||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Arcontech Share Discussion Threads
Showing 3301 to 3323 of 3325 messages
|Given a breakout is on the cards with this move I'm surprised that it's attracting the odd sale, although I guess we all have our price.
Offer now up to 53 but still only 100 available to buy online.|
|Most welcome gleach23 and glad you are benefiting - we all pick up tips from one another !
Onwards and upwards ARC :)|
|Well I have you to thank for your tip on battlebus's thread in early Dec, so thanks!
On the back of the trades today I would expect a further rise pretty soon by a few pence to take out the previous high and then may consider a trailing stop, although I'll have to think hard about that because of the illiquidity you allude to.|
|Agree gleach23....these trades are good sized by ARC standards.If a few more thousand shares are bought, we could well cross 55p. Which would be new high I imagine.
Patience pays and many on here have been buying and holding :)|
|I note 5k bought @ 153 too...bodes well|
|Currently just 100 shares available to buy online multibagger, even after the rise in SP|
|A couple of trades to start the day....given the poor liquidity and the potential that dividends may be announced, ARC could get seriously interesting :)
....here's hoping anyway ;)|
|Some trades today....looks like we may have a small tick up, if buying continues.|
|Just spotted another new name on the over 3% club, when checking the company website....
N Ridge with 508,488 shares or about 4.10%
Good to see some solid holdings cropping up - it looks like the free float is getting lower, slowly but surely.....now over 53% held by what appear to be strong hands.
That means when any good news is announced, ARC is going to add pennies to the share price in very short order.
Good luck all :)|
I guess this is an unusual share, hence flying under the radar for so long, and when there's no RNS or other news for long periods, the share price slips.
As we know, the fundamentals are great. Their customers are primarily large financial institutions, who tread very carefully and slowly, with full due diligence. It takes months, if not a year or so, for prospects to become contracts. As we've seen, new contracts go straight to the bottom line as profit, as the company is self-sufficient on RALFs (recurring annual licence fees). The flip-side of the long lead-times for new business is that clients take a similarly long time to end contracts, and as Arcontech products are excellent and cost-effective, that's a rarity.
The long-lead times also make commission-based sales people wary, and it's hard to find sales people with the right experience and knowledge anyway. Clients in this market prefer to speak directly with senior level developers and directors. Arcontech's being elected as a member of the Steering Committee for Open-MAMA is excellent news for raising visibility.
At some point the market will notice, and see the value of the company, e.g. on dividends or next results.
All IMO of course.|
|Some early guesses as to what year end June 2017 post tax / net income could be...we could be in the region of £750-800k (without any further contracts being announced.)
Market cap of around £5.8m, PE of around 7.6 and net income of around £750-800k and the likelihood of a dividend - what's not to like ?
Any thoughts ?
Good luck all :)|
|if I had known you were going to do that Id have made a bigger top up first thing up this am!!!|
|I have also liaised with Steve Frazer and Daniel Coatsworth from Shares Magazine requesting coverage of ARC - let's see if that comes about !|
|Was looking for that mulitbagger - thanks for posting!
And its finally moving after a few trades - doesn't take much.|
Three upsell agreements
Market Cap: £4.6m
Target Price: 60.0p
020 7220 0552
Arcontech has announced three upsell agreements, together worth £115k/pa. These new agreements match the business’s current revenue profile – being recurring ‘term licences’, which provide excellent levels of revenue visibility and as such, should contribute for seven months in the current financial year (£67k) and fully thereafter and together with the £95k/pa contact extension (announced 23/09/16) demonstrate that momentum is clearly positive. As a consequence of these contract wins and the visibility they provide, we believe that Arcontech is already well positioned to meet our full-year expectations and look forward to interims as an opportunity to review our full-year forecasts more closely.|
|I hope/expect you are right - but we will have to wait to feb to find out..|
|Hidden gem in plain sight but sometimes market takes time to wake up and gives me time to load up - Anthony Cross of Lion Trust fame is no fool to take 13% of the Company in his personal capacity, I would imagine.
What is so striking that the RNSs over the last 4 months are greater than the profit after tax for 2016 which was £402k....
and at the AGM we were told that "we have not scratched the surface"....
I would expect dividends to be announced in 2017 (my guess nothing more)|
|ahhhh - but you need the wider world to appreciate that point
I agree with you - perhaps when they actually declare a dividend that will bring it to wider attention|
About £1.6m in cash (when last announced and likely to have grown)
Market cap of about £5m
Profitable and growing revenues
Decks cleared legally for dividend payment - could be progressive
Recurrent sticky customers - Bank of England, Bank of International Settlements, Citi, JP Morgan, Deutsche Bank etc - take a look at ARC homepage
Hardly any attrition of customers
Significant management stake in business
Employee turnover low and several have a stake in the business
Excellent, conservative and stable management team with high integrity
....that's why I fully agree with Taffy100 that this an investment no brainer :)|
|Multibagger? I agree. I believe New contract wins largely go to the bottom line and are recurring.
No debt, cash at the bank and growing profitabilty. A no brainer for me.|
|Given that our expenses are already more than covered for by existing revenue, I would surmise that these additional revenues are pure profit.
So since Aug 2016...annual, recurrent revenue highlighting RNS include
18.08.2016 = £285k
23.09.2016 = £ 95k
02.12.2016 = £115k
Total additional revenue pa = £495k
The market will very soon realise how undervalued we are....wake up folks :)
Edit: Profit after tax for 2016 was £402k|
|Patience will be rewarded. Well managed and steadily growing profitability,|