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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.

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.

kimoldfield - 01 Mar 2006 10:56 - 44 of 184

It's the start to a week of frantic buying before the results next wednesday Ted1!!!?!

kim

Ted1 - 01 Mar 2006 10:58 - 45 of 184

Lets hope so eh.
What price are we heady for 10p...12p...
Who knows

kimoldfield - 01 Mar 2006 11:00 - 46 of 184

A heady one that's for sure!!
Kim

PapalPower - 01 Mar 2006 14:19 - 47 of 184

Nice moves today.

skyhigh - 01 Mar 2006 14:27 - 48 of 184

I'm in @7.5p from last week..... here's hoping !

2517GEORGE - 01 Mar 2006 14:30 - 49 of 184

PP, excellent moves on small volume, finals due wed 8th I believe, could gather a head of steam approaching them.
2517

2517GEORGE - 02 Mar 2006 13:30 - 50 of 184

Kim, no sign of frantic buying yet, but a tick up on a sell, just like yesterday.
2517

kimoldfield - 02 Mar 2006 15:00 - 51 of 184

2517

Probably see a bit more movement Mon to Wed, buyers on the lookout for good Pre-Close updates, marrying them with finals date and then stacking up for a few days beforehand - those are the ones who will sell after the results irrespective of whether they are good or bad, I'm sticking with these long term no matter what! It was encouraging to see directors buying last October,usually a good sign.
kim

2517GEORGE - 02 Mar 2006 15:18 - 52 of 184

Kim
Yes directors buying is encouraging, although not massive amounts, I will be hanging on to mine as well, may even top up as I bought lower than the directors prices, I have PP to thank for bringing them to my attention.
2517

kimoldfield - 02 Mar 2006 15:25 - 53 of 184

2517
Yes, you can usually count on PP to pick a good one - isn't that right PP?!
I usually shy away from Techy shares, there are so many companies out there and sooo many failures! ACC does seem solid and I have felt comfortable holding.
kim

Ted1 - 03 Mar 2006 16:14 - 54 of 184

There we go... afternoon tick up again..
Results out on Wednesday.
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