Nexus Infrastructure Share Discussion Threads

[value viper] 03/5/2018 16:59

37% of gross profits approx from triconnex so not insignificant if this area sluggish
it is clearly the higher margin bit as about 20% of total revenues
but what's now in the price ? net cash and now yields near 4% and well covered
has some rag said sell today i wonder ? looks a lot like some retail selling today

[yump] 03/5/2018 16:49

Triconnex has been explained and they are not really 'issues' when the order book is increasing by significant amounts. I suggest tempering the worry with the knowledge that the shares move quite violently on buys or sells, so those just reflect a few investors not 'the market'. Probably worth asking yourself whether you would worry about Triconnex if the share price had stayed around 220-240p. Because the report would be exactly the same.

I think its quite likely that some folk who had this down as a growth share for this year don't like waiting, now that it looks like it will be next year.

Any sort of delay comment is being punished by large percentages in very large stocks, so not surprising in a more tightly held stock to see the price shifting suddenly.

[ronwilkes123] 03/5/2018 12:19

As ever when new listings disappoint the market, I fully expect this to go under the listing pricingThe issues at triconnex appear to be worrying

[ronwilkes123] 02/5/2018 17:34

Disappointing to see this fall - will await interim figures at end of month and nice dividend - still has significant cash

[ronwilkes123] 30/4/2018 13:00

Big seller ??Buying but no movement

[yump] 30/4/2018 09:07

I think its also important to note that although operating costs are not forecast to grow this year, there were 1.7mln of IPO costs last year, before arriving at the final profit figure and eps. So the final profit/eps will not be flat.

So I reckon on a quick calculation, this is pretty much sitting on a p/e of 10ish for this year, with growth to come next year, as these 30%+ increases in order book should start to fall through to increased profit.

Frustrating to have to wait for an increased p/e x some eps growth, but nice yield in the meantime.

[goldry] 27/4/2018 19:09

I agree, it’s an over reaction, probably in part due to the general uncertainty in markets at the moment. MM’s obviously aren’t helping. Plenty of upside imo. Door.

[yump] 27/4/2018 18:45

Its not like the contract signings have got delayed, just the start and therefore the start of the revenue flow. So presumably with the increased order book, there'll be a short period of flat revenue this year, while the new orders get going and then they'll all overlap, which will even out the delays.

[eurofizz] 27/4/2018 09:39

When Hargreaves system can't provide (a few months ago) a web purchase for > £4000 of these shares then my take is that there is one man and a dog market making for them ? I woke to see -17%, then read the statement release and thought "what did I miss?", nothing. I ain't coming out of this tree even if they are shaking it very hard !

[yump] 27/4/2018 09:00

MMS in this market seem to be taking a safety first approach the big markdowns seem common on any even mild hiccup. Main thing is the order book increasing

[its the oxman] 27/4/2018 08:23

Fall overdone so a nice opportunity to add. Still winning business and growing so should bounce back - in time. Shame for us holders today though.

[value viper] 27/4/2018 08:12

not great agreed but Triconnex very small part of the business I recall (if higher margin).....I think (?) market over harsh knocking it 20%.

[its the oxman] 27/4/2018 07:52

Not good but no disaster either. Some Triconnex orders have slipped but importantly the business has not been lost. That said market will of course mark these down.

[its the oxman] 30/3/2018 10:27

Looks market related profit taking, a buying opportunity for the brave i guess.

[goldry] 22/3/2018 13:09

Anyone know why the big drop today? I was trying to sell this morning (before the drop) but couldn't get a quote or sell on exchange.

[douglas fir] 22/3/2018 07:22

Nexus Infrastructure plc

("Nexus" or the "Company")



Director Dealing



Nexus Infrastructure plc (AIM: NEXS), announces that it has received notification that Geoffrey French, Chairman, purchased 5,000 Ordinary Shares in the Company on 21 March 2018. Mr French's total interest in the Company is now 10,000 Ordinary Shares, representing 0.026% of the total voting rights of the Company.

[yump] 09/3/2018 18:44

Oh I hadn't noticed this had gone back up. Very pleased as bought a load more recently.

[its the oxman] 08/3/2018 13:47

Scope to rise higher. 300p plus come next results hopefully.

[jonwig] 08/2/2018 09:25

xd 4.2p today.
PER historic 12.7x.
PER prospective 11.2x.
AGM 6 March.

[spreadsheetsteve] 31/1/2018 16:09

A small share purchase by Chairman Geoff French today. I used to work for Scott Wilson when GHF was Chairman there, and he was well respected by everyone. I've added to my watch list and might add some if funds become available at some point

[ronwilkes123] 29/1/2018 02:28

I believe this was now an older tip, comment then last week. Please ignore

[ronwilkes123] 20/1/2018 09:57

I've seen an interview with the boss listed on here, where he is excited about growth prospects. I'd assume four months in almost to fy2018 he'd have a good feel for the year, especially as jobs like the ones they complete need a fair few puzzle pieces in place before they can commence work. I'm pretty confident they are ahead at this stage imo. Half year report in a few months will tell us more.

[jonwig] 17/1/2018 12:02

The broker estimates (I assume it's just N+1 Singer) are for eps 21.7p in 2018 and 25.3p in 2019. So the share price still doesn't look stretched and investors looking at PEGs will be happy.

[ronwilkes123] 16/1/2018 12:49

Can keep doing this for me yump I'm in no rush. Seemingly it's only had two red days since last July