Arcontech Share Discussion Threads

[elcapital] 06/7/2015 11:01

I cant see it, this is probably about as good as it gets, cant see it much higher, but I can see it lower

[multibagger] 06/7/2015 11:00

So if we are acquired we can expect about 0.4p per share....

[multibagger] 06/7/2015 09:16

The company is as boring as the central banks they deal with - but I remain quietly confident that if you have a 3-5 year investment horizon like I do, we will make some good money.

The lack of liquidity is also a factor which will make this move rapidly when there is any major news or talk of dividends. ARC ticks all the boxed mentioned in Gervais Williams' "The Future is Small"....worth reading if you haven't already

With the cash pile we are sitting on - one of a few things is bound to happen.

1. We may get a maiden dividend after share consolidation sooner than many expect

2. We may acquire another company - though this may require further
dilution/debt and I wonder if that is why Finncap have come onboard.

3. Share buy back

Good luck all :)

[harebridge] 05/7/2015 20:39

Well the report has been out a few days & the reaction was Zilch!Finals out next month- may top up, but the spread is pretty rubbish in this illiquid stock

[multibagger] 05/7/2015 06:56

hxxp://www.octafinance.com/how-will-arcontech-group-plc-lonarc-stock-react-to-finncap-new-ratings-coverage-and-gbx-0-27-price-objective/

[taffy100] 02/7/2015 17:05

finnCap starts corporate on Arcontech, target 0.27p

[harebridge] 19/6/2015 08:16

Finals for the year end 30th June should be published in August.Plenty of cash in the bank, into profits, no debt & contract wins/ retention.Will be looking to add a little more before then. Already hold over 1% of the company.

[elcapital] 11/6/2015 08:27

ccr

I doubt if there is need to panic, but I would add that any trying to get useful information out of IR is like asking a parent if their kid is ugly!

[multibagger] 11/6/2015 06:40

Let us hope that the Mansion House speech by Mark Carney brings some new business our way. Let us see if the rhetoric matches reality and there is more accountability and transaparency in the financial system.

[ccr1958] 10/6/2015 08:19

Lets hope not eh !! We`ll soon know ,no sense of panic from my communications with IR.

[garykc] 10/6/2015 07:43

Hope its not HSBC

[ccr1958] 09/6/2015 12:42

Thanks both ...Yes multi as you alluded to, the anonymity of Our major client is a pre requisite of the deal .. very interesting !!

[elcapital] 09/6/2015 12:10

My experience in this sector was over a decade ago, but I spoke to many decision makers in this sector. There was a clear message, when markets are slow, they want to be as cheap as possible, when it is good, they want Bloomberg!

I do not understand why they would not want to disclose who the client is. I can only think it is at the bequest of the client, who wouldnt want to be seen taking on the cheaper end of the market in bulk, as it makes them look as if they are cost cutting.

[multibagger] 09/6/2015 12:05

In a previous conversation I had asked about the lack of newsflow and the news vacuum which left the stock easy to manipulate in share price terms on low volumes. He said that as a company they were quite low key and did not want to alert their competitors and wanted to stay under the radar. If the market is fierce, as ELCapital says it is, then it may make commercial sense.

I expressed my frustration as a share holder at this approach - but at the end of the day if they deliver then we can't complain. It is after all a choice, whether some one wants to invest or not. He could just as easily say, that if you don't like our strategy, don't invest.

[ccr1958] 09/6/2015 11:33

EL why iyo are ARC keeping this major customer a `secret` surely they should reveal to share holders ?

[elcapital] 09/6/2015 10:44

I agree with CTP, looks a little gem.

ARC has been going for ages, so its difficult to see that is has been overlooked.

[ccr1958] 09/6/2015 09:24

Thanks multi for your research and I, like you have been patient with CTP and MXCP..no probs there ...I just find it unusual that a major customer can not be named ? c

[multibagger] 09/6/2015 09:15

Hi ccr1958 !

I felt that it would be improper to put him in that position - but he emphasised that the technical due diligence that went into the contract being awarded was very valuable as they could now pre-empt any potential issues with other prospective customers. He said that to have bagged the "top notch global reference customer" means a lot to the prospects of the company.

Good things come to those who wait....CTP on fire today....started picking it up when no one was looking at circa 0.7p and almost had 3%, now a lot less with the dilutions. ARC is equally overlooked at this point, though may not move with the same speed.

Good luck all :)

[harebridge] 09/6/2015 08:55

Winning major new contracts & retaining old ones for recurring revenues. Not bad for a tiny little debt free company!

[ccr1958] 09/6/2015 08:46

multi.. why don't they name the `top notch global reference customer`.. ?

[elcapital] 08/6/2015 21:14

A dde link to excel is old hat though

[multibagger] 08/6/2015 21:09

...and they have added a new Open MAMA and Solace interface as announced in the last RNS - below and indicated that they could now address a bigger market.

" Major New Client Win

02/04/2015

ARCONTECH GROUP PLC

(“Arcontech221; or the “Group”)
Major New Client Win

Arcontech Group PLC (AIM:ARC) is delighted to announce the signing of a new major client for a minimum of 200 licenses for its real-time Excel add-in, Excelerator; the market leading real-time data display and contribution solution.

Matthew Jeffs CEO of Arcontech, said, “We are extremely pleased to be working with this highly respected international investment bank. This new client win is affirmation of the quality and robustness of our solutions and the professionalism of our team. At the outset of the project we were put through an extremely comprehensive comparison exercise which lasted more than several months. The result of these joint endeavours is an enhanced solution that, as well as being clearly superior to competitors, has broadened our target market with an interface to Open MAMA and Solace Systems. On top of that we have an important new global client. I am grateful to all parties involved during this collaborative project and look forward to reporting further successes in the future.”

For further information please visit hxxp://www.arcontech.com or contact:

Arcontech Group plc
Richard Last, Chairman and Non-Executive Director, 07713 214484
Matthew Jeffs, Chief Executive, 020 7256 2300

finnCap Ltd
Charlotte Stranner/ Simon Hicks, 020 7220 0500

The new customer was indicated at a minimum 200 licences, but the customer could set up more terminals based on demand or reduce if required on a quarter to quarter basis and ARC would invoice for the additionals. I was told it was a "top top notch global reference customer"....though not mentioned I got the impression it could be Goldman Sachs.

I figured to rate as a major contract win it would need to be in the region of a £ few hundred thousand atleast....given ARC turnover is about £2.1m and EBITDA about 231k (annual extrapolated).

I'm quietly confident.....ARC could well be a dark horse in the investment stakes:)