michael Jackson, Executive Chairman of Access Intelligence Plc appears on CNBC's 'Strictly Money' segment to discuss the impact of the proposed coalition spending cuts on UK businesses.

Driving cost efficiencies through aggregated purchasing software delivered via Software-as-a-Service negates the need for expensive upfront capex in order to drive long-term cost savings.

Due North, a subsidiary of Access Intelligence Plc, delivers procurement software into the Public and Private Sectors.

[howdlep] 02/8/2010 11:02

Astaire Note dated 19 July:-

[howdlep] 02/8/2010 09:26

I agree Garey that although initially management have confirmed that they are looking at a couple of small acquisitions, I eventually think that the larger one they elude to, will be a reverse takeover. Additionally, within 12-18 months I think they will themselves will be a target.

For the record, ACC are my largest holding

[howdlep] 02/8/2010 09:19

Has been tipped by T1PS as one of the fourteen cheapest stocks on AIM this weekend. Initial target 7.7p, with a longterm target at 15p.