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Share Name Share Symbol Market Type Share ISIN Share Description
Arkle Resources Plc LSE:ARK London Ordinary Share IE00B2357X72 ORD EUR0.0025 (CDI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 0.875 0.85 0.90 0.875 0.875 0.88 644,299 07:49:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 0.0 -0.3 -0.2 - 3

Arkle Resources Share Discussion Threads

Showing 1401 to 1424 of 2375 messages
Chat Pages: Latest  59  58  57  56  55  54  53  52  51  50  49  48  Older
DateSubjectAuthorDiscuss
24/12/2004
10:19
-warranty -with the strong showing of ARK recently, I also wondered if a take-over could be in the offing. -it would be a very opportunistic bid....market cap is £53m, knock off around £35m cash or so, and you are picking up the business for £18m or so. -a business that the current maangement look to have turned-around. Effectively aquiring this sort of business at around twice current sales looks a bit of a bargain,imo.
the prophet
24/12/2004
10:15
Added again this morning looks like there could be something happening with this at last. Are those rumours of a TO still doing the rounds because with everything now looking rosy for ARK now could be an opportune time for a bid?
warranty
23/12/2004
17:30
-looking nice! -decent rise and no fuss -stripping out the cash element, these have the potential for a pretty big re-rating
the prophet
23/12/2004
17:09
we have liftoff,hold on tight!!!
lingy
23/12/2004
09:27
holmess - add a few more and it'll look even better...hahaha
jtenner
23/12/2004
08:51
Added a few earlier in the week. Chart looks superb...........
holmess
20/12/2004
17:08
ARC International plc ARC International PLC (the "Company") Notification of Interest(s) in Shares Section 198 Companies Act 1985 The Company received a notification today from AXA Investment Managers UK Limited on behalf of AXA S.A. and its Group Companies, informing it that as at 20 December 2004 they had a beneficial interest in 24,368,389 ordinary shares representing 16.84% of the 144,692,051 issued ordinary share capital of the Company. 20 December 2004
triplexxx
20/12/2004
15:53
Yes I use TD waterhouse,trade was done about 11.15
triplexxx
20/12/2004
15:50
triplexxx, do you use TDW, as some of their trades appear on virt-x? Coincidentally, 10,000 is showing on virt-x as today's volume through them. www.virt-x.com, type in 'arc' in stock search, not 'ark', and scroll down to arc communications.
realcooltrader
20/12/2004
15:37
bought 10000 of these this morning,strange they are not showing on the trades screen yet.
triplexxx
19/12/2004
18:09
Many thanks for that,I think I'll have a few of these tomorrow morning
triplexxx
19/12/2004
16:13
See: http://ww7.investorrelations.co.uk/arc/finreports/1H_2004.Earnings.Release.v.16.7.pdf Net cash out for H1'04 looks like £5.2m. They had assets of £37.3m of which £36.2m is cash in the bank. I.e. around 3 1/2 years if things don't continue to improve.
sventhefish
19/12/2004
15:47
How much cash do Arc actually have in the bank? and what is the current cash burn rate? Thanks
triplexxx
18/12/2004
09:28
warranty, have a look here: http://www.webopedia.com/TERM/F/fabless.html
realcooltrader
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.
the prophet
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.
warranty
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!
the prophet
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.
davet1p
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.
the prophet
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.
davet1p
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.
the prophet
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, http://www.arc.com/
woodpecker3303
29/11/2004
08:45
Two new agreements announced today. I would appreciate a chartist view, as it looks good to me.
davet1p
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