Nexus Infrastructure Share Discussion Threads

[jonwig] 04/12/2017 11:50

Thanks David - appreciated.

Haven't heard from you for ages (demise of TMF?), but I see from your website we haven't many investments in common.

[wilmdav] 04/12/2017 10:35

It is a long time since I invested in a recent AIM flotation but this looks promising.

Here is my usual exercise on the company.

[douglas fir] 24/11/2017 18:00

24 Nov '17 - 11:00 - 14 of 17 0 0
I could do with a few long term, steady growth stocks - hoping this is one.

,,,,hve you looked at Biffa

hxxps://www.biffa.co.uk/services/waste-management-from-biffa/?gclid=EAIaIQobChMIwb37meXX1wIV4b3tCh0BTAScEAAYASAAEgKapPD_BwE

[shauney2] 24/11/2017 17:55

jonwig,thanks for digging out the Chargemaster information.

As for NEXS,still not sure what they mean when they mention in the Prospect battery storage.Time will tell.

[jonwig] 24/11/2017 11:35

RP19 - yes, I think so. "Tri-Connex" is named because they do gas, electricity and water connections for new-build in one package. They've added broadband and it would be a natural step to include charging points. Could even do a profit-sharing deal with a company such as Chargemaster.

[rp19] 24/11/2017 11:28

Doing a bit of research on this one. In terms of electric charging points, a lot of new residential developments have planning conditions associated with them which requires them to provide electric charging points at each dwelling. I think they just bang a plug in the garage as that is cheapest (Not that most garages are used for cars). I wonder if there is an opportunity for nexs to provide their installation services to developers?

[yump] 24/11/2017 11:00

I could do with a few long term, steady growth stocks - hoping this is one.

I think having been invested in some large stocks for the dividend and seen them on a continous falling share price, might as well buy smaller stocks that pay dividends and see if I get capital growth as well.

Not sure there is any security in large stocks any more. I think there's a saying that very large businesses, for the most part, can only get smaller. Perhaps in today's competitive global economy, you just can't run something sizable that will have secure profits.

[jonwig] 24/11/2017 07:28

This is the company:



So new-build homes could be fitted with the terminals (in the garage, say) and the homeowner buy the kit as desired without the need for re-wiring.

[yump] 23/11/2017 23:35

Completely missed that !

Expecting a pretty optimistic statement now from NEXS, when it comes. I wonder if they'll issue some sort of trading update prior to Jan. Actually only a month and a bit off now.

[jonwig] 23/11/2017 18:34

Well spotted shauney! Prospectus p17:

TriConnex is also exploring entering new sectors such as industrial and commercial sectors and new opportunities such as electric vehicle (EV) connections and battery storage.

One of my VCT holdings has a company which is involved here. I'll have a search.

[shauney2] 23/11/2017 17:45

The budget also promised £400m for electric vehicle infrastructure.I believe NEX are dabbling in fitting EV charging points.

[yump] 23/11/2017 17:17

Budget has provided £2.5bln housing infrastucture fund.

That's got to be good news for NEXS (mainly TriConnex), given the following from the admission document, where the forecast house building numbers are certain to be increased:

"The Directors believe that the UK housebuilding market is set to grow over the medium term given the high rate of household formation and demand for new homes supported by various government initiatives such as Help to Buy. Market forecasts for housebuilding activity from the CPA, estimate that annual private housing starts in the UK will increase from approximately 148,000 in 2016 (178,000 including public homes) to 158,000 (192,000 including public homes) in 2019(1)
. This rate of housebuilding activity is significantly below the historic average of approximately 180,000 private homes per annum(2). The ONS estimate that
household formation in the UK will be in excess of 250,000 per annum(3) over the short to medium term and the Directors believe that this will further drive sector growth given the imbalance between household formation and new build volumes. This effect is most prevalent in the more economically resilient areas of the South East of England and London where the Group’s operations are principally based."

[jonwig] 19/11/2017 08:26

The Times says -

Philip Hammond will use the budget this week to announce plans to build 300,000 homes every year — the equivalent of a city the size of Leeds.

The chancellor has revealed that he will unveil billions of pounds of extra investment, plus new powers and planning rules to ensure construction firms start building on sites that already have planning permission.

The need is pretty urgent.

[jonwig] 16/11/2017 15:57

Budget next Wednesday, I think. Labour have been pushing it hard, too.

[yump] 16/11/2017 14:47

If there really is going to be some government push behind housebuilding, must be a good thing for NEXS in general.

[yump] 31/10/2017 09:01

Year to Sept '17 results due 9th Jan.

[jonwig] 26/10/2017 14:41

Hi yump - I left post #1 free for that. Will deal with as soon as I've time.

[yump] 26/10/2017 14:00

Somewhere on the other thread I posted some financials from previous years - I'll have a look if you want to stick them in the header. Also the interims are somewhere in the float doc. Wrote them all down somewhere !

[jonwig] 26/10/2017 09:04

New thread:



Hasn't the scrolling problems.

[jonwig] 26/10/2017 09:02

. .



Nexus is a leading provider of essential infrastructure services to the UK housebuilding and commercial sectors.

The Group comprises two businesses: Tamdown, a provider of specialised infrastructure, civil engineering and reinforced concrete frame services; and TriConnex, which designs, installs and connects utility networks to properties on new residential and commercial developments.
Websites:



Major Shareholders (Total 45,400,765 shs)
Mike Morris (CEO) ........ 10,074,110 22.3%
Ruffer .................... 8,157,731 18.0%
Keith Breen ............... 6,715,907 14.8%
Otus Capital Management ... 2,282,182. 5.0%
Business Growth Fund ...... 2,093,998. 4.6%
Premier Miton Invs ........ 1,943,000. 4.3%
Close Bros Asset Mgt ...... 1,920,863. 4.2%
NR Holdings ............... 1,738,325. 3.8%

[jonwig] 25/10/2017 10:30

Today, sometime - good luch to us both!

[yump] 25/10/2017 10:14

Yes go ahead - I've just realised that's why the posts run on too wide and don't wrap, so I had to put in lots of breaks !

[jonwig] 25/10/2017 09:55

yump - since theis thread isn't too busy, would you object to me starting a new one?
The header link to the prospectus is too long so you can scroll off the page, and the creator doesn't seem to be around to alter it.

I can copy the useful earlier posts into the new thread.