Newmark Security Share Discussion Threads

[smithie6] 26/1/2024 14:12

Good point.

----

Where is Hedgehog to sing the praises of NWT ?
Has he been run over ?!

..he wrote that the automatic door section was going to make multi million pound profits !

[russman] 26/1/2024 06:32

"It has been another successful period for Newmark"
It reported a loss, not a success in my book!

[davidosh] 25/1/2024 19:02

Smithie..Time Finance TIME had excellent interim results out today and are on course for beating their full year forecast. I think you will have a far tougher challenge with that gauntlet you threw down on the BB there.

[smithie6] 25/1/2024 16:44

Hedgehog
NWT share price down 18% today

...looks like MFX won the share price competition of MFX vs NWT !!

;-)

[smithie6] 25/1/2024 12:53

If someone could tell me when the 2 Dweks have departed I might take a second look.....until then it looks like it might just stumble along....going nowhere....with £5m of bank debt stuck to its back !!
----

The H1 report claims '£8m of assets' ?!
I make it £0m of real assets !

Too much spin in the accounts imo.

[smithie6] 25/1/2024 12:52

Hedgehog

90p to sell yesterday..
~70-73p today

Can you put some spin on that ?

What was it you said...
"Safetell....multimillion profits !!"

Wharghhh !!

[fft] 25/1/2024 08:11

Bprift. We are now 3 months into H2 but it says that Q2 was profitable and it expects that to continue into H2. Q3 is nearly complete so it should already know if that trend has continued !! It could have given a Q3 update saying that it expects revenue will be xx higher than Q3 last year etc.It is totally typical of mgmt approach. Looking forward to HH version of this. And the promised broker note.

[bprofit] 25/1/2024 07:59

It does include an update on current trading in the section titled current tradingCurrent tradingThe Group returned to profit after tax in Q2 FY24 after a strong trading performance and it expects this trend to continue into the second half of the financial year. The Group's existing financing facilities are sufficient to execute its current plans and both divisions are anticipating stronger sales in the second half, supported by a good spread of public and private sector contracts. As such, we expect both divisions to achieve FY24 revenue growth despite the loss of the UKG contract in FY23.

[seangwhite] 25/1/2024 07:43

With Marie in charge it is really a private company with a compliant and lack lustre BOD.

[fft] 25/1/2024 07:41

As usual, no update on current trading. They are 3 months into H2, but nothing beyond verbiage that could have been written at the end of last October. I have emailed them before about this lack of news for investors. I don't believe they want to be a listed company and should take it private.

[smithie6] 24/1/2024 21:50

Hedgehog wrote

"for just one of NWT's subsidiaries (its smallest subsidiary), has multi-million pound profit potential. ..."

...while that subsidiary has a turnover now of ~£4m & is probably at around breakeven, especially if pay a part of HQ & listing costs.

...to claim that a subsidiary that has had a chequered unstable past, with sales up & down...
...has multimillion pound profit potential

...is just useless mindless ramping.
No justifications. No reasons. No timescale (eg. 20 years !!)

Hedgehog's posts, 0/10
...mostly just empty ramping imo

If he makes any good points....who can be bothered to filter thru the endless ramping to try to find any valid/useful points.

[hedgehog 100] 24/1/2024 21:14

Recent Share Trades for Newmark Security (NWT)
Date Time Trade Prc Volume Buy/Sell Bid Ask Value
24-Jan-24 16:13:32 92.00 2,585 Buy* 84.00 92.00 2,378 O
24-Jan-24 15:08:52 89.86 1,330 Buy* 83.00 90.00 1,195 O
24-Jan-24 13:34:22 89.80 5,000 Buy* 83.00 90.00 4,490 O
24-Jan-24 12:52:37 86.11 2,600 Sell* 83.00 90.00 2,239 O
24-Jan-24 12:14:47 85.87 6,300 Sell* 83.00 90.00 5,410 O
24-Jan-24 11:43:41 86.11 2,000 Sell* 85.00 90.00 1,722 O
24-Jan-24 11:43:30 89.80 5,000 Buy* 83.00 90.00 4,490 O
24-Jan-24 10:18:38 85.88 1,171 Sell* 83.00 90.00 1,006 O
23-Jan-24 10:36:27 87.00 10,000 Unknown* 80.00 90.00 8,700 O
23-Jan-24 10:36:26 87.00 -10,000 Unknown* 80.00 90.00 -8,700 O


So a lovely move into the 90s today for NWT, ahead of its interim results tomorrow: up 5p (5.8%) to 91p (90p - 92p), on 25,986 NWT shares traded.

Which is a new seven year high (consolidation-adjusted).

100p is now within touching distance: just one good day could day could see it breached.

And above 100p there looks to be little chart resistance until about the 150p level:-




Remember that it's also Burns Night tomorrow, so a wee dram or two of the 'water of life' could be well in order for NWT shareholders.

Though I may well also have a G&T: which seems only fitting, to toast the success of GT Clocks in America, LOL!

And in the meantime, please enjoy this quite delightful display of Scottish music and dance, to help get you in the mood:-

[hedgehog 100] 24/1/2024 18:41

Hedgehog 100 17 Jan '24 - 15:16 - 310 of 328 Edit
" ...Automatic doors are just one area of business, for just one of NWT's subsidiaries. ...
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. ...
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. ..."


Smithie6 23 Jan '24 - 21:34 - 328 of 328
0 2 0
" ... 2) you also posted that the sliding doors division would produce multi million pound profits in the future.
When it is currently a minor player in the sector I think. And it's turnover in automatic sliding doors is currently pretty negligible I think. ..."


No Smithie,

I absolutely DID NOT say that it WOULD.

I said that it COULD POTENTIALLY which is very/subtly different.

If you can't understand the difference between the words "would" and "could", &/or can't notice subtle differences in wording that have very different meanings, then it suggests a lack of literacy &/or powers of observation. Neither of which would reflect well on your ability as an investor.


Note that NWT (Safetell) now provides call-out support across over 2,000 autodoors, which is sizeable but not huge, so an ideal base from which to grow very strongly.
They have a proven autodoors servicing-maintenance track record, but have only relatively recently started to aggressively target this market for expansion with new national-scale relationships.

In comparison, the UK market leader Record UK is responsible for over 32,000 autodoors, and has annual revenue of over £41M., from which it made c. £2.4M. pre-tax profit last year.

So I'm talking about the autodoors POTENTIAL here for NWT.


Look how NWT's management have successfully grown its HCM business in America.

From the bar graph on page 12 of NWT's annual report & accounts for the year ended 30.4.22:-
"Five years of consecutive revenue growth:
HCM in North America: £m"
2017: £0.9M.
2018: £1.2M.
2019: £4.0M.
2020: £5.9M.
2021: £6.5M.
2022: £8.7M.




If you can't understand that a business can grow very strongly over time, by many multiples, then why are you even bothering to look at a growth opportunity like NWT?


Similarly, the clearly humorous intent of my Doors post on Sunday should have been obvious to anyone who is not as thick as pig s--t.
So for you to make such a stupid fuss about it is just f-----g moronic.


Your favourite share, MFX (Manx Financial), has fallen by 34.44% since 21st. March last year (from 28.6p, 21.3.23 to 18.75p today) while you've been holding it, and frenetically posting about it.

Whilst NWT has risen 78.43% during the same period (from 51p, 21.3.23 to 91p today).

Envy can be a very powerful emotion, Smithie, and you simply exude it in your behaviour on this thread.


And in conclusion, I have just filtered you, because you're not saying anything of interest or use here:-

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[smithie6] 23/1/2024 21:34

1)...you are a bit off your trolley perhaps imo.

One of your recent posts was some rubbish comparing NWT with songs from The Doors.

2) you also posted that the sliding doors division would produce multi million pound profits in the future.

When it is currently a minor player in the sector I think. And it's turnover in automatic sliding doors is currently pretty negligible I think.

[hedgehog 100] 23/1/2024 17:54

Smithie,

Where's the evidence that my NWT posting isn't balanced?

It's very bullish, certainly, but that doesn't necessarily mean that it's not balanced.

Let me give you an analogy.

Supposing Manchester City, the treble winners, were playing a non-league team in the FA Cup: would you expect the commentator to say that each side was as good as each other? Of course not! But that doesn't mean that the commentary wouldn't be balanced, i.e. fair and accurate.

So my posting on NWT is simply fairly and accurately reflecting the very exciting and bullish prospects here.

And I'm providing investors with a very useful and helpful service here, by clearly setting out the investment merits for them to consider.

In addition, don't you find it rather strange that Pldazzle apparently seems so upset about a share of his c. trebling in value since his previous posting here? When most people would surely be ecstatic, especially in bad markets like these?

So I suspect that his shareholding in NWT is relatively insignificant, and that what he is really angry about is at largely missing out on a huge rise here by not adding massively at the lows. A case of 'shooting the messenger', i.e. myself, for the message.

He also frankly comes over as rather pompous, and indeed humourless: as my having a bit of fun with my Doors post on Sunday seemed to be the trigger for his filtering me.


Now back to the topic of NWT itself, which is what I would prefer to focus on.

Today's NWT volume of 59,500 NWT shares traded is by far the highest since its rise from c. 50p started in latter November, with a series of quite big 10,000 share buys.


Recent Share Trades for Newmark Security (NWT)
Date Time Trade Prc Volume Buy/Sell Bid Ask Value
23-Jan-24 16:18:27 90.00 250 Buy* 83.00 90.00 225.00 O
23-Jan-24 16:02:16 85.65 5,000 Sell* 83.00 90.00 4,283 O
23-Jan-24 15:01:45 89.23 5,000 Buy* 83.00 90.00 4,462 O
23-Jan-24 12:52:59 88.77 10,000 Unknown* 83.00 90.00 8,877 O
23-Jan-24 12:23:51 88.00 10,000 Unknown* 83.00 90.00 8,800 O
23-Jan-24 12:54:57 89.23 5,000 Buy* 83.00 90.00 4,462 O
23-Jan-24 10:36:26 87.00 10,000 Unknown* 83.00 90.00 8,700 O
23-Jan-24 10:29:40 84.19 5,000 Sell* 83.00 90.00 4,210 O
23-Jan-24 10:17:23 84.18 4,000 Sell* 83.00 90.00 3,367 O
23-Jan-24 09:00:00 84.12 5,000 Sell* 83.00 90.00 4,206 O





Which, coming after the strong NWT rise (currently 86p), and with just one trading day before NWT's interim results on 25th. January, is I believe cause for encouragement.


25th. January is of course also Burns Night, so could we perhaps have a double reason to celebrate?

And I wouldn't want you to get 'caught with your kilt down' Smithie!

[smithie6] 22/1/2024 08:20

Pidazzle criticises Hedgehog for endless daily ramping of this share, with one sided unbalanced posts.

Well said.

[hedgehog 100] 21/1/2024 13:42

LOL, hope you enjoy reading a virtually empty thread, Pldazzle!

I'm the one posting virtually all the NWT research and analysis on ADVFN: including copying with thanks the regular excellent Dab808 contributions from LSE.

And I won't bother filtering you because there's virtually nothing to filter.

[pldazzle] 21/1/2024 13:38

h100 - there's none so blind as those who won't see. Filtered and good riddance.

[hedgehog 100] 21/1/2024 12:17

""Completely off your trolley" ?"


LOL, Smithie, well so were Van Gogh and Nietzsche, so I'm in good company.

And I would prefer that to being an embittered, envious, thicko.


As regards your proposed 'competition end date' of end of June 2024: basically what you're saying is that you view MFX as a shorter term trade, of which there are potentially hundreds on AIM at any one point.

NWT in contrast could be one of the all-time great growth stocks, still available for a comparative pittance.

So they don't really compare, do they.


And in any case, NWT was just 59p when you started posting on this thread, bearishly, on 7th. December last year:-


So that's the starting point from which to count your NWT assessment, isn't it.

[smithie6] 21/1/2024 11:30

Hedgehog, let us have a little competition.

Your share against 'mine', MFX.

Using the mid price.

Starting at
MFX 19p
NWT 84p

Competition end date, end of June '24.

[smithie6] 21/1/2024 11:28

..which group was it that did the song

"Completely off your trolley" ?

[hedgehog 100] 21/1/2024 10:48

Hedgehog 100 4 Oct '23 - 19:10 - 194 of 317 Edit 0 0 0
""Our mission is to protect human capital" ... so you might even stylise NWT as 'a human league'. ..."



NWT's noteworthy rise to 84p this week, combined with some copious autodoors posting, has prompted some more 'stock-&-roll' analysis from myself.

This time using 'The Doors Greatest Hits' - to help illustrate NWT's investment credentials:-



Track listing, Side one:-

1. "Hello, I Love You" (from "Waiting for the Sun")
- Savvy investors discovering NWT for the first time.

2. "Light My Fire" (from "The Doors")
- NWT anticipating a long-overdue press tip.

3. "People Are Strange" (from "Strange Days")
- NWT sceptics.

4. "Love Me Two Times" (from "Strange Days")
- NWT's TWO quality subsidiaries: Grosvenor Technology & Safetell.

5. "Riders on the Storm" (from "L.A. Woman")
- NWT's skilful navigating of some rough market conditions recently.



Track listing, Side two:-

1. "Break On Through (To the Other Side)" (from "The Doors")
- NWT powering towards the 100p+ level.

2. "Roadhouse Blues" (from "Morrison Hotel")
- Misery at missing out on NWT.

3. "Not to Touch the Earth" (from "Waiting for the Sun")
- NWT's rocket-like trajectory.

4. "Touch Me" (from "The Soft Parade")
- Problem addressed by NWT's touchless technology.

5. "L.A. Woman" (from "L.A. Woman")
- Marie-Claire's 'California chic'.