Nexus Infrastructure Share Discussion Threads

[yump] 16/1/2018 09:32

Seems to just go up a few pence each day. Is that because there's only 10 of us buying ?
;-)

[ronwilkes123] 15/1/2018 19:09

Nice quiet board jonwig, low free float etc. V happy to be here. I don't think it's followed by too many

[jonwig] 12/1/2018 06:34

Ron - thanks for that observation. Housebuilders seem very busy and the gov't may be about to tighten the rules on land-bank hoarding.

[ronwilkes123] 11/1/2018 19:54

I work for a company in the same market, we have been told to expect a record year. Based on this I have invested here

[yump] 10/1/2018 13:19

Interesting there wasn't actually a drop after results, so looks like there are very few traders in here. Not that a 10% profit would be very exciting !

Looks like it could be a #littlegem. Think I'm getting the hang of all these pointless hashtags now ;-)

Or do you need to be tweeting or blogging to use # instead of just English ?

[jonwig] 09/1/2018 10:45

The reason for some sellers this morning may have been that news did leak and people bought on T+20 or similar and have banked their gains. When these are out of the way the share price should make headway.

[yump] 09/1/2018 08:45

Looks like there'll be time to get more shares at this price - get the usual few selling on results which I'll never understand with a share like this that is basically going to sit quietly in a dividend/growth portfolio.

I've done various modest combinations of eps and p/e (not that they are everything) and they're all coming to at least 270p.

If they just put in 15% growth that's 22p. Then take your pick of p/e's...

[battlebus2] 09/1/2018 08:04

Very pleased especially with the increasing progressive dividend.

[yump] 09/1/2018 07:52

I don't think that would be too much to expect ! I'm assuming this isn't widely followed so hoping I can get some more without an opening price jump.

They mention electric charging in the talk about acquisitions - so that's something to watch out for.

Re gearing: Triconnex overheads rose in proportion to revenue, by 1.5mln with revenue increasing by 6mln, so that's very promising, even if they have to keep increasing overheads.

[jonwig] 09/1/2018 07:31

So not far short of 300p for the share price?
I can live with that!

[yump] 09/1/2018 07:28

Crossed posts there !

Very pleased - delivering what it looked like they would. I don't think a p/e of 15 would be too much to expect given the quality of the business.

Be interesting to see what forecasts and coverage appear. I guess it would be too simplistic to assume a linear increase based on the 25% growth in order book, but that would give something upwards of 24p earnings for coming year, without any efficiency gearing ie. admin. costs staying fixed.

[yump] 09/1/2018 07:25

PBT and dividend are ahead of digital look, although dg must have got their number of shares wrong as the eps is 15.4 not 18.4. IPO costs were 1.7mln. Stick that back in and everything would be higher giving around 20p eps.

Order book increasing - optimistic statement for short and medium term.

[jonwig] 09/1/2018 07:21

Adjusting for IPO costs it looks as though they've beaten expectations: Revenue £135m, PBT (adj) 9.3m, eps (adj) 19.1p, div 6.3p.

Outlook very positive. TriConnex looks to have huge growth potential, including geographic penetration. Rating not demanding - PER of 12.3x.

[yump] 05/1/2018 15:20

Actually, if it does this for a few years I'll be quite happy. A nice set of steadily rising figures will do.

[jonwig] 05/1/2018 14:40

@ yump - considering the attrition rate with new issues, "only 15%" is quite OK. I don't know how leaky this company is, but with FY results on Tuesday something may have slipped out.

IC reckon 2017 will be a good year for housbuilders. I'm looking at Springfield Properties [SPR], small Scottish builder floated recently. No position as yet.

[yump] 05/1/2018 14:20

Funny looking at charts like this - they look spectacular until you realise the rise is only 15% so far !

[jonwig] 03/1/2018 07:06

Just to recap on Chargemaster - the Times reports that it is looking to float on AIM later this year:



A potential exit for ProVen VCT.

[jonwig] 18/12/2017 10:57

Ruffer increased from 11 to 13% - see header.

[yump] 15/12/2017 15:47

Looks like some are stocking up a bit before 9th. Jan. - Christmas will come and go in a flash.

[shauney2] 15/12/2017 12:38

Ticking up on some big trades.

[yump] 07/12/2017 10:17

Thanks for that. Hopefully NEXS will reach a similar rating if its all going to plan.

It may be that revenue/market cap. is high enough here to see some funds chasing it up at some point, once its got an established presence on the market.

[shauney2] 06/12/2017 10:31

Good results from FCRM yesterday.A read across to NEXS possibly.
Seems they are moving into EV infrastructure in a big way,from design to fitting and owning of the charging points.

[yump] 05/12/2017 09:16

Looking forward to the outlook statement in Jan. will be key to see whether they think the housebuilding initiatives are going to lead to higher growth, combined with the increase in order book since Brexit dip.

[wilmdav] 04/12/2017 12:25

Hi jonwig

My lack of posting was largely due to a series of non-investment related sagas. They are thankfully now all resolved but the distractions over a period of several years did mean I was left holding several stocks that I would otherwise have been out of. PRES was one of those but I have topped up recently in the hope that the oil market has finally turned and the biogas business with eventually follow suit.