Nexus Infrastructure Share Discussion Threads

[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 ....!!!

[thefartingcommie] 27/9/2018 16:16

cooeeeee;)

[goldry] 11/7/2018 17:07

CFO just bought a whopping 98 shares. That'll steady the ship.

[rp19] 05/7/2018 13:17

Definitely an encouraging increase. As you say, have to see if it continues.

[jonwig] 05/7/2018 07:51

RP19 - is this a partial answer to your point?



Not enough - yet - to be labelled a trend, I suppose.

[rp19] 03/7/2018 18:14

I am interested here but in terms of your question, I don't think those targets will be met. To an extent, house builders are keen to restrict supply to heighten demand and retain pricing pressure.

[jonwig] 03/7/2018 17:53

NEXS needs volumes. This helps:

The UK’s struggling construction sector bounced back in June, with activity increasing at its fastest level in seven months thanks to a recovery in house building and commercial work.

Survey respondents said that house building remained the strongest category of work in the sector, but added that they had seen a rise in new commercial projects. Civil engineering work rose only slightly, they said.

[jonwig] 01/6/2018 20:27

Will the target of 300,000 new homes pa by 2020 be met?

Greenfield land is being developed at the fastest rate for 25 years as campaigners warn that a Government drive to release land for houses means the countryside is being “concreted over”.



Of course most of the activity is in the south-east. And who does the "picks and shovels" work?

[ronwilkes123] 31/5/2018 12:01

Results gone down like a lead balloon shame

[yump] 30/5/2018 10:41

I'm not watching buyers and sellers, just the business.

[ronwilkes123] 30/5/2018 08:49

Market can soak up 150k buys and not move Yump. It needs rid of the seller imo

[yump] 30/5/2018 08:36

I think that drop was significantly overdone.

They're 15% ish ahead of last year, that's despite the delays from the weather.
So assuming a pro-rata increase for the full year and removing the £1.7mln exceptional (float costs) and perhaps add in a bit for delays from the first half...