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You would expect so Tully. A small holding for me here so happy to leave for a while anyway. I need to look at how many shares are in free float as they do seem to be tricky to get hold of without paying a premium, which supports your L2 point. In a years time this could well be a multibag.
Looking like we could see a steady rise over the next few weeks/months Craig. The talk about dividends, debt free, and money in the bank, makes a mockery of our current MCAP. No mad ramping anywhere, although the herd may cotton on at some point. L2 looks very strong as I type, with not that many available at 0.21p.
it seems. Not surprised, this company is solid, and should be higher based on it's results.
Ok, I;ll check it out thanks. Don't worry, I'll do my own research too. Mosy likely on the watch list for now.
Morning Craig, Although I was already in, the mention of a possible dividend was welcomed. It certainly shows no lack of confidence! debt free is also a massive bonus, plus cash in the bank. But like a lot of companies they don't do a bit of self promotion, if they did this would be comfortably in the 0.3s. Reference CRV, it is all there on the boards, you will get a better perspective on ADVFN, massive summary there from Karina. Maybe worth a read, but not advising anyone to buy.
Hi Tully. Me too. I really like this company. Operationally savvy, aware of the risks in their field, good pipeline, good recurring revenue, and a profit to boot. A long termer for me but suffice to say that the broker target is well undercooked to me in comparison to the MCAP. I wish I'd bought more than I did now but sub 0.2 still represents deep value to me. Would like to see a bit more news when they get contracts but the mention of a divi, albeit a target, and probably small, took me aback a little. Very much under the radar. Why are you heavy in CRV, do you want to give me a bit of info on that and I'll look at it, perhaps on the CRV board. ATB
Morning, I stuck a few quid in here a couple of weeks ago, really like the story. The problem here is that just like my main holding (CRV) ARC remains firmly under the radar, there have been one or two interesting buys quite recently, and quietly confident that we will see upwards movement over the next few sessions. It may take some of the "herd" to latch on though. L2 is very strong, and can only buy 500k at this time at 0.1848, a million is 0.21p. GLA
Looks like some sort of swap. Didn't adjust the ask or bid.
51 million traded in a couple of deals @ 0.17p this afternoon
At the beggining, probably not a lot, because of the number of shares in issue. It is more the sentiment of a company paying a dividend, particularly one with a MCAP of this size. I just found it an interesting statement, particularly as most companies of this size on AIM don't even whisper the word as it's a pipedream. Here it seems more of a target. If this company knew how to distirbute news to the market a little more it would shoot up in MCAP. I think it will come anyway, aslong as they carry on their progress.
What sort of a Dividend per share do you think they would be able to pay?
Totally agree. For me this is a little different to my more speculative investments and so a longer term view is on the cards. Not much skin in the game here but then looking at 1p eventual target so happy to sit and hold. They do need to attract more retail interest though, fundamentals are sound, progress year on year, and a good pipeline. The fact that they were a little disappointed, despite registering a profit was very good. The mention of dividends too is a real statement of intent. A company with this MCAP and share price paying a divi, ha when they do, this SP will be long gone.
The fundamentals for ARC now look solid. Zero debt, almost a million Pounds of spare cash in the bank, revenues growing +8% YoY, returning to profit for the first time in years, and it has recently signed up the influential Bank of International Settlements as a software customer. ARC now needs to refocus on new biz and getting big new clients onboard, to excite investors.
Oh and the company website is quite slick too. ATB
Well a profit helped by the R&D tax credit. A very unoticed company to me and could do with some more PR/contract news. I like the company though. Interesting comment regarding dividends. MCAP for AIM standards seems very low. Could be a target for a M&A in my view.
Zactly. It will be a surprise if there is not more revenues, more cash-in-hand, and more profit for ARC in the results on Monday. They need to update more on new business, to excite more investors.
Looking at the 1/2 report for y/e 31.12.13, the company seems perilously close to be profitable. MCAP seems low to me. Snippet from the 1/2 year below: Financial and business highlights: · Turnover increased by 15% to £976,578 (six months to 31 December 2012: £848,101). · Operating loss reduced by 74% to £68,976 (six months to 31 December 2012: £262,850). · Annual run-rate of recurring revenues at 31 December 2013 amount to £1.9 million (2012: £1.7 million) and cover 94% of the cost base. · Net cash of £0.7 million at 31 December 2013. Richard Last, Chairman of Arcontech Group, said: "Arcontech has continued to make steady progress towards profitability, which we expect to continue in the second half of the year. The Group has an increasing pipeline of opportunities with both existing and potential new customers, which gives us confidence that the business remains on track to continue to deliver improvements in operational performance."
Been watching this for a while now and looking for an entry point, just 500k of shares for me. Let's see what happens. ATB
Results for ARC will be published on Monday. Should show a return to profit for the half-year. Needs to give more detail on new clients and new business and how their "major central bank software trial" are going.
MM Code perhaps? - would anyone care to speculate?
Yes, results here are the next major step-up for ARC. Should show a return to profit, and hopefully an update on their ongoing major-central-bank software trial.
Is anyone else looking forward to the final results.
The retrace, from the near-term high a few weeks ago, looks nearly done. A rebound looks on the cards from this level. Higher highs, lower lows, etc.
My recommendation would be buy for the long haul so that when the good news hits and the activity picks up the MMs and day traders have little shares outstanding to play with forcing the MMS to jack the price and close the spread up in order to satisfy short termer traders. Once the activity ceases the real investors are left with a good increase in capital value. That's my hypothesis. I accept that I could be unequivocally wrong and I am happy for anyone to correct me on that.
I would keep the ARC postings to the ARC forums in the first instance. The ARC shareprice has doubled in the past year and is up nearly +50% in the past few weeks, so plenty of shareprice movement. Looking forward to reading your inputs on here.