Member Info for Hedgehog100

"The significance of tailored security

... 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.

Effectiveness: While generic security solutions may provide a basic level of protection, they often fall short when addressing specific vulnerabilities. Personalised security solutions excel in precisely identifying and mitigating these identified risks.

Integrations: Recognising that many businesses already have established security systems and infrastructure in place, customised solutions prioritise seamless integration. Our approach considers your existing security framework, smoothly integrating new measures without causing disruptions to your ongoing operations.

Scalability: In today’s dynamic business landscape, change is a constant. A bespoke security solution is not just about addressing current needs; it’s also about preparing for the future. Customised security solutions offer scalability and adaptability, ensuring they can grow and evolve alongside your business."

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

Just added to NWT's website, an article that expands on a 9th. August Safetell article:-

"Insights

Why tailored security is the way forward"

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

"Importance of Customised Security Solutions: Safetell’s Approach

09 August, 2023"

https://www.safetell.co.uk/insights/importance-of-customised-security-solutions-safetells-approach/

Here's the part of the new article that lists the big benefits of a tailored-customised approach, including additional sections on employee training, and response planning:-

"The significance of tailored security

The forecasts are made up of generic security solutions and tailored security. Standard security solutions, while readily available, may not always be the best fit for your unique circumstances. Here’s why opting for a customised security solution is crucial in today’s business environment:

Cost-effectiveness: Generic products might be cheaper as an initial investment, but tailored security solutions can often be more cost-effective in the long run by avoiding unnecessary expenditures, optimising resource allocation, and minimising the potential financial repercussions of security breaches.

Risk assessment: A thorough risk assessment is crucial to finding the right security solutions for your organisation. It involves thoroughly examining your business’s unique risk profile, including location, industry, and past security incidents. This approach ensures precision in resource allocation, effective mitigation of specific vulnerabilities, and compliance with industry regulations.

Address specific needs: Every business has its distinct risks and vulnerabilities. A personalised security solution ensures a thorough assessment of these risks, resulting in strategies and measures precisely designed to mitigate them. Understanding these unique challenges and working with a business that understands them will help deliver the most effective and efficient security measures to protect employees, assets, and operations.

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.

Compliance: Different industries and client risk profiles have specific safety regulations and standards. A tailored security solution ensures compliance with these requirements, helping businesses avoid legal and financial repercussions. ..."

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

Everhopeful,

Well I think we know someone who's missed out on today's rise, don't we ...

Don't assume that others are as dishonest as you are innumerate.

All penny shares, no matter how good, can benefit from having their story spread, to alert a wider audience to their value, quality, and growth prospects.

Also note that TRP has today finished second on the top volume (by number of shares traded) list, with a hefty 700 million: that's 7.7% of the TRP shares in issue, and the highest TRP daily volume for nearly two months.

And at the current mid price of 0.034p, that equates to c. £238K., i.e. about eighteen times more than the £13K. you have stated.

LSE Volume Top Lists

EPIC Name Vol

MSMN Mosman Oil And Gas 3B

TRP Tower Resources 700M

Well done Dab, and I concur totally with your views.

2024 should be the year when the wider market starts waking up, and seeing-realising what we both do.

Good to see that NWT's website has been updated nice & promptly for your notification yesterday:-

"Shareholder Information

Newmark Security plc currently has 9,374,647 ordinary shares of 5 pence in issue.

Directors Shareholdings

• Maurice Dwek – 19.8%

• M Rapoport – 12.81%

• Marie-Claire Dwek – 0.53%

Other significant shareholdings

• Mrs S Reid – 10.96%

• Thalassa Holdings Ltd – 9.92%

• Lobbenberg J P Esq – 3.31%

• Mr & Mrs D Bitner and Son – 3.07%

The percentage of shares in issue that are not in public hands is 44.1%

The Company’s shares are not listed on any other exchanges or trading platforms

The Company is subject to the UK City Code on Takeovers and Mergers

No shares are held in treasury

There are no restrictions on transfer

Last update: 28 November 2023."

https://newmarksecurity.com/investor-relations/shareholder-information/

Recent Share Trades for Newmark Security (NWT)

Date Time Trade Prc Volume Buy/Sell Bid Ask Value

28-Nov-23 16:06:32 54.00 2,000 Buy* 50.00 57.00 1,080 O

28-Nov-23 14:51:24 54.00 240 Buy* 50.00 54.00 129.60 O

28-Nov-23 14:04:54 53.72 5,000 Buy* 47.00 54.00 2,686 O

28-Nov-23 09:21:51 53.09 5,000 Buy* 47.00 54.00 2,655 O

28-Nov-23 09:06:20 51.80 5,000 Buy* 47.00 52.00 2,590 O

28-Nov-23 09:05:16 47.35 2,000 Sell* 47.00 54.00 947.00 O

Today's NWT buying has resulted in a 3p (5.94%) rise on the day, closing at 53.5p (50p - 57p).

That's actually the highest NWT close since mid September, and sets up a more bullish short term chart pattern, with a higher low and higher high.

And going further back, both the one and two year NWT chart patterns are also looking bullish.

The Bitners are just 6,385 NWT shares above the 3% notifiable limit, and I wouldn't be surprised if they added more before NWT's interim results In January.

Though of course they won't have to notify this while they're below 4%, which gives them quite a bit of leeway.

28th Nov 2023 2:00 pm RNS Holding(s) in Company

"Holding in Company

Newmark Security plc (AIM: NWT), a leading provider of electronic and physical security systems, announces that it was informed on 28 November 2023 that Mr D Bitner, together with his wife and son, have increased their holding in the Company's issued share capital to 287,624 ordinary shares of 5p each, representing 3.07% per cent of the issued share capital of the Company.

For further information:

Newmark Security plc

Marie-Claire Dwek, Chief Executive Officer Tel: +44 (0) 20 7355 0070

Paul Campbell-White, Chief Financial Officer www.newmarksecurity.com

Allenby Capital Limited

(Nominated Adviser and Broker) Tel: +44 (0) 20 3328 5656

James Reeve / Liz Kirchner / Lauren Wright (Corporate Finance)

Amrit Nahal / Tony Quirke (Sales & Corporate Broking)

About Newmark Security plc

Newmark is a leading provider of electronic, software and physical security systems and installations that helps organisations protect human capital and provide safe spaces seamlessly and securely.

From our locations in the UK and US, we operate through subsidiary businesses positioned in specialist, high-growth markets.

We foster an open and inclusive work environment amongst our c.100 employees, serving hundreds of blue-chip customers.

Our product portfolio consists of Human Capital Management and Access Control Systems providing both hardware and software and physical security installations to various sectors.

Newmark Security plc is admitted to trading on AIM (AIM: NWT).

For more information, please visit: https://newmarksecurity.com/

Safe. Seamless. Secure"

https://www.lse.co.uk/rns/NWT/holdings-in-company-5xcq9fr9e06uo4z.html

So a new 'significant shareholder' to add to NWT's website, for the first time in years:-

"Shareholder Information

Newmark Security plc currently has 9,374,647 ordinary shares of 5 pence in issue.

Directors Shareholdings

Maurice Dwek – 19.8%

M Rapoport – 12.81%

Marie-Claire Dwek – 0.53%

Other significant shareholdings

Mrs S. Reid – 10.96%

Thalassa Holdings Ltd – 9.92%

Lobbenberg J P Esq – 3.31%

The percentage of shares in issue that are not in public hands is 45.2%

The Company’s shares are not listed on any other exchanges or trading platforms

The Company is subject to the UK City Code on Takeovers and Mergers

No shares are held in treasury

There are no restrictions on transfer

Last update: 3 May 2023."

https://newmarksecurity.com/investor-relations/shareholder-information/

Combined with the recent Thalassa Holdings indication that they will be holding their NWT shares (after top-slicing this spring), then the shares demand-supply outlook for this quite illiquid stick is now looking nicely bullish.

Retail shareholders can be a bit 'shy' about moving above the 3% holdings limit, so if someone does so the likelihood is that they will be buying even more at some point.

" ... go with a company/resource that is in a very safe, politically friendly, board of directors ..."

Ornamental,

They must be very big directors, LOL!

FME's 'safeness' hasn't stopped its s.p. declining from over 12p on 21.10.21, when it dual-listed on AIM, to 2.45p now.

21st Oct 2021 7:00 am RNS Admission and First Day of Dealings on AIM

https://www.lse.co.uk/rns/FME/admission-and-first-day-of-dealings-on-aim-bfdvituhjpes1pn.html

But its market cap. is still over £10M., about four times more than TRP's, though unlike TRP it looks a very long way from production.

It's also haemorrhaging cash, and a fundraising is believed to be imminent.

Finally, the challenged economic outlook makes a very bearish backdrop for its commodities. The nickel price for example has nearly halved this year, and could have a lot further to fall.

Still, thanks for flagging it up as reminder of just how good TRP is compared to most other resource stocks, and what poor judgement many investors can have about such matters.

“All it takes is one big winner to change your life. Find it before others, know it better than others, and hold it longer than others. When diligence, skill, and luck collide. One time.”

- Ian Cassell

"CHRISTOPHER MAYER

100 BAGGERS

STOCKS THAT RETURN 100-TO-1 AND HOW TO FIND THEM

... You should read this book if you want to get more out of your stocks.

Even if you never get a 100-bagger, this book will help you turn up big

winners and keep you away from sleepy stocks that go nowhere. If you

like investing in utility stocks, with their limited upsides, then this book

isn’t for you.

This book will change the way you think about investing in stocks.

You will never look at the problem in quite the same way again. I hope it

will energize and excite you about what’s possible. ...

Phelps found hundreds of such stocks, bunches available in any single year,

that you could have bought and enjoyed a 100-to-one return on

—if you had just held on.

This was the main thrust of our conversation: the key is not only finding

them, but keeping them. His basic conclusion can be summed up in the

phrase “buy right and hold on.” ..."

http://csinvesting.org/wp-content/uploads/2017/05/100Baggers.pdf

Well done to ZEG shareholders on a RTO at a 380% premium.

Those looking for a quick potential repeat may care to look at Aura Renewable Acquisitions (ARA): market cap. £0.551M. at 5.25p.

ARA looks to be one of the best value shells I have ever seen: trading at a large discount to cash, despite relatively low cashburn, and exciting near term deal prospects.

Aura Renewable Acquisitions (ARA) 5.25p Market cap. £551K. Current cash probably c. £ two thirds of a million.

https://www.lse.co.uk/SharePrice.html?shareprice=ARA&share=Aura-Renew-Acq

The potential impact of a good RTO deal can be even more than the MII premium investment.

On 14.11.23, ZEG closed up a whomping 364%, rising 110.6p to 141p, after returning from a near two month suspension.

ZEG's market cap. at its suspension price of 30.4p was £1.89M., which like ARA was less than its cash per share.

9th Nov 2023 11:34 am RNS Proposed Placing

"Further to the announcements of 31 October 2023 in connection with the Company's acquisition of Vodafone Spain for €5.0bn, Zegona announces a proposed placing to raise gross proceeds of approximately €300 million (£261 million) (the "Placing").

The Placing will comprise the issue of New Zegona Shares to institutional investors at the Offer Price of 150 pence per share by way of a non-pre-emptive placing. It will be conducted through an accelerated bookbuilding process which will be launched immediately following this announcement. ...

The Offer Price represents a 380 per cent. premium to the closing mid-market price of a Zegona Share on 22 September 2023, the date when Zegona requested that trading in its shares was suspended by the London Stock Exchange following press speculation in relation to the Acquisition. ..."

https://www.lse.co.uk/rns/ZEG/proposed-placing-whegwcj4uw7lm6n.html

From the 19.4.23 video interview with ARA's Chairman John Croft:-

"... we're very hopeful, put it like that, that we can do a transaction in this year. The sectors that we're particularly interested in are in energy storage generally, but particularly in battery technologies.

... there's a huge opportunity there ... I'm very hopeful we'll do something this year.

... with the minimum capitalisation having been moved up to thirty million pounds, it means actually that that valuation of the SPAC in the context of an overall transaction is relatively small. So we're starting to see valuations for SPACS in transactions heading up, and recently there have been some in London where the SPAC has been valued at multiple times of its cash balance, and multiple times the value of its original market cap. at the time it came to the market. So we see that as being very encouraging, and a positive sign for our shareholders going forward. ..."

https://www.proactiveinvestors.co.uk/companies/news/1012600/aura-renewable-acquisitions-very-hopeful-of-making-a-transaction-this-year-1012600.html

MII's news and rise a few weeks ago shows the intrinsic undervaluation of a main-listed shell trading at sub-cash, like ARA.

Especially with the 'tap now turned off' for the supply of new micro-cap main-listed shells: since early June this year,'new' shells have been banned from floating on the main market with a sub £30M. market cap. (previous minimum only £0.7M.).

So whereas previously the 31.10.23 MII investors could have sought to back a similar new shell at float, now such investors have to look to what's already listed. Which will gradually diminish in supply.

On 31.10.23, MII closed up 48.3%, rising 0.35p to 1.075p (1p - 1.15p). And this is even before any RTO deal.

31st Oct 2023 7:00 am RNS Board Changes, Share Purchases and PDMR Dealings

"Board Changes, On-Market Share Purchases and PDMR Dealings

HIGHLIGHTS

• Approximately £455,000 of existing shares purchased at 1.25p per share price by a range of new investors.

• 78.5% premium to the mid-market price at 30 October 2023

• 25% premium to October 2022 IPO issue price

• New Directors appointed with exceptional track records in the international oil and gas sector.

BACKGROUND

Milton Capital Plc is pleased to announce that certain other investors (the "Buyers") have agreed, via Peterhouse Capital, to acquire 36,400,000 existing ordinary shares through on- market purchases, at 1.25 pence per share, from a group of existing shareholders (the "Share Sales"). The selling shareholders include Malcolm Burne, a director of the Company, who has agreed to sell 12,000,000 ordinary shares as part of the Share Sales. Two of the Buyers, Edward Dawson and Richard Mays, who will join the board as Executive Director and Non-Executive Director respectively of the Company, with immediate effect, have each agreed to buy 4,000,000 ordinary shares in the Share Sales. ..."

https://www.lse.co.uk/rns/MII/board-changes-share-purchases-and-pdmr-dealings-nf794ufiobqej6k.html

LSE Volume Top Lists

EPIC Name Vol

TRP Tower Resources 603M

BOIL Baron Oil 471M

Coincidentally, TRP & BOIL closed yesterday (for the weekend) as the top two most traded shares by volume.

Could TRP soon be surpassing BOIL in another way as well?

A bit of news could soon bring this to boiling point, with a quite towering rise ...

James,

You have now made eight posts bashing TRP here today, characterised by silly nonsense.

So if anyone is giving the impression of being paid by a boiler room, it is yourself.

10th Nov 2023 10:00 am RNS Half-year Report

... Interim Management Report

Dear shareholder,

I am pleased to present the interim report and accounts for the six-month period to 31 October 2023 for Citius Resources Plc.

The Company was pleased to announce during the period that we have entered into a binding Heads of Terms for the acquisition of 100% of the issued shares in Harena Resources Pty Ltd ("Harena") the 75% owner of the Ampasindava Rare Earths Project in Madagascar (the, "Acquisition"). Harena is an Australian domiciled company preparing to develop the 75% owned Ampasindava Rare Earths Project, which will include the mining and processing of Ionic Clay material to extract Rare Earth elements to produce Mixed Rare Earth Carbonate or Mixed Rare Earth Concentrate.

Harena is what can be described as Reverse Take Over ("RTO") advanced stages therefore the Company is well positioned to complete the Acquisition in this next reporting period which would constitute a RTO under the Listing Rules and accordingly, the company would apply for re-admission of its shares to the Official List and Main Market of the London Stock Exchange.

I would like to thank the board and our advisors for their dedication and professionalism in what can only be described as challenging market conditions and we look forward to applying for re-admission and moving the exciting Ampasindava Rare Earths project forward.

Cameron Pearce Chief Executive Officer ...

6. Impairment of the loan

On 9 June 2022 the Company announced that it has entered into a binding Heads of Terms with regard to the possible acquisition of 100% of the share capital of AUC Mining (U) Limited ("AUC"). As part of the Heads of Terms, the Company loaned AUC £249,341. On 26 October 2023, the Company agreed to terminate the agreement with AUC for the acquisition of the Kamalenge project, and therefore, the loan was impaired to Nil. ...

https://www.lse.co.uk/rns/CRES/half-year-report-kag2ohpt5266ogb.html

"that demand is having trouble keeping up with supply."

Sorry, that should of course be the other way around: i.e. rigs supply is having trouble keeping up with demand.

And I would prefer that as an 'issue', to for e.g. a project being questionable, or the commodity price outlook being too poor.

All TRP needs is a rig, and it's in business.

And it's just a question of time.

Redeyemines,

It's true UK companies can't issue shares below their nominal/par value.

However, this nominal/par value can be changed, albeit authorisation is required.

And there's also a common mechanism to get around the restriction using what is termed "deferred shares".

E.g. Here's Oracle Power (ORCP) last month explaining that they're going to issue new shares in a placing at 0.035 pence per share even though the existing nominal price is 0.1 pence per ordinary share:-

4th Oct 2023 7:00 am RNS Placing, Capital Reorganisation and Notice of GM

" ... Capital Reorganisation

The Placing Price is less than the current nominal value of 0.1 pence per ordinary share. The Companies Act 2006 (as amended) prohibits the Company from issuing new shares at a price below nominal value. Accordingly, the Company is seeking shareholder approval to carry out the capital reorganisation through which it is proposed that each existing ordinary share will be subdivided into one new ordinary share of 0.001 pence (the "New Ordinary Shares") and one deferred share of 0.099 pence (the "Deferred Shares") (the "Capital Reorganisation"). The Deferred Shares will have very limited rights and the Company will not issue any share certificates or credit CREST accounts in respect of them. The Deferred Shares will not be admitted to trading on AIM or any other exchange. ..."

https://www.lse.co.uk/rns/ORCP/placing-capital-reorganisation-and-notice-of-gm-mg4qp3y42q36a44.html

The fact that its a 'seller's market ' for rigs at present is actually quite a reassuring reason for the delays.

I.e. Profitable near-term production O&G is considered to be such a relatively attractive proposition at the moment, that demand is having trouble keeping up with supply.

That contrasts with many penny shares at present, where the fundamental business case doesn't simply stack up in the current depressed markets.

That's why intelligent investors have been loading up here at the current uber cheap prices.

It's one of the very best opportunities on the London Stock Exchange at present in my opinion, with what looks to me like the possibility of nearer term ten-bagging, with limited downside.

Note that the RTO route may have attractions to the IPO route that may give it additional 'value' to a company wishing to float:-

• A requirement to give away less equity than in an IPO.

• Potentially more speed and certainty - an aborted IPO due to market conditions could be very expensive, and time is money.

• The 'shellmeisters' may also have attractive business acumen, contacts, and 'clout', that may be attractive to the floating company.

Remember that if the company floating is valued at hundreds of millions, then a shell value of a few £millions may be just 1% of the expanded equity, which is comparatively insignificant.

There have been some shell-RTO deals signed relatively recently where the shell has been valued at multiple times its cash balance, and multiple times the value of its original market cap. at the time it came to the market.

The positive aspects are that this business sale removes the perceived risk of PTY going bust, and creates a very attractive cash shell: with a low market cap., good cash balance, and capable directors ... and at an ideal time.

Poor stock market conditions tend to make it harder to IPO, increasing the attractions of the RTO (reverse takeover) route, and increasing the bargaining power of listed shells.

And meanwhile, the valuations of RTO targets for shells tend to be depressed.

So in summary, listed shells are in effect becoming more valuable: more capable of cutting a cracking RTO deal on great terms - i.e. a better shell valuation and lower target valuation, and great quality targets.

Moreover, listed shells are a great place to 'park funds' at the moment.

Many investors may wish to reduce their exposure to shares in companies with trading businesses, but holding cash for months doesn't give any real direct upside - certainly in the short term.

A PTY shell though will have both cash underpinning, and great potential upside - it could easily double or more from this level on a good deal.

And you don't have to worry about funds being tied up here for a while if you won't be using them anyway.

I was certainly hoping for a lot more (not that the share price was really factoring in anything more), and the buyer looks to be getting the business very much on the cheap.

But unless this deal quickly flushes out a fairly definite bid at a significantly higher price, this deal will very likely go through.

But a rival bidder would have to move quickly, as this deal looks to be being rushed through:-

"The proposed Disposal is subject to shareholder approval at General Meeting of the Company to be held on 7 December 2023 at 1:00 p.m."

https://www.lse.co.uk/rns/PTY/proposed-disposal-of-ppl-and-notice-of-gm-eccz5a1vycic7x8.html

Presumably this is a situation that only requires 14 days' notice:-

"If the directors of a listed public company call a general meeting, they should give at least 21 days’ notice except in certain situations."

https://www.rocketlawyer.com/gb/en/business/run-a-private-limited-company/legal-guide/general-meetings#:~:text=When%20can%20directors%20call%20a,21%20days'%20notice%20is%20required.