Arkle Resources Share Discussion Threads

[ameer] 04/5/2006 20:44

So it's Legal and General Group turn, who recently increased holding by 447,803 shares!

Recent Major shareholder Transactions
Date.......Holder................................Shares held......... %
28-04-2006 Legal and General Group ..............16,497,803........ 11.02
24-04-2006 Fidelity International Limited........9,054,108......... 6.08
04-04-2006 AVIVA plc ............................4,570,751......... 3.07

[ecuyetx] 25/4/2006 13:52

Fidelity bought 1.5m today. First proper buy for ages. All sells for a couple of weeks and then Fidelity in for 1.5m, do they know something?

[davron8] 25/4/2006 11:38

I think this share is suffering from the sector blues as most investors concentrate on oils and mining. I've held for some time as do expect it to prove a good investment in time.

[ameer] 24/4/2006 23:59

Fidelity International increased holding by 1,508,275 shares!

Recent Major shareholder Transactions
Date.......Holder................................Shares held......... %
24-04-2006 Fidelity International Limited........9,054,108......... 6.08
04-04-2006 AVIVA plc ............................4,570,751......... 3.07
02-12-2005 Legal and General Group ..............16,050,000........ 10.78

[ameer] 06/4/2006 19:02

Major shareholders have increased their holding recently, which is a very good sign that has supported the share price so far.

Recent Major shareholder Transactions
Date.......Holder................................Shares held......... %
04-04-2006 AVIVA plc ............................4,570,751......... 3.07
22-03-2006 Fidelity International Limited........7,545,833......... 5.07
02-12-2005 Legal And General Group ..............16,050,000........ 10.78

[sventhefish] 03/4/2006 12:42

New licensee:

SMSC Licenses the ARC™ 600 Family of Configurable Processors from ARC International

[sventhefish] 24/3/2006 11:26

Sorry, missed that one. I don't think Jez has been that involved for a while though. I wonder who they will be getting to replace him?

[roscodagama] 23/3/2006 15:39

STF, Pay attention there !

[sventhefish] 21/3/2006 08:46

One wonders if "who" is stepping down in order to make a bid? Am I on the right BB?

[adam] 20/3/2006 15:46

One wonders if he is stepping down in order to make a bid. A lot of trade on the bid today including MM supply, yet there seems ready buyers. Who?

[dickdasterdly10000] 20/3/2006 12:27

the management are a disgrace

it was always obvious years ago that shareholders interests would have been best served by selling the business and distributing the proceeds and the cash back

talk about self serving dirs.

[puffin tickler] 12/3/2006 06:37

Hello all

I have been in ARK for a year now, so sitting on a 30% loss. Bought because I have a soft spot for risc technology and I was creating a portfolio of underperforming tech shares with real products to catch the next market tech spike. Not a wonderful success story so far as ARK is about average in this portfolio.

I have never felt strongly enough to sell out, always difficult when sitting on a loss. However, I must say I find it difficult to see where sufficient revenues are going to come from to support the business when the price of each sale is small and the market is so competititive.

[johnymac] 09/3/2006 13:44

wrong board

[adam] 03/3/2006 16:04

It does seem rather perky lately. Let's hope it is a bid target.

[davron8] 03/3/2006 16:02

May be a big buyer waiting for stock, L2 is 7;1 at the present time.

[davet1p] 27/2/2006 20:09

Another tick up today. Has performed well since results on 15/2. Will continue to hold.

[roscodagama] 16/2/2006 12:52

Today's tick up due to this article:-



".....There are signs that 2006 could mark a turning point in the group's fortunes. ARC's video subsystem technology will be launched on Monday, allowing digital video downloading to a range of equipment, regardless of how that information is formatted. The company is excited about the possibilities, particularly in light of the increasing demand for visual content among telecoms operators.

With 23p of net cash per share and a declining burn rate, at 26p the market values the ongoing operations of this business at little more than £4m. It is worth more than that, and if a big name manufacturer signs up for ARC's video subsystems the impact could be dramatic. Not for the faint hearted, but worth a punt. Buy."

regards,

rosco

[hugepants] 15/2/2006 12:16

Previous huge trading losses may also make it attractive to a bidder. They made losses of over 50M in 2001 and 2002 alone and there is an unrecognised deferred tax asset of 23M in the last accounts. Perhaps if ARC can convince its heading towards profitability then this 23M asset may start getting valued by the market (ala IndigoVision).

[integer] 12/1/2006 20:36

is that before or after this years losses?

[ameer] 12/1/2006 14:36

integer, dead cat! with 24p/share at the bank. lol

[sventhefish] 12/1/2006 07:44

Perhaps it's the move into 3G. I just saw this:

TTPCom Adopts ARC's Configurable CPU for 3G Cellular Baseband Engines