Newmark Security Share Discussion Threads

[hedgehog 100] 22/12/2022 16:50

Another cybersecurity company, IGP, has also performed well recently, with a bullish trading update and improved interim results, and with some chunky director share buying.

It's share price has risen from 38p on 6th. October to 56p today, market cap. £32.6M.

That is a market cap. over ten times higher than NWT's (at 33p), though IGP's full year revenue of £9.9M. is barely half of NWT's expected full year revenue, and IGP's full year pre-tax profit was only £323K.


Like NWT, IGP has been achieving great success in America, which certainly bodes well for NWT's continued security business success 'across the pond':-

22/11/2022 07:00 UK Regulatory (RNS & others) Intercede Group PLC Half-year Report LSE:IGP Intercede Group Plc

"... Revenue highlights for the period include:

-- Revenues for the six months ended 30 September 2022 (H1) totalling GBP6.1 million are approximately 23% higher than last year on a constant currency basis and 24% higher on a reported basis (2021: GBP4.9 million)

-- Multiple MyID PIV licence orders from the US Department of State (DoS) for its Identity Management System (IDMS) solution totalling $1.6 million. The same agency also placed Services orders with a value totalling $0.3 million. Linked to this sale is a third party embedded product which marginally impacted gross profit in the period

-- Several major customers have chosen to upgrade their existing MyID deployments including, but not limited to, a major global aerospace and defence manufacturer, a UK Government department, a US central bank and a major US government agency

-- A $0.1 million follow-on order of professional services for a prestigious independent US Federal Agency that was won at the end of the last financial year. The deployment will leverage Intercede's technology partnership with Microsoft, by delivering PKI credentials into Microsoft Intune managed smartphones enabling sensitive data protection and secure access to agency systems

-- A follow-on MyID Enterprise order from a US Federal agency tasked with intelligence and security services. Orders have been received to date for 75,000 device licences

-- Various cross and upsell of licences into existing client base totalling GBP0.2 million in the period. ..."




Intercede (IGP):-

[hedgehog 100] 20/12/2022 18:45

LSE % Gainers Top Lists
EPIC Name %
VEL Velocity Composites +59%

Today's top riser, VEL, is up 59%, on a bullish trading update, and positive news on US expansion:-

20/12/2022 07:01 UK Regulatory (RNS & others) Velocity Composites PLC Trading Update & Notice of Results LSE:VEL Velocity Composites Plc

"Trading Update & Notice of Results

Velocity Composites plc (AIM: VEL), the leading supplier of digital technology driven composite material kits to aerospace and other high-performance manufacturers, provides the following trading update for the 12 months to 31 October 2022 ("FY2022"). The Company expects to publish its FY2022 results on Tuesday 24 January 2023.

Financial Performance

The Company anticipates that FY2022 sales will be no less than GBP11.9m (FY2021: GBP9.8m). While contracted sales remain significantly below pre-pandemic levels, there have been encouraging signs of stability and growth throughout FY2022. This is in line with published OEM forecast production rates which show continued recovery over the next three years. Velocity remains well-positioned to benefit from this growth through its long-term contracts and customer partnerships. Furthermore, the Board expects the Company's projected EBITDA loss for FY2022 to be GBP0.5m (FY2021: loss of GBP0.5m). This is in-line with the Company's expectations and planned investments in R&D and business development activities over the last 12-months.

Cash has been invested throughout FY2022 to support the Company's international growth opportunities and in the development of its digital manufacturing solutions. Cash at bank as at 31 October 2022 was GBP2.3m (FY2021: GBP3.4m). The Company has access to an Invoice Discounting Facility with NatWest and a Supply Chain Finance facility with a key customer. Total undrawn headroom on both these facilities as of 31 October 2022 was GBP1.3m.

International Expansion into the USA

As announced at the half-year, the Company has continued its investment in international business development using its existing resources. The Company today announced a major contract success in the USA with GKN (the "Agreement"). This Agreement will provide the return on the investment made in the last year in this area and has enabled Velocity to establish a new digital manufacturing facility in the USA to service the largest composite aerospace market. ..."




VEL's current market cap. (s.p. 43p) is £15.66M., which is significantly greater than its 2022 revenues, despite the fact that it is loss-making.

Which further highlights the very attractive valuation metrics of NWT.

While VEL's strong recovery and outlook is very encouraging for the wider business environment.

And note a couple of particular areas of commonality with NWT:-

• The very bullish expansion in America, where NWT is already achieving huge success.

• The use of an invoice discounting facility, as a very cost-effective finance method.


Velocity Composites (VEL):-

[hedgehog 100] 19/12/2022 14:18

"London flotation of Cork’s Smarttech values firm at €43m

Founder Ronan Murphy sees stake worth €30m

Ronan Murphy's Smarttech generated revenue of €7.2m last year and a €1.1m profit.

John Mulligan
December 15 2022 11:12 AM

RONAN Murphy’s Cork-based Smarttech247 has floated on London’s Alternative Investment Market (AIM) this morning with a market capitalisation of £37m (€43m).

It values Mr Murphy’s near 70pc stake in the cybersecurity business at £26m (€30m).

Smarttech, which employs 114 people, has a suite of blue-chip clients such as baked goods firm Aryzta, Ervia, Laya Healthcare, ASL Aviation and Kerry Group. ...

“The Covid-19 pandemic has accelerated Smarttech247’s business growth due to the increased number and sophistication of global cyber threats, as well organisations’ accelerated journey to the cloud as a result of, amongst other things, increased remote working,” Smarttech noted in its admission document.

In 2019, the company generated revenue of almost €3.7m and a €204,000 profit. Last year, revenue hit €7.2m and it posted a €1.1m profit.

It said its revenue in 2021 was 20pc more than projected revenue. ...

Smarttech intends to use £1m of the flotation proceeds to support expansion into new products and geographies, while £1.6m will be used for general working capital purposes. It will spend £200,000 of the proceeds on the development of proprietary technology.

Ms Saceanu said this morning that the company’s admission to the AIM market is an “important milestone” for the business.

“The company intends to continue its growth both organically and, if appropriate, through complementary acquisitions in a highly fragmented global cybersecurity market,” she said. ..."




The floatation of Smarttech247 (S247) last week is further indication of NWT's tremendous security market opportunity and value.

S247's market cap. at its floatation price was about six times its annual revenue last year ... whereas NWT's market cap. is about one sixth of its expected annual revenue last year.


15/12/2022 13:26 Alliance News Alliance News Smarttech 247 shares edge upwards on first day of trading on AIM LSE:S247 Smarttech247 Group Plc
15/12/2022 07:00 UK Regulatory (RNS & others) Smarttech247 Group PLC Admission to AIM and First Day of Dealings LSE:S247 Smarttech247 Group Plc
" ... As announced on 1 December 2022, Smarttech247 has successfully raised gross proceeds of GBP3.67 million for the Company, through a Placing of 12,385,828 new Ordinary Shares at the Placing Price of 29.66 pence per share. Based on the Placing Price, the Company's market capitalisation is approximately GBP36.80 million at Admission.
The Admission Document was published on 30 November 2022 and is available on the Company's website www.smarttech247.com . ..."

[hedgehog 100] 12/12/2022 15:44

29/11/2022 07:00 UK Regulatory (RNS & others) Altitude Group PLC Interim Results LSE:ALT Altitude Group Plc
"UNAUDITED INTERIM RESULTS FOR THE SIX MONTHSED 30 SEPTEMBER 2022
... Group revenue for the period increased by GBP1.7m to GBP7.7m (HY22: GBP5.9m), an increase of 29.3%.
... Loss before taxation (133) ..."


It's interesting to compare ALT's latest interim results to NWT's expected interim results to 31.10.22.

NWT is expected to report a pre-tax profit for the half year concerned, compared to ALT's pre-tax loss, and with higher revenues than ALT's.

And yet ALT's current market cap. is 7.45 times higher that NWT's:-

• ALT: 32.5p, market cap. £23.03M.

• NWT: 33p, Market cap. £3.09M.


Altitude (ALT):

[hedgehog 100] 12/12/2022 15:22

steveberyl 12 Dec '22 - 14:27 - 8489 of 8489 0 1 0
"There can be no doubting the importance of a company being Highlighted by Mello.
Attended one and was extremely impressed. Simply a Quality event."



Thanks to Steveberyl on the main ALT thread for the above snippet.

For NWT to be highlighted by Mello should be particularly beneficial in NWT's case, because it is so 'under the radar screens' of most investors.

And the probability is that many of them would be astounded by the combination of quality and value on offer here.

[hedgehog 100] 11/12/2022 14:36

Looks like NWT will no longer be presenting at MelloMonday tomorrow after all, being replaced at the eleventh hour by ALT:-

"Programme for MelloMonday 12th December 2022, 5pm – 8.30pm
5.00 pm Mello welcome and Paul Hill from Vox Markets presents Five Babies in the Small Cap Bathwater
5.40 pm Company presentation by Tharisa plc
6.10 pm Company presentation by Altitude Group plc
6.50 pm A look forward to 2023 in the markets
7.00 pm Company presentation by Duke Royalty
7.30 pm Mello BASH"


09/12/2022 07:00 RNSNON Altitude Group PLC Altitude Group to Present at MelloMonday



I would imagine that NWT have pulled out because they couldn't be sure that last year's final results would be announced in time to feature, and they didn't feel that it would be appropriate to proceed on that basis.

And a related aspect is that the NWT directors can't buy shares here until the final results are published, due to being in the 'close period' ahead of them.

The probability is though that they will aim to present at next MelloMonday event after tomorrow's ... which should be in January, as they are held monthly.

[hedgehog 100] 11/12/2022 12:21

"About Us

Newmark Security PLC (AIM:NWT) delivers long-term shareholder value through the provision of products and services in the security and data sectors. From its locations in the UK and the US, the organisation operates through subsidiary businesses positioned in specialist, high-growth markets.

Safetell provides physical security installations to numerous end-user sectors. Products and services range from Asset Protection Solutions to Counter Terror Deployments. Grosvenor Technology serves the Access Control and Human Capital Management markets globally providing both hardware and software to collect and secure data while maintaining privacy, ensuring compliance and reducing operating costs for its clients. This is typically provisioned through a recurring software as a service model.

Generating a greater proportion of its revenues from recurring services is part of Newmark’s overarching strategy which is dedicated to building a business that has long-term stability and sustainability at its core."




"Our Strategy

“To help address some of the major challenges facing corporations in an environment of ever-increasing global security concerns and add value for all of our stakeholders through partnership and innovation.”

Security has evolved. Once, providing security for employees, staff and visitors meant providing a safe physical environment. Today that environment includes and extends beyond physical security to online as people are equally concerned about the security of their data and identity.

Newmark plans to continue its strategy of investing heavily in research and development allowing the Company to stay ahead of the curve and ensure the highest levels of secure technologies for its customers. The Company is continually innovating in fields such as biometrics, cloud services and mobile authentication to ensure its products are at the forefront of the sectors it operates in.

We will realise this mission by continuing to develop exceptional and secure products and services backed up by industry leading support."




"Market Overview

In an ever-changing world, there remain some constants. People, and the organisations they work for, will always seek safety and security. Newmark Security is well positioned to serve this growing need.

There are significant opportunities for profitable growth across all the sectors in which we operate, Physical Security, Human Capital Management and Access Control.

Every industry has its specific requirements, but there are also many commonalities, as every business seeks to create an environment in which it can operate more efficiently and with greater levels of productivity. Achieving these goals, while providing smart, safe and secure workspaces is the added-value that Newmark Security brings."

[hedgehog 100] 08/12/2022 15:28

NWT's access control credentials are impressive indeed, and they look to have positioned themselves superbly to service the evolving and growing nature of this market.

And as ‘Access Control as a Service’ has multiple benefits, it's no surprise that this is forecast to grow particularly strongly.

These benefits are outlined in this useful article by American company CEC:-

"Access Control as a Service: 7 Benefits You Need to Know

Access control isn’t a new technology—it’s used in all types of buildings to regulate who can enter (and where). But did you know there’s a new way to deploy access control within your building or on your campus?

Most organizations are familiar with traditional (on-premises) access control systems. With these systems, all the hardware, software, and other equipment are installed and maintained at your physical location.

Access control as a service is a newer option that’s attracting lots of attention. Why? Because it opens doors to many valuable benefits. Since it’s cloud-based, the software and servers are removed from your physical location and stored offsite while the hardware remains onsite.

When might access control as a service be a good fit? Consider these seven benefits to see if any of them address your security, budget, or time-management challenges.

1. Don’t Worry About Outdated Software ...

2. Cross Maintenance Off Your To-Do List ...

3. Grow or Streamline as Needed

4. Manage and Control the System Remotely

5. Catch Anomalies Early

6. Easily Roll Out Mobile Credentials

7. Save Money ... "

[hedgehog 100] 07/12/2022 11:47

Where America leads, the world tends to follow, and this looks to be the case in the Human Capital Management (HCM) market.

And NWT, with its significant HCM business in America, combined with its UK base, looks ideally placed to capitalise upon this opportunity.

Which could also make it very attractive takeover target for a US predator wishing to expand internationally.

[hedgehog 100] 07/12/2022 10:53

"HCM Building Global Momentum
SEPTEMBER 23, 2022"


"HCM building global momentum

Grosvenor Technology rounds up the fortunes and forecasts for human capital management around the world

The Human Capital Management (HCM) market is one of the technology sectors to watch over the next ten years, driven forward by the adoption of technologies like automation and AI in the HR space and the rapid take-up of cloud-based solutions.

We’ve already covered how the US HCM market will lead the way over the next decade, but how are other major markets faring regarding sector growth?

Europe

Human Capital Management applications have gained considerable popularity in recent years across Europe, and the continent is now a significant growth area. Its sharp growth results from the growing popularity of cloud-based software and solutions. As with other regions, European enterprises have embarked on comprehensive digital transformation initiatives. The ability to centralise and simplify all HR functions and the real-time information and longer-term insights offered by cloud platforms has proven to be a compelling offering.

According to a report from ResearchAndMarkets, the German market was dominant in 2021 and is expected to solidify its position. It predicts that the German HCM market will achieve a market value of $2.35 billion by 2028.

“The UK market is experiencing a CAGR of 6.3% during (2022-2028). Additionally, the French market is expected to showcase a CAGR of 8% during (2022-2028),” it added. As a whole, the European Human Capital Management market is tipped to achieve market growth of 7.2% CAGR from 2022-2028.

However, market analysis from Data Bridge said the following about the HCM market in 2021: “The UK accounted for maximum share in the European human capital management market, as large numbers of HR software providers are present in the region and more start-ups are being established.

“Germany accounts for the second largest market as the region has high growth in the manufacturing industry that has a large workforce which requires HCM software for talent management and other HR activities.”

Asia Pacific

Asia Pacific is certainly a market to keep an eye on in the coming years, with the region tipped for rapid adoption of HCM solutions, with particularly strong demand from China, Japan and India. A report from ResearchAndMarkets predicts that the region will experience CAGR growth of 8.1% from 2022-2028, driven by changes in the makeup and demands of its major economies.

“In the future years, rising number of start-ups and the adoption of new technologies like Industry 4.0, data analytics, cloud technology, and artificial intelligence will necessitate a trained and talented workforce in the APAC region. Thus, the requirement for human capital management solutions in the region is predicted to rise as a result of managing and hiring suitable professionals.”

APAC has two of the world’s fastest-growing economies in China and India, with millions of manufacturing and service sector jobs expected to come online in the coming years. This will power increased demand for human capital management tools and technologies.

A Human Capital Management Report from Polaris Market Research offers the following insight for 2022-2030: “Asia Pacific is expected to witness a high CAGR in the global human capital management market. Large numbers of HCM vendors and the rising usage of cloud-native technologies drive growth in the region.

“The major countries are witnessing massive investments in market verticals such as BFSI, retail, healthcare, manufacturing, telecommunication services, and IT, resulting in Asia countries’ economic growth. The market in the Asia Pacific is expected to be driven by organisations’ increasing adoption of industry 4.0, data analytics, and cloud computing.”

South America

As in the Asia Pacific, it is the traditional economic powerhouses in South America where HCM technologies are most prominent. An Envision Intelligence report released in September 2022 looking at HCM in the region over the next six years (2022-2028) notes: “The consumer goods sector and retail are growing rapidly regarding technological advancements, customer needs, and employment.

“The HCM market is emerging in South America due to the introduction of new cloud technologies in countries like Brazil and Argentina, making them more technologically advanced. The reason the HCM market is evolving is due to the release of new software and better data analytics tools.”

Middle East and Africa

According to Fortune Business Insights, there will also be large-scale opportunities to tap into several thriving economies in the Middle East & Africa. In its HCM forecast for 2022-2022-2029, it outlined the following:

“The Middle East & Africa is projected to experience significant market opportunities during the forecast period. According to the World Bank collection of development indicators in 2018, the Middle East, Africa, and North Africa reported 85.5% literacy rate. This figure represents that the region poses potential job opportunities that are expected to boost the adoption of advanced HR tools across the region.

“The rising adoption of advanced technology such as AI, cloud, and analytics-enabled solutions by organisations is likely to exhibit substantial opportunities to implement advanced HR solutions in the region. For instance, in July 2021, Office Depot Europe incorporated Oracle Fusion Cloud solutions to transform HR processes and support the rising workforce. Thus, digital transformation across the region creates new market opportunities.”

Grosvenor Technology – your global HCM partner

Grosvenor Technology is a market leader in the human capital management,
blending over 30 years of engineering knowhow with innovative security products and
Technology. Our products and first-class support can help your business become more efficient, reduce costs, and enhance employee experience."

[hedgehog 100] 06/12/2022 18:23

The large and strongly growing North American HCM market is clearly a very compelling market opportunity for NWT.

And this has already been reflected in NWT's interim results, where the HCM US revenues rose 62%, to £4.209M., accounting for 43.4% of NWT's £9.697 first half revenues.

27/01/2022 07:00 UK Regulatory (RNS & others) Newmark Security PLC Half-year Report LSE:NWT Newmark Security Plc

" ... the strongest performance being from Human Capital Management sales in the US. ..."

"... Six months Six months
31 October 31 October Increase/ Percentage
2021 2020 (decrease) change
GBP'000 GBP'000 GBP'000 % ...

HCM US 4,209 2,605 1,604 62%
HCM ROW 1,249 1,534 (285) (19%) ..."




And the strong US dollar, compared to sterling, is great news for NWT, in three ways:-
1. Becomes cheaper to sell to America.
2. Value of NWT's US revenues is increased per dollar.
3. NWT becomes a cheaper takeover target for a US predator.

Moreover, the substantial business that NWT conducts in the US also increases the chance of a US takeover, in two ways:-
1. Brings NWT on the radar screens of more American peers.
2. Makes it more attractive to a US predator wishing to expand domestically.

[hedgehog 100] 06/12/2022 17:00

"HCM Poised For Decade of Growth
AUGUST 24, 2022"


"HCM poised for decade of growth

The value of the HCM market is set to rocket, driven by technological advances and a move towards a distributed workforce.

Organisations are increasingly recognising the benefits of placing human capital management technology (HCM) at the centre of their HR, payroll, and recruitment functions.

This rapid take-up of HCM solutions means the market is predicted to experience significant growth in the coming years. There are variances when assessing exactly how much value will be added to the sector, but the vast majority of recent research on HCM forecasts billions of dollars being added to its value over the next decade. The US and North America are expected to lead the charge.

A report released in May from Technavio predicts that the worldwide global human capital management solutions market size is expected to increase by $12.16 billion between 2020 and 2025.

The HCM market observed year-on-year growth of 9.52% in 2021 and the growth momentum is expected to accelerate at a CAGR of 10.57% during the forecast period. North America is expected to have the largest share of the market, with around 34% of the overall market growth expected to originate from the region.
The longer-term forecast is also positive. A recent study from Fortune Business Insights predicted the following: “The global HCM market size was $23.6 billion in 2021. The market is expected to grow to $25.53 billion by 2029, exhibiting a CAGR of 9.1% during the forecast period.

“The global impact of COVID-19 has been unprecedented and staggering, with HCM experiencing high-than-anticipated demand across all regions compared to pre-pandemic levels.”

In 2021, North America accounted for almost half of the market at a value of $10.73 billion, with that trend expected to continue. The report noted: “North America is anticipated to hold a dominant position in the global market. The rising adoption of advanced technologies, smartphones, and workforce analytics solutions is expected to spur the region’s market growth.”

So, HCM is a market segment set to increase in value at a fierce rate over the next decade, but what are the trends driving this long-term upward trajectory?

Technology

The capabilities of HCM solutions has come a long way, driven by advances in enterprise technology. In the world of HCM, businesses are increasingly using software with artificial intelligence (AI) and robotic process automation (RPA) capabilities.

In the US, the battle for talent is fierce; hiring managers are using AI and machine learning tools built into HCM software to go through what can be hundreds of candidates to filter out unsuitable applicants, leaving those more suited to the position.

RPA is also being widely utilised by businesses as part of their HCM strategy. RPA is effectively a digital worker that is able to automate repetitive and time-consuming tasks, such as payroll, data input, and remittance, enabling HR teams to focus on high-level tasks.

The Cloud

Enterprises worldwide are turning to the cloud-based solution to drive efficiencies, improve output, and reduce costs. In the HCM sector, customers can choose from a significant number of bespoke cloud-based HCM solutions that can be customised to suit the needs of their organisation.

These cloud solutions are able to connect all HR processes across a business, meaning companies with multiple locations across the US and further afield can collaborate on recruitment, talent acquisition, employee relations, and other HR functions such as payroll and remittance. Whereas previously, all HCM information would have been stored locally on one or two machines, all HR personnel across an enterprise can be given log-in credentials which they can use across multiple devices.

The Pandemic

There is no single corner of the business world that hasn’t seen change brought about by the pandemic, and HCM is no exception. The way businesses and their people work has changed, with hybrid and remote working becoming the norm for many.

As a result, businesses have flocked to cloud-based solutions and collaboration tools such as HCM that have allowed HR and personnel teams to handle onboarding, employee communications, and payroll functions efficiently. HCM solutions have helped businesses to continue operating during a time of real upheaval and stay connected to their employees.

Having experienced the benefits of HCM, businesses are embracing these solutions in increasing numbers. By 2023, Gartner predicts the majority of solutions deployed by organisations to support new ways of working during COVID-19 will be retained.

Grosvenor Technology is a market leader in the human capital management market, blending 30 years of engineering know-how with innovative security products and technology. We develop a range of human capital management hardware, all supported by our software partners. Our products and first-class support can help your business become more efficient, reduce costs, and enhance employee experience."

[hedgehog 100] 05/12/2022 15:31

There look to be multiple strong trends driving security technology opportunities: AI, cloud, biometrics, zero trust, and privacy being key among them.

With the compelling drivers of greater efficiency, safety, security, and flexibility fuelling a massive and sustained market opportunity for companies like NWT.

So the company's years of investment into just the right R&D to capitalise upon this space is now looking extremely prescient.

And looks to be coming to fruition at the perfect point to dovetail with burgeoning demand for these new and innovative products and services.

Potentially, NWT could be riding the crest of this wave for many years to come, massively growing its profits and revenues, and being rewarded with a much higher stock market rating, reflective of its performance, technology, and growing proportion of recurring revenues.


Last year NWT achieved revenue of c. £19M.

So increasing it significantly from there could potentially move it into the £30 - £40M. range - e.g. within a few years.

This could potentially deliver significant economies of scale, with costs not increasing as fast: so multi-million pound profitability could potentially be on the cards.

And if the share price is re-rated accordingly to reflect the company's growth, recurring revenues, and technological innovation and leadership, then a £100M. market cap. could be achievable.

[hedgehog 100] 05/12/2022 13:04

"Key Security Industry Trends in 2022
JULY 7, 2022"


"Key Security Trends in 2022

The security industry today is very different from how it was just a few years ago, and it continues to redefine itself. Moving away from mere security considerations in isolation, factors such as technology, artificial intelligence, sustainability, and more are shaping today’s industry.

As we quickly approach the latter half of the year, now is a good time to look at some of the trends that are shaping the security industry and consider what these might mean for incumbents.

1. Artificial intelligence will continue to lead the way

According to recent figures, AI in the security market was valued at US$5.08 billion in 2020 and is expected to reach US$14.18 billion by 2026. Indeed, for several years running, artificial intelligence (AI) has been the predominant trend as companies continue to leverage its advanced capabilities for functions such as facial recognition, video surveillance, audio analytics, and more.

More recently, we have seen a shift towards AI being used as a preventative rather than a reactive measure, meaning that security teams can stop incidents taking place in the first place thanks to things like predictive analytics and machine learning.

2. Cloud-based services will become more essential

The COVID-19 pandemic accelerated the move towards cloud-based security and monitoring. According to a recent report by Calipsa, 75% of businesses surveyed said that they are now using cloud-based video analytics for security purposes, an increase of 8% when compared with 2020.

Cloud technology enables organizations to become more agile in their approach to security, putting them in a better position to respond to emerging challenges and scale their approach with organizational growth. It’s also far more adaptable than legacy security solutions. For example, cloud-based identity management technology can be integrated with the latest developments in biometric access control in real-time to enable faster and more secure authentication.

3. Biometric entrance control will set the standard in physical security

When it comes to entrance control, the last few decades have seen us move a long way from keys, pin codes, and ID cards. It’s now more commonly the case that organizations are instead relying on biometric solutions to manage it, such as facial recognition systems that unlock doors as an authorised user approaches them.

Biometric systems bring with them many advantages. They’re more efficient because they can verify in less than a second and they’re more secure because they are much harder to trick or counterfeit. These and other factors are going to see biometrics proliferate within entrance control during the next few years.

4. ‘Zero trust’ moving into the physical world

The term ‘zero trust’ is often used in cybersecurity to describe a philosophy of “never trust, always verify”—in other words, it eliminates the concept of trust from an organization’s network and forces everyone, no matter who they are, to verify their credentials.

This concept is gradually making its way into the realm of physical security and access control as the Internet of Things (IoT) continues to blur the lines between physical and cyber security. Indeed, with more physical security devices connected over the Internet than ever before, cybersecurity has become an immense challenge for the physical security industry, and it’s concepts like zero trust that will help firms stay ahead of threat factors.

5. More of a focus on privacy protection

The COVID-19 pandemic had huge implications for privacy, and the use of tracking technology and other data-driven tools by governments worldwide has led to consumers being understandably more concerned about it. Given that the number one goal of any physical security solution is to protect your people and assets, you shouldn’t underestimate the role your organization now plays in building public trust.

The heightened sensitivities of the public around privacy means that the physical security industry is now having to do more to address it and find appropriate solutions. For organizations that see this as an opportunity rather than a challenge, privacy could prove to be the driving force behind forward-thinking strategies, such as privacy-first system design, and become a catalyst for further growth.

Ready to get ahead of these trends?

Newmark Security is the leading provider of electronic and physical security systems. From advanced access control systems for secure environments to human capital management systems, our solutions help to protect your personnel and guarantee the safety of your critical assets.

If you would like to learn more about how smart physical security solutions could help you get ahead of the latest trends and protect your bottom line, contact the Newmark team today for more information."

[hedgehog 100] 04/12/2022 14:14

Interesting & nice to see that NWT has just significantly refreshed and updated its website.

It looks an improvement to me: a bit better organised, and with some good new material.

The new "Company Insights" section in particular caught my eye:-

"Company Insights

Insights from around the group

Safetell – Securing Businesses in Uncertain Times
DECEMBER 1, 2022

UK Access Control Market Driven by Multiple Tailwinds
OCTOBER 4, 2022

HCM Building Global Momentum
SEPTEMBER 23, 2022

HCM Poised For Decade of Growth
AUGUST 24, 2022

Key Security Industry Trends in 2022
JULY 7, 2022"

[blueball] 02/12/2022 14:37

Presentation next week.

[hedgehog 100] 30/11/2022 16:48

24/10/2022 13:27 UK Regulatory (RNS & others) Newmark Security PLC 2022 Annual Report & Accounts update LSE:NWT Newmark Security Plc
"Newmark Security plc (AIM: NWT), a leading provider of electronic and physical security systems, announces that the publication of the Company's audited annual report and accounts for the year ended 30 April 2022 ("2022 Accounts") has been delayed due to the impact of a number of Covid-19 cases within the finance team at one of its subsidiaries. This has subsequently led to a number of delays with completing the audit.
Pursuant to temporary Covid-19 regulations, the Company has been granted an extension to 31 January 2023 for the publication and filing of its 2022 Accounts. Accordingly, the Company is now expecting to publish its 2022 Accounts at the end of November. The Company will provide an update on trading for the year ended 30 April 2022 prior to the end of October."


30/11/2022 13:45 UK Regulatory (RNS & others) Newmark Security PLC 2022 Annual Report & Accounts update LSE:NWT Newmark Security Plc
"Newmark Security plc (AIM: NWT), a leading provider of electronic and physical security systems, announces an update on the timing for publication of the Company's audited annual report and accounts for the year ended 30 April 2022 ("2022 Accounts"). The Company's audit remains ongoing and, as a result, it will not be in a position to publish the 2022 Accounts by the end of November as previously anticipated.
As announced on 24 October 2022, the Company has been granted an extension to 31 January 2023 for the publication and filing of its 2022 Accounts pursuant to temporary Covid-19 regulations and a further update will be provided on timing for publication of the 2022 Accounts in due course.
The Company provided an update on current trading on 27 October 2022 which confirmed that it had returned to profitability and positive operating cashflows during the first five months of the year ended 30 April 2023, whilst also continuing to grow revenues."



So a further slippage in publication of last year's final results ... though for a benign reason, so no cause for concern.

And with NWT's interim results for May-October 2022 likely in January, and the company's return to profitability etc. since the year end, last year's results will be of largely historic interest anyway.

Even so, NWT are presenting at "MelloMonday" on 12th December 2022, so it would be nice if the results are out by then.

[hedgehog 100] 28/11/2022 13:01

"Guide to Cluster Buying

By Robert Hable
12 January 2021

What Is It and Why Is It Powerful?
When analyzing insider transaction activity, there are several things to look for. A buy from a top-level insider such as a CEO or CFO is a good sign. So is a large purchase that substantially increases the size of an insider’s holding. However, perhaps the most bullish insider buying indicator is what’s known as ‘cluster buying’.

Cluster Buying Is Defined As:
A stock purchasing event whereby three or more top-ranking company insiders make open market purchases within quick succession of one another.

This guide looks at why cluster buying is such a powerful insider transaction indicator, and explains how investors can use cluster buying patterns to generate profitable investment ideas. ...

Cluster buying indicates a strong positive sentiment among decision-making, high level insiders. ...

Several studies on insider transaction activity have surmised that investors can confidently conclude that cluster buying is a powerful insider signal that there will be positive movement from a specific stock. ..."

[hedgehog 100] 27/11/2022 13:33

At its current share price of 33p, NWT is at about the same equivalent level (consolidation-adjusted) as on 1st. October 2019 (32.5p consolidation-adjusted).

A level from which it had more than doubled by the end of the year.


This exceptionally strong Q4 performance was fuelled by, among other things, the company's recent return to profitability, and a sequence of 'cluster' director share buying, by four different directors:-

04/10/2019 09:51 Alliance News Alliance NewsDIRECTOR DEALINGS: Newmark Security Technical Director Buys Shares LSE:NWT Newmark Security Plc

21/10/2019 16:55 UK Regulatory (RNS & others) Newmark Security PLC Director dealing & significant shareholder change LSE:NWT Newmark Security Plc

24/10/2019 15:30 UK Regulatory (RNS & others) Newmark Security PLC Director/PDMR Shareholding LSE:NWT Newmark Security Plc

13/11/2019 16:56 UK Regulatory (RNS & others) Newmark Security PLC Director/PDMR Shareholding LSE:NWT Newmark Security Plc

09/12/2019 16:04 Alliance News Alliance NewsDIRECTOR DEALINGS: Newmark Security Chair Maurice Dwek Buys Shares LSE:NWT Newmark Security Plc

12/12/2019 07:01 UK Regulatory (RNS & others) Newmark Security PLC Director dealing LSE:NWT Newmark Security Plc


That included a buy equivalent of 684,000 shares for 50p/share (consolidation-adjusted) by the Chairman Maurice Dwek.
Following which he twice bought more, in December, at significantly higher prices, including a buy equivalent of 20,000 shares for 70p/share (consolidation-adjusted).

And a buy equivalent of 16,000 shares for 62.5p/share (consolidation-adjusted) by the then Group Finance Director Graham Feltham.


And not long after that the company reported good interim results:-

30/01/2020 13:04 Alliance News Alliance NewsNewmark Security Interim Profit Rises On Growth In Electronic Unit LSE:NWT Newmark Security Plc


With NWT's return to profitability this year, I think there's a great possibility of a similarly strong end to the year as in 2019.

[hedgehog 100] 26/11/2022 14:36

NWT's 2022 chart pattern is exhibiting the classic double bottom technical formation, a bullish reversal signal.

The bottom being the closing mid price of 25p: reached on 6th. April, and 15th. - 17th. September.


From Investopedia.com:-

"What Are Double Bottom Patterns?

Spot Major Potential Trend Reversals with Double Bottoms

By JAMES CHEN Updated October 13, 2022
Reviewed by CHARLES POTTERS
Fact checked by MICHAEL LOGAN

What Is a Double Bottom?

A double bottom pattern is a classic technical analysis charting formation that represents a major change in trend and a momentum reversal from a prior down move in market trading. It describes the drop of a security or index, a rebound, another drop to the same or similar level as the original drop, and finally another rebound (that may become a new uptrend). The double bottom looks like the letter "W." The twice-touched low is now considered a significant support level. While those two lows hold, the upside has new potential.
1

In terms of profit targets, a conservative reading of the pattern suggests the minimum-move price target is equal to the distance of the two lows and the intermediate high. More aggressive targets are double the distance between the two lows and the intermediate high. ...

While the double bottom low remains in place, price movement is likely to exhibit a retracement higher and possibly indicate the beginning of a new uptrend. ..."