Arcontech Share Discussion Threads

[oilbuy] 09/10/2014 14:23

First bit of volume for a while.

[harebridge] 09/10/2014 13:05

Attracting some interest here. £3 million market cap company with nearly £1 million in the bank....

[dosser2] 09/10/2014 13:03

Just bought in. Now when will it multi bag multibag?

[davidcod] 07/10/2014 15:04

Just noticed a "1" trade from earlier. That sometimes means news.. Would be nice!

[harebridge] 03/10/2014 22:11

Thanks davidcod- all looks very promising here!

[davidcod] 03/10/2014 20:28

Thread updated

[multibagger] 03/10/2014 13:55

Given the size of the holding, I suppose there is a very credible argument for asking for a seat on the Board - but as a fund manager, is this something that he would want to do ? I think a place on the Board is more a request, rather than an entitlement.

[harebridge] 03/10/2014 13:18

Does this mean that Anthony Cross or a representative will be able to sit on the board? Not sure what the rules are. Thought it was 10% of a company. Any thoughts?

[harebridge] 01/10/2014 14:00

I'm sure that Schroder/ Liontrust man Anthony Cross who has bought loads more, going from 11% to 13% will be an interesting attendee at the AGM

[multibagger] 30/9/2014 07:43

I agree with your observations, but still feel we may creep upto .24p or thereabouts by Christmas. We are grossly undervalued and low risk from a fundamental point of view. If there is quicker progress on the legislation front or another big "fixing" scandal, it will focus attention.

[multibagger] 27/9/2014 09:05

Anyone going to AGM on 29 Oct 2014 at company HQ ?

Nice to see a small upward tick in share price after a long time :)

[multibagger] 25/9/2014 13:57

Based on above article.....

Year ended 30 June 2014, revenue is approx £1.98m

Current Market cap @ 0.0019p = approx 2.75m

According to article above trading for SaaS firms is at approx 4.9 to 6x revenue and/or 40x EBITDA...which would give us a market cap in the region of 10m

In which case, ARC is highly undervalued and has a long way to catch up peers in the SaaS sector (as we already know)- scope for 5x appreciation is one way of looking at it :)

[multibagger] 25/9/2014 13:46

Thanks Taffy100 for sharing...

Interesting read on the SaaS space developments and the attractiveness of recurrent revenue is spelt out...and I have to work out what the valuation for ARC would be based on this model.

hxxp://www.biv.com/article/2013/12/valuations-for-saas-companies-are-skyrocketing/

[taffy100] 25/9/2014 11:46

UK to widen law against benchmark rigging, aims for year-end

[oilbuy] 05/9/2014 15:43

Ask paid for 50k wow

[multibagger] 04/9/2014 19:28

As long as he does not want to delist and take it private I am okay

[harebridge] 04/9/2014 19:24

Why does Anthony Cross keep buying up shares here? Could he eventually end up on the board at this rate?Anyhow, a pretty decent graph developing here!

[multibagger] 04/9/2014 19:23

I take it as a very positive sign that he feels it necessary to protect it from capital gains in the future ;)

So it was a roll over in some ways - from one account to another

He also done the same with his 8.25m ARC ....

[skier100] 04/9/2014 16:03

There is yer answer. The big trades today were an ISA swap from the CEO to his wife.

[oilbuy] 04/9/2014 13:31

CTP. This will be the third time we try climb over the 1.5p mark. Will have a look at the chart later.

[multibagger] 04/9/2014 13:30

ARC 3 v 1 with only LIBC @0.22....so may move up if there is some decent buying

[multibagger] 04/9/2014 13:25

o/t Oilbuy

CTP seems poised to move, what do you think ?

[multibagger] 04/9/2014 13:23

The trades x 2 are approx 9-10 sec apart so could be rollovers.

AC takes more in one bite ! If I recall correctly it is like 50-60m at a time...