Nexus Infrastructure Share Discussion Threads

[energeticbacker] 17/2/2021 09:43

Nexus delivered a mixed update on trading in its AGM statement. Investor's Champion comments that the £279m order book offers a large degree of reassurance.

[the deacon] 21/1/2021 13:23

NEXS got a mention on the VSA Tech and Transitional Energy podcast today. They're apparently taking to NEXS next week to find out more about the business

[the deacon] 21/1/2021 12:08

Indeed. By the middle of this decade, eSmart could be a good sized standalone business

[yump] 21/1/2021 11:53

Give it a while - its only a small part of their business...

[the deacon] 21/1/2021 11:44

Therein lies the opportunity right now...

[yump] 21/1/2021 10:26

Yes, they don't exactly make it sound riveting.

[solardave] 21/1/2021 09:59

eSmart Networks is in a massive growth area and is on the list of UK government qualified suppliers of EV charging infrastructure. I really cant understand why this is not promoted more by the company. All the other net zero infrastructure companies worldwide are worth many orders of magnitude more than Nexus. "eSmart Networks, our smart energy business, provides electric vehicle charging and smart energy infrastructure. The business was created in late 2017 to respond to the UK’s need for charging infrastructure, alongside the need for smart energy solutions. It is also developing the delivery of renewable energy connections and on-site extra high voltage electrical infrastructure." [hxxps://www.nexus-infrastructure.com/capabilities/smart-energy/]

[yump] 29/12/2020 17:41

Not sure the admission price is relevant - higher prices are often quoted by punters who work on the theory that if something has dropped from a peak, it has potential to get back there, but that ignores the reason it dropped. Still got quite a few of these but it looks like Tamdown has more than just covid impact to sort out, which imo will be a drag on earnings.

[pr100] 29/12/2020 17:03

They could certainly improve their investor relations given their topical business areas but they seem to be doing the main things right, ie winning business and delivering to clients, which is infinitely preferable to the MO of the typical AIM company which delivers lots of hype and little of substance. They must be well placed to grow exponentially now that the vaccines are getting delivered and the EU trade deal jitters are behind us. That may require them to raise more cash of course. They also need to review their housebuilding geography now that the govt has declared its intention to shift a lot of the additional new builds over the next 20 years into the north and midlands. Altogether an exciting and interesting company operating in guaranteed mid-long term growth sectors and a BoD which keeps its head down other than its financial filings. I hold a chunk at 150p average and will stay in for the long haul. If they improve their PR, I'll buy more.

[energeticbacker] 14/12/2020 09:46

Full year results from Nexus for the year ending 30 September 2020 were broadly in line with revised expectations. Investor's Champion comments that at the current price of 140p the shares sit 24% below the 2017 AIM admission price of 185p. Unfortunately, it has been tough going since listing, but the management team has grown Triconnex from a start-up in 2011 to become a really nice business delivering attractive margins, and they could achieve the same with eSmart networks as its market grows.

[yump] 24/11/2020 10:03

In theory NEXS should be a beneficiary of the new electric car targets.

[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.