Accesso Technology Share Discussion Threads

[rivaldo] 18/4/2017 11:31

Nothing's been confirmed officially yet - it's just a line in a newspaper - so it's far too early for an RNS re a rollout.

Let's space the news out for maximum impact. First let's have an RNS when Universal deem it OK to reveal that Tapu Tapu IS actually Prism. Then they can confirm how well it's going etc. Then - after a suitable interval of successful working - no doubt there will be an RNS re a global rollout.

[spud] 18/4/2017 11:20

I understand the confidentiality which Universal prefer to adhere to but i'm still surprised that this wasn't deemed RNSable enough by the Company (i.e. rollout to all of a major North American theme park operator's attractions).

spud

[martinthebrave] 18/4/2017 10:33

Bought more first thing at 1670p. Hopefully, the Universal rollout will happen!!

[panic investor] 18/4/2017 10:29

added 20k worth first thing this morning, run your winners somebody said.

[rivaldo] 18/4/2017 10:20

Whitman Howard have just issued a note upgrading ACSO to Buy and increasing their target price to 2000p.

This follows the Ingresso acquisition and also recognises the blue sky opportunity in Asia and "an improving revenue mix of higher margin ticketing sales".

Where will they have to upgrade to following news of a roll-out across the Universal Studios attractions client base - 3000p?

[panic investor] 18/4/2017 09:45

I would have thought they get a cut of everything including cups of coffee upsold from the devices etc etc

[itchycrack] 18/4/2017 09:18

I would have thought this next leg up should take us close to the £20 mark or thereabouts - happy days indeed! :-)

[aimingupward2] 17/4/2017 16:47

What is the revenue model for Prism/TapuTapu? Has it been revealed? Will ACSO take an advance payment for each one but still retain ownership of them or simply rent them out? How will they get an income from their usage? Based on the detailed usage to which each is put by the wearer, or a flat daily rate?

[rivaldo] 17/4/2017 08:04

That's a fantastic find by 1001011. So now we have confirmation that:

(1) Tapu Tapu is definitely ACSO's Prism device, and
(2) "Universal plans to roll out the technology to its other theme parks."

Just great news, and this should provide the fuel for the next leg up in the share price. Hopefully soon ACSO will be able to RNS the launch of the Tapu Tapu device at Volcano Bay, along with suitably positive comments from Universal, and then later we should get a global roll-out announcement similar to Merlin's.

[spud] 16/4/2017 14:07

Now that the Merlin rollout is pretty much completed, it makes sense to proceed to the Universal implementation. Accesso simply hasn't the resources to work both together. spud

[aimingupward2] 15/4/2017 23:02

Spud, once the share price passes the 1700p peak, reached six months ago, then we're up and away and your 2017 price target will very likely be achieved. Prospects certainly seem good.

Thank you to the recent posters who have highlighted the Prism/TapuTapu applications and uptake. Post 2053 from panic investorwas particularly interesting and gave a fuller and better understanding of the scope and potential opportunities of this tech and thus income to ACSO.

[panic investor] 15/4/2017 21:05

Was thinking the same today spud - I think China will sort them out through peaceful means

[spud] 15/4/2017 20:25

In light of this news & provided N Korea doesn't paint the 6th Carrier Fleet red, I'm still standing on my price target of between £21-£23 for 2017. spud

[panic investor] 13/4/2017 18:11

Thinking the same myself Spud - something will have to be sold though which is a tough decision - this years results should sky rocket imho after the last year with r and d.Makes you smile really - you see these guys bringing out all singing and dancing prism and cloudtag couldn't bring out anything in over 4 years - not only that but acso don't say a damn thing until its working and finished testing !What a company !

[spud] 13/4/2017 16:38

Indeed - Here is confirmation in black and white. With Universal planning a total roll out, this is indeed 'almost' as exciting as the Merlin rollout. Time to buy some more methinks:


The Volcano Bay wristband was developed by Britain-based Accesso, which also makes the QBot handheld device that powers the Flash Pass virtual queue system at Six Flags parks. The wristband’s capabilities include proximity-based marketing, push notifications, cashless purchases, photo tagging, locker rentals and keyless hotel room entry. Universal plans to roll out the technology to its other theme parks.

spud

[panic investor] 13/4/2017 16:30

TAPU TAPU is definitely PRISM with branding added: identical to the presentation slides from Accesso

[1001011] 13/4/2017 16:12

An April 11 L.A. Times article on Universal's Volcano Bay has a line saying "Universal plans to roll out the technology to its other theme parks." This is corroborated by a January USA Today article: "Coup considers TapuTapu a major breakthrough and says that Universal plans to roll out the technology at its existing theme parks as well."

[rivaldo] 10/4/2017 08:41

N+1 Singer have today increased their target price to 1729p (from 1684p) after the Ingresso acquisition.

Interesting to see if Peel Hunt similarly increase their 2100p target.

[aimingupward2] 08/4/2017 20:59

Coo! Not short on ambition, certainly.

[supernumerary] 08/4/2017 20:30

I think somebody's going to need help....




;¬)

[spud] 30/3/2017 13:52

Pretty basic site, so i assume its substance over form:



spud

[alphabeta4] 30/3/2017 13:20

Personally I don't want to be taken out - the management has been superb here and I can't see anyone else doing a better job. As I see it there would be a short term gain with me then having a struggle to then find somewhere to be confident in achieving the same sort of return.

[supernumerary] 30/3/2017 10:59

Another stonking deal! I guess Steve Brown can make a good case to any independent CEO who's hesitating about accepting an offer - it's clearly turned out very well for him and his staff.

As for who'll take them out, I was reading a long and very interesting story in this week's Economist about Amazon. It struck me that while they're immensely strong in selling goods, both real and virtual, they don't have quite the same position with services. I can't imagine Bezos leaving it like that forever...

[aimingupward2] 30/3/2017 10:46

Numis have raised their rating to 'buy' from 'add' and increased their price target from 1730p to 2000p. Encouraging!