AI Claims Solutions Share Discussion Threads

[finsburycircus] 19/5/2008 15:08

re post 914...you really need to do some of your own research! The differences are HUGE !

[wjccghcc] 19/5/2008 15:01

How do they differ from ACE?

[finsburycircus] 19/5/2008 14:51

ACS is now strongly cash positive moonlight83...there is no net debt I believe...so interest paid is a thing of the past...

This thread has several incisive analytical posts...all pointing to severe undervaluation of ACS shares in my view.

Re-rating may just be getting underway as I write.

[moonlight83] 19/5/2008 14:43

Lads, can I ask you if you think ACS have a significant advantange over competitors. I know they lease their fleet rather than owning it. In a period of rising borrowing costs, small caps with a borrow-as-little-as-possible policy really stand out. Would you agree? Do you think ACS is likely to win market share to their competitors because of the very low interest expense?

I'm trying to figure out how competitors could hurt this company, if this could happen in the short term and if their management is somehow more reliable than in other companies.

If I had to look at valuation only, there's no doubt ACS is a buy.

[finsburycircus] 19/5/2008 14:00

Looks like interest re-igniting...

Lots of upside on ratings and prospects grounds in my view...looks to have been heavily oversold.

[alexacj] 09/5/2008 09:46

Don't think anything is wrong with this company.....they have confirmed that they are on target to meet earnings at the moment.....brokers upgraded forecasts after last results.....only problem is lack of newsflow and general market decline.......aimho!

[squash90] 09/5/2008 09:28

what is wrong with this company any thoughts any one
possibly JON C

[scotswhaehae] 02/5/2008 08:20

very promising RNS imo...

[kirkie001] 24/3/2008 19:25

Interesting thread on TMF. Views on its applicability with respect to ACS?



K

[barnetpeter] 21/3/2008 12:04

Back on my watch list after some excellent results. Unfortunately the small cap sector is deadly at the moment with some amazing falls this year. Look at ACE for instance. So looking for 10p - 15p price. So many bombed stocks out there ....

[alexacj] 28/2/2008 08:13

Shore Capital have upgraded forecasts for 08 & 09

2008F Turnover =45.0 PBT =2.1 EPS =2.37 Div =0.60

2009F Turnover =54.6 PBT = 2.5 EPS =2.89 Div =0.68

Excellent!!!

[trixter] 27/2/2008 21:02

did someone really pay 33p today?!?!

[alexacj] 27/2/2008 15:38

I agree with you Scots.....but even if it was only 35% then I'd be happy......but I do think reading the results that we should see greater growth than that. Seems like a few people are finally catching on to what is happening here....some good buys today

[scotswhaehae] 27/2/2008 15:34

...yep, still here too!

re post 896, maybe I'm getting ahead of myself but dependent on your view of second half admin costs I think second half profits growth could/should exceed 35% as operational gearing kicks in...

those of us who have been here for a while could yet see very nice share price appreciation (at last!)

[trixter] 26/2/2008 16:49

quick look tells me all is on track. Happy to have a stake here!

[trixter] 26/2/2008 16:47

alex/elm - still here!

[alexacj] 26/2/2008 10:31

Well I think there is only you & I left now Elmfield. Profits up 35%.....debt free, positive cash of nearly £1 million, major insurer contract signed....if full year profits are also up by 35% (and they have stated that the second half has started well!!) then this stock is hugely undervalued......

[elmfield] 26/2/2008 07:37

Morning, still here but in a small way only.

[alexacj] 26/2/2008 07:35

Excellent set of results.......

[jonc] 07/12/2007 12:38

Aye very well.

Much better than last time you saw me.

Perhaps see you next year??

[squash90] 07/12/2007 10:24

jonC
hope your well??

[jonc] 03/12/2007 10:40

Morning squash.