Advanced Computer Software Share Discussion Threads

[glasshalfull] 17/3/2011 09:24

Agree Alter Ego. Reassuring statement given that we've not heard from the company in a while.

I'll post further later when I've had the opportunity to look at my notes & broker forecasts in detail but it looks to me that they are coming in slightly ahead of forecasts.


Turnover of "not less" than £95m is above the £94m forecast which I'd lodged in my memory banks ;-)
Organic revenue growth, adj. EBITDA 21% ahead, improved operating margins & cash conversion strong. This will probable equate to 3.6p-3.9p EPS. Too low IMHO in comparison to peers and opportunities ahead.

A share to lock-away as I'm certain that management will deliver.

Regards,
GHF

[polar fox] 06/3/2011 21:10

I came across a recent (21/2) news piece on Proactive's US/Canada site this evening. I can't see that it has been referred to in this country by ASW at all. AVIA looks like an interesting prospect - tiny, market cap. only around £3m - but its share price has virtually doubled in the past four months.

Also of interest, February 21 not only saw a "surge" in AVIA's share price (per Proactive), it was the day that ASW's share price hit the eight-month traded high of 38.50p. So it looks like the market was influenced by the Odyssey reseller contract, even if we PIs were left wondering for an explanation of share price movement! AVIA did issue an RNS on February 21 on the subject.

ASW seems to be "piggy-backing" quite a bit on other companies' products, based on news releases since COA was acquired; not a criticism, just an observation. Assuming these deals make money, all to the good.

[polar fox] 03/3/2011 13:54

A couple of recent articles, 14/2 and 21/2. When you click on them, it's worth noting the additional links that result, over on the left. The division appears to be very active with regard to new business opportunities - conferences, meetings and such like. Good to see. (I've added the yellow "Adv" icon to my favorites bar shortcuts - very handy).



A disappointing lack of follow-through by the share price since trading up to 38.50p last month. Patience required - and some news!

[fibbinarchi] 23/2/2011 13:34

good luck with that

[fibbinarchi] 23/2/2011 11:46

ye, you do that, head in the sand helped the others too when they lost their shirts on this stock before it went bankrupt the first time, lol

>

[alter ego] 23/2/2011 11:45

I have him filtered anyway - best way to avoid idiots is not to read/respond to them.

[fibbinarchi] 23/2/2011 10:19

lol, go have a word with ADVFN for linking the charts then, i have taken it down as you're not getting anymore help from me

[looby loo] 23/2/2011 10:17

fibbinarchi ,

Up until July 2002 on the chart you've posted at #287 is for another company: ASW Holdings.
It is not for Advanced Computer Software. It did not exist at that time!
So I repeat, your chart at #287 is garbage.

[rkjones] 23/2/2011 10:13

Yes it is total garbage! Its a different company thats being going for a couple of years. Believe me, its going places as its next results will prove.

The current management works to the same business model and its proven.

Fib, you have lost it and your widely inaccurate postings are misleading people.

No shirts have been lost!

[fibbinarchi] 23/2/2011 09:52

gamblers anon, get help

[looby loo] 23/2/2011 09:45

Re: #287 garbage. ASW Holdings (ASW) went bust in 2002:

[rkjones] 23/2/2011 09:11

Are we looking at the correct chart here. I don't recall the share ever being above 50p let alone anyone loosing their shirt on this stock. If my recollection is correct, it opened at abot 25p and has gently risen ever since subject to market fluctuations!!

[fibbinarchi] 23/2/2011 08:44

polar, a golden cross was originally based on the sma, not the ema, so longer term pro traders wouldn't be looking at what you are

[alter ego] 22/2/2011 08:52

polar fox, thanks for your effort.

[polar fox] 21/2/2011 17:38

Well,the chart's disappeared. ??? If it happens again, too bad.

[polar fox] 21/2/2011 15:51

With NY closed today, I have some time to fool around.

Using one of our hosts basic, closing-basis only charts, I've put together a golden cross illustration. Different folk prefer different moving averages, but this one shows the exponential and weighted 50day and 200day MAs i.e. four of them. Royal blue and red are the 50s, while green and light blue are the 200s.

The 50s have crossed the 200s and are now, day-to-day, exerting an upward bias to the share price Notice how the share price has twice 'bounced' off the 50s this year and is now clearly 'on its way', so to speak.

Lots of resistance to overcome as 40p draws closer. PIs piled in during the months when the share price was trading in the 40-44p range and some of them will be looking to sell once their entry level is seen. Only human nature. The low of 29p last August probably had them biting their nails!

[polar fox] 21/2/2011 10:13

I've been waiting for someone to pay 38p+. Barbara Firth bought 250,000 last June at 37p and it was downhill until the August low after that, so she should be feeling happier.

There are some pivot points between 38.25 and 39.00 from last May/June, so we'll have to see whether the market wants to take them on now or later. The acquisition of COA was announced last February and I would still like to see another cash deal before the books are ruled off next week.

But, overall, the gradual rise looks good. Golden cross influence also in play???

[glasshalfull] 18/2/2011 14:13

Good to see it breaking out of the 8-month trading range.

Regards,
GHF