Newmark Security Share Discussion Threads

[hedgehog 100] 21/1/2023 11:55

If it's in any way a 'false market', Russman, then it's falsely LOW: because NWT has now recovered to profitability, but the share price hasn't recovered to reach the levels reached for much of 2020-2021 (60p - 80p), when it was previously profitable.

But as we're still within the timeframe allowed for publication of the results, and the company has provided timely trading updates, I can't see the grounds for suspension.

I also think that the finals could well be announced alongside the interims, and that we could well see both this coming week, or early in the week afterwards, ahead of NWT's investor presentation on 6th. February.


30/11/2022 13:45 UK Regulatory (RNS & others) Newmark Security PLC 2022 Annual Report & Accounts update LSE:NWT Newmark Security Plc
"... 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. ..."


10/09/2021 06:00 UK Regulatory (RNS & others) Newmark Security PLC Final Results LSE:NWT Newmark Security Plc
" ... The Group achieved a profit from operations before exceptional items of GBP79,000 (2020: GBP604,000) which is a very positive outcome to a challenging year. After exceptional items the Group made a loss from operations of GBP38,000 (2020: profit GBP305,000) however this operating loss turns into a profit after tax for the year of GBP171,000 (2020: GBP1,127,000) as a result of further tax credits which are discussed in more detail below. ... "


09/09/2020 06:00 UK Regulatory (RNS & others) Newmark Security PLC Final Results LSE:NWT Newmark Security Plc
" ... I am pleased to report a period of continued profitability for the Group this year, which has been helped by good growth in our sales in North America. The US represents a lucrative market for our People and Data Management division, and our US business, Grosvenor Technology LLC, has been rebranded as 'GT Clocks', allowing us to market the business and trade under a name that is more relevant for the US market. ..."

[russman] 21/1/2023 06:52

Maybe it is a false market & should be suspended until the Annual Report is published.

[hedgehog 100] 20/1/2023 17:12

NWT's momentum is building nicely now, with three consecutive daily rises including today to end the week.

At 39p it's now up 18.18% this year, and 56% up from the 'stupid selling' low last September.

And it looks perfectly poised for a strong surge into the forties & fifties over the next fortnight or so.

[hedgehog 100] 20/1/2023 11:56

It's clearly very positive that NWT will be engaging in this sort of promotional activity after its imminent results.

It's a sign that the company will have a very appealing investment case to publicise, and that the company is attempting to enhance its investment appeal.

Mello's events are very high quality and influential.

And 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.

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

(Unless the NWT share price has doubled in price by then, in which case they will probably merely be surprised by the combination of quality and value on offer here.)

[hedgehog 100] 20/1/2023 11:28

Thanks for that Davidosh - great news!

"MELLOMonday
INVESTING IN GOOD COMPANY
Monday 6th February 2023, 5pm – 9pm"

"Company Presentation – Newmark Security plc

Newmark Security PLC (AIM:NWT) delivers long-term shareholder value through the provision of products and services that protect both personnel and their data while ensuring security for an organisation’s physical assets. Listed on the AIM market of the London Stock Exchange since 1997, we design and manufacture a range of specialist products and services that ensure safe, secure and productive workplaces. 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 great proportion of its revenues from recurring services through Software as a Service (SaaS) and Clock as a Service (ClaaS) provisioning is part of Newmark’s overarching strategy which is dedicated to building a business that has long-term stability and sustainability at its core."

[davidosh] 20/1/2023 10:47

Results will need to be out first but this presentation should help fill any gaps

[russman] 20/1/2023 06:53

Another rebrand, more potential, more opportunities. No Annual report (yet).

[hedgehog 100] 19/1/2023 14:28

NWT's provision of recurring SAAS (software as a service) has yet to be reflected in its stock market rating.

And a higher rating is clearly richly deserved here, especially considering NWT's technological leadership, and significant opportunities for profitable growth.

But NWT's imminent results, followed by promotional investment activities by the company in February, should provide a catalyst for a re-rating upwards.


"About Us

... 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

... 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

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

[hedgehog 100] 19/1/2023 13:32

Russman,

NWT has had just one share consolidation: a 50-into-one consolidation that took effect on 11th. November 2021.

The ADVFN chart is consolidation-adjusted to reflect this, but this doesn't alter the PERCENTAGE rises and falls in the share price.

E.g. the NWT five-bagging from the start of 2013 to mid 2015 was an actual 5-bagging.

Share price consolidations do though tend to result in an actual FALL in the share price: probably partly because some ignorant investors don't appreciate that the value of their shares hasn't actually increased astronomically overnight!
So if anything, NWT's fall has probably been at least partly due to the consolidation, considering the share price movement around that time.

But the far higher share price projects a more serious and professional investment image, which can help to attract better quality investors, and help a longer term rerating upwards.
So in effect the company is trading some 'short term pain' for longer term gain.

And in NWT's case this share price change dovetails with its business model evolution: towards one with more recurring revenues.


Also remember that NWT has just recently refreshed and updated its website, with some good new material, which is consistent with a desire to 'rebrand' the business to investors.

From the new "Company Insights" section:-

"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"

[russman] 19/1/2023 06:41

& that was due to a share consolidation.

[hedgehog 100] 18/1/2023 14:58

In Marie Claire's decade heading NWT there have been some periods of very good share price performance.

So it's happened before under her tenure, and it can happen again.

And funnily enough, when the profits are flowing and the share price is soaring, there don't seem to be concerns about her 'management style' (whatever that's supposed to mean).


"Marie–Claire Dwek was appointed as CEO of Newmark Security PLC in 2013."

[seangwhite] 18/1/2023 07:39

Why would Marie change her management style of what is essentially a small family company preyendingbtonbe a plc. There is no real response by BOD to shareholders long term concerns to how it has been managed by the BOD. As long as Marie is in charge the share price stars low.

[russman] 18/1/2023 06:37

It is an optimistic opinion.

[hedgehog 100] 16/1/2023 14:44

Russman,

My words "could potentially" obviously aren't claiming certainty, so I don't see why you have an issue with what I've said.

It's informed speculation based on very thorough fundamental & technical research, both on NWT and other examples, that I have posted on this thread. That isn't "guessing" as you call it.

Look at the long term NWT chart and you should be able to see a pretty clear pattern, which, combined with NWT's return to profit and growth prospects, suggests that a very strong upward move from here is not only possible, but probable.

Newmark Security (NWT):-

[russman] 16/1/2023 07:20

you are guessing.

[hedgehog 100] 13/1/2023 17:18

So NWT has closed at a new 6-month closing high: up 1.5p to 34.5p.

The NWT share price fell comparatively fast when the company performance was disappointing, so it should now rise comparatively fast with its recovery ... especially considering the stellar growth prospects.

With a fair wind, the right news and promotion could potentially see the share price double from this level by the end of next month.

[hedgehog 100] 13/1/2023 13:56

A nice 4.5% rise today (so far), and it looks like the next NWT leg up is starting.

I would think that the m.m.s are close to being cleared out of stock, so 40p could be beckoning imminently.

And that would make a nice, higher base ahead of the coming news etc.

[davidosh] 11/1/2023 10:40

At this rate...It looks like they will be releasing full year and the latest interims at the same time

[russman] 11/1/2023 09:41

& where is the Annual Report.

[hedgehog 100] 09/1/2023 11:41

Recent Share Trades for Newmark Security (NWT)
Date Time Trade Prc Volume Buy/Sell Bid Ask Value
15-Dec-22 14:00:03 33.00 50,000 Unknown* 30.00 36.00 16.50k UT
15-Dec-22 11:00:25 33.00 50,000 Unknown* 30.00 36.00 16.50k UT
15-Dec-22 09:00:09 33.00 50,000 Unknown* 30.00 36.00 16.50k UT


There were also these three strange uncrossing trades on 15th. December.
Which actually created NWT's largest daily volume of shares traded (150,000 shares) of this decade.
The only share price movement in the day though was a very brief intraday mid price rise to 33.5p, at the time of the third trade.

My view is that these trades are probably positive if they reflect genuine buying-selling of some type, as buying is more significant than selling, the amounts are
large, and there was a spike up.
Though they could be positive anyway (market makers practising for big trading demand) - & only good news is likely in the short term, especially of the type that m.m.s could know about in advance.

[hedgehog 100] 09/1/2023 10:51

22.12.22 14:17:16 35.22 GBX 4,525 1,593.71 Off-Book N AIMX AIMX
20.12.22 17:06:49 34.74 GBX 4,587 1,593.52 Off-Book N AIMX AIMX



Chinahere,

The last two significant trades in NWT were just before Christmas (both buys).

The second one, on 22nd. December, was actually only 9 trading days ago with the holidays and weekends.

Buy yes, NWT is an overlooked and illiquid stock, and as is usual with such stocks it can be hard to trade at times, which I think helps to explain why it has fallen down to this level.

And illiquidity is a double-edged sword: when a company is doing well, and people are looking to buy, it can help to fuel and sustain a rise.

After over two decades as a listed company, you would think that most weak holders would already have exited.

Conversely, there should be plenty of scope for fresh buyers, as the 'story' about NWT's reinvention & growth gets out to the wider investment community.