Accsys Tech Share Price (AXS)

Considering the state of the building market, holding up bizarrely well. Fantastic product but with raw material on the other side of the planet I don’t know how. Any news from Mello presentation ?

One for AXS potential investors or current shareholders... Dr Jelena Arsic van Os (CEO) & Sameet Vohra (CFO) will be joining us on the 9th March for our MelloMonday webinar starting at 5pm. AXS will be presenting around 6:00pm.

Tickets are available via our website.

Use code LSE40 for 40% off tickets. Use code MMSHCOMP26 if you are a AXS shareholder for a free ticket.

~4 years (to ~2030) is a fair ballpark for when a hypothetical copycat could realistically become profitable and pose a credible threat — assuming they start building now and core patents start expiring around 2029. Investment risk for Accsys shareholders would likely increase noticeably in that 2029–2032 window if no strong new barriers emerge (e.g., via dominant scale, brand loyalty, or extended IP). Until then, the moat looks durable, with Accsys tracking well on its FOCUS strategy (strong volume/margin growth, deleveraging).

This isn't imminent disruption — Accsys positions itself as having a "de-risked" path to FY30 targets (double-digit volume/revenue CAGR, strong profitability). But yes, the clock is ticking on the original IP, so the next few years are key for solidifying their lead. If you're investing or analyzing, watch for updates on new patent filings, licensing deals, or competitor announcements in modified wood.

Does anyone know when the Accoya patent runs out?

Anyone got any idea what the enormous trades were today?

If I had a pound for every time a company talks about inflexion points! If they can show debt falling and there is real evidence of a recovery in building then this is a no brainer. I have used accoya and can testify that if I was still making external joinery this would be my number one choice over any other timber. Tricoya is probably the same but so expensive. It’s easy to do cost comparison between accoya and oak which is pretty even. As a supplier of wood products you can’t beat the confidence that this product delivers in terms of stability and longevity. . I should think it will become a mandatory specification for most architects if not already. It’s been somewhat mission being founded back in 2005 I think. Not withstanding all the problems along the way to make this commercially viable, I would hope there well deserved success in profitability is very tangible in the future years