Nexus Infrastructure Share Discussion Threads

[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 15:15

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 13:24

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 12:20

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 20:02

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 14:30

Interim results for the six months ended 31 March

[investor73] 12/6/2020 14:28

Firm placing raising £10 million

[yump] 29/4/2020 19:40

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 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.