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Access Intelligence Group - Growing up fast (ACC)     

PapalPower - 29 Dec 2005 09:57

Chart.aspx?Provider=EODIntra&Size=283*18Chart.aspx?Provider=Intra&Code=acc&Size=big.chart?symb=uk%3Aacc&compidx=aaaaa%3A

Access Intelligence has five operating subsidiaries:

* The Marketing Guild, based in York, which provides marketing advice
and support to small and medium sized businesses. This is in the form of
newsletters, consultancy, lead generation and member's services.
http://www.marketing-guild.com

* Wired Gov, based in Stockport, provides an online information service
delivering press releases from over 100 government and public sector
bodies. Subscribers can customise the service specifying the agency or
topic they require.
http://www.wired-gov.com

* Backup and Running, based in York, provides an online data storage and
disaster recovery service, which the client can customize to their own
requirements. The service offers significant advantages over other
alternative systems in that it backs up automatically and can provide a
complete backup history for at least three years.
http://www.backupandrunning.co.uk


* Willow Starcom (Ridgeway Technologies), based in Chorley, provides
specialist IT services across a broad range of market sectors that
include data storage, backup and recovery, network design support and
consultancy and hardware and software maintenance support services. It
has growing recurring revenues from these activities of over 1million
per annum.
http://www.willowstarcom.co.uk


* Due North, based in Newcastle-Upon-Tyne, is a developer and provider of
e- commerce solutions, primarily to the public sector and emergency
services. The range of products includes an e-tendering module combined
with an e-auction module.
http://www.due-north.com


Access Intelligence is a group of companies delivering a range of business
critical support services to private and public sector organisations.
The team of Directors, Jeremy Hamer, Brendan Austin, Colin Davies, Ian Savage
and Alwin Thompson, has extensive experience in making successful acquisitions
while simultaneously driving organic growth: in less than two years since
flotation, Access Intelligence has acquired and successfully integrated five
businesses in four different market segments.

The Group Today

Today, Access Intelligence is a technology-based Support Services Business. It
harnesses the power of internet-based Information and Communication Technologies (ICT) to deliver vital information and support services. Specifically these are:

* Digital marketing services and business development support.
* Online and offline data storage back-up and retrieval
* Sourcing and procurement software for both buyers and suppliers in
industry and local government
* Electronic news and current awareness digests of Government initiatives,
policies and finance affecting business, the professions and the public sector

The Business Model

The majority of the Group's income is from repeating revenues delivered through
recurring contracts ranging between one and five years. This model provides
excellent visibility of future revenues and, with effective customer retention,
outstanding gross margins over the longer term.

The Strategy for Growth

The strategy is to acquire businesses which have good management and high growth potential that fit the revenue model while, at the same time, adding value to the Group's existing services.

The businesses acquired will have substantial autonomy to develop within budgets
agreed with the Group Chief Executive and Finance Director, whilst benefiting
from the experience and cross selling opportunities provided by being part of an
expanding group of companies.

At this stage of the Group's development, the Central Group Executive Team,
which is based in York, will be kept to a maximum of four people, including
support staff. The Non-Executive Directors will continue to be involved in
sourcing and evaluating potential acquisitions and monitoring the performance of
the Group.

2517GEORGE - 09 Feb 2006 16:13 - 24 of 184

PP
Looks like the 0.75p rise in the offer price has deterred the buyers for a while, I'm looking forward to the results, must admit I know nothing about ACC other than what's on this thread, I've just dipped a toe in today.
2517

PapalPower - 09 Feb 2006 16:39 - 25 of 184

2517, the trading statement as of Dec, in the header above, was excellent, and the outlook very positive, as you can read above.

The MM's seem to be deterring buyers still, always putting the offer price up very quickly.

Results are this month, so with present forecast EPS for current year (2006) at 0.75p we are presently well under a 10 times PER and with strong cash and strong growth. 2007 forecasts will come out after results, so we could be on a very low pr PER soon. In this case, its very undervalued and should be in the 9p to 10p range for starters.

2517GEORGE - 09 Feb 2006 17:10 - 26 of 184

Yes it does look encouraging, and a final tick up tonight.
2517

Technotamed - 09 Feb 2006 18:46 - 27 of 184

Is it worth getting in on the action now?

PapalPower - 10 Feb 2006 10:39 - 28 of 184

Ted, yes I think so.

We had a buy at 7.31 today, if we get buys at 7.5 its a good sign, if we get buys over 7.5 it would point to a major move up coming soon.

Technotamed - 10 Feb 2006 14:16 - 29 of 184

Got in on ACC this morning, all buys so far non reaching 7.5+ yet though. Watching TAG.

PapalPower - 10 Feb 2006 14:57 - 30 of 184

The news should start to flow now the money is done on TAG (news today) so now there we can look forward to good news in Feb, as we can with ACC as well !

PapalPower - 12 Feb 2006 09:20 - 31 of 184

A quick summary of where we are, good to remind ourselves, any failure to deliver what has been said in December Pre Close Update by Jeremy Hamer would be unthinkable, unless he wishes to throw away his excellent record, and I think he does not.


Access Intelligence PLC

'An acquisition led support services Group which is starting to deliver strong
organic growth'

Pre-Close Trading Update Key Points

* On track to deliver a year of excellent growth
* Confident of meeting full year forecast
* Net cash balances in excess of 600.000
* Pipeline of potential acquisitions buoyant
* Budgeting for another year of significant growth
* Positive operational cash flows going forward
* Prelims to be announced in February 2006.
* Future of the Group looks very encouraging
* Confident that we can look forward to another year of significant growth.

PapalPower - 12 Feb 2006 18:09 - 32 of 184

Got TAG and ACC now as possible "ups" for the coming week, and LEAD as a "keep an eye" for movement (like upwards).

PapalPower - 13 Feb 2006 07:14 - 33 of 184

Its going to be the 8th of March, but it looks like a full roadshow now, positive stuff and should generate a lot of attention to ACC, as it now turns the corner into profits and delivering strong growth in those profits.



Access Intelligence PLC
13 February 2006
FOR RELEASE 7:00am 13 February 2006

ACCESS INTELLIGENCE PLC
'An acquisition led support services Group which is starting to deliver strong
organic growth'

PREMLIMINARY RESULTS ANNOUNCEMENT
Wednesday, 8 March 2006

Access Intelligence will be announcing preliminary results for the year ended 30 November 2005 on Wednesday, 8 March 2006. On this day the Group will be holding an analysts' meeting, the details of which are as follows:


Date: Wednesday, 8 March 2006
Time: 12.15 pm for 12.30 pm
Venue: Corporate Synergy
30 Old Broad Street
London, EC2N 1HT


Jeremy Hamer (Chairman), Brendan Austin (Chief Executive) and Colin Davies
(Finance Director) of Access Intelligence will be at the presentation.


Contacts:
Cubitt Consulting 020 7367 5100
Brian Coleman-Smith / Allison Reid / Nia Thomas

Background Note

Who are we and what do we do?
Access Intelligence is a group of companies delivering a range of business
critical support services to private and public sector organisations. The team of directors, Jeremy Hamer, Brendan Austin, Colin Davies, Ian Savage and Alwin Thompson, has extensive experience in making successful acquisitions while simultaneously driving organic growth: in less than two years since flotation, Access Intelligence has acquired and successfully integrated five businesses in four different market segments.



The Group Today
Today, Access Intelligence is a technology-based Support Services Business. It
harnesses the power of internet-based information and communication technologies (ICT) to deliver vital information and support services. Specifically these are:

* digital marketing services and business development support;
* online and offline data storage back-up and retrieval;
* sourcing and procurement software for both buyers and suppliers in
industry and local government; and
* electronic news and current awareness digests of Government initiatives,
policies and finance affecting business, the professions and the public sector.

The Business Model

The majority of the Group's income is derived from repeat revenues delivered
through recurring contracts ranging between one and five years in duration. This model provides excellent visibility of future revenues and ought, with effective customer retention, to generate outstanding gross margins over the longer term.

The Strategy for Growth

The strategy is to acquire businesses which have good management and high growth potential that fit the revenue model while, at the same time, adding value to the Group's existing services.

The businesses acquired will have substantial autonomy to develop within budgets agreed with the Group Chief Executive and Finance Director, whilst benefiting from the experience and cross selling opportunities provided by being part of an expanding group of companies.

At this stage in development, the Group's Executive Team which is based in York, will be kept to a maximum of four people, including support staff. The
non-executive directors will continue to be involved in sourcing and evaluating potential acquisitions and monitoring the performance of the Group.

This information is provided by RNS
The company news service from the London Stock Exchange

PapalPower - 13 Feb 2006 13:18 - 34 of 184

Nice move up today and some buys over 7.5p, if we get buys at 8p then it could be a breakout of the trend, putting 10p as a target to break.

silvermede - 13 Feb 2006 14:33 - 35 of 184

Moving up nicely now, thanks for your effots Papal.

PapalPower - 13 Feb 2006 16:57 - 36 of 184

silvermede, I think the MM's got short today, but they did a nice combo play of gapped rollover, shake and delayed trades and managed to panic a few weak holders into selling.

Another day of buys like today and we should be breaking through 10p. The buys above 8p today are a very bullish sign and now we break out of the recent trend.

Current year (06) pr EPS is 0.75p, forward PER around times 8 and potential for upgrades I think given the bullish way the results are going to be announced this time.

silvermede - 13 Feb 2006 17:44 - 37 of 184

Papal,

Any views on short and long term targets for the SP or wait until results?

PapalPower - 14 Feb 2006 00:53 - 38 of 184

Some coverage on UK-analyst.com email, should help raise the profile :) Silvermede, no the SP, but in my mind it should be in the 10p to 12.5p range, whether the market will put it there I do not know.

"Access Intelligence saw its shares move 1.25p ahead to 8p as investors bought in anticipation of full-year results. The numbers won't be released until early next month, however, confirmation of the results date was all that was needed to breathe life back into the stock."

Saintserf - 17 Feb 2006 22:40 - 39 of 184

I like the work you're doing on this thread papal power, this looks an interesting share. How much profit in terms of pounds did they make in the last year? You have called Leadcom and Vislink well. Although, I think vislink may be taking a breather. When you say the sp 10 -12.5 p depends on whether the market lets it go there. What do you mean by "the market"? Do you mean us, traders who make up part of the market, or do you mean "market makers" who set the prices or some shadowy other who endowns positive or negative sentiment onto shares. I ask a bit facetiously because a lot of people speak about "the market" as if it's some omnipotent force that has control over where a share price goes. Is it a euphemism for "the city" and basically their view on the shares?

PapalPower - 18 Feb 2006 01:44 - 40 of 184

Saintserf, I can only go with the broker notes and as they moved into profits during last year, weigthed with a move from loss to even to profit during the course of the 12 months, the broker forecasts in the header are for 170K of profit last year (2005) and for 610K profit this year (2006). I would hope these comign results will put ACC into the 7.5p to 10p range (around 9p would be good) with a break through into the 10p to 12.5p range after interims later this year (H2).
The "market', the "city" its all of us and all of them, everyone, if people buy into the grwoth story, and see the outlook strong for ACC with recurring revenues, then in time the price will rise along with the good news. Its best performance may come in 07/08/09 but certainly in 06 the start of the story should be seen, and therefore people should start to take notice.
The other turnaround one I am following in this "unloved" class in UNG. Recent price movements may suggest otherwise, but I thouroughly see that one as going into full year profits at March prelims, with a progressive div policy, and with a clear vision. On current year (06) forecasts its on a pr PER of 7 (if you believe the forecasts, I do)

Ted1 - 27 Feb 2006 20:57 - 41 of 184

I am a little surprised at the lack of interest in this gem.
Full results out in just over a week with for me the interesting
bit a mini presentation.
Eager to tell us how much dosh they have made....lol

PapalPower - 28 Feb 2006 01:27 - 42 of 184

It is quiet, but that in itself is sometimes a good sign ;) Most stock charts you see with big rises, if you go backwards, their BB's were very quiet before ;)

Ted1 - 01 Mar 2006 10:44 - 43 of 184

What's going on here then.
Suddenly awake. on zero trades
Must be some large buys coming through.
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