Share Name Share Symbol Market Type Share ISIN Share Description
Accsys Technologies Plc LSE:AXS London Ordinary Share GB00BQQFX454 ORD EUR0.05
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.30 -0.32% 93.20 92.40 94.00 94.00 93.00 93.20 272,067 16:35:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 64.8 -6.6 -4.3 - 110

Accsys Technologies Share Discussion Threads

Showing 1476 to 1496 of 1750 messages
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A lot of this morning's trades were 'AT' rather than 'O' in the ADVFN column. I don't know a great deal about these codes, but I think 'AT' means automatic trade, i.e. likely to be programmed by an institutional computer, whereas 'O' means ordinary, which I take to mean executed by an individual such as you or me through their stockbroker. (Please correct me if this is wrong, those of you who know more about these things). If that is correct, does it not suggest increasing Institutional interest?
Moving up nicely this morning and 10% up in four weeks. I might double my small stake.
Which better technologies would these be? Apart from wood acetylation, the only other technology that has similar effects on the structure of wood, increasing it's durability, lowering equilibrium moisture & increasing weather-resistance, is heat treatment. However, this is not so effective and also, in the latter, you have the problem that the heat treated wood tends to be very dark and it's mechanical properties are changed, causing higher costs in use on site. How can you say that every licence deal to date has "led to nothing", when increases in revenue for Accsys Technologies, across all key global territories, were up 74% in the last interims, compared to the same period in the previous year(UK up 77%)?
There are better technologies out there. Solvay deal changes nothing - every license deal to date has led to nothing. Capex is too high for the product which is nothing special
It's not so surprising that the valuation was so high in its early days. Then it was a bit like any new tech company - a 'hot stock' with lots of potential that simply could not be assessed objectively. A bit like AGM today, perhaps. If we take that 10x valuation as a benchmark, we could say that that was the indicated valuation if a company that could actually do what it was saying on the tin/wood. It will only turn out to be a correct valuation, *if* the technology delivers, and is not overtaken or undermined by another, superior technology.
But the deal with Solvay changes everything - though not immediately.
I always find it amazing to look back and see that it once had a valuation almost 10x what it is today, the triumph of hope over experience! The question now is....can they build on the current momentum to get to profitability in the next 18 months. For a company that has failed to deliver over so many years and is still loss making it still has a pretty chunky capitalisation. I have put them on my low level watch list but am in no crushing hurry to take a stake.
I see that Henderson Global Investors upped their stake to over 5% a few days ago.
Slight improvement today on higher than usual trade quantities. Perhaps Some portfolios are taking this stock on this month for the medium-long hold? Dec. Int: I first bought in December 2010 at 34p and have been topping up periodically since. My holding is now at an average price of 16p, so Hopefully will be in the black soon...
Bought these for the EezyMunny portfolio today. FWIW.
Todays interims appear to back up my earlier post in September, with increases in revenue "across all key global territories", up 74% compared to the same period last year (UK up 77%) and 62% compared to the preceding 6 months. It's my understanding that the general price of Radiata Pine clears from New Zealand has been falling over recent months (in NZD terms), which should be positive for the group, provided the EUR does not fall further against the NZD. The supply of many species of tropical wood, used for the likes of joinery, has been tight, for various reasons, with resultant generally rising prices, which should further raise demand for alternatives. Hopefully we will see sales & revenue continue to improve.
Friend of mine who works for one of the UK distributors says that Accoya product is currently flying out of the door, picking up more market share! Let's hope the momentum continues...
Based on prices offered trades going through earlier today are buys although seeming like sells.
Nice to see the price recovering. Looks like things are starting to happen.
given up this thread, accsys must be editing my posts!
(got cut off midstream) strips
If you look at you will see that window manufacturers use new(ish) timber treatments that mean outside timber frames can last 30 years plus. Like I have said over and over here, its the price stupid. The Tricoya/Medite stuff thats interesting, mdf takes up water, when it doesn't its worth more. Accoya really gets it worth in or nearly in water, decking, bridges, sills, even flooring for bathrooms. Eventually, maybe not too distant future, this will sell, prices for timber are going up all the time, hardwoods that is, one day treated softwoods will meet hardwoods. The only problem is that hardwood doesn't take as long as you may think to grow, some species are harvestable in 8 years. It depends how thick you want to start with before you saw. ie: what you want this timber to make. With lamination you can use relatively thin sections and engineered is better than solid in virtually any application. Check out glulam for instance. my own business uses LVL cores in construction of stiles. Stiles are window upright sections.You don't want these to warp or shrink, certainly within guarantee periods. LVL = laminated veneered lumber. Its very thin
Surely it would be in builders interests to use softwood for replacement windows. Fitting Accoya or hardwood means they have no chance to replace them in twenty years. It would be a bit like turkeys voting for Christmas. Mind you whats the name of the MD?
asmodeus, no idea on medite sales sorry, bob5, don't beleive everything you read, if the majority of replacement timber sash was using Accoya the share price would be £1+.....
Brighton Trader - are you, or is anyone else, able to tell us whether "medite", water-resistant MDF, is selling well now?
I just got an investment 'flyer' in my inbox. Promoting this company. "This company performs alchemy Dear xxxxxxxxxxxxx, The path from a great product idea to a commercial success is full of potholes, a fact many penny share investors fail to understand. No company provides a better illustration than ACCSYS TECHNOLOGIES (AXS), and judging by a recent research note by the broker, Peel Hunt, the end of the journey is still some way off. I like companies with a simple business proposition. Accsys certainly offers this. Builders almost invariably use softwood, which is cheap but doesn't last long. Hardwood holds up better but is expensive, takes decades rather than years to grow, and comes from precious rain forests. So why not turn softwood into hardwood? The timber trade has two approaches to this. One is to compress the softwood under heavy weight. The alternative is to coat it with tar-like chemicals, providing a layer of protection against the weather. Neither is ideal. But, according to Peel Hunt, the majority of replacement sash windows fitted in London today are made from a new type of hardwood, made by Accsys. They call it Accoya. It has a lot of the properties of expensive natural hardwoods, but at much lower cost. Wood contains chemical groups called free hydroxyls that absorb and release water, causing wood to swell and shrink... and eventually rot. By combining the wood with a mix of chemicals free hydroxyls change into acetyl groups. This makes the wood much more stable and robust. Any child who has dipped a conker in vinegar has basically done the same thing!"
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