Accsys Technologies Share Discussion Threads

[asparks] 11/5/2007 10:27

thanks azalea. possible also some friday profit takers

[azalea] 11/5/2007 10:25

The euro 3.55 are buys not sells, 2500 are mine. Fears of a interest rate hike by the ECB is putting a downer on EU share prices. The spread has narrowed nicely.

[asparks] 11/5/2007 10:20

why the drop.....?

[azalea] 11/5/2007 10:05

Adding to all I have posted on AXS previously,the real clincher for me as to where this share is going, is contained in the write up by the IC (22/3). "The wood coming from Arnhem has exceeded the company's expected quality standards and its versatility and strength is illustrated by the fact that the first batch has been earmarked for LINING CANALS in HOLLAND"(my caps). DYOR

[jakleeds] 11/5/2007 09:34

When I first came across Tanfield, I must admit that my initial reaction went something along the lines of: milk floats, where's the money in that? Who on earth gets their milk delivered these days? Thankfully, though, I delved deeper and liked what I saw. As a result, this little gem made it into our recovery stocks feature last year ('21% off', 21 July 2006). And what a star performer it has been. Tanfield's electric vehicles have proved to have uses beyond carrying milk. In fact, as companies scramble to boost their green credentials, its electric vehicles have been much in demand. The shares were at 24p when we plugged them last July, now they're changing hands for 133p - admittedly, they're not quite a 10-bagger just yet, but they are halfway there.

So, how did I come across Tanfield, and how do you go about finding the next hot recovery prospect? Well, I wish it were as simple as stock screening, but unfortunately it isn't. The research that brought me to the 10 recovery picks - most of which have substantially outperformed the FTSE All- Share index - consisted of good, old-fashioned hunting around. For example, some of my favourite sources of recovery stock ideas are the holdings of UK special situations funds, which you can find on www.trustnet.com. In fact, this was exactly how I first discovered Tanfield - it was one of the largest holdings in New Star Asset Management's special situations fund.

Repeating this research today, Tanfield still features heavily. But a new name has also caught my eye: Accsys Technologies. Accsys, which floated on Aim in 2005, has come up with a method of treating soft wood that makes it strong enough to replace tropical hard wood. This story has echoes of Tanfield's green angle: soft wood is grown in sustainable forests, while tropical hard wood is an environmental no-no.

Add to this the fact that China appears to have developed an insatiable appetite for timber, as well as everything else, and Accsys looks very interesting indeed.

[cambium] 11/5/2007 09:14

jak, any chance

[asparks] 11/5/2007 08:36

jak - why not post it on the board?

[jakleeds] 11/5/2007 08:34

Asparks, I'll email it to you if you leave your email address on here.

Ta

[asparks] 11/5/2007 08:31

jak pls could you post the text if it is not too long to type in thanks

[jakleeds] 11/5/2007 08:29

Featured in the IC as possibly the next Tanfield

[asparks] 11/5/2007 08:28

and she keeps on rising!

[azalea] 10/5/2007 21:30

The EGM on the 15/5 when the agreement between Celanese and AXS will be ratified, thus setting in train the benifits contained therein - U.S. company Celanese taking a 5.5% stake in AXS with the option of buying up to 29.9%, whilst AXS can sell its patented process to customers who will be supplied directly by Celanese with the necessary chemicals, thereby avoiding the costs involved in sourcing supplies themselves. The latter should be a big selling point for AXS and thereby enhance its potential for capturing both existing and new contracts on a global basis.

[metraco] 10/5/2007 18:53

two trading days for what azalea?


metraco

[azalea] 10/5/2007 15:44

I have doubled my holding again with the deal just two trading days left.

[basketbob] 10/5/2007 09:39

Thanks Fryern,

I have emailed the co. for cost comparisons.

[roughjustice] 10/5/2007 09:26

The amount of free available shares in this company must be tiny now considering director holdings and recent fund purchases and Celanese.

[azalea] 10/5/2007 09:25

"In place of treated woods"? That is exactly what the Accoya treatment does, it treats softwood with a chemical to make it tough as some hardwoods which are very expensive and often protected.

The treated wood anti termite and environmetally friendly has huge applications in building construction markets especially in the USA where many house exteriors are faced with wood(clapper board).

"Where there is little interest in the longevity of the product". In which the product will have even greater application in the new build market.

[fryern] 10/5/2007 09:17

try

www.titanwood.com

It anything you use wood for including boats/bridges/decking/fencing etc etc

Not qualified 'in the ground' ie posts. But I guess at least 20 years

[basketbob] 10/5/2007 09:05

Hi, I'm new here.

This looks an interesting product.

I've just been having a quick look at the website :-
Not a great deal of information there about the product. Are there any projected cost comparisons of the finished product with PVC/hardwood?

The website states "Consumers now have the opportunity to choose a new wood that is both non-toxic and derived entirely from environmentally managed, sustainable forests in place of treated woods and tropical hardwoods."
While this may be the case in the replacement window market, cost is going to be a major factor in the new-build market, where there is little interest in the longevity of the product.

Bbob

[azalea] 09/5/2007 17:44

Let's not forget the following stake increases

14/11/06 Rathbone Inv Man by 1m ( 8,143,800 - 5.86%)

22/11/06 Oak foundation USA by 3.5m. (12,009,586 - 8.63%)

23/4/07 Rajhi Hlds by 2m ( 9,000,000 - 6.40%)

23/4/07 UBS by 1m ( 6,156,453 - 4.41%)

[fryern] 09/5/2007 17:12

Big Fella

You've got it WRONG

Fast growing wood will replace horrid PLastic

It's strong, it has numerous uses

Your imagination is your limitation............

It's now in Sikkens high class paint

Asparks you are spot on

This is the beginings of a $100b+ industry and it's GREEN

and hardly anybody knows about it..................

[flyinghog] 09/5/2007 16:35

It is still a lot of future earnings! The IP had better be watertight and the market growth in next twelve months huge.

[asparks] 09/5/2007 12:45

big fella it trades in euros - so the figure is closer to 350 mill quid.