Nexus Infrastructure Share Discussion Threads

[goldry] 01/8/2019 15:28

The last interim result was pretty good despite earlier problems. Some very bullish statements in the report. I'm thinking it might be a buying opportunity for the brave.

[shauney2] 01/8/2019 15:08

Could be Blackrock selling out.They went under 5% in May.

[value viper] 01/8/2019 15:04

Yes been unsettling this price fall have to say and directors only recently buying shares ?

[goldry] 01/8/2019 14:51

Yes, not low volume now!

[ronin92] 01/8/2019 14:40

Hmmm, someone's just dumped half a million shares @ 102p.

[goldry] 01/8/2019 12:55

Not much volume. Perhaps just a lack of news.

[ronin92] 01/8/2019 12:47

What was today's fall about?

[value viper] 03/7/2019 12:44

Directors buying en masse now

[dibbs] 02/6/2019 00:03

cascudi, they do and it's growing but only a minuscule part of the business with no material impact on financials for a few years yet I fear. Shame really as I'd looked at them hoping for a EV play.

Dibbs

[cascudi] 30/5/2019 14:01

I am not familiar with this company but good to see that they owns electric vehicle charging system

[knowing] 21/5/2019 15:13

Broker Forecast - Numis issues a broker note on Nexus Infrastructure Plc
By BFN News | 10:10 AM | Tuesday 21 May, 2019
Factsheet Nexus InfraPLC Ord GBP0.02 (NEXS)

Numis today upgrades its investment rating on Nexus Infrastructure Plc (LON:NEXS) to buy (from add).

[its the oxman] 29/4/2019 10:56

No position now having sold out last year. Real disappointment here , could easily drift down further. Management need to deliver some good news but looks unlikely to happen any time soon.

[davebowler] 29/4/2019 08:24

''Tamdown revenue was up 6.1% year on year. However, the Tamdown business has seen delays and changes to customer build programmes, affecting resource planning, increasing mobilisation costs and so impacting efficiency. Also, customer pricing pressure and higher than expected cost inflation have resulted in increased pressure on revenues and margins. Management anticipate that these current trading conditions, which are being caused in part by the uncertain political backdrop, will continue in H2. In H1 gross margins were c.13% and management expect margins to remain around this level for the remainder of the year, materially reducing profit for the full year. Despite the difficult market backdrop, Tamdown continues to win work from its extensive housebuilding client base, with an order book of GBP145m (2018: GBP118m) up 22.5% year on year.''

[thefartingcommie] 13/4/2019 10:25

fyi..


Apr 12 2019, 14:35 210.00 50,000 204.00 210.00 Buy £105,000.00 O
Apr 12 2019, 12:04 206.00 150,000 0.00 0.00 ? £309,000.00 O

[turbocharge] 05/2/2019 16:12

Waiting for limit buy order for 2,222 to be filled...

edit: Didn't get filled

[yump] 13/12/2018 10:14

I'll put my head on the block and say this is a raging bargain. Not all of the significantly increased order book is going to get delayed, so I'd expect decent profit growth to be inevitable and there's a good dividend to be going on with.

I think it should be on a p/e of 15 on the basis that its a quality business.

[tokyojoe007] 07/12/2018 13:42

Don’t forget the potential jewel in their portfolio, the newly launched esmartnetworks, installing high speed electrical charging points, for the exploding electric car market. A quick look at the website blog will tell you who their petrol forecourt deal is with, it’s in pictures and it’s not a small one... NIA and DYOR

[dahhad] 07/12/2018 13:24

I hope you are right; everything else in my portfolio is going down and showing no signs of Santa!!

[olliemagern] 07/12/2018 12:48

Expect a positive forward looking statement Monday, with more work from Countryside plc housebuiding partnerships, giving a good base level of work for the next 4 years.
Should set the company up for a Santa rally boost to the share price.

[value viper] 13/11/2018 10:56

so we know next results to be in line ; strip out net cash (£20 million), shares on about 7 times earnings - 3.4% well covered growing dividend - albeit I only aware of 1 analyst's projections. Business doesn't seem to be worsening and they seemingly have a tight handle on costs.
Is all that cash the company's ?
Is this now possibly on the turn ahead of update I wonder ; 1 year chart starting to look of interest. NRI.

[shauney2] 02/11/2018 11:53

Nice tick up at last.

[goldry] 09/10/2018 09:57

My thoughts exactly

[dahhad] 09/10/2018 09:46

what the ....!!!