Arcontech Share Discussion Threads

[multibagger] 10/5/2018 08:14

Something afoot in ARC IMHO...couldn't buy even 1000 shares online yesterday at 73p. Looks like a big buy order with limit 73p to hoover up whatever comes on the market. Given the very low liquidity, a sharp move to the late 70's or beyond is likely on any decent buying (about 100k shares or thereabouts which would be under 1% of equity). Interesting to see what happens....will try a couple of dummy trades today...to test the hypothesis.

Edit: Tried a dummy 1000 share trade online thru HSDL - going to a negotiated order ! Coming events....good luck all :)

[multibagger] 09/5/2018 08:22

Tried a couple of dummy trades...a buy for just 1000 shares has to be a negotiated deal through Halifax Sharedealing....good for us LTHs :)

[multibagger] 08/5/2018 19:33

A few buys today at 73p and I think that MMs won't have many more at that price - so a tick up is due with any decent volumes.

This would mean a new share price high :)

[janeann] 29/4/2018 16:46

well some are unloved - perhaps because they have never achived much for a long period of time. and remain unlikely to achieve in the future!,

[multibagger] 29/4/2018 15:37

Hi Redarmy...as requested. Don't know who won the award though....

On Page 29 of the Mello 2018 Programme Booklet - Stock Market Awards Shortlist

Category:

Most misunderstood, unloved or undiscovered share

4d Pharma
Arcontech Group
Centaur Media
Fulcrum Utility Services
GLI Finance
Inland Homes
John Lewis of Hungerford
Norcros
Rotala Plc
S & U
Sirius Minerals
Taptica
Mission Marketing Group
Touchstar
Versarien

[red army] 29/4/2018 09:23

Any other undiscovered gems noted at MELLO??

[multibagger] 28/4/2018 20:03

Mello 2018 at Derby

ARC found a mention/short listed in the "unloved/undiscovered" companies....if the reading of the tea leaves is anything to go by and snippets of conversations/presentations at Mello...ARC may be on the radar of a large private investor who appears to be trying to keep his/her stake building quiet.

Pure speculation and a "hope/wish" on my part of course, given the low liquidity...I'll say no more ;)

Good luck all !

[multibagger] 24/4/2018 20:52

O/T

LTG another of my decent sized announces (post UK market close)acquisition of PeopleFluent for circa £107m.

..."immediately and significantly earnings enhancing"

[multibagger] 24/4/2018 15:54

ARC is a boring stock to hold with a paucity of news flow and drama. But,often it is the boring stocks that often turn to be very profitable if held with a decent time horizon - and without the fireworks of the "here today, bust tomorrow" stocks that there is no shortage of on AIM!

ARC is more of a "grafter" kind of company, rather than a flashy one :)

I am happy to hold and benefit from the steady progress and indications of more positive developments in the years to come.

[cheeky13] 24/4/2018 14:07

was going to take some profit,but after reading the above post I decide not to.I willsell something else instead, before I die of boredom.

[multibagger] 21/4/2018 20:28

Courtesy of, and thanks to Xajorkith for kindly sharing....pasting the article in case the link gets corrupted.

Sounds very upbeat ! We know ;)


How Low Can You Go?
March 20, 2018
|
CJ Exposure Research
Arcontech (LSE:ARC) are a microcap technology company, with an incredibly low market cap of c.£10m, however, our belief is that their prestigious client base is more representative of a large cap software services provider than a fledgling provider due to the premium nature of the consumers, which include JP Morgan, Citi and the Bank of England. They are the leading provider for the niche segment that they operation in, which is for real-time market data management solutions, where they specialise in market data distribution and trading systems based on their award winning CityVision product suite. Arcontech are helping the Tier 1 and Tier 2 names to stay at the head of the digitalisation trend, with real-time market analytics, which we believe is a trend set to gain momentum and visibility given the end-market demand for real-time data.


Source: Arcontech

We see a growing appetite for the application of Arcontech’s products and expect that we are in the very early stages of their growth story. Currently valued as a microcap company, we expect Arcontech’s shares to see significant upside as they are able to grow their own prestige; offering more services to their current customer pool, increasing revenues from these clients, expanding to further Tier 1 names, and gaining more Tier 2 clients as the rest of the marketplace catches up on the digitalisation trend with the end-market consumers increasingly demanding real-time data, as previously mentioned.

The impartial nature of the business, being vendor independent, also adds a great appeal for Arcontech to be the provider of choice for regulatory bodies, as demonstrated during the client engagement article on their website relating to the application of CityVision MVCS to a Central Bank. The other worked examples of Arcontech’s solution include the integration and expansion of their API capabilities, combined with the Excelerator functionality for a Tier 1 trading desk query, with the end product spreading to all 20 of the client’s multi-asset trading desks. These examples display the intense level of cooperation and innovation that Arcontech holds core to its capabilities and offering, and is crucial to our belief that Arcontech will be able to expand their niche and advanced services to a larger client pool to continue to add significant value to their proposition and share price. Arcontech are able to collaborate with, and resolve the queries of, the highly demanding top tier financial institutions and given their level of ingenuity and product applicability, we believe that Arcontech will be able to continue to expand and adapt their product suite to a large range of clients who are all more than willing to engage with Arcontech in order to simplify their data needs in a world that is pushing towards more cost-efficient business.

Arcontech initially gauged our attention while screening small cap tech companies for large cash piles relative to market cap, strong returns and growing revenues that aren’t priced into the shares. Arcontech fit these criteria to a tee, with net cash currently making up c.30% of its market cap and a PEG ratio of 0.67 implying that future revenue growth is only 67% priced in. Arcontech turned profitable in 2014 and have since built on their bottom-line year on year, with the expectations that this trend will continue. We see Arcontech as a huge long-term opportunity due to the innovative and compatible nature of the business; we believe that the share price will begin to reflect this as they continue to build on their impressive client base, profitability and investor exposure.

Disclaimer: This article is entirely my own opinion and I am not receiving compensation for it. I am not a financial adviser and as all investments can fall in value, you may get back less than you invest and I am not responsible for these losses.

[xajorkith] 21/4/2018 15:16

Just noticed this when viewing an article over on the TAP thread.



Highlights the long term potential here.

[gsbmba99] 20/4/2018 09:40

Richard, Louise and Matthew have very considerable holdings in aggregate. I find it interesting that these option exercises (more than likely most/all in the past few years) are outright option exercises as opposed to "exersales" where the option exercise is funded by a partial sale of shares.

[multibagger] 20/4/2018 08:39

RNS - Nice to know that Matthew Jeffs has 890k share or 6.7% of the equity - more skin in the game and a resounding vote of confidence in our prospects (don't forget his daughter has started building a position as well )!

Good luck all :)

[multibagger] 02/4/2018 16:38

ISA deadline may trigger a bit of ARC buying the next couple of days...

[gleach23] 30/3/2018 15:50

I notice 2x40k share sales were reported after the close yesterday @ 60.1p so maybe there was also a seller clearing which prompted the rebound in share price

[gleach23] 29/3/2018 14:41

Looks like I missed a golden top up opportunity this morning. Was getting dummy quotes for decent quantity @ 61.99 but was put off by the fact that one could only sell 250 shares, so I thought there would be a chance of a dip to 59p or so.

However it seems that Mr Jeffs and his daughter were mopping up instead :)

[xajorkith] 28/3/2018 15:16

And back down we go :(

To be expected in the current market I suppose & a LTBH for me anyway, so not really a problem.

[xajorkith] 14/3/2018 17:18

Great to see this moving to new highs on such a weak day in general (for me at least).

Very encouraging price action :)

[gleach23] 14/3/2018 16:01

Certainly looking like the next leg up - smallest quantity @ 72.9 on Offer

[red army] 14/3/2018 15:12

Looking good if it can close above 70p

[apad] 12/3/2018 22:58

Thanks, cbootle. That's a clear opinion that there is a dividing line between the two sets of products.
It was the ease for making up spreadsheets that the wealth manager I referred to fell for. It was him and seeing Barclays on the Alteryx customers that made me wonder whether there would be future developments that might drive Alteryx into Arcontech's bailiwick.
Hover all their other customers clearly fit into your delineation.
Thanks again,
apad