Nexus Infrastructure Share Discussion Threads

[s34icknote] 20/4/2020 15:18

Continuation from Friday Sicknote

[s34icknote] 17/4/2020 12:45

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:

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.

[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:

[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.

[yump] 20/12/2019 15:45

Anyone's guess where this ends up, but would seem fairly likely to find a level at 200p - its a fairly safe valuation there - then just leave it for a year.

[mfhmfh] 20/12/2019 15:00

nice and steady

[yump] 18/12/2019 17:41

Looks like it was Ruffer releasing a few.

[yump] 16/12/2019 23:48

That's a huge volume compared to 'normal'

[mfhmfh] 16/12/2019 16:06

x 3 buys of 210,000 shares each at 190p.

[yump] 16/12/2019 11:22

More significant £ being spent buying now but if you wanted a large no of shares not sure theres many available. Could be like this a fair while until someone releases a large block.

[mfhmfh] 16/12/2019 11:19

all buys today. 200p next stop. uncertainty over with Tory majority.

All IMHO.

[yump] 11/12/2019 12:26

This could be the only floated play thats partly on electric car charging ? Very early days though.

Theres an obvious advantage in being part of nexs, as the whole project can be handled from survey to commissioning without contracting out.

[tokyojoe007] 10/12/2019 18:22

I have done some, yes they can bid for contracts and cross sell from other parts of their business, start-up to >£1mm turnover in a year with >£2mm order book, seems this board can build another big business, as they have done with the other two. E-charging points not tied to house building either, though that is no doubt a bonus, check their website blog, the photo’s/locations and forecourt operators. I’d say they are a minnow in this emerging market, but it’s a lake of opportunity - NIA, GLA