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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Newmark Security Plc | NWT | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
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|---|---|---|---|---|
| 0.00 | 0.00% | 72.50 | 08:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 72.50 | 72.50 | 72.50 | 72.50 |
| Industry Sector |
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| SUPPORT SERVICES |
| Top Posts |
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Posted at 02/12/2024 17:46 by hedgehog 100 Note that NWT has previously spun-out one of its subsidiaries, in a double global first involving foreign markets.So a Grosvenor Technology spin-out from NWT, in a US floatation, not only makes perfect sense, but would follow an established NWT modus operandi. And a GT spin-out in America would likely be a key to an immediate and immense unlocking of its value. GT has both the size and growth prospects to command a quite generous tech-style rating, in America, which tends to be far more generous in its ratings than UK standards. It was indicated from NWT's first AGM of last year, in February, that this GT idea might be progressed. And Marie-Claire's NWT presentations to US investors, in New York, could well be an indicator that this idea is being seriously sounded out. |
Posted at 01/12/2024 15:34 by hedgehog 100 Also Fft, here's a reminder of some of what we know: about the outlook for NWT's FY ending 30.4.25, and for the rest of this decade:-Hedgehog 100 10 Sep '24 - 10:43 - 621 of 739 Edit 0 0 0 "Thanks to Dab808 on LSE for this fantastic post this morning:- ... we're approaching a £2m-2.5m profit for 2025..." Hedgehog 100 10 Oct '24 - 13:04 - 675 of 739 Edit 0 0 0 "Fft, Remember that NWT RNSed its five-year stretch targets to the market just a month ago (11th. September), as set out in my posts 624 & 625 above:- ... From the latest FY revenue of £22.3M., that would equate to £44.6M. of annual revenue. And from the latest FY EBITDA of £2.2M., that would equate to c. £11M. EBITDA. ... So £11M. EBITDA FY29 could easily equate to £10M. of pre-tax profit. ... And a target of a third of this revenue being recurring is also very positive. On annual revenue of c. £45M., this would equate to c. £15M. of recurring revenue. Moreover, the majority of this would likely be HCM ARR, which is growing like Topsy and is very high margin." Dividend payments should resume in due course, perhaps even with an interim dividend announced in January, which would send out very positive signals. And for NWT to treble from its current share price of 80p, to 240p, would still only be a market cap. of £22.5M., i.e. a historic revenue multiple of only c. one. Which looks very achievable within the next year or so, with the right news. What more do you need?! |
Posted at 28/10/2024 11:49 by hedgehog 100 16/08/2002 07:30 UK Regulatory (RNS & others) Acquisition LSE:NWT Newmark Security Plc"... Newmark, a specialist integrated security provider, is to acquire Grosvenor Technology Limited ('Grosvenor') for a maximum consideration of up to £6.787 million in cash. The initial consideration will be a maximum of £3.287 million with a maximum balance of £3.5 million being paid over the next 48 months subject to an earn out. ... In the financial year ended 31 October 2001 Grosvenor's pre-tax profit was £547,000, more than double the figure for the year 2000. Turnover in 2001 was £3.016 million compared with a 2000 figure of £2.820 million. Grosvenor currently has assets of approximately £2 million which includes £1.2 million in cash. Current trading remains strong with a growing world-wide market. ..." So NWT acquired Grosvenor Technology twenty two years ago, for £6.787M. (the full earn out balance was paid), at which time Grosvenor's annual turnover was c. £3M. And this was relatively near the bottom of a tech stocks bear market, after the tech stock bubble which peaked in early March 2000. Fast forward twenty two years, and Grosvenor's annual turnover has grown to £16.469M., i.e. c. five & a half times as much. Clearly a very impressive growth story, and one which seems to have accelerated more recently with the expansion into North America. And yet NWT's current market cap., £8.06M. at 86p, isn't that much more than just the consideration paid for GT all those year ago. Plus of course NWT has its Safetell subsidiary as well. Even applying just the same PSR (price-to-sales) ratio now to value Grosvenor as in 2002, i.e. 2.25 sales, gives a valuation of £37M. for Grosvenor. Though arguably a higher multiple should now be applied, because of Grosvenor's large revenues in America (with its higher ratings and greater growth prospects), strongly growing high margin SaaS revenues, long track record of success, far high revenues (giving more scope for economies of scale), and multiple strong growth drivers. As well as the fact that it's now publicly listed (as part of NWT), rather than being private, and the fact that larger companies often attract a higher stock market rating. And if Grosvenor were to be sold, or spun-out in an American floatation, you would certainly expect an immediate and immense outing of its value from the current lowly level. So there's no question that NWT's management have successfully created huge and growing value in Grosvenor for shareholders. The fact that this is not currently reflected in NWT's share price is different: and indeed is clearly a buy opportunity for anyone with basic business and investment understanding. 22 years sounds like a long time, but that's how long it can take to build up a great, international business. And it shows how hard it would be to replicate, i.e. the very strong barriers to entry here. Grosvenor's pre-tax profit margin at acquisition was c. 18%, and NWT has a bullish outlook for margins expansion and economies of scale for GT, which accounts for the large majority of NWT's revenues, and for margins expansion and growth at Safetell. So on NWT annual revenue of c. £50M., a c. £10M. p.a. NWT pre-tax profit looks very achievable: which is more than NWT's current market cap. |
Posted at 30/9/2024 15:47 by hedgehog 100 NWT 'STOCK-&-ROLL' ANAYLSIS: PART FOURFantastic final results from NWT earlier this month: showing just what a 'Marc' they are making, on the road to a state of 'T.Rextasy'! And so, as a supplement to reading tarot cards, some more 'stock-& roll' analysis here seems absolutely appropriate, following on from parts one - three:- Part One: The Human League Hedgehog 100 4 Oct '23 - 20:10 - 194 of 658 Edit 0 0 0 Part Two: The Doors Hedgehog 100 21 Jan '24 - 10:48 - 318 of 658 Edit 0 0 0 Part Three: Roxy Music Hedgehog 100 19 May '24 - 15:01 - 520 of 658 Well, today is the birthday of the late, great Marc Bolan, the legendary frontman of Tyrannosaurus/T. Rex:- And in view of Newmark's towering rise, ferociously successful expansion in North America, and sprinkling of stardust, it could perhaps be thought of as 'NewMARC Security'. T. Rex enjoyed a three year golden period of ten consecutive UK top four hits, after the band's transformation from Tyrannosaurus Rex. UK single; year; peak UK chart position:- 1. "Ride a White Swan" (1970, U.K. no. 2) - NWT's transformation from a proverbial 'ugly duckling'. 2. "Hot Love" (1971, U.K. no. 1) - Uber bullishness on NWT stock. 3. "Get It On" (1971, U.K. no. 1) - 'Filling your boots' with NWT shares. 4. "Jeepster" (1971, U.K. no. 2) - NWT's traversing of some rough market conditions recently. 5. "Telegram Sam" (1972, U.K. no. 1) - Marie-Claire messaging American investors. 6. "Metal Guru" (1972, U.K. no. 1) - Grosvenor Technology's IT hardware expertise. 7. "Children of the Revolution" (1972, U.K. no. 2) - GT Clocks revolutionising the HCM industry in America. 8. "Solid Gold Easy Action" (1972, U.K. no. 2) - Grosvenor Technology's expansion in America. 9. "20th Century Boy" (1973, U.K. no. 3) - NWT's 1997 AIM floatation. 10. "The Groover" (1973, U.K. no. 4) - Safetell's physical security installations. And similarly, NWT is a transformed business, and is enjoying a golden period during which it is likely to ten bag +. T. Rex - "Metal Guru" |
Posted at 25/7/2024 13:49 by hedgehog 100 The extract from my first ever post on NWT, that I copied here yesterday:-"Newmark Security - Discovered Gem" Hedgehog 100 21 Jan '22 - 18:01 - 5045 of 5265 Edit " ... NWT's R&D investment is a major bull point here. NWT market capitalisation at the current share price of 41p: £3.84M. Divided into NWT's year end 30.4.21 R&D spending of £0.731M. = PRR (price-to-research ratio) of 5.25. This highlights NWT's bullish growth prospects. From the legendary tech stocks guru Conor McCarthy: ..." So at NWT's current share price of 92.5p, it has risen by 125.6% during my period of NWT posting. In comparison:- The FTSE AIM All-Share Index (AXX), since the end of 21.1.22, has fallen by 31.89% (from 1,132.08 to 771.06):- (A fall which from 41p would equate to 27.925p.) FTSE AIM All Share Index (AXX):- This actually represents NWT outperformance of c. 231%. |
Posted at 24/7/2024 11:43 by hedgehog 100 " ... they're almost all utter hogwash."Only to the extent that they have left me 'awash with dosh', Arthur ... In fact, my first ever post on NWT, which was on the old NWT thread two and a half years ago, referenced that Conor McCarthy article ... when the NWT share price was under half of what it is at the moment:- "Newmark Security - Discovered Gem" Hedgehog 100 21 Jan '22 - 18:01 - 5045 of 5265 Edit " ... NWT's R&D investment is a major bull point here. NWT market capitalisation at the current share price of 41p: £3.84M. Divided into NWT's year end 30.4.21 R&D spending of £0.731M. = PRR (price-to-research ratio) of 5.25. This highlights NWT's bullish growth prospects. From the legendary tech stocks guru Conor McCarthy: ..." Conor McCarthy, founding editor of the Techinvest newsletter in 1984, is a bit of a hero of mine. The Techinvest performance record helps to explain why:- Techinvest Trader Portfolio 1 Starting capital (1.3.85): £20,000 Termination value (31.3.93): £462,874 Gain (8 years and 1 month): 2214% Techinvest Trader Portfolio 2 Starting capital (1.3.93): £50,000 Termination value (30.4.96): £276,691 Gain (40 months): 453.3% Techinvest Trader Portfolio 3 Starting capital (1.4.96): £50,000 Termination value (27.3.00): £570,402 Gain (4 years): 1040.8% Techinvest Trader Portfolio 4 Starting capital (1.1.00): £100,000 Termination value (1.12.20): £1,089,659 Gain (20 years): 989.7% And his ten point, one page article "Technology stocks - attractions and dangers", that I referenced yesterday, is a template for making money from tech stocks. In fact, it's well worth framing a copy and hanging it above your desk! And it strongly supports the investment case here. |
Posted at 06/6/2024 14:07 by hedgehog 100 Remember NWT's ambitious revenues growth vision:-"Introducing Newmark Hear from Marie-Claire Dwek, CEO of Newmark Security plc as she provides an overview of the business: Newmark Security plc" Some extracts:- "We are cash-generative; operating with high margins: 50% on hardware, and much more on software. ... We are seeing rapid growth within the HCM Division, and three quarters of the Group's revenue is in this area. ... Security has moved up the corporate agenda with employers highlighting duty to protect employees and visitors. The same can be said for data compliance; it's a key driver for growth in our business. Across the business world there is a large security and compliance vulnerability; and that is open between physical and digital worlds. Data legislation has strengthened around the world, and organisations need to make sure they are compliant, with sensitive data travelling between devices, buildings, and company systems. GDPR and its international equivalent is an issue for all organisations, with breaches and hacks becoming commonplace, and substantial penalties being issued here and in the US. ... Our vision is to build a business generating two - three times its current revenues in the next three - five years." And from NWT's Investor Meet Company presentation video, 8th. February 2023:- 23:56: " ... Our vision is to build a business that generates 2 - 3 times its current revenues in the next 3 - 5 years. ... now is a very exciting time for us. With considerable recent efforts and investments, we are very well-positioned to achieve this vision. We're confident because we have an enterprise recurring revenue model that's rapidly growing, we have class-leading products and services, and we have an enviable blue-chip client base with top tier partners ready to transition onto subscription. And we enjoy long term client relationships with seven to ten year life cycles. As the take-up of our subscription model accelerates, this brings much improved margins through blended subscriptions, and by positioning within the trusted walls of enterprise security, we are creating long term value that has plenty of scope to be leveraged in the future to build a strong growth record. ... " Note that annual revenue growth of c. 24.5% p.a. for five years, compounded, results in a trebling of annual revenue. Which, from NWT's annual revenue of £22M.+ for its year ended 30.4.24, could c. equate to the following full year annual revenue levels:- FY ending 30.4.25: £27.4M. FY ending 30.4.26: £34.1M. FY ending 30.4.27: £42.5M. FY ending 30.4.28: £52.9M. FY ending 30.4.29: £65.8M. So how is NWT measuring up against this? 1. Well, the decline of Safetell's traditional banking business, with mass high street bank closures, resulted in a dramatic multi-year decline in Safetell's revenues, and led the business to diversify into new areas. This revenue decline only really bottomed in its year ending 30.4.23. But since then, the turnaround has been impressive, with the company achieving H1 revenue growth of 24% in its year just ended (i.e. ending 30.4.24):- 25/01/2024 07:00 RNS Regulatory News Newmark Security PLC Half-year Report LSE:NWT Newmark Security Plc " ... Safetell's revenue increased by 24% to £2.7 million compared to the corresponding prior period. ..." 2. Grosvenor Technology's North American HCM revenue growth from 2017 - 2022 (£0.9M. to £8.7M.) was even better: a stunning compounded annual revenue growth rate of c. 57.4% p.a. The loss of its UKG business, which stopped contributing to revenues in Q3 FY23, and which Dab estimates was contributing c. £3.5M. of annual revenue, subsequently caused an exceptional blip in this growth. But new HCM contract wins have resulted in a strong resumption of this growth in the company's H2 just ended. Such that NWT's half-on-half revenue increase in its year ended 30.4.24, on an annualised compounded level, equates to annual revenue growth of over 25% p.a. 3. NWT's recent HCM ARR year-on-year increase of 28%, to £2.9M. for April 2024, is particularly exciting. 28% p.a. growth compounded equates to a more than doubling in three years. And at VERY high profit margins. So in conclusion, NWT has recently been achieving the sort of revenue growth that is associated with its vision. And with its current year apparently having started strongly, a healthy sales pipeline, and multiple regulatory and technological growth drivers creating strong tailwinds, there's every reason to be optimistic that this should continue. |
Posted at 19/5/2024 14:01 by hedgehog 100 NWT 'STOCK-&-ROLL' ANAYLSIS: PART THREESo a rockingly good full-year trading update this week from NWT, which was music to my ears: and in effect a 'siren call' to buy NWT shares. And so, as an alternative to reading tea leaves, some more 'stock-& roll' analysis here seems absolutely appropriate, following on from parts one & two:- Part One: The Human League Hedgehog 100 4 Oct '23 - 20:10 - 194 of 519 Edit 0 0 0 Part Two: The Doors Hedgehog 100 21 Jan '24 - 10:48 - 318 of 519 Edit 0 0 0 Well, my 'divining rod' is now pointing me in one particular direction, reflecting NWT's combination of 'style & substance':- And Roxy Music's fifth studio album "Siren" can very aptly help to illustrate NWT's investment credentials:- Track listing, Side one:- 1. "Love is the Drug" - Loving the buzz from NWT. 2. "End of the Line" - A NWT buy-out. 3. "Sentimental Fool" - Missing NWT after being bought out. 4. "Whirlwind" - Grosvenor Technology's ex Track listing, Side two:- 1. "She Sells" - Marie-Claire's marketing background. 2. "Could It Happen to Me?" - Hoping for a 100-bagger. 3. "Both Ends Burning" - NWT's TWO 'on fire' subsidiaries: Grosvenor Technology & Safetell. 4. "Nightingale" - NWT's sweetly poetic success. 5. "Just Another High" - NWT's remorseless rise. Even the album's cover art, which features model Jerry Hall in a mermaid-like look, seems fitting. As NWT has an increasingly MER-made aspect to it: i.e. greatly increased maintenance business, like former fifty-bagger Mears Group (MER) - a move that is going swimmingly well! Roxy Music - "Both Ends Burning" |
Posted at 04/2/2024 12:31 by hedgehog 100 16/08/2002 07:30 UK Regulatory (RNS & others) Acquisition LSE:NWT Newmark Security Plc"... Newmark, a specialist integrated security provider, is to acquire Grosvenor Technology Limited ('Grosvenor') for a maximum consideration of up to £6.787 million in cash. The initial consideration will be a maximum of £3.287 million with a maximum balance of £3.5 million being paid over the next 48 months subject to an earn out. ... In the financial year ended 31 October 2001 Grosvenor's pre-tax profit was £547,000, more than double the figure for the year 2000. Turnover in 2001 was £3.016 million compared with a 2000 figure of £2.820 million. Grosvenor currently has assets of approximately £2 million which includes £1.2 million in cash. Current trading remains strong with a growing world-wide market. ..." NWT acquired Grosvenor Technology nearly twenty two years ago, for £6.787M. (the full earn out balance was paid), at which time Grosvenor's annual turnover was c. £3M. Fast forward c. twenty two years, and Grosvenor's annual turnover has grown to £15.574M., i.e. over five times as much. Clearly a very impressive growth story, and one which seems to have accelerated more recently with the expansion into North America. And yet NWT's current market cap., £6.89M. at 73.5p, is only about the same as the consideration paid for GT all those year ago. Plus of course NWT has its Safetell subsidiary as well. Even applying just the same PSR (price-to-sales) ratio now to value Grosvenor as in 2002, i.e. 2.25 sales, gives a valuation of c. £35M. for Grosvenor. Though arguably a higher multiple should now be applied, because of Grosvenor's large revenues in America (with its higher ratings and greater growth prospects), strongly growing high margin SaaS revenues, long track record of success, far high revenues (giving more scope for economies of scale), and multiple strong growth drivers. As well as the fact that it's now publicly listed (as part of NWT), rather than being private, and the fact that larger companies often attract a higher stock market rating. And if Grosvenor were to be sold, or spun-out in an American floatation, you would certainly expect an immediate and immense outing of its value from the current lowly level. So there's no question that NWT's management have successfully created huge and growing value in Grosvenor for shareholders. The fact that this is not currently reflected in NWT's share price is different: and indeed is clearly a buy opportunity for anyone with basic business and investment understanding. 22 years sounds like a long time, but that's how long it can take to build up a great, international business. And it shows how hard it would be to replicate, i.e. the very strong barriers to entry here. Moreover, NWT's management also achieved great success with the Safetell banking business, for years, before that sector when into steep decline with mass high street bank closures. NWT actually achieved pre-tax profit of £2.52M. in its year ending 30.4.15, and its share price c. 8-bagged in c. 3 years, to the equivalent of c. 245p consolidation-adjust 10/08/2015 06:00 UK Regulatory (RNS & others) Newmark Security PLC Final Results LSE:NWT Newmark Security Plc " ... I am pleased to report another year of revenue growth in the year ended 30 April 2015. Group revenue for the year was GBP22,854k (2014: GBP19,171k), representing an increase of 19.2 per cent. Revenue in the electronic division increased by 4.7 per cent from GBP7,234k to GBP7,577k, whilst the asset protection division revenue increased by 28.0 per cent in the year from GBP11,937k to GBP15,277k. Profit from operations for the year was GBP2,268k (2014: GBP984k). Profit for the year before exceptional items was GBP2,268k (2014: GBP1,836K). The exceptional item last year was a development cost impairment of GBP852k. ..." Good things don't always last forever, but NWT 'made hay while the sun was shining', generating the profits to subsequently build up its HCM technology and business in the way that it has, and also providing an excellent share price opportunity for shareholders to lock in some great multibagger profits. I would draw an analogy here with Warren Buffett's Berkshire Hathaway, which he acquired as a dying textiles business in America:- But he successfully used the last monies that that business was squeezing out, to reinvest in new and better areas, to huge success. The typical pattern for a share in a dying business is for the share to go bust, &/or decline to virtually nothing, becoming a shell. But that hasn't happened with NWT, and huge credit to them for that. And if NWT's management can achieve such success in a declining business area, then it's exciting to think what they could achieve in strongly growing business areas, as indeed they are already doing. |
Posted at 21/1/2024 10:48 by hedgehog 100 Hedgehog 100 4 Oct '23 - 19:10 - 194 of 317 Edit 0 0 0""Our mission is to protect human capital" ... so you might even stylise NWT as 'a human league'. ..." NWT's noteworthy rise to 84p this week, combined with some copious autodoors posting, has prompted some more 'stock-&-roll' analysis from myself. This time using 'The Doors Greatest Hits' - to help illustrate NWT's investment credentials:- Track listing, Side one:- 1. "Hello, I Love You" (from "Waiting for the Sun") - Savvy investors discovering NWT for the first time. 2. "Light My Fire" (from "The Doors") - NWT anticipating a long-overdue press tip. 3. "People Are Strange" (from "Strange Days") - NWT sceptics. 4. "Love Me Two Times" (from "Strange Days") - NWT's TWO quality subsidiaries: Grosvenor Technology & Safetell. 5. "Riders on the Storm" (from "L.A. Woman") - NWT's skilful navigating of some rough market conditions recently. Track listing, Side two:- 1. "Break On Through (To the Other Side)" (from "The Doors") - NWT powering towards the 100p+ level. 2. "Roadhouse Blues" (from "Morrison Hotel") - Misery at missing out on NWT. 3. "Not to Touch the Earth" (from "Waiting for the Sun") - NWT's rocket-like trajectory. 4. "Touch Me" (from "The Soft Parade") - Problem addressed by NWT's touchless technology. 5. "L.A. Woman" (from "L.A. Woman") - Marie-Claire's 'California chic'. |
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