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Marie-Claire has confirmed that the RNS with the date for the 1H results will be out this week. The results will be accompanied by an analysts note on the strategy and opportunities for growth.

Both are are suggestions of improvements we can make that Marie-Claire has supported.

I don't believe in surprising investors, it is not acceptable and naive just publishing results without a notification of when they will be published. So by getting the date out It allows us as investors to prepare for the results and might generate some coverage or trading activity. As we'll be on the radar for reporting companies. We'll get into investor calendars where we might pick up some interest from commentators, journalists or just interested investors.

The analyst's report will provide a more authoritative reference and summarise what is lost in the results publications and focus on the opportunity. I've not see the note obviously but I can imagine the picture it should paint based on my own understanding of where we are and where we are heading.

Like hedgehogs, provest's and fft100 ideas, if anyone has any ideas that might be useful to communicate to Marie-Claire please post them and I will happily share them in my future communications.

Great input Provest 2013. It would make a great case study if Primark are happy to be named. I will certainly mention to Marie-Claire.

We had coverage from Simplywall.st. Nice to final be noticed given recent gains and the annual gain of over 100%. As they state more to potentially come and as we all know the numbers are a little clouded by UKG. No one is pricing in the Safetell recovery either.

https://simplywall.st/stocks/gb/tech/aim-nwt/newmark-security-shares/news/further-upside-for-newmark-security-plc-lonnwt-shares-could

Hi Marie-Claire,

Just a quick note to wish you all the best at the conference today. It’s fantastic that you are in NYC promoting what we do.

You should not hold back in telling the audience what you’ve created and achieved in the US (as well as the UK/Europe obviously) and what you have planned. The strategy success is only just becoming visible to investors who are closer to the business. Whilst our valuation has doubled on the back of this, we have a market cap of under $10m, yet revenues are at $25m and growing alongside profits that are set to escalate. Given our margins and opportunities there are many more multiples to come as our success will become much clearer for wider investors in the next 18 months. Thus, the timing is perfect to be updating investors at this conference in the US about our business and our plans.

It looks an amazing conference, full of potential investors who will be looking hard to find the best investment opportunities in the sector. Tell them - we are the one! They and I will thank you for it.

All the best

David

Welcome martyh,

Frustratingly there are no forecasts but here is a slide worth looking at. https://x.com/00dab/status/1734941407431839919?s=20

The decline in the old Safetell business has masked the growth in Grosvenor Technology. The business looks like it is treading water at the top level but as this graph shows it is a very different story.

In January it became very clear that we have a very successful strategy in GT playing out. The price has risen from 30p in Jan to where we stand today, but this is still very cheap. This year has seen a turn around in Safetell (as per the final results of 22/23) so we are expecting both business to be adding to the bottom line for 23/24. Note that we also had an impact from UKG on 2022/23 and 1H 24 revenues, this will work through this year leaving us with what I believe will be a £2m+ profit in 24/25. This is all my own research. Please do you own. All the usual caveats etc. Happy to help with any questions.

Imperial Capital

@ImperialCapital

Imperial Capital is a Toronto-based private equity fund focusing on buy-out opportunities in the Canadian and U.S mid-market (EV's between $50-$300mn).

I'm waiting for the 'X' feed to start on the Security Investors Conference, I will then chip in with a few take aways for one of the presenting businesses 'Newmark Security'.... Let's see if we can drum up some attendees for Marie-Claire's session and shine some light on this amazing opportunity.

It has to be a bit frustrating for anyone wanting to take a big bite or even a small one given there is (currently) a lack of stock supply. We've moved up on very little volume from 50p to 65p on the back of around 50,000 shares. Sellers who might have previously sold into such a rise are clearly sitting on their hands given we are so close to the strategy coming through in the numbers. I'm not selling a share until we are 100p + and then not many, I expect many other long term holder might be doing the same. The opportunity to go so much higher will be a constraint for sellers. A take over is clearly the way to go if you really want to get in and you are big enough or perhaps you have to approach directly the holders of significant holdings an agree a price (250p +), as otherwise you are constrained to a 1,000 shares a time with the price moving up trade by trade.

It's a wonderful place to be.

It has taken a while but we are pushing nicely higher knowing there will be further validation that there has been a real strategic change in the business as a whole.

GT continues to win contracts, grows reoccurring revenues and is highly profitable.

Safetell grows revenues further after years of decline with its new strategy, supporting profit growth for the group as a whole.

All very probable outcomes from the new year update, all leading to a price that could well be above multiples of where we are now.

A £6m valuation for a business that is turning over £20m and has net assets of £8m, that is cash generative and profitable is laughable. Again I stress just a £6m valuation...

It is great to be on this journey with you Hedgehog. When we hit £2, the champagne is on me at the next AGM!

Https://x.com/00dab/status/1732695041087242313?s=20

Security Investor Conference

Hear from our CEO, Marie-Claire Dwek on 13 – 14 December in New York.

https://newmarksecurity.com/

I've flagged that the link to find out more is not working...

Benedikt pointed out that Wexboy had written about Newmark Security in 2014. I've dropped him a note on X flagging the opportunity of a multi-bagger. Here's hoping. https://x.com/00dab/status/1731972495475949736?s=20

I've written to Andrew Hore inviting him to take a look.

https://www.ii.co.uk/authors/andrew-hore

It only takes a few buys or sells to move the price by a good margin in either direction. The fact the bid price moved to 52 and traded at 54.5 is a good sign. A few articles about this share bring one to watch in 2024 would really help so I am reaching out to more AIM investment article writers.

I'm adding further to my list of people to follow and potentially engage on the opportunity here:

@EdwardSheldon7

https://www.fool.co.uk/2023/11/07/2-aim-growth-stocks-to-consider-buying-for-2024/

Good spot Hedgehog. Benedikt Bessmann reached out to me on Friday via X after I had posted to Charles.

" I'm shareholder since 2017 and have recently added a few shares to get over 3%. IMO the case is simple. GT is the valuable part of the business wise a profit of 2,2 Mill last fiscal year (market cap is 5 Mill!!!) This is eaten up by Corporate Cost (Newmark, CEO, CFO, Board) and the still loss making Safetell Business. I expect a Turnaround in Safetell which can thus offset Corporate and let Grosvenor shine. It's a matter of time, when this will happen. Best wishes Benedikt"

So Benedikt is in the same place as us. He is going to reach out to fellow German small cap investors.

If Charles and a few other investment analysts pick up on this we're going to fly. Good luck....

A big move up this week. Bid was at 22p on Monday, and the bid was available at 24p in the last hour of trading on Friday with no takers. That's a nice move in the week.

I've found Charles on 'X' and made a comment on his article. I'm not really active on socials but he has over 4500 followers. If anyone else is active please like/promote it cannot harm us getting our company out there.

https://x.com/00dab/status/1730560202565370126?s=20

I've also sent a note to Marie-Claire with the post and the article suggesting she reach out to him to tell him more about who we are and what we do. It would be amazing if she does, we could reach a new audience if he were to include us in his list or write up his thoughts on us in a more detailed article.

As an update - An earlier conversation with Marie-Claire also confirmed that 1H results are nearly ready to go although they will go in the new year. An RNS of the publication date will be made ahead of the results. A research note is also being prepared. fft100, I provided your feedback on AGM/Trading update. She is keen to get more feedback from us so do share it. I am looking for more opportunities to promote us.

Fellow investors. Given I have everything to gain in the wider market seeing us as an opportunity. I have pointed Charles in our direction, if you see similar and get the opportunity to promote, then let's do so! We need to grow the interest and our following, perhaps encouraging a few more investors to jump on board!

https://investingstrategy.co.uk/stock-tips/penny-stock-shortlist-best-growth-shares-of-2024/#comment-1278

Hi fft100,

RNS’s are frequently raised.

I take your point on the 1H trading update. All we had was the information in the AGM release, although I thought there was quite a lot in there. I’d agree though it is a missed opportunity to make more of the 1H trading performance and separate the AGM statement and trading update statement would be beneficial. I’ll mention that next time I catch up with Marie-Claire.

I previously have explained to Marie-Claire that we’d like 6 standard RNS opportunities a year. Trading updates x 2 for 1H, and FY. Result dates publication dates to let us know when they will publish the results. Then the results themselves. I will be reminding her next week that if we have a date for the 1H results release we should RNS the release date as soon as we are comfortable. It build expectations and ends up in the various investor calendars of results.

More generally, we have previously asked why we cannot do more releases. The response has been they would like to do more but much of the business they are now winning is incremental revenues through licencing and gone are the big one off transformational deals that were previously announced. This change in business is helping income, risks and costs in mulitple ways, but does not give the opportunity to announce 10%+ revenue deal impacts. The other reason is that a security business the one deal we could have announced, the partner wanted to remain silent on the matter. I provided Marie-Claire with an example of a release where an RNS was made but the partner was not disclosed.

The team are really keen to get feedback from shareholders. I have fed back with various ideas and improvements, I have been critical of how we did not appropriately manage shareholder expectations around the UKG impact and that we want transparency of that impact so we can work out how the underlying business is performing at the next update.

Writing to Marie-Claire will get a response, so if you feel in anyway the team can do better drop them a note with ideas, thoughts and questions. I am happy to relay thoughts from this board but I am sure that they would prefer to hear from the people that matter – ie you.

All the best

I might well add more as you summarise Hedgehog :)

I'm not sure when I started this journey I'd planned to breach the 3%. I've been mainly taking advantage of any weaknesses in the price, buying below 55p. However, now I am there I am very happy buying at these levels so I'll continue to buy on any weakness.

As the years have gone by I have followed this share closely. I've spent hours on the accounts, attending AGM's investors presentations and asking questions of the CEO to understand the business model, strategy, risks and cash position in more detail.

There have been rollercoaster ups and downs in markets mainly in decline (cash and physical security solutions). Now our diversification to digital HCM hardware and software licencing is proving itself incredibly successful, with high margins, fantastic partners and significant growth ahead. Yet, this success has not be recognised, it has happened in a business that has had to deal with the traditional model which has been in decline.

The HCM business should be on a PE of 20-30x, if we were to separate it, it would. This value is still in this business but just not recognised. Being part of a wider group is a negative from a valuation perspective. However, the fact it has been part of that group means that our management team (and all credit to Marie-Claire for the strategy), our processes and controls are 30 years old, this is a huge positive. We are growing in a risk managed, sustainable way with low debt on a long term satisfied client base.

Since January it has become very clear to me this strategy is bearing real fruit. It has been clouded by the business in decline and more recently the loss of UKG for most investors who cannot see it. But this has just allowed me to continue to purchase this year at incredibly low level with huge confidence.

If you understand all of this, and I do, it is very clear that this is one of the lowest risk/highest possible return AIM investments I could be making.

Same here. I'd been watching the price for a while and wanted a sub 25p entry. Decided to go for it the other day when the price fell and got in at 25.4p, but then down we went again. Another buy at 23p has given me my average now at a level I wanted so I won't complain unless we head to the sub 20's. I can't see that though as the business looks pretty sound and todays directors purchase announcement adds confidence to that. The cement market is reliable, cement prices have been steadily rising. I've assumed that no dividend will be made until the next June. If one is declared before happy days.