Newmark Security Share Chat (NWT)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Newmark Sec	LSE:NWT	London	Ordinary Share	GB0006596406	ORD 1P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.00p	+0.00%	1.20p	1.05p	1.35p	1.20p	1.20p	1.20p	0	06:30:09

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Support Services	21.8	1.2	0.3	4.6	5.62

Newmark Security Share Discussion Threads

Showing 6601 to 6624 of 6625 messages

Chat Pages: 265 264 263 262 261 260 259 258 257 256 255 254 Older

Date	Subject	Author	Discuss
10/7/2017 13:13	M C D had better come up with a better plan for saving NWT than her current one as the share price under her tenure reflects badly on family run public companies.	seangwhite	Read Full Thread Reply
31/5/2017 13:48	:-) hTTps://twitter.com/grosvenortech/status/869896136437510144/photo/1	cockerhoop	Read Full Thread Reply
24/5/2017 14:25	Seangwhite, you obviously don't hold shares in family run TFW, LTHM, ASY then disasters :-)	cockerhoop	Read Full Thread Reply
24/5/2017 13:44	I do not the Marie C will be getting any businessperson of the year award for a long while. Very badly managed Company for a number of years and says a lot about family controlled PLCs.VGLTA	seangwhite	Read Full Thread Reply
11/5/2017 08:57	New property will probably help the bottom line a bit,interest of say £18k per annum will be a lot less than the rent they were paying.Should maybe have done this a while back!	mjcferguson	Read Full Thread Reply
28/4/2017 09:51	Taken a few to get the averages easier,on the verge of the final 200dma . today may be that day to clear that last hurdle...gla.lth's	abergele	Read Full Thread Reply
26/4/2017 09:39	A year end trading update would be interesting,especially if it could report sales gaining traction for the new products.	mjcferguson	Read Full Thread Reply
24/3/2017 21:24	A bit of the dma's passing but back in early December, we did the same/had the same scenario, quite pos. we are on the same move up again.lets hope so for the long or longer lth's...gla	abergele	Read Full Thread Reply
06/2/2017 09:22	Marie Claire just tweeted: Not just a good laugh she's down with the kids :-) hTTps://www.youtube.com/watch?v=7FqEa2Y7tWw&feature=youtu.be	cockerhoop	Read Full Thread Reply
03/2/2017 11:53	hard to argue with that analysis, CJohn.	exel	Read Full Thread Reply
03/2/2017 11:41	These are scarcely on a distress rating and there's been significant destruction of shareholder value in the last half as well as an impressive burn of cash. These are not a buy on asset grounds. And I personally wouldn't buy them on a potential upturn in trading alone.	cjohn	Read Full Thread Reply
03/2/2017 11:38	Knowing Marie Claire is a "good laugh" is certainly a major positive.	cjohn	Read Full Thread Reply
02/2/2017 08:38	I think the posting above reflects badly on the current management and the rate of cash burn is surely unsustainable. Let's hope the BOD take action in a prompt manner.VGLTA	seangwhite	Read Full Thread Reply
31/1/2017 14:04	Just popped into my local CVR store which is in the process of having a Post Office counter fitted (proper post Office closed 2 shops down) and took the opportunity to chat to the Safetell engineer who was fitted the new kit. I'm not sure who was the most surprised me bumping into a Safetell engineer the day after Interims or him being accosted by a shareholder! He put the blame for the current results squarely on the sales team under performance siting a salesman(now departed) on £60k who didn't do a stroke, suggesting the whole sales team waited for work to come to them rather than proactively chasing it. The sales team has been gutted so it looks like the problem may be being addressed. He also said there'd been 4 voluntary redundancies this week and an announcement about compulsory redundancies on Friday. He certainly wanted to keep his job which he enjoyed and thought it was a good company to work for. I asked him about Marie Claire and he thought she was alright and 'a good laugh'. He also suggested the company had been through similar lulls before and not to get too concerned as it had bounced back in the past.	cockerhoop	Read Full Thread Reply
31/1/2017 12:43	Pretty downbeat interim report.A lot is now riding on take up of new products and offerings.It would be great if we could get some info on the progress of new contracts rather than have to wait another six months for the next report.	mjcferguson	Read Full Thread Reply
30/1/2017 12:38	Wexboy is right in that the CEO needs to get her act together in relation to taking action on the long failing part of the business. It's taken her far too long to address the problems in the business. Let's hope for some real activity in the near future as the current share price reflects her failure.VGLTA	seangwhite	Read Full Thread Reply
30/1/2017 12:16	NWT needs to deliver.Wexboy is right.	russman	Read Full Thread Reply
30/1/2017 02:54	Newmark Security (NWT:LN) (2.4% of current portfolio): Share Price: GBP 1.45p Market Cap: GBP 6.8 Million A special situation…which actually obscures an underlying growth story. While these trading updates (here & here) have crucified the share price, Newmark’s electronic division still looks like the real problem here. For almost a decade now, revenue’s unchanged, while divisional margins declined relentlessly – from 20-23%, to a £(0.5) million loss today. Poor return on capital was bad enough, but losses kill any argument for keeping the division. And after 4 years as CEO, shareholders presumably have little confidence Marie-Claire Dwek can still deliver a turnaround – and her hands are now full dealing with the larger asset protection division. Noting Chairman Maurice Dwek always ran a tight ship here, the situation appears untenable – something’s gotta give… Presuming an eventual sale, a larger competitor could easily wring 10-15%+ margins from this division – achieving a 0.5 Price/Sales multiple (i.e. £3.8 million) seems reasonable. [And noting net assets of £5.1 million, it also looks salvageable in a wind-down/piece-meal sale]. Who knows what the FY-2017 result will be, but let’s assume 50% of said consideration ends up incinerated, in terms of a once-off net loss (in reality, I suspect a working capital reversal will mitigate cash losses). Such a scenario would imply £6.2 million of cash, close to the current market cap…tagging NWT as a possible target. It also implies a negligible 0.04 Price/Sales multiple for an asset protection division that’s averaged £13.3 million revenue pa in the past 4 years & boasts average (pre-impairment) margins of 22%+ (nearer 14%, inc. un-allocated corporate expense). It also grew revenue 17% pa & 10% pa in the last 5 & 10 years, presenting a ridiculously cheap growth opportunity. [Plus, I believe this growth trajectory confirms management’s assertion a poor FY-2017 result will prove nothing more than a timing issue, in terms of an eventual sales payoff]. As for Newmark’s cash, using it to fund share buybacks & bolt-on acquisitions would also add substantial shareholder value. [It also justifies maintaining the dividend – a 6.9% yield offers compelling support]. Meanwhile, my marked-down position size looks about right…’til we finally see some kind of sensible/decisive capital allocation here from the CEO/board. For this & other top picks, check/Google my latest 'Top Trumps For 2017...' post on the Wexboy investment blog.	wexboy	Read Full Thread Reply
23/1/2017 20:03	Has anyone seen this recent article, apparently they have an order for a new solution for several hundred thousand pounds:http://www.professionalsecurity.co.uk/products/workforce-management-systems/steel-partner/Positive news if you ask me....	bprofit	Read Full Thread Reply
06/1/2017 10:10	My guess would be that it is a tad oversold, that trading in H1 may have been damage-limited v expectations, although far from acceptable, and that the H2 outlook is still fairly mixed, with sales prospects picking up but sales timing uncertain, and that they won't mention dividend at this interim stage, just a pure guess....	exel	Read Full Thread Reply
06/1/2017 08:29	Interims at the end of the Month should give the market an indication of whether it is oversold or not. Would be nice if they mention they expect to maintain the final dividend on improved trading etc.	nick rubens	Read Full Thread Reply
05/1/2017 09:33	Apols, must have got confused with my links :-) Some comment this morning by the Wexboy blog regarding 2016 performance and MCD 'Having already identified the electronic division as a millstone, with a decade-long history of stagnant revenue & declining profits, I presumed management would be forced to aggressively rationalise, liquidate, or otherwise dispose of this business. This would have freed up more surplus cash, and just as importantly, re-focused management’s attention on the more valuable (but more volatile) asset protection division. But so far, management’s dug its heels in, continuing to allocate disproportionate time & assets to the electronic division, despite the fact it’s now loss-making (to the tune of £0.5 million). Which I suspect took management’s eye off the ball elsewhere – as a result, NWT now expects a loss this financial year, due to a revenue/profit shortfall in the asset protection division (which hopefully proves a timing/sales pipeline issue ultimately). Despite a cheap market valuation, the share price reaction was exacerbated by the CEO, who’s (laudably) sales-driven, but perhaps not yet experienced enough to actually under-promise & over-deliver…'	cockerhoop	Read Full Thread Reply
04/1/2017 20:30	This is the IG May 2016 one. https://www.youtube.com/watch?v=w-ddy3SNQZQ A slightly more recent Interview here (July 2016). https://www.youtube.com/watch?v=37ExgH5sPIc 1.53p paid earlier, hence the sales needed on the mark up.	nick rubens	Read Full Thread Reply
04/1/2017 18:50	There has been a few: Here's the IG ones Feb 15 - hTTps://www.youtube.com/watch?v=6KQSWcRklFQ Nov 15 - hTTps://www.youtube.com/watch?v=fFyMnEmLArA May 16 - hTTps://www.youtube.com/watch?v=6KQSWcRklFQ	cockerhoop	Read Full Thread Reply

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