Buy Or Sell Opportunity • May 07
Now 23% overvalued Over the last 90 days, the stock has fallen 7.1% to UK£0.97. The fair value is estimated to be UK£0.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Meanwhile, the company has become profitable. Announcement • Feb 12
Newmark Security plc Announces Board Changes, Effective 10 February 2026 Newmark Security plc announced the appointment of Jonathan Kempster as an independent non-executive director of the Company with effect from 10 February 2026. The Company also announced, further to the announcement on 15 October 2025, that Michel Rapoport has stepped down from the Board with effect from 10 February 2026. The Board would like to thank Michel for more than two decades of service as a Director of the Company and expresses its appreciation for their contribution. Jon has more than 25 years' experience as a public company director and is currently a Non-Executive Director and Audit Committee Chair of five AIM quoted companies: Norman Broadbent plc; Cambridge Cognition Holdings plc; Synectics plc; The Mission Group plc and Pennant International Group plc. Jon will not be seeking re-election at the forthcoming AGM of Norman Broadbent plc. Jon qualified as a chartered accountant with Price Waterhouse in 1990 and has been CFO of several companies including Low & Bonar plc, Linden Homes, Delta plc, and Wincanton plc. He has held several non-executive roles since 2017. Jon will be Chair of the Audit Committee. Following these board changes and the appointment of David Marks as Independent Non-Executive Director, announced on 9 December 2025, the Company's remuneration committee now comprises Newmark's three independent Non-Executive Directors, being David Marks (Chair of Rem Comm), Jon Kempster and Terence Yap. Current directorships/partnerships: Norman Broadbent plc; · Cambridge Cognition Holdings plc; Delta Pension Nominees Limited; Pennant International Group plc; Synectics plc; The Mission Group plc; Rochester Associates Ltd; JVM AG; JVM Property AG. Past directorships/partnerships: DX (Group) Limited · Serinus Energy plc (Jersey); Bonhill Group plc; Independent Trustee Services Limited; Ted Baker Holdings Limited; Redcentric plc; FireAngel Safety Technology Group plc; FireAngel Safety Technology Limited; Portcentric Solutions Limited. Reported Earnings • Jan 18
First half 2026 earnings released: UK£0.008 loss per share (vs UK£0.046 loss in 1H 2025) First half 2026 results: UK£0.008 loss per share (improved from UK£0.046 loss in 1H 2025). Revenue: UK£11.6m (up 13% from 1H 2025). Net loss: UK£72.0k (loss narrowed 83% from 1H 2025). Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 43% per year. New Risk • Jan 16
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 46% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Market cap is less than US$100m (UK£10.8m market cap, or US$14.5m). Buy Or Sell Opportunity • Jan 15
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 2.2% to UK£1.15. The fair value is estimated to be UK£0.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Meanwhile, the company has become profitable. Announcement • Jan 09
Newmark Security plc to Report First Half, 2026 Results on Jan 15, 2026 Newmark Security plc announced that they will report first half, 2026 results on Jan 15, 2026 Buy Or Sell Opportunity • Dec 10
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 35% to UK£1.15. The fair value is estimated to be UK£0.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Meanwhile, the company has become profitable. Valuation Update With 7 Day Price Move • Dec 05
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to UK£1.13, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 27x in the Electronic industry in the United Kingdom. Total returns to shareholders of 241% over the past three years. Buy Or Sell Opportunity • Oct 15
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 41% to UK£1.13. The fair value is estimated to be UK£0.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Meanwhile, the company has become profitable. Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to UK£1.03, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 28x in the Electronic industry in the United Kingdom. Total returns to shareholders of 310% over the past three years. Announcement • Sep 22
Newmark Security plc, Annual General Meeting, Oct 23, 2025 Newmark Security plc, Annual General Meeting, Oct 23, 2025. Location: holmes hotel, 83 chiltern street, w1u 6nf, london United Kingdom Reported Earnings • Sep 05
Full year 2025 earnings released: EPS: UK£0.071 (vs UK£0.014 in FY 2024) Full year 2025 results: EPS: UK£0.071 (up from UK£0.014 in FY 2024). Revenue: UK£23.0m (up 3.4% from FY 2024). Net income: UK£662.0k (up 394% from FY 2024). Profit margin: 2.9% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth. New Risk • Aug 19
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended October 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 37% per year over the past 5 years. Market cap is less than US$10m (UK£7.27m market cap, or US$9.80m). Minor Risk Latest financial reports are more than 6 months old (reported October 2024 fiscal period end). Announcement • Aug 11
Newmark Security plc to Report Fiscal Year 2025 Results on Sep 04, 2025 Newmark Security plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Sep 04, 2025 Reported Earnings • Feb 04
First half 2025 earnings released: UK£0.046 loss per share (vs UK£0.005 loss in 1H 2024) First half 2025 results: UK£0.046 loss per share (further deteriorated from UK£0.005 loss in 1H 2024). Revenue: UK£10.2m (down 1.4% from 1H 2024). Net loss: UK£431.0k (loss widened UK£380.0k from 1H 2024). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Announcement • Jan 13
Newmark Security plc to Report First Half, 2025 Results on Jan 31, 2025 Newmark Security plc announced that they will report first half, 2025 results on Jan 31, 2025 New Risk • Nov 20
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: UK£7.73m (US$9.78m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 33% per year over the past 5 years. Market cap is less than US$10m (UK£7.73m market cap, or US$9.78m). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin). Announcement • Sep 23
Newmark Security plc, Annual General Meeting, Oct 22, 2024 Newmark Security plc, Annual General Meeting, Oct 22, 2024. Location: holmes hotel, 83 chiltern street, w1u 6nf, london United Kingdom New Risk • Sep 13
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings have declined by 33% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (UK£8.44m market cap, or US$11.1m). Reported Earnings • Sep 11
Full year 2024 earnings released: EPS: UK£0.014 (vs UK£0.038 in FY 2023) Full year 2024 results: EPS: UK£0.014 (down from UK£0.038 in FY 2023). Revenue: UK£22.3m (up 9.7% from FY 2023). Net income: UK£134.0k (down 62% from FY 2023). Profit margin: 0.6% (down from 1.7% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Announcement • Sep 02
Newmark Security plc to Report Fiscal Year 2024 Results on Sep 10, 2024 Newmark Security plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Sep 10, 2024 New Risk • Aug 12
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended October 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported October 2023 fiscal period end). Market cap is less than US$100m (UK£8.20m market cap, or US$10.5m). Announcement • May 16
Newmark Security plc Provides Earnings Guidance for the Year Ended 30 April 2024 Newmark Security plc provided earnings guidance for the year ended 30 April 2024. The group expects to report robust year-on-year revenue growth with fiscal 2024 revenues of not less than £22 million (FY23: £20.3 million).Improved profitability and cash flow generation in FY24 led to a higher year end cash position of £1.1 million (30 April 2023: £0.6 million). New Risk • Apr 03
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: UK£7.41m (US$9.37m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 16% per year over the past 5 years. Market cap is less than US$10m (UK£7.41m market cap, or US$9.37m). Minor Risk Share price has been volatile over the past 3 months (7.9% average weekly change). Reported Earnings • Jan 26
First half 2024 earnings released: UK£0.005 loss per share (vs UK£0.049 profit in 1H 2023) First half 2024 results: UK£0.005 loss per share (down from UK£0.049 profit in 1H 2023). Revenue: UK£10.4m (down 2.4% from 1H 2023). Net loss: UK£51.0k (down 111% from profit in 1H 2023). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. New Risk • Jan 25
New major risk - Revenue and earnings growth Earnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 16% per year over the past 5 years. Market cap is less than US$10m (UK£7.03m market cap, or US$8.93m). Minor Risks High level of debt (70% net debt to equity). Share price has been volatile over the past 3 months (7.7% average weekly change). Announcement • Dec 21
Newmark Security plc to Report First Half, 2024 Results on Jan 25, 2024 Newmark Security plc announced that they will report first half, 2024 results on Jan 25, 2024 Announcement • Oct 02
Newmark Security plc, Annual General Meeting, Oct 31, 2023 Newmark Security plc, Annual General Meeting, Oct 31, 2023, at 09:30 Coordinated Universal Time. Location: Holmes Hotel, 83 Chiltern Street, London W1U 6NF London United Kingdom Reported Earnings • Sep 27
Full year 2023 earnings released: EPS: UK£0.038 (vs UK£0.086 loss in FY 2022) Full year 2023 results: EPS: UK£0.038 (up from UK£0.086 loss in FY 2022). Revenue: UK£20.3m (up 6.1% from FY 2022). Net income: UK£353.0k (up UK£1.16m from FY 2022). Profit margin: 1.7% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Announcement • Sep 14
Newmark Security plc to Report Fiscal Year 2023 Results on Sep 26, 2023 Newmark Security plc announced that they will report fiscal year 2023 results on Sep 26, 2023 New Risk • Aug 04
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended October 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Market cap is less than US$10m (UK£5.20m market cap, or US$6.65m). Minor Risks Latest financial reports are more than 6 months old (reported October 2022 fiscal period end). Large one-off items impacting financial results. Announcement • Jan 30
Newmark Security plc, Annual General Meeting, Feb 28, 2023 Newmark Security plc, Annual General Meeting, Feb 28, 2023, at 10:30 Coordinated Universal Time. Location: Holmes Hotel, 83 Chiltern Street London United Kingdom Reported Earnings • Jan 23
Full year 2022 earnings released: UK£0.003 loss per share (vs UK£0.018 profit in FY 2021) Full year 2022 results: UK£0.003 loss per share (down from UK£0.018 profit in FY 2021). Revenue: UK£19.1m (up 8.4% from FY 2021). Net loss: UK£804.0k (down UK£975.0k from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Terence Yap was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Terence Yap was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Jan 29
First half 2022 earnings: Revenues and EPS in line with analyst expectations First half 2022 results: UK£0.083 loss per share (down from UK£0.027 loss in 1H 2021). Revenue: UK£9.70m (up 23% from 1H 2021). Net loss: UK£775.0k (loss widened 211% from 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 10% per year. Board Change • Oct 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Terence Yap was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Jun 09
Newmark Security Plc. Provides Update on Trading for the Year Ended 30 April 2021 Newmark Security plc. provided update on trading for the year ended 30 April 2021. Trading for the second half of fiscal 2021 continued broadly in line with management's expectations, with the company showing an improved performance in second half as compared to first half. As a result, subject to audit, the company expects to report revenue for fiscal 2020 of c. £17.7 million, 6% lower than fiscal 2020 (£18.8 million), and a marginal profit for the full year. This reduction in full year revenue is significantly lower than what was achieved at the half year (23% reduction in revenue compared to first half of 2020), demonstrating the improved trading in second half. Announcement • Mar 19
Newmark Security plc Announces Resignation of Graham Feltham as Group Finance Director Newmark Security plc announced that Graham Feltham will be stepping down as Group Finance Director. Graham has agreed to remain in the role and as a member of the Board of the Company for a period of three months until 3 June 2021 in order to provide business continuity whilst a suitable replacement is identified. Reported Earnings • Jan 27
First half 2021 earnings released: UK£0.001 loss per share (vs UK£0.002 profit in 1H 2020) The company reported a poor first half result with weaker earnings, revenues and control over costs. First half 2021 results: Revenue: UK£7.86m (down 23% from 1H 2020). Net loss: UK£249.0k (down 123% from profit in 1H 2020). Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Jan 21
Newmark Security plc to Report Q2, 2021 Results on Jan 25, 2021 Newmark Security plc announced that they will report Q2, 2021 results on Jan 25, 2021