Accsys Technologies Share Discussion Threads

[emuphil] 18/5/2009 11:43

Good company, but agree with posts above, looking a bit pricey at the minute.

[andy] 13/5/2009 13:55

Holders should enjoy this article;

[937huff26] 12/5/2009 19:33

I agree, like the product but a long way to go in uncertain times 0.7 sounds right for a dive

[onlythebest2] 11/5/2009 14:28

I'll only buy into this at 0.7 - don't like the pricing here...

[tbow112] 10/5/2009 22:39

Is anyone able to provide the number or numbers of any AXS patents ?

[scrutable] 22/4/2009 22:32

SITIAIN - 21 Apr'09 - 20:23 - 1060 of 1060

....I have also heard there is a small bid rumour...


I have not heard it, but if true would not surprise me. There are precious few new global patents coming into view, demand already proven, which have such high volume potential, have universal relevance in every country, and are so timely a contribution to a major global problem. Large corporations are generally unable to stimulate a development of this nature - so this is natural prey.

Akzo Nobel has been nursing Accoya for the last 10 years through their subsidiary Sikkens Joinery (see RNS 3 Nov '05). It would be natural for them to think of swooping on the company once the technical risk had been eliminated, and it was easy to foresee a growing concern of global potential, and to do so before the company and product was visible on everyone's screen. Non-exec Gordon Campbell was once CEO of Courtaulds a world player in rayon textiles and other cellulose based industries. They too would have a natural interest in this development

[spudders] 16/4/2009 20:55

Good news, Accoya easier to obtain for end users in UK. Used to have a big problem getting hold of the material BSW was the only distributor, I believe in England. Timbmet are a good company & hopefully they will split packs. The buy a whole pack attitude was not very helpfull for small joiners/builders, hopefully things will change now. This is all imho :)

[scrutable] 16/4/2009 17:12

Sittain

Clearly from the paucity of posts here, few investors know anything about this singular company. The share price is probably responding to the opening scheduled for yesterday 15 April of a 60T 32 metre long main traffic road bridge for the A7 entering the city of Sneek, Holland, made entirely from Accoya wood, and guaranteed for 60 years..

Some of the rise could be in advance to FY results due in mid-June. They are likely to be good anyway but I expect them to surprise on the up-side.

The Q3 report in Feb was very strong with direct sales from the company's own production at Arnhem, Holland, up by 50% in value (33% in volume )compared with Q2. Since then they have arranged distribution through two giant N.American timber firms so that direct sales should still be accelerating. Nowhere in the world is wood used outdoors on the same scale as in N America for housing.

The recent option contract in Europe will hopefully transform into a production licence - as did the previous two option contracts in China and the Middle East. If so the option leads to a contract for 150,000cub.mtrs/pa and incurs a licence fee of E30m plus royalties of up to E3.3m/pa. Foward income has a very visible component from these licences which so far totals E130m spread across the planning, construction and commissioning periods of each, which for the smaller of the two projects al Rajhi is four years. The results will carry critical information re cash position. Heavy investment in capacity will have swallowed much of the E30m cash held at the Interim stage. The company will soon need to earn licence money from another contract to avoid raising new cash

The process is strongly patented and the only competition comes from traditional sustainable hardwoods. This development will help to slow down deforestation of original forests, and should benefit from natural support from the global green lobby.

On 17 March ,09 the company signed an agreement with a leading European panel maker to cooperate in applying the process to softwood fibres and thus improving MDF to make it suitable for outdoors.

[sitiain] 16/4/2009 06:36

wowo any rumours about why we are up so much ?

[andy] 08/4/2009 18:09

Recent CEo interview;

[asmodeus] 01/4/2009 16:37

However - up about 18% at close today :) Edit - Oh well, 12%.

[asmodeus] 31/3/2009 09:46

More good news (I think) this morning - and once again, the share price falls (2%) !
I've never known a share quite like this for disappointment after good figures/news.

[sitiain] 30/3/2009 08:34

great news today manufacturing license at last

[asmodeus] 24/3/2009 16:41

Good news? And what happens? They fall 20.2%!

[the big fella] 17/3/2009 13:31

D2 - yes at over 100 mil the mkt cap is still ridiculous, but not as ridiculous as when it was over half a billion.

[spudders] 17/3/2009 12:12

More good news. Maybe now the share price will rebound abit. :)

[dumbarton2] 28/2/2009 10:12

The share price keeps going into auction dont take notice of short term daily volotility. The trend is down market cap ridiculous.

[pelleeds1980] 27/2/2009 16:26

Big rise at the end here for some reason

[the big fella] 27/2/2009 14:07

Don't say you weren't warned.

THE BIG FELLA - 9 May'07 - 11:40 - 304 of 1045 edit


A quick reality check - mkt cap is well over half a billion at today's prices. That is a whole heap of hope built in. Good luck but not for me.

asparks - 9 May'07 - 11:45 - 305 of 1045


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

flyinghog - 9 May'07 - 15:35 - 306 of 1045


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

Fryern - 9 May'07 - 16:12 - 307 of 1045


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..................

[dumbarton2] 27/2/2009 10:00

Market cap is about 100 million with only 25% of that in cash. Long way to go down the co pe ratio was always too heady.

[onlythebest2] 23/2/2009 13:02

Guys - When is Accsys due to begin profitable production?