Access Intelligence Share Discussion Threads

[wolansm] 04/10/2013 10:30

Forgot

H a similar situated company not the same business was in exactly the same place a decade ago today they are from the low a 25 bagger (not for me though) aetc they are gbg

[wolansm] 04/10/2013 10:25

Ghf have bought a few more, not interested in idea.....why do I buy,

A they paid divis

B Jackson is decent, I say this from experiance with other companies he is involved with

C the missed target is growth, there was still some but they missed the target.

D I think Jackson will target that

E share price is low so upside and of course downside is there,

F ....E = volatility so 20% fluctuations will occur if that happens positively I will sell

G why will I sell .... I have been here years and happy to trade a few back and forth, holding the bulk

PS today's buy is very modest £1000.

Best of luck mate

[glasshalfull] 03/10/2013 22:06

Wolansm - hope you don't mind me asking, but why would you be considering a purchase n ACC at the moment? I can understand why one would wish to make an investment in the hope of timing the bottom but as the company have just warned for the year & this is yet another miss (if you check back through the thread header and posts) then I don't anticipate any re-rating until they provide a bullish announcement on trading, or more importantly start delivering results that demonstrate profitability and growing earnings.

I noted in Post 134 that I was interested in ACC's peer IDEA (Ideagen) as they made the move from ISDX to AIM last July (@14p). They have now achieved 4-years of growing profitability; recurring revenue stream that covers 85% of their fixed cost base & are achieving 25% organic growth in their healthcare arm..all on a PER of 13, excluding the £6.5m net cash on the b/s. The shares have seen respectable gains of 65% since I made the observation last July.

While I wouldn't discount an investment in ACC at a point in the future - when/if they deliver as promised - I am only comfortable with an investment in one compliance based software company at the present time & believe IDEA offers a far better risk/reward opportunity.

All IMHO.

Regards,
GHF

[wolansm] 03/10/2013 19:59

Too buy or not to buy that is the question

[937huff26] 01/10/2013 19:30

Thanks for taking the time GHF.

[glasshalfull] 30/9/2013 17:57

Unsurprisingly no comments on today's trading update from this serial disappointer...below expectations.

Worth mentioning that the cash balance is also disappearing (& yes, I acknowledge they've spent a whack on their York development centre).


30/11/11 - £4.1m cash
31/05/13 - £3.2m cash
30/11/12 - £2.7m cash
31/05/13 - £2.3m cash
30/11/13 est.£1.2m cash

The Group is expected to report revenue of approximately £8.4m for the current financial year which represents revenue growth of 5% compared to the prior year but which is lower than current market expectations. The lower revenue, principally the result of weaker trading in one of the Group's divisions, is expected to result in the EBITDA for the year being lower than market expectations but ahead of the previous year.

Despite the significant investment in the York Development Centre on product innovation that is expected to drive growth for 2014 and beyond, cash flows remain robust with the year-end cash expected to be approximately £1.2m.


Good luck to any investors.

Regards,
GHF

[uuurrr] 27/9/2013 12:02

New head office...

By StockMarketWire | Fri, 27th September 2013 - 09:48

Access Intelligence has changed its registered office to Third Floor, Welken House, 10-11 Charterhouse Square, London EC1M 6EH.

[michaelmouse] 27/8/2013 08:58

hxxp://michae1mouse.blogspot.co.uk/2013/08/a-quick-commentary-using-audioboo.html

Signs of life?

Michael.

[michaelmouse] 15/7/2013 22:05

hxxp://michae1mouse.blogspot.co.uk/2013/07/access-intelligence-interims.html

You're not alone.

Cheers.
Michael.

[phoenix1234] 15/7/2013 18:02

Access Intelligence - interim results - let's not ignore all those costs shall we?

[dgwinterbottom] 15/7/2013 13:32

It would appear at least to be moving in the right direction!

[orado] 15/7/2013 10:25

greenp...

Wow! Thank 'eavens there's another P.I, was feeling very lonely. Shall be doing the same. This has, so far, been a bad holding for me.

[greenpastures2] 15/7/2013 10:05

No Orado, there at least two. I am sticking with it and will review things in a year's time.

[orado] 15/7/2013 09:29

Interim RNS

I sometimes wonder whether I am the only P.I in this company.

[lewis winthorpe] 05/7/2013 13:13

He's not the brother of chair, he was board member not voted back at last AGM.As a result he wants out

[smithie6] 05/7/2013 09:52

Ray Jackson that has just exercised some 3-4M shares options

exercise price not given

is he a brother of Micheal Jackson the chairman ?

if so...then is that a bit too cosey/handy ?
-----

in Micheal Jackson companies....perhaps a bit free and easy with share options and bonuses for himself and dirs.....

[dgwinterbottom] 03/4/2013 19:34

Glasshalfull - Many thanks for your explanation, as I too saw the rash of trades and wondered what was going on! Do not apologise for your theory, you could have been right on the other hand and I appreciate the experience of those like yourself who can see behind the "snow".

[glasshalfull] 03/4/2013 19:13

Pure speculation on my part when I noticed the movement of a quick and inexplicable rise in the shareprice.

I've now had a look at the trade data and it looks more likely that the stock has been the recipient of a tip...lots of smallish trades from 8am this morning & then a few investors unloading into the unrelenting buying.

Sorry if I gave out the impression of being one of those in the "know" on this occasion.
I'll grab my coat on the way out...

Regards,
GHF

[dgwinterbottom] 03/4/2013 16:17

Glasshalfull - what makes you believe there is a possible bid for the Company in the offing please.

[orado] 03/4/2013 11:58

wolansm
Same here -ages and ages.
10p I'd be over the moon.
6p (B/E) and I'd be off to pastures new.

[orado] 03/4/2013 11:58

wolansm
Same here -ages and ages.
!0p I'd be over the moon.
6p (B/E) and I'd be off to pastures new.

[wolansm] 03/4/2013 11:29

really Glass hope you are correct been here ages 10p would be fab 20p ecstatic, dont think will be ecstatic

[glasshalfull] 03/4/2013 09:04

Wouldn't be surprised if news is "out" of a potential bid for the company.
Rise has the hallmarks of a landmark contract win or bid...with insiders taking advantage of course.

Regards,
GHF