Member Info for Multibagger13

Let us hope the strong rhetoric by Mark Carney at Mansion House translates into more / new business for us with institutions scrambling to buy our products....a couple of 1m buys yesterday, but volumes still remain low ( as usual).

Courtesy of Taffy100 on the other thread.... https://uk.finance.yahoo.com/news/britain-unveil-plans-clean-markets-082847908.html

Cheers FrozenAssets you are most welcome - interesting view points in the book - I would not have thought of ill liquidity being a positive at all !! We saw what happened in terms of share price (albeit temporary) with buying interest following the contract news recently. I have added a decent number and not far off the magic 3% number. Holding my fire as I do not want to have to declare. Please post any companies with similar investment characteristics and I will as well. ARC is a share for the boring patient value investor......income investor in due course :) Out of interest, is ARC part of your frozen assets awaiting a thaw ??

Interesting little book by Gervais Williams (Miton Fund Manager) about the small company effect and the benefits of income and value investing in the AIM market. It looks like ARC ticks all the boxes :)

Re Zeus offer of MXCP shares at discount - In my experience you rarely get the quantity that you ask for, but still have to lock in the funds for the entire amount. Getting the refunds takes time as well. I had ended up locking about £40k for about 7-8 weeks and got about £6k worth in an oversubscribed offer relating to SUMM and found the whole experience immensely frustrating and time consuming. Even when the allocation was done, it took several weeks to get the unused funds back in my account. Though I had held several million shares of SUMM over several years prior to the placement,I was not given any preference - which to me was not fair. I spoke to the company to express my displeasure - they made all the right noises and nothing happened anyway when the allocation came and SUMM blamed the broker. Anyway, I got out of SUMM with a very healthy profit, but lesson learned. So I just buy the quantity that I want from the market nowadays. I don't mess with such offerings.Though the discounted price may be attractive, it can be a very frustrating experience. I would be interested to hear if others have had a more positive experience with allocations in placings which have been oversubscribed. Good luck to those who have applied :)

Good to see atleast tiny uptick on low volumes 16.05.15. A golden cross has formed with 50/200 day SMA and may attract the attention of chartists/momentum investors. Hoping that we may get some contract news or may be even an acuquisition ! With a bit of borrowing and our £1.3m pile there may be some small niche player to take over (before we are taken out ourselves) - all speculation on my part, no news or evidence to back it up. Good luck all :)

I have posted a chart on the other a.d.v.f.n. thread.....we are very close to the formation of a "golden cross" with 50/200 SMA. Good luck all:)

4 trades yesterday....reported on one of the other websites...

My reasons for investing in ARC : Debt free £1.291m cash as of 19.03.2015 Market cap very undervalued High Barriers to entry, scalable business with no major capex High customer retention Over 112% of operating costs covered by recurrent revenue Directors hold about 25% of equity One of UK Top Fund Managers Anthony Cross holds about 13.1% equity Talk of dividend when profits are sustainable Profit making, recurrent and predictable revenue stream Central Banks, HM Treasury Debt Management, Tier 1 Banks and top global investment banks,financial instis, betting companies as customers Wide geographic footprint Increased required for transparency and audit trail following LIBOR and other financial scandals Fintech - a growing investment area for new funds coming on stream Potential takeover target due to low market cap May use funds for acquisition - which will perk up investor interest Good luck all :)

Likely to close blue today :)

Some chunky 5m buys have been coming through over the last fortnight or so...so maybe we are stirring for a breakout !

RNS RNS Number : 3967L Arcontech Group PLC 27 April 2015 ARCONTECH GROUP PLC ("Arcontech" or the "Company") Holdings in Company Arcontech (AIM: ARC) announces, following notification received on 27 April 2015, that Anthony Cross is now beneficially interested in 201,500,000 ordinary shares of 0.1p each in share capital of Arcontech, representing approximately 13.1 per cent of the issued share capital of the Company.

It is frustrating that a company with about £1.291m in cash, no debt in a market with top tier customers and high barriers to entry, recurrent visible revenue stream is trading not much over cash value. Directors also hold over 25% - so decent stake and skin in the game. Anthony Cross has taken around 12%. They are even talking about dividends...so let us see. With new AIM microcap funds coming in, there may be interest in ARC I hope. I think we should be in the 0.6p range for what we have at the moment....a rerate will happen, but the waiting seems interminable.

We are in very good company with Anthony Cross/Lion Trust holding about 194m shares / about 12% of the ARC equity. Lion Trust (LIO) have released their trading update today (these are some excerpts).... RNS Number : 9055K Liontrust Asset Management PLC 22 April 2015 LIONTRUST ASSET MANAGEMENT PLC Trading Update Liontrust Asset Management Plc ("Liontrust" or the "Group"), the specialist independent fund management group, is today issuing its year end trading update for the period from 1 April 2014 to 31 March 2015. Highlights -- Assets under Management ("AuM") increased by GBP881 million or 24% over the financial year to GBP4.5 billion. AuM as at close of business on 20 April 2015 was GBP4.6 billion. -- Net inflows of GBP667 million in the financial year (2014: 381 million). -- Economic Advantage team awarded its first Institutional mandate (GBP95 million). -- New global equities team to join Liontrust in May 2015. "We have strengthened our award-winning Economic Advantage team with the key recruitment of Victoria Bates. She will primarily work with Anthony Cross on researching, analysing and selecting small caps for the team's funds. "We have also started to broaden our distribution capability internationally and have already begun attracting inflows from continental Europe. "Our sales in the UK retail market in the first quarter of 2015 were impacted in part by the uncertainty surrounding the outcome of the General Election. We are confident about the outlook, however, given the strength of our long-term fund performance and the quality of our fund management teams. Seven of our eight actively managed unit trust funds are in the first quartile of their respective sectors since launch or the current managers took over the running of the funds. "We continue to receive independent recognition through winning a number of awards in recent months, including Stephen Bailey and Jan Luthman being two of only 30 managers being named in Financial Express' Hall of Fame." Awards We are proud to announce the following awards for Liontrust in the financial year ended 31 March 2015: -- The Liontrust UK Smaller Companies Fund was named the UK Smaller Companies Fund of the Year by Investment Adviser magazine in October 2014. -- The Liontrust UK Smaller Companies Fund was named as the Fund with the Best Risk Adjusted Return (Equity) by Rayner Spencer Mills in November 2014. -- Liontrust was named runner up in the award for the Progressive Group of the Year by Rayner Spencer Mills in November 2014. -- The Liontrust UK Smaller Companies Fund was named as the Best UK Small Cap Equity Fund by Morningstar in February 2015. -- Jan Luthman and Stephen Bailey are two of only 30 managers to be named in Financial Express's Hall of Fame in March 2015. -- Anthony Cross and Julian Fosh were named Best UK Equity Managers by Financial Express

I get the feeling that finnCap may be better placed NOMAD for ARC - richer experience in the fintech sector I gather. The question for me is that we are sitting on £1.291m.....which should be put to good use or returned to shareholders. I am told that to consider the legal costs alone regarding redesignation of reserves (I don't claim to understand this process) which will enable ARC to pay a dividend will cost in the region of £25k - 30k. Also this new contract win with a highly credible investment bank, may well ease the winning of more contracts by serving as a reference customer. So could it be that we may be considering an acquisition ourselves, if the right size and "fit" company comes along...will additional funding be needed ? This is a speculative take on the reason for a change of NOMAD. The next couple of weeks is crucial IMHO to determine whether we will be back to business as usual on the market - low volumes and market apathy or whether there will be continued interest and improving sentiment after a period of consolidation/accummulation. It will be interesting to know where the 239m shares came from... I am really pleased with the improved share price since last week, but we are not really far off share price wise from where we were from before the results update. Feels like hard work, but hopefully it will pay off in the end.

I have emailed the company as well and one of the other posters on the other thread has done so as well. May be that will spur the company into some positive PR action !

Trading volumes over the next few days will tell us whether last Thursday was an aberration or a welcome change in sentiment. With the churn of over 15% of the shares we now have some fresh investors on board and hopefully over the next few weeks and months some increased liquidity from pension pot money looking for growth and a good home. Let's hope that there will be increased news flow and announcements of contracts so that it will improve visibility and market sentiment. We remain grossly undervalued and underrated.

I fully agree that we have very marked swings in the share price, often not supported by volumes. In the absence of any meaningful PR, prices can be more amenable to "manipulation" by MMs. To get to a 1p share price will mean that our market cap would be about £15.36m. Given our current levels of profitability, this is not going to happen soon (though I would love to be wrong !). I think that share consolidation will presage a dividend payout and may occur well before we get to a 1p share price. We are already profitable and hopefully increasingly so. We are rapidly building up cash - uptp £1.291m at last count. If we are not investing heavily in software development, then are bottom line will be swelling rapidly with every additional contract and recurrent revenue. A 0.1p dividend payout on a "consolidated 10:1 basis" will mean that to service 153m+ shares will cost about £153k. This I would think is affordable and sustainable to start with and as profits grow hopefully we will see a progressive dividend policy.

Happy Easter everyone ! I think it is only a matter of time before we have a 10 to 1 consolidation to achieve a more manageable 150m+ shares in issue, if ARC are considering a dividend payment (that all of us are looking forward to). I would imagine that an initial dividend in the region of 0.1p per "consolidated" share would be possible and think that given the current cash position, hopefully more contract wins, that we may actually see a dividend in 2016 (if nothing untoward happens). Any thoughts ? On another note, I too have emailed Sarah Wisbey congratulating the team and a plea that we have a more proactive communication strategy. After a long time, I am excited that we may be actually turning a corner and that we won't be languishing at this share price for long. Good luck all :)

I hope that the announcement of a major client win (ie, announcement of a contract) is a departure from the established practice of leaving investors in a perennial news vacuum - which lends itself to easy price manipulation on low volumes.I wonder if Finncap as the new NOMAD has been instrumental in bringing about this change ? My speculation is that this contract for 200 licences to start with is about £400k per year - I am hopeful it will more than make up for the loss of the other big client (if that becomes unavoidable). When I was doing some digging, I got the impression that the contract with HM Treasury was in the region of £25k per year but no idea as to how many licences were involved. So this £400k figure is nothing more than a finger in the air. I guess with the new year and pension changes, we may move to the region of 0.04 to 0.05p over the next quarter or so - maybe earlier if there is a slew of contract announcements on the back of this foray into a new market segment.We have been very patient and hopefully it is beginning to pay off. The massive volumes of 239m yesterday makes me wonder where the shares came from - I hope some of the directors or funds have not been selling into the rise and that we will get a reduced holdings notice soon. I intend to add as and when funds allow...on the basis that we we are now profitable we are debt free hold over £1.291m, market cap is circa £3.3m significant director holdings Lion Trust / Anthony Cross holdings recurrent revenues covering 112% of our costs, recurrent contracts renewals, highly reputed, sticky customers new market segment contract the prospect of dividends on sustained profitability ....makes ARC very undervalued and appears to have the potential to go up 200-250% in share price over the next 6-12 from where we are now :)