Nexus Infrastructure Share Discussion Threads

[jonwig] 21/5/2021 10:09

boadicea - good points.

But isn't home charging going to be significant? New builds will have to have chargepoints where possible, and Triconnex and sSmart are ideally suited.
There's also workplace charging whenever an office car park is present.

[boadicea] 21/5/2021 10:00

Roadside recharging is not quite the three minute exercise to which we are accustomed with liquid fuels. This will motivate other changes in the nature of refuelling/charging stations. Two particular factors that enter into the equation are - (1) time - recharging will be most conveniently done when we are engaged with other considerations such as eating and (2)cost - recharging can be done most economically (profitably) where there is a cheap source of electric power.

The influence of the first factor is already apparent with the installation of charging facilities in hotel and pub car parks from where I imagine most of NEXS work comes.

The other consideration might place charge points close to large scale solar sites.

Solar generation is a low voltage dc process requiring inversion to grid voltage for transmission. Charging is a low voltage dc process requiring transformation and rectification to dc for charging. The processes are not technically arduous but every step intrdouces some losses which add up.

It seeme logical to me to put charging stations adjacent to solar power field where both up- and down- voltage inversion, transformation, rectification can be eliminated and replaced with minimal series/parallel arrangement which leaves *only* the question of power storage to be solved.

That is a big 'only' but given that the solar fields occupy a lot of surface area, the space below that surface can be allocated to other use, eg. for a large scale vanadium reflow battery (VRFB) which is another essentially low voltage dc process.

Solar generation, vehicle charging and large scale power storage are currently seen as three rather separate developmental fields but they clearly fit well together.
Proposals for a pilot scheme would probably be looked on favourably and funding offered.

[goodgrief] 20/5/2021 14:13

Looking forward to my 30 quid divi... lol

[5oletrader] 20/5/2021 12:32

'Holding' - Not 'Folding' - Base Case:


eSmart Networks has been successful during the period in securing contracts in both the electric vehicle infrastructure and industrial and commercial sectors.  The order book of £12.2m at 31 March 2021 is a 455.0% increase year-on-year (H1 2020: £2.2m) and an increase of £8.4m during the six-month period. eSmart Networks is well placed to support the energy transition agenda in the UK and expects continued momentum and order book growth.

The UK's need for electric vehicle charging infrastructure is significant, with consumer demand for charging points to fulfil the needs of the increasing number of electric vehicles, along with support from the UK Government.  This, along with the high demand within the industrial and commercial sector for independent connections providers and renewable connections, is expected to result in the creation of valuable growth markets that eSmart Networks is well-placed to address.

GLA

[the deacon] 11/5/2021 08:53

Good post on LSE this morningBase case planning Today 08:23They referred to the business performing in-line with their base case expectations in the most recent update. Well, looking at the various scenarios laid out at the time of the placing last year, the base case recovery scenario sees the dividend reinstated in next week's results. Here's the text:1. Base case: (i) Group activity gradually improves from current depressed levels to c.80% of pre COVID-19 level from September 2020 onwards; (ii) Job Retention Scheme utilised until end of June; iii) Group loss making in H2 2020 (driven by Tamdown and eSmart Networks) but return to profitability in FY21 as the first year of recovery; iv) Head office completed in Q1 2021; and v) dividends to resume with the FY21 interim payment in July 2021 (the "Base Case").

[the deacon] 22/4/2021 09:33

Good trading update yesterday. Pleasing to see the rapid growth that eSmart is enjoying

[goodgrief] 21/4/2021 07:25

Impressive growth at eSmart Networks division with revenue increasing 150% YOY and the order book up 450% over H1 2020. Forthcoming IPO of Pod Point should attract some interest to this part of Nexus Infrastructure's business.

[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 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