Share Name Share Symbol Market Type Share ISIN Share Description
Arcontech Group LSE:ARC London Ordinary Share GB00BDBBJZ03 ORD GBP0.125
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 61.00p 59.00p 63.00p 61.00p 61.00p 61.00p 0 07:48:53
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 2.3 0.4 3.8 16.1 7.81

Arcontech Share Discussion Threads

Showing 3451 to 3475 of 3475 messages
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DateSubjectAuthorDiscuss
21/11/2017
07:50
Thanks, gsbmba99 - much appreciated. apad
apad
21/11/2017
07:33
APAD - the annual reports have some info on customers. Customers are not named but names overheard include the BofE, JP Morgan and Deutsche (no idea on order of importance). Looking back over time, Customer 1 was £518.7k in FY14, £585.4k in FY15, £601.6k in FY16 and £613.0k in FY17 representing growth of 12.9% (FY15), 2.8% (FY16) and 1.9% (FY17). Customer 2 was £336.2 in FY14, £338.3k in FY15, not listed as over 10% in FY16, and £357.3k in FY17. Customer 2 may be different in FY14/FY15 and FY17. Customer 3 was newly listed in FY17 as £309.2k (up from below 10% (£214k) in FY16). Customer concentration is extreme with top 3 customers >50% revenue.
gsbmba99
20/11/2017
20:15
Hi APAD! Strictly speaking, they don't "supply real time data from a number of sources" - what they do is supply software that allows this to happen. Typically, large financial institutions have a number of data feeds, including their own (often created on Excel spreadsheets, using Excelerator, a big seller for Arcontech). Arcontech software normalises these feeds so they can be fed to various other Arcontech servers, including their Multi-Vendor Contribution System - which does the reverse, allows contribution of data (which may have been processed) to multiple feeds simultaneously. A number of institutions are currently evaluating a new Arcontech product, under-wraps, but shown at the AGM. It looks promising. Disclosure - I have just over 3%, holding long term, and worked at Arcontech for 11 years.
cbootle
20/11/2017
19:58
Welcome aboard Wilmdav and APAD :)
multibagger
20/11/2017
19:45
Hi APAD There are others here better qualified than I to address your concerns. To be honest, I don't yet know a lot about ARC. What I do know is that their financial management has been excellent and sense there is momentum in the progress they have made over the past 10 years. My website is very labour intensive. I had to find ways of reducing the workload. Most of the data now comes from a third party. Removal of the update page was another economy. I will think about re-introducing it, just showing dates of new entrants. Amending the page every time I updated an existing holding was a pain. I have no idea how many people visit the site and may add a counter if there is a decent free one. The original purpose of creating the charts was to provide me with an easy reference to past performance without having to re-read loads of previous reports every 6 months or so. The decision to upload the charts was partly as a discipline to make sure the input was as accurate as possible. I know others have found the site useful.
wilmdav
20/11/2017
18:02
Couple of concerns, David. They supply real time data from number of sources. I believe this is a competitive business. I also believe that the developers of fast trading algorithms will use such services. On their website is a small number of very large companies that use their services. I would like to see a much more comprehensive description of their customers and how they have (hopefully) increased over the years. Have you come across some-such? apad ps Preferred your website when updates were flagged up front?
apad
20/11/2017
17:42
Excellent board. The link below is to an exercise I do on any company before deciding whether or not to invest. I have taken a small position. Http://www.david-wilmshurst.co.uk/arc/arc_data.htm
wilmdav
17/11/2017
11:30
From same article: "Firms are being driven to develop electronic trading for economic reasons. The regulatory environment is aligned with this aim. However, there is a gap in technical ability and demand. If execution opportunities are distributed across multiple different trading venues for an already diverse set of assets, liquidity aggregation is getting harder, not easier. “As there are a hundred different venues, and each is marketing themselves to capture flow and create liquidity,” says Cassin. “How does a trader know if they are getting a best quote or execution? They are having to call around. That is the problem we want to help solve.”"
gsbmba99
17/11/2017
11:27
Http://tabbforum.com/opinions/making-the-market-building-prices-in-fixed-income Article appears to be paid for write-up of Vela by Realization Group. It talks about electronification of fixed income markets. Some of it is driven by requirement for best execution in MiFIDII. Slightly tangential to ARC but interesting. "The varied electronification of trading between different categories of assets based on issuer and type – listed derivatives are largely electronic, municipal cash bonds barely at all – means that it is unevenly distributed. There are currently around 50 venues trading corporate bonds globally. Brian Cassin, Head of Business Development at Vela, says, “This proliferation leads to an implementation problem for market participants, as each venue is leveraging a different technology, protocol and reference keys, cross venue transparency becomes very challenging. Add to this that many of the fixed income group’s technology is not as mature as their equity counterparts, so this transformation will take a lot longer, without real investment.”"
gsbmba99
14/11/2017
07:07
Good morning gsbmba99 and many thanks for your insights into this area. Our ARC share price appears to be in a holding pattern and needs a catalyst in terms of contract news it would appear to shift it to the 70s. Though discerning investors appear to be quietly increasing their stake with trades that don't move the market. Good luck :)
multibagger
14/11/2017
07:00
Multibagger, my recollection was that allowing customers to capture, repackage and sell their own real-time proprietary information was an additional feature they were using to market the MVC server software. I don't recall hearing any evidence that they had customers actually doing this. It was more that MVC could allow them to do it. It's not clear to me what bank internal data could be sold. The most valuable information would be trade flow but that could compromise the bank's proprietary positions or those of their customers.
gsbmba99
13/11/2017
21:25
Hi gsbmba99 ! Many thanks for your kind research shared generously.Though I can see a potential wider market for this area, I don't claim to understand the specifics or nuance. I seem to recall that you and Matthew Jeffs seemed to be discussing this at the AGM ? If that indeed was the case, did you get the impression that this was an area that ARC were looking at actively ?
multibagger
13/11/2017
10:15
Also not new, from McKinsey on Capital Markets Infrastructure: Https://www.mckinsey.com/industries/financial-services/our-insights/how-the-capital-markets-infrastructure-industry-is-reinventing-itself (includes link to free full report). From section on "Increasing Demand for Data & Analytics" - "The race to exploit data is in its infancy, but the competitive landscape is shaping up as firms use increasingly sophisticated tools to marshal internal and external resources (e.g., contributed data). Improved mining and aggregation techniques and a greater variety of analytics are improving utilization, and will likely lead to accelerated product development, more efficiency and sharpened competitiveness." The concept of re-packaging bank internal data for sale was cited as a potential area of opportunity for ARC at AGM.
gsbmba99
03/11/2017
14:42
I'm not sure how much ARC is contributing to the rattling but it's an interesting development for Symphony. It may not be entirely defensive as a shared Bloomberg terminal is not unheard of and this ties communal users into Bloomberg messenger. It seems that Symphony is intending to develop into an operating system for investment banks. Exanding the ARC user base by integrating with and delivering through Symphony may be smart. Depends on the success of Symphony. Other messaging systems have tried and failed but Symphony appears to be well capitalised and well supported by shareholder customers.
gsbmba99
03/11/2017
13:58
Good find gsbmba99 ! I recall MJ mentioning that Bloomberg Messenger was one of the reasons that banks and Instis coughed up for the hugely expensive terminals as their traders wanted them. Looks like Symphony with ARC on board is rattling their door :)
multibagger
03/11/2017
10:36
Https://www.ft.com/content/f16d73ee-a910-11e7-ab55-27219df83c97 About a month old but don't remember seeing it posted. Seems an interesting development. "Bloomberg is offering cut-price subscriptions to its messaging tool in an effort to fend off competition from Symphony, the rival service backed by some of the biggest names on Wall Street." Apparently Bloomberg now offering messenger separately for $10/user/month. "Since launching its $20-a-month communication tools two years ago the Palo Alto-based company has amassed 235,000 paid subscribers, many of them at banks such as JPMorgan Chase, Citigroup, Goldman Sachs and Nomura." ARC is a Symphony Foundation Silver Member.
gsbmba99
02/11/2017
06:59
Been quiet for a while, hopefully some news on the way.
multibagger
29/10/2017
19:45
October Best Undervalued Stocks Alvin Rowe October 29, 2017 hTtps://simplywall.st/news/2017/10/29/october-best-undervalued-stocks-2/
taffy100
04/10/2017
17:52
Thanks for sharing Taffy100...it confirms what we already know that ARC is grossly undervalued :)
multibagger
04/10/2017
09:35
Is Arcontech Group Plc (AIM:ARC) Undervalued? Alvin Rowe October 4, 2017 hTtps://simplywall.st/news/2017/10/04/is-arcontech-group-plc-aimarc-undervalued/ Fair value 93p
taffy100
02/10/2017
09:32
Nice buying so far this morning. Another assault at 70p coming up?
gleach23
27/9/2017
14:33
Good to see some upward price movement once again - wonder if it is the AGM effect ? Look forward to the dividend shortly and progressive dividends (indicated) in the future :) Good luck all !
multibagger
27/9/2017
14:25
The divi payment is Friday I believe.
red army
27/9/2017
13:28
How strange. Unless the market makers are crossing trades at the ask, all of those are buys. I wish I would have known the market makers were sitting on 30k shares.
gsbmba99
27/9/2017
13:20
funny how it moves tho - always seems to be in small leaps!
janeann
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