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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"
https://newmarksecurity.com/company-insights/
NWT has again just significantly refreshed and updated its website (having previously done so in December).
And it again it looks an improvement to me: a bit better organised, with some good new material, and very clean & fresh looking.
It also has links to the Grosvenor Technology and Safetell websites, which it didn't previously.
Here's a sample of some of the new material:-
"To the Investor
We know that as an investor, you’re looking for opportunities to grow your portfolio and maximise your returns with recurring growth. Newmark Security consistently delivers such an opportunity. We provide a sound investment for the present day with an increasingly strong position in the future as demand substantially grows.
Our wide range of cutting-edge products provide secure cloud control of personnel access, time keeping and identity data at work while maintaining a seamless operation, entirely safe environment with tightly secured data.
Our experienced, highly-skilled team of specialists develop our devices, software and the supporting services that elevate our offering over and above others on the market.
It’s their depth of knowledge that means we know our markets very well, and we really do understand the needs of our customers and their industries.
Newmark Security plc
Five Minute Pitch TV"
https://newmarksecurity.com/
Nice to know that NWT listen to investor feedback; I posted this here in February:-
Hedgehog100 Posts: 3,038 Price: 46.00 No Opinion
RE: Social Media (lack of) 8 Feb 2023 18:38
" ... Though I still can't see any links from NWT'S website to GT's & Safetell's."
https://www.lse.co.uk/ShareChat.html?ShareTicker=NWT&share=Newmark-Security&page=7
"Introducing Newmark
Hear from Marie-Claire Dwek, CEO of Newmark Security plc as she provides an overview of the business:
Newmark Security plc"
https://newmarksecurity.com/
NWT's new 'five minute pitch' to investors is very impressive & persuasive.
It conveys that the company is entering 'a whole new ball game', to become a really 'big hitter'.
Here are some extracts:-
"When you visit your office next, or log on to Wi-Fi at your local cafe, ask yourself: how safe is my personal data, and is it in safe hands? How compliant is the organisation, and how is my personal identity being protected?
Newmark Security Solutions Group combines hardware, software, and services. ...
We are cash-generative; operating with high margins: 50% on hardware, and MUCH more on software. ...
We are seeing rapid growth within the HCM Division, and three quarters of the Group's revenue is in this area. ...
Security has moved up the corporate agenda with employers highlighting duty to protect employees and visitors. The same can be said for data compliance; it's a key driver for growth in our business. Across the business world there is a large security and compliance vulnerability; and that is open between physical and digital worlds. Data legislation has strengthened around the world, and organisations need to make sure they are compliant, with sensitive data travelling between devices, buildings, and company systems. GDPR and its international equivalent is an issue for ALL organisations, with breaches and hacks becoming commonplace, and substantial penalties being issued here and in the US.
Newmark is well invested in a growth platform that is profitable, strategically focussed, and presents a FANTASTIC opportunity for investors. We believe we're entering the most exciting period for growth in Newmark's thirty-year history. With the rapid growth of our hardware-enabled enterprise-based offering, we are seeing increasing levels of recurring revenues with high margins. ...
Our vision is to build a business generating two - three times its current revenues in the next three - five years."
Nice post Hedgehog. A good video although we of course know most of this. It is great to have the CEO stating them for the record, we just need to ensure other investors find this. It's somewhat frustrating that there have been no RNS's this year on new contracts to back up these bold claims although I'm happy adding at these levels. My summary of the past 6 months is we have had little news about forward momentum. We're awaiting the results, which we know will show a good profit c£1m+ but it is the outlook which will be all important. It has also not been a bad period for the shares that have traded sideways with a stable price creating a good resistance around 50p. But I am hungry for a rise to the next level!
Thanks Dab.
Hardware-enabled SaaS (software as a service) can often be a better business than 'pure play' SaaS; this article explains why:-
"Hardware Enabled SaaS : Next generation of SaaS companies
Kumar Sparsh · Follow
Published in Unicornindia · 3 min read · Sep 23, 2019
(In this multi-part series we are doing a deep dive into the world of hardware enabled SaaS companies and see how this model is being used by startups in the real world to build tommorrow’s businesses)
Part 1 — The Context
There is no denying that we live in the age of subscriptions. Looking around we find everything from content to cars, from sofas to servers being offered to customers wrapped in a subscription model. Softwares is one such domain where the subscription model has majorly, if not entirely, replaced an outright sales model to the point that the word ‘SaaS’ has entered our day-to-day vocabulary. The growth that SaaS model has seen in the past few years is nothing short of remarkable. Garter estimates that Saas revenues for 2019 would be around $85 billion worldwide and would clock double digit annual growth in the years to come and if a wider definition of SaaS is used, these numbers are bound to be higher. But while these growth numbers are impressive, they might not be telling the entire story when it comes to the challenges that many early stage pure play SaaS startups are facing at the moment.
One of the factors causing these challenges is that it has never been easier to build a generic SaaS product. Cloud services have made setting up your own servers obsolete for almost all early and mid stage companies reducing barriers to entry. Talent to build such products is more easily available, which with each passing day is making it harder for companies to retain an edge on the basis of superior human resource. Such factors also reduce the capital requirements to reach MVP stage, which along with the availability of capital leads to number of SaaS startups growing much faster than the market, leading to overcrowding.
Even startups that are managing to differentiate themselves from the crowd and gain good initial traction are running into the problems of commodification of their product if there is a lack of defensible IPs or if it is not a technically complicated and hard to engineer product. Commodification risk for such startups is infact two-fold, first from newer startups that can move quickly to copy their market validated product and potentially undercut them. Secondly from bigger more established cash rich companies that, if they choose to not acquire, can leverage their established channels and brand value to rapidly capture the market. ..."
https://medium.com/unicornindia/hardware-enabled-saas-next-generation-of-saas-companies-aa84a0a4d293
"Hardware Enabled SaaS : Next generation of SaaS companies
... This is why we believe that Hardware enabled SaaS (HeSaaS), a model where hardware is an integral part of the SaaS offering, can be a logical evolution of the pure play SaaS model for many industries and use cases. HeSaaS manages to circumvent or minimize many challenges faced by SaaS startups. The hardware element acts as an anchor, helping in reducing customer churn by reducing the possibility of customers migrating away to a marginally cheaper or marginally better SaaS. HeSaaS startups doing outright hardware sales are further able to magnify the Lock In Effect. Talent to work on specialized hardware design is also tougher to find, which along with defensible IPs makes it tougher to directly copy the product and greatly reduces commodification risk. HeSaaS model also opens up new or untapped niche markets that couldn’t have been effectively served by a SaaS only model. Hence there has been a lot of interest in this space in recent years.
In the next parts of this series we would be looking at how HeSaaS companies from different industries are operating in the real world and what makes them tick.
Part 2 — Open App : A 21st century solution to a millennia old problem
Part 3 — NeuroEquillibrim : Helping you find your balance
Part 4 — PerFit : Future of 3D scanning
(We at Unicorn India Ventures are always striving to uncover different perspectives in life. We would love to hear your thoughts in the comments below. To hear more from us, follow @unicornIndia on twitter and follow our company page on Linkedin)"
https://medium.com/unicornindia/hardware-enabled-saas-next-generation-of-saas-companies-aa84a0a4d293
GT Clocks has just (since c. mid Sunday yesterday) significantly refreshed and updated its website.
It still looks very clean & fresh looking, and there's some useful new (at least to this NWT website) material.
E.g. some of the older articles have been removed; and some different articles (from the Grosvenor Technology website) have been added; e.g.:-
"Facial Recognition: How We Got Here"
https://gtclocks.com/insights/the-journey-of-facial-recognition-solutions/
"Paycor & GT Clocks: A Winning Formula for Workplace Efficiency"
http://gtclocks.com/insights/paycor-gtclocks-a-winning-formula/
Hedgehog100 Posts: 3,448 Price: 75.00 Strong Buy
Exponential Profitable Growth; The Innovators of Security 27 Jan 2024 18:11
"I've noticed that some of the material on NWT's website has just been refreshed, and here's a snippet that is particularly worth noting:-
"Through our dedication to providing exceptional security supported by beneficial value-add services, we are strongly positioned for exponential – and profitable – growth."
https://newmarksecurity.com/about/
Exponential profitable growth: that's as bullish as I've seen from the company - people who aren't known for their hyperbole - and it does highlight just how confident they are of the outlook here.
This heading on the home page is also new:-
"The Innovators of Security"
https://newmarksecurity.com/
This is a noticeably greater emphasis on the company's cutting-edge innovation: innovation which helps to distinguish it, and make it so special.
And it certainly seems sensible to emphasise this."
https://www.lse.co.uk/ShareChat.html?ShareTicker=NWT&share=Newmark-Security&thread=8AAC6816-552E-43E0-92D3-B2F73A1C97EC
The new refreshing of GT Clocks' website reflects the refreshing of NWT's Group website a month ago.
This is a strikingly bullish new heading on GT Clocks' home page:-
"We’re revolutionizing human capital management. Are you with us?
GT Clocks is your global partner in Human Capital Management. From SMBs to multi-national corporations, we deliver solutions with innovative hardware, software, and services. Trusted by top brands worldwide, our cloud-based software suite ensures maximum data security and precision in managing your most vital assets – your people and processes."
https://gtclocks.com/
From the home page of Grosvenor Technology's website: not a change, but an established section highlighting the revolutionary and transformative nature of the company's offerings:-
"Is it time to revolutionise your human capital and data management?
Are you ready to transform your human capital and data management for a smarter, more secure future? Unlock the full potential of your workforce and safeguard your success with Grosvenor Technology – a global leader in human capital management (HCM) solutions and access control.
As the demands of the workplace evolve, we are proud to lead the way with our responsive and reliable approach to security. We’re ready to face tomorrow’s world today."
https://www.grosvenortechnology.com/