Arcontech Share Discussion Threads

[multibagger] 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 ?

[gsbmba99] 13/11/2017 10:15

Also not new, from McKinsey on Capital Markets Infrastructure: (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.

[multibagger] 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 :)

[gsbmba99] 03/11/2017 10:36

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.

[multibagger] 02/11/2017 06:59

Been quiet for a while, hopefully some news on the way.

[taffy100] 29/10/2017 19:45

October Best Undervalued Stocks
Alvin Rowe October 29, 2017

[multibagger] 04/10/2017 18:52

Thanks for sharing Taffy100...it confirms what we already know that ARC is grossly undervalued :)

[taffy100] 04/10/2017 10:35

Is Arcontech Group Plc (AIM:ARC) Undervalued?
Alvin Rowe October 4, 2017



Fair value 93p

[gleach23] 02/10/2017 10:32

Nice buying so far this morning. Another assault at 70p coming up?

[multibagger] 27/9/2017 15:33

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 !

[red army] 27/9/2017 15:25

The divi payment is Friday I believe.

[gsbmba99] 27/9/2017 14:28

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.

[janeann] 27/9/2017 14:20

funny how it moves tho - always seems to be in small leaps!

[gleach23] 27/9/2017 14:09

Let's hope so red army...we have now had near on 6 months of consolidation in this 60-70p band after all...

[red army] 27/9/2017 14:03

Looking for that £1 short term target assuming we can get across the line of resistance (70p) post divi payment.
After that £2.

[multibagger] 25/9/2017 07:32

Good morning all !

Personally, I expect steady and incremental growth in high single figures due to the long sales cycles (nature of having to displace the incumbent provider) and anything above that is a massive bonus. With strong cash balance circa £2.6m and no debt, I would expect a progressive dividend payout policy.

Matthew, Michael, Darren, Louise and Richard and the team are doing a fantastic job and building a solid, profitable and now dividend paying company. Let's hope that the new software pilots with the 5 Tier 1 banks get converted to contracts and we get some sales leads from our OpenMAMA and Symphony presence.

Met and had a good discussion with the CEO and a NED of another successful software based AIM listed company recently and put in a good word about ARC when talking about undervalued investments in general....they seemed interested once I told them that Anthony Cross holds about 14%.

LionTrust hold about 10% of their company....

So who knows, they may buy a few shares in ARC....

Good luck all :)

[gleach23] 20/9/2017 16:18

I don't see any small sells tho isa?

I bought a few more today as there aren't many shares available. Since I bought there are even fewer shares available but the Bid has slipped to 58p. That kinda sums up the baffling share price movement of late.

Large Sell order stealthily being filled?

[isa2020] 20/9/2017 16:06

very few shares in public hands hence a small sell produce a drop. shares been expected to reach a value of £0.80p plusNon of the major holders have changed their positionFull year reports should be excellent

[multibagger] 19/9/2017 09:45

O/T

Janeann, LTG is moving upwards on large volumes :)

[multibagger] 13/9/2017 13:51

Been and gone 24 Aug 2017.

Subject to approval at AGM (which is usually a formality) dividend to be paid is 1p and to be paid on 29 Sep 2017.

[isa2020] 13/9/2017 11:17

What's the x divided date

[gleach23] 08/9/2017 16:02

Looks like that 50k chunk @ 64p just reported kicked things off

[janeann] 08/9/2017 14:34

I wonder if it has been tipped as a sell somewhere - seems odd so many sells and in such quick succession. Normally so thinly traded!

[gleach23] 08/9/2017 14:26

Haven't a clue janeann...for days one could only buy about 100 shares @ 72p whilst there were plenty being bid for @ 69.15p.

In the absence of any news I'll assume it's herd mentality of some traders who've seen a sell or 2 and cashed in their chips. Hopefully it'll rebound equally strongly with these weaker holders shaken out.