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Share Name Share Symbol Market Type Share ISIN Share Description
Access Intelligence Plc LSE:ACC London Ordinary Share GB00BGQVB052 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 154.00 153.00 155.00 154.00 154.00 154.00 4,500 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 19.1 -5.7 -7.1 - 196

Access Intelligence Share Discussion Threads

Showing 1851 to 1874 of 1975 messages
Chat Pages: 79  78  77  76  75  74  73  72  71  70  69  68  Older
DateSubjectAuthorDiscuss
25/6/2015
19:15
Hawk Investments? Kestrel Holdings? Both Birds of Prey, wonder if there is any connection????
dgwinterbottom
25/6/2015
13:42
Kestrel Holdings now own over 9% of the shares. Interest in the company certainly seems to have perked up.
squibno1
24/6/2015
16:03
Thanks Michael for your continued insight. I've just increased my holding - the share price was way depressed since they stopped divis, but as noted they're largely cash generative with or without returns on the R&D investment so, assuming they can scale operations accordingly there's a paper profit in there to be had (worst case) or an ROI (best case)... Keep looking at the marcap and can't help have grand hopes for this share!
jimbobtechstock
23/6/2015
16:14
Seems to be a Channel Islands company with a single owner - Susan Morton - husband is a director of Hawk too. Probably a tax avoidance/inheritance planning wrapper for personal holdings.
longshanks
23/6/2015
12:54
Any views on Hawk making an investment?
squibno1
31/5/2015
19:11
hTTp://michae1mouse.blogspot.co.uk/2015/05/intelligent-choices.html Michael.
michaelmouse
29/5/2015
11:04
I agree. The wording of the annual report indicates that dividends will be reinstated soon.
longshanks
29/5/2015
10:57
Interesting to project forward here. If they cut development spend even by £1m from £4m to £3m per annum, revenues increase modestly and you add back around £800m for impairment of intangibles then adjusted EPS is somewhere between 0.6p-0.8p. A p/e ratio of 12 then gives an share price somewhere between 7p-10p. In reality I would expect development spend to fall more significantly and revenues to increase more robustly. Worth playing with the figures. I expect the company at this point would reinstate dividend payments as well given it's cash generative nature. Michael.
michaelmouse
29/5/2015
10:29
longshanks - The potential acquisition would make a great fit with AIMediaComms wouldn't it? Happy to be corrected though. I think you are right about astute management. Building up the company in a measured manner. Very sensible low key approach. I share your thoughts about the trade sale in a year or two's time. Cheers. Michael.
michaelmouse
29/5/2015
09:29
Thanks for that Michael - and all your other research.I bought in yesterday (managed to steal a few which were available at the bid price).I have to concur with you.Looks to me like they have now completed what has been a fairly long process of repackaging all their products. Investment requirements should now reduce substantially and cash flow and EBITDA should be in for a sustained upward trajectory.The management seem astute too - and focussed on what makes "shareholder value". I wouldn't be surprised if we see a trade sale of the business for a good multiple of the current share price within the next year or so because of the VCT involvement.The proposed acquisition doesn't look a natural fit to me. It is SaaS but it doesn't seem to fit with the Governance niche they have carved. Does it to you?
longshanks
29/5/2015
08:44
Michael Jackson (chairman) holds around 24% of the shares directly and indirectly through Elderstreet Investments. Michael.
michaelmouse
29/5/2015
08:27
Totally friendless at the moment longshanks, although I can't imagine that will last too much longer. Gross margins here are 72% and recurring revenues make up most of the £8.5m revenue reported for 2014 (77%). They are loss making at the moment, but this is because of the considerable investment they have been making in product development in recent years which will come to an end this year. In the past two years alone they have spent around £4m each year on product development. Access Intelligence is cash generative and should start to grow more strongly over the next few years. Given the conditions I've described above, it is not too difficult to envisage the huge transformation and positive effect that the paring back of development spend will have on their profits. Imo, as with many micro-caps, it is one to accumulate whilst there is little interest. Also noteworthy is that a potential acquisition is on the cards:- hTTp://uk.advfn.com/news/UKREG/2015/article/67052771 which could be further earnings enhancing should it come to fruition. Finally, it is worth having a look at their client base which is wide and impressive. Consider all this against a market cap. of just under £7m. Michael.
michaelmouse
28/5/2015
20:16
Has this no friends left?
longshanks
30/4/2015
08:35
not forgetting - K3 Business Technology Group PLC has acquired Willow Starcom Ltd from Access Intelligence PLC for GBP1.8 million in cash, the two AIM-listed companies said in separate statements Tuesday. The deal, which sees Willow exchange hands free of debt and cash, will bolster K3's earnings in the company's first full year of owning Willow, K3 said. Willow was established in 1990 and is based in Greater Manchester, in North West England. It is an IT support services company with cloud computing capabilities. In the year ended November 30, 2014, Willow generated GBP2.7 million of revenue, earnings before interest, tax, depreciation and amortisation of GBP370,000 and pretax profit of about GBP100,000. It had about GBP900,000 of net assets at the end of that year.
squibno1
30/4/2015
08:27
Access Intelligence plc logoSanlam Securities restated their buy rating on shares of Access Intelligence plc (LON:ACC) in a research note issued to investors on Wednesday. The firm currently has a GBX 7 ($0.10) price target on the stock.
squibno1
13/4/2015
08:21
Zzzzzzzzzzzzzzzzzzzz
orado
10/12/2014
07:22
It would appear Michael jackson bought 1m shares in two tranches yesterday (700k & 300K)according to RNS.
dgwinterbottom
09/12/2014
16:55
Anyone know why the spike today.
approach3
21/11/2014
13:16
Any PIs here. This has been a right load of white.
ih_403612
21/7/2014
20:26
Yes, Michael Jackson (Non-Executive Chairman) has picked up another 500,000 shares at 2.9p. Michael.
michaelmouse
19/7/2014
20:55
Junglist - Yes Elderstreet hold 14%. Some hefty buys again on Friday. I'd be very surprised if it's not one or more Directors buying again. Michael.
michaelmouse
19/7/2014
10:27
He holds more than 10% mickey through the investment vehicle he founded Elderstreet. Elderstreet look as though they are pretty good on the MBO scene.
junglist
19/7/2014
09:49
hTTp://michae1mouse.blogspot.co.uk/2014/07/updates-acc-avs-and-avn.html Michael.
michaelmouse
17/7/2014
08:45
Yes 1lf I know the sector fairly well which is why ACC became an interest and got into my portfolio. There is a sea change especially in financial sector away from "tick box" compliance towards having audit trail showing active management of compliance issues and eg proving that employees were properly briefed rather than getting a read receipt for an email and forcing them to [get their secretaries] to watch compulsory briefing videos etc. The market will always be niche but potentially lucrative looking at the billing models for comparative products. There is a raft of smaller businesses I expect ACC will either compete against or perhaps acquire over time (metacompliance, comprobo) and then overseas listed rivals like SAI global. My estimation that there is a growing market for the software - as well as parallel markets such growing software companies could expand in to - is why I'm relatively relaxed about losses now. Also whilst most results statements are indeed filled with smarmy BS written on a happy pill whilst wearing rose-tinted glasses from what I've seen of ACC it looks like a company with reasonably grounded and realistic outlook and prospects - again all just my personal opinion and I'm definitely not suggesting people jump on without looking very carefully at the company.
jimbobtechstock
Chat Pages: 79  78  77  76  75  74  73  72  71  70  69  68  Older
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