Arcontech Share Discussion Threads

[nchanning] 29/11/2021 12:41

Can forgive slow growth from a SAAS company but clients have to be very sticky . A client leaving because another competitor is providing data software as part of a bundle is very bad news .

[jamessmith23] 29/11/2021 08:41

Potential to have seen this coming following the poor results from a few months ago given weaker market comments. If EPS is more likely to be c. 5p then share price may have further to go given positive outlook statement this update is very vague. Without the growth a more modest PE of 14-16 seems more appropriate until there is some evidence of revenue and profit growth.

[jonut] 25/10/2021 19:20

SP fell below £1.20 again today, so added @ 1.22, (although not completely filled), about the same price as Mssrs. Jeffs and Lewis recently. A pity that Mr Wicks didn't buy as well.



Growth, as the chairman pointed out in his downbeat comments, has stalled due to maintaining the sales initiative made before Covid hit and the loss of a 10% Irish customer (Ulster Bank???).

On the plus side, ARC continue profitably, increasing dividends whilst adding to the cash rich balance sheet. A hint toward M&A activity in the final results too.

[the count of monte_cristo] 14/10/2021 03:14

Zambia is very, very corrupt.

[ih_670411] 13/10/2021 07:24

Court Appoints Receiver, Mwenya Andrew Mukupa to Manage Assets of Arc Mineral’s Subsidiaries in Zambia. It’s unfortunate the shareholders are never told the truth and there is a lot more coming. One would expect listed companies to respect the disclosure rules of the AIM but this is not the case with Arc Minerals.

[trident5] 11/10/2021 20:48

Sold a month ago too, bit late informing the market.

[boadicea] 11/10/2021 08:46

Boros and Dingley appear to have sold ~160k shares into a weak market, so not surprising that we are well down. Also, tells us not to have any great expectations in the foreseeable, I think..

[boadicea] 04/10/2021 16:10

Fell off its trolley about 11:30 this morning.
What's that all about?
No large delayed trade showing - yet, but it's approaching new low territory, back to mid-2018 levels.

[multibagger] 07/9/2021 14:43

It appears that ARC may have been tipped in a Simon Thompson piece in the Investor's Chronicle.

Another of my holdings CYAN apparently finds a mention too....

[jamessmith23] 01/9/2021 09:23

FY 22/23 for expecting growth is a long way out so not surprised at the fall this morning, and can expect a modest rating on the business for a while.If you're very patient this could be worthwhile but the risk of parking capital in this for 2 years and it doesn't materialise is the main issue. Will revisit following future trading statements to see if there is any change in the business sentiment/growth expectations.

[boadicea] 10/8/2021 16:32

That depends on what any "significant post year-end information" might be. My statement is agnostic on that point!

[trident5] 10/8/2021 14:17

You think? It's the same wording as last year - the shares then fell from c200p to under 150p in short order.

[boadicea] 10/8/2021 13:45

The rns seems to contain a hint that there will also be some significant post year-end information.

[trident5] 10/8/2021 08:26

So, presumably then - more or less in line.

[multibagger] 10/8/2021 07:14

Good morning all :)

Wed, 01 Sep is the date for the announcement of annual results to 30 June 2021

[boadicea] 30/7/2021 11:52

One of the problems with ARC is the sparsity of its communications. We haven't had any trading news (rns) since the interims in February. We normally get an update in mid-July but nothing this year. It could sag further before the finals, usually towards the end of August (e.g. 25th?). Companies don't get bonus points for keeping their members in the dark.

[multibagger] 29/7/2021 16:03

Thanks jonut - I seem to recall that there was some frenzied buying resulting in the late Feb spike in ARC following the IC article. A fair few spikes over the years in ARC have been due to tipsters and then the share price drifts down and finds a base for sideways movement.

[jonut] 29/7/2021 15:56

February 2021 IC Article posted here on 01Mar21.

I must have missed this here, first time round.

Came across on the LSE site today from Feb21. Seems a reasonable introduction to ARC for those unaware of the company.

[janeann] 29/7/2021 14:48

Added a few on the basis I can unusually get a quote to sell 30k

[multibagger] 26/7/2021 07:29

Good morning all :)

No trading update and unusually late by ARC track record....maybe we will only hear towards the end of Aug or early Sep with the Final results ?

[trident5] 22/7/2021 16:38

... or bad news travelling slower than good; which is often the way.

[multibagger] 22/7/2021 15:54

Let us hope that we are all pleasantly surprised with a double digit % growth in revenues....and the extra week delay is due to contract signing reasons and not because of Summer hols or quarantining :)

[jonut] 22/7/2021 11:44

I also expected the TU today. 15Jul last year, 11Jul the year before, so later than usual. Hope it's good news causing the delay.

The share price has lifted 3p on 2 buys total £5000 this morning.

ps. ARC has 4 years of RNS's on a single Investegate page.

[cockerhoop] 21/7/2021 18:13

You could well be right

[multibagger] 21/7/2021 14:44

Ha ha !!

I seemed to form the impression that is was "news" in general, not necessarily Trading Updates in particular that were released on a Thu more often - it could have been a sampling artefact :)

However, doesn't matter...my money is on Trading Update tomorrow (Thu,22 July) - just a gut feeling !