Advanced Computer Software Share Discussion Threads

[fruitninja84] 18/12/2013 09:35

There seems to be a lid on this? Why can't it push by 95/96? Are MM holding it back for some reason or is this share being controlled by supply and demand? I find it hard understanding or trying to figure out why a share can have such a tight range when there are plenty of trades happening within it?

[phoenix1234] 13/12/2013 14:21

an early tip of the year



www.shareprophets.advfn.com/views/3111/qa-with-the-company-rescuer-adam-reynolds

[napoleon 14th] 02/12/2013 08:19

Bought a few; this show is far too well run to ignore!

[fruitninja84] 29/11/2013 12:21

This wants to break out, if it can get past 94 I think we can make a quid soon after?

[cornishman33] 08/11/2013 19:20

Yes Fruit, I've had these for over 3 years paying about 40p. I had thought £1 would be history by now, but I have continued to hold because I have confidence in Vin. It is also included in the SCSW portfolio and their update in August after the results was very positive. So I hope to see £1 in the rear mirror soon. But I know nothing.

[fruitninja84] 08/11/2013 14:04

Anyone else targeting a quid here?

[phoenix1234] 04/11/2013 11:48

buy tip

www.shareprophets.advfn.com/views/2298/advanced-computer-software-at-904p-trading-on-a-discount-with-earnings-upside-edison

[glasshalfull] 04/11/2013 10:46

Just tweeted

@Glasshalfull1: "@Edison_Tech: #AdvancedComputerSoftwareGroup $ASW Executing on growth strategy: #Edison #Technology - Fantastic co!

---

ASW are a great example on the importance of management. I've previously documented on this thread the extol I hold the partnership of Vin Murria and Barbara Firth & yet again they deliver.

As the link to Edison's update confirms, ASW now has an excellent recurring revenue model. 65% of revenue derived in this manner with excellent visibility for the next 2 years.

I fully expect strong cash generation and wouldn't be surprised to see EPS beat expectations as management have a history of under promising & over delivering.

With many tech peers on fanciful & frankly unsustainable ratings, I'll leave you with Buffet's oft quote,

Only when the tide goes out do you discover who's been swimming naked.

Warren Buffett

Regards,
GHF

[113mike] 31/10/2013 10:41

Gradual rerate to the next level happening?

[lucky_punter] 30/10/2013 11:01

Advanced Computer Software on course to hit targets
By John Harrington

Advanced Computer Software (LON:ASW) is increasingly confident of hitting full-year targets after a strong first half showing.
Group revenue in the six months ended August 31 shot up 74% to £99.1mln from £56.8mln the year before, thanks in the main to first time contributions from recent acquisitions.
That being said, organic revenue growth was an inflation-beating 8% when the results of the March acquisition of Computer Software Holdings (CSH) are excluded, and was 5% with CSH included.

[lucky_punter] 30/10/2013 10:15

Advanced Computer Software to remind investors of growth potential
By John Harrington

Interim results from Advanced Computer Software(LON:ASW) on Wednesday represent a chance to restart a share price advance that seems to have stalled.
Having topped out at 97p in mid-June, the share price of the acquisitive software and information technology services provider has mostly been range-bound between 80p and 90p.

[1356] 30/10/2013 09:57

Really like those results. Have updated my DCF model and have 12 month target here of 117p. Factoring in net debt and future capex requirements.

Certainly a Buy/Strong Hold in my book... although that's my own research, so obviously full of my own assumptions!

[doctorc] 30/10/2013 08:27

Time for a push on back to the 90p as support and up to test 100p

[glennborthwick] 30/10/2013 08:25

first look at this following great statement

[113mike] 30/10/2013 08:15

Looking good!

[davier] 30/10/2013 08:02

Half Year Results

[ceohunter] 16/10/2013 09:45

video interview

Hybridan's Sanjay Jha says risk appetite is back, sees potential in biotechs

Hybridan's research analyst Sanjay Jha on why the markets are little concerned by the US shutdown. Sanjay offers up some stocks that have recently appeared in the Hybridan Small Cap Wrap and why biotechs make good picks among growth stocks. He talks about Advanced Computer Software (LON:ASW), blur Group (LON:BLUR) and Summit (LON:SUMM).

[megabear] 08/10/2013 10:45

28m gone through. Looks like overhang cleared

[113mike] 08/10/2013 06:34

Nice contract win this morning

[cnx] 03/10/2013 11:12

AT, thanks that link

[aim_trader] 03/10/2013 09:39

ASW's presentation from last night:-

[cnx] 03/10/2013 02:08

can anyone comment on the 2 oct update?

[113mike] 30/9/2013 13:28

Bought in this morning..seems there is some share price growth to come through