Nexus Infrastructure Share Discussion Threads

[jonwig] 08/6/2022 08:03

H1 results: https://www.investegate.co.uk/nexus-infrastructure--nexs-/rns/interim-results/202206080700050618O/ Looks fine, though a small glitch with eSmart Networks held back total profits. Not a bother as far as I'm concerned. But it looks like we can forget an IPO there: In December 2021, we announced that we would explore strategic options to crystalise shareholder value in eSmart Networks. This process continues, with the focus on a minority investment in eSmart Networks by a third party. We will update the market as to the outcome of this review when finalised but are delighted that, in the meantime, eSmart Networks continues to play a leading part in the ongoing electrification of the UK.

[boadicea] 28/4/2022 16:39

Update as anticipated - a fair one if slightly unexciting. My interest has been concentrating on the e-smart prospect which is certainly expanding fast, as should be expected. However, although we have a predicted 200+% increase compared to 20H1 (i.e. £8.4M+ for recent half) it will not show a profit until the current year completes. One hopes that in part this is due to conservative accountimg principles relating to wip valuations in a fast expanding situation. There are also the vagaries of forward pricing in an unexpectedly inflationary situation. The company appears reasonably priced imv but anticipation of short to medium term cost pressures counterbalancing the undoubted expansion potential may shortly lead to keener (and hopefully temporary) entry possibilities for those following this interesting prospect. (All imv only and dyor.)

[p1nkfish] 25/4/2022 14:39

No shortage of stock for sale. Sell in May and go away in action here and elsewhere by the looks of it.

[the deacon] 20/4/2022 12:31

...but they usually post a trading update and notice of results a month or so prior, so hopefully something soon..

[the deacon] 20/4/2022 12:29

They've got May-June slated for half year results to March on their website. https://www.nexus-infrastructure.com/investors/shareholder-information/

[boadicea] 20/4/2022 12:17

Thought we might get an update on half year to end March about now. Next week?

[boadicea] 04/4/2022 13:25

Amazing lack of interest here - 10 trades make an exceptional day! Is it just below the radar?... or thought to be too small to make the grade against larger companies that will want in to this rapidly expanding market. Either way there will almost certainly be major developments - spin off, takeover, partnership or something else? As small shareholders we may benefit - or get squeezed out. Risks aplenty! Whatever, I'm in for the ride.

[jonwig] 04/4/2022 08:56

Sale and leaseback of Nexus Park, &13.5m to pay off debt and use for general purposes. But also, no doubt, to contribute in some way to the spin off of eSmart Networks. The recent excellent presentation pointed clearly to an IPO, I think, rather than a partnership deal. I'd want existing NEXS shareholders to get shares (obviously) and have the option to apply for more at the IPO price. Here's Nexus Park, but there's nobody there, except for a couple of dinner ladies: https://careers.nexus-infrastructure.com/nexus-park/

[the deacon] 30/3/2022 16:33

I think the interest will come. I thought the presentation was very compelling. Quite clear that they're working for and with some of the biggest names. Simon talked about one particular EV charging forecourt customer. Their 4 sites apparently will go live later this year and each site is worth approx £1m to eSmart Networks. That customer is now engaging with eSmart in order to design and rollout 200 forecourts nationwide...That's just one customer. It's quite clear just how big the opportunity is here..

[boadicea] 30/3/2022 15:43

I am surprised by the lack of reaction to yesterday's presentation. However, these major developments do not always proceed as initially envisaged. The power and distribution side is probably the easier factor to predict. More difficult is the presentation, accessibilty and connectivity. My own vision would be that in addition to plug-in charging, cars would be available with automatic docking facilities. This would require a high degree of dimensional and system standardisation. A small scale (but non-standardised) example is the current availabilty of automated lawn mowers which home in and dock on their charging station when requiring a recharge. The difference is that, ideally, any car would need to be compatible with any docking station.

[pr100] 30/3/2022 09:15

Preparing to float.

[the deacon] 30/3/2022 08:48

Here is the Investor Meet Company presentation that took place yesterday. Very compelling proposition here:https://youtu.be/1segu6wuujw

[the deacon] 28/3/2022 15:06

Podcast on EV charging infrastructure from eSmart Networkshttps://twitter.com/simoncgallagher/status/1508365885047717892?t=fxPMVMsLz2-S2CogXd9-eg&s=19

[livewireplus] 25/3/2022 07:51

Tenfold expansion in chargepoints by 2030 as government drives EV revolution - GOV.UKhttps://www.gov.uk/government/news/tenfold-expansion-in-chargepoints-by-2030-as-government-drives-ev-revolution

[jonwig] 25/3/2022 06:49

BBC R4 news has just reported that the government wants to increase the number of chaging stations from the current 30,000 to 300,000 by 2030. I can't find this online right now.

[goodgrief] 16/3/2022 10:32

And a short promotional video for e-Smart NetworkshTTps://youtu.be/9DzwJpU0PyE

[the deacon] 16/3/2022 08:50

Rapid growth over the last quarter, with exceptionally strong order book...https://www.linkedin.com/posts/esmart-networks_qs-commercialmanager-permanant-activity-6894976496268894208-Jk7g

[km18] 15/2/2022 12:05

Nexus Infrastructure is specialised in civil engineering services and infrastructure to the housebuilding and commercial sectors in the UK. Given these cutting-edge initiatives along with the firm’s diversified funding structure, the civil engineering services provider was able to enhance optimise revenue to £137m from £125.7m. As a result, operating profit leapt to £4.2m from (£2.5m) loss, resulting in a high EV/EBITDA of 13.81x. Subsequently, the firm is expected to optimise organic growth in 2022, illustrated by P/B ratio of 2.96x. Furthermore, Nexus Infrastructure derived a robust Return on Equity of 9.8%, signifying that both operating and investing activities are effectively funded by the firm to continue as a going concern while enhancing the value of their portfolio. https://wealthoracle.co.uk/detailed-result Keep up to date with WealthOracle AM

[jonwig] 15/2/2022 07:12

AGM statement: At the Annual General Meeting of Nexus Infrastructure plc (AIM:NEXS), a leader in enabling the energy transition by delivering sustainable infrastructure, convened for 9.00 am today, Richard Kilner, the Chairman will state: "The fundamental growth drivers for our business remain positive and are underpinned by macro trends and Government support for future proofed utilities, electric vehicle charging, renewable energy and housing. We continue to drive significant growth from our multi-utilities and energy transition services delivered by TriConnex and eSmart Networks and the Group's services remain in demand with order book growth across all three businesses. Although inflationary pressures persist with recent increases in labour, material and energy costs substantially above trend, we are managing them across our supply chain and customer base. With a strong balance sheet and order book of GBP300m, Nexus is in a position to benefit from the high levels of demand for multi-utilities, energy transition and civil engineering. The continued rapid growth of eSmart Networks has accelerated our recruitment and investment plans, which will result in profits weighted to the second half of the year. Whilst inflationary challenges remain, the trading outcome for the year continues to be in line with the Board's expectations."

[jonwig] 15/1/2022 09:00

Just seen the excellent eSmart video - thanks! Interesting that the installation involves quite a bit of earthwork, trenches, cable-laying, etc. Good reason for keeping Tamdown to hand! the new Non-Exec post looks like a plan to market eSmart as an infrastructure company for IPO.

[livewireplus] 14/1/2022 11:44

RNS issued for:Nexus Infrastructure PLC Appointment of Non-Executive Director

[the deacon] 14/1/2022 10:17

Good interview with the eSmart Networks CEOhttps://youtu.be/X0g6chdeLjQ

[jonwig] 01/1/2022 12:34

Thanks for that - he doesn't mention the upcoming M&A with e-Smart networks, which could be spin-off IPO. I contacted them saying it would be a good idea in that case to give existing NEXS holders shares in eSmart as consideration. It's also likely that there will be consolidation into just a few large charging installers. There are other options for eSmart of course.

[goodgrief] 31/12/2021 14:01

Interview with Fundamental Asset Management. Brief mention at 13:00hTTps://youtu.be/VFLrAZl5UNA

[jonwig] 10/12/2021 07:22

FY results quite impressive: https://www.investegate.co.uk/nexus-infrastructure--nexs-/rns/full-year-results/202112100700042060V/ Interesting that they're looking at "strategic options" for esmart networks. Personally I'd like to see it floated off on AIM with existing NEXS investors getting esmart shares shares as consideration.