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NMD Nth.Mid.Cons

530.00
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Nth.Mid.Cons LSE:NMD London Ordinary Share GB0006452857 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 530.00 510.00 550.00 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Nth.Mid.Cons Share Discussion Threads

Showing 1151 to 1175 of 1250 messages
Chat Pages: 50  49  48  47  46  45  44  43  42  41  40  39  Older
DateSubjectAuthorDiscuss
24/10/2018
08:12
£2.5m profit first half, £3.5m second half. Margin still depressed at 1.75% vs 5% target. Business growing by 17% a year which I'm kind of happy with as it's manageable - any more than 25% and there's a risk things can go wrong.

Turnover £340m this year, with an order book from Amp7 contract to support another rise of 15-20% next year given you 2019 turnover of £400m at a margin of say 2% = £8m profit. That's in the bag. The question is can they improve the margin faster which I think they can.

The prize in 2-3 years time is a company with £500m turnover, 5% margin = £25m profit (which makes the £10 a share look very low).

I'm happy to be patient.

I'm delighted with the re-branding

cc2014
24/10/2018
08:07
CC2014

Thanks - see the problem now.

podgyted
24/10/2018
08:01
So £6m net, 7.5m before 20% tax assumed? add in c.£4m depreciation? £11.5m EBITDA? Including loss making telecomms business? Still cheap but maybe not as exciting as one initially thought? Needs to be more like 2.5% net margins which eliminating the losses from the telco business would help achieve. DYOR
qs99
24/10/2018
07:59
2017 Accounts are confused by re-statement of profits due to IFRS 15
cc2014
24/10/2018
07:58
What we've needed here for a while is a little bit of attention. Looks like we have it! Nice to see a reasonable spread as well.
dround87
24/10/2018
07:58
Banging away at 500 resistance area.


Don't forget they are still losing money on the telecomms business. They lost £1.6m in the first half alone and I can't see anything other than continuing losses in the second half even if they are lower. I assume it will get fixed at some point.

cc2014
24/10/2018
07:56
Podgyv your figures are wrong stockopedia maybe
battlebus2
24/10/2018
07:50
Indeed. But will only feel properly smug when I have "bagged" as it were. DYOR
qs99
24/10/2018
07:44
Feeling smug
dround87
24/10/2018
07:43
They did make a £7m net profit in 2017.
podgyted
24/10/2018
07:40
3rd on the London gainers list
dround87
24/10/2018
07:32
So EBITDA for full year extrapolated?
qs99
24/10/2018
07:23
Boom!

So roughly that say 342.5m x 1.75% = £6m profit. = 60p EPS.

the current dividend is interim 6p plus final 3p. Anyone's guess how far they are going to raise the dividend. A final dividend of 9p would still seem very conservative.

cc2014
24/10/2018
07:20
Not a lot of volume, but marked up heavily....I liked the word "buoyant" in the statement.

Now they need a decent broker to take them to the £100m market cap mark

qs99
24/10/2018
07:15
makes it much easier to be bought IMO! Still a long long way to go on net margins, but could an acquirer lose a lot of central cost and bring other efficiencies?

RNS IMO also bodes well for further good cash generation news and dividend news IMO...

DYOR, tenner is my target as you know, first one anyway.

qs99
24/10/2018
06:49
Yes reads well. Orders ✅ REVS ✅ margins 1.7/1.8✅ Rebranding ✅
battlebus2
24/10/2018
06:44
Lovely jubbly
qs99
18/10/2018
04:29
Margins have got to be delivered against that sales books by which they seem to be improving. However the company needs to be getting the story out and maybe should be looking into what their advisors do for their money.
deanowls
17/10/2018
08:15
Turnover £300m. An order for £225m and the market isn't bothered tells you just how little analyst cover there is on a stock with a £40m market cap.

That will all change when we get to £100m, which surely has to come in the next three years given the rate and quality of growth.

I keep reminding myself to be patient.

cc2014
16/10/2018
15:40
Worthy of an rns?
deanowls
16/10/2018
08:13
South West Water has named its partners for the H5O Alliance to deliver its capital works programme over the next control period.

North Midland Construction will be the main construction delivery partner over AMP7, supported by consultant Stantec UK on design and cost consultant ChandlerKBS.

The deal is expected to be worth around £25m-£45m a year to NMC, equating to up to £225m, while Stantec UK could receive fees over the period of up to £50m.

South West Water may also appoint a second contractor to the alliance, although this process is on hold at present.

Balfour Beatty and Interserve are the present AMP6 H50 alliance partners. Interserve is still working on several legacy energy from waste contracts for South West Water’s parent company Pennon, which blew a hole in the contractor’s balance sheet.

The AMP7 alliance deal is a major coup for NMC, which until now has worked for South West Water only on MEICA-type installation work through its Nomenca business.

cc2014
12/10/2018
08:41
Good time to top up?
qs99
10/10/2018
15:47
Yup well of my shortlist, which contains 20 shares I'm keeping an eye on, 3 are blue. Something wider going on.
dround87
10/10/2018
15:43
Yeah - deffo someone out there in pain and selling regardless of price.
cc2014
10/10/2018
11:57
Anyways, NMD wins best contractor to work for over £250m
cc2014
Chat Pages: 50  49  48  47  46  45  44  43  42  41  40  39  Older

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