Nexus Infrastructure Share Discussion Threads

[jonwig] 10/8/2022 07:01

pr100 - I assume you have special knowledge of that trade ...🙄

It's not the MMs who stamp buy/sell, it's a simple ADVFN algorithm based on the mid-price. It's certainly quite unreliable, I agree!

[pr100] 10/8/2022 06:30

Biggest trade yesterday was 10k at 141p which was a buy even though the spread was 140-150 and deal was done at the lowest price recorded yesterday for any trade. MM playing games to mark the trade as "unknown" when the computer would have reported it (wrongly) as a definite sell.

[p1nkfish] 10/8/2022 06:14

Might just be the market was none too surprised so just a few have been shaken out.

[robertspc1] 09/8/2022 21:41

Amazed at so little volume and share price drop. Usually 30% fall or so on profit earning etc. not buying yet

[jonwig] 09/8/2022 09:13

The chip shortage could get worse. That would affect everything electrical, which usually means electronic these days.

I imagine that's a big factor here.

[p1nkfish] 09/8/2022 09:05

So far, at least, volumes low.

No massive panic and perhaps only few stops taken out as market partially aware there would be bumps in the road.

One to watch.

[p1nkfish] 09/8/2022 08:58

This market won't take many prisoners.
An example of customer caution and liquidity drying up.

Heading into a substantial amount of uncertainty across many sectors with demand being there but realisation of that demand, in terms of actual spending, being pushed back.

[jonwig] 09/8/2022 08:04

The "small glitch" of delayed revenues from eSmart Networks has surprised the markets, even though it was well signalled at H1.

[jonwig] 08/6/2022 08:03

H1 results:



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:

[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