Arcontech Share Discussion Threads

[multibagger] 29/4/2015 12:55

Welcome Janeann !

Quite a quiet board really...just me wittering on ! Good company though and I think we will be well rewarded in time. ARC may be stirring :)

[janeann] 29/4/2015 12:41

just joined you here with a small top up and pushed the price up as well!

[multibagger] 28/4/2015 21:04

Some decent buys today...someone is taking 5m chunks...has happened a few times over the last fortnight or so....may be we are stirring with a "golden cross" not far off now :)

[multibagger] 27/4/2015 12:43

Excellent news ! I was a tad worried when I saw a holdings RNS and thought that AC may have reduced. I am pleased that he added and now holds 13.1%

He clearly sees value and potential(bucketloads of it)as a cash cow. It is very unusual for any one fund to hold so much of a single company.

While we are waiting ...atleast we are in good company and the share price will reflect value eventually.

Good luck all :)

Edited:

[harebridge] 27/4/2015 12:06

Anthony Cross increases his stake in Arcontech from 12.62% to 13.1%I wonder why he is so fascinated in this company?

[multibagger] 24/4/2015 06:02

free stock charts from uk.advfn.com

[multibagger] 22/4/2015 07:34

Few fund managers take a double digit percentage stake holding in a company....the very fact that Anthony Cross has done this clearly indicates the potential he sees in Arcontech.

His track record speaks volumes.....and I am sure ARC will come good as well :)

[multibagger] 22/4/2015 07:19

We are in very good company with Anthony Cross/Lion Trust holding about 194m shares / about 12% of the ARC equity.

Lion Trust (LIO) have released their trading update today (these are some excerpts)....

RNS Number : 9055K
Liontrust Asset Management PLC
22 April 2015

LIONTRUST ASSET MANAGEMENT PLC

Trading Update
Liontrust Asset Management Plc ("Liontrust" or the "Group"), the specialist independent fund management group, is today issuing its year end trading update for the period from 1 April 2014 to 31 March 2015.

Highlights
-- Assets under Management ("AuM") increased by GBP881 million or 24% over the financial year to GBP4.5 billion. AuM as at close of business on 20 April 2015 was GBP4.6 billion.
-- Net inflows of GBP667 million in the financial year (2014: 381 million).
-- Economic Advantage team awarded its first Institutional mandate (GBP95 million).
-- New global equities team to join Liontrust in May 2015.

"We have strengthened our award-winning Economic Advantage team with the key recruitment of Victoria Bates. She will primarily work with Anthony Cross on researching, analysing and selecting small caps for the team's funds.

"We have also started to broaden our distribution capability internationally and have already begun attracting inflows from continental Europe.
"Our sales in the UK retail market in the first quarter of 2015 were impacted in part by the uncertainty surrounding the outcome of the General Election. We are confident about the outlook, however, given the strength of our long-term fund performance and the quality of our fund management teams. Seven of our eight actively managed unit trust funds are in the first quartile of their respective sectors since launch or the current managers took over the running of the funds.

"We continue to receive independent recognition through winning a number of awards in recent months, including Stephen Bailey and Jan Luthman being two of only 30 managers being named in Financial Express' Hall of Fame."

Awards

We are proud to announce the following awards for Liontrust in the financial year ended 31 March 2015:

-- The Liontrust UK Smaller Companies Fund was named the UK Smaller Companies Fund of the Year by Investment Adviser magazine in October 2014.

-- The Liontrust UK Smaller Companies Fund was named as the Fund with the Best Risk Adjusted Return (Equity) by Rayner Spencer Mills in November 2014.

-- Liontrust was named runner up in the award for the Progressive Group of the Year by Rayner Spencer Mills in November 2014.

-- The Liontrust UK Smaller Companies Fund was named as the Best UK Small Cap Equity Fund by Morningstar in February 2015.

-- Jan Luthman and Stephen Bailey are two of only 30 managers to be named in Financial Express's Hall of Fame in March 2015.

-- Anthony Cross and Julian Fosh were named Best UK Equity Managers by Financial Express in March 2015.

-- Liontrust was named by the London Stock Exchange Group as one of the 1,000 companies to inspire Britain in 2015. These are the "UK's most exciting and dynamic small and medium-sized businesses".

[multibagger] 17/4/2015 08:13

Thanks harebridge....if he is right we should retest the .003 level and "it is quite an encouraging picture". I agree that we will gradually pull away from our current price level. I am hoping that further announcements of substantial contracts or an acquisition may propel us to the 0.005 to 0.006p level - given our profitability, cash in hand and market cap.

3 v 1 for starters...

[harebridge] 15/4/2015 18:07

Zac Mir talks about Arcontech

[multibagger] 15/4/2015 12:08

Garykc,

Maybe many of the stale holders have sold out - so I hope we can move upwards in the next few weeks. Wonder who has been buying in quantity though - I would expect a Holdings RNS in the circumstances.

The announcement of cash balance of £1.291m as of 19 Mar 2015 and the change of NOMAD makes me wonder, if ARC are looking at an acquisition. Organic growth is good but can have its limitations. If we are not acquiring, then I hope that talked about dividend comes sooner than we expect. At our current market cap of under £3m, we are a sitting duck for any takeover.

Anyway, idle speculation on my part - as I have a day off work and relaxing :)

[multibagger] 15/4/2015 08:45

Good to see over 5m bought today so far..may be will help us close blue :)

[garykc] 15/4/2015 08:25

Can't even buy £5k's worth with H&L.

[multibagger] 15/4/2015 08:19

Another 3m bought :)

[harebridge] 15/4/2015 07:52

A couple of 5 million buys yesterday which weren't rollovers (same purchase price of 0.2p) bode well for today

[tom111] 14/4/2015 10:20

here we go on the up

[multibagger] 13/4/2015 07:56

5 v 1 at open.....could be interesting :)

[primatologist] 12/4/2015 08:27

Looked like a pump for sure. The best money is made in these pumps

[multibagger] 10/4/2015 07:27

Thanks harebridge - I agree that we have a hammer, but would be more convinced if it was backed with good volumes. Eitherway, it is good to see that we did not drop back. Let's see what happens over the next few weeks/months. I expect a gradual pull away upwards from this price range once we have pension pots looking for better returns.

[harebridge] 09/4/2015 21:04

From a technical point of view, the share rebounded strongly off its 50% drop (Fibonacci level) from Thursday's high of 0.325p.The hammer that formed on the chart today is extremely bullish.

[multibagger] 07/4/2015 21:03

I get the feeling that finnCap may be better placed NOMAD for ARC - richer experience in the fintech sector I gather. The question for me is that we are sitting on £1.291m.....which should be put to good use or returned to shareholders. I am told that to consider the legal costs alone regarding redesignation of reserves (I don't claim to understand this process) which will enable ARC to pay a dividend will cost in the region of £25k - 30k.

Also this new contract win with a highly credible investment bank, may well ease the winning of more contracts by serving as a reference customer.

So could it be that we may be considering an acquisition ourselves, if the right size and "fit" company comes along...will additional funding be needed ? This is a speculative take on the reason for a change of NOMAD.

The next couple of weeks is crucial IMHO to determine whether we will be back to business as usual on the market - low volumes and market apathy or whether there will be continued interest and improving sentiment after a period of consolidation/accummulation. It will be interesting to know where the 239m shares came from...

I am really pleased with the improved share price since last week, but we are not really far off share price wise from where we were from before the results update. Feels like hard work, but hopefully it will pay off in the end.

[mr_dross] 07/4/2015 09:10

10% premium just paid for a million on the shake

[harebridge] 06/4/2015 18:31

A few more years of growth like this could see it become a 'Zulu share' in the making. The market cap is way too low at the moment.Hopefully finnCap can put Arcontech on the radar of any small cap funds.A very exciting debt free prospect sitting on quite a bit of cash relative to its market cap.

[multibagger] 06/4/2015 17:25

Trading volumes over the next few days will tell us whether last Thursday was an aberration or a welcome change in sentiment. With the churn of over 15% os the shares we now have some fresh investors on board and hopefully over the next few weeks and months some increased liquidity from pension pot money looking for growth and a good home.

[multibagger] 05/4/2015 13:39

I fully agree that we have very marked swings in the share price, often not supported by volumes. In the absence of any meaningful PR, prices can be more amenable to "manipulation" by MMs. To get to a 1p share price will mean that our market cap would be about £15.36m. Given our current levels of profitability, this is not going to happen soon (though I would love to be wrong !).

I think that share consolidation will presage a dividend payout and may occur well before we get to a 1p share price. We are already profitable and hopefully increasingly so. We are rapidly building up cash - uptp £1.291m at last count. If we are not investing heavily in software development, then are bottom line will be swelling rapidly with every additional contract and recurrent revenue.

A 0.1p dividend payout on a "consolidated 10:1 basis" will mean that to service 153m+ shares will cost about £153k. This I would think is affordable and sustainable to start with and as profits grow hopefully we will see a progressive dividend policy.