Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on ACTUAL EXPERIENCE PLC. We currently have 16 research reports from 3 professional analysts.
|04Apr17 15:29||RNS||Holding(s) in Company|
|04Apr17 15:27||RNS||Holding(s) in Company|
|24Mar17 16:16||RNS||Exercise of Options|
|22Mar17 15:14||RNS||Directors Dealings|
|22Mar17 14:39||RNS||Holding(s) in Company|
|20Mar17 11:23||RNS||Result of General Meeting|
|03Mar17 12:18||RNS||Result of AGM|
Frequency of research reports
Research reports on
ACTUAL EXPERIENCE PLC
ACTUAL EXPERIENCE PLC
Small Cap Breakfast
28 Feb 17
Mineral & Financial (MAFL.L) | Redde (REDD.L) | UK Oil & Gas Investments (UKOG.L) | Swallowfield (SWL.L) | Avanti Comms (AVN.L) | M i l e S t o n e G r o u p * (MSG.L) | Actual Experience (ACT.L) | CyanConnode Hldgs (CYAN.L) | Capital for Colleagues (NEX:CFCP) | Sandal (NEX:SAND)
N+1 Singer - Actual Experience - 2017 – a milestone year for revenue
19 Jan 17
A channel or partner strategy typically proves to be a long journey, but getting it right rewards patience with global reach and more amplified revenues than a direct strategy would have done. 2016 reflects the significant investments AE has made to support the rollout of its technology to the customers of the four significant channel partners it has secured to date. After all the hard work to progress the partnerships to revenue generation, the group indicated that it expects one or more of its channel partners to generate significant revenues in the coming year. An illustrative revenue model we have built shows a partner could potentially generate revenues of $1.6m in year 1, growing to $50.1m in year 5. Our bullish stance on the company is in the context of this potential revenue profile, the partnerships already secured, and the potential for many more.
N+1 Singer - Morning Song 19-01-2017
19 Jan 17
Actual Experience (ACT LN) 2017 – a milestone year for revenue | Bagir Group (BAGR LN) Independent NED appointment to strengthen Board composition | Bioquell (BQE LN) Reassuring pre-close statement | Carador Income Fund (CIFU LN) Q4 dividend increased to 2.75c, 0.5c higher than forecast | FreeAgent (FREE LN) Contract with Royal Bank of Scotland | Halfords Group (HFD LN) Excellent Q3 update, special divi and confidence in FX mitigations | N Brown Group (BWNG LN) Robust peak trading with reversal of drag from older titles | NCC Group (NCC LN) Interims confirm underlying business sound | St Ives (SIV LN) Downgrade | Summit Therapeutics (SUMM LN) Dr David Roblin appointed Chief Operating Officer and R&D President | Wilmington Group (WIL LN) Acquisition – Further scaling of Healthcare
N+1 Singer - Actual Experience - 3-yr framework agreement with Accenture
24 Nov 16
We are very bullish on Actual Experience and believe the group’s technology, addressable market and reach is capable of transforming the group into a much more valuable business than currently. The group’s ability to measure and analyse digital experience quality remains unique (validated by global partners) and has applicability to almost all enterprises globally giving it a very significant addressable market. The insight it provides is very valuable, helping business leaders make informed decisions on risk management, customer service, brand development and capital allocation. As with all technology companies, effective sales and distribution is crucial to maximise potential. Actual Experience has predominantly a channel strategy – today’s announcement of a 3-yr framework agreement with Accenture, its 4th global channel customer, should further drive the rollout of this technology globally. We remain very excited about the group’s future.
Earnings upgrade following acquisition
17 Apr 17
Following the recent acquisition of Ingresso we upgrade our estimates by c10% in 2017. Ingresso owns and operates a software platform which enables sales through global third party distribution channels. This looks another smart acquisition by ACSO who continue to create a more efficient flow in the extremely fragmented leisure and ticketing industry. We increase our T/P to 2000p and upgrade to BUY.
N+1 Singer - Servelec Group - Calling the bottom
20 Apr 17
We are increasingly confident that Servelec’s travails are behind it and the business is returning to growth. Recent share price weakness looks unwarranted in this context and the valuation now looks compelling. Our forecasts are essentially unchanged, but we see medium term upside as the group’s markets improve. Servelec remains a key idea for 2017 and we reiterate our Buy recommendation and 325p Target Price.
N+1 Singer - Morning Song 24-04-2017
24 Apr 17
First Derivatives (FDP LN) FY slightly ahead as strong trading momentum continues | Goals Soccer Centres (GOAL LN) A potentially exciting corporate development | mporium Group (MPM LN) 2016 results: course set for exciting 2017 | Vectura Group (VEC LN) VR315 risk outweighs longer-term potential
Pickup in H2 organic growth as expected
20 Apr 17
Headline revenue growth of 19% reflects a full half contribution of ID Scan and a pickup in organic growth to 12% across the year driven by the excellent performance from the higher margin international services. The mix effects of this growth resulted in EBIT of £17m, 4% ahead of our forecasts, and a 1.1pp improvement in the operating margin.
19 Apr 17
Lombard Risk Management* (LRM): Beats demanding growth and profit forecasts (CORP) | Frontier Developments* (FDEV): Steaming ahead (CORP) | Tax Systems* (TAX): Right place, right time (CORP) | Acal (ACL): Stronger H2 and brighter outlook (BUY) | Fenner (FENR): Interim results signal upgrades (BUY) | Minds + Machines* (MMX): US and Europe domain sales (CORP)