Member Info for Hedgehog100

" ... here's hoping that some American investors take a really big bit of us!"

A really big BITE of us rather!!

Thanks Dab!

The 'B&B' impact here has certainly been quite a hit: that's Bitner-Bessmann of course, not bed-&-breakfast ... though you could be 'dining out on this' for quite a while!

But I'm sure you won't mind sharing credit with our CEO's 'Big Apple' news: and with the 2023 Security Investor Conference starting in New York tomorrow, here's hoping that some American investors take a really big bit of us!

From the legendary Jesse Livermore:-

"Buy rule:

Go long when a stock hits a 50-week high"

https://www.tradingwithrayner.com/jesse-livermore-quotes/

Recent Share Trades for Newmark Security (NWT)

Date Time Trade Prc Volume Buy/Sell Bid Ask Value

11-Dec-23 15:28:28 63.00 1,000 Buy* 58.00 65.00 630.00 O

11-Dec-23 15:22:39 63.00 1,000 Buy* 55.00 63.00 630.00 O

11-Dec-23 13:50:12 63.00 1,000 Buy* 55.00 63.00 630.00 O

11-Dec-23 13:42:11 62.50 5,800 Buy* 55.00 63.00 3,625 O

So another new two-year high today for NWT, and a long-overdue move into the 60s: up 2.5p (4.24%), closing at 61.5p (58p - 65p).

This looks like a significant chart breakout upwards from the 50s trading range of most of the last nine months.

"Religious Building

Safetell Safeguards Place of Worship against External Threats

Places of worship are a potential target for hate crime attacks, and it is imperative to protect the religious community within the building from external threats. A concerned religious establishment approached Safetell while looking for a solution to ensure their security and safety.

Solution

Safetell designed and constructed a two-part security system that met the project’s needs. The first part was a reinforced version of the ornamental railings that were originally in place, and the second part was a secondary ballistic glazed system that spanned the entrance to the building behind the railings. PAS68 bollards were also installed to shield the building from potential attacks.

To maintain the ornate appearance, Safetell had to overcome the challenge of creating a foundation to support the system on top of the vaulted crypt. The solution involved fixing the posts securely, despite the weakened 19th-century steel and clinker slab below. The railings had to open outwards for easy access to the glass for cleaning and had to have no visible fixings. Safetell was able to achieve this by adding bespoke hidden latches and hinge mechanisms and colour-coordinated cover plates on all external fixings.

Outcome

The security system provided the necessary protection required while maintaining an aesthetic appearance that was unobtrusive and sympathetic to the surroundings, demonstrating Safetell’s commitment and expertise in providing security solutions that meet the unique requirements of each project. Contact Safetell if you require any security solutions for your premises!"

http://www.safetell.co.uk/case-studies/safetell-safeguards-london-place-of-worship-against-external-threats/

It's significant that for both of the above projects, the client or the client's agent approached Safetell for their needs, rather than vice versa.

And this seems to be the norm for Safetell, as with their Stonehenge project:-

" ... English Heritage approached Safetell, a security solutions provider ..."

http://www.safetell.co.uk/case-studies/protecting-britains-heritage/

This is a sign of a commanding Safetell reputation, in line with NWT's growing 'go-to' status for both its subsidiaries:-

23rd Jan 2023 7:00 am RNS Final Results

" ... In an increasingly risk-aware enterprise environment, we have been working hard to broaden our reach and reputation as a trusted security partner, becoming a go-to brand for customers who are seeking this control to simplify the growing complexity of security and compliance requirements in the intersection between physical and digital worlds. ..."

https://www.lse.co.uk/rns/NWT/final-results-fjybevmguogyzsg.html

Safetell's long experience and expertise in protecting against terrorist attacks should make it a 'go-to' provider for Protect Duty generated demand:-

"Case studies

Throughout our 30-year history, we have helped protect some of the UK’s most secure and iconic locations, working with individual clients as well as many contractors and consultants working on behalf of others. Whether using a standard tested and proven product or designing a new solution for a specific problem our design team is on hand to help you find the right solution."

http://www.safetell.co.uk/case-studies/

"International School

International School – Reducing Security Risks

Given the ever-present risk of a terrorist incident in major cities, an international school in central London decided to proactively address the risk and implement measures to safeguard the children, and staff, whilst at school.

Challenge

The risks the school faced could be from low-level attacks from unstable individuals, through to potential attacks with firearms, and vehicles used as weapons, either indirectly or directly targeting the school. The client needed an unobtrusive solution that would secure the perimeter whilst still ensuring the space around the school would not be affected, leaving the children a protected outside space to play. It was important for the children to have a clear view outside, making the space feel open, whilst still providing protection and privacy from the outside in.

Given the ever-present risk of a terrorist incident in major cities, an international school in central London decided to proactively address the risk and implement measures to safeguard the children, and staff, whilst at school.

Solution

After receiving the enquiry and conceptual plans from the architect, Safetell reviewed the requirement and prepared a solution that would meet the project’s needs. Working closely with the main contractor, Safetell designed and manufactured a ballistic boundary system to protect the perimeter around the school. Utilising a combination of the ballistic resistant walling and discreetly positioned PAS 68 bollards to create a shield preventing large vehicles from ramming into the school. The walling itself was made up of bullet-resistant armour and glass to protect against firearm attacks.

Outcome ...

“We are immensely proud of this unique and important installation. It is a prime example of Safetell’s capability, proficiency and effectiveness when presented with a clients physical security problem. As always our design team focused on the client’s desired outcome and worked our way back to the solution that mitigated the risk for the school. ”

Nick Shannon

Managing Director, Safetell""

http://www.safetell.co.uk/case-studies/international-school-reducing-security-risks/

From the new Grosvenor Technology article on the UK's forthcoming Protect Duty legislation:-

"Insights

Martyn’s Law and Access Control – Being Ready for The Terrorism (Protection of Premises) Bill

As industry innovators, it’s our mission to continuously look forward and anticipate the demands of tomorrow’s environments.

Paul Smith

Head of Quality & Compliance

... Supporting the Introduction of Martyn’s Law

Upgrading to the latest estate-wide door security and access control systems is only one step on the path to true compliance with Martyn’s Law. The bill requires the development of security plans and processes to be put into place, as well as the full training of staff. ..."

https://www.grosvenortechnology.com/insights/martyns-law-and-access-control-being-ready-for-the-terrorism-protection-of-premises-bill/

This likely increased need for security plans and training looks to have been well anticipated by NWT:-

From early September this year:-

"Insights | Company News

Meet The Trainer

The Power of Dynamic Training

Book training

Colin Leatherbarrow

Managing Director

Grosvenor Technology is pleased to introduce Robert Taylor, who joins the company as Access Control Trainer. Robert brings with him a high level of experience and talent for engaging and accessible training, which has enhanced the existing programmes. ...

Already ringing the changes, Robert’s efforts have resulted in hugely beneficial projects. These include establishing centralised training resources for accessible information, introducing a collaboration with industry leaders Assa Abloy and Gamanet, and a streamlined online booking system. ...

In a landscape where technology shapes the future, the appointment of Robert Taylor is a significant step forward as Grosvenor Technology strides forward in creating a more secure and efficient world. ..."

https://www.grosvenortechnology.com/insights/meet-the-trainer-the-power-of-dynamic-training/

And from late November this year:-

"The significance of tailored security

... Employee training: Tailored security solutions often incorporate comprehensive employee training and awareness programmes. These initiatives equip your workforce with the skills and knowledge to identify and respond to security threats and foster a culture of vigilance and responsibility. ...

Response planning: Customised security solutions are often designed with security response plans, tailored to the unique risk profile of your business and outline specific, step-by-step actions to be taken in the event of security breaches. With a detailed response strategy, companies can minimise the potential damage from security incidents and streamline their recovery processes, ensuring business continuity. ..."

https://newmarksecurity.com/insights/why-tailored-security-is-the-way-forward/

Another area of overlap is between entrance control installations, and automatic door servicing:-

26th Sep 2023 7:00 am RNS Final Results

"... Our Physical Security Solutions division, Safetell, is also now well-positioned to make a greater contribution to this strategy, by growing its services to achieve national scale efficiencies as well as optimising its product portfolio and improving its competitive position with broader manufacturing and supply chain options. Already underway, these initiatives will see it continue to advance its share of the Entrance Control and Automatic Door servicing market by pressing its advantage, offering complete security solutions with services that bring rapid response to customers' needs, as well as targeting new market opportunities with an enhanced sales and marketing team. ...

Already underway, these initiatives will see it target larger contracts in entrance control, build new national scale relationships for our Autodoor Service Department ..."

https://www.lse.co.uk/rns/NWT/final-results-s32ymd0rnewx4w0.html

"WHAT ARE THE BENEFITS OF INSTALLING AUTOMATIC DOORS?

... Added security

Automatic doors can help manage access to your building and be used as part of your overall security strategy. They can be controlled remotely with access only being granted to particular traffic. They can be deactivated entirely or programmed to open and close during certain hours or during particular conditions.

Automatic doors can easily be integrated with other security systems, such as security cameras and alarm system. In an emergency they can be set to remain open to allow speedy evacuation of the building. ..."

https://insights.safetell.co.uk/automatic-door-installation

"WHY AUTOMATIC SLIDING DOORS ARE GOOD FOR COMMERCIAL PROPERTIES?

" ... Security

Automatic sliding doors contain tough security glass that is robust and shatterproof. When the building is not in use and the doors are in a closed and locked position, they are extremely difficult to force. Because they slide open, they are incredibly difficult to attempt to force. Modern automatic sliding doors contain advanced security features that improve the overall security of commercial premises.

It’s also possible to combine automatic sliding doors with entry systems that ensure they only open when personnel with the correct access permission approaches. Automatic sliding doors can be configured to enable generalised access during working hours, or more limited access to employees and permitted visitors. ..."

https://insights.safetell.co.uk/why-automatic-sliding-doors-are-good-for-commercial-properties

So Protect Duty generated entrance control business for NWT should also boost NWT-Safetell autodoors servicing business.

Kever,

Don't underestimate how long companies can go without raising funds when it suits them.

They often have an impressive ability to wait for big positive newsflow and a massive s.p. uplift: look at the examples of ORCA & UPL this year, both raising funds after huge multibagging rises, and multiples of their s.p. low.

It's in JA's best interests to minimise dilution, as a major shareholder, so you would expect spending & payments to be deferred as necessary.

In theory TRP could probably last out until 2025 without raising funds, though I would expect a fundraise earlier to progress the company's very compelling prospects.

Gord_1,

Rig availability has improved significantly, and if TRP says it has two available dates I believe them.

"King's Speech (7 November 2023): On-the-Day Briefing

His Majesty The King today (7 November 2023) set out the Government’s agenda for the next Parliamentary session. This briefing details the new Bills of relevance to local government and outlines our local government priorities

... Terrorism (Protection of Premises) Bill

• Known as Martyn’s Law, the Bill will introduce a new duty to protect public premises from terrorism.

• The Bill will require certain venues to take proportionate steps according to capacity to mitigate the impact of a terrorist attack and reduce harm. ..."

https://www.local.gov.uk/sites/default/files/documents/King%27s%20Speech%202023%20-%20OTDB.pdf

So the Protect Duty law is intended to enact in the current Parliamentary session, ending in October 2024.

And forward-thinking businesses should start preparing in advance of the new Act being passed.

"PROTECT DUTY

The Home Office estimates that 650,000 UK businesses could be affected by Protect Duty. ..."

https://marlowefireandsecurity.com/resources/protect-duty/

This is a major business and investment opportunity, and I'm not aware of a better play on it than NWT.

And as such this could attract considerable investment interest into the company.

It's fairly basic stuff to calculate a company's ongoing cash burn, compared to current cash, to help give an indication of how comfortable a company's current cash position is.

With TRP's placing of £2.3M. in May, and an interim pre-tax loss of just US$530,780 reported in September, then that indicates that the company is very well cashed up for the expected period of exciting newsflow.

The aim will doubtless be to get the s.p. up considerably before any more significant placing, and work programme funds can also be raised at the project level, and by non-equity fundraising.

Also note the 0.1p options & warrants announced in TRP's May placing RNS, double the placing price of 0.05p, and nearly four times the current placing price.

Compare that to GBP's £0.25M. placing on 31st. August, at 0.1p, and with warrants at the same price.

That indicates that GBP's placing wasn't easy to get away, and the GBP doesn't have the sort of exciting short term upside that TRP has.

And interestingly, NWT's 23.1.23 final results also talk of an overlap between Access Control and HCM (human capital management):-

23rd Jan 2023 7:00 am RNS Final Results

" ... Internationally, the emerging overlap in HCM and Access Control creates a new cloud-based opportunity for combined solutions, and together these represent a very large market for our future growth. ...

By offering secure cloud control of people's access, time keeping and identity data at work, we are shifting the strategic value paradigm, raising the customer focus from its former dependency on hardware 'clocks' and 'access terminals', to one that empowers the intelligent enterprise. Through our solutions, customers will gain the capability to enable and connect a broad range of internet-enabled devices securely in the cloud with unified software control - creating a trusted ecosystem in the workplace. ..."

https://www.lse.co.uk/rns/NWT/final-results-fjybevmguogyzsg.html

So potentially, Protect Duty generated business for NWT could also perhaps encompass NWT-GT HCM business.

The Grosvenor Technology Protect Duty article just published complements a Safetell article on the same subject published in June:-

"The Impact of Martyn’s Law/Protect Duty on UK Businesses

28 June, 2023

... If the bill passes, more than 650,000 UK businesses will be required to enhance security controls, including commercial businesses, nightclubs, and publicly accessible venues. This may include installing mandatory physical updates such as bollards, intruder detection technology, tactical CCTV, and extra secure entrances and entrance controls.

... Safetell offers a unique portfolio of entrance control products that cater to various needs and can be integrated with any access control system and directly address the physical requirements suggested in Martyn’s Law. ..."

http://www.safetell.co.uk/insights/the-impact-of-martyns-law-protect-duty-on-uk-businesses/

And indeed previously, NWT has focused on the Protect Duty opportunity for Safetell specifically:-

10 Sep 2021 07:00 AM RNS Final Results

"... OUR DIVISIONS - Physical Security Solutions division (previously Asset Protection division)

... Re-focusing our business and services

During a year that has brought unique challenges for many businesses, we have worked hard to transform the Safetell business ...

The new 'Protect Duty' legislation, should it become law, will mean that the owners and operators of businesses and public spaces such as concert halls, shopping centres and parks will be legally bound to protect their sites and shut them down in the event of a terrorist attack. That means they will need remote locking facilities, screens on all their counters, and even breakout facilities where people can get to and stay safe. We anticipate that many new opportunities will open for us to support businesses that need to comply with such new legislation. ..."

https://www.investegate.co.uk/announcement/rns/newmark-security-plc--nwt/final-results/6774438

But this is clearly a huge opportunity not just for Safetell, but for Grosvenor Technology as well.

And moreover, these two subsidiaries will be able to complement-support each other on this.

The related areas of entrance control and access control are a good link between Safetell and GT, so both sides should already be benefitting from referral business between the two.

"Entrance Control vs Access Control

10 February, 2021

Entrance and Access Control are both necessary elements to control who enters and exits any premises or secure area, but do you know the true difference between the two?

Access Control

Access Control refers to the selective systems that are used to verify authorised personnel ...

Entrance Control

Entrance control is the physical system which actually prevents or allows entry into an area when the decision has been fed to it by an Access Control system. ..."

http://www.safetell.co.uk/insights/entrance-control-vs-access-control/

"Martyn’s Law and Access Control – Being Ready for The Terrorism (Protection of Premises) Bill

... The Role of Access Control

More than ever, full-spectrum comprehensive access control is a must. One major consideration is that of lockdown functionality; the ability to prevent access across all or part of a site to secure specific areas is essential. This includes:

–        Preventing and delaying the progress through the building of any intruders

–        Foolproof anti-passback systems

–        Personnel tracking

–        The ability to create safe corridors for passage

–        Providing secure access for emergency services

–        Comprehensive reporting for management needs

–        Integration with other surveillance and security systems

Only systems with a dedicated centralised access control system can provide the level of functionality that the bill demands.

Developing JanusC4 for the Future

At Grosvenor Technology, we already offer our JanusC4 system that provides the security needed to meet the requirements of Martyn’s Law, but that doesn’t mean we can sit quietly by. As industry innovators, it’s our mission to continuously look forward and anticipate the demands of tomorrow’s environments.

Development is ongoing to continuously refine and improve our products on both a hardware and software level, with the Terrorism (Protection of Premises) Bill at the centre of the conversation. By understanding both the purpose of the bill and the needs it creates for our end customers, we are working to stay at the forefront of security for our changing world.

Supporting the Introduction of Martyn’s Law

Upgrading to the latest estate-wide door security and access control systems is only one step on the path to true compliance with Martyn’s Law. The bill requires the development of security plans and processes to be put into place, as well as the full training of staff.

At Grosvenor Technology, we understand that it’s not enough to just supply the product and that compliance with the new law requires full, dedicated support; we are ready to provide exactly that to all our customers and welcome the improved safety for all that this bill represents."

https://www.grosvenortechnology.com/insights/martyns-law-and-access-control-being-ready-for-the-terrorism-protection-of-premises-bill/

And another great new article just added to Grosvenor Technology's website: on the UK's forthcoming Protect Duty legislation:-

"Insights

Martyn’s Law and Access Control – Being Ready for The Terrorism (Protection of Premises) Bill

As industry innovators, it’s our mission to continuously look forward and anticipate the demands of tomorrow’s environments.

Paul Smith

Head of Quality & Compliance

As a leading manufacturer of security technology, Grosvenor Technology has always held safety and security in high regard – after all, it’s at the heart of what we provide. So, the pending introduction of a new law designed to enhance the security measures in public spaces is very much welcomed. 

Martyn’s Law (properly called The Terrorism (Protection of Premises) Bill) will come into force across the UK and will see a higher demand put on our industry to deliver on the requirements stipulated. 

Here, we consider the implications of the bill and what needs to be done to ensure we’re ready to rise to the call.

What is Martyn’s Law with Respect to Building Security?

The core premise of Martyn’s Law is to reduce the impact of any terrorist attack on public venues in the UK. It ensures those premises are prepared and that measures are in place for the safety of all occupants. Any site that holds more than 100 people must have these processes ready to comply with the law once it comes into force.

For building security, this represents a clear need to ensure access control is appropriately tight and well managed. Section 15 of the bill dictates that security measures must be in place to reduce the risk of physical harm to individuals in the premises in the event of an act of terrorism and specifically covers measures in relation to the movement of individuals into, out of, and within the premises.

Access Control and Martyn’s Law

The two greatest areas of focus for providers of building security systems are:

–        Maintaining premium quality security

–        Providing comprehensive access management

The Quality of Security

Ensuring that security is without compromise should not be in question – it is the very centre of the system’s purpose. A full assessment should be undertaken to confirm the true measure of security, and problems such as card cloning must be addressed, with building managers needing to consider upgrading legacy systems with more robust encryption-driven hardware and software that better represents the first-class capabilities of today’s premium access control. ..."

https://www.grosvenortechnology.com/insights/martyns-law-and-access-control-being-ready-for-the-terrorism-protection-of-premises-bill/

Recent Share Trades for Newmark Security (NWT)

Date Time Trade Prc Volume Buy/Sell Bid Ask Value

06-Dec-23 15:53:48 62.90 7,949 Buy* 55.00 60.00 5,000 O

06-Dec-23 15:41:56 59.25 8,418 Buy* 55.00 60.00 4,988 O

06-Dec-23 08:05:32 59.25 2,102 Buy* 55.00 60.00 1,245 O

So another NWT rise today: up 1.5p (2.61%) on the day, closing at 59p (55p - 63p): which is not only another new two-year closing high, but also a new two-year high period, i.e. exceeding the previous two-year intraday high as well.

And the 62.9p paid for the last buy today is well over the previous high paid this year (60.75p in August).

The last of the sub-60p NWT stock available has now gone, and just a penny rise will see a long-overdue NWT move into the 60s.

James,

My take on your posting activity here is that you are a trader, blowing hot and cold to suit your current trading position.

Would you please cut out the defamatory b.s., because serious posters here aren't interested in your dishonest nonsense.

People were bashing ORCA with the same sort of silly nonsense as here, and doubtless cost some people a ten-bagger.

It all looks to be coming together nicely here: and with a treble positive whammy of rig slot, bank funding, and licence extension potentially arriving at or about the same time imminently, the rise here could 'blow people's socks off'.

I would think that the SP Angel report - an impressive 32 pages - has been published just before this news is expected, and looks to me to be an extremely bullish sign.

Their 0.12p s.p. target looks conservative to me, and funds could potentially be raised later next year at a price well in excess of that level.

Look at ORCA and UPL this year, both raising funds after huge multibagging rises, and multiples of their s.p. low.

The tusnami is a tsunami of bashing posts here: now in double figures today since this SP Angel report was published this morning!

Apparently some people are petrified at potentially missing out on what could be a rapid multibagger here!!

This could well be 'the next ORCA': which recently rapidly 10-bagged.

NWT's presentation on Thursday of next week will be immediately followed, in the same room, by SoundThinking, Inc. (NASDAQ:SSTI):-

https://www.soundthinking.com/

At its current s.p. of US$23.63, SSTI has a market cap of about US$300M., and is on a P/E ratio of nearly 50, which is a mark of the sort of generous ratings that US tech stocks tend to command:-

https://finance.yahoo.com/quote/SSTI?p=SSTI&.tsrc=fin-srch

Grosvenor Technology's results for its year ending 30.4.23, i.e. pre-tax profit of £2.196M. on revenue of £15.574M., combined with an SSTI-style valuation multiple, could potentially give it a market cap. of up to c. US$100M. in a US spin-out from NWT.