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Rob229 -- Good to see a US PI active in the London market. Always good to hear new voices from different angles. I know MONI is very popular with US IIs and PIs, as their mobile payments stuff is well regarded. I had a quick look at TIDE. With just £1 - 2m annual revenues, and a £7m marcap currently, I will hold off on that one for now. I'll have a deeper look on the weekend, though, in case I overlooked anything. Meanwhile, I'll continue to sit patiently for ARC to deliver its next upward spike. With profits nearing, cash rising, directors buying, new contracts rumoured, and share-trading volumes near record highs, the next uplift in the ARC SP can't be far off.
********Waiting patiently now. We will soon see back of 0.20's imo!**********
Someone bought today almost 1% of the entire ARC company in a single trade. Are one, or some, of the ARC directors buying yet more ARC stock? Will there be an RNS to follow in the next few days? Total trading volumes today for ARC are again 2 times above the current daily average. And 4 to 6 times higher than they were at the start of 2014. There is sustained growth in interest for ARC over several weeks in these shares now.
Full disclosure to Mr Skier, I write from across the pond. I am an experienced investor (bonds and shares in various countries), but not so experienced on AIM. I found my way to AIM because I had heard last summer something good about MONI. In order to study MONI for myself, I found my way to www.lse.co.uk. To my knowledge, there is no website for US shares that displays so much useful data, useful discussion and news as this website displays for AIM shares, so I have, during the past several months devoted considerable effort here. I have had some good experiences, but I am a self-effacing individual, and I am mindful of the fact that the London market has, in a general way, been in an uptrend during the months that I have been participating. I cannot claim to have an ear to the ground because I am not in England. With this proviso, I have a good feeling about BES. I forget the market cap at the moment, but my impression is that one seldom finds a company in the consumer brands sector at such a small market cap. Granted revenues are still small, and one should probably pause to contemplate the likelihood as to whether BES' brands will, any time soon, grab the attention of the spirits-consuming public. One other company that I am looking at -- thinly traded but still interesting to me -- is TIDE. An auspicious RNS was released prior to the open on 10.03.2014. So the offer price was raised, and I am hoping for a better entry point. If your schedule allows, I would welcome your view of this company. If you like it a lot and you decide to jump ahead of me, well, that is a possibility that I would cheerfully accept. Note the spread, ca. 27.5%, so if you approach at all, please do so with great caution. Good luck on Wednesday. Rob229
Rob229 -- BES feels like a steady upward mover, like ARC, as you say, rather than a "spikey" share for daytrading fun. I will run the rule over it this week and make a call. Thanks for the heads-up. Regarding EMT -- their management has a mixed reputation, so it will be important to keep a close eye on what they're doing.
Good afternoon Mr Skier, I would be pleased to know whether BES turns out to suit you at the 1.5p level. Since you traded it well some months ago at 1p, you probably will prefer not to buy at this relatively high level. To me, it still looks promising. Never saw a spread like I see at EMT. Hard to sign on to one like that, though I am generally a big proponent of investing in small and micro-cap names. I suppose a buy around 20-25p might get executed, but what do I know? Do you have any sense that EMT management are good operators? Thank you again. Rob229
Rob229 -- Yup, I had a brief trade in BES around the 1p level a few months back, just before their expected Christmas spike, but have not looked at it since then. Will take a relook. EMT is also worth a punt. Tiny number of shares in issue. An investment shell that just bought into £1.5m of revenue for the first time. Dyor etc.
Hello Mr Skier, Small point: you and I might be praising slightly different virtues at Arcontech. This share seems to be under the radar for many, but I foresee better activity soon. I should click on your pen name and try to see some shares that are of interest to you. Any familiarity with BES? It is another one which, to me, feels rather quiet and which seems to be moving in a good direction. Good luck with your investments. Happy to share ideas. Regards, Rob229
Another day of above-average volumes today. This is the fourth straight week of sustained growth in trading.
Agreed. The spike in free cash in the halfyear results recently has gone rather unnoticed by the market.
Maybe the market has decided that it is impressed (as I am impressed) by that one little sentence in the half-year report which informs investors that cash increased by ~ 175,000 GBP from 31.12.2013 to 31.01.2014. I am in agreement with those who sense something good here. In other words, it is my impression that ARC seems to have been working on contracts in the first half that were not executed until the first month following the close of the half year. In my experience, things usually take longer to get done than I hope; but things do often get done. I wish all ARC holders the best in this new week. Rob229
A whole day's average volume traded in the first 90mins today.
We should move to new level soon!
Up +8% now. Almost 100% buys today so far. Almost a whole day's average volume traded in the first hour. As mentioned a few days ago, this is recently becoming a familiar AIM pattern -- the sell-on-news brigade knocks down the SP on the first day of RNS results... and then savvier investors pile back in a few days later when they have had chance to fully digest the numbers. ARC's halfyear financial results a few days ago showed a significant improvement in cost control and it is on the cusp of profitability for the first time ever. Rumours of new contracts being RNSed in the next few weeks, also.
Cecil75 -- Agreed, patience is the key here. The new ARC CEO has done a great job of keeping costs under control. That is reflected in the better profit numbers. Now they need to deliver on adding new clients and new products and raising their profile among prospects and investors. RNS.com is owned by the LSE, if memory serves. Def a good website. Separately, AFPO is worth a look. Sitting on a big pile of potash (fertilizer) in west Africa and getting ready to drill and prove it. Merger rumours (with a Chinese company) also floating around. Dyor etc. BoL.
Update will see us fly. Let's see what the next few days bring. This is one to top up and sit back.
I have to concur with your statement - I agree totally - think the next set of results ( Aug-sepr_ will be the big one - if things move into real profits and a juicy contract or 10 - we could be all quids in! Any other shares you could tip for me. Ty for the rns.com website - its amazing!
The sell-on-news brigade are in control today. It's a familiar pattern across many AIM shares at the moment. Let's wait and see what happens in the coming days. Just take a look at SAV -- they recently dipped right after an RNS came out... but once the news had been digested properly, there was a sharp upward rebound in the following days. ARC's revenue number was good but not great in the RNS today, but the profit margin was dramatically improved (more than expected) and they still have almost a million Pounds of spare cash. In an AIM world, where most companies are living on placings, borrowings and fumes, ARC is in better financial shape now after a bumpy few years.
Hope u can see this - let me know why I'm wrong then - instead off ignoring me! Healthy debates!
TBH the RNS wasn't great - yes good numbers but no clear profit and recurring revenues rather than new... was expecting more... can see a slide for a while now- thought this was a goer
Buys coming back as we could get contract news from now on any time.