Accesso Technology Share Discussion Threads

[muffster] 17/3/2019 08:02

Wonder what the news on 27th will bring. Possibly see that they've decided to change accounting models and reduce capitalization limit. Those capitalised development spends are growing larger.

[1001011] 16/3/2019 18:48

Re: Article... Future organic growth can come from the same way it did in all of the non-acquisition years: By a customer expanding its use of the product from one location to more/all locations. Right now the most lucrative possibilities lie with Universal Theme Parks and Carnival Cruises; and the current P/E makes holding until a growth event quite viable.

[1001011] 16/3/2019 18:47

Lowest volume week in a while

[ali47fish] 16/3/2019 16:27

tsmith2- how do you explain the buying with share price hardly budging?

[apad] 15/3/2019 16:08

hxxps://knowledge.sharescope.co.uk/2019/03/12/screening-for-my-next-long-term-winner-accesso-technology/

apad

[tsmith2] 14/3/2019 12:52

And again today. A matter of time before this moves up sharply imo

[tsmith2] 13/3/2019 16:50

Lots of buying today

[helpaargh] 12/3/2019 17:53

Volcano Bay and Tapu Tapu problems now ironed out it seems. All good 5 star reviews now.

Customers recommending Tapu for other parks.

[helpaargh] 12/3/2019 17:41

hxxps://accesso.com/news/accesso-carves-further-into-the-ski-industry-with-innovative-ecommerce-solution-for-ski-resorts

[1001011] 12/3/2019 17:21

More cross-selling in today's press release. Siriusware software for on-site and Passport software for online.

[1001011] 12/3/2019 15:22

Would have fared better in large index funds compared to Ennismore's recent performance (Morningstar UK ). Part of why 2 of their 3 funds are closed to new money. They're finding it hard enough to come up with enough market-beating short ideas as it is.

[horndean eagle] 12/3/2019 08:57

Im slightly talking my own book here as I am invested in an Ennismore Fund. I have seen the amount of the work they do on the short side. Not always right of course but they rarely jump on bandwagons for the sake of it. Doubt the Peel Hunt had any influence on their short position.

[1001011] 11/3/2019 22:52

Ennismore opened on the 4th and added a bit on the 6th. The 4th was the day Peel Hunt finally got along to recalibrating their price target. If Ennismore is taking their lead from Peel Hunt, it's not their most diligent work. :^P Their long-short Fund has 82 longs and 83 shorts ( ). Plenty of opportunities for hits, misses, and everything in between.

[horndean eagle] 11/3/2019 19:59

Ennismore are now short ACSO. Looks like they are pretty late to the party but they are generally very shrewd cookies. Id always be a little concerned if they turned up on the short side of an investment I was on. FYI.

[1001011] 11/3/2019 15:03

The point is that ever since Six Flags introduced its All-Season Dining Pass (which is sold primarily through accesso Passport on Sixflags.com), food queues have become almost as bad as ride queues. As Six Flags moves more in-park spending from the registers to digital platforms, it creates more potential opportunities for accesso to generate commissions.

[1001011] 11/3/2019 12:40

Six Flags is rolling out food ordering through the Six Flags mobile app in 2019. Time will tell if the back-end is connected or not to accesso Passport...

[1001011] 07/3/2019 12:34

Cruise Critic - February 26, 2019
Live From Caribbean Princess: Cruising With An Ocean Medallion


"Love reading travel news reports on #OceanMedallion that are coming out this week — they are a rave! @CruiseBusiness and I agree. It’s changing the way we cruise in such a good way. #cruise @oceanmedallion"

[1001011] 07/3/2019 12:13

Huge upgrade by Crescenter. Just two weeks ago he targeted 4 pounds (#3832).

[crescenter] 07/3/2019 09:19

Heading for sub Six Pounds.

[supernumerary] 06/3/2019 11:02

There's also been a lot of development expenditure to roll out Merlin worldwide, to integrate the various acquisitions, to complete the Ocean Medallion programme, to develop the queue-less theme park idea, and no doubt lots else besides. So now seems like an entirely appropriate time to take a hard look at what happens over the next few years. I have every confidence the management will come to the right conclusion.

[tsmith2] 06/3/2019 10:58

Meaty buy reported

[hatfullofsky] 06/3/2019 10:47

1001011 - Thanks for the reply I agree cashflow is strong (H2), now reviewed the Lloyds situation which gives me confidence.

[1001011] 06/3/2019 10:28

hatfullofsky, they have a long record of positive full year cash flow and EPS. ( ) Based on the trading update, 2018 EPS (cents) should be in the 30s or 20s. Further, they can borrow up to $60m from Lloyd's. The increase in development expenditure is mostly related to 2018 being the first full year of TE2 The Experience Engine R&D post-acquisition. Further, the core revenue from Six Flags and Merlin comes from long-term contracts for the existing ticketing software/virtual queue devices.