Nexus Infrastructure Share Discussion Threads

[thefartingcommie] 03/5/2018 19:25

Ron,
ok...my tuppenceworth here..(I am a holder by the way).

For sure this is boring,dull,disappointing..put your own word on it.However...Ruffer has significantly increased their holding over the past few months...ok...one or two other institutions have reduced around the edges..and I think there was a director buying at around 2.65p or thereabouts.So whilst this is a setback for sure...we all want good stuff to happen yesterday...this does not strike me as being anywhere close to being terminal.

Also,worth noting that volume is pretty thin..only c 39k traded today which pitiful.One seller unloading....and its a free hit for the market makers.

Have a nice evng.

[ronwilkes123] 03/5/2018 19:09

The one thing here I can't understand is how the issue can be addressed - are they telling the local authorities to speed up lol I'm afraid some of these jobs could be frozen a long time

[thefartingcommie] 03/5/2018 19:04

I don't as a rule publish what I hold and when. My sale on 31/01 had nothing to do with my feelings about the company, but part of a general move to cash in the face of a fragile market. I was jettisoning small caps first!


So what??

nobody expects you or anybody else to publish what they hold etc....and this feeble response does not in any way address my original point.

this is just the sort of 'plausible deniability'....that I wld expect from someone such as yourself whose colours are now firmly nailed to your mast.

What I find utterly beyond the pail is your overwheening sense of rightness and faux authority which is on display in your posts on other threads....and similarly on here.

Take a check up from the neck up mate.

[ronwilkes123] 03/5/2018 18:47

Numis has said buy already with a 2.30 targetI await the month end interims with interest

[ronwilkes123] 03/5/2018 18:46

As I say I'd like to see the quality of the order book before getting involved further - the first year post listing appears to have been a write off - I wouldn't get involved here until the problems at triconnex are resolved

[jonwig] 03/5/2018 18:41

@ ronwilkes - apologies for not being clearer. I don't as a rule publish what I hold and when. My sale on 31/01 had nothing to do with my feelings about the company, but part of a general move to cash in the face of a fragile market. I was jettisoning small caps first!

I'd expect broker N+1 Singer (maybe others?) to publish their views soon. If so, I'll summarise.

[ronwilkes123] 03/5/2018 18:30

I must state as well I as of a few days ago used to work for a competitor, who also had a record order book. Some of the orders - don't actually happen funding will be pulled - some will be on hold for an immense amount of time. I note the two owners sold a lot of shares on listing - I'd like to see the quality of the triconnex order book - this is setting off alarm bells

[ronwilkes123] 03/5/2018 18:21

You do have a point mate, you shouldn't really post as if you still hold jonwig - esp on stocks that have turned into messes like this

[ronwilkes123] 03/5/2018 18:00

Profit warning and suffering

[jonwig] 03/5/2018 17:57

@ ronwilkes - You may be right, I hope you're wrong! I read this as an established company not a chancer, so it would be a pity if they resorted to financial manipulation.

I sold end-Jan and would be interested in getting back in, but don't feel it's right yet.

EDIT: didn't see your post re Shares Mag - what's their main point, please?

[ronwilkes123] 03/5/2018 17:53

Shares magazine has a highly negative article out on this today - reason for the share price fall

[ronwilkes123] 03/5/2018 17:48

Where's the bottom here as well ? May well see 1.20 area, no buying pressure at all causing these falls

[ronwilkes123] 03/5/2018 17:13

Strong feelings that they are conning people on the order book - they'd be better served splitting the work that has a definite start date from that doesn't. Appears possibly like a good old pump and dump placing job to me

[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.