Arkle Resources Share Discussion Threads

[realcooltrader] 18/12/2004 09:28

warranty, have a look here:

[the prophet] 17/12/2004 18:51

-warranty
-you are certainly a long-term holder,then.
-yes, this does look to be a decent recovery play, backed by a fair amount of cash, some experienced, but new to ARC, management.

[warranty] 17/12/2004 18:02

The Prophet/davet1p what pray are fabless semi's when they're at home?? Fabulous semi-conductors or what?

I've held this over the long term first buying at £3 believe it or not before the tech fall out. I've averaged down since obviously but I've never considered sellng out as I was always confident it would come back. I'm thinking of adding again as like you I like the cut of the new management team and think this could be a good recovery play that's missed by many so far.

[the prophet] 17/12/2004 10:38

-I guess I should clarify my post somewhat....ARC have a similair business model to ARM, and are not a fabless semi as such, but, for the purposes of valuing ARC, I think it is reasonable to compare ARC to fabless semis.

-another day, another tick up, and little interest on here.
-very nice indeed!

[davet1p] 17/12/2004 10:31

I agree the move to being a fabless semi is good. Another small move up today is also good to see, these small movements will not attract the traders but encourage value investors. I feel more confident than ever before in holding ARK in my PEP.

[the prophet] 16/12/2004 10:47

-dave
- re the not a lot of interest shown here, in some ways, that's quite good!!!
-this has got all the makings of a classic turn-round story.
-I like the look of the new mangement, the new strategy is giving results, I think this one has a long way to run yet.

-If they can start to increase the sales, then I feel £1 target is a realistic proposition over the next couple of years.

-Basis for that, other than being a nice round number(!), is that fabless semis sell for around 5-10 times sales, typically.
-If Arc could get annual sales up to the £15m/£20m level, then a valuation of
£75m to £100m would not be unreasonable. Add in the cash of £30m+ and we are then pushing the £1 level.

[davet1p] 16/12/2004 10:33

Another small tick up, not a lot of interest being shown here though.

[davet1p] 15/12/2004 08:58

Small tick up yesterday and again today, looking good. The chart looks really promising.

[the prophet] 15/12/2004 08:58

-bought into these recently
-nice combination of plenty of cash in the bank, new management turning it around, growing sales.
-they were featured in the FT 'sharewatch' section last week-end, gave them a very positive write-up.

[woodpecker3303] 03/12/2004 22:51

ARK is a chip maker that holds great promise. Over the past year, the company has brought in several experienced industry executives, and the new management team has transformed the company's prospects.

The semi industry enjoys an upturn, as chip demand increases. In its Q3 reports, the industry bell weather company Intel increased its Q4 revenue guidance, on positive outlook.

ARK is currently valued at £47m compared with ARM's £1bn.

Company Profile
'ARC International is the world leader in configurable processor technology. ARC licenses configurable and preconfigured CPU and DSP-enhanced SoC IP solutions that enable our customers to design more competitive products. Using ARC's configurable cores, our customers can improve their application performance and reduce their total SOC die size and cost. This provides a distinct advantage over non-configurable alternatives. In addition, ARC also provides application profiling tools, development software, a real-time operating system and related components for both ARC and non-ARC platforms. ARC's licensable technology is already shipping in key markets such as telecommunications, voice/data networking, consumer electronics and storage.'

The new management team sold off its loss making PCB division, and focus its core technology chip business, through setting up industry partnership, and increased sales and marketing effort.

Today the company boasts a list of prestigouse clients who license its technology:

+SunDisk, the world largest flash memory maker, in addition to those flash memory cards, memory sticks we all use, their products also being used in PC, mobile phone etc. SunDisk is a supplier for NOKIA.

+Tektronics, the world leading test, measurement, and monitoring instruments maker. In its Q2 report in Sept, the company reported 24% revenue increase Y/Y.

+Broadcom, broadband communications, and voice and data networking product maker, with an annual sales of $2bn. Its product portfolio addresses broadband communications market and includes solutions for digital cable and satellite set-top boxes; high definition television; cable and digital subscriber line modems and residential gateways; high-speed transmission and switching for local, metropolitan, wide area and storage networking; home and wireless networking; cellular and terrestrial wireless communications; voice over Internet protocol gateway and telephony systems; broadband network and security processors, and System input/output server solutions.

+Sony, Sony Semiconductor Kyusyu Corporation licensed the ARC processor with DSP extensions, because it delivers more computational power than a stand-alone RISC processor, but draws less power than other combined RISC/DSP implementations.

+Apple, according to Share Mag, ARK's product is also used in iPod, which we all know sells like hot cakes.

+QLogic, a storage networking storage product maker, with a annual sales in excess of $500m. Networking storage is a growth area.

And many more, I just listed those names I know.

ARK has been tipped by TechInvest, for those who follows the tip sheet. I don't subscribe, so can't provide the write up.

As added bonus, the chart looks great, we have a two year break out, and institutions have been buying.

As always DYOR.

Company website,

[davet1p] 29/11/2004 08:45

Two new agreements announced today. I would appreciate a chartist view, as it looks good to me.

[sventhefish] 12/11/2004 19:31

> but not when you are losing money at £25million a year

First half results below. Looks like the loss is down to £3.3m, so
say £7m for the year? Still a lot, but not as high as it was.

ARC INTERNATIONAL PLC

RESULTS FOR THE SIX MONTHS ENDED 30 JUNE 2004

ARC International plc (LSE: ARK), a world leader in configurable processor cores
and application platforms for digital media, consumer and communications devices
announces its unaudited financial results for the six months ended 30 June 2004.

Highlights:

-- Turnover £6.2 million ($11.3 million) from £5.3million ($8.5 million) in 1H
2003, up 18% in sterling and 33% in dollars.

-- Operating costs before exceptionals, amortisation and depreciation £10.3
million: reduced by 26% over 1H'03 (1H 2003: £14.0 million)

-- Pre-exceptional net loss £4.1 million: improved 59% over 1H 2003 (1H 2003:
£10.0 million)

-- Net loss including exceptionals £3.3 million, improved 66% over 1H 2003 (1H
2003: £9.7 million)

-- Operating cash outflow £5.2 million: reduced 45% year over year (1H 2003:
£9.5 million); year end cash at £36.2 million

[shoee62] 11/11/2004 09:33

been watching it for last 6 weeks or so.

the chart looks very interesting, it fell of the 20-29p ledge it was on between july 02 and august 03, sold lower and has now come back through that ledge, usually means a final shake out of the longs, and should move up more

the problem for me buying is the financials - net cash of 25p a share or whatever is ok, but not when you are losing money at £25million a year. Anyone know anything about their outlook going forward ?

thanks

[davet1p] 01/11/2004 08:34

continues to tick up, but not much interest on this bb,

[davidhel] 24/10/2004 20:32

ARC launches preconfigured, licensable audio platform
Marty Gold
eeProductCenter
(09/27/2004 11:13 AM ET)



San Jose, Calif.-- "ARC International's new ARCsound audio subsystem has been designed as a preconfigured, licensable audio platform for use in high volume SOC designs. The subsystem includes audio codec software, a pre-configured ARC processor with custom audio extensions and a full suite of hardware and software development tools. The ARCsound subsystem is being targeted at high volume, cost-sensitive audio applications.

ARCsound requires only 75,000 gates in a typical configuration. This is up to 30% smaller than comparable CPU cores, making ARCsound one of the smallest audio solutions available, according to the company.

In addition to reduced die size, ARCsound also operates at a lower clock speed when compared to other solutions, resulting in lower power requirements. ARCsound consumes up to 55% less system power, which results in longer battery life for portable devices, it was said..."

[humphries1] 22/10/2004 13:25

i bought a long time ago IC tip still at a loss
humph

[sventhefish] 22/10/2004 12:11

I am interested. Anyone know why?

[davet1p] 22/10/2004 10:33

Has risen recently and further up today. Anybody else interested in this?

[sventhefish] 13/10/2004 16:45

> new contract see RNS today - any opinion on its significance??

Didn't see it on RNS, but their Web site looks quite nice now, and usable in terms of finding who their licensees and designs are.

The deal itself looks interesting.

[jhoebloggs] 11/10/2004 15:56

I think the words "high volume" is all I wanted to see.

Glad to see we're up again.

[21richyrich] 11/10/2004 11:48

new contract see RNS today - any opinion on its significance??

[sventhefish] 28/9/2004 15:21

Why the sudden signs of life in the share price? Did something happen that I missed?

[hugepants] 31/8/2004 16:39

This looks fairly optimistic.

Pity Im out now.

[rdpounder] 21/8/2004 13:30

OMG is worth checking out...owners of subsidiary Vicon Systems, manufacturers of the worlds first 4million pixel motion capture technology, used in Spiderman 2, Thunderbirds etc. End of year 30/9. Will probably drift a few pence lower before then if you want to buy in at a good price. Looking very bullish. DYOR

Thread....

Recent Interim statement available on company website.....

Major player at this years Siggraph trade show...

[irresponsible] 26/7/2004 14:14

Hi Huge
Nice to come across you again.
And about time these started to move.