Arcontech Share Discussion Threads

[rcktmn] 03/2/2006 16:12

Sounds good unionhall, thanks for the post

[unionhall] 03/2/2006 15:59

Spoke to the communications advisors today - could tell me nothing for legal reasons re future.

However he confirmed Company seemed to have all operational ducks in row, are very well respected by their customer community, have moved into profitability and are "always negiotiating" prospective contracts.

There will be a trading update afer the period end.(March 31st)

[rcktmn] 01/2/2006 21:55

Yes, ticked up today as well... looking good !

[integer] 30/1/2006 23:05

some interesting trades today, 800k at 1p...

[rcktmn] 25/1/2006 18:28

Definately...(imo) topped up before Xmas... would do so again if I had more dosh to play with

[peterdavis] 25/1/2006 17:36

This must be a buy at this price ????

[rcktmn] 29/12/2005 16:39

Hmmmmm! strange the dip the on the bid today ?

[blackfox] 29/12/2005 14:12

Don't forget ZOO

[marmiesz] 29/12/2005 13:49

bprg and arc are two I have on my list to double in the next year.

Marmie

[rcktmn] 28/12/2005 18:41

Hectorp...
What are your other "stocks to double in 2006" ?

[hectorp] 28/12/2005 14:27

No-one has done so, but its on my 'stocks to double in 2006' Portfolio list
( ie I will buy these 12-14 stocks when and if they are triggered by my limit orders). I'll lurk quietly until I get a fill maybe next week.

[gartshore] 25/12/2005 12:06

unionhall/integer the more i research this company the better it looks , this year will be the fruits of a lot of hard work for them if my research is correct , may dip my toe in the waters when the market opens on wednesday .

[gartshore] 25/12/2005 01:58

thanks for the info boys all the best .

[integer] 24/12/2005 22:39

gartshore - because past performance is no guide to the future. Have a look at the recent progress made by the company.

[unionhall] 24/12/2005 20:39

At break-even with costs virtually fixed, there is 90% excess capacity in CRM so new contract revenues will drop directly to bottom line in 2006. Japanese offering being on a mandatory basis, perhaps from Q1 2006, will be the icing which makes this company.

[gartshore] 24/12/2005 18:05

virtualy no chart movement for the last year why is now a good time to come on board .

[rcktmn] 23/12/2005 12:05

Unionhall,
Yes, nice one... this is much better...
I've beem in ARC for 2yrs now (got in at .019p)
topped up at .009p a few months ago..
Been following the progrss of this one a long time
2006 should see big progress and profits coming thru..
SP should rise to reflect this..
Here's to a profitable new yr!

[vimalgrover] 23/12/2005 11:55

Nice one Unionhall!

Charts are much better now - the one on the other thread is too small.

I agree with your analysis of the company and have nothing better to add!

Holding this one too, lets hope for a good 2006.

Merry Christmas,

Vim

[unionhall] 23/12/2005 11:48

I've started a new up-to-date thread for ARC to see us through to profitability and beyond in 2006....

[unionhall] 22/12/2005 22:28

Please suggest link additions and point out any errors in the heading.

I've recently bought in and will keep it as up to date as possible.

[unionhall] 22/12/2005 22:27

Revenue per Red24 customer seems to be running at approx £2.00 to £2.50 pa.

With 750k customers and rising, profitability looks certain in H2 (Oct 05 to Mar '06) and perhaps even for the full year to March reversing the first-half loss of £392k.

Seems to be down to the sales team now to expand business with HSBC and Hiscox and bring on new customers. The most recent Agreement brought a new customer onto the books, rumoured to be a part of the Zurich Insurance group. I understand the company are hopeful of the Japanese offering becoming a mandatory inclusion for some customers - possibly in Q1.

The latest loan-notes should kick-drive the expading sales effort and signal an end to the funding requirements.

All imho and dyor.

[vimalgrover] 13/12/2005 17:25

Looks like some new business for ARC. From Google News:

If you go to the recallready website(address at the bottom of the article), quite a few links to ARC.



Colemont Launches Recall Risk Management Program
December 13, 2005
Colemont Insurance Brokers – Chicago has launched the RecallReady program, a product recall risk management program.
A key feature of the RecallReady Program is the integration of pre-incident and crisis response services. The RecallReady program provides each insured access to ARC Risk Management Ltd (ARC), a leading security risk management company in providing specialty consultancy and training on a worldwide basis. The aim of this service is to reduce the risk and impact of a crisis by careful preparation and planning and professional assistance by crisis managers if needed.
Colemont's exclusive RecallReady program is specifically for U.S. based mid-size manufacturers and distributors with maximum annual sales of $500 million.
This program is issued on QBE International paper, a non-admitted surplus lines insurer and Australia's largest international general insurance and reinsurance group.
"Despite an ever increasing number of incidents, product recall insurance is an often overlooked coverage that can be vital in protecting and assisting companies should their products be found to endanger the public," said Stuart Hanfling, Colemont senior vice president. "We work with our clients to educate them on the risks they face and provide them with the correct coverage."
For more information on the RecallReady program or any of Colemont's other product recall products visit www.recallready.com

[renixus1] 11/12/2005 18:03

I was also trying to figure out the revenues per customer, my calcs come out at about £2 per customer p.a. Which I must admit, sounds terrible when they advertise the same services at £80 per customer p.a. Although, I haven't seen the contracts they've signed I believe that this £2 per customer p.a. may be a guaranteed revenue and HSBC, HICOX etc are taking the risk of costs rising due to service demand from their customers, which makes sense to me - I can't imagine little ARC taking on this huge contingent liability.

Arc seems to be defining itself as a bolt-on service for corporate giants, and is earning a fairly small but riskless spread for providing services. I think that whatever the demand from HSBC customers it will simply earn an agreed spread above its costs - at least I hope this is the case! So over time we may see the £l per customer p.a. grow to £3 to £5 to £10 etc depending on how often the services are used but the margin earned will stay the same.

If this is the strategy, one more big contract at an agreed spread and they could definitely be into some nice profits. Right now it looks they are hovering around breakeven but with the downside protection (if I am right on the contract terms) from their large corporate customers.

I am happy to hold but will keep a close eye on things.

[integer] 11/12/2005 11:38

I understand Red24 retails at £80, however they do have to discount it substantially to high volume clients such as HSBC etc. Effectively HSBC are 'giving it away' to customers as a freebie so they would want a low entry price.

Having said that, this works in the company's favour as most of the customers will never actually pickup the phone in a distressing situation but ARC still gets the revenue. As costs are generally fixed and covered any future agreeements will quickly accelerate profit.