Member Info for Multibagger13

Added another 166k :)

RNS Number : 3308Y MXC Capital Limited 08 September 2015 8 September 2015 MXC CAPITAL LIMITED ("MXC" or the "Group) Investment in Sagacity Solutions, established Big Data Analytics provider MXC (AIM:MXCP), the Aim quoted technology focused merchant bank announces that it will acquire up to 29% of Sagacity Solutions Limited ("Sagacity"), an established, profitable and fast-growing business specialising in Big Data Analytics. MXC will work with the Sagacity management to build the QTOX brand, and strengthen the company's position in the Big Data Analytics space both in the UK and abroad. Sagacity has a blue chip client base in the Financial Services, Telecoms, Energy and Utilities sectors, where it offers Big Data Analytics solutions based on its Oracle-based QTOX software platform. Sagacity has core service offerings in the areas of data quality, revenue assurance and, customer value management and analytics through which it helps customers manage and extract value from their data. The initial investment of GBP4.8 million for a 19% stake in the company has been satisfied from MXC's existing cash resources. A further GBP1 million of development capital may be invested at the option of MXC. In addition MXC has been granted options over a further 7.5% of the Company's issued share capital. In the financial year to 31 October 2014 Sagacity generated revenues of GBP4.8 million and EBITDA of GBP1.3 million and is expecting to deliver more than GBP7 million of revenues and over GBP2 million of EBITDA in the current year. This investment in Sagacity will sit alongside MXC's growing portfolio of IP rich software providers including Castleton Technology PLC and 365Agile Group PLC. Peter Rigg, Chairman of MXC, said "The team at Sagacity has developed world class software that they are already providing to a blue chip client base. We believe this technology has very significant potential and we are excited by the opportunity to take this product to a wider market". Contact: MXC Capital Limited +44 (0)20 Marc Young 7965 8149 Zeus Capital Limited (Nominated adviser and broker) Nick How / John +44 (0)20 Treacy 7533 7727 Alma PR +44 (0)7780 901979 / Josh Royston / +44 (0)7515 Hilary Buchanan 805218 About MXC Capital MXC is a specialist merchant bank with a track record of investing in and advising companies in the TMT sector. We bring together a deep knowledge of technology, first-hand experience of managing companies in the sector, an ability to make meaningful investments and a highly experienced corporate advisory team in support, all of which we combine to grow shareholder value. This information is provided by RNS The company news service from the London Stock Exchange END

A penny may be a stretch too far given its current revenues and profitability, but 0.4p or thereabouts is realistic. IMHO. The recent announcement about intent to seek legal authorisation so that dividends can be paid is very welcome. We are now in sustainable profit, no debt and cash of over £1m. I guess a 10:1 consolidation (which would mean a share price of 2p) followed by a maiden dividend of 0.1p per consolidated share will offer a conservative start with room for a progressive dividend as revenues move upwards. However, it may so happen that to our surprise - unexpected shareholder value may be unlocked by a predatory bid given our low market cap.

CONVERSION OF LOANS AND ISSUE OF WARRANTS Together, MXC Capital and MXC Guernsey Limited currently hold 24.2 per cent. of the issued share capital of 365 Agile. At the time of its investment in 365 Agile in November 2014, MXC Capital also provided a zero coupon convertible debt facility of £750,000 to 365 Agile in order to further fund the company's development. MXC Guernsey Limited and Jonathan Holyhead also each provided a further £100,000 debt facility to 365 Agile. It is proposed that the debt facilities be converted into the Debt Conversion Shares at the Issue Price alongside the Acquisition and Placing. The Company and MXC Capital have also entered into a warrant instrument whereby, conditional upon Admission, MXC Capital will be issued with warrants to subscribe for 834,118 New Ordinary Shares at the Issue Price (as adjusted for new issues post the date of award) which are exercisable over a three year period dependent on share price performance. RELATED PARTY TRANSACTION Henderson has subscribed for 1,333,333 New Ordinary Shares in the Placing and its participation is classified as a related party transaction for the purposes of Rule13 of the AIM Rules as it is a substantial shareholder in the Company. Henderson are a material placee and important to the success of the Placing. As disclosed in the Admission Document the Directors are due remuneration on Completion. Accordingly there are not deemed to be any independent directors for the purposes of providing the fair and reasonable opinion required under Rule 13 of the AIM Rules for Companies. finnCap Limited, the Company's nominated adviser, considers that the terms of Henderson's participation in the Placing of New Ordinary Shares are fair and reasonable insofar as the Shareholders of the Company are concerned.

More detail.... http://www.investegate.co.uk/iafyds-plc--iaf-/rns/reverse-takeover-and-placing/201508030700268120U/

RNS Number : 8108U MXC Capital Limited 03 August 2015 MXC Capital Limited ("MXC" or the "Company") Proposed IPO of Investee Company 365 Agile Limited MXC is pleased to announce the proposed flotation on AIM of 365 Agile Limited ("365 Agile"), an innovative, IP rich software business that enables mobile working and monitoring for field based workforces. The flotation will be effected by way of a reverse takeover of Iafyds plc. Iafyds plc today announced the proposed transaction which will be effected by Jafyds acquiring 365 Agile and seeking re-admission to AIM. The company will be renamed 365 Agile PLC (AIM: 365). MXC is pleased to have supported the management of 365 Agile from our GBP250,000 seed investment, to helping to identify and execute two acquisitions on the way to this transaction. MXC Capital Advisory LLP is retained as financial advisor to 365 Agile. Upon admission to AIM, MXC will be interested in 23.2% of the equity in 365 Agile and will hold a warrant over 5 per cent. of the company's issued share capital. Jill Collighan, Finance Director of MXC, will join the Board of 365 Agile to act as the company's CFO. Peter Rigg, Chairman of MXC, commented "365 Agile has developed exceptional technology that enables more efficient mobile working and harnesses the power of the Internet of Things. Future applications of the software and the IoT IP are very broad and we shall support their expansion into new markets. "We believe that this is an exciting investment for our shareholders and look forward to continuing to work with the team at 365 Agile to realise its full potential". Jonathan Holyhead, CEO of 365 Agile, comments "Joining AIM is a big step in realising the potential of the technology we have developed. We are very grateful to MXC for its guidance and continuing support". Contact : MXC Capital Limited +44 (0)20 Marc Young 7965 8149 Zeus Capital Limited (Nominated adviser and broker) Nick How / John +44 (0)20 Treacy 7533 7727 Alma PR +44 (0)7780 901979 / Josh Royston / +44 (0)7515 Hilary Buchanan 805218 About MXC Capital MXC is a specialist merchant bank with a track record of investing in and advising companies in the TMT sector. We bring together a deep knowledge of technology, first-hand experience of managing companies in the sector, an ability to make meaningful investments and a highly experienced corporate advisory team in support, all of which we combine to grow shareholder value. This information is provided by RNS The company news service from the London Stock Exchange END

ARC have kindly sent me the Finncap research note - unable to post here due to size restriction. Please check the other thread if interested....as I have posted excerpts there.

http://www.octafinance.com/how-will-arcontech-group-plc-lonarc-stock-react-to-finncap-new-ratings-coverage-and-gbx-0-27-price-objective/

The BB seems to have settled into a much more friendly environment....we are all in for the same purpose of making some decent money and between us probably have hundreds of man years of experience in the market. Each of us have developed signature investment styles that work for us and we seem find the common theme of a good company, good directors, growing markets and a niche technology as common grounds for investing with decent time horizons to come good. Trading and momentum investing does not work for me. I am old school in this regard and research, buy, add and hold is what works for me :) My longest investment was for over 20 years in a company abroad and sold only last year as the PE had become stratospheric and the company grossly overvalued. We all know that there is much much more to come from both CTP and MXCP ! Good luck all :)

The power of patience and compounding is under estimated. Jesse Livermore said something along the lines that he made more money sitting, than trading and Warren Buffett is another good example of patient investing. Now Woodford is doing the same ! As long as the company is heading in the right direction, growing and making money, I'll stay invested in a significant manner and no reason why not given the directors have decent skin in the game :)

Target 0.27p for starters....but I have not been able to get hold of the document as yet

Good morning all :) Summer stock market is often listless and range bound even without the the Greek saga. Despite all this we have been pretty resilient and I am positive that we will make good progress by year end and beyond. MXCP has funds to invest and I am sure that we will be making a strong acquisition(s) in due course and the share price will respond accordingly. My investment horizons are 3-5 years to start with and I guess some of the companies in the MXCP stable would have been sold by then for a very handsome profit :) Good luck all :)

Good morning and Thanks Kums :) Felt a top up was in order given recent Director buy, £30m to invest and a slice of every deal that they back from guys who have a stellar track record of creating share holder value. Good luck all :)

Another 300k @ 3.59

Agree that ARC newsflow is pretty scant and the share has been listless so far, but what piques my interest is directors holding about 25%, Anthony Cross from Lion Trust has taken over 13%. Profit making now, talk of dividends as well and the company has no debt and recurrent revenues covering 112% of expenses. Probably getting new business from all the financial sector "fixing" scandals. I think it is due a re-rate and I am mentally prepared for a long wait for it to come off. Thanks for your good wishes and like you have made a very profitable return on both CTP and MXCP :)

Been holding CTP since early 2014 and MXCP from late 2014. Been adding and both decent size holdings and part of my retirement plan. Also taken a fair few ARC.

Thanks Kums ! Got it at 3.52p which is a bargain IMHO....may take a few more today/next few days.

Another 307k for me :)

Interesting to note that the price moved on a 750k buy over 10%.....let's see if that holds and price improves :)

Hi Evelyn ! Unfortunately you are not going to make much at all after selling the shares and paying the brokerage. Maybe about £27.50 if you are lucky. You may be better off leaving them and seeing what happens as you been holding since 2001.Good luck :)