Accesso Technology Share Discussion Threads

[rivaldo] 27/4/2017 13:56

Another £550,000 of net buys so far today...

[panic investor] 26/4/2017 20:33

You've been in this longer than me but I find this next 3 months could be the most exciting ever - seems like everything is coming to fruition and the money should clear all debt ..... then motor into Asia

[spud] 26/4/2017 19:47

Yes it's within the top 5% imo. spud

[panic investor] 26/4/2017 18:15

Just thinking - as far as defensive stocks go does everybody else on here conclude like me this must be up there ?

[spud] 26/4/2017 15:22

Yup, all set fair with new highs being achieved daily. spud

[rivaldo] 26/4/2017 14:06

Six Flags have this afternoon announced an "excellent start" to 2017 and a likely "record season":



“Our 2017 season is off to an excellent start with solid attendance growth through this past weekend,” said John Duffey, President and CEO. “With a 17 percent increase in our Active Pass Base at the end of the quarter, a new water park opening in Mexico and the best line-up of new rides and attractions in the company’s history, we are very well-positioned for 2017 to be another record season. We remain confident in our ability to achieve Project 600 in 2017 and continue to drive toward our long-term aspirational goal of $750 million of Modified EBITDA1 by 2020.”

[carcosa] 26/4/2017 09:37

aimingupward2: That news is a few weeks old and discussed by Accesso as recently as a few weeks ago. On a related item, Legoland in Gangwon Province, S. Korea, is years late and may not even be completed!

Carcosa

[aimingupward2] 26/4/2017 09:22

"Merlin Entertainments (“Merlin”; or “the Company”), one of the world's leading visitor attraction operators, announces the opening of LEGOLAND® Japan, the second largest theme park market in the world. Ideally positioned for Japan’s population of 127 million, the park is located in Nagoya, Japan’s third-largest city."

More opportunity for ACSO then!

[alphabeta4] 25/4/2017 15:14

As others have touched on looks like a breakout in progress, lots of trades going through after 6 month consolidation. I suspect looking at around £20 for this leg being the previous high then adding an extra 6 months of earnings plus the acquisition.

[panic investor] 25/4/2017 12:07

Some lumpy trades going through today - can currently sell for 1750

[rivaldo] 24/4/2017 12:35

Cheers Shanklin. Another net £400,000 of buys so far today (excluding the two 40k trades at 1725p).

[shanklin] 23/4/2017 15:15

Further to rivaldo's post 2064, Research Tree include the following in an e-mail they sent out on Friday re last's week's trending equity research

Earnings upgrade following acquisition
Accesso Technology (ACSO) | Whitman Howard, 17 April

"Following the recent acquisition of Ingresso we upgrade our estimates by c10% in 2017. Ingresso owns and operates a software platform which enables sales through global third party distribution channels. This looks another smart acquisition by ACSO who continue to create a more efficient flow in the extremely fragmented leisure and ticketing industry. We increase our T/P to 2000p and upgrade to BUY..."

[x54v] 21/4/2017 16:20

A little push higher and this will breakout from the wide consolidation.

About time for another strong move up. The last one was multi-month and very convincing.

[wildchild] 20/4/2017 22:38

Hoping for a breakout here in the next few days. Looking good.

[aimingupward2] 19/4/2017 10:01

Thanks rivaldo.

[davr0s] 19/4/2017 09:50

Pro-rata it's on course for a good daily volume and Minervini himself says that volume doesn't always kick in at the open. We will see but taken my brain out and bought the break

[rivaldo] 19/4/2017 09:39

I assume Robbnw is talking about this from the Telegraph, where Giles Hargreave gets rather excited about ACSO (although the excerpt does concentrate on "old" rather than "new" ACSO):



"Giles Hargreave, manager of Marlborough UK Micro Cap, which invests in small companies and is one the list of The Telegraph’s 25 favourite funds, said: “Analysing an Aim share is no different to analysing any other company.

“We are looking at all those usual tests which demonstrate a company’s strength.”

Differentiation

Start-up companies need to offer something unique if they are to triumph in their field.

For example, Mr Hargreave is excited about Accesso. It has created technology used in theme parks, which is designed to help visitors better manage their time and get the most out of their trip.

Guests can pay for a Qbot device, which puts them in a virtual queue for a chosen attraction – it vibrates when it is their turn and they go straight on the ride.

The founder came up with the idea after he queued for a rollercoaster for two hours only for it to break down when he got to the front of the line.

The firm can charge a high margin as there is no competition and its customers will be loyal because moving to an alternative, unproven system would be too risky."

[bestace] 19/4/2017 09:26

Needs more volume to be considered a Minervini type breakout IMO

[aimingupward2] 19/4/2017 09:24

Robbnw, could you give a summary of what was said in the Sunday papers please?

[davr0s] 19/4/2017 08:41

Yep - I bought in today. Classic Minervini vcp breakout

[someuwin] 19/4/2017 08:39

Ready for a move up.

[panic investor] 18/4/2017 22:35

Some people still don't get this company and what it does - hTTp://player.vimeo.com/video/209631373

[robbnw] 18/4/2017 22:24

Good write up in the Sunday papersA buy in my opinion

[apad] 18/4/2017 22:09

I'm not sure that patents are the issue.

Software is compiled code, so patents are relatively unimportant. Protecting the source code is the safest way of retaining intellectual property.

Development over the years produces more and more function and efficiency. So, patents can be simply a sort of PR statement. Many companies with class software don't have patents at all. Much of a programer's time is spent annotating the source code to explain what it does. A friend estimated that he spent three times as long explaining the code as writing it.

There may be something I don't know about with ACSO, but those are the general principles. Certainly, if ACSO's code can be easily copied it has a problem.

apad

[supernumerary] 18/4/2017 21:04

Yes, but look here - there's obviously a Disney/Ingresso relationship:



No flies on Mr Burnett ;¬)