Accumuli Share Discussion Threads

[igoe104] 25/4/2014 11:42

That's certainly my stance Rivaldo, (to hold these for at least a few years) you can only see ACM products becoming more and more in demand, due to cyber problems.

[rivaldo] 25/4/2014 11:06

Hi robinaparker.

The current year forecast is for 1.7p EPS (with a 0.7p dividend). One can look at this in a number of ways.

As an ambitious company in a fast-growth (cyber-defence) sector which attracts high multiples, one could say ACM is worth a P/E of say 20, giving a 34p target price.

One could also say that at 25p a current year P/E of 14.7 is perhaps high enough for the moment.

The £3.5m cash pile of course reduces the P/E by almost 10% to say 13 if it's stripped out from the EV, which looks much more reasonable.

And I would expect ACM to be on the acquisition trail soon, which would no doubt reduce that P/E substantially.

I agree with what another poster noted however, when he said that ACM was one to simply hold and hold for some years to come as it consolidates its fragmented industry and strengthens its position, unless the rating gets ridiculous, or something happens which changes the strategy or trading underperformance kicks in.

Hope that helps!

[hastings] 25/4/2014 09:11

With you on all counts Mas.Also like the way the Broker forecasts have been realistic and subsequently achievable, as opposed to being stretched.Plenty of further potential given the market along with a strong team.

[masurenguy] 25/4/2014 08:44

Some good momentum here over the past couple of months. At todays price I'm nearly 140% up on my initial buy some 15 months ago and circa 70% up on my overall average price after further additions during the course of last year.

This sector is still very ripe for further considerable growth as the recent Verizon results clearly indicated and with the publicity surrounding the heartbleed virus, as noted by rivaldo above.

[robinaparker] 25/4/2014 08:44

What is your target rivaldo?

[cheshire man] 25/4/2014 08:04

Yes and a smaller one paying over :-0) let's see a strong finish to the week for ACM !

[rivaldo] 25/4/2014 08:01

Nice opening buy at 26p...

[aishah] 24/4/2014 22:07

Good to know there are other followers in this space. VDSI absolutely flying after results as is ACM recently. About to break 52wk high.

[aa29] 24/4/2014 21:42

AISHAH

Another holder of both ACM and VDSI here

[seans66] 24/4/2014 15:40

Another article on cyber crime.

[aishah] 24/4/2014 13:55

NASDAQ:VDSI reports good results. Been holding both for a while now.

[highcommissioner] 24/4/2014 08:28

Nice rise early doors. Year high.

[gswredland] 23/4/2014 16:10

Did he also tip APC?

[hastings] 23/4/2014 13:01

Good to see.

[cheshire man] 23/4/2014 12:35

Right time and place for ACM,,,,,,,imo

RNS Number : 4794E
Accumuli PLC
10 April 2014

"The need for organisations to manage their IT infrastructure and respond to a variety of IT risks is increasing. Accordingly, Eqalis, the Big Data Platforms and Performance Analytics specialist acquired in December 2013, is performing well and helping organisations with use cases such as infrastructure visibility, security, compliance and business intelligence. Eqalis is an important partner to Splunk in the UK, Ireland and South Africa and we continue to see significant growth potential in this business."

[cheshire man] 23/4/2014 12:16

10 Apr 14

Accumuli PLC

Finncap

Corporate

24.25

25.00

27.00

Retains

[rivaldo] 23/4/2014 12:12

The start of ST's article is available for non-subscribers - hopefully more coverage in tomorrow's printed edition too. Good to see Heartbleed prominently mentioned given my post 925 above....



"Profit from cyber warfare

The Heartbleed internet virus has been grabbing the headlines this month not to mention causing cyberspace mayhem on a global scale. Internet service provider Yahoo and the Mumsnet website are just two of the high-profile companies that have fallen victim to unscrupulous hackers who have accessed customers' highly sensitive information including their passwords (and all their personal data linked to these accounts). Given most of us use the same password for the majority of the websites we visit, the hackers will have been able to gain access to personal accounts on multiple websites, some of which will contain information that can be used fraudulently for financial gain."

[fizzypop] 23/4/2014 12:10

And I only bought 22,000 at 22.25p yesterday. Great to get the timing right for a change.

[mintitan] 23/4/2014 11:51

I was just about to ask if we've been tipped and low and behold we have! Unsurprising considering the quality of the company but great news for the recognition nonetheless. Can anyone post the article please?

[rivaldo] 21/4/2014 23:08

Cheers Dolores123.

Good to see ACM are unaffected by Heartbleed - I suspect they'll be getting quite a bit of work arising out of this:



"Heartbeat/Heartbleed Vulnerability (OpenSSL) Update

Accumuli Security confirm their managed services infrastructure platforms have not been affected by the OpenSSL heartbeat read overrun (CVE-2014-0160) vulnerability, also referred to as "Heartbleed".

If you want to know if your infrastructure is susceptible to the HeartBeat vulnerability, Accumuli Security can offer direct assistance or a vulnerability scan to determine if your platforms are affected."

[dolores123] 17/4/2014 11:55

Shares Mag also said "Broker Finncap carries a 27p price target and we share their enthusiasm"

[rivaldo] 17/4/2014 10:47

Looks like ACM is featured in a Tips Update in Shares Magazine today - subscriber-only:



"ACCUMULI (ACM:AIM)

23.5p Gain to date: 17.5% Cyber security remains a hot area and buy-and-build consolidator Accumuli (ACM:AIM) looks capable of making the most of the opportunity. Flagged at 20p (see Shares, Plays, 20 Feb) the stock is responding, despite a ... "

[welsheagle] 13/4/2014 20:25

Good summary of Accumuli's prospects by t1ps.com.