Accesso Technology Share Discussion Threads

[gleach23] 24/4/2018 17:07

3 further hefty trades reported at 15.52 amounting to 150k shares...more offloaded by Brown?

[lomax99] 24/4/2018 13:34

ali47fish - bought a small amount just now at £20.18, will add sub £19.20 if I get a chance. More recent LTBH for me, unless story changes.

[spud] 24/4/2018 09:57

Current in Spain atm but left Conditional Limit Buy orders with my broker at £20.50, £19.90 & £18.60 in 1k blocks. Looks like the first was filled at £20.30. More than happy to see the others filled as well if the price continues down!spud

[rivaldo] 24/4/2018 09:30

N+1 Singer have today significantly INCREASED their target price to 2453p (from 2181p).

They've also increased their 2018 revenue and PBT forecasts by 5% and 4% respectively. This increase is less than they originally anticipated, as they've been conservative since Queueing was flat in 2017 due to abnormal weather conditions and limited visibility of sales momentum in the recently acquired businesses.

It's good that Singer have been conservative, since any sort of reasonable weather this year could lead to quite a strong beat of expectations.

On the other hand. the prudence has presumably led to a few small sales this morning. The markdown seems completely out of proportion to the tiny volumes today.

And it also ignores the substantial increase in the target price due to the forecast upgrades, with commentary about robust ticketing growth and "significant opportunities in multiple verticals/geographies", with acquisitions fulling growth and transforming ACSO into a "broad-based provider of customer experience management solutions".

[ali47fish] 24/4/2018 09:30

iomax let me know when before you do- bought earlier and nedd to average!

[shanklin] 24/4/2018 09:14

Presumably the drop is down either to some very messy selling or another acquisition related placing?

[lomax99] 24/4/2018 09:00

SP softening, another decent dip and I will be topping up.

[strollingmolby] 24/4/2018 08:51

Thanks for reminding me, John. And good luck with the top-up!

Happy to take further suggestions for the header.

[melton john] 23/4/2018 14:30

Anyone who hasn't seen the PIworld video, StrollingMolby has put the link in the header. Worth a look.

[melton john] 23/4/2018 12:31

I had to force myself not to buy even more TSTL so I bought the dip here instead.

[janeann] 21/4/2018 16:37

FWIW acso listed in the Telegraph as one of 5 thriving UK tech firms worth backing

[spud] 19/4/2018 20:30

A closet baker! Who would have Adam & Eve'd it...?spudPS I think Super's nailed it.

[janeann] 19/4/2018 18:44

a very pmarket cake shop I believe - remember seeing some info about it - cant recall where it is or where the info was.

Lot

[1traderjoe] 19/4/2018 18:35

What’s his new venture?

[supernumerary] 19/4/2018 18:26

Wild - to respond to your earlier question, it's possible Steve Brown has been selling to fund his new venture. Whilst on the board he would have been very constrained.

[wildchild] 19/4/2018 18:21

800k volume today, and some big trades at 2000p. My buy at 2300p not the best timing.

[rivaldo] 19/4/2018 07:33

This new interview, with the creative producer in charge of the guest experience at Universal Orlando Resort, confirms Tapu Tapu is "getting better and better" and is the future of theme parks/attractions:



"Siggelkow: How are you using the information you’re gathering from your guests to think about new attractions or amenities?

Merz: Universal has opened their third theme park in Orlando. It’s a water park called Volcano Bay, and it’s a full-day resort experience. We introduced a new RFID wristband that every guest gets as they come into the park. The park has a tropical theme to it, and the wristband is called Tapu. It has a longer-range, two-way communication and a little screen on it. For guests, this wristband personalizes their day to the attractions that they want to go see.

Unlike FastPass or other types of ride wait-time systems, this one responds in real time to the rides you want to go on. You’re free to enjoy your day as you’d like, and the band will tell you when your ride is ready to go or if your ride is available sooner than you had planned. You’re not spending your day waiting in lines. You’ve expressed your preferences upfront. The system knows that, monitors that and creates a hassle-free experience.

It was a big challenge for Universal to do this, and it took an army of very technical people to sort through the logistics of how to manage such a large group of people in real time. The experience just keeps getting better and better as they learn more and refine the algorithms that direct people.

Terwiesch: How do you find out about guests’ needs?

Merz: In a lot of these experiences, you can infer certain data. But for the most part, when guests are going to a park, they’re very deliberate about the types of experiences they want. Even with this technology, there are multiple ways that guests can express their interests.

They can go through the Universal app. They can engage with the team members when they arrive, and the team members have different tablets that they can update preferences with. The nice thing about it is that as soon as the guest is identified, the system can immediately present to the team members previous information about this guest in a very quick, digestible manner. The team member can respond in a more personalized way rather than having to ask a whole bunch of questions about their day. The team members can see it all on a dashboard.

“The wristband is called Tapu Tapu. It has a longer-range, two-way communication and a little screen on it.” –Eric Merz

In the theme park industry, there has been a challenge in providing guest service. If you compare the experience of actually being in a park versus the process of planning a vacation — all of those online clicks and selections are tracked. That informs the website on how to respond and offer up the right information. The more guests are engaged in that online process, the more we get to know those guests so we can offer up things that would be of interest to them. It’s a really dynamic, one-to-one interaction.

Contrast that when they get to the theme park. After they’ve had this really rich, personalized experience, they get into the parks and they’re anonymous to the operators. They’re just people coming through. As much as through customer service and training you try to create those human moments and engage with them, you still don’t know enough about them. That’s where, as an industry, we’re hoping these technologies allow us to know more about the guests as they approach, as they engage in our attractions, as they engage with the team members directly.

etc"

[1001011] 18/4/2018 20:28

Chartists. As soon as it went below 2230, the chart traders expected it to head toward 2075 before something bounces it back into the 2200s and 2300s.

[carcosa] 18/4/2018 17:00

GBP/USD Exchange rate?

[wildchild] 18/4/2018 15:20

Anyone seen any reason for the weakness here, other than the Director sale?

[aimingupward2] 12/4/2018 09:11

- and then there’s the future involvement in the medical field, which doesn’t even get a mention.

[lomax99] 12/4/2018 08:09

Shares article today 'Priced for Perfection' on high PE rated stocks, mentions Accesso as deserving its premium rating:

AND TWO WHICH JUSTIFY A PREMIUM

Accesso (ACSO:AIM) £22.75 Forward PE: 42

A price to earnings multiple of around 40 would normally scare off most investors. But attractions ticketing and queuing software supplier Accesso Technology (ACSO:AIM) is no ordinary company.

Since 2012 it has seen revenue soar from $46m to $133.4m, including last year’s (2017) 30% jump, and has an equally impressive record on profits. It has been free cash flow positive in every one of those years.

Analysts anticipate future compound annual growth of about 18%, which puts it one track for $215m of revenue by 2020.

Accesso has cleverly worked out how to leverage its technology platform, providing solutions for everything from buying tickets, queue-busting, merchandise purchasing and more. It has some very big-name clients (Merlin (MERL) and Six Flags, for example) and emerging opportunities across Latin America, the Middle and Far East, including China.

Accesso is also applying its tried and tested solutions beyond its core theme parks to sporting events, music gigs, ski resorts, museums and theatres, of which there are thousands of potential new operators and venues.

Expect a steady stream of acquisitions to continue to bolster increasingly reliable organic growth in the future. (SF)