Arcontech Share Discussion Threads

[swizz] 28/5/2013 13:41

Online trading limits appear to have been cut right back, I have not seen this in Arcontech before, something brewing? or perhaps just a glitch?.....GL S

[swizz] 27/5/2013 08:26

I see someone managed nip in and pick up 2million shares just before the bell....GL S

[bill182] 23/5/2013 13:05

swizz - I think Investec appear to be selling into any rise, although this is by no means certain. I am also watching closely and will probably add again if it drops any further.

[swizz] 23/5/2013 12:43

It looks as if the the exuberance of the new CEO has wore off quickly with some, that said I suspect Investec or another seller in the background, I wonder what our old CEO has planned for his share holding?, it may be top up time for me again!.........GL S

[swizz] 20/5/2013 13:09

bill182 - Let's hope so, April and May do appear to be news flow months historically,......GL S

[bill182] 19/5/2013 19:59

swizz - on the 8th March Investec held 9% of the shares, so they could well have sold enough shares to take them below the 3% notifiable figure, although as you say they have to inform the market at some point.

They have updated the website very recently, as I emailed them last week regarding the incorrect information on the current directors.

Let's have an RNS next week with some good news!

[swizz] 19/5/2013 07:38

bill182 - On the subject of Investec, I don't know if you had noticed?, but on the companies website they are no longer listed as a major shareholder, as of 12th March Investec were holding 137,577,901 shares, approx 8% of the company, I take it they are know holding less than 3% and hopefully with recent activity they are almost clear?, perhaps we will see a holding RNS at some point in the next couple of weeks?....GL S

Major Shareholders (including directors):

Hargreave Hale Nominees Limited - 165,982,635 (including 20,000,000 as nominee for Directors)
Dartington Portfolio Nominees - 119,909,720 (including 10,081,000 as nominee for Directors)
Pershing Nominees Limited - 253,017,531
Vidacos Nominees Limited - 119,500,909
L Barton - 123,927,000
M Levy - 2,286,960
R Last - 144,052,635

[swizz] 17/5/2013 09:28

bill182 - Agreed on the Investec thought, I have taken a look back through the trade logs for the last few weeks and it does look as if the mm's have a ready supply of shares, with the pick up of interest since the new CEO news, at least we appear to have a more orderly exit,

Trading and contract news would certainly help, along with directors purchasing to underline the value, that said if there is material detail to share in the weeks ahead, we would not see any share purchases from the BOD or the new CEO, very much a wait and see, as it has been for a number of months.......GL S

[bill182] 17/5/2013 09:18

swizz - it looks like Investec could be offloading again. We definitely need a trading update or some contract news from the company which would then allow Investec to divest of all their shares, if that is what they want to do.

Value will prevail here, and as you pointed out with INVU yesterday, it doesn't take that much to see a huge change in sentiment.

[swizz] 17/5/2013 08:18

Early bird purchase this morning of 2 million........GL S

[bill182] 16/5/2013 10:38

A decent buy of circa 1.2m shares has gone through this morning. Very little downside in my opinion, so we should see the share price testing recent highs again.

[bill182] 16/5/2013 09:51

Morning swizz - thanks for the link and info. Yes, our time will come, and hopefully we will not have to wait much longer!

[swizz] 16/5/2013 09:32

Interesting reaction at Invu PLC results today, not quite the same model, but there are similarities, however their balance sheet is not a patch on Arcontech, nor IMHO is their business model or IP, however a confirmation of first profit in some years has underlined what affect that can have........GL S

[swizz] 14/5/2013 06:27

flashheart - It is a nice thought, however I don't see ARC being a potential "10 bagger" in the blink of an eye,

For me as detailed before, they are a solid company with clearly some very sound and respected IP, and one would hope based upon recent news flow are very close to breaking through in to profitable trading, I would hope having seen them come through relatively unscathed, what could be best described as a financial sector melt down, they could now be best placed to drive home their IP and I would also hope to see this on a world wide basis, certainly with MJ the new CEO, you could actually see that happening, in addition IMHO it could be a sector to see M&A activity and if that was to happen you may indeed see your COMS like rise...dyor....GL S

[flashheart] 11/5/2013 08:25

Absolutely. Don't know if any of you agree but I see this as a possible progression similar to COMS of late though maybe not quite as aggressive.

[bill182] 10/5/2013 12:55

swizz - thanks for the links. I think we are ever so slowly building up a head of steam! As you said yesterday, when the company next gives a trading update which could be quite soon given the CEO appointment, it should attract quite a few new investors.

[swizz] 10/5/2013 12:35

Missed this one from a couple of weeks ago, Co sponsors of the Tokyo Financial Information Summit 2013, once again in amongst good company.....GL S

Link.....

[swizz] 10/5/2013 12:05

Interesting to note our lead exhibitor status at the Asia Pacific Financial Information Conference in Hong Kong, alongside some good company ......GL S

Links....

[swizz] 10/5/2013 10:01

I was just about to say bid holding ;-) ........GL S

[swizz] 09/5/2013 18:13

flashheart - Prelims not due until early August, what I would hope to see before then is a trading update/contract award/product update, a combination of 1 or all 3 would not go a miss!

I would also hope the new CEO would be in a position in the weeks ahead, to further update shareholders in relation to his aspirations for the company, that said he has only been in role for a couple of weeks, so one would expect a month or so of settling in and reviewing the team/activities, however his opening gambit on appointment, alongside the Chairman's note has certainly set the tone......GL S

Richard Last, Group Chairman, commented:

"I am delighted that Matthew has decided to join Arcontech as Chief Executive. His knowledge of Arcontech's sector together with his wide knowledge of international business will be a great asset to the Group. I believe that Arcontech has considerable opportunities which will only be enhanced by Matthew joining the Group."

Matthew Jeffs, Chief Executive, commented:

"I am extremely pleased to be joining Arcontech, which has a well earned reputation within the financial sector as an innovative and trusted partner. Together with the team, I look forward to building upon these qualities to grow and deliver the undoubted benefits Arcontech provides to an expanded audience."

[flashheart] 09/5/2013 12:23

Topped up some more today and indeed is looking interesting. Will be even more so when the next results are divulged.

[bill182] 09/5/2013 12:20

Buys still outweighing sells so far today. It is looking very promising!

[bill182] 09/5/2013 08:08

A nice bright start to the morning!

Swizz - you make some very valid points. I am sure as people do their own research, they will also see the tremendous potential at the current share price.

[swizz] 08/5/2013 18:52

bill182 - A decent day with the close above recent highs!

One would hope that the positive position we are seeing across world wide indexes, along with a sizeable number of the financial institutions, banks included getting themselves back in to shape, is resulting in a cross over with the trading performance of Arcontech,

With strengthening profits and balance sheets within the sectors Arcontech support, this is hopefully being transmitted in to systems and infrastructure spending, along with the ongoing service contracts to support?......GL S