Member Info for Alfacomp

Don't talk BS - this is a small cap stock, you can forget about technical analysis.

If the board didn't listen to shareholders when they come back to us to ask for more money (i.e. dilution) then we WOULD have good reason to complain. As the situation here is the opposite of this then we can have no reason to. At least this company does appear to have a useful product and is developing an ongoing revenue stream with existing customers, unlike some of the cloud/vapour ware that is out there on AIM. By the sound if it the BOD woke up an smelt the coffee some time back and just need to explain to us now why we are not going to be getting quarterly KPI figures to obsess about. Good. Hype time is well and truly over so now we can expect them to concentrate on growing a profitable business.

immediately. After 2.5 years in the job, announced at no-ones watching o'clock on friday afternoon. hmmm - worrying signs.

Thanks BM, one confusion cleared up.

I bought GBP3000 at 11.30 am today at a price of 2.20 but this is still not showing.

Jack, I've never actually seen accoya in the flesh, so to speak, but was commenting on the 3rd party/distributor marketing - it seems those guys 'get it' and will be able to communicate the benefits of accoya to the end users. So often with new products or technology the marketing message does not get transmitted well by distributors (generally quite conservative). I have no idea how the DW issue got so out of hand, but it seems that AXS have got beyond that now and the SP is recovering strongly.

SP is again testing the high of 76 reached at the start of the month - the highest it has been in more than 6 months. Saw my first Accoya products in a windows and doors catalogue the other day. 'accoya, accoya', I said to myself - that name seems familiar, then it clicked. They looked good and got a pretty good marketing argument made for them.

Hmmm, one wonders when the placing is going to be announced after this sudden goods news ?

to look for buyer of IntelliSAW side of the business - I'd always suspected that the company may have been spreading itself a little too thinly. IntelliSAW seems a reasonably mature product now, that someone embedded inside the electrical distribution industry could perhaps better take on and run with - after all it is essentially a marketing job now. This would leave TRT to concentrate on developing more for the tyre monitoring space, which now also seems to be taking off with the Snap-on tools connection. Also pleased that the BoD are looking to capitalise on the IntelliSAW assets rather than simply placing out more shares. I think the share price where it is now has more than factored in any bad news, but no doubt there will be some who will sell simply as a reflex action, so look out for some bargains later today.

After very slow and steady SP rises the last two days have been characterised by wild, almost chaotic behaviour of the SP. Hopefully this will work itself out and we can get back to more conventional assessment of AXS prospects for the future.

Having said that the price has still only just recovered back to the level it was 6 weeks ago. There's still some way to go before getting anywhere near the 5.5p price prior to last novembers AGM meeting. At that point the SP was hit by association with the big mining concerns and has dropped virtually monotonically since then, suggesting a persistant seller (or sellers), but the bottom has been reached for the SP now, and the despair in the resources sector has moderated somewhat so I would expect this SP to recover to levels around 5p, regardless of any contribution this year from the Snap-on tools contract.

Possibly, - the volumes are definitely much higher today than the average over the last few weeks.

It's not that much compared to other volumes earlier in the month, and actually quite a lot less than at the start of january - it's just that after a slow decline the price seems to have hit the bottom and is now starting to move up. But being a small cap it can move up quite quickly, as we are seeing today. There may not be too much more time to add to any holdings.

To a fundamental technology company with clearly identifiable, and expanding, niches, with cash in the bank of about 50% of the market valuation. Good thing I topped up again last week !

No volume until the end of last week and then 10% drop this week and no RNS to blame ?

Over the last 10 days almost every single trade has been at a higher price - there has been virtually no selling. However there is still at least 25% to go before reaching last years highs of 95+ so it looks like there is still plenty of upside potential to take advantage of the 42% increase in revenue reported in the last RNS. As usual DYOR.

http://www.stockopedia.com/content/small-cap-value-report-17-feb-2015-shft-mec-ptd-sph-92313/ Paul seems to think that the drop is also somewhat overdone, and is rather bullish

Such a drop on the only slightly lukewarm RNS of this morning seems overdone. Pittards SP was making good progress back to the levels at which it should be (approx 175) so this hiccup is likely to be overcome by the existing momentum reasonably quickly. A good point to buy in again.

Simon Thompson at IC has tipped this share as one of their bargains shares of the year. I can see ST running and running with this as there's lots of action for him to write about.

Tipped in IC this morning by ST, alongside zero chinese stocks(phew!) - SP has now broken out from previous resistance at 125 so next resistance point is at 175. The key thing is that the company is very strong in its niche (how many other companies could be named who have developed their own waterproof leathers) and is now starting to move up the product ladder to gain extra margin with its own high end brands.