Nexus Management Share Discussion Threads

[jammytass] 31/10/2012 15:57

nexus will soon muck up there business

[bishopawn] 31/10/2012 15:54

Take a look at:

and their list of happy customers, one of which just happens to be:

"Our preferred supplier for more than 12 years and a genuine trusted advisor to our business, I have found the whole team to be both helpful and knowledgeable."

Richard Burton - Data Center Manager - HCA Healthcare

More importantly take a look at




"At its founding in 1968, Nashville-based HCA was one of the nation's first hospital companies. Today, we are the nation's leading provider of healthcare services, a company comprised of locally managed facilities that includes about 163 hospitals and 110 freestanding surgery centers in 20 states and England and employing approximately 199,000 people. Approximately four to five percent of all inpatient care delivered in the country today is provided by HCA facilities. Richard M. Bracken serves as Chairman and Chief Executive Officer of HCA, and R. Milton Johnson is the company's President and Chief Financial Officer.

HCA is committed to the care and improvement of human life and strives to deliver high quality, cost effective healthcare in the communities we serve. Building on the foundation provided by our Mission & Values, HCA puts patients first and works to constantly improve the care we give them by implementing measures that support our caregivers, help ensure patient safety and provide the highest possible quality. Investing in our communities is important to us. HCA typically invests about $1.5 billion annually to keep our facilities modern and up-to-date technologically and to expand and add services where needed. Focusing primarily on communities where the company is a leading healthcare provider, HCA selectively adds new facilities in order to better serve our communities.

And because two HCA founders were physicians, we value highly the strong relationships we've created with local physicians. We endeavor to provide them with a wide array of services and modern facilities in order to help them deliver the best possible care."

HCA is huge and if my hunch is right that EnablesIT, which has developed a good relationship with HCA in UK, wants to expand into HCA (USA), then this could be a red hot recovery stock.

This hunch seems to be re-inforced by the statement from Nexus today:

Commenting on the transaction, M Barney Battles, Executive Chairman of Nexus
Management plc and proposed non-executive Chairman of Enables IT Group plc,
said:

"We believe that Nexus's existing foothold in the US markets will offer an
ideal opportunity for Enables to cross sell into this substantial and lucrative
market. In addition, we believe that the Enlarged Group will benefit from a
significant increase in the critical mass of the UK business which, with the
broader client base, will de-risk the US focus of the business and will offer
further cross selling opportunities. The added strength to the management team
following completion of the transaction should allow for increased leverage of
the business through both organic and acquisitive growth."

[berny3] 31/10/2012 15:26

bp what has HCAhospitals got to do with anything? Nexus have not said anything about them as a client

[bishopawn] 31/10/2012 14:49

Enables has reversed into Nexus WITH SOMETHING, is my take on this. I believe we will find out WHAT once the tie-up has completed at the end of November. As I said, Enables has not had an obligation to publish any of its deals, not being listed on the London Stock Exchange. Education and Health sectors are its forte, and it does not take a genius to conjecture reasonably that in either of those LUCRATIVE markets in the USA there could be rich pickings for Enables/Nexus. The private hospital sector in the USA seems to me to be the likely target for organic growth on the back of a longstanding well-got relationship to HCA in the south of England. All in my humble opinion of course and DYOR. Red Hot Recovery Stock from here on in.

Take a look at this for your meditations:

[jammytass] 31/10/2012 14:11

bish
A couple of large buys this morning suggests this could be seen as a red hot recovery stock NXS Nexus Man 0.10 -9.52%

[asher] 31/10/2012 10:09

Any idea what they will be worth when they relist

[microscope] 31/10/2012 09:40

Took me ages to remember Marcus Yeoman, now I remember, an old business partner of Luke Heron! :)
And who else did Luke work for....?

Small world eh... :)

[argy2] 31/10/2012 09:40

Presumably that's why the MMs marked it down?

[bishopawn] 31/10/2012 09:33

Enables is a non-listed company and as such could have recently clinched deals here and across the Pond which have not been announced. Any of these would have been brought to the table before the terms of "the deal". I could see further announcements that would clarify these parameters in due course.

A couple of large buys this morning suggests this could be seen as a red hot recovery stock and with a reduced spread post consolidation liquidity will be better.

[berny3] 31/10/2012 07:46

I agree concerning the value of this deal. Does anyone volunteer to contacting the company to get a better understanding on this. I note the following paragraph indicates that they have 30% of the vote in the bag.

The Independent Director and certain other Shareholders have irrevocably
undertaken to the Company to vote in favour of the Resolutions to be proposed
at the General Meeting, in respect of their aggregate beneficial holdings
totalling 356,000,232 Existing Ordinary Shares, representing approximately
30.17

[sweepie2] 30/10/2012 21:59

Have to say just don't see the value of this deal and will be voting against it or though I feel its a done deal.
Just can't see what they bring to the party, based on those accounts this deal should be going through at under £1m

[argy2] 30/10/2012 20:47

Once again this failed fund manager and tipster has managed to sideline this pathetic tip into an obscure tipsheet (trading Research Point.co.uk?) rather than advfn which has a much larger pertinent following. Wonder why?

[berny3] 30/10/2012 19:19

so what are the options?

[jammytass] 30/10/2012 18:39

tom wonkiechops will always stitch up his so called investors one large rip off for shareholders

[bishopawn] 30/10/2012 18:09

What they are bringing to the party.....exactly, Doctor Watson. The word 'lucrative' comes to mind.

[melton john] 30/10/2012 17:43

And we laughed at your predictions Bishop. You finally got one right.
I posted the following a few months back

Well Bishop, speculate away.
Enables-IT are so small they don't even need to post full accounts.

I thought I'd help you out so your imagination didn't get you in trouble again.

I don't see a takeover somehow, maybe Nexus were struggling to find someone to take charge.



So I'm puzzled how Nexus have agreed the value of Enables to be nearly £5M.

This does seem exceedingly generous and results in an enormous dilution of existing shareholders. It would be good to know what they are bringing to the party otherwise it seems like a massive stitch up.

[bishopawn] 30/10/2012 17:17

~As I predicted a week ago:-

"The obvious prediction would be that Nexus and Enables merge or reverse. I hear they would make a good fit in the UK side of the business. Does Enables want a route into the USA market? If it did, Nexus might be a useful partner to facilitate that expansion.

A good deal which promised enhanced shareholder value would certainly see the shares re-rated from this ridiculously low level."

Paragraph one has come true, but not paragraph two above.

I think that we will have to wait for further news to bring about that re-rating. There could be a series of announcements once the deal is finalised.

I rate all the 8 trades today as buys. The sell price was 0.9 in fact. A few people feel they want to accumulate ahead of developments, and they are right.

[berny3] 30/10/2012 16:49

He is advertised as a market guru.......where's the number for trading standards again..

[marab] 30/10/2012 16:30

ARGY2 - I know it would have been impossible to sell 20% of the company on the market which is why I am wondering if a deal has been struck as the only way of getting some cash back. Webb has been pretty ruthless in disposing of TW stocks so I don't see price being an issue so much as finding someone to take the lot. As to TW, struggling to get people to listen to him at all now. Shame eh ;-)

[marab] 30/10/2012 15:59

Melton John - you would think I would know better than just to read the date on the main page. It looks like Webb Capital Smaller Companies Growth Fund (now managing the T1PS portfolio) still holds about 20% though, one of the few TW stocks they have held, and I wonder if they have a buyer if the new plans go through? If they back the new plans that would be a confidence booster, but I agree with you - better to have a smaller piece of something.

[melton john] 30/10/2012 13:54

I've just re-read your link marab and although the page before (/compliance) was updated today, the list of shareholdings on the document referred to in your link shows a date of 26 march.