Arcontech Share Discussion Threads

[red army] 11/7/2018 14:55

bones - well done. Any others on the stock screening that are showing up???

[janeann] 11/7/2018 14:47

It is also pretty illiquid so if sentiment went the wrong way then it would be hard to sell a sizeable holding.

'relatively late' ... better late than never bones. but must be approaching doubling for you. Not bad in less than a year!

[bones] 11/7/2018 14:39

hpcg, that's where I stole a march as I discovered ARC by screening via Stocko for companies LESS THAN £20m MCap with PEG < 0.8. ARC was top of the list (Autumn 2017). Clearly I was relatively late to the early birds' party but I see the growth delta only accelerating from here!

I love seeking out micro beauties and I hope to have more time to research in the future.

[panic investor] 11/7/2018 14:39

I added yesterday as I'd missed out on this one :-(

[janeann] 11/7/2018 14:31

well multi - isn't it time you added a few to help it on its way! I have enough for now but extremely pleased with its performance! Well done to the company.

[hpcg] 11/7/2018 14:28

To be fair many investors would screen out companies with a market cap below 10 million (or 50 million, or 100 million).

[multibagger] 11/7/2018 13:02

Red army...I would consider myself a serious investor and ARC caught my attention quite a while ago :)

Maybe let's hope it catches the eyes of many extremely extremely serious investors !!

SP tantalisingly close to the £1 mark and could be breached today with a few decent sized trades....

[red army] 11/7/2018 11:20

Still believe £2 (eventually) as this has started to catch the eye of serious investors.

[multibagger] 11/7/2018 08:25

Hi Bones, you could well be right !

I recall that we converted 2 out of 5 of the trial customers amongst the Tier 1 banks and the trading update seems to indicate that more conversions could have occurred.

[bones] 11/7/2018 08:13

At the interims, Finncap commented:"Operationally, a second major financial institution has gone live with Arcontech's new desktop software solution – importantly this provides further validation of what we view is a strategically valuable product. We also note this new customer offers upselling opportunities, as well as an additional reference point for customers, who are currently trialling the software."I get the sense that business could fan out spectacularly once traction is firmly obtained with Tier 1 banks.

[multibagger] 11/7/2018 07:17

Good morning Redarmy and all,

I would be delighted if you are right, but the timeframe seems a bit too ambitious IMHO though.

However, I seem to be coming around to the idea that £2 may not be too farfetched in the next 12-18 months...depending on what we hear in the full year results on 23 Aug and following trading update.

Yesterday was a really cracking day share price wise and maybe we will see a few pennies added to the share price in the next few days. Hoping to be £1+ before AGM.

Good luck all !

[bones] 10/7/2018 21:30

A price history to drool over:


free stock charts from uk.advfn.com

[red army] 10/7/2018 21:08

I say £2 at least in the coming weeks as chart suggests.

[bones] 10/7/2018 19:43

I would have thought £1 was under threat this week given the strength of today's action.

[malcontent] 10/7/2018 19:00

nice volume on a good rise

lets see if we can break £1 in the next few weeks

[bones] 10/7/2018 14:44

Yes, and niche players can end up being a tasty morsel for the bigger birds in the vicinity!

[29palms] 10/7/2018 13:52

Been a LTH here and patience being handsomely rewarded today.
IMO, given the niche market that the Co operates in, MCap should be at least double what it is!!
Way to go

[bones] 10/7/2018 12:28

No worries Net! But the trend is your friend.....

[oilbuy] 10/7/2018 12:18

Yep still in multibagger.

[red army] 10/7/2018 12:14

I think the outlook statement will be key as to future growth and cash generation.

[multibagger] 10/7/2018 11:24

Bid still holding up, so probable that a largish trade is being filled - so have to wait for end of the day delayed trade announcement.

Absolutely nowt to complain with a 16p increase today :)

Given that ARC are very conservative in their communications, a "comfortably ahead of expectations" announcement is almost as bullish as it gets and also in retrospect with buying by Matthew and his daughter as indicators of events to unfold as well.

Anyone care to speculate what that possibly means in terms of numbers ?
+25%, +30% etc

Good luck all :)

[netcurtains] 10/7/2018 10:49

(off topic) mmm a bit like TRIAD (TRD) but with the share price going up!
LOL. Thanks bones. Will keep an eye on it. But have to stick with triad - I know the company inside out and back to front! LOL.

[bones] 10/7/2018 08:57

Plenty available right now, someone is unloading at this level.Bought 26k all told this morning.

[bones] 10/7/2018 08:46

Added a further 10k this morning (average 88.4p). Rude not to really after the update.Cash in company is 25% of the market cap. EV of £9m?Small add on acquisition might be on the cards as I don't think the company will spend too much on dividends if it seeks to grow.

[multibagger] 10/7/2018 08:40

Oilbuy...you still in ?