Nexus Infrastructure Share Discussion Threads

[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.



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[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:



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.

[goodgrief] 22/11/2021 07:51

Might this generate a bit of interest in NEXS?New homes in England to have electric car chargers by law hTTps://www.bbc.co.uk/news/business-59369715

[mw8156] 22/10/2021 14:59

?are/should run(ing) down Tamdown and concentrate on the other 2 divisions.

[jonwig] 22/10/2021 07:24

Trading statement:



Two divisions performing very well. Will the market make allowance for Tamdown's poor show? Profits will be "in line with expectations" which doesn't really help, as we aren't told what these are.

FY results to 30/09 on 10/12.

[jonwig] 18/10/2021 15:05

Pod Point, the largest UK installer of electric charging points, expected to float (from EDF ownership) next month. Valuation will be a guide to valuing that segment of NEXS business.

[goodgrief] 21/9/2021 17:19

Rather disappointed to report that the event was not recorded. Not exactly looking to broaden its shareholder base it seems!

[jonwig] 21/9/2021 07:26

"Nexus (AIM:NEXS), a leading provider of essential infrastructure services, utilities connections and smart energy infrastructure, is today holding a virtual Capital Markets Event for sell-side analysts and investors."



There follows a long puff on the prospects for the EV charging division, which reads very much as a profits upgrade. Are they just wanting to increase the business's profile or is something else in the wind?

They could have encouraged wider participation via InvestorMeet or something like that.

[goodgrief] 20/9/2021 18:36

My only blue share today.

[jonwig] 08/6/2021 08:43

I've updated the header holdings.
Funnily enough, Otus held 3.8% in December (it's in the AR) so the RNS showing previous holding as "N/A" is incorrect.
The only other change is a small disposal by Ruffer.

[the deacon] 07/6/2021 16:33

A few institutions have either added or initiated positions recently. I think NEXS offers a very interesting way to play the EV/energy transition thematic. Clearly the eSmart business arm is in the midst of a rapid growth period

[goodgrief] 07/6/2021 16:26

Otus Capital Management have picked up 5%. That news has given Nexus Infrastructure a nice boost!

[5oletrader] 24/5/2021 08:28

24/05/2021 - The Office of Gas and Electricity Markets, also known as Ofgem, has invested £300m into expanding the UK’s electric vehicle (EV) charging network today, to push the pedal on the country’s low carbon future.

In the bid for net zero, the non-ministerial government department has put money behind the electric vehicle sector, to instal 1,800 new charge points across motorway service areas and key trunk road spots.

The investment will triple the current network, Ofgem said. Meanwhile, a further 1,750 charge points will be backed in towns and cities.

“This £300m down payment is just the start of building back a greener energy network which will see well over £40bn of investment in Britain’s energy networks in the next seven years,” Ofgem chief executive Jonathan Brearley said.

“In the year that Glasgow hosts the COP26 climate summit, the energy networks are rising to the challenge and working with us and partners to accelerate projects that can start now, benefiting consumers, boosting the economy and creating jobs.”

The UK’s electric infrastructure needs a considerable upgrade to support the heightened demand for EV transport.

Delivered over the next two years, the investment forms part of an estimated £40bn investment plan to bolster the UK’s EV infrastructure while maintaining secure supplies of electricity.

“With more than 500,000 electric cars now on UK roads, this will help to increase this number even further as drivers continue to make the switch to cleaner, greener vehicles,” transport minister Rachel Maclean said.

While electric car ownership is on the rise, Ofgem research has found that 36 per cent of households that do not intend to get an electric vehicle are put off making the switch over a lack of charging points near their home.

‘Range anxiety’ has curbed the uptake on EVs in the UK, with many families worried they would run out of charge before reaching their destination.

Ofgem has attempted to combat this by pinning a network of motorway charging points, as well as in cities like Glasgow, Kirkwall, Warrington, Llandudno, York and Truro.

The investment also covers more rural areas with charging points for commuters at train stations in North and Mid Wales and the electrification of the Windermere ferry.

“The payment will support the rapid take up of electric vehicles which will be vital if Britain is to hit its climate change targets. Drivers need to be confident that they can charge their car quickly when they need to,” Brearley added.

[jonwig] 21/5/2021 11:55

Octopus Energy has a tariff where you can be paid to charge up at some times of the night.

[boadicea] 21/5/2021 11:36

jonwig - Yes, my 'such as eating' was thinking in terms of mid-journey charging, but of course any time the car is not in use (home, work, etc) goes without saying and home charging will be the most basic.

[the deacon] 21/5/2021 10:47

eSmart have been installing battery storage in addition to the charging capabilities - see here..https://www.linkedin.com/posts/esmart-networks_more-350kw-charging-this-week-this-time-activity-6765299497070280704-2-u2

[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