Accesso Technology Share Discussion Threads

[janeann] 19/6/2018 13:06

Thank you for explaining this at the outside for the more blonde amongst us!

[greyingsurfer] 19/6/2018 12:10

Well spotted Rivaldo, I'd missed the increase in shares!

[rivaldo] 19/6/2018 11:24

RNS - Kames Capital have been buying and have increased their holding, but their percentage holding has dropped due to an increase in the number of total shares in issue. Confusing huh?!

They now own 1,350,847 shares, which is up from 1,312,836 on 11th May:

[rivaldo] 18/6/2018 10:54

New interview with the CEO at an exhibition in Asia - some nice quotes, with the emphasis on ticketing in general rather than purely theme parks and attractions:



"We have a limitless set of markets to pursue"

"What are you talking about here at the AAE show?

We are a relative newcomer in Asia, we signed an agreement with Merlin a few years ago and are in the process of rolling out our ticketing solution to their 100+ attractions around the globe, including here in Asia. At the show we are reminding people that we are in Asia, we are serious about Asia, and we are effectively doing business in Asia in several countries. People want to work with someone that is already established and with a product that is tested in their country. So we are here, we have an office here, and we are making investments in the region."

"Can you update me on where accesso is headed next?

In the last 3-5 years, ticketing has really changed a great deal.....Now I don’t know what ticketing looks like 3-5 years from now, but I’m pretty sure it’s not the way it looks today. We have to stay focused on the technology, but also stay focused on where the customer is. We want to be there making that guest journey easier."

[rivaldo] 14/6/2018 09:04

Nice - already another £270,000 or so of buys in two tranches at 2755p this morning.

[rivaldo] 12/6/2018 11:03

Yep - up to around 2.822m shares/rights now and 10.44% in total.

I calculate BlackRock have bought another £2.3m or so of shares since their last disclosure.

[spud] 12/6/2018 10:47

BlackRock again :-)spud

[itchycrack] 11/6/2018 20:54

Big trades are likely to be Protected Trades, accumulated over a considerable period of time. As for top slicing - nope, not me! I did that before and the price doubled! :-)

[aimingupward2] 11/6/2018 17:26

No they haven’t, PJ. The total sales recorded all day doesn’t amount to 5000.

It is much more likely that the buyer’s intention had been known to market makers and they have been quietly accumulating stock for a while to fill the order. I very much doubt that those who have sold recently did so in the ‘knowledgeR17; that there was anything particularly limiting re ACSO; more likely they felt satisfied with gains made and either needed to raise cash or thought they saw a better opportunity elsewhere.

[pj0077] 11/6/2018 17:08

Someone today also knowledgably sold £4.1million of Accesso shares.So who's the wiser - the seller or the buyer?

[aimingupward2] 11/6/2018 14:57

If you extend the line drawn through the peaks of Sept' 16, May '17 and Nov'17 it looks like we may have broken out above that into 'blue sky. Yet to be confirmed, but if it is then I wouldn't top slice. As I said above, someone is knowledgeably confident enough to invest heavily, so I wouldn't lightly bet against them.

[supernumerary] 11/6/2018 14:43

spud - certainly is, but with what aim in mind is the question...

[fredfishcake] 11/6/2018 13:53

Anyone else thinking of topslicing? This is a great company, but a P/E of 41 (per Stockopedia) is pretty stretched....

[spud] 11/6/2018 13:03

Stakebuilding...?spud

[aimingupward2] 11/6/2018 12:57

Very encouraging indeed. You don't put that sort of money into a company's shares unless you are not only confident but, I would say, knowledgeably confident.

[rivaldo] 11/6/2018 10:15

Wow - looks like around £4.1m of shares just bought at 2735p in two 100k and 51k purchases.

[rivaldo] 06/6/2018 09:10

Yep, good to see BlackRock buying - their holding fluctuates up and down but overall is increasing and is now up to 10.13%:

[spud] 05/6/2018 16:10

BlackRock :-)spud

[janeann] 05/6/2018 08:49

yes performance has been very impressive given we are breaking new highs. wish I understood all the duplicate trades tho.

[rivaldo] 05/6/2018 08:44

There does seem to be huge institutional interest in ACSO.

I note this morning that Merlin are today holding an Analyst Event "providing further details on its new brands - Peppa Pig World of Play, Little BIG City and The Bear Grylls Adventure". This should indirectly also spread the word about ACSO given the roll-out of ACSO's systems across the Merlin group.

Merlin also today "confirms the roll out of its first five Peppa Pig World of Play attractions. The first attraction will open in Shanghai's LC Mall in late 2018, whilst four further sites have been secured in Beijing, Dallas, Michigan and the New York area, and are planned to be opened before the end of 2019.

As previously announced, Merlin expects to open The Bear Grylls Adventure in Birmingham, UK and Little BIG City - Beijing later this year."

More grist to the mill for ACSO from all of the above.

[aimingupward2] 04/6/2018 16:27

Too much to wade through, rivaldo, so not enjoyable - especially as there doesn't seem to be any heading referring to the criteria for inclusion in an MSCI index. you'd have thought they would have made it clearer.

Edit: More interestingly, someone with very deep pockets and plenty of confidence, has just bought 104,549 shares at a shade over £26.43, i.e. over £2.76m worth. And that when the share price is not only on an all time high but touching an upper trend line through three previous highs.

[rivaldo] 04/6/2018 09:14

Au2, it must be somewhere here - enjoy :o))

[aimingupward2] 02/6/2018 10:46

I cannot find any statement of what the criteria are for inclusion in an MSCI index. Does anyone know?

[rivaldo] 01/6/2018 12:18

Cheers - the MSCI inclusion is certainly good news, though imo there's more to this rise than that.

[pireric] 01/6/2018 09:59

Not while they are AIM listed it's not, hence why Asos aren't in it