Arcontech Share Discussion Threads

[vimalgrover] 10/4/2006 12:23

Very strange - will have to await the inevitable RNS. Its not quite enough to be for the loan conversion to shares. Also I think they (or other placings) have to be at a penny as its a 1p ordinary stock...is this correct? So would seem to be someone selling/buying. Probably connected to the 6 million trade I guess.

[marmiesz] 10/4/2006 11:44

What IS going on here? 33M m trade just gone through hence 18% rise. Any ideas anyone? MMs passing shares to one another to fulfill an order?

Marmie

[marmiesz] 10/4/2006 11:02

Still holding and waiting but now back to zero profit. Its a wait and see game with this, which I seem to be an expert on recently!

Marmie

[vimalgrover] 09/4/2006 22:52

I've topped up in recent weeks on the basis that I'm never going to be able to pick the bottom. This share either has to be worth nothing or worth something. To me it is worth something. I believe it's got good potential, so if the plan succeeds should multi-bag.

I wanted to ask a question, hope its not too silly. I've been looking at the sites that resell red24. They charge £64 per year. From previous posts and discussion it looks like ARC make £2-£3 per year per subscriber. So do they make a whacking premium on individual subscribers or are the resellers making a fortune? I guess what I'm asking is whether anyone thinks that ARC should slash the price of red24 to entice more customers. Would people be more likely to buy it at £30 than £60? Or is it meant to be some 'premium product' that is priced higher to attract lower risk clientelle? Does the fact that they haven't reduced the price mean that they are happy with the current level of new subscribers?

I'm probably over analysing the situation, but would be interesting to see any other points of view.

The Friday 6,000,000 was a huge trade...is it disclosable as it is over 1% of free shares? In general though, this share would benefit from more liquidity, guess we have to wait for news.

Vim

[rcktmn] 08/4/2006 13:24

No real substance behind my view that it's a buy...just gut feel...
Dirctor buy at a discount or institutions beginning to buy in.
even if it is a sale, which I thnk not, someone else will snap them up... let's see..
losses vastly reduced... profits beckon....
Mind you, I could be (and usually am) totally wrong.. losses could still be significant anough to keep this pegged back.

Either way, we're in for interesting few weeks...see what happens Monday !

[themoreiseeyou] 08/4/2006 11:59

There was a transaction of 6,000,000 @.065p. The mid price at the time was .0068p. This would indicate a sale. It has been reported on an ADVFN competitor as a buy which I am inclined to believe, because a sale of this size would be at a substantial discount to the prevailing bid which was .0060 at the time. I'm still holding and hoping with optimism.

[arics] 07/4/2006 21:53

good question unionhall, would likt to know rcktmn answer.

[unionhall] 07/4/2006 20:34

Why do you think it's a buy?

[rcktmn] 07/4/2006 20:28

Wow ! Big buy after close today... what's that all about ? director buys ? no wonder the price has dropped this week !

Might get an rns soon..peeps buying if they no the results going to be good.. may get that trading update soon.

It should be up again in the next week or two

[rcktmn] 05/4/2006 19:36

Also... getting close to the bottom of it's trading range.. imho it's a good time to get some more... it'll be up again in a few weeks!

[rcktmn] 05/4/2006 19:34

In about 2 months - early June I reckon (end June latest)
Could get a positive trading update before then...

[fatgreek] 05/4/2006 01:42

when are the results due?

[rcktmn] 04/4/2006 20:14

Think you may be wrong..it's just end of tax yr positioning.. this'll come good..don't panic !
Results in a couple months will reveal all.. they should be making profits now and be in a good cash flow situation may even get a positive trading statement soon! Keep the faith as the say!

[themoreiseeyou] 04/4/2006 16:50

The optimism is all very well and good, but a drop so close to the end of the day on a large sale doesn't bode well for tomorrow or the near future. Hope I am wrong.

[unionhall] 27/3/2006 11:38

Yes, cannot imagine someone investing a reasonable amount in such an out of favour stock without some compelling reason....
(other than our ramblings)

[rcktmn] 27/3/2006 10:58

Cool! Augers well for the immediate future I would've thought..

[blackfox] 27/3/2006 10:54

Looks like Mr 500k has just gone to Mr 1 million, and above the offer price.

[cgldsmth] 26/3/2006 10:26

the 303m shares in issue of course means that any take-off could be near vertical.

[unionhall] 25/3/2006 19:46

Perhaps because it has disappointed many original shareholders with the delays in getting a fully functioning quality product in place and now it is such a small cap very few are interested until the proof is proven by results. (or not)

[Abuse team] 25/3/2006 19:19

Post removed by ADVFN

[cgldsmth] 25/3/2006 19:17

My problem is I'm not sure why the rerating hasn't already begun if they've achieved such good revenue growth and contract signings with few overheads.

[unionhall] 25/3/2006 13:22

My understanding is that operational costs are relatively stable at this stage because to be able to offer the service they had to have all the people and data in place. There is significant redundancy in the South African set-up - a three of four fold increasse in volumes would be easily managed.

The extra funds they raised in December were primarily for business Development and Sales Team to ensure they capitalsed on converting further prospects to customers. Because they have very large blue chip customers they still have lots of growth potential within different geographical and business sectors within those organisations, as well as using them as reference sites for new customers.

If Japan's AIG offering is going to be made mandatory and if there are some new customer wins to be reported in a trading statement after Easter then there will be a significant rerating.

I understand they had planned to start taking the story to the City as well once the new growth was in place so best case scenario could be explosive.

Worst case seems to minimal downside from here...

All imho and dyor.

[cgldsmth] 25/3/2006 12:32

"Red24's Japanese service has taken longer to develop but is now being sold in
Japan through AIG's network of agents. At present the product is offered as a
discretionary sale and take up is not as high as we had hoped. This is,
however, consistent with our early experience in the UK and critical mass is
unlikely to be achieved until red24 is incorporated in a major financial
product offering on a mandatory basis. This is expected to occur in the not too
distant future."

do we expect that they'll to raise funds for this? Only 303m shares in issue so has a lot of potential for this.

[rcktmn] 25/3/2006 10:10

No downside (imho) Arc will come good.. now profitable and further deals/contracts will send this skyhigh (at last as have been in ARC since 2/3 yrs ago and topped up recently)

[cgldsmth] 25/3/2006 09:12

thanks for this excellent thread.

a couple of qeustions if I may:

what's been the typical spread on ARC?

what is the downside?