Newmark Security Share Discussion Threads

[hedgehog 100] 19/1/2024 09:37

Hedgehog 100 17 Jan '24 - 15:16 - 310 of 315 Edit 0 0 0
" ... So pro rata, this could potentially translate into annual autodoors revenue to Safetell of £10s of millions, potentially yielding annual autodoors profit of a few £M. ..."


Going back to my estimate of potential NWT autodoors servicing profit, which Smithie dismissed as "ridiculous", I've been doing some further research which supports my view:-

"Record UK is the largest direct provider of automatic door services in the UK. With over 90 directly employed service engineers, we provide a true 365, 24/7 provision of services.
Currently responsible for over 32,000 automatic doors, we are the contracted provider of services to a number of major UK National clients and more local and personal services to a highly diverse range of customers."


"RECORD U.K. LIMITED
Company number SC124392"
"21 Aug 2023 Full accounts made up to 31 December 2022
View PDF Full accounts made up to 31 December 2022 - link opens in a new window - 31 pages(31 pages)"

Some extracts from this latest annual report from Record U.K.:-

"The principal activities of the company are the design, manufacture, supply, installation, service and maintenance of automatic door systems and aluminium shop fronts."

"During 2022 the business recorded turnover of £41,594,557 ..., gross profit of £14,543,988 ..., operating profit of £2,808,940 ..."

"Profit on ordinary activities before taxation 2,414,920"

target='window'>https://find-and-update.company-information.service.gov.uk/company/SC124392/filing-history


O.K., not all of this is from just servicing-maintenance of autodoors, as it also installs etc.

But NWT also provides autodoors installations, and looks to have certain advantages that Record U.K. doesn't.

[hedgehog 100] 18/1/2024 13:39

"Automatic Door Market Size, Growth, Forecast 2023–2030

Jamesdayg · Follow
5 min read · Nov 28, 2023

... The future of the automatic door market looks promising due to several factors. Firstly, the growing need for energy-efficient solutions is driving the demand for automatic doors as they help in reducing air conditioning costs by minimizing air infiltration. Secondly, the rising emphasis on improving accessibility and providing barrier-free entrances for disabled individuals is expected to fuel the market growth. Additionally, the ongoing trend of smart buildings and technological advancements in automatic door systems, such as integration with building automation systems and remote control capabilities, will further drive market expansion.

Furthermore, the COVID-19 pandemic has increased the demand for touchless solutions, including automatic doors, to minimize the spread of the virus. This has led to an increased adoption of contactless entry systems in various public places, which is expected to contribute to the market’s growth. ..."




"Automatic Door Market: Global Industry Analysis and Forecast (2024-2030)

Automatic Door Market was valued at USD 22.74 billion in 2023. Global Automatic Door Market size is estimated to grow at a CAGR of 7.25 % over the forecast period."




Rest assured, NWT would not be wasting time on the autodoors market if it wasn't supremely worth it.

As in its stunning HCM expansion into America, NWT has once again identified a quite tremendous expansion opportunity, which it is now starting to exploit superbly.

[hedgehog 100] 17/1/2024 16:04

As regards how good some maintenance businesses can be as investments, Mears Group (MER) is a stellar example: a former fifty-bagger, low to high:-


Mears Group (MER):-




And MER in late 1999 was as low as 10p/share, before it c. 10-bagged, to c. 100p, in about a year and a half:-




That relatively rapidly c. ten-bagging was a classic re-rating upwards situation, of the type that now looks to be underway at NWT.

And it shows how investor perception of a stock can change, as a company's business changes.

MER had been a lowly-rated cleaning stock, but a move into maintenance transformed it.

With the combination of soaring profits and a soaring rating turbo-charging its share price.


As with MER, increasing profits and an increased rating for the transformed NWT should go hand in hand, complementing and enhancing each other's impact to create a double positive whammy.

For example:-

• Doubling earnings & a doubled rating = a quadrupled s.p.

• Trebling earnings & a trebled rating = a 9-fold rise in share price (i.e. 1,000%).

• Quadrupling earnings & a quadrupled rating = a 16-fold rise in s.p.


NWT's shareholders base - most of which is long term - seems pretty sticky, so should require some quite aggressive bidding from buyers to wrestle away significant amounts of shares from them.

This should be an ongoing process over quite some time, underpinned by ongoing growth from the company.

[hedgehog 100] 17/1/2024 15:16

Smithie,

Automatic doors are just one area of business, for just one of NWT's subsidiaries. But I will try to periodically highlight ALL of NWT's attributes ... and apologies to people who can't manage to grasp a business with multiple great sales lines.

NWT's annual revenue split last year (year ending 30th. April 2023), Grosvenor Technology (people & data management) / Safetell (physical security), was £15.574M. GT / £4.74M. Safetell: i.e. 23.33% Safetell.

And within Safetell's revenues, automatic doors represented a minority of its revenue.

So it's actually a relatively small part of NWT's group revenues, at the moment.

But just this one, minority area of business, for just one of NWT's subsidiaries (its smallest subsidiary), has multi-million pound profit potential.


26/09/2023 06:00 UK Regulatory (RNS & others) Newmark Security PLC Final Results LSE:NWT Newmark Security Plc
" ... In the last year, we added a further 200 doors and now provide call-out support across over 2,000 doors, representing a substantial national footprint.
This market continues to be a strategic priority for Safetell, with autodoor servicing in the UK estimated at twice the size of Safetell's traditional markets. ..."


So the UK autodoor servicing market is estimated at twice the size of Safetell's traditional markets; and can also provide higher margins and more recurring revenues.

What could this translate into?

Well, Safetell reported over £15M. of turnover in its year ending 30.4.15; a year in which NWT made pre-tax profit of £2.252M. on turnover of £22.85M.

So pro rata, this could potentially translate into annual autodoors revenue to Safetell of £10s of millions, potentially yielding annual autodoors profit of a few £M.


Safetell's size, and the fact that it is 'system agnostic', should mean that it is far better equipped to handle national servicing contracts than the smaller players in this fragmented industry.

And with other providers having a poor reputation, Safetell could well be meeting a compelling gap in the market.

Indeed there's no reason why it can't become a 'go-to' provider for such national servicing contracts, if indeed it isn't already.

[smithie6] 17/1/2024 13:51

Sliding doors....
....I think you will struggle to ramp this share to PIs using 'sliding doors' as your sales pitch !!.
I doubt that any PIs are interested in that as a reason to invest.

But it's a free world I guess.

[hedgehog 100] 17/1/2024 11:36

"How many offices with doors to the outside ...ever have the door left open to the outside on cold days"


Smithie,

Commercial buildings encompass not only offices, but also shops and industrial premises too, and indeed some other uses.

Offices are probably not the worst offenders for leaving outside doors open on cold days, but it does happen - sometimes perhaps as the result of a careless visitor and an unstaffed lobby, &/or even strong wind in some cases.

In addition, preventing heat loss is just one of the multiple environmental benefits of automatic doors.

Plus of course they have other benefits too, e.g. accessibility for people in wheelchairs etc. (which in turn can help to reduce the need for home visits, saving energy).

[hedgehog 100] 17/1/2024 09:08

Smithie,

Reduce-reuse-recycle should be a mantra of all environmentally responsible organisations and citizens.

Of course sneering cynics - many of whom are too lazy-selfish to 'do their part' - will always snipe - but that just shows that the green agenda is on the right path.

And are you aware of the fact that automatic doors are also an intrinsically more sustainable option, for several reasons:-

"WHY AUTOMATIC SLIDING DOORS ARE GOOD FOR COMMERCIAL PROPERTIES?

One of the means through which us at Safetell help businesses achieve greater better on-site security and accessibility is through the installation of automatic sliding doors. We bring a range of benefits to commercial properties while playing a part in the overall security set-up in the building.

At Safetell, we’re committed to improving the security and accessibility environment in which businesses operate. In this guide we’ll explore what automatic sliding doors are, and the benefits they can deliver for commercial properties. ...

A sustainable solution

Another key benefit of automatic sliding doors for commercial premises is their sustainability. Not only do automatic sliding doors open smoothly, but they also close automatically when they’re not required. Frequently, manual doors at commercial premises are left open by staff and visitors, allowing heat to escape the building. In the colder months this can result in a considerable heat loss from the premises.

Automatic sliding doors provide efficient insulation, remaining shut unless they are required. This should be reflected in lower building running costs. If your building has air conditioning installed it can also prevent fluctuations in the building temperature during the summer months.

Glazing options

Automatic sliding doors can be fitted with a range of glazes that deliver a variety of different benefits. Glazes can be installed that can reduce the impact of condensation, as well as frost on the glass. Other glazes are able to almost eliminate the effect of ultraviolet rays. Something as simple as the glazing you choose for your automatic sliding door can make a real difference to the comfort of your commercial premises as well as its running costs.

Open up your space

Sliding doors have the flexibility to create more of a flow between the space inside and outside your building. In the summer months, you may choose to fix your doors open, giving you easier access to any available outside space.

Enhance natural light

The large glass panes that are usually fitted in automatic sliding doors help to maximise the natural light that enters your premises. As well as making your premises more inviting, it can reduce the need for artificial lighting.

Compact operation

Automatic sliding doors don’t require space to swing into when they are opening. This means that overall they take up less space, making them suitable anywhere that space is limited.

If your commercial premises opens out onto a busy street, then sliding door designs are essential. If space is limited in your premises, the compact operation of automatic sliding doors makes them an ideal choice. They provide easy access to your premises, whatever the space. No more squeezing through small doors, or doors opening into a crowded space. This again enhances the overall attractiveness of your space for employees, clients, and customers. ...

... We can also offer our automatic door servicing contracts where we implement our 'repair not replace' strategies, in order to save you money! ..."




NWT seems to be an absolute exemplar in its commitment to green best practice, and a top choice for investors seeking great investment returns while supporting net zero objectives.

[smithie6] 16/1/2024 22:40

..each to their own opinion

But what a load of complete rubbish imo !!

Claiming that servicing sliding doors is going to make a massive difference to global warming.

You couldn't make it up !!

----

The people in the marketing dept (& hedgehog) have clearly got too many empty hours on their hands !!

[hedgehog 100] 16/1/2024 18:30

Growing investor and consumer demand for environmentally beneficial products-services, like NWT's, have in fact been highlighted as two renewable energy trends for 2024:-

"What’s Next for Renewable Energy? Trend Predictions for 2024

As we head into 2024, the renewable energy sector is positioned at a critical and exciting juncture, characterized by emerging trends in renewable energy that bring both challenges and opportunities for innovation. Facing global issues such as climate change and dwindling natural resources, this sector emerges as a beacon of hope, offering viable solutions and showcasing a plethora of technological advancements and burgeoning investment opportunities. This blog post delves into the anticipated trends and transformative developments poised to shape the renewable energy landscape in 2024, reflecting a dynamic field that is rapidly evolving in response to the world’s pressing environmental and energy needs. ...

Renewable Energy Investment Trends

... 2. Expansion of Green Bonds and ESG Investments

The market for green bonds and Environmental, Social, and Governance (ESG) investments is anticipated to experience significant growth in 2024. This trend is indicative of a broader shift in the investment community towards sustainability and social responsibility. Investors are increasingly seeking opportunities that not only provide financial returns but also contribute positively to environmental and societal goals. This growing interest is likely to lead to more innovative financial products in the green bond and ESG sectors, offering diverse opportunities for investors to engage with and support sustainable initiatives worldwide. ...

Consumer Trends and Awareness

1. Growing Consumer Demand

In 2024, the rise in consumer awareness and demand for renewable energy will likely be more pronounced. Driven by heightened awareness of climate change impacts and a surge in sustainable living practices. This shift is leading to more informed purchasing decisions, where eco-friendly and renewable energy options are preferred. Social media and influencer campaigns are further amplifying this trend, spreading awareness and encouraging sustainable lifestyle choices. Consequently, consumer preferences will increasingly influence market dynamics, prompting companies to adopt greener practices and technologies, and urging governments to implement more supportive policies for renewable energy. ...

Conclusion

As we approach 2024, a landmark year for the renewable energy sector, we are witnessing emerging trends in the energy sector that are pivotal in shaping a more sustainable, energy-efficient, and environmentally conscious future. This pivotal moment marks a crucial shift towards embracing renewable energy as a core component of global energy strategies. It reflects a collective realization of the urgent need to address climate change and resource sustainability, encouraging innovative solutions and fostering a deeper commitment to preserving our planet for future generations.

BECIS is a sustainable energy solutions provider, partnering with experienced providers of Energy as a Service (EaaS) solutions. We offer a range of services, including solar energy, bioenergy, cooling, waste heat recovery, and energy analytics. Our tailored solutions help companies achieve their renewable energy goals, contributing to a cleaner and resilient energy system. Contact us today to learn more about our services."

[hedgehog 100] 16/1/2024 17:58

26/09/2023 06:00 UK Regulatory (RNS & others) Newmark Security PLC Final Results LSE:NWT Newmark Security Plc
" ... Our record in repairing and upgrading customer doors rather than replacing them has continued to be an advantage. All of our service engineers have been security cleared to BS7858, the UK standard for vetting of people employed in the security sector, and this coupled with our 'Repair-not-replace' mentality, continues to strike a positive chord with our customers, particularly those with larger national estates. In the last year, we added a further 200 doors and now provide call-out support across over 2,000 doors, representing a substantial national footprint.
This market continues to be a strategic priority for Safetell, with autodoor servicing in the UK estimated at twice the size of Safetell's traditional markets. Our challenge in FY24 will be to gain a critical mass of contract volumes to support a more efficient scaling and deployment of our service team at competitive margins. ..."



NWT's 'repair-not-replace' ethos for autodoor servicing looks like a winning approach, for both customers and investors.

And one which builds on NWT's very long-standing and strong commitment to sustainability:-


"How we are challenging ourselves to be even more sustainable…

Marie-Claire Dwek
CEO for Newmark Security

20 February 2020 1 min read

Thought leadership

Sustainability has been front of mind at GT Clocks for decades. We build products that last and platforms that can reduce a building’s energy consumption. But clearly, we are not doing enough. Although the effects of human-made climate change have been felt throughout the world for many years, the horrifying devastation seen in Australia seems to have made the world sit up and take stock.

Davos 2020 has already been and gone this year. Listening to the various speakers, while there are many advocates for change, progress needs to be faster. As we await sweeping reform from our governments we, as both business leaders and citizens, must look internally and improve where we can. We are responsible for our behavior and what we represent as organizations.

This is what GT Clocks have been doing:

For all products we carefully consider how power consumption can be minimized during the design, influencing the choice of components and architecture. Fundamental to the system architecture design of any product is the ability to monitor, diagnose and remedy issues remotely. This reduces and offer negates the need for unnecessary engineer site attendance and related carbon emissions. At GT Clocks we have a strong track record of maintaining compatibility with our legacy products so as software moves on there is no necessity to replace existing hardware.

With both staff and customers throughout the world, travel is an inevitable part of doing business. As well as choosing rail travel where possible, we have recently invested in improved online business communication tools further reducing fossil fuel consumption.

This is what GT Clocks are doing next:

We have recently launched an internal project to investigate energy efficiency at every level within our business. We are reviewing all vendors and analyzing the footprint of our entire supply chain. Finally, for now, we are researching an offsetting program connected to our industry and would welcome engagement from local organizations looking for support in this endeavor."




And from the spring of 2023:-

"Insights
Safetell Commits to Carbon Reduction with Achilles Certification

... Newmark Security knows how important it is to implement and maintain high standards of CSR and always looks at how we can be in constant improvement mode regarding sustainability. That runs throughout the whole business, right from the leadership of Newmark to our subsidiary businesses, Safetell and Grosvenor Technology. ...

Customer relationships

One of the primary benefits of carbon reduction for businesses is improved customer relationships. Customers are more aware than ever of the environmental impact of businesses, and want to work with companies taking steps to reduce their carbon footprint. By reducing carbon emissions, we are signposting our commitment to a cleaner environment and our status as a responsible partner and supplier.

In addition to improving customer relationships, reducing a business’s carbon footprint can also help to attract new businesses. Companies wanting to partner with new vendors often look for those who share their commitment to sustainability. By reducing their carbon footprint, we are not only demonstrating their commitment to the environment, but also our commitment to responsible decisions.

We’re also seeing a commitment to carbon reduction becoming a vital part of the tendering process. Private and public businesses understand how important reducing carbon footprints is, so we increasingly have to demonstrate our commitment to carbon reduction when bidding on new projects.

Saving money and energy

Carbon reduction is an important method for businesses to reduce their energy use and save money ..."

[hedgehog 100] 16/1/2024 15:52

Safetell's website has just put a further four new articles on automatic doors at the top of its "Insights" section:-

"Insights
Keep up to date on our product news, business announcements and industry-related content on how to effectively and efficiently secure and maintain your organisation."



"Automatic Door Not Opening
11 January, 2024
An automatic door not opening can be a particular headache limiting access to your building. Wear and tear, accidents, weather and the passage of time can all take their toll on your automatic doors. They may develop problems that interfere with their operation. ..."


"Commercial Door Repair Service
11 January, 2024
... Some of the operational issues to look out for include:
• Slow or inconsistent operation ...
• Noisy operation ...
• Safety Sensor Failures
• Worn or Damaged Component
• Control Panel Malfunction
• Faulty Wiring
• Physical Damage ..."


"What is BS EN 16005?
12 January, 2024
BS EN 16005 is a set of guidelines that have been developed to ensure the safe installation and operation of powered pedestrian and commercial doors. ...
Regular automatic door maintenance should be carried out to ensure that they operate safely and efficiently. BS EN 16005 must be complied with in full to ensure legal obligations are met and the safety of users is assured. ..."


"Automatic Door Installation
12 January, 2024
Do you need an automatic door installation service? Call Safetell now to see how we can offer packages of exceptional value for money – something that gives us an edge over our competitors. ..."

[smithie6] 15/1/2024 15:05

..oops...wrong thread. Removed.

[hedgehog 100] 15/1/2024 12:33

The "optimal choice" HCM stock tipped in today's ADVFN article, i.e. Paychex (NASDAQ:PAYX), has been featured on this thread previously, and speaks with Grosvenor Technology on a regular basis.

From NWT's latest Investor Meet Company presentation video, 26th. September 2023, Questions & Answers segment:-

Q5: "Do you expect to add new HCM software partners in the US as customers in FY 2024? Is Paychex already a customer?"

A5 (NWT CEO Marie-Claire Dwek): "We're continuing to onboard customers. We've onboarded a couple of new customers this year, and that's part of our growth project. And we're speaking with Paychex on a regular basis."




Smithie,

Soaring revenues & profits have an excitement all of their own.

But the product itself doesn't have to be particularly exciting to be a great investment, and indeed the reverse is often the case.

"AAII Journal - January 1997
The Peter Lynch Approach to Investing in "Understandable" Stocks
By Maria Crawford Scott
... Lynch says he would rather invest in "pantyhose rather than communications satellites," and "motel chains rather than fiber optics." ..."

[hedgehog 100] 15/1/2024 10:56

"Why It’s Great To Invest In Human Capital Management Solutions

By ADVFN NEWS

PUBLISHED: 15 Jan 2024 @ 09:43

The severity of the COVID-19 pandemic was unexpected, prompting government leaders to impose hard lockdowns globally. It limited business transactions and capacity, which led to massive losses and sudden shutdowns. It took quite some time for businesses to recover as restrictions eased.

Even so, it has regained its footing as many companies reopened and rehired employees.

On a lighter note, these unprecedented events opened many surprising business opportunities regardless of size. Many business owners realized their company could survive even if employees worked at home. This discovery led to the rise of remote work flexibility. And even if many businesses have already implemented return-to-office policies, hybrid work setup is now a popular trend.

Amid all these, human capital management (HCM) solutions have become a staple for most companies. Entrepreneurs heavily rely on HCM’s functionalities to enhance efficiency and precision.

Unsurprisingly, many SMEs, startups, and large corporations are investing in HCMs, and many investors are drawn to HCM stocks. As such, this article will explain why it’s cool to invest in HCM stocks and list down the best companies for dividends and value. ...

Why HCM Solutions Are Business Staples

The pandemic prompted many businesses to operate at a limited capacity. But it was also a pleasant surprise for many employees as it allowed them to work from home. However, it did come with particular challenges.

For instance, business owners had to ensure employee productivity despite lower monitoring capacity. And even employee monitoring software could not do everything at times. Payroll management and workflow optimization have also become challenges they had to address.

Even so, the gradual economic recovery and government support allowed the business sector to rebound. And even if restrictions have already eased, employers and employees still favor hybrid work. ...

Why Investors Must Consider HCM Solution Stocks

HCM solution stocks are attractive today, given the high preference for hybrid and remote work setups. HCM solution companies enjoy high demand as the digital revolution continues to peak.

These solutions are transforming the labor market. They are crucial for boosting employee retention and ensuring efficient payroll and workflow management in the era of hybrid work.

In addition, remote work is deeply tied to high travel demand. The pent-up demand in the industry remains high and is poised to fully recover in 2024. Winter and spring travel expectations are still rosy, even if the autumn hype has already ebbed.

Lastly, the HCM solution industry does not face overcapacity, unlike many other industries. The number of providers is still limited, so demand elasticity is low. There are few substitutes, and competitors maintain product differentiation. Publicly traded companies enjoy much higher demand, propelled by their popularity and huge market presence.

All these three factors contribute to the sustained growth and expansion of HCM solution companies. As inflation decelerates, you can expect higher revenues with manageable costs and expenses. ...

Pecking Orders

As for pecking orders, these are our top stock picks in the HCM industry. ...

Concerning fundamentals, Paychex (PAYX) appears to be the optimal choice. It has a decent revenue growth of 5.9%. ...

Its operating leverage decreased from 50% to 48%, showing better management of variable costs. Indeed, the company keeps efficient asset management to cope with cost pressures.

Automatic Data Processing, or ADP, ranks second. This firm is one of the largest publicly traded HCM solutions companies.

Growth appears relatively limited lately, but it capitalizes on business expansion, matched with efficiency to generate more sales ...

Paycom (PAYC) is our third pick. It is the smallest company among the three, but its expansion in recent years helped it go head-to-head with much larger firms.

Its operating revenue is still quite lower than the other two, but the 27% YoY growth is remarkable. ...

As for sustainability, all three companies show very high liquidity levels. The low and negative Net Debt/EBITDA Ratio indicates adequate cash reserves and impeccable core earnings. These are enough to cover all its borrowings. These companies can cover all borrowings in less than a year.

Concerning their valuation, all stocks appear to be much cheaper than their five-year average. PAYC had the most notable decrease in PE Ratio for five years. However, PAYX remains the most affordable among the three. Its difference from ADP is still very low, though.

Lastly, if we analyze the stock price movements over the past decade, all three stocks had double-digit annual returns. They even exceeded the S&P (SPX) average, which their lower sensitivity to macroeconomic shocks can drive. ...

Bottomline

Human capital management, or HCM solutions, are becoming more popular today as the digital revolution peaks. Companies capitalize on them to enhance efficiency, reduce employee turnover, and generate more earnings.

So, it’s no wonder the HCM industry is expanding with sustained revenue growth ..."

[hedgehog 100] 13/1/2024 22:20

The forthcoming brokers-analysts note-report on NWT should also mention the NWT's 2025 Growth Strategy, which seems to be succeeding admirably:-

26/09/2023 06:00 UK Regulatory (RNS & others) Newmark Security PLC Final Results LSE:NWT Newmark Security Plc
" ... We are already benefitting from the execution of our 2025 Growth Strategy and will continue to build a greater proportion of recurring revenues in the year ahead.Our Physical Security Solutions division, Safetell, is also now well-positioned to make a greater contribution to this strategy, by growing its services to achieve national scale efficiencies as well as optimising its product portfolio and improving its competitive position with broader manufacturing and supply chain options. ...
The year has been a clear illustration of the value of executing on our 2025 Growth Strategy, evolving our business model to hardware-enabled software and services. By connecting devices to deliver secure cloud-based control via our newly upgraded and re-launched software, GT Connect, we have been able to offer customers and partners enhanced services attached to every connection, and this now includes third party devices for the first time.
These developments mark a major strategic milestone for Grosvenor, unlocking enormous market potential across a broader range of connected devices, as well driving another substantial increase in recurring revenues, as we continue to build steady, predictable income streams across a fast-growing base of customers and partners. ..."


"Newmark Security presents at the Proactive One2One Investor Forum - October 26th
Published: 14:08 02 Nov 2023
Sergio Braga-Mullin
... Dwek celebrated 2023 as a pivotal year, marked by the firm's return to full-year profitability and the successful launch of their strategic cloud platform, GT Connect.
Looking ahead, Dwek expressed confidence in achieving their 2025 growth strategy, emphasizing the firm's increasing recurring revenues and preparation for a more robust 2024."


From the inside front cover of NWT's 2022 annual report & accounts:-
"Our mission is to protect human capital in safe spaces by creating trusted ecosystems in the workplace using best-in-class security products enabled by SaaS based cloud control and enterprise-class services.
With our 2025 strategy firmly in focus, we continue to take bold steps to achieving our goals, demonstrating resilience to global impacts, a long-term sustainable business model and a strong will to win.
Marie-Claire Dwek, CEO"




And 2025 is now under a year away, with NWT's 2024-25 financial yr. (ending 30.4.25) starting in just a few months.

In NWT's year ending 30.4.2015, NWT made pre-tax profit of £2.252M. on turnover of £22.85M., and it should be quite possible to surpass these numbers in its year beginning on 1st. May 2024.

But this time round, with a much greater proportion of recurring revenues, and with a correspondingly higher rating.

The COVID-19 pandemic etc. understandably hit NWT earlier this decade, but the company has weathered the storm superbly, with the return to profit last year, and indeed is now benefitting from pandemic-stimulated transitions (remote-monitoring, touchless technology).

And as such the company is now a quite superb recovery-growth-value-takeover play all rolled into one.

[hedgehog 100] 13/1/2024 12:33

NWT has been playing a long term game here, now coming to fruition, and an example of this is its share price consolidation a little over two years ago.

From an old NWT thread:-

Hedgehog 100 19 Jan '23 - 13:32 - 5186 of 5264 Edit 0 0 0

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

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. ..."




The forthcoming brokers-analysts note-report on NWT, which will accompany its interim results on 25th. January 2024, will be a beneficiary of this consolidation.

I.e. the headline NWT share price, at the top of the note-report, should be c. 80p+, rather than c. 1.6p+.

This will rightly help to distinguish it further from the plethora of penny shares with very low share prices.

And should certainly help to give a more favourable impression when being distributed to the press etc.


The consolidation has also helped to make NWT's impressive share price performance more apparent.

NWT's c. 147% rise since the start of 2023 (33p to 81.5p), if it was priced as a rise from 0.66p to 1.63p (its equivalent in 'old money'), wouldn't really sound or seem as much, even though it would be the same in percentage terms.

[hedgehog 100] 12/1/2024 12:22

Thanks Jon & Dab, I appreciate that.

And as you know Dab, I'm a big fan of your own postings on NWT: the number of times I copy them to here is a clue! So thanks and well done from myself too!

No one investor tends to see-know everything re a stock, so what's good about an open, information sharing forum is that different investors can help to 'fill in the gaps', giving a more complete picture.

So we make a good team, you & I.

E.g. it's certainly useful to have your close contact and communication with the company.

But it can also be useful to have a more 'arm's length' shareholder, like myself, giving a more completely 'outside' view.



And what's revealing about NWT, Dab, is that you & I typically wouldn't invest in the same sort of shares.

You tend to go for larger, more established companies than myself; whereas I tend to go for lower market cap. companies with potentially more upside.

But NWT, perhaps uniquely, straddles the nexus between these two types: i.e. the safety & stability of a more established company, combined with the vast, mega multibagging potential of some very low cap. stocks.

So the fact that we're both well-invested here as committed, long term shareholders shows what a wonderfully special opportunity this is.

[dab2] 11/1/2024 22:26

You post hugely insightful content Hedgehog. Whilst I don't post regularly on ADVFN I pop in to take a look every so often. Thank for your contributions, Whilst I've conducted my own research, spent time with Marie-Claire and read everything I can whilst building my 3.2% stake in the business - you still come up with content and thinking that is incredibly valuable. Thank you!

[jonthetourist] 10/1/2024 16:00

Hi Hedgehog

Just wanted to say I appreciate your posting style, and willingness to share your well-argued thoughts. Yo make a persuasive case for investment here. Which is great, as I hold.

Cheers

Jon