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AR9, ARCHTIS LIMITED
nipper
post Posted: Feb 22 2021, 08:47 AM
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Posts: 8,302
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1H FY2021 Financial Performance and Operating Highlights

• Total revenues of $1,111,763 delivered vs $242,877 in comparative period, up 358%
• Recurring revenues of $459,235 vs $100,843, up 355% on comparative period
• Gross Margin of $809,946 vs $118,041, up 585% on comparative period
• Strong financial position to support future growth initiatives with cash balance of $12,104,531 at 31 December 2020 following an $8.4 million capital raising during the period


Strong Outlook for 2H FY2021 and beyond
QUOTE
archTIS operates in a very large and proven addressable market. In July 2020, the Australian Federal Government released the Department of Defence "2020 Force Structure Plan" which committed approximately $15 billion over the next decade to cyber and information warfare capabilities, which included a key focus area in collaboration amongst government, business and the community to address cyber security. As an established, trusted and existing technology provider to the Australian government, archTIS is well-placed to provide best-of-breed trusted information and security.

Beyond Defence, AusCyber notes the Australian Cybersecurity industry in 2020 was worth $5.6bn and is expected to grow to $7.6bn by 2024. And globally the cybersecurity market is currently worth $173B in 2020, growing to $270B by 2026, with the majority of that spending being for externally managed security services. With the acquisition of Nucleus Cyber complete, archTIS is now well placed to expand into this global cybersecurity market.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 20 2021, 09:27 AM
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well, this was messy
QUOTE
The Company has undertaken a fulsome review of its governance and compliance practices to ensure that it has the resources and expertise to comply with its obligations moving forward. This review has resulted in the following key changes:

• As announced on 12 February 2021, the Company appointed Erlyn Dale and Winton Willesee as joint company secretaries of the Company to further strengthen the Company’s corporate governance and compliance program. Dale and Willesee are directors of specialist company secretarial firm, Azalea Consulting, and both hold formal positions as company secretary and/or director for several ASX listed companies. archTIS is pleased to be able to leverage the expertise of Dale and Willesee, who together have over 30 years of combined experience in governance roles.


• Further, in line the recent rapid growth experienced by the Company, archTIS has agreed to increase the role of the Chief Financial Officer to a full-time role, with the primary responsibilities of Company Secretary transitioning to Dale and Willesee immediately. This change will provide the CFO with greater capacity to meet the increasing demands of the role and enables the Company to better utilise the CFO’s extensive professional accounting experience to help drive the high level strategic and commercial initiatives of the business.


• Amendments have been made to the Company’s internal processes and to its register of delegations such that the Board has greater visibility over equities, options and cleansing matters.

• With the Company’s governance roles now appropriately filled, Bruce Talbot has resigned as company secretary of archTIS.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Oct 29 2020, 02:02 PM
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AR9 has announced the acquisition of global information protection business, Nucleus Cyber. At the time of writing, the Archtis share price is trading at 39 cents, up 3 cents.

Nucleus Cyber provides advanced information protection solutions that prevent data loss and protect against insider threats across the Microsoft Corporation software suite. Microsoft is the world's largest supplier of digital collaboration products to government, enterprise and SMEs. Microsoft boasts 115 million daily users of its Teams platform, and the Nucleus Cyber technology solutions operate seamlessly in conjunction with these products.

For example, its protection solution provides a simpler, faster and cheaper solution to tailor information protection for file sharing, messaging and chat across collaboration tools. Nucleus Cyber customers include companies such as Virgin Australia Holdings Ltd, the Australian Government Department of Defence and Department of Health, Melbourne Polytechnic and Paramount Pictures.

Archtis will acquire 100% of Nucleus Cyber for a total potential consideration of up to $9.75 million in Archtis shares. The company believes that this acquisition is highly strategic and transformational for its growth trajectory and global presence. Archtis will gain immediate presence in the key North American market, as well as access to the Microsoft business product suite.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Sep 22 2020, 10:50 AM
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after a year of change and growth, including raising $2.3 million
QUOTE
.... with product/market fit now being established and the veracity of the underlying technology proven, there are many opportunities to continue growing the archTIS business in both public and private markets.

We expect growth to be organic and from selected merger and acquisition opportunities should they arise.
QUOTE
archTIS has also reduced its monthly operational expenditure by 32% since March 2020 as expenses shifted from software development to sales and marketing.
get out there and reel them in!



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
mullokintyre
post Posted: Aug 6 2020, 05:24 PM
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In Reply To: nipper's post @ Aug 6 2020, 03:59 PM

Nah, not into drugs.
Mick



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sent from my Olivetti Typewriter.
 
nipper
post Posted: Aug 6 2020, 03:59 PM
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In Reply To: mullokintyre's post @ Aug 6 2020, 02:16 PM

ho ho. much mirth.

you are da guru, Mick, the Gold Standard. You have played that sector really well. Silver too. I am too timid.
(imagine if we started pumping CUV !!??!1)




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


mullokintyre
post Posted: Aug 6 2020, 02:16 PM
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Posts: 3,267
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In Reply To: nipper's post @ Aug 6 2020, 01:36 PM

Like I said yester Nip, you have become a guru.
Those other 80,000 odd sharescene members (the silent majority we keep hearing about???), are just hanging out for your next gem.
Soon as they see you post, wham they are off to their commsec account to hoover them up.
You have become a market maker. cool.gif
Mick



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sent from my Olivetti Typewriter.
 
nipper
post Posted: Aug 6 2020, 01:36 PM
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and has this been a surprise, or what? AR9 has had several up days of 20% or more, and made it to 37c today, for a brief time.

holding for more than 12 months, I sold them down during the rise; still got the SPP allocation @ 5.5c. Have plenty in hand, but am somewhat mystified why it would be UP some 6x in such a short period. There have not really been too many company transforming announcements to date.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 1 2020, 11:40 AM
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Surging. From 6c to 13c in a fortnight. Took up SPP and have x2 from 5.5c 🤗



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jun 30 2020, 01:47 PM
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Govt will increase spending on cyber security; there are some questions as to how this will flow to companies
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CEO of the Australian National University's Cyber Institute Professor Lesley Seebeck said her first reaction to the government's announcement was to be pleased about the substantial investment backing the policy. She said as the United States was withdrawing, Australia had to step up and take on more responsibility for its own security, and that of supporting regional security. However she said there needed to be much more actions taken in the government's broader cyber security strategy to make the investments effective.

"I am concerned that the focus of cyber remains within the defence and national security apparatus, though it is understandable in the context of this announcement, which is about defence. That may be the tip of the spear, but the power of the spear comes from the haft: we need more investment in the broader civilian apparatus and community," Professor Seebeck said. "There is a lot more to building programs than simple injections of money—it is not unlike software, where you need to make sure the configuration matches, and if the existing environment is able to support new ways of operating new technologies and new people."


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Michelle Price the CEO of government-funded cyber industry growth organisation AustCyber said it was timely and warranted for the government to significantly boost the focus and spending on cyber security for the country, in order to better protect the economy and community against increasingly sophisticated cyber risks. However she said she was also concerned about how this increased presence of experts in ASD would work alongside companies' own cyber teams.

"It is critically important that government partners with local industry on the delivery of the initiatives. This level of detail in the announcements is yet to surface and many in industry, large and small, are anxious to hear more," Ms Price said. "The forthcoming Cyber Security Strategy needs to recognise the value of industry creation and globally competitive cyber capabilities as complementary mechanisms to government's efforts to push back harder on malicious cyber activity."


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CEO of cyber security venture accelerator CyRise Scott Handsaker said that, while the funding was welcome on one level, it looked unlikely to be spent on much other than ASD's own capabilities. He said the government needed to think more broadly and that it was more important for ASD to develop a more mature engagement model with industry, and especially start-ups. He said start-ups in the cyber space were coming up with innovative ideas that were leaping ahead of the big enterprise companies that typically worked with government on cyber security.

"If ASD spend 10 years trying to solve their wicked problems internally or with the assistance of the big primes, we will fall behind ... We need to develop home grown cyber security solutions that protect our important assets and data, as sovereignty over the technology we use matters enormously," Mr Handsaker said. "We must continue to invest in local startups, local education and local technology ... and ASD must find new ways to bring this talent into its community, rather than shutting it out through prolonged process or procurement barriers."

- lots of hammers there, identifying their own nails



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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