Accumuli Share Discussion Threads

[pj 1] 13/1/2015 18:26

LOL, thought so (had to use google)

Thanks apad

[apad] 13/1/2015 18:16

I don't believe so PJ.
That is Sophos' bailiwick and a toddler couldn't compete.
apad

[pj 1] 13/1/2015 17:36

Hi
Still researching this Company. Interesting purchases!

Do they also supply individual protection (excuding Durex) for general public internet or is it B2B?

If tHey do I have missed it

TIA

[buffetteer] 13/1/2015 13:14

Indeed -every publicly reported attack is the best advertising .If you're a ceo of any company sitting there watching the news you're going to wonder how well protected you are and as loss of personel data becomes more legislated the future should be pretty bright .also ,were not backing one technology here which may/may not be future proof .were providing customised solution from a variety of vendors as well as our own .Just hope we don't get shaped up too soon .

[igoe104] 13/1/2015 12:43

All this cyber talk from Obama has got to be music to the ear`s of ACM holders, its a great way of advertising the need to more security for business`s

[hastings] 12/1/2015 20:29

Indeed, ironic that it happened as Obama was apparently speaking on the cyber threat issue.

[welsheagle] 12/1/2015 19:43

The cyber attack on the USA military today might cause gains tomorrow.

[rivaldo] 12/1/2015 08:45

New article from a fund manager about this year's themes in the tech sector - security is set to dominate:



"Price also flags security – a theme that rose to prominence in 2014 as cyber attacks on business became more common – as an area he expects to be an important part of the landscape for tech investors.

Around 122,000 cyber attacks are carried out each week, according to Band of America Merrill Lynch, with major attacks being made on eBay, Home Depot and JP Morgan in 2014. The average cost of a successful attack on a US firm is $12.7m and cybercrime is thought to cost the global economy around $500bn a year.

“Security was the all-pervasive trend of 2014 and remains one of the highest growth areas of technology. In 2014, the dark side of the internet was exposed: There are dangers to everyone being connected. It makes it easier for criminals to reach targets and to exploit those targets once found,” the fund manager explained.

“Security will continue to be a major theme in 2015: It is just getting started and companies are still only in the early stages of adjusting to the various threats presented by a new, more sophisticated, breed of hacker.”

[gargleblaster] 12/1/2015 01:41

Finally 2016 Eps of 2.1p showing on Company refs!

[aishah] 11/1/2015 23:29

Nasqdaq:VDSI just had their forecasts upgraded. Hot sector. Lots more to come here imo.

[nicyts] 11/1/2015 19:13

What's not to like.

[aylingd] 08/1/2015 16:36

From the above case study.

'The system put in place supports fraud detection capabilities
for more than 13 million online transactions per day. It also
provides infection detection capabilities on over 40 million
web logs per day and has reduced detection time from 24
hours using the manual process, to less than 10 minutes using
ArcSight and the external database interface.'

Very impressive stuff indeed. 40 million web logs per day - that's a pretty big organisation !

D.

[apad] 08/1/2015 10:01

Good find rid.
I'm still a little twitchy, but it's growing on me :-)
apad

[rivaldo] 08/1/2015 09:05

There's a new case study up on the ACM web site which is worth a read imo - interesting that this anti cyber-fraud work is for a Fortune 500 customer, which shows that little ol' ACM is spreading its wings nicely:



OT : good to see you hold VLE Boadicea. The cash pile equating to the m/cap limits downside, so let's hope the upside is imminent :o))

[boadicea] 07/1/2015 10:37

Rivaldo - Yes - cutting losses, definitely my worst omission.
Just occasionally it has paid off to hold and watch - ACM being a good example of that.
I originally subscribed for a modest number at 71p, then known as Net Services (NSV), in March 2006. In 2012 I averaged down with a larger quantity at ~12p and others in the low and mid teens as a corner had clearly been turned, so now show a healthy overall profit. There is even a reasonable prospect of recovering on my original batch.

A similar story applies to SRT where averaging down at under 3p (now~30p) rescued a dire situation.
I prefer to focus on these bright spots as recounting the failures would be painful for me and boring for readers.

I also hold some VLE which you brought to my attention a while back and still wait in hope, currently at a small profit.

[aishah] 07/1/2015 09:40

ACM is one of Techinvest's Tips for 2105 at 27.62p with a rating of 7

[rivaldo] 07/1/2015 09:37

Interesting posts above, cheers.

ACM is around 5%-6% of my portfolio now. Most of my holding has almost two-bagged from 10.5p or so, but I've also topped up a few times along the way, which is my favourite way of accumulating a large holding in companies which I've grown more and more confident about.

As igoe stated above, I consider I'll be in ACM for some time to come unless something drastic happens. I can see ACM at 80p-100p without too much trouble over time with continued judicious acquisitions and general growth in cyber-security.

It's good to see others here who adopt a risk-averse policy - I also hold between 25-30 stocks at various times, including small and large holdings.

I always try and run winners for a number of years, with some top-slicing along the way either to free up funds or get back my cost. I find this policy maximises returns rather than always chopping and changing. I'm still trying to get better at cutting losses!

Finally, I think patience is the most underrated attribute. A good company or management remain so even if they miss targets for one year, and are worth sticking with. I first opened a position in VLE 10 years ago, and it's the most boring stock on earth, but the management is imo capable and straightforward, I've made decent returns to date and the inherent value there is terrific. One day its time will come!

[mazarin] 06/1/2015 21:12

An interesting discussion, but most notably refreshing for me, is that everyone here said that they had bought, their shares i.e. 'put their own money where their mouth was' whereas in the non AIM market, many try to make money by 'shorting' shares or investing in CFD's, i.e. borrowed other people's shares. IMO shorting creates a false based volatility and effectively makes investing a much more risky business. It lends itself to manipulation by greedy Hedge Fund Managers with an agenda. They don't actually own the shares and it often suits them to ignore fundamentals. The modern market is so sophisticated that it can respond in milli-seconds to a change in price and thus create a self fulfilling decline on nothing more than a rumour.
The slick 'City boys' are equally to blame for volatility because they follow each other like frightened lemmings. Effectively a good company can be ruthlessly hit by 'shorters' and scandalous rumours that bear no relation to the Company's actual progress. Their interest is solely 'turning a profit' irrespective of the hard endeavours made by the Company, having no interest in its future.
That's my 'Rant over'.

[adamb1978] 06/1/2015 20:21

Thanks boadicea and Buffetteer. In response to my own questions, my ISA is split about:

- c30% FTSE 100: 7 or 8 cos; the ballast of my portfolio. LTBH approach usually
- c20% midcaps: 5 cos typically
- c15% overseas, mainly emerging market trackers
- c35% small caps: 8 - 10 cos usually. ACM is about 5% of total portfolio

SIPP is split into similar buckets though more 40/20/20/20 weightings and the small caps are generally less speculative, more high yielding established businesses

[buffetteer] 06/1/2015 13:55

Adam
I hold 2% in Acc .tend to hold 20+ shares with top 5 about 50% of total due to gains.

[boadicea] 06/1/2015 12:57

AdamB1978 - As small 'AIM' companies I tend to limit my rate of investment until I get to know them better. Currently I have about 7.5% of my portfolio in the three I mention (ACM, ECK, UNG) biased towards ACM as I feel it has the most immediate potential although ECK, which I have held for longer, is showing the greater return to date.
Of the others I mention above from different fields, SRT has a weighting roughly equal to the cyber-three combined and that is dwarfed by VEC which is a very well established company on the main market quite likely soon to enter the FT500.

The encouraging aspect is the ability of these five (in fact all seven in previous post) to move quite firmly in the opposite direction to the market background.

[boadicea] 06/1/2015 12:41

This is currently one of my favorite shares as I feel that recent events give it the benefit of a strong following wind.

While the market elsewhere suffers its crisis of confidence there are some share sectors that are holding firm and even advancing, of which ACM is an excellent example.
It is not alone but in the company of such as ECK and UNG in the cyber-security field, both of which have made recent good advances.

Most currently advancing stocks, moving against the market background, have a technology bias, whether communications, security, space tech or biotech.
Those I have particularly noted are VEC (mechanical drug delivery as well as formulations), OXB (gene vectors), SRT (AIS applications, marine tracking data delivery and presentation), GLIF (alternative finance platform investments).

I find this a healthy trend (more so as they are interesting companies apart from financial considerations) and basically good for the UK economy. However, I digress.
Suffice it to say that I expect ACM to consolidate its gain for a while before resuming its advance as published figures are issued in expected support.

[adamb1978] 06/1/2015 11:43

Just out of interest, what % of investable funds to people on here have in ACM? Mine is steadily increasing as the share price performs and just trying to review the balance of my portfolio