Arcontech Share Discussion Threads

[red army] 23/7/2018 22:19

I still stick with my target of £2.

[starpukka] 23/7/2018 20:46

Can this go much higher prior to results or is everything pretty much factored in now ?

[bones] 23/7/2018 14:13

Something on those lines cbootle :)

MB, yes, why not eh?

[cbootle] 23/7/2018 13:57

Or maybe reminiscing on posts of 10th July (just 2 weeks ago) when folks were wondering if we would break the £1 barrier ;-)

[multibagger] 23/7/2018 13:39

Ha ha !!

Did you mean £10 Bones ? ;)

[bones] 23/7/2018 13:12

Hopefully £1 by the AGM ;)

[multibagger] 20/7/2018 11:21

Different ways of looking at an investment pandjb.

This could be the start of a re-rate equally and the product is scalable without any huge costs attached. It is a low base we are starting from, but we need to start somewhere. Remember there were people who sold ASOS because it had doubled or trebled ?

Yes there could well be a share price retrace and some may want to book profits, but some of us are pretty chilled and have the patience of saints !! MMs will want stock - this is a very tightly held share and explains the big swings in share price on tiny volumes. They will shake the tree hard...but are not getting mine !!

I'll enjoy the ride and "enjoy" the paper profits for now - I can't seem to find anything better to invest in at the moment.

Good luck all :)

[pandjb] 20/7/2018 11:02

As a long term holder I am enjoying this ride but does anyone else think this is somewhat overdone and about to pop?

What exactly does 'comfortably ahead of market expectations' mean? Its relatively easy to be comfortably ahead of expectations when the bar is/has been set very low for so long. +100% of not very much is still not very much.

Real value is where being 'comfortably ahead' year on year becomes the norm. Can ARC be that company? Not sure..........even as KTS my concern has always been that they do not OWN the data they distribute. If the data owners start ratcheting up the price of supplying the data or decide to do exclusive deals with the likes of Bloomberg, as an example, the ARC model might not be so attractive. All IMHO of course.

In the meantime fear and greed rule ;) Maybe a good time to take 40% off the table.

[baticle] 20/7/2018 10:49

Wow, this recent rise has certainly exceeded my expectations

[oilbuy] 20/7/2018 10:37

127 - 130Looking ace

[29palms] 19/7/2018 18:48

Very much looking like a "melt up"

[multibagger] 19/7/2018 08:39

Maybe....but more importantly the share price is ;)

Good luck all !

[redartbmud] 18/7/2018 19:07

The barometer is rising.

[cbootle] 17/7/2018 16:28

Thanks gsbmba99 - to be clear, it was in response to APAD's wondering what technical advantage ARC has. Of course, having a deep understanding of clients' needs and requirements, and being able to translate those into software products, could be seen as a technical advantage too.

[gsbmba99] 17/7/2018 16:16

From cbootle on another thread: "ARC's technical advantage was stronger 10 - 20 years ago, when doing anything truly real-time was hard. They created a network protocol and API which formed the basis of their products - real time databases, distribution, and the ability to take in many vendor market-data feeds, normalise them to a common format, and they re-publish them to all the vendors. Plus of course, displays on top of that (e.g. Excelerator, and their new product). Real time data is now much easier, but ARC have built up a very wide moat in terms of their client base - as you've seen, their blue-chip clients are very slow to take up, very slow to let go. Essentially, they commit for life. ARC is fully funded by existing licence fees. ARC is doing exactly the right thing by strengthening the moat through strong involvement in industry standards and groups. It means they are being seen as the "go-to" provider of alternative real-time financial market-data distribution, publishing and calculations, with a deep understanding of their clients' needs and requirements. All IMO, GLA!"

[bones] 16/7/2018 23:28

Thanks for that too. Seems Arcontech is getting itself into these networks and spreading its name around in the latest tech environments, as undoubtedly you have to be the fittest to survive at this cutting edge of "data lakes"!

[gsbmba99] 16/7/2018 22:08

I imagine ARC want access to the shareholders of Symphony including JPM and Deutsche (both are OpenMAMA steering committee members with ARC) but also GS, BofAML, UBS and others. Also, if you know why Symphony was started by GS, a group of banks with a scepticism of Bloomberg is a good thing for the new product. OT but I also noticed that ARC is listed as an ecosystem parter for Exegy ( ) who appear to be private, US based and are unknown to me.

[bones] 16/7/2018 20:46

Thanks gsbmba99, fascinating. Like you though, I can't decide how much of that was cliche and how much useful! I wonder what ARC hope to gain from being Silver members of FINOS?

[gsbmba99] 16/7/2018 16:59

Interview with Gab Columbro, Exec Director of FINOS (formerly Symphony Foundation). I didn't get much from it but maybe cbootle or other subject matter experts might. I wonder if market data is going to be a separate, yet to be announced, workstream.

[bones] 13/7/2018 14:59

Looks like the head of support wants an extension on his house :)Sale of 25k shares at 102p.

[bones] 13/7/2018 14:56

Spot on hpcg. The information now available alters the perception of the company's short term prospects and its value. Some people have made short term book profits as a result so they are clearly the suppliers of stock that was not previously available but buyers have snapped them up.The last two results RNS's had given me reason to believe that outperformance was in the cards, so I now want to see how upbeat the mood music is on 23rd August.

[hpcg] 13/7/2018 10:49

isa2020 - you do realise that there was an ahead RNS issued? Investors will pay for organic growth, and in my opinion, and I would propose the market's, ARC was a much better buy after the announcement than before. Investment is more about favourable risk reward than it is about absolute potential gain.