Arcontech Share Discussion Threads

[janeann] 31/10/2016 20:26

most consolidations I have had the unfortunate experience to encounter result in declining share prices. Need something radical to get this back to where it ought to be.

[oilbuy] 31/10/2016 20:13

No point in a consolidation unless theres is super news to accompany.

[multibagger] 25/10/2016 07:27

Good to know that this may indicate bigger positive ramifications for ARC than I initially anticipated. It is also about breaking the stranglehold of the big 2 in this sector and conflicted customers will jump as the price differential for ARC products is so much more attractive and interoperability is less/not an issue anymore.

There is always a risk in the sense that equally ARC customers could jump ship, but with the big boys charging an arm and a leg with an appalling "take it or leave it" attitude to customers...this could be very good for us. Also reassuring that only 2-3 customers have left us over the last 10 years or so and very low staff turnover as well. I think we will be taken out in the next 2-3 years, if not earlier at a solid premium...next set of full results with a near doubling of profits should get us noticed or payment of a decent dividend :)

Good luck all !

[cbootle] 24/10/2016 22:22

Also, my belief is working with industry groups/standards is a low-cost and highly effective form of marketing. It also shows willing by the company to share, to be flexible working with competitors. This particular technology might well be a requirement for future sales or even as making ARC suitable for acquisition.

[multibagger] 22/10/2016 20:05

Thanks Cbootle for your expert view - much appreciated !

[cbootle] 22/10/2016 19:55

This is very interesting news, with a familiar name popping up:

hxxp://www.openmama.org/news/openmama-enlists-miller-promotion-campaign

Yep, that's Andrew Miller, previous CEO of Arcontech.

The major platforms were originally entirely proprietary, naturally enough. Arcontech wrote handlers for these systems, allowing market and news data to be moved into its own system and contributed out again, hence the "multi-vendor contribution system". It's also proprietary.

Open MAMA is non-proprietary, and so enables those who implement it to talk to each other. That means a financial institutions can mix and match from a number of vendors, and switch if needed - removing the threat of being "locked in". As Arcontech has a wealth of technologies, this really opens the door to them. It's one of those win-win situations.

Of course, it does also mean that a financial institution could switch out Arcontech and replace with one of the competitors. That's the nature of competition, but Arcontech have a long-established reputation and breadth of solutions they can provide; they will quickly be seen as a major player for MAMA.

Note Arcontech joins the Steering Committee along with one of its clients, J P Morgan (hxxp://www.arcontech.com/client-engagements)

And here's Andrew Miller again, representing Tick42, also on MAMA:
hxxp://www.waterstechnology.com/inside-market-data/news/2418871/tick42-eyes-social-media-data-integration-with-glue-for-hmtl

but now's he's promoting Open MAMA though his own company, NetEffect.
hxxp://www.waterstechnology.com/inside-market-data/news/2473459/openmama-enlists-miller-for-adoption-drive


It's a small world, all linked up!

As for the share price, a dip means time to me to top-up!

[multibagger] 21/10/2016 10:15

My layman's take on today's RNS - Always good to be recognised as an expert and be invited to contribute to the development of standards and interoperability across a major platform. Any thoughts cbootle on the importance or otherwise of Open MAMA and its future role in this market segment ?

We have moved down in share price since consolidation but this is on tiny trades. People forgetting that almost all future contracts and recent contract wins will are very likely to go straight to the bottom line, as no increase in headcount as far as I aware. I am expecting an almost doubling of profits for the coming year, which makes ARC attractively placed...and the possibility of a progressive dividend policy :)

[multibagger] 21/10/2016 07:07

21 October 2016

ARCONTECH GROUP PLC

("Arcontech", the "Company" or the "Group")

Open-MAMA Steering Committee Membership

Arcontech plc, a leading provider of real-time market data management solutions, is pleased to announce it has been elected as a member of the Steering Committee for Open-MAMA, an open source project hosted by the Linux Foundation. Current Steering Committee members consist of J.P. Morgan, Vela Trading Technologies, Solace Corporation and Tick42 and in joining them Arcontech will provide additional expertise towards the provision of Open-MAMA's open and agnostic solutions. Open-MAMA is used widely across the financial community where it enables high performance connectivity for data and messaging between organisations and systems.

Matthew Jeffs, CEO of Arcontech said:

"We are very happy to join and contribute to the Open-MAMA project where we can leverage our experience in providing flexibility and choice within the financial marketplace. Of late we have seen significant interest and uptake of Open-MAMA by large financial institutions, and having built and integrated some rather involved software with the Open-MAMA code for our clients, feel we are well placed to contribute".

For more on Arcontech see: www.arcontech.com

For more on Open-MAMA see: www.openmama.org

[cougar99] 19/10/2016 15:14

Please o0rrect me if I am wrong - it seems Suresh Chari has added just over another 1% of this company to his holding since September...?

[isa2020] 07/10/2016 01:39

Banking Software company Misys is to rejoin London Stock Market possibly valuation of £5.5 B, they cite figures from IDC, research group, 'that spending on software by banks could reach as much as $35.8bn by 2019.' How much of that pie is 'Arcontech-ARC going to receive? Could Misys or Sage, buy ARC? We'll see

[isa2020] 05/10/2016 13:20

Wonder what's with the small sells (wouldn't even cover dealing charges)

[2magpies] 30/9/2016 08:20

Troubles in the banking sector, it seems.

Is Deutsche Bank a client of ARC?

[multibagger] 29/9/2016 06:41

Most welcome Cheeky :)

[cheeky13] 28/9/2016 15:41

Many thanks multibagger.

[cougar99] 28/9/2016 15:22

I thought the % spread was anticipated was meant to get less after consolidation?

[multibagger] 28/9/2016 08:12

New beginnings on a much stronger footing....onwards and upwards :)

[oilbuy] 28/9/2016 08:03

Onto a new level guys and girls. I have high hope for a big deal to come our way !

[cougar99] 28/9/2016 00:51

mb - thanks for comprehensive update on the meeting .... little surprised at the rationale behind not recruiting additional sales staff .... look forward to the future ....

[isa2020] 27/9/2016 20:09

Who sold - Oh, share price, normally drops after consolidation , on Aim. Let see, hope I'm wrong

[cbootle] 27/9/2016 15:00

Following approval at the AGM held today, 27 September 2016, Arcontech Group plc are consolidating every 125 existing ordinary shares into 1 new ordinary share.

The new consolidated shares are due to commence trading on 28 September 2016.

[multibagger] 23/9/2016 07:53

MM have marked up pre-open...

Edit : gap up :)