Newmark Security Share Price (NWT)

NWT's trading update should be here in the next week or two. Here's my summary of what I would like to see:

Trading 2H and fully year 25/26 - I’d like to see the term record 2H trading revenues, and EPS expected to exceed 11.7p.

Outlook - Commentary that 1H 27 will deliver a return a positive EPS and that the business remains in strategic growth mode, underpinning our earnings position.

Strategic Review - A statement regarding the outcome of the strategic review and that costs have already been cut.

Shareholder Value - It would be good to read that the board will be focusing how shareholder returns can be maximised through further cost control, and a phased plan for debt repayment/cashflow management, whilst focusing more attention on the benefits of share price appreciation, share buy backs or re-instating dividends.

So Thalassa have increased their stake adding another 1% from their last disclosure. This is an interesting move given they picked up their previous shares at around the mid 60's. This latest purchase must have come in at between 96-105 (there was a big transaction yesterday at 97 but they will have added at another time without having to disclose). I guess the market maker has again been filling their order so the price is a good one. It is great to see them buying in at this level, it suggests (in my view) that they still see significant upside value at these levels. In fact, we all see the significant value opportunity, and the company has gone far as pointing out the value that is coming at the last results. But until the next trading up date or news it looks as if it remains a waiting game.

Despite world turmoil, NWT will be continuing to roll out it's HCM clocks, biosecurity hardware and physical security to improve company human capital management and keep employees safe. And more importantly, it'll be making a healthy profit (given the forecast) along with a small boost from dollar strength returning.

It is a shame we have not yet had an update on the strategic review for Safetell and Access Control, I was very much hoping an update would fill the gap between 1H results and the trading update in May to keep news flow coming and investors interested. The gap in news flow can often be too long and we can see investors becoming impatient with chunks of stock being sold when we really ought to be attracting more buyers than sellers. As it stands my prediction of us heading for 150p isn't looking like happening before any update (nothing to drive any move), which is why I am really keen we make one.

So sorry folks, keep holding in there.

A good article. With a strong 2H forecast we're likely to see more coverage like this very soon.

https://ca.finance.yahoo.com/news/weakness-newmark-security-plc-lon-074741769.html?soc_src=social-sh&soc_trk=tw&tsrc=twtr

This is great appointment and it completes the board and renumeration committee transformation that was committed to, ahead of the October AGM.

With two new independent directors and the changes to the renumeration committee, the business can be viewed in a different light. There were those 'investors' that felt that the business was more of a family concern and therefore less investible. These changes demonstrate that the business continues to transition into a company that is highly investible through the changes to the corporate structure and the improving financials and fundamentals.

The next two RNS's I see coming will further enhance the viability and market cap of the business. The strategic review announcement of Safetell and Access Control is likely to be a catalyst for further profit enhancements (this has now been underway a while so must be coming soon) and then the trading update in May is likely to confirm that we'll have had one, if not the best, six months trading in our history for revenues and profits with a scene set for further good numbers.

GLA & DYOR + buy more before the price rises :)