Arcontech Share Discussion Threads

[unionhall] 17/8/2006 19:14

$1m pa over five years would be nice....

[rcktmn] 17/8/2006 19:07

Sooner or later this'll come good... everythings fallen into place. This only needs a good trading update and good press and it'll fly ! (imho)

[mjcrockett] 17/8/2006 18:46

Small tick up in the offer price today, on low volume. Is this the resumption of the recent uptrend or maybe it needs to find support a little lower first. They have come up quickly in a few weeks, but there has been some very good news.

In answering a question at the AGM, Simon Richards said that the recent grant of options was a sign of the directors confidence following the recent AIG IS deal. Now this is more or less what the RNS d/d 27/7/06(2) said, but I detected that the directors are particularly excited by this deal. Further evidence to support this can be found in 2 recent RNS's:-

- 27/7/06 (1) "We are delighted with the news of this contract, which is the
result of many months of hard work and adds AIGIS to our growing list of
international blue chip clients."

- 8/8/06 (AGM) "On 27 July, ARC announced a five year, worldwide agreement with AIG IS to distribute its red24 service in the travel market. We expect to incorporate the red24 services into a substantial number of travel policies in the coming months."

So it was worth many months of hard work and they expect to see red24 in a substantial number of new policies. I wonder how many more Red24 units they anticipate from this - I think it could be a very big number. Perhaps next month's brokers note could throw some light on to this.

MJ

[unionhall] 10/8/2006 20:13

Increased profile - I got three email alerts today re David Hill of red24 commenting on the security issues.

eg this one from the guardian...

[mjcrockett] 08/8/2006 22:50

From UK Analyst tonight:-

A resoundingly positive AGM statement from global security company ARC Risk Management helped lift shares in the company 0.15p higher to 1p. The group said it was confident of a significant increase in profitability in 2008, as it continues to make progress across all activities. An intensive programme of product development and cost cutting throughout the group has improved productivity and, through the three operating divisions, the group has now established a sound platform for long term customer growth. Previously, the group had announced that it had granted options to its directors and staff conditional on achieving 2008 pre-tax profits of 2 million pounds. The AGM statement certainly gave an indication that wasn't a million miles from possibility.

MJ

[mjcrockett] 08/8/2006 16:09

I attended today's AGM. Apparently it was much better attended than previous ones. I was quite impressed by the directors I spoke to - they seem to have created a very marketable product in Red24 and I think we can look forward to continued positive newsflow on this front. Apparently the company are taking PR a bit more seriously now, so we may see a few more announcements this year, but they said that they will not overdo this.

I enquired about profitability in the current year, but was asked to wait for the HB brokers note which is due out in a few weeks time. Otherwise, not a lot else to report - except to say, I get the impression that they really believe that they can achieve the £2m profit target for 2008.

MJ

[blackfox] 08/8/2006 11:27

Great news for us all, now in profit and counting. Good luck guys. Well done ARC management.

[deadfred2] 08/8/2006 10:30

arc are under estimating for the purpose of suprise and the spring board effect it would have on the sp

lets say they make 2mill in the next 8mths how would it effect the sp

i think you can answer it yourself

[2magpies] 08/8/2006 09:41

I read it once. That was exciting enough for me.

But I read that bit about the £2m profit for 2008 (1.e. in the next 18mos approx) more than twice.

It would hardly have been set as a target if it wasn't realistic. It wouldn't be an incentive to the staff (who know what's going on) if it was pie in the sky!

And a prospective profit of £2m makes the market cap of about £3m just plain silly.

(NB: not to mention some of the biggest names in Insurance: ACE, AIG, Zurich etc -- AND HSBC too)

[arics] 08/8/2006 08:00

and I just read it twice it was so good!

[rcktmn] 08/8/2006 07:25

the story's so good I posted it twice !

[rcktmn] 08/8/2006 07:25

More good news... the story just gets better & better..

The share price must be due a major re-rating to a much higher level... it may take the next interims to demonstrate it's well on it's way to good profits etc.


ARC Risk Management Group PLC
08 August 2006



ARC Risk Management Group plc

AGM Statement

Ahead of today's AGM, the Chairman made the following statement.

Since the financial year end, ARC Risk Management ('ARC' or the 'Group'), the
AIM-listed global security company, has made significant progress across the
range of the Group's activities being:

red24

red24 is the Group's core division which provides global security services. Its
aim is to be the world's leading international personal security risk management
provider and is working to achieve this through the following channels:
mandatory retail sales in the UK, international distribution agreements,
offering services to employees through corporate clients and, through working
with retail experts and affiliate partners, to offer individual retail sales.

We have continued to present our services in a modular approach to our UK-based
clients, which enables them to offer various levels of service to their
disparate customer groups, according to budget spend and value of those
respective customer groups. The past twelve months have also seen red24 position
itself in the general assistance market, working with partners to offer services
which complement our own expertise, including credit reference and concierge
services.

HSBC Bank plc, an existing client of red24, has included additional elements of
red24's services within its package of benefits to customers of its UK-based
Plus and Premier accounts. Both Plus and Premier account holders now receive the
benefits of identity fraud protection and personal security assistance.

The gap year market continues to be a key distribution area for red24's
services. World Nomads, the selected travel insurance partner of the Lonely
Planet Guides, has started actively marketing red24 as part of its services and
the Group anticipate further revenue growth from this source. Furthermore, ACE,
who have recently launched its ACE Traveller travel insurance policy
specifically targeted at the backpacker market, is including red24 membership as
an automatic part of their package.

On 27 July, ARC announced a five year, worldwide agreement with AIG IS to
distribute its red24 service in the travel market. We expect to incorporate the
red24 services into a substantial number of travel policies in the coming
months. Already, the product has gone live in a new market sector in Japan with
universities which are involved in sending students overseas. This will provide
Japanese students with the added security that the red24 service offers.

This contract adds AIG IS to ARC's growing list of international blue chip
clients, including five of the ten largest FTSE100 companies. Following this
agreement, ARC has also improved its client list in the insurance and banking
sector which now includes ACE, AIG, Citibank, HSBC, Hiscox and Zurich.

We continue to offer our services to corporate clients, providing protection and
assistance for employees travelling to destinations as diverse as Haiti, Sudan
and Lebanon. We expect to roll out these services to further clients in the
coming months.

Regarding the retail and affiliate arena, we will be launching an enhanced red24
website in September to support our work with affiliate partners. The number of
end users of our service continues to grow, largely as a result of client led
marketing. Building awareness of the red24 service through marketing activity
continues and we aim, in the coming months, to establish a partnership with an
experienced UK retailer to broaden our channels of distribution.

Since the beginning of 2005 red24 has increased its customer base more than
ten-fold, with over one million membership units are now in circulation.

Consultancy

Our consultants provide risk assessment and crisis planning both to a number of
corporate clients and also to insurance companies and their insured.

Since the year end, we have been retained as consultants for a major book of
special risk business in the United States which offers good prospects to
develop the consulting business.

Training

Our Training business is the leading provider of training courses in the field
of Security Risk Management to blue chip companies outside the United States.

The training business has enjoyed a much better start to the year than in 2005
and, in addition to our published programme of open courses, has conducted a
number of major training courses overseas for international clients. Our staff
are playing a leading role in the professional development of the industry,
placing the business in an excellent position for further growth in the next few
years.

Outlook

An intensive programme of product development and cost cutting throughout the
Group has improved productivity and, through the three operating divisions, the
Group has now established a sound platform for long term customer growth.

As already announced, ARC has granted options to its directors and staff. These
can only be exercised if the consolidated pre-tax profit for the year ending
31st March 2008 exceeds £2m. The directors see this as a sign of confidence
throughout the Group that it will achieve a significant increase in its profits
for the year ending 2008 and they view the future with optimism.

[rcktmn] 08/8/2006 07:24

More good news... the story just gets better & better..

The share price must be due a major re-rating to a much higher level... it may take the next interims to demonstrate it's well on it's way to good profits etc.


ARC Risk Management Group PLC
08 August 2006



ARC Risk Management Group plc

AGM Statement

Ahead of today's AGM, the Chairman made the following statement.

Since the financial year end, ARC Risk Management ('ARC' or the 'Group'), the
AIM-listed global security company, has made significant progress across the
range of the Group's activities being:

red24

red24 is the Group's core division which provides global security services. Its
aim is to be the world's leading international personal security risk management
provider and is working to achieve this through the following channels:
mandatory retail sales in the UK, international distribution agreements,
offering services to employees through corporate clients and, through working
with retail experts and affiliate partners, to offer individual retail sales.

We have continued to present our services in a modular approach to our UK-based
clients, which enables them to offer various levels of service to their
disparate customer groups, according to budget spend and value of those
respective customer groups. The past twelve months have also seen red24 position
itself in the general assistance market, working with partners to offer services
which complement our own expertise, including credit reference and concierge
services.

HSBC Bank plc, an existing client of red24, has included additional elements of
red24's services within its package of benefits to customers of its UK-based
Plus and Premier accounts. Both Plus and Premier account holders now receive the
benefits of identity fraud protection and personal security assistance.

The gap year market continues to be a key distribution area for red24's
services. World Nomads, the selected travel insurance partner of the Lonely
Planet Guides, has started actively marketing red24 as part of its services and
the Group anticipate further revenue growth from this source. Furthermore, ACE,
who have recently launched its ACE Traveller travel insurance policy
specifically targeted at the backpacker market, is including red24 membership as
an automatic part of their package.

On 27 July, ARC announced a five year, worldwide agreement with AIG IS to
distribute its red24 service in the travel market. We expect to incorporate the
red24 services into a substantial number of travel policies in the coming
months. Already, the product has gone live in a new market sector in Japan with
universities which are involved in sending students overseas. This will provide
Japanese students with the added security that the red24 service offers.

This contract adds AIG IS to ARC's growing list of international blue chip
clients, including five of the ten largest FTSE100 companies. Following this
agreement, ARC has also improved its client list in the insurance and banking
sector which now includes ACE, AIG, Citibank, HSBC, Hiscox and Zurich.

We continue to offer our services to corporate clients, providing protection and
assistance for employees travelling to destinations as diverse as Haiti, Sudan
and Lebanon. We expect to roll out these services to further clients in the
coming months.

Regarding the retail and affiliate arena, we will be launching an enhanced red24
website in September to support our work with affiliate partners. The number of
end users of our service continues to grow, largely as a result of client led
marketing. Building awareness of the red24 service through marketing activity
continues and we aim, in the coming months, to establish a partnership with an
experienced UK retailer to broaden our channels of distribution.

Since the beginning of 2005 red24 has increased its customer base more than
ten-fold, with over one million membership units are now in circulation.

Consultancy

Our consultants provide risk assessment and crisis planning both to a number of
corporate clients and also to insurance companies and their insured.

Since the year end, we have been retained as consultants for a major book of
special risk business in the United States which offers good prospects to
develop the consulting business.

Training

Our Training business is the leading provider of training courses in the field
of Security Risk Management to blue chip companies outside the United States.

The training business has enjoyed a much better start to the year than in 2005
and, in addition to our published programme of open courses, has conducted a
number of major training courses overseas for international clients. Our staff
are playing a leading role in the professional development of the industry,
placing the business in an excellent position for further growth in the next few
years.

Outlook

An intensive programme of product development and cost cutting throughout the
Group has improved productivity and, through the three operating divisions, the
Group has now established a sound platform for long term customer growth.

As already announced, ARC has granted options to its directors and staff. These
can only be exercised if the consolidated pre-tax profit for the year ending
31st March 2008 exceeds £2m. The directors see this as a sign of confidence
throughout the Group that it will achieve a significant increase in its profits
for the year ending 2008 and they view the future with optimism.

[deadfred2] 07/8/2006 13:47

shhhhhhhhhhhhhhhhhhh

[rcktmn] 07/8/2006 13:30

Nice buy of nearly 1m shares at 1p..... 'bout time the share price went up big time !

[mjcrockett] 07/8/2006 11:40

Integer, I may be able to go tomorrow. I will post anything of note if I do go.

MJ

[integer] 05/8/2006 06:58

anyone going to the AGM on Tuesday?

[deadfred2] 31/7/2006 11:54

this was on my back burner for a while been in them for ages when they were over thw 1p mark lastime

boo hoo

but bought some more last week as i feel they might just be about to turn the corner big time

so upwards and onwards

lol

[marmiesz] 31/7/2006 10:25

Confidence seems to be gaining momentum for the moment. Back to small profit but this is very much a long term play and should reward in the next 1-2 years.

Marmie

[rcktmn] 31/7/2006 08:55

Integer... no not sure... just had a rough tot up of all buys since the 36m transaction so could be way off beam on this...anyway.. topped up with a few more this morning...onwards and upwards... :)

[very quick] 31/7/2006 08:07

Outstanding news today and i can see 1P+ within the next week.
Keep up the great work ARC.

[integer] 30/7/2006 17:43

rcktmn - are you sure the market still has those 36m shares. Is there anyway to be sure that they didn't go to Instit clients who individually don't exceed 3%?

[rcktmn] 27/7/2006 11:14

Also, I think there is half the remains of 36m stock overhang at one of the mms (HBP) from a few months back... would imagine they'll want to get rid if these some time soon.

[blackfox] 27/7/2006 10:38

They must have a few other things going forward, as this is a real mark of confidence to issue options at this level profit. Like you marmiesz almost there. I think over the comming weeks this will come good. The AIM market is bad at present but can you imagin what this would have done to the share price 12 years ago.