Member Info for dab808

Thank you for your posts too, Hedgehog. It does feel like this could be the start of the positive period we have been waiting for. If as we hope the 2H results are strong (we know the revenue has been, fingers crossed on profit), and we can then highlight a strong start to 2026, this should act as the catalyst for the re-rate. For the last two years our 1H results have disappointed, but if we can deliver £13m of revenues in 2H 25, and carry forward this momentum into 2026, then revenues for 26 should hit £26m+. With our margins likely to grow (as costs should not track up at the same rate) we could be looking at £2.5m profit for 2026. On that basis, 150p-200p or a £20m market cap is well within reach. Fingers crossed.

This is great news. Whilst it lacks any details around the materiality of the deal (and therefore won't get any headlines or immediate investor interest), tying down a market leading European supplier in the European workforce management software market, which is a large and growing industry is a significant win! For both firms to be committing to growing share and sales, should support the further growth story for both companies. Gemini (AI) states that the market is valued at approximately $2.66 billion in 2025 and it is expected to grow significantly in the coming years.

It is really frustrating not to have it publicly released though. The provisional mining permit is a great step forward but enough waiting, let's make some money here!

I'd just caution again PBEE, it is not a mini JUST. Just is a financial engineering company, huge balance sheet of assets spread over life risks and has generated huge returns from DB transactions, annuities and equity release loans as well as issuing supporting debt. It locks in long term embedded value through the transactions it undertakes. Pensions Bee is a asset manager and takes a small slice of assets held on much lower margins which continue to be under pressure, where the value can be lost if/when customers leave. I am not saying pensions bee is a bad investment, although I do not hold it, I am just saying the two are very different.

Well done to everyone here!

Nice move today, the fact that the bid has risen so quickly and the ask pushed out so far hopefully means the market maker has some volume to fill. A return to 10p would be a nice start alongside some news.

Maybe news coming? It's happened so many times before where the price has risen. I just hope it keeps rising.

This market maker is so frustrating. Why move the bid price from the quoted bid price from 75p (76.6p actual) to 80p (80.8p) in one go? My not tease up both the bid and offer rather than huge jumps. The bid moves to 80p, then a seller steams in and drops two sells for 7,500 shares at @80.8p, then immediately we are back to 75p again. They've now got to sell those 80.8p sells with their spread so the price for new buyers will be higher than if he'd teased the price up and got those sells for say 78p-80p. It is the same for buyers who want to enter, huge jumps rather than teasing the price up. We have to get rid of this market maker to someone who can actually make a market here.

Why does it frustrate me? I was with a number of serious investors at the weekend and I discussed NWT with them. The get the story and at watching closely for the results in September, yet are somewhat put off by the huge spread, low volume and jumpy price. They are risk takers and this stock is ideal for them, but the market maker puts them off investing. Enough said.

Hi Hedgehog/FFT100,

Does anyone else look at this board? (if so let yourselves be known, it would be good to get a new perspective).

So, I have had a buy order to fill of 3000 shares at 79.5p on and off for a few weeks now and have been buying up what is available below 80p. The fact that it is sat there as an order and the bid price doesn't move up really leads me to believe that the market maker here isn't even trying to make a market. You can only make money as a market maker if there are actual trades going through. Why have such a huge spread and no volume? Some might say that it is due to risk and a MM you don't want to get caught out, however, volume can be set and why not just tease the market up, increase the bid to 70p for a max of 3,000 shares, and then 72p if it does not fill and so on. The fact there is nothing leads me to believe we are wasting our time with this market maker and things need a bit of a shake up. I am so looking forward to Septembers results which should be favourable given the RNS, but it is just a shame there is no one picking up on the positivity and having a dabble on NWT shares, but then why would you! When the advertised spread is ridiculous 22%!!!! I mean seriously! An investor would need the share price to rise by 22% just to get to break even. However the spectacular the results, 22% just to break even! Forget it, the typical investor isn't going to take that risk! This share remains dead in the water until things are shaken up.

It was one of those shares at £6 that had buy me written all over it. I had £10 pencilled in as a target for this year but with less than 6 months done and a rise of 40%, I think a revision on target price is required. Well done all invested here.

Good to see some conversation.

Things are okay, they are not great and we will not get anywhere near a £100m valuation by the end of the decade. I agree there is little point in attending these sessions until we have something significant to state and we can demonstrate compounding returns on revenues and profits. Right now outside looking in there are some positives in growing revenues (although adjusted for inflation they aren't spectacular), growing re-occurring revenues (these are interesting and graphs and projections are needed), and we are profitable (this will be the third year of reporting growing profits - I hope - although the FY 23 FY only was profitable because of the tax rebate claim, which was subsequently unwound in FY 24, for FY 25 positing £1m+ would be good). However outside looking in there are issues which would stop investors investors investing, Safetell (needs a strategic review - why do we keep it open, how much is it costing, what can be done), management overheads (too high) and regular surprises are particular issues that need dealing with, linked to these are slipping contracts, illiquidity in the share price, and the BIG ONE is the forward looking view - we need to provide one. With my rising holdings (nearing 5%), this is a ask of mine now - as a shareholder I want the management - who work for shareholders to to provide one, you want my vote and support then listen to what I am asking). I think the team is good, so hopefully they listen, and if we can deliver 3 periods (2H FY 25, 1H 26, 2H 26) where we can constantly deliver and for FY 26 report a £2m+ profit we will see the price rise during that period significantly.

No momentum available here until someone stops selling 5k tranches, the spread improves and we get some news. Likely we'll drift through the summer and September will be the next period of movement. I have a buy order in at 76p, I am not paying 79.8 when the spread is 65-80. The MM has no desire to create a market that one can trade in.

Copilot

As of May 2025, cement prices in Asia are showing a downward trend, particularly in Northeast Asia and China, due to several key factors:

📉 Current Price Levels

Northeast Asia: Cement prices are around $146.81/metric ton, down 1.7% from the previous month 1.

China: Prices have dropped significantly to $153/metric ton in Q1 2025, compared to $158/metric ton in late 2024 2.

📉 Reasons for the Decline

Overcapacity: Many Asian countries, especially China, are producing more cement than the market demands, leading to price suppression.

Weak Real Estate Sector: A slowdown in property development has reduced demand for cement, particularly in China.

Economic Pressures: High interest rates and inflation are delaying infrastructure and construction projects.

Environmental Regulations: Stricter emissions and energy efficiency standards are increasing production costs, but not enough to offset the drop in demand.

Google: Cement Prices Rising - check the new headlines. There you will see why our share price is on the move.

A buy at 21.8p has just gone through and the offer price is at 19.8p. Finally we are above my average which is 19.5p. I've had a couple of 1.5p dividends so I am now in profit. Hooray!

As tempting as it is, now is not the time to sell. It looks like cement prices are finally on the rise, and we are well placed to sell into the market. Hopefully we can continue this momentum to the mid twenties where I might be more tempted. Good luck all.

How about this FFT100 - Newmark Security Delivers Record 2H 2025 revenues and will deliver a profit for the FY 2025

"Newmark Security delivered record revenues of £12.8m+ in the second half of 2025. Despite orders slipping in the Safetell business, the HCM business experienced significant growth and the pipeline of integration deals and displacement of competitors is setting the business up strongly for further growth in 2026. The Safetell business, whilst still growing on the back of strong partnerships and government contracts, is still beset by contract timings and the Group has committed to resolve these issues through a strategic review to return maximum value to shareholders."

There is so much value going to waste here. A strategic review is needed here. Safetell could be a good business but needs scale and better margins to deal with the delays. I would not rule out selling Safetell and it's strong pipeline (I think c£17m was in one presentation) to someone who has scale and can work around these timing issues. This would allow the leaning of the Group, and change the multiples significantly.

So I purchased a few more shares yesterday which moved the price up. Not many, 2000 at 75p, but as many as there were. We have now seen the ask move up to 85p, I have purchased around 6,000 shares in the last month so why such a jump? I think supply is short and the MM does not have many to sell. Sarah Reid was the seller from the £1 highs, I noted that as I made my buys in June-November last year these were being met with similar sells. Hopefully with all her shares now held by THAL. we can move up quickly, if we can deliver the numbers and drive the investor exposure. Fingers crossed! No announcement today which is the day I thought we might make it, but hopefully soon.

Thanks for your posts Hedgehog. Great to see the recent RNS and now some commentary from Allenby Capital. I agree we should get the FY close trading update this week, and as long as there are no downside surprises it should be a cracking update. Lot's of platform deals being done with Workday, Salesforce, Oracle and Synerion to comment on. Hopefully a record half for both HCM and Safetell revenues, and I'd really welcome a comment along the lines that profits will exceed that of FY 2024. The tax provision from last year really took the shine of what was a great 2H and led to a year of stagnation in the share price but with that not repeated this year the profits will go straight into the bank, debt will be down and a re-rating should be on the cards. Fingers crossed.

Newmark Security plc (NWT.L, 71p/£6.7m) Update: Partnership expands presence in workforce management (30.04.25) •

Exclusive partnership signed by Newmark's Human Capital Management (HCM) division with Synerion, a leading North American provider of cloud-based workforce management software. • HCM's GT Clock devices will be combined with Synerion's software and then integrated into several of Synerion's HCM Partner Platforms. This is focused on North America to target the direct-to-end-user (D2E) market. Synerion will adopt GT Clocks as its dedicated timeclock hardware across all new deployments and future platform integrations. • GT Clock is an innovative and secure timeclock hardware device that includes facial biometrics, fingerprint scanning, centralised cloud-based device management and biometrics distribution and compliance. Allenby Capital comment: The partnership provides Newmark with a new route to market for its GT Clocks devices in the North American market. Synerion already has integrations with the likes of ADP, SAP, BambooHR, Intuit and Sage. HCM has continued to grow and represents the main driver of Newmark's revenue. It also has the benefit of increasing group recurring revenue through GT Connect subscriptions. The partnership complements HCM's existing partnerships with Oracle, Workday and SAP. A full year trading update is expected in May.

Looks like an investor has been squeezed into selling. 3 sell trades ahead of what should be a positive May announcement. Stay liquid for difficult times.

Up we go....