Member Info for dab808

Position holder, not portion holder. Darn auto correct.

50p is ridiculous but 10p is very realistic. Given the shares issued to raise capital the heights seen in the past will be difficult to reach.

I like this rise, a steady 10-15% a day might mean the market makers are buying up stock for a portion holder. Yes we have new investors coming in, lifting the price for sellers each day encourages a few more to sell.

Fingers crossed this continues.

It has been a bit lonely here. I'd reign in your expectations of 250p by Xmas, although I'd like that a lot. The only likely way we'd achieve that is with a takeover offer. That's not completely off the cards but I'd personally want us to report great results in Jan and next September, revalue to 200-250p by then and look for an offer in 2027 of between 400-500p. That's all hypothetical of course, but that's my current take on the possibility. If course a lot could happen and go wrong, we have had a few surprises to date, but I have put my money in and I am taking my chances.

We are going up :)

Looks like there is an order to fill. Price up on no large recorded buys. 90.55p paid for a sell this morning. That's compared to the last sell at 80.4p with no buys between that and the last sell. Could get exciting if it is a large order as seller are not rushing in at the current 90p level.

Marie Claire sent me some coverage I'd not picked up. Small pieces but something. I will link to it later. More to do on the communication front.

@bobbyalexwood. The siemens money is being booked over 4 years.

Great to see us close over 6. Agree it should set us up nicely for tomorrow. US rates at 7pm BST.

Agreed he has tipped and tipped this stock. IC investors have been burned so I wouldn't expect much reaction. I guess he must be pleased now the company has finally delivered a profit. I am happy as a holder and have added today at 5.8p. I now hold 230k shares at an average of 10p. In my top 5 of awful stocks to have held but there is now some hope that we can climb from here.

Hedgehog I need people to see some of my messages. This stuff whilst interesting blocks that out. Not that many come here I suppose.

We definitely have a determined seller that is pushing the price down everything we tick up. Frustrating but we have to reach a new audience.

Google Gemini suggested Elliot Gulliver-Needham (City AM) as an investment reporter who specifically reports on the AIM Market, making him a prime contact for a story about an AIM-listed company.

I've written to him today.

Again I ask for any coverage to be flagged. If anyone has any other suggestions of whom we might want to approach (I will do the writing - but wait a little just in case Elliot wants to cover this first) please fire over names (they need to be in the market of small AIM listed businesses as getting the attention of the bigger players might be tricky).

Has anyone seen any coverage of our results other than the usual pick up on the RNS? If so could you post here?

We have to be out telling our story. The Forbes article was a good one but didn't focus on the business and it's transformation and growth to the full potential.

We need to reach journalists, tipsters, websites and publications where potential investors can pick up on our transformation and the investment opportunity.

We need to do this now, so we can follow through with the results. Everyone likes to be given the heads up rather than read or publish after the event.

Let me know.

Thanks

Welcome beardozer! It is great to have you onboard. Whilst nothing is guaranteed in this life (other than death and taxes) your entry is hopefully a good one (3p hear or there won't matter). There's a lot of posts on this chat thread but I would guide you to the results presentation (via the youtube link) and published results for the best view although given you mentioned research you've probably seen them.

Why are we at only a £8m market cap you might ask? We'll it has been a rollercoaster journey in the last few years. Safetell in decline but HCM rapidly growing. It has meant that the business from out outside appears to be flatlined when under the headlines it is quite a different story. The 2HFY24 and 2HFY25 results show that when the business is firing it can easily deliver £1m of PBT in a 6 month period. It is just a shame that the 1H24 results (loss of a contract), and 1H25 results (a major partner merger) did not look as good as sales were lost/deferred. This time I am pretty sure (base on the commentary - partners now back on track and growing and Safetell revenues secured as contracts are underway) that 1H26 will deliver good profits and we can top 1H with a better 2H26.

All in all we are all hoping for £2m+ PBT this year which gives us a PE of less than 4. We should (IMO) rapidly re-rate between now and January (trading update in late October with the AGM and 1H results in Jan) and then again between January and May (trading update 2H in May). That's the theory - good luck and tell your friends about Newmark Security!

I thought it was a mute reaction earlier but it is now starting to gain some traction. There is a lot of potential value to be gained in this stock, the iron ore is there, we own a good portion of it, it is good quality and we now have an in principle agreement to get it out of the ground, shipped and the money rolling in. This should go much higher. Here's hoping.

Yahoo: Simple Wall St article - https://uk.finance.yahoo.com/news/financials-role-play-driving-newmark-072954762.html

They asked for feedback so I sent them this:

Thank you for your recent article on LON;NWT which I read with interest.

I appreciate your article focused in on the recent results as a 12-month view and look back further. However, what your system misses is the transition to growth for this business and the forward looking view. The management highlighted specific impacts in 1H 25, and if we look at the 2H 25 in it's own light then the results and picture appear very different.

Second Half Financial Highlights

Revenue: The company's revenue in the second half was £12.8 million. This is a considerable increase from the first half's revenue of £10.2 million.

Profit After Tax: Newmark Security recorded a profit of £1.1 million in the second half of the year. This profit was strong enough to turn the company's interim loss of £0.4 million into a full-year profit of £0.7 million.

Earnings Per Share (EPS): The EPS for the second half of the year was 11.7 pence, which contributed to the full-year EPS of 7.1 pence.

The company's most recent final results confirmed a "stronger start to the year," with key contracts and projects being pushed into this period. This indicates a positive momentum for the company's growth (and it is already 4 months into the new year).

If Newmark Security were to maintain the performance from the second half of its fiscal year, its full-year numbers for FY 26 would look significantly better.

By doubling the second-half results, we can project the following financial figures for a full year (although it may perform even better given the growth in HCM and reoccurring revenues):

Projected Revenue: £25.6 million, which would be a 11.3% increase from the company's actual full-year revenue of £23.0 million.

Projected Profit After Tax: £2.2 million, a substantial improvement compared to the actual full-year profit of £0.7 million.

Projected Earnings Per Share (EPS): 23.4 pence, a significant increase from the actual full-year EPS of 7.1 pence.

It is worth noting that this is a hypothetical projection and assumes that the second half's performance, which was driven by key project completions and a strong rebound in profitability, could be sustained across a full 12-month period.

So whilst I liked your article I'd liked to have seen some more analysis around the forward-looking picture and potential for growth and higher returns.

Kind regards

David

I like your calculations Hedgehog. In a recent exchange with MC I pointed out that we need to be helping investors see the strategic opportunities and linked value which your post helps demonstrate.

Looking further at the results at the weekend and the commentary this year could be the year we properly deliver. We were generating nearly £200k of profit per month in the second half of fhe year. And with the commentary that Safetell has a much stronger start and HCM growth continuing I see no reason why we can't post £1m+ for the 1H 26 results. Time will tell but the 2H 25 were pretty much in line with my forecasts (it was only 1H, that let us down). 150p+ here we come.

Solid results. Group financial highlights:

· Revenue up 3% to £23.0 million (2024: £22.3 million), £12.8m delivered in the 2H

· Gross profit margin increased by 2.2% pts to 40.7% (2024: 38.5%)

· EBITDA up 8% to £2.4 million (2024: £2.2 million)

· Operating profit of £0.9 million (2024: £0.8 million), was £0.4m loss at end of 1H, so £1.3m delivered in 2H

· Profit after tax of £0.7 million (2024: £0.1 million)

· Earnings per share of 7.1p (2024: 1.4p per share), was 4.6p loss at end of 1H, so 11.7p delivered in 2H

I am expecting 1H 26 and FY 26 to be more inline if not improving on the 2H 25, thus 20p+ of EPS in 2026.

Share price up at the open by 10%+ to 85p (bid/offer, 76.5p/89.95), but based on projected EPS this will be trading at under 4x.

The RNS and previous results to base my numbers but presenting 5 year charts for revenues, HCM, reoccurring income and profits should all look very attractive. Let hope that some new investors take note and jump aboard by taking a stake in this growing business.

Only 3 more sleeps until the results.

We should see some new slides in the presentation, that highlight our 5 year growth story and how HCM and reoccurring income are accelerating.

I worked out that overall revenue is growing at 5.5% compound (last 5 years), that HCM should be around 10/11% compounding growth and that reoccurring income will be around 80% compound growth. I only have

IK, my guess as to the fall back is that there is no stake building and no regular buying at present. The business is too small and the results history too poor to consider any significant institutional money flow at present. This leaves investor like us exposed to the periods of reporting news and the volatility that creates buy investors jumping in for quick profits which then don't materialise and then they sell, some of us hold but that makes us unhappy and then we will sell out when the bigger moves come. Our only hope is that we can begin to move onto the radar so that regular flows begin to develop, I've been dripping in £500 per month for a year now and unfortunately watching the decline so what do I know. I thought the news back in February would be the game changer, but it appears we have a longer wait. I have no faith in Basu but the Chairman and CFO seem to be the ones to watch.

Nice article on Marie Claire and NWT in Forbes

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