Member Info for dab808

Not had time to read but the report is now on the website.
https://newmarksecurity.com/assets/Newmark-Annual-Report-30-April-2022.pdf

This idea I like a lot. Something radical needs to happen. This is an idea to raise with the leadership team.

I am definitely open to a strategic review of Safetell. The finals indicated that we have a new strategy to increase revenue and diversify into automatic doors in this business. The new MD from G4S obviously sees this as an area for invesment. I want to know more about the expense base of the business, investment required and returns. Grosvenor is going well and a disposal could provide the focus we need along with some capital. Reoccuring servicing income is mentioned for the doors strategy. This is not the sexy end of the business, cash movement and screens for banks has been in the decline for many years. Doors do provide a good link to Grosvenor and access systems. There was again a hint that regulation is going to drive a market in doors (probably linked to heath as safety) that again I would like to understand. I will raise questions on this when I can.

It is in line with my expectations although I need the full report which they have not yet posted on the website to really understand what is going on. From what I can read, the human capital business is doing very nicely, I like that we are investing in the US with overall Group headcount down but a message that US headcount has increased. HCM annual recurring revenues increased by over 600% year-on-year to £0.9m in April 2022 is a BIG statement. What does 22/23 look like? We need to out these numbers to give confidence to investors. I'd like to see more on the safetell/physical side. Nick Shannon's appointment in February has led to a change in strategy and there appears to be money in automatic door servicing, again re-occurring income opportunity but keen to understand the margins here (I like this as it links to access control and HCM). Safetell is the part of the business that has struggled in recent years and will impact profits if not performing (we spent millions on a box that never happened). We need to put up our prices for screens if the bank network is reducing and economies of scale are no longer working. Overall, it comes down to the numbers, which are somewhat out of date. No selling today indicates most are happy. Can't get quote to buy (only negotiated trades) which again appears a good sign. Presentation and trading statement in February will be key in whether we can start some serious upward momentum.

I have been trying to buy more but there is nothing available. I could only get a quote for 1,000 shares (nothing at 5,000, 2,500 or even 1,500) they only had 1,000. Quoted 37.88p, shouldn't have really but decided to buy them anyway. Good news will see this share fly.

There you go. 32-37p now. Order filled. It takes only a little to move this stock either way. A bit of positive activity in February could see this re-rating to double where we are today and I might then be tempted to give a little back.

Put a limit order in for another 10,000 shares today. Expires Monday. close. Let' see if we can lift that bid price a bit. Based on how my overall portfolio is performing and the profits I am taking elsewhere I am tempted to buy into the results, presentations and updates.

Painful for all of us, but this steady rise indicates there are still orders being filled. 60p paid.:)

Tested the sell after the trade but got nothing better than 30.30, it is a strange market for NWT. I tried to purchase 10,000 but there was no instant price and I would have had to have gone for a negotiated trade. Couldn't get another 5k filled after either. I'll try again tomorrow. Life is good in the rest of the UK market. It is time for NWT to shine too!

The investor presentation planned in December was cancelled due to delays in finalising the Audit, there was a press release that the accounts were delayed, but the Audit accounts are due to be finalised by the end of January and we will be conducting presentations in February.

AGM is set for the 28th February.

I have just added another 5000 shares. Taking me to just over 100,000 now.

Doubled since last years low and very happy to have made up so much lost value. Keen to get a view from the management team on the order book, margin and how the company/market is adapting given western desires to improve sovereign chip production and IP. Played correctly significant value could be added but only if the evidence of orders and margin is there.

Direct Line are in a mess. Took 3 months to get a very simple pay out for a knock on my car. Aviva results will be strong. Buying opportunity today.

Thanks for the posts Hedgehog. Offer has moved up to 37 this morning, bid remains at 30, live prices are 30 - 36.58. Significant spread strange the bid is not moving up, we were 30-33 a month a ago.

Sent this morning to IR.

I have been a holder for nearly 20 years, at no time have I been more excited about the future given the US and re-occurring revenue model and I consider the business to be significantly undervalued. Whilst I appreciate the management are releasing updates indicating positive momentum, I have been unable to review in detail the business performance for 2021/22 due to the delays in the publication of the accounts and I have been unable to question the management team at the resulting AGM in respect of this performance.

I attended the last physical AGM in October 2019 and several AGM’s before this. I have also attended the various online events held in recent years and was looking forward to the investor presentation planned in December that was subsequently cancelled (without reason that we, as shareholders, were made aware of, although I expect it was due to the delayed accounts).

I would like the company to consider whether it is able yet to communicate a date for the release of the 2021/22 accounts? Whether it can indicate when it will hold an investor presentation? When and where it will hold its AGM? It is really time to drive through a significant return for shareholders, we have been patient and supportive, but I personally am beginning to get a little frustrated. I have more cash and could invest more but I really would like to base my decision to invest on the most current financial information which I am unable to do this at this time.

I look forward to a response.

It would be lovely to have a break through year but at the current rate of accounting turn around we may not get to hear about it until 2025.

Appalled at the lack of the publication of results, particularly when the revised date was the end of November. I will not be voting in favour for any directors renumeration improvements at the AGM (if we ever get one) given the huge miss on what should be bread and butter.

I hope to be dazzled when the accounts do materialise by the use of the available reliefs and tight cost management. I also expect a thorough update on trading with further positives or I am going to hit the sell button on my material stake. Self harm it might be but the rest of my portfolio has been doing very nicely and my money here is stagnant. Nearly 20 years and unless I'd traded out when we went from 1p to 4p (50p to 200p new money) I'd have been no better off. It is the knowledge that this is a good business, poorly run, that ends up killing you. Any normal business (not a family business) would have taken action a long time ago. Our directors, CEO and non-executives with their noses in the trough have done nicely taking their salaries and bonuses leaving those shareholders on the outside with nothing.

Only you and I on here Hedgehog so sorry for moaning at you. I am simply aghast at the way we are treated.

It not only continues but the volume purchased each day has gone up significantly since the posting of the results. We're already over 2m shares for this week (avergae is under 1m per week). I guess we save ourselves the dividend on these shares if we buy them now and it explains the slight improvement in the price. What will happen when the buy backs stop is slightly more worrying. A drift back down without some more news?

I sold up a while back (253p) and the price has been pretty flat since the last dividend payment. With the deal likely to go through in December where the price will be 263, at 250 there seems to be 4% as a gain on the table (after costs) to buy in here. Any thoughts on the gap and when it will close. Anyone else considering buying at this level to make what looks a guaranteed return? The risk I guess is that it does not happen but that seems remote. Any thoughts?

Shush... 52p today. No news remains good news.

I hope they keep quiet. The price is steadily rising and I'd like that to continue :) Love an over 50p close and to see new money in at 50p

Indeed Hedgehog. I am getting a bid of 30 and ask of 34.5.

On the rebrand, I don't think it is a priority at the moment. Money and focus is better spent driving us to profit for now.

Totally agree and we appear to be on the move again. Given the shift in the price relatively few sellers have been flushed out, this could easily spike again, 50% upside to the average price of 140 for the last 12 months.