Newmark Security Share Discussion Threads

[oregano] 09/2/2015 15:37

that was my key takeaway from the interview. Good they can afford to make those investments. Grosvenor has provided lower growth, but is the more exciting side of the business.

[mjcferguson] 09/2/2015 14:16

Interesting to watch the interview.Sounds like a lot of developments overseas in the offing together with a pretty healthy pipeline of orders.Big expectations from new Abu Dhabi distributor and Marie Clare of to Hong kong shortly.
Must make sense where there has been big R&D investment to also invest in selling the product to as wide a market as possible.
All enabled by strong balance sheet and cashflow.

[someuwin] 02/2/2015 13:37

4p+ later in the year imo.

[oregano] 02/2/2015 12:01

nice follow through today. a comment or two in a tip sheet and this highly illiquid stock will be looking at 3p in the rear view mirror.

[mjcferguson] 02/2/2015 10:43

Still scope for these to double based on these stunning interims.The investment in r&d and marketing is slowly starting to bring results with further increase in sales to come in US and other new markets .

[russman] 01/2/2015 17:22

Hopefully no more impairments will be booked.

[grindertrader] 30/1/2015 12:18

I said this on twitter 29/12/2014. Chuffed lol


GrindertraderUK: My penny share tip of the year. #NWT

[someuwin] 30/1/2015 10:51

Very impressive!

[oregano] 30/1/2015 10:32

So to continue my monologue, free cashflow of £1.4m in H1. Assume they do 50% of that in H2 (that is very conservative given their delayed service renewals and post period payments), fcf of £2.1m. @ 2.4p the EV is £8.8m. That is a fcf yield of 24%. Quite unbelievable.

a more normal valuation of 10% would value the shares at 5.1. So split the difference with the Pe / fcf approach 4.5p. I can see why there is some profit taking going on but this is still very cheap.

[oregano] 30/1/2015 09:44

they are never bullish in the outlook statement, but the rhetoric for each division is way more positive than previous years. plus now a clean p&l post the write offs. no reason this should not trade on 10x which gives you 4p. a free cash flow yield of 18% on H1 alone, and H2 cashflow will be good given the comment on debtors being paid and the service contracts being renewed.

[oregano] 30/1/2015 09:07

full year forecasts are 0.4p, just did 0.31p. Before upgrades this is on 6x. crazily cheap.

[oregano] 30/1/2015 08:54

Blistering numbers. cash form operations = to all of last year, which itself wasn't bad! There will be meaty upgrades here for sure.

[lillyman] 30/1/2015 08:09

Onwards and upwards excellent figures and confirmation of div

[arthur_lame_stocks] 30/1/2015 07:18

Results out this morning and they are excellent. EPS of 0.31p per share.

Just how cheap are these shares?

[twiggy2] 09/1/2015 14:53

Coming back to life. Are we due any news soon.

[lillyman] 05/1/2015 20:24

Half yearly report due 29/30th jan

[shanklin] 15/12/2014 16:08

Sadly on the offer its now only a fraction cheaper than Friday.

[shanklin] 15/12/2014 16:07

Perhsp one of the bigger holders has some festive expenses they need to get cash for.

[davidosh] 15/12/2014 15:58

Anyone know why they should fall 10% today ? I am hoovering up but wondered if there was anything negative out there

[mjcferguson] 04/12/2014 18:43

4 million contract is good news and significant in relation to the turnover of this division.Deserves a bigger boost to the share price.

[battlebus2] 04/12/2014 07:59

A 4 million contract, modest indeed..

[cwa1] 04/12/2014 07:47

Apologies for disturbing the peace here but a modest announcement re a contract win has been announced:-

[russman] 13/10/2014 23:25

This is more than tight. Large moves on low volume.

[cwa1] 09/10/2014 10:34

Morning Everyone

Read Wexboy's research, had a poke about a bit myself(DMOR!), and decided to join you here with a modest maiden purchase. Market gone pretty "tight" online since then with a maximum purchase of a risible 25,000 shares at the moment but MM's willing to buy back up to 1,000,000, so presumably not much stock about at the moment?