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NWT Newmark Security Plc

85.00
0.00 (0.00%)
26 Apr 2024 - Closed
Delayed by 15 minutes
Newmark Security Investors - NWT

Newmark Security Investors - NWT

Share Name Share Symbol Market Stock Type
Newmark Security Plc NWT London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 85.00 08:00:00
Open Price Low Price High Price Close Price Previous Close
85.00 85.00 85.00 85.00 85.00
more quote information »
Industry Sector
SUPPORT SERVICES

Top Investor Posts

Top Posts
Posted at 06/3/2024 10:02 by hedgehog 100
Well done to Dab for that nice, juicy comparison, which is certainly something to get your teeth into:-

"Apple’s Services Push Pays Off

R. Scott Raynovich
Contributor
R. Scott Raynovich is the Founder and Chief Analyst at Futuriom.com

Jan 28, 2021, 12:25pm EST

Apple, the largest tech company in the world, just released results for its first fiscal quarter of 2021, ending on December 26, 2020. The company posted net income of $29 billion on an all-time record revenue of $111.4 billion. That amounts quarterly earnings per diluted share of $1.68, up 35 percent year over year. (y/y).

Not bad, for a phone company. But what's more interesting from an investor standpoint is that services revenue came in at $16 billion, also a record high and up 24 percent from the $12.7 billion in the same period last year. This is a higher growth rate than the company’s overall y/y revenue increase of 21%. This shows that Apple's tenacious, multi-year push into cloud services has been paying dividends, which has been exciting investors.

iPhones are nice — but the holy grail these days is cloud services, an area in which Apple has been frustrated in the past with less-than-stellar returns in projects such as iTunes. Apple has re-tooled its approach to cloud services and the strategy appears to be working.

Investors care about Apple's services growth because it means the company is becoming more diversified into services in Wall Street's view, allowing it to trade at a higher multiple of profits and sales. Services and software companies generally have higher valuation multiples than hardware companies. In the business, they call this a "re-rating."

Product Integration Drives Growth

The truth is, Apple has always been a software company disguised as a hardware company. Its well-designed software is what draws billions of consumers to its products. And Apple’s tight vertical integration of its software and hardware products is what makes it unique. The theme of integration is now moving into services.

Investors are hoping for even more of a re-rating, and a higher valuation, if Apple can show it is penetrating into the lucrative market for cloud services. That means recurring monthly revenue — currently the apple of investors’ eyes (pun intended). The record revenue in the services division shows that Apple's investment in consumer cloud services including media, apps, and storage has been working. ..."
Posted at 26/2/2024 17:57 by smithie6
Here is an example of the wild ramping marketing from the company

"Get ready for GT Clocks’ game-changing move to its brand-new Florida headquarters! "

They have moved offices.

Big f'ing deal !
So what ! Who cares !
Does moving office increase the turnover ?
Of course not !

Does moving office affect profit ?
Yes, it reduces it !
Moving trucks & staff cost money. New wiring to the new desks all costs labour & materials.
Bigger offices cost more each month.

-----

Hedgehog, I think you are the only poster that takes marketing blurb from a company's product website & posts it as supposed info for possible investors.

Every company produces marketing to try to attract clients by using text to say they have leading products (when it is not true).....investors are not supposed to believe it !!

----
..revolutionising 'human capital management'
...give me a break !
Posted at 23/2/2024 15:49 by hedgehog 100
Interesting to see that the 21.2.24 Proactive Investors article on NWT was previously used (largely the same) by PI on the This is Money site, two days previously.

Thanks again to Dab808 on LSE, for flagging this up today:-

"SMALL CAP IDEA: Newmark's Safetell secures strategy success

By IAN LYALL AT PROACTIVE INVESTORS FOR THISISMONEY.CO.UK
UPDATED: 13:46, 19 February 2024

'As higher gross margins and operational gearing come through, we would anticipate a rapid growth in profits,' Allenby said in a 14-page research note. ... "




Note that "This is Money is part of the Daily Mail, Mail on Sunday & Metro media group".


Also note that the NWT article on PI two days ago (i.e. "Newmark Security is reset and primed for rapid growth") was classified as a "Feature" for the first time: most of the previous NWT articles on PI have been classified as "News"; and the title of the latest article is the most bullish yet.

Though it does have the same 'no investment advice' disclaimer.

I can't see such a disclaimer for the This is Money NWT article though, and indeed that wouldn't really be consistent with its 'small cap idea' label.

So as such, I think that this qualifies as a 'press tip', albeit not one with the size of readership and influence as the IC etc.
Posted at 08/2/2024 12:33 by hedgehog 100
Paycor's excellent Q2 results surpassed estimates by quite some margin, which is great news for NWT:-

"Paycor HCM, Inc. (PYCR) Q2 Earnings and Revenues Surpass Estimates

Zacks Equity Research
Wed, February 7, 2024 at 10:45 PM GMT

Paycor HCM, Inc. (PYCR) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of 22.22%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced earnings of $0.07, delivering a surprise of 75%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Paycor HCM, Inc. , which belongs to the Zacks Internet - Software industry, posted revenues of $159.54 million for the quarter ended December 2023, surpassing the Zacks Consensus Estimate by 2.61%. This compares to year-ago revenues of $132.86 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Paycor HCM, Inc. Shares have lost about 7.4% since the beginning of the year versus the S&P 500's gain of 3.9%.

What's Next for Paycor HCM, Inc.

While Paycor HCM, Inc. Has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. ..."
Posted at 16/1/2024 18:30 by hedgehog 100
Growing investor and consumer demand for environmentally beneficial products-services, like NWT's, have in fact been highlighted as two renewable energy trends for 2024:-

"What’s Next for Renewable Energy? Trend Predictions for 2024

As we head into 2024, the renewable energy sector is positioned at a critical and exciting juncture, characterized by emerging trends in renewable energy that bring both challenges and opportunities for innovation. Facing global issues such as climate change and dwindling natural resources, this sector emerges as a beacon of hope, offering viable solutions and showcasing a plethora of technological advancements and burgeoning investment opportunities. This blog post delves into the anticipated trends and transformative developments poised to shape the renewable energy landscape in 2024, reflecting a dynamic field that is rapidly evolving in response to the world’s pressing environmental and energy needs. ...

Renewable Energy Investment Trends

... 2. Expansion of Green Bonds and ESG Investments

The market for green bonds and Environmental, Social, and Governance (ESG) investments is anticipated to experience significant growth in 2024. This trend is indicative of a broader shift in the investment community towards sustainability and social responsibility. Investors are increasingly seeking opportunities that not only provide financial returns but also contribute positively to environmental and societal goals. This growing interest is likely to lead to more innovative financial products in the green bond and ESG sectors, offering diverse opportunities for investors to engage with and support sustainable initiatives worldwide. ...

Consumer Trends and Awareness

1. Growing Consumer Demand

In 2024, the rise in consumer awareness and demand for renewable energy will likely be more pronounced. Driven by heightened awareness of climate change impacts and a surge in sustainable living practices. This shift is leading to more informed purchasing decisions, where eco-friendly and renewable energy options are preferred. Social media and influencer campaigns are further amplifying this trend, spreading awareness and encouraging sustainable lifestyle choices. Consequently, consumer preferences will increasingly influence market dynamics, prompting companies to adopt greener practices and technologies, and urging governments to implement more supportive policies for renewable energy. ...

Conclusion

As we approach 2024, a landmark year for the renewable energy sector, we are witnessing emerging trends in the energy sector that are pivotal in shaping a more sustainable, energy-efficient, and environmentally conscious future. This pivotal moment marks a crucial shift towards embracing renewable energy as a core component of global energy strategies. It reflects a collective realization of the urgent need to address climate change and resource sustainability, encouraging innovative solutions and fostering a deeper commitment to preserving our planet for future generations.

BECIS is a sustainable energy solutions provider, partnering with experienced providers of Energy as a Service (EaaS) solutions. We offer a range of services, including solar energy, bioenergy, cooling, waste heat recovery, and energy analytics. Our tailored solutions help companies achieve their renewable energy goals, contributing to a cleaner and resilient energy system. Contact us today to learn more about our services."
Posted at 06/12/2023 09:17 by hedgehog 100
Some more material on the Security Investor Conference in New York next week:-


"BENEFITS OF ATTENDING

ACCESS The Companies Creating State-Of-The-Art Products And Services Tailored To The Markets Most Changing Needs

HEAR How Leading Providers Are Responding To The Current Political And Financial Environment

INTERACT With Public And Private Institutional Investors And Hear What Sophisticated Capital Providers Are Focused On Today

LEARN First-Hand Which Companies Immediately Impact Your Business Now And In The Future"


"CONFERENCE HIGHLIGHTS

Presentations: More Than 70 Public And Private Companies Will Present To An Audience Regularly Exceeding 500 Participants

Largest Security Investment Conference: With 500+ Attendees Expected

One-On One Meetings: Upon Request From Investors, Imperial Capital Can Arrange Private Meetings Between Management Teams And Investors

Featured Keynote: Featured Speaker Provides A Topical In-Depth Discussion Of The Latest Trends And Developments Within The Security Industry"





63 companies are currently listed as presenters for the conference, of which only 11 (including NWT) appear to be listed companies; and NWT looks to be the only London-listed company presenting.

The presentations will take place concurrently in five different rooms, and NWT have a 1.15 - 1.45p.m. slot on Thursday 14th. December.
Posted at 06/12/2023 08:42 by hedgehog 100
Thanks to Dab808 on LSE for flagging this up yesterday:-


"Security Investor Conference

Hear from our CEO, Marie-Claire Dwek on 13 – 14 December in New York.

Find out more"




"2023 SECURITY INVESTOR CONFERENCE

Imperial Capital is pleased to announce the 20th Annual Security Investor Conference (SIC) on December 13-14, 2023 at the InterContinental New York Barclay. SIC is consistently the security industry’s leading conference that brings together a select group of companies to present their positioning and strategic growth plans to an audience of key investors and business leaders. This premier industry gathering of 70 public & private companies and over 500 leading executives, institutional investors and private equity investors provides an opportunity to network with and learn from the leaders delivering the latest compelling security solutions across the Global Consumer, Enterprise and Government Markets."
Posted at 05/12/2023 15:14 by hedgehog 100
Interesting to see Dr. Benedikt Bessman singled out from other strategic investors and renowned business angels in this investment news piece a couple of years ago:-

"FinTech SideCaps closes € 1.8 million seed financing

August 19, 2021

High-Tech Gründerfonds (HTGF), Innovationsstarter Fonds Hamburg (IFH) as well as strategic investors and renowned business angels jointly invest in the digital platform for large-volume equity transactions of listed SMEs.

Hamburg, August 19th, 2021

... Under the leadership of the High-Tech Gründerfonds (HTGF), the Innovationsstarter Fonds Hamburg (IFH), the BörseGO AG, the small cap investor Dr. Benedikt Beßmann as well as other strategic investors and renowned business angels have invested. ..."




This suggests that he could be quite renowned and influential in German small cap tech investing circles, which bodes well for his attracting other German investors into NWT.

And the very fact that Dr. Bessman has chosen to invest abroad into NWT, despite having a vast number of domestic German companies to choose from, is quite a testimony to the exceptional quality & rarity of the NWT opportunity.
Posted at 03/11/2023 18:12 by hedgehog 100
"AAII Journal - January 1997

The Peter Lynch Approach to Investing in "Understandable" Stocks

By Maria Crawford Scott

No modern-day investment "sage" is better known than Peter Lynch. Not only has his investment approach successfully passed the real-world performance test, but he strongly believes that individual investors have a distinct advantage over Wall Street and large money managers when using his approach. Individual investors, he feels, have more flexibility in following this basic approach because they are unencumbered by bureaucratic rules and short-term performance concerns.

Mr. Lynch developed his investment philosophy at Fidelity Management and Research, and gained his considerable fame managing Fidelity’s Magellan Fund. The fund was among the highest-ranking stock funds throughout Mr. Lynch’s tenure, which began in 1977 at the fund’s launching, and ended in 1990, when Mr. Lynch retired.

Peter Lynch’s approach is strictly bottom-up, with selection from among companies with which the investor is familiar, and then through fundamental analysis that emphasizes a thorough understanding of the company, its prospects, its competitive environment, and whether the stock can be purchased at a reasonable price. His basic strategy is detailed in his best-selling book "One Up on Wall Street" [Penguin Books paperback, 1989], which provides individual investors with numerous guidelines for adapting and implementing his approach. His most recent book, "Beating the Street" [Fireside/Simon & Schuster paperback, 1994], amplifies the theme of his first book, providing examples of his approach to specific companies and industries in which he has invested. These are the primary sources for this article.

The Philosophy: Invest in What You Know

Lynch is a "story" investor. That is, each stock selection is based on a well-grounded expectation concerning the firm’s growth prospects. The expectations are derived from the company’s "story"--what it is that the company is going to do, or what it is that is going to happen, to bring about the desired results.

The more familiar you are with a company, and the better you understand its business and competitive environment, the better your chances of finding a good "story" that will actually come true. For this reason, Lynch is a strong advocate of investing in companies with which one is familiar, or whose products or services are relatively easy to understand. Thus, Lynch says he would rather invest in "pantyhose rather than communications satellites," and "motel chains rather than fiber optics."

Lynch does not believe in restricting investments to any one type of stock. His "story" approach, in fact, suggests the opposite, with investments in firms with various reasons for favorable expectations. In general, however, he tends to favor small, moderately fast-growing companies that can be bought at a reasonable price.

Selection Process

Lynch’s bottom-up approach means that prospective stocks must be picked one-by-one and then thoroughly investigated--there is no formula or screen that will produce a list of prospective "good stories." Instead, Lynch suggests that investors keep alert for possibilities based on their own experiences--for instance, within their own business or trade, or as consumers of products.

The next step is to familiarize yourself thoroughly with the company so that you can form reasonable expectations concerning the future. However, Lynch does not believe that investors can predict actual growth rates, and he is skeptical of analysts’ earnings estimates.

Instead, he suggests that you examine the company’s plans--how does it intend to increase its earnings, and how are those intentions actually being fulfilled? Lynch points out five ways in which a company can increase earnings: It can reduce costs; raise prices; expand into new markets; sell more in old markets; or revitalize, close, or sell a losing operation. The company’s plan to increase earnings and its ability to fulfill that plan are its "story," and the more familiar you are with the firm or industry, the better edge you have in evaluating the company’s plan, abilities, and any potential pitfalls.

... Summing It Up

Lynch offers a practical approach that can be adapted by many different types of investors, from those emphasizing fast growth to those who prefer more stable, dividend-producing investments. His strategy involves considerable hands-on research, but his books provide lots of practical advice on what to look for in an individual firm, and how to view the market as a whole.

Lynch sums up stock investing and his outlook best:

"Frequent follies notwithstanding, I continue to be optimistic about America, Americans, and investing in general. When you invest in stocks, you have to have a basic faith in human nature, in capitalism, in the country at large, and in future prosperity in general. So far, nothing’s been strong enough to shake me out of it."

The Peter Lynch Approach in Brief

Philosophy and style

Investment in companies in which there is a well-grounded expectation concerning the firm’s growth prospects and in which the stock can be bought at a reasonable price. A thorough understanding of the company and its competitive environment is the only "edge" investors have over other investors in finding reasonably valued stocks.

... Stock monitoring and when to sell

• Do not diversify simply to diversify, particularly if it means less familiarity with the firms. Invest in whatever number of firms is large enough to still allow you to fully research and understand each firm. Invest in several categories of stock for diversification.

• Review holdings every few months, rechecking the company "story" to see if anything has changed. Sell if the "story" has played out as expected or something in the story fails to unfold as expected or fundamentals deteriorate.

• Price drops usually should be viewed as an opportunity to buy more of a good prospect at cheaper prices.

• Consider "rotation"-selling played-out stocks with stocks with a similar story, but better prospects. Maintain a long-term commitment to the stock market and focus on relative fundamental values."
Posted at 14/9/2023 09:49 by hedgehog 100
13/09/2023 07:00 UK Regulatory (RNS & others) Newmark Security PLC Notice of Results and Investor Presentation LSE:NWT Newmark Security Plc

"Newmark Security plc (AIM: NWT), a leading provider of electronic and physical security systems, announces that the Company's final results for the year ended 30 April 2023 ("FY 2023") will be announced on 26 September 2023.

Marie-Claire Dwek (CEO) and Paul Campbell White (CFO) will provide a live presentation relating to the FY 2023 results via Investor Meet Company on 26 September 2023 at 4:00pm BST.

The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation.

Investors can sign up to Investor Meet Company for free and add to meet Newmark Security plc via:

hxxps://www.investormeetcompany.com/newmark-security-plc/register-investor

Investors who already follow Newmark on the Investor Meet Company platform will automatically be invited. ..."

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