Nexus Infrastructure Share Discussion Threads

[rp19] 23/10/2020 14:15

One I am keeping an eye on but I don't think there is a great deal of new housing developments going through planning at the minute (focussing on sites already on the ground) so may take a while for demand to come back.

[the deacon] 23/10/2020 12:24

Quite agree. Looks a compelling prospect over the next decade - given likely green infrastructure spending. Cheap now, but could get cheaper still. Decisions...

[energeticbacker] 23/10/2020 11:20

Featured in today's Investor's Champion update – trading in the second half of its financial year ending 30 Sept had been severely impacted by the pandemic. Management remains optimistic (aren’t they always!) but we sense its going to remain tough for a while longer. However, the rebound when it comes could be rapid and the £57m valuation looks very modest for a business which delivered £9.4m of operating profit only two years ago, with plenty of cash to support growth.

[yump] 12/6/2020 19:02

Its a real shame that just as they post a 20% growth in profits and earnings, covid came along. NEXS might well have had earnings of say 16p and resuming growth I think that could easily have justified a share price well north of the previous high. Reluctantly I got rid of a chunk when the share price was stable at 180p. No idea what to do with the other half, except hold. 7 million shares is around a 20% dilution. So when its fully recovered, that might put the shares on a lowish p/e of around 10, assuming the dilution cancels out 20% growth (very approx.) Maybe a long wait for a year or so for full profits recovery, but still good longer term prospects imo.

[investor73] 12/6/2020 13:30

Interim results for the six months ended 31 March https://www.londonstockexchange.com/news-article/NEXS/interim-results-for-the-six-months-ended-31-march/14575067

[investor73] 12/6/2020 13:28

Firm placing raising £10 million https://www.londonstockexchange.com/news-article/NEXS/firm-placing-raising-10-million/14575147

[yump] 29/4/2020 18:40

When you look at the comments in the trading update, its clear they won't get anywhere near eps forecasts of 16-17p for a while, so a difficult decision at this price. Assuming perhaps flat earnings. The share price did recover fast though.

[s34icknote] 20/4/2020 14:18

Continuation from Friday Sicknote

[s34icknote] 17/4/2020 11:45

Beginning to race up with every small trade .Shame about the spread on this one Sicknote

[mfhmfh] 24/2/2020 21:45

Panic selling. Great buying/top-up opportunity. IMHO.

[yump] 20/2/2020 17:42

Thanks for spotting that. It looks like significant news, as previously I think they were just doing 'communal' points (not sure if that's the right phrase). Not sure if I posted this before but looks at market segments: hTTps://www.pwc.co.uk/industries/power-utilities/insights/electric-vehicle-infrastructure-report.html I wonder if charging is potentially enough of a stand-alone business to float it off ? It would certainly be an attractive float. There are a variety of VC's etc funding various stand-alone charging businesses.

[shauney2] 13/2/2020 11:30

I think they provide all their services now for residential including EV charging points. hTtps://www.triconnex.co.uk/post/triconnex-launches-first-multi-utility-ev-charging-solution

[yump] 13/2/2020 08:39

General data on scale of electric charging points: we’ve got a few thousand but will need 100’s of thousands. That includes home installations of course which nexs not involved with afaik.

[mfhmfh] 06/2/2020 18:05

NEXS mentioned: Who will be the winners from the electric vehicle revolution? hxxps://www.investorschampion.com/channel/blog/who-will-be-the-winners-from-the-electric-vehicle-revolution

[mfhmfh] 05/2/2020 12:10

The UK's EV charging infrastructure is woefully inadequate at the moment. The company's eSmart Networks should benefit from the need for infrastructure investment. This from the full year results released on 10.12.19: eSmart Networks: · Revenue totaled £2.1m (2018: £0.3m) as customer base increased and diversified · Investment of £0.6m as business continues to scale up in parallel to the growing pace of the EV charging infrastructure market · Continuing period of investment, with profitability expected towards the end of 2020 All IMHO.

[yump] 05/2/2020 11:06

mfhmfh Yes, the earlier aims for electric cars must mean the installation of charging stations has to accelerate significantly and NEXS will benefit.

[yump] 04/2/2020 14:59

I note the comment that the increase in SUV sales has made a 'mockery' of the electric car initiative. But surely we can't expect people to give up their pathetic illusion of being a celebrity by buying a nice shiny SUV and sticking a personalized number plate on it.

[mfhmfh] 04/2/2020 09:34

More need for EV infrastructure and at a quicker pace: https://www.bbc.co.uk/news/science-environment-51366123

[yump] 04/2/2020 08:32

Still sneaking up...

[yump] 29/1/2020 16:38

Looks like it might head back to where it was before the problems. If they restore margin in Tamdown, with an increased order book across the whole business, then in theory it will at some point be worth more than the previous high. Quite happy to wait though. Perhaps its attracting the attention of electric car market watchers ? The forecast I've seen is 16p for year to Sept 20, with a 3% yield. So if it gets back around 250p that would be a p/e of around 15.

[yump] 27/12/2019 12:04

Perhaps the electric vehicle charging market opportunity has caught some interest, although from a small base, 0.8mln to 2.5mln in a year isn't bad. Can't imagine traders buying at this level, so presumably longer term investors. I think future share price growth depends on whether NEXS comes to be viewed as a solid growth stock with a good dividend, which might then jump the rating. Surely a pause somewhere around 210p is likely - as its recovered that sudden drop from early this year.

[mfhmfh] 23/12/2019 10:21

200p being made today.