Ripley94
25 Mar 2016
Re: Prospects interesting read.
SundayTrader
21 Apr 2015
How attractive is NCC? Not sure I fancy NCC shares in exchange for my ACM ones. Their record over the past three years does not inspire confidence. Anyone got any thoughts on the subject?
In the long run
14 Apr 2015
Re: ncc....? This is what I received from Selftrade.SCHEME OF ARRANGEMENTThe Company has announced that they have entered into an Acquisition pursuant to which NCC Group will acquire the entireissued and to be issued Ordinary Share capital of Accumuli, to be effected by means of a Court-sanctioned Scheme ofArrangement.Under the terms of the Offer, Accumuli Shareholders on the Register on the Record Date, being 29 April 2015, will receive0.1218 New NCC Group Shares and GBP0.0597 in cash for each Scheme Share, unless they actively elect to vary theproportions of cash or New NCC Group Shares they receive under the Mix and Match Facility.Terms:Option 1: The Mixed Consideration (Default) – 0.1218 New NCC Group Shares and GBP0.0597 in cash.Option 2: Cash Consideration – GBP0.3021 in cash;Or;Option 3: Stock Consideration – 0.1518 New NCC Group Shares.If no valid election is made, Shareholders will be deemed to have elected to receive Option 1 as the Default Option. Electionsmay be subject to proration.If you wish to make an election for Option 2 or Option 3, please notify us in writing by secure message or letter by no laterthan 5pm on 22 April 2015.
fifi35
13 Apr 2015
Re: ncc....? Self righteous Pr*ck
king sinbad
10 Apr 2015
Re: ncc....? Stop being Lazy and read the RNS ?
fifi35
09 Apr 2015
Re: ncc....? I believe it is a take over but no one seems to be discussing it. Anyone here who can throw some light on it?
Madoff Jnr
25 Mar 2015
ncc....? Can anyone out there explain the situation regarding NCC.../ is this a take over of Accumuli or have I missed read this....?Thanks.
mantrova
02 Jan 2015
Re: Looking very cheap Full page write-up in today's Inv Chron.....bound to result in post-weekend buying as folks spend the next 2-3 days digesting the IC article.m
gretel
22 Dec 2014
Looking very cheap imho Finncap's new forecasts probably bump this year's forecast up to 1.8p EPS (from 1.7p), but next year's would now be around 2.2p EPS.A P/E of just over 11 strikes me as very, very good value for a company specialising in cyber-defence. Plus there's a dividend too!And the attack on Sony will only have served to increase awareness etc as Mazarin says.The RandomStorm website is well worth a look, including this news page - good to see their products heavily featured in various industry awards:[link]
gretel
19 Dec 2014
Finncap increase their target price Finncap have increased their forecasts for next year by 23% (and this year by 4%)."Accumuli*: Acquisition of RandomStorm (CORP) Accumuli has announced the acquisition of RandomStorm, an integrated information security specialist with its own IP which provides scalable managed network security services. The £8.9m net consideration will be funded from existing resources and a new £10m five-year debt facility. In addition to the strategic fit which enables cross sales into the existing Accumuli client base, the acquisition delivered £1m of EBITDA from £3.5m revenue in the year to 30 April 2014: we upgrade Accumuli's FY15 and FY16 EBITDA by 4% and 23% respectively, lifting our target price to 36p (33p)."
valuemanbuyer
19 Dec 2014
Re: Excellent new acquisition Becoming more and more desirable as we develop into a larger ,more important national player. Hope we can keep up the growth before we get snapped up !
gretel
19 Dec 2014
Excellent new acquisition Terrific acquisition just announced. Highly material of course, and must be earnings-enhancing given no dilution. Finncap have this morning increased their target price to 36p from 33p:[link] 70% of income is recurring from repeat purchases - wonderful stuff.And the principal owner is already known to ACM so s/be trustworthy.And this brings in a load of potential new customers for ACM's other services.And RandomStorm has its own proprietory IP, which further adds to ACM's intrinsic value.Given almost historic 1.7p EPS now (only 3 months away), we should start to see Finncap's 36p target approached in even quicker time now imho.
gretel
09 Dec 2014
Tipped in new IC article As follows:[link] better bet might be Accumuli (ACM), which lets companies outsource their security needs. It provides third-party data analytics and threat intelligence products, supported by its expertise and technology. The industry minnow continues to benefit from the proliferation of unsecured devices. “Lots of people spent ages building castles with really high walls,” says chief executive Gavin Lyons, referring to the companies behind traditional network security. “We’re knocking those walls down.”Accumuli derives 64 per cent of its gross profits from recurring sales, giving investors a clear view of future revenues. And only a fifth of its 719 customers use more than one of its products, providing an obvious route to sales growth. The group has also made strides into the explosive ‘big data’ space by winning two large contracts for its data monitoring and analytics solutions. The result is that analysts expect both sales and cash profits to rise by about a quarter this year. Yet Accumuli’s shares trade at an enticing 14 times full-year earnings and offer a 3 per cent forecast yield, which should appeal to investors."
Welsheagle
28 Nov 2014
Counter terrorism service Accumuli's DDAM 'can address new counter-terror Bill'StockMarketWire | Fri, 28th November 2014 - 09:50 Accumuli, the independent specialist in IT security and risk management, says that its DDAM service can address the increased legal requirements announced as part of the updated counter-terrorism Bill.The aim of the Bill is to ensure that ISPs are able to provide, when requested, information to national security and law enforcement agencies' datasets that can be used to identify device usage against associated IP addresses. This requirement has the potential to place significant technical and financial challenges on organisations that need to comply. DDAM is a modular enterprise solution for the monitoring and recording of DNS, DHCP and IP Address association in a rapid and cost efficient way. It is the result of many years of development, designed for massive scale and is an already proven solution with successful deployments in many of the world's largest organisations. The technical challenges associated with the Bill are mostly around scale. The volumes of data generated on a daily basis within an ISP or Telco provider are massive. Potentially billions of devices are connecting and disconnecting with the providers constantly, and the IP addresses associated with these devices are dynamic, meaning they are constantly changing. This makes linking a device to an activity very difficult and the only way for law enforcement agencies to make this association is by searching through billions of records to make the connections. It is the collection and retention of these records that the Bill is looking to introduce, and which will prove a challenge for the providers. Accumuli says the financial impact of these measures can also be significant. Modern commercial tools that are designed to collect and store data typically charge by volume, so the costs of implementing a suitable system will require significant investment in either development time by the ISPs or a large investment in commercial licences. Director of product management Jon Inns said: "The announcement by the Home Secretary on Wednesday is not a surprise for us, or for the ISPs. Criminals and terrorists are making use of the internet for its speed of communication, its global reach and its ability to hide them in the noise. It was only a matter of time before the Government was going to start asking ISPs to play a more active role in dealing with the threat. "The challenge is how to minimise the impact this ruling will have on the ISPs. This will be a potentially expensive and complex requirement for them to fulfil so we have developed a solution that can deliver on the requirement with minimal overhead to address both of these concerns. DDAM is proven to be able to handle vast amounts of data, is quick to deploy and it's not going to break the bank."
valuemanbuyer
26 Nov 2014
Re: Good H1 results today Agreed Gretel.The fact that we are the only posters is good news because it shows that Acc is hardly followed. That will change as profits and size increase. Downing are a large shareholder here which gives me much reassurance that my own analysis was right. We should be worth 20x earnings IMHO - 34p.
