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AR9 - archTIS Limited

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Dona Ferentes said:
No. went for 34.5c this morning

(Hold - free carry)
Click to expand...

Hi Dona,
Could I ask a few questions please.

1. (Hold - free carry) I presume this is the profit from the trade.

2. I presume the figure you sold for (34.5c) was what your target was when entering the trade, or did you see another opportunity?

3. (An aside from AR9) A few weeks ago I read you had bought Silver and I have watched the price since. Did you buy, stub your toe on the black doorstop in the hallway type silver or silver in some other form?

Thanks for your time

bux
 
Bux, AR9 has been a good outcome for me. Essentially, it wasn't a 'trade' in that sense. I don't read charts or suchlike. I look at charts but they don't reveal any surefire secrets of wealth, not to me..

I became aware of AR9 pre IPO (20c; mid 2018). It was described to me as likely to flame or flame out. A ten thousand bagger was a possibility, if things aligned. Now, I'd never believe that, but it did have one of only two Top Secret clearances in BOTH our Defence Dept and USA's equivalent. It isn't patch and fix cyber outfit; rather they built information management and collaboration software where files can be shared on a protected platform. The 'addressable market' is large; imagine the possibility if it became the standard, the only game.

Didn't buy at float, but watched. Picked up 50K at 12c mid last year, and followed it. Slowly the company gained a profile, and started winning work. Then Covid came along. Saw no reason to sell, as news was flowing. But balance sheet needed bolstering and they found an investor. A [seed] investor was selling down, and the issue price was 5.5c with SPP to existing shareholders. I put in $15K (ruing not the $30K tops but I thought it would be scaled back) and got all of the allocation.

Then the Cyber wars became front page, and AR9 has been discovered. Two months later its 37c as we go to press.

So; 1. Free carry. Yes. Put in $6K + $15K, sold for $25k and get to keep 250,000 AR9 shares. They can go to 20c or $20.20; either way, not fussed.

2. Price target. No idea. Am amazed it has gone so far. No longer have Iress Live so I am trading blind. There hasn't been much news to drive it further. Contracts will come. The Outlook Statements are very positive. But I thought it time to take some off the table (in the SMSF so tax isn't a worry )

(and 3. No I didn't buy Silver, but had been watching it. I missed MKR in the IPO as it closed in 2 days <@20c>. Then missed its meteoric rise!! I did buy gold, but that was late last year, when markets were frothy.... PMGOLD @ 22.30)
 
Hi Dona,
Thank you very much for taking the time to give me such a full answer to my questions
It is always interesting to understand the reasoning behind the decisions......all very easy looking in the rear view mirror.
During play sessions I have had free trials of Iress in past years and found it very helpful. At the moment the charts I use are 20 minutes delayed but brokers depth live can be a bit frustrating........ As someone once told me .....someone for whom I have great respect..... "I always pay too much and sell too cheap but seem to do OK with that bit in between."
Commsec is the only broker who take on NZ refugees so will have to get on and send off an application form.

Can I ask if anyone uses Iress ?

I only became aware of AR9 after reading Garpal's July pick. Although late to the SpaceX launch I would like to thank him for the 56% gain I have enjoyed, when I finally put my little finger in the second cup handle.

Thanks again for all your time

bux
 
I guess, after days like today, people still keep getting on board. (Not despicable me though.)
Just think, if it was in the monthly comp again, it would be at the top again, on 98% up for the month.

finicky said:
Might be pushing it but can't help feeling there's a bit more in it short term - looking to sell 20,000 for +50c
Click to expand...

60cent before the end of the week predicts the tadpoles
 
frugal.rock said:
60 cent before the end of the week predicts the tadpoles.
Click to expand...
Indeed, 60c before morning tea, today
finicky said:
Might be pushing it but can't help feeling there's a bit more in it short term - looking to sell 20,000 for +50c

10 Day 5 minute chart
Click to expand...
your post, Mr F, helped focus my mind, many thanks. I put aside domestic duties, thought deeply, watched the action .... and sold 50k this morning at 56c in the initial retrace.

Was all getting rather silly. We may well have had Peak Cyber today.
 
Peak Cyber, I like it.

Time not to hoover.

Then I only throw darts.

Timing + Sector + Dart = Outperformance as per AR9

https://corporatefinanceinstitute.c...ing-investing/what-is-the-random-walk-theory/

gg
 
archTIS, together with KPMG, has won a professional services contract with a Commonwealth Agency to perform a number of Information Security services.
• archTIS will provide subject matter experts to assist KPMG, up to the value of $400,000.
• archTIS is part of a consortium of industry leaders brought together by KPMG to provide this Agency with an Enterprise Information Management capability partner.

I like it. Network effect... & the 400K is for 3 months.
(as long as something flows from their efforts)
 
frugal.rock said:
Colander bene style leaky... great for a cyber security company aye....
Click to expand...
definitely a strain for an informed market.

m.. m...mmm ..maybe we could allocate blame elsewhere? Response to ASX - Aware letter just lodged
 
Last edited:
That's a hell of a pullback. What gives?
 
60c - 5c = 55c
(55 ÷ 5) × 100 = 1,100%
That was the gain in less than 2 months.
Lot of profit to protect, especially for those who participated in the $11m cap raise @ 5.5c
Third fallback from the near 60c level
 
At least that gives an idea of where support is.
 
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