Xpediator Share Discussion Threads

[toptomcat] 19/2/2021 09:42

Just been tipped IC Alpha report target price 70p

[gleach23] 19/2/2021 09:36

With market quote @ 46-47, one can currently sell at the Offer price. Looking promising for an attempt at 50p

Edit - 10k buy @ 49p as I typed...looking very promising now

[zico01] 18/2/2021 21:23

With 2 recent profit upgrades the company is performing well ahead of analysts estimates.I strongly believe there will be more upgrades as the year progresses.

Working on a EPS of 5p for the this year ending December 2021. Prospective PE @46p is less than 10.This under values the company significantly.

Share price of 50p gives a prospective PE of 10
share price of 60p gives a prospective PE of 12

[zico01] 18/2/2021 09:08

Ticked up a wee bit this morning 45 to 47.

Price to buy 5k increased to 47 from 46.55

[zico01] 17/2/2021 22:36

This was the 2nd upgrade in 2 months having already upped it's forecasts in November.

The group traded significantly ahead of budget during November and December with strong performances from CEE countries, in particular from Lithuania, positive contributions from Import Services benefitting from high volumes amongst its customers in the toy sector.

2nd half (especially Q4) was very strong as a result revenue for H2 will be about £125m and for full year apprx £225m.This is very impressive no doubt we will see this momentum continuing in to the current year which will also include full year revenue from Nidd Transport acquired in October 2020.

The current year ending December 2021 will be a record for revenue,profits,eps and dividend.

As a result we will a have significant uplift in the share price.

[zico01] 17/2/2021 18:57

Was tipped by MIDAS in 2018 @ 64p.The company is poised to grow substantially in terms of revenue,profits and dividends.

[zico01] 17/2/2021 18:39

!FOLLOWFEED







Management are very ambitious and want to grow the business by organic and carefully selected acquistions.Their aim is to increase the the turnover to £ 1 billion in 5 years.


Trading update 29 January 2021:


Xpediator (AIM: XPD), a leading provider of freight management services across the UK and Central and Eastern Europe, is pleased to confirm the Group expects to deliver profits for the year ended 31 December 2020, significantly ahead of market expectations. Following higher than anticipated demand for its services in the UK and Europe during November and throughout December 2020, the Group now expects to report adjusted profit before tax of approximately GBP7.2 million for the year ended 31 December 2020, a 40% increase over the prior year (2019: GBP5.15 million).

The Company's trading performance was further enhanced by a strong finish to the year. During November and throughout December, the Group traded significantly ahead of budget with strong performances from CEE countries, in particular from Lithuania, positive contributions from Import Services benefitting from high volumes amongst its customers in the toy sector, and a welcome uplift on activity ahead of Brexit in UK freight forwarding.


12/04/2021

-- First quarter trading results are positive and ahead of management expectations
-- Consolidation and improved overall financing terms of UK banking facilities with a new GBP18m finance facility with Investec Bank Plc replacing the existing GBP9.5m facility

-- Managing transportation post Brexit more complex than anticipated with customers requiring additional support which is net profitable for the Group

-- First full year of benefit from GBP0.5m of annualised cost savings made as part of the response to the pandemic

-- Healthy pipeline of potential acquisitions

[zico01] 16/2/2021 09:19

Up 1.5p >>> 45.5p still significantly under valued and PE less than 10

[sphere25] 09/2/2021 16:02

Up, consolidate, up, consolidate - that's alot of the theme with so many examples. The market is finding a level or narrow range for many smaller caps to sit in awaiting further news or at least that's what I'm seeing on the monitors on the bulk which have moved really well.

Naturally there are some which haven't moved but the likes of XPD do the same repetitive move, so it's more of the same with a wait and see on the next bit of news (barring some form of major market influencer tipping shares or a presentation stirring substantial interest etc) and if the bullish updates continue, the re-rates will continue.

That looks the key now, trying to work out which are still to price in further updates and which might already be ahead of themselves and could actually fall on bullish updates.

IF I saw a change in tone to recent bullish updates or something unexpected (we all get left field clobbered in the gonads from time to time - that is the markets, anywhere near 100% is impossible) I'd be a seller but so far so good on the bulk.

That's just my two penny personal view and approach though. Perhaps play it too safe at times!

Anywho, let's see how it goes.

All imo
DYOR

[davidosh] 06/2/2021 01:32

Just to let shareholders know that we will be featuring Xpediator in the #MelloMonday show this coming Monday evening in the MelloBASH (Buy, Avoid, Sell or Hold) panel session. We have a very good panel of analysts and professional investors



Tickets are still available and if you would like one at half price then enter the code MMTADVFN50

Here is the full programme as it is nearly a four hour show...


Programme
6 pm Mello News
6.10 pm Aquis Exchange PLC - AQSE: new opportunities
6.30 pm Interview with Sir* David Hornsby from Ideagen ... *If only Mello investors awarded knighthoods!?
7.00 pm Company presentation by Adept Technology Group
7.30 pm Trading update and meet the new CEO of SCS, Steve Carson
7.55 pm Gamechanger - Join us on Tuesday at 2 pm for a follow up and more in-depth presentation by our Gamechanger
8.15 pm Vectorvest - Low risk investing for consistent growth and income
8.45 pm Mello BASH, including Paul Scott, Alan Charlton, Kevin Taylor and Bruce Packard. Companies which may be analysed include Bank of Georgia (BGEO), Xpediator (XPD), RBG Holdings (RBGP)

[limay] 02/2/2021 14:16

I hold this but look at the host of sales against revenues it’s ridulously high

If they cut those costs by 5% it would add 8 mil at least to profit

[zico01] 02/2/2021 13:43

Robert Ross very bullish on the potential growth of Xpediator over the next 5 years.His quote "to have revenues of £1 billion pa in 5 years" via organic and acquisitions.

Revenue for the year December 2020 will be in the region of £225 to £230m.
To have £1 billon revenue in 5 years that is over 4 fold increase.That is a colossal increase.

A similar increase for the share price could mean nearly £2 pounds.
Mkt cap today is £65m.

Mr Ross spoke after the Nidd Transport acquisition.

[zico01] 02/2/2021 09:02

No quote for 5000 online @ 48.5p

[zico01] 02/2/2021 08:59

Price gone up to 46 to 48.5 not much available at 48.5

[zico01] 01/2/2021 20:46

Robert Ross sounds very upbeat for 2021 Proactive:

Xpediator expect 'continuation of simplification of the business' in 2021 after bump in 2020 demand

Xpediator PLC's (LON:XPD) Robert Ross talks to Proactive London about their expectations for profits for the year that just ended, which Ross is confident will be significantly ahead of market expectations.

Ross puts this down to several factors, including strong performances from Central and Eastern European (CEE) countries, particularly Lithuania.

Due to higher demand, the group now expects to report adjusted profit before tax of about £7.2mln for 2020, up 40% on 2019’s £5.15mln.

The group saw positive contributions from Import Services, which benefited from high volumes amongst its customers in the toy sector, and an uplift in activity ahead of Brexit in UK freight forwarding.

[gleach23] 01/2/2021 18:00

Yes there was little stock available to buy going into the close and the underlying Bid was a healthy 44.5 from memory - I checked after the 10k sell @ 44.26 and it had certainly gone higher after that trade.

[zico01] 01/2/2021 16:09

Looking good someone paid 45.5p (0.5p) over the offer price for 25,000,clearly MM's don't have a great deal stock at 45p.

[zico01] 01/2/2021 08:52

Nice start to the week

An EPS of 5p for the current year ending 12/2021 should be achievable.At 44p the PE is under 10 which is very low.

If the share price gets to 75p in 12 months the prospective PE will still be only 15 which is not expensive.

[zico01] 29/1/2021 21:58

Very strong turnaround for 2nd half with November and December trading significantly ahead of expectations.

Full year revenue will be in the region of £225 to £230 million.

For 2nd half revenue will be in the region of £115 to £120 million.

That is a great 2nd half recovery.

Group now expects to report adjusted profit before tax of approximately GBP7.2 million for the year ended 31 December 2020, a 40% increase over last year,which is also significantly ahead market expectations.

Adjusted EPS is 4.6p
PE is less than 10.

I expect more upgrades after the finals.

2021 has started so well:
2021 has begun well across the Group during which we expect to benefit from the permanent GBP0.5m of cost reductions made in 2020, the first full year of revenues from the Nidd Transport acquired in October and the ongoing uplift in demand for our services across the Group."

[edmonda] 29/1/2021 14:50

after earlier news Equity Development raises its fair value/share to 60p (from 50p) to reflect the 20% uplift to adj. PBT projections. The shares continue to represent good value relative to its peers.

Updated research note here:

[limay] 29/1/2021 14:39

Ive written to them a number of times about the massively high cost of sales. To me that should be way way less

[amch] 29/1/2021 14:15

Those figures are after a lot of adjustments.


Cenkos are now forecasting statutory profit after tax, attributable to shareholders, of just £1.8m for 2020.


That a PE ratio of 33 at the current share price! For a haulage company!

[davebowler] 29/1/2021 13:59

Cenkos-
EPS
In line with improved profitability, we upgrade our diluted adjusted EPS forecast by 0.7p (18%)
to 4.6p in FY20E and 0.6p (13%) to 4.6p in FY21E.

[kemche] 29/1/2021 13:45

Well that is all rather nice
:)