Xpediator Share Discussion Threads

[zico01] 06/4/2021 21:53

Another large trade reported after the close, 165,000 @ 49p.Share price very strong at the close.

Likely to break 50p imminently !!!

[zico01] 30/3/2021 17:13

Large trade 131,701 @ 49p reported after close.After a few weeks of consolidation its poised nicely for further gains.

[zico01] 17/3/2021 11:17

In the last trading update on 29/01/21 they said: 2021 has begun well with the uplift in demand for our services across the group.

It’s worth noting that although there has been post Brexit disruption for hauliers
transporting freight, this is playing into Xpediator’s hands. That’s because Xpediator holds both External Temporary Storage Facility and Authorised Economic Operator certification, so is in a strong position to win new customers who have struggled to deal with the post Brexit administration and compliance required to transport freight across Europe. The group can then cross-sell additional services to these new customers, too.

Furthermore, as the UK agrees more trade deals with countries outside the EU,then this will have a positive impact on demand for freight volumes at key ports handling non EU Trade,Felixstowe and Southampton being two major ones. Xpediator has a presence at both and has an operational structure in place to capitalise on the opportunity.

[zico01] 15/3/2021 11:26

Cenkos Securities are forecasting Dividend of 1.33p for the year ended 12/20 and 1.50p for the year ending 12/21.

Having increased H1 Dividend from 0.28p to 0.45p even just matching last year's H2 Dividend 1.05p means the company will announce in the results next month of Dividend payment of at least 1.50p.

It will be sigificantly more than House brokers estimates !!!

[zico01] 12/3/2021 21:55

No rns from the company :

hxxps://xpediator.com/himatsingka-appoints-import-services-as-logistics-partner-for-the-uk-region


Himatsingka appoints Import Services as logistics partner for the UK region.

We are delighted to announce that Himatsingka has appointed Import Services as its logistics partner in the UK to provide retail supply chain services across their distribution network.

The partnership enables Himatsingka to take full advantage of Import Services’ new Container Port facility at Southampton Container Port, UK. This location expands by another 30,000 pallets in June this year, providing a real edge in terms of speed to market from a bonded port-centric location, for both UK and European supply chains.

Ashutosh Halbe, President & CFO – Operations Himatsingka America Inc, commented, “Our search for a UK based logistics partner had two key objectives: We wanted a partner with an established retail logistics network, who also had competent IT systems that would provide real time access to our business activities. This would enable us to make informed decisions and speedy delivery to our customers.”

“This partnership is in line with our strategy of building robust logistics network globally. Import Services has the experience and know-how to service the UK market well.” said Akanksha Himatsingka, CEO EMEA and Asia Pacific.

Mike Thomas, Client Services Director at Import Services said, “We are thrilled that Himatsingka has selected Import Services as logistics partner. Our bonded, AEO accredited and purpose-built facilities at Southampton container port, offers quayside order processing and speed to market, with the capacity to support Himatsingka’s planned growth. Himatsingka is a forward-thinking and innovative company, which will complement our expanding portfolio of like-minded clients at Import Services.”

[zico01] 10/3/2021 17:54

A few decent buy's today a 51,320 @ 48.7 . Offer price was increased to 49.5p towards the end.

With the results about 4 or 5 weeks away the shares should start rerating towards the 60p .

[gleach23] 03/3/2021 20:00

Large trade of 575,165 shares reported after the bell @ 47p. Since the share price strengthened after the time of the trade, hopefully an indication of a cleared seller?

[zico01] 03/3/2021 18:51

Someone's offloading their holding a 575,165 reported today.There's been large trades reported almost everyday from last week.

We are due a holding(s) rns.

btw nice intraday reversal towards the end.

[zico01] 02/3/2021 22:16

XPD is very good value compared to its peer group :

The listed UK logistics sectoris relatively small, but Xpediator does stand out amongst its
rivals. On an enterprise valuation to cash profit basis – which uses a multiple of earnings
before interest, taxation, depreciation and amortisation (Ebitda), the group is by far the
lowest rated on just 3.2 times 2021 forecasts. That’s a third less than the rating of both
DX Group (DX) and Wincanton (WIN) and two-thirds less than the rating of the much
larger Clipper Logistics (CLG).
Xpediator’s valuation also compares favourably on a standard PE ratio, being half the
rating of DX Group and Clipper Ventures. Although the shares are rated in line with
Wincanton on this basis, its larger rival has net borrowings whereas Xpediatoris in a net
cash position so there is less financialrisk with Xpediator.
It's worth noting that the 12 per cent operating profit growth embedded in analysts’
2021 estimates for Xpediator could prove conservative as there is a real possibility that
volumes of business could outperform during the economic recovery. The respective EPS
growth rates embedded in analysts’ estimates for its three rivals are as follows:
Wincanton (6 per cent); DX Group (12.5 per cent); and Clipper Ventures (18 per cent).

[zico01] 28/2/2021 12:05

House brokers forecast for 2021 is very conservative and does not take in to account of any acquisitions :


.........2017 2018 2019 2020E 2021E
Revenue £116m £179m £213m £225m £245m
Gross profit £28.1m £41.7m £52.6m £56.7m £61.8m
Margin 24.2% 23.3% 24.7% 25.2% 25.2%
Adjusted Ebitda £5.1m £9.3m £14.7m £16.9m £18.5m
Margin 4.4% 5.2% 6.9% 7.5% 7.5%
Adjusted operating profit £4.3m £7.5m £6.1m £7.9m £8.9m
Margin 3.7% 4.2% 2.9% 3.5% 3.6%

The forward PE is less than 10 at the current share price of 49p

[zico01] 24/2/2021 18:21

Nicely poised for the next leg up to 55p and then attack 60p !!!

Prospective PE at 60p will still only be 12

[zico01] 19/2/2021 18:00

1.8 million shares changed hands today >>> not bad.The fact it finished above 50p bodes well for more gains.

The share price might consolidate before the next rise,but it will rise !!!

[zico01] 19/2/2021 12:12

The link to IC thanks to Sphere25

[zico01] 19/2/2021 11:33

Volume building up very nicely nearly 800k so far and it's only 11.30.At this rate we could easily exceed 1 million.

[solarno lopez] 19/2/2021 11:28

does anyone like the new IC format ?

[techno20] 19/2/2021 10:46

McFly - you pay for the IC subscription, but then pay extra for ST’s Alpha tips, so you’ll have to pay up to access Im afraid!

[zico01] 19/2/2021 10:10

It smashed through that 50p !!!!!

[mcfly79] 19/2/2021 09:53

Great - do you have a link for the IC tip?

[techno20] 19/2/2021 09:52

ST strikes again!

[zico01] 19/2/2021 09:50

Looking very strong

[zico01] 19/2/2021 09:49

tipped in IC target 70p

[zico01] 19/2/2021 09:45

First attempt @ 50p

[gleach23] 19/2/2021 09:44

thanks toptomcat