Newmark Security Share Discussion Threads

[fft] 25/4/2024 12:42

Such a small business should not take nearly 5 months to produce final results ! Far larger businesses manage it in 3 months or less .Hopefully the year end TU is way less opaque than last year and actually had useful numbers in it !!

[hedgehog 100] 24/4/2024 12:34

The time clock is an essential component of effective HCM (Human Capital Management), and leaps forward in technology have kicked open the doors to a revolution in their capabilities ... dovetailing perfectly with a revolution in working practices.

This is the HCM wave crest that Newmark is surfing ... and you have to say with quite remarkable skill and foresight, giving them a market leadership position that would be very difficult to dislodge.

And with many small businesses still tracking employee hours manually, the market opportunity here is huge, to put it mildly.

The massive cost savings - both direct and indirect - that can be achieved by moving to advanced time clocks like Newmark's are simply too big to ignore.


A good example of what a quite wonderful growth sector this is - and globally - is Australian-based Workforce.com.

Workforce.com has grown from an Oz student start-up at QUT (Queensland University of Technology), barely a decade ago, to now serving over 10,000 workforces globally, on six continents:-


"Used by over 10,000 workforces around the world with an average ROI of 456% and up to 80% manager efficiency gain from shift scheduling activities."




"How It Got Started..

In 2012, the QUT student association was grappling with an operating loss of over one million dollars with a 100 page union wage agreement, paper timesheets and schedules and a payroll system from the 80's. It managed eighty hourly staff that ran six different campus businesses.

After going to market to purchase a workforce management solution they found not only were the options outdated, expensive with large upfront hardware and costs but most were built for white-collar industries and were not appropriate for the specific requirements of shift employees and management.

The founders of workforce.com, being students and nerds (they are still nerds), decided to build it for free.

Fine-Tuning Operations for Maximum Results

Our approach to workforce success brought about a two million dollar turnaround to the original association within a year, produced 10x the work with a third of the staff and a world record to boot. It’s since brought similar results to the thousands of businesses we’ve implemented, partnered, acquired, or seeded.

With a lack of options, most businesses are stuck using manual workarounds or old, disconnected systems that don’t keep up with modern demands. By making these operations easier, more predictable and efficient we can help keep the ship steady in winds of change whilst increasing the confidence and investment in growth.

The world is run by those who show up and clock in."

[smithie6] 21/4/2024 15:13

Hedgehog

when was the last time that anyone made a post on NWT apart from you posting never ending advertising junk copied from the company websites ?

Anyone else in 2024 ?

Do you think you are helping the NWT share price or perhaps you just scare away any potential investors ??

[smithie6] 21/4/2024 15:08

...time clocks...

..just soooo exciting....;-)

[hedgehog 100] 21/4/2024 14:16

This Newmark innovation is also fundamental to its partners' innovation.


E.g. Grosvenor Technology's WorkForce Software partner:-

"The Next Generation of Workforce Management for Employees of Every Generation

We help our customers create employee experiences that unlock new potential for innovation, resilience, and better performance."



As acknowledged in this glowing testimonial from WorkForce Software, copied from the GT Clocks website in February 2024:-

"Having the support of the GT Services team, working directly with our engineers that are building the software, has been great, it’s enabled us to really move things at a pace that we wouldn’t have been able to do ourselves."
Jon Olson
Director of Product Management, Workforce Software"


And from the website WorkSync, a brand of Grosvenor Technology's Attendance on Demand software partner:-

"Welcome to WorkSync
WorkSync grew out of Attendance on Demand, a leader in time and labor technology since 2006, and has built upon its legacy with a unique consultative approach to customer success. ...
Innovative
We are continually searching for new ways of doing things — both within our product and in how we serve our customers. We aim to be at the cutting edge of workforce technology. ..."


"Time Clocks

Power your workforce management solution with data collection devices designed to meet the demands of your work environment.

GT8: The Next-Generation Clock Solution

The GT8 offers state-of-the-art time clock technology with multiple convenient scan options for your employees.

• Provide employees with a range of scan options.
• Eliminate risk.
• Maintain productivity and ensure accuracy"

"GT10

The GT10 is a touchless time clock offering robust time and attendance capabilities and facial recognition technology.

Facial recognition removes the need for physical contact when punching in and out, minimizing the spread of illness and reducing employee absences. The GT10 also includes tools to help businesses comply with applicable data storage laws; employees can choose how they want their profiles stored. In addition, the clock enables workers to attest to daily shift or pay period activity and compliance. ..."



Note that WorkSync lists GT's GT8 & GT10 time clocks as the first two of the six it lists, and identifies them as the only two with facial recognition technology.

And from the website of WorkSync's owner Attendance on Demand:-

"Our Mission
We are dedicated to being the premier time and labor management engine in the human capital management industry. This means that we’re laser focused — on product innovation, providing solutions for our customers, and creating a rewarding and inspiring workplace for our employees."

[hedgehog 100] 21/4/2024 11:55

Newmark's creativity & innovation has created an 'embarrassment of riches' ... so here are just a few more snippets, that I haven't posted before ... starting with Grosvenor Technology's exceptional timeclock hardware as a USP & anchor:-


"Time to strike for Newmark Security 'with clock hardware as a key business driver'

Published: 08:12 28 Sep 2020 BST

... He explains how Newmark is differentiating itself from their peers, 'legacy providers of this equipment haven't dedicated the resource that Newmark have done, perhaps some of them don't see the clock hardware as a core business which has created an opportunity for Newmark' resulting in 'fantastic share gains' ..."




"Time clocks that deliver more

Whether it’s a simple ‘punch-in-punch-out’ unit or a feature-rich touchscreen device that includes biometric options that’s needed, GT Clocks has the solution.

Our terminals are robust and resilient, designed to work in even the most demanding environments. And with data security at the core of every device, you can feel confident that compliance is never an issue.

The enhanced reporting and analytics capabilities of our HCM devices can optimize growth and productivity."




"Safe, smart and secure

Driven by industry experience and customer-centric approach, we collaborate closely with our clients to understand their need to deliver solutions they want, when they need them.  This is underpinned by living the core values of designed in reliability, collaboration, integrity, quality and ethical business to ensure consistently exceptional results.  Moreover, our innovative ideas continue to drive adaptable solutions that cater to the dynamic demands of our ever-evolving world and that has been at the heart of a strategy that has kept us at the forefront of technological advancement throughout the past three decades.

Colin Leatherbarrow
Managing Director
Grosvenor Technology"




"Unwavering commitment to innovation and product testing

Our track record of success stems from our unwavering commitment to innovation and product testing, allowing us to tailor our offerings to precisely meet the unique requirements of our clients.  Whether it's a vandal-resistant transfer unit or a comprehensive solution that provides both ballistic and blast resistance, our team possesses the invaluable experience and expertise to guide our clients towards selecting the appropriate security rating for their needs.

Nick Shannon
Managing Director
Safetell Ltd"

[hedgehog 100] 21/4/2024 10:47

"United Nations

World Creativity and Innovation Day
21 April

Creativity and innovation in problem-solving

There may be no universal understanding of creativity. The concept is open to interpretation from artistic expression to problem-solving in the context of economic, social and sustainable development. Therefore, the United Nations designated 21 April as World Creativity and Innovation Day to raise the awareness of the role of creativity and innovation in all aspects of human development. ...

New momentum for the SDGs

On World Creativity and Innovation Day, the world is invited to embrace the idea that innovation is essential for harnessing the economic potential of nations. Innovation, creativity and mass entrepreneurship can provide new momentum towards achieving the Sustainable Development Goals (SDGs). It can harness economic growth and job creation, while expanding opportunities for everyone, including women and youth. It can provide solutions to some of the most pressing problems such as poverty eradication and the elimination of hunger. Human creativity and innovation, at both the individual and group levels, have become the true wealth of nations in the twenty-first century. ...

Growth through green innovation

Achieving the 2030 Agenda for Sustainable Development and the 17 SDGs - the most ambitious development agenda in human history – requires both creativity and innovation. Green technologies – those used to produce goods and services with smaller carbon footprints – are growing and providing increasing economic opportunities but many developing countries could miss them without decisive action. Through its Technology and Innovation Report 2023, UNCTAD calls on governments to align environmental, science, technology, innovation and industrial policies."




Today, i.e. World Creativity and Innovation Day 2024, is a day just made for Newmark Security - "The Innovators of Security":-

"The Innovators of Security

For over 25 years, Newmark has empowered organisations to create secure environments for their people.

We design and manufacture physical security products, intelligent access control, timekeeping, and identity management solutions delivered seamlessly through the cloud.

Listed on AIM, we consistently invest in innovation to ensure our technology meets the evolving needs of our blue-chip customers. Operating out of the UK and US, our subsidiaries Safetell and Grosvenor Technology are strategically positioned to capitalise on the rising global demand for security and data protection.

Safe. Seamless. Secure. It’s the Newmark way."




Creativity & innovation are in Newmark's DNA: and as a 'rolling' process, as they are never 'satisfied':-

"Our Strategy

Newmark Security is dedicated to addressing the major challenges facing corporations in today’s global security landscape through partnership and innovation. We dedicate significant resources to our R&D to continually stay ahead of the curve and provide the highest level of secure technologies.

As specialists in biometric technology, cloud services, and mobile authentication, we ensure it is our products that are at the forefront of the security industry. ...

Our development team are never ‘done’ ...

We offer a wide range of revolutionary products and services ..."




"Founded to innovate, inspired to revolutionise

Continually delivering expertise"

"What Grosvenor stands for

Our vision is to empower organisations worldwide to unlock the full potential of their workforce. We anticipate a world where everyone feels safe, protected and inspired to excel professionally. Through our innovative solutions, we create an environment where people thrive, organisations prosper, and the boundaries of achievement are constantly pushed."




"Experience Meets Innovation

For nearly 50 years, GT Clocks has been providing Human Capital Management (HCM) solutions. Our success has relied on our continuous innovation, which is driven by our extensive industry experience. GT Clocks is committed to delivering quality solutions and services to our clients."




"30 Years of expertise and innovation in physical security.

The quality and intelligence your project demands."




"What do we value at Safetell?
Integrity
Quality
Teamwork
Innovation ..."

[arthur_lame_stocks] 18/4/2024 13:14

Wheelchair slalom anyone? Wizard idea.

[hedgehog 100] 18/4/2024 12:55

"Visitors with Disabilities
To find out more about facilities for visitors with disabilities at Stonehenge why not take a look at the English Heritage website where they have a short film showing the experiences of a number of groups of visitors with disabilities to the recently opened visitor centre and the National Trust Stonehenge Landscape."


"DISABLED VISITORS
We worked with disabled access groups when we designed the visitor experience at Stonehenge to ensure that it met the needs of those with access requirements. In 2019, UK Age Mobility voted Stonehenge the most accessible heritage site in the UK based on ratings from TripAdvisor."



Well done to Safetell for helping to make Stonehenge such a disabled-friendly destination, despite the challenge of receiving over one million visitors per year.

[hedgehog 100] 14/4/2024 15:11

If the future belongs to ecosystems, then Newmark's prospects must be married to a very powerful momentum:-


From the inside front cover of Newmark's 2023 annual report & accounts, September 2023:-

"Our mission is to protect human capital in safe spaces by creating trusted ecosystems in the workplace using best-in-class security products enabled by SaaS based cloud control and enterprise-class services.

With our 2025 strategy firmly in focus, we continue to take bold steps to achieving our goals, demonstrating resilience to global impacts, a long-term sustainable business model and a strong will to win.

Marie-Claire Dwek, CEO"






26/09/2023 07:00 UK Regulatory Newmark Security PLC Final Results LSE:NWT Newmark Security Plc

" ... Last year's innovation efforts, in particular the development and adaptation of products and services aimed at generating increasing and new recurring revenues, has produced extremely positive results.

Specifically, the launch of GT Connect has enabled us to begin to realise our vision to create larger trusted ecosystems in the workplace that more broadly connect security device hardware with our secure cloud services, including Bring Your Own Device (BYOD) tablets and third-party products that greatly extend the reach of our solutions.

This key software enhancement enables us to push forward with our strategy, executing with a collective focus to attach services to all our products and this is yielding a dramatic increase in the recurring proportion of our revenues, creating a critical foundation and with much further growth to come. ..."




"GTConnect

De-Risk with Unified Control

GTConnect utilizes the cloud to provide an ecosystem that simplifies your data and device management and ensures compliance with data and privacy regulations. GTConnect provides a reassuring element to your workforce management process."




From Newmark's latest Investor Meet Company presentation video, 26th. September 2023, slide at 22:00:-

"Connecting the ecosystem

Best-in-class cloud platform & extended warranty"

"Cloud platform connects devices and HCM software, creating an integrated network"

"Trusted ecosystem now includes tablets and is expanding to third party devices, greatly increasing the potential of our remote service subscription model"




28/02/2023 07:00 UK Regulatory Newmark Security PLC AGM Statement LSE:NWT Newmark Security Plc

"... At the AGM, Maurice Dwek, Newmark Chairman, will make the following statement:

"The Board is pleased with the Group's return to profitability in the year to date. The Company entered FY23 with a strong sales pipeline driven by high-margin recurring income in the human capital management business.

"As we focus on the optimum product solutions to meet today's market demand, we are expanding our offering globally. We will continue select investments in product development and new workplace ecosystems to remain ahead of the market, increase the share of existing clients' wallets and tap into new markets where we see commercial opportunities.

"We are pleased with our business development in the UK market, where we have gained blue-chip clients and kept expanding our client base. With a strong balance sheet, adequate finance and an efficient organisational structure, we are well placed to continue growing, returning shareholder value". ..."




From January 2024:-

"Security trends to watch in 2024

... IoT integration

The Internet of Things (IoT) has transformed access control, introducing intelligence and adaptability. In 2024, connected devices will continue to gain popularity, contributing to dynamic access management systems that stay one step ahead of security challenges.

IoT integration in access control extends beyond traditional vital cards and PIN codes. Smart devices, such as biometric scanners and mobile access applications, communicate with access control systems to provide secure and convenient entry. This interconnected ecosystem enhances security and user experience, creating a more seamless and flexible access control environment. ..."

[hedgehog 100] 14/4/2024 13:02

"Building a Technology Ecosystem: What You Need to Know
... You’re looking for tools that interact seamlessly — that know how to communicate. ..."

"Apple ecosystem
... Privacy is also considered a major perk of the ecosystem, as Apple markets its products with high standards of privacy, sometimes using it as a selling point over competitors. ..."



So two key desideratum of a tech ecosystem are seamlessness & data privacy-security.

And these two traits are at the core of Newmark's products-services ethos, as set out right at the top of the company's home page:-

"Safe, Seamless, Secure.
 
Helping organisations protect human capital in safe work spaces, with secure cloud control of access, timekeeping, and identity data."



And from Newmark's 2023 final results presentation, Sept. 2023:-

Safe spaces, Seamless operations, Secure data.

[hedgehog 100] 14/4/2024 10:37

"The Future Belongs To Ecosystems

Forbes Technology Council
Jeff Gallino Forbes Councils Member
Forbes Technology Council COUNCIL POST| Membership (Fee-Based)

Jul 23, 2021, 09:10am EDT

CTO and Founder at CallMiner. Responsible for strategic direction across business development, research and artificial intelligence.

In our digitally disrupted world, driving success requires more than developing a strong solution alone. It’s not only what your product can do, but also who you partner or integrate with. After all, having agile, responsive and open technology is crucial to gaining and keeping a strategic advantage.

The walled garden of monolithic, enterprise offerings is simply too siloed in this environment of broad choices. The future of business belongs to ecosystems.

Open solutions, capable of interacting and interoperating with multiple vendors and third parties, allow for the creation of new ecosystems. I consider an ecosystem an interacting network of providers, suppliers, distributors and competitors that understand the value of and are committed to interoperability. When an ecosystem thrives, it’s because its shareholders streamline the flow of data, services, ideas or capital.

This enables organizations to select the product or solution that works best for their unique needs, without worrying whether it will negatively impact other technology investments. When products or solutions work seamlessly together in a technology stack, it enables organizations to be more innovative and successful.

When most people think of technology ecosystems today, companies like Google and Amazon come to mind. They’re establishing what I call a DIY ecosystem — they supply the components and frameworks, and others (like Solution Integrators) put it together for enterprises or enterprises do it themselves.

But ecosystems are more than DIY. We’re also seeing emerging technology ecosystems that encompass complementary and even competing solutions, all working together to make it easier for organizations to use and benefit from a diverse tech stack.

Technology ecosystems make the following scenarios possible:

• Creates Stickier Solutions: It all comes down to choice, and people want it their way. By interoperating with a range of competing and non-competing technologies, you create new opportunities for wider target buyers who are interested in purchasing just a slice of the workflow at the enterprise level. Open solutions allow this a-la-carte approach, so customers of all sizes can benefit from a particular product without leaving their current ecosystem.

• Lowers The Barrier For Entry: The power of open source levels the playing field for companies both big and small. It offers a neutral environment that fuels and allows companies to innovate and evolve.

• Coopetition Opens The Door To New Markets: Open solutions enable companies to partner in areas where they would otherwise never be able to play. This allows solutions to expand to new customer bases and new markets, fitting your offering for a new purpose.

Today’s consumers are looking for the solutions that can help them grow, improve and meet business goals and evolving industry dynamics. For example, M&A activity isn’t slowing down, and companies that are open and can easily integrate with other solutions are going to gain a competitive advantage. That’s because end-user organizations don’t want to completely reinvent their systems when one solution they’re using gets acquired. Successful solution providers are willing to integrate and co-mingle their offerings with others to deliver this value.

My company recently introduced the Open Voice Transcription Standard (OVTS), which allows organizations to use their preferred or existing speech recognition vendor within our platform. For example, South Africa has 11 official languages. Organizations in that region — or those expanding there — can easily ingest any language that is relevant to their customers by leveraging local, language-specific vendors. It doesn’t matter to us where that data comes from, just that it’s in the right format. This interoperability isn’t just for our benefit — it’s about helping organizations embrace the power of open enterprise applications.

Another example is the Session Recording Protocol (SIPREC), which is an open SIP-based protocol for call recording. The standard allows copies of phone calls from connected SBCs to be routed to organizations for recording or analytics. Similarly, HTML 5 is a standard that is embraced by browser makers so that third parties can extend the functionality of browsers within a standard so that all browsers can be supported for an application.

These type of standards and protocols are the backbone of today’s emerging and expanding ecosystems.

Successful business ecosystems benefit everyone involved. By expanding products, services and capabilities through cooperation and collaboration, enterprises create solutions based on true customer needs, rather than system availability. Additionally, ecosystems allow organizations to broaden their reach into different markets.

I believe that the future of enterprise technology is rooted in ecosystems. Long gone are the days when vendors could operate in silos. My hope is that more companies will lean into openness — it doesn’t just deliver better solutions for customers; it also opens up previously untapped opportunities for them."

[hedgehog 100] 13/4/2024 14:57

From the HubSpot.com website:-

"Building a Technology Ecosystem: What You Need to Know

Learn More About HubSpot Operations Hub Software

Luna Campos Published: October 31, 2023

Your technology ecosystem is an indispensable part of daily business operations. You already know that no single app or platform can comprehensively address all organizational needs. That’s where the technology ecosystem comes into play. Think of your technology ecosystem as the fundamental infrastructure of your business operations because it serves as the cornerstone upon which all activities rely. ...

What is a technology ecosystem?

The term “technology ecosystem” can mean multiple things. If you Google it, you’ll probably come across a variety of definitions. The term can describe the tech scene in a physical location, like London or San Francisco. Or, in the context of this article, a technology ecosystem is the collection of tech solutions a company uses to run its business, and how these solutions connect with each other. This is the definition we’ll be working with here.

The reason we call it an ecosystem — as opposed to just “collection of apps” or “app stack,” for example — is because the term “ecosystemR21; describes not only what tools you’re using, but also how they interact with one another. The term “ecosystemR21; was first used in the field of ecology to describe a community of living organisms, factors, and elements — such as plants, animals, soil, climate, etc. — and how every one of these elements are linked together.

That same principle can be applied to your technology ecosystem: The key is to figure out how all the elements in it work together. The most successful technology ecosystems are integrated in real time, enabling you to build more functionalities onto your core tools and expand its uses. You’re looking for tools that interact seamlessly — that know how to communicate. Ultimately, that communication translates to effective collaboration between different departments in your organization.

For example, let’s say you run an online pet supplies store. You sell things like pet food, treats, toys, beds, accessories, cat litter, dog harnesses, etc. You likely need an ecommerce tool to run your business, as well as a payment gateway to process customer payments, an accounting tool to keep track of your business finances, an email marketing app to send out newsletters, a CRM tool as a database for your customer data … and the list goes on. These tools are all part of your company’s technology ecosystem. ...

Your business needs are what matter most.

The best apps and integration for you won’t necessarily be the most popular, expensive, or comprehensive ones. Make sure to adjust your tech ecosystem until it fits you just right, and it will help you exceed your goals and boost your performance. With the right apps for you and the right integrations between them, you’ll be in the best position to run your business as smoothly as possible."

[hedgehog 100] 13/4/2024 11:46

"Why Warren Buffett invested in Apple - and it’s still paying off

Published 3 November 2023

Tom Stevenson
Fidelity International

... Three years ago, in an interview with Yahoo, Buffett said of Apple: “I just think of the utility of those products to an ecosystem that is demographically terrific and finds that instrument useful dozens and dozens of times a day. It’s almost indispensable, not only to individuals, business, I mean, everything.” ..."




"Apple ecosystem"

"From Wikipedia, the free encyclopedia

The Apple ecosystem is a term used to describe Apple Inc.'s digital ecosystem of products, including the iPhone, iPad, Apple Watch, HomePod etc.[1] It is often praised for its seamless integration and optimization between various networks of devices, software and services,[2] and is largely emphasized by Apple's focus on privacy,[3][4] but criticized for its closed system and lack of consumer control.[5][6]

Apple products often unlock extra features when paired with other Apple products, as opposed to alternatives.[7] Privacy is also considered a major perk of the ecosystem, as Apple markets its products with high standards of privacy, sometimes using it as a selling point over competitors.[8][9][10][11]

"Walled garden"

See also: Closed platform

Apple's ecosystem is often described as a walled garden.[12][13] While peripherals such as AirPods, HomePods and AirTags integrate complementarily into the ecosystem, with products such as the iPhone, it does not function as well or with as many features with competitive devices such as Android smartphones.[7] Also, it is not easy to switch from the ecosystem once users have immersed themselves into it, as it is designed to keep users from leaving.[5][6]"




So Warren Buffett was attracted by Apple's digital-technological 'ecosystem' ... and has been rewarded handsomely for his insight.

Which suggests that such 'ecosystems' can be a very good business model for investors to look out for.



(N.B. This type of technology products-services ecosystem is distinct from a technology business-investment ecosystem - the latter being e.g. a network of organisations and individuals involved in funding development-stage tech companies.)

[hedgehog 100] 09/4/2024 13:52

"Unicorn Day
April 9, 2024

Unicorn Day gallops into our lives on April 9th, sprinkling a dash of magic and whimsy wherever it goes. Whether you’re young or young at heart, this enchanting day celebrates one of the most beloved mythical creatures – the unicorn! Mark your calendars and get ready to embrace the magic.

Unicorns have captivated imaginations for centuries, symbolising purity, grace, and wonder. Unicorn Day is a time to unleash your inner child and revel in the joy and fantasy these mystical beings bring. From rainbow hues to shimmering horns, unicorns inspire creativity and spark the imagination. ..."




From the Beauhurst.com website:-

"UK Unicorn Companies

JOHN MCCREA, LAST UPDATED: 14 MARCH 2024

... Unicorn startups are private companies with a valuation of at least $1b (currently about £780m).

... unicorn companies are no longer so rare. Revisiting the topic in 2023, Lee noted that there are now 532 unicorns in the United States, up from just 39 in 2013. ...

There are currently 43 active unicorns headquartered in the UK, whilst a further eight have exited the private market since achieving unicorn status.

UK startups are reaching unicorn status at a faster rate than ever before, largely driven by the maturing venture capital industry. Early access to large amounts of funding, plus mentoring and business networks, allow a startup company to accelerate their growth, demonstrate its potential, and reach colossal valuations at a very young age. Despite the COVID-19 pandemic, and the initial decline in investment activity that came with it, a total of seven companies joined the UK unicorn club in 2020, and 25 companies in 2021 alone—the largest concentration of companies joining the herd to date. ..."


"Top 100 Next Unicorns 2024 by Viva Technology

... Tamara Djurikovic
12 March 2024

Viva Technology released its 2024 "Top 100 Next Unicorns" list, an annual compilation of the 100 most promising scaleups in Europe with the potential to reach a valuation of at least $1 billion in the near future.

... On the Top 100 Next Unicorn list, François Bitouzet, Managing Director of Viva Technology commented:

"Once again this year, the Top 100 Next Unicorns list illustrates the structural development of the European technology ecosystem, with a remarkable dynamic in key sectors such as SaaS, but also AI, which has made a sensational entry into the ranking. These two buoyant sectors, where investment has been on the rise, are not only enabling Europe to hold its own against the United States and Asia, but also to distinguish itself through a unique approach, promoting a model of innovation that is both sustainable from a business point of view and sustainable from a human and environmental point of view." ..."




On Unicorn Day 2024, I would note that Grosvenor Technology looks 'hot to trot' for a spin-out floatation in North America - which would have a real point to it ...

[hedgehog 100] 07/4/2024 15:27

"Super Micro Computer stock shot up 25% after snagging a coveted S&P 500 slot

The 31-year-old company has also benefitted from the AI boom that gave Nvidia its own shot in the arm

By William Gavin
Updated March 4, 2024

Super Micro Computer’s stock soared above the clouds after the S&P Dow Jones indices awarded it a coveted spot in the S&P 500.

After the news broke early on Monday, the 31-year-old server and computer infrastructure company hit a record rally, with shares popping more than 25% in trading, adding over $220 per share. Super Micro — which trades as SMCI on the Nasdaq — currently has a market capitalization of roughly $63 billion. The median market cap for S&P 500 companies is $33.7 billion.

The stock gave up some of those gains late in the day and closed up 18.6%.

Since the year began, the San Jose, California-based company has watched its stock practically erupt, fueled by the industrywide AI boom. In just over two months — or 64 days, to be precise — Super Micro’s stock has gained $842 per share, or a 295% increase.

Over the past 12 months, Super Micro stock has skyrocketed 1,047%.

Super Micro’s gains are reminiscent of its frequent collaborator, Nvidia, which recently benefitted from its own AI-powered stock surge.

On Friday, the chipmaker again surpassed a $2 trillion market cap, pushing past Saudi Arabia’s Aramco to be the world’s third most valuable company. Santa Clara, California-based Nvidia became the first in its industry to reach that $2 trillion evaluation last month, riding the AI wave to surpass Amazon and Google’s parent company, Alphabet, by market cap.

Super Micro will replace Whirlpool, a home appliances company, on March 18. Deckers Outdoor, the company behind Koolaburra and UGG, will also make its S&P 500 debut on March 18, replacing Zions Bancorporation.

Whirlpool stock was relatively stagnant in Monday trading, while Zions Bancorporation stock climbed 2%. Deckers Outdoor shares grew 3% to $931 per share, hitting a market cap just below $24 billion."




Super Micro Computer (NASDAQ:SMCI):-

[hedgehog 100] 07/4/2024 13:50

From Hargreaves Lansdown "Investment Times", Issue 157 - winter 2023-2024:-

"The mega-trends driving 2024 and beyond"

"Artificial Intelligence (AI)

AI will drive efficiencies at previously unimagined rates. Anyone who is doubtful should take at look at Nvidia.

Nvidia makes the chips that AI applications run on. In its third quarter earnings release, Nvidia reported revenues of $18bn, an increase of around $12bn against the same three months of the previous year. Analysts are forecasting that in just two years, Nvidia's annual revenues will have grown by over $60bn - of course, there are no guarantees though.

If that much is being spent on the components that enable the technology to be deployed into real world uses, it's fair to assume that a lot of change is intended to happen.

There will be some big winners - processor designers, hardware producers, and datacentre operators, for example. But it's the potential for companies to up their returns by deploying the technology to cut through bottlenecks and lift service standards that's most exciting.

Whole new product categories are also emerging.

Microsoft's Copilot costs $30 per month but reportedly can boost productivity by far, far more. We could potentially see hundreds of millions of workers using copilots in the future. That could add up to a lot of gross domestic product (GDP) and a lot of revenue for Microsoft too. We have positions in Microsoft and Nvidia in the HL Select portfolios. We think these businesses are some of the core beneficiaries of the early stages of the surge in AI development."


That H.L. article identified just three mega-trends, with net zero being the first, and artificial intelligence (AI) the second. [The third was and more technology on the road.]

And NWT looks like a fantastic plays on BOTH of those first two mega-trends: with both decarbonisation & artificial intelligence fuelling improved efficiencies for both Newmark's businesses and its customers, fuelling business development, and fuelling investor interest.

So you would be a 'fuel' not to invest!

[hedgehog 100] 06/4/2024 08:37

The UK tax year ended yesterday, and there was even more incentive than usual to lock in some taxable gains before it did: as the annual CGT allowance was reducing from £6K., to just £3K.:


The irony of such selling is that it can lead people to sell some of their best shares, especially in a bad market as at present, where many penny shares have been very poor performers.

And it looks like some of this may well have happened this week with NWT, closing for the weekend yesterday at 80p.

But on the plus side, a new tax year means a new annual ISA subscription allowance, and this can often lead to swift buying of attractive shares. Sometimes from the same people who have just sold.

And yesterday it was possible to buy NWT for slightly less than NWT's CFO did in February; which indeed someone did yesterday, with the only trade of the day:-

Date Time Trade Prc Volume Buy/Sell Bid Ask Value
05-Apr-24 10:13:34 82.00 5,000 Buy* 75.00 85.00 4,100 O

20/02/2024 16:11 RNS Regulatory News Newmark Security PLC Director dealing LSE:NWT Newmark Security Plc
"Newmark Security plc (AIM: NWT), a leading provider of electronic and physical security systems, has been notified by Paul Campbell-White, Chief Financial Officer, that earlier today he bought 12,000 ordinary shares of 5 pence each in the Company ("Ordinary Shares") at an average price of 82.9p per Ordinary Share. As a result of this purchase, he now has an interest in 12,000 Ordinary Shares, representing 0.13% of the Company's total issued share capital. ..."