Xpediator Share Discussion Threads

[zico01] 20/5/2021 12:48

At the current price of 59.5 ( 58 v 61 ) the actual spread is very narrow 59.44 v 59.74

[zico01] 20/5/2021 12:17

Extracts from the recent results which support that we will have a strong year :

1) In terms of Brexit, following the United Kingdom's exit from the European Union, the demands for custom clearance services have increased, and the Group expects additional revenue streams from this, with further profit generation as volumes increase.

2) The Group is well positioned for further growth in 2021, with the first quarter results slightly ahead of the Board's expectations, despite the on-going Covid-19 restrictions.

3) Whilst growth in the UK was more subdued during 2020, mainly due to the impact of Covid-19, we are confident that higher growth rates will return during 2021.

4) The integration of the acquisitions made during 2017 and 2018 continues with statutory and IT simplification programmes due to be completed by the end of the first half of 2021. The newly formed Mergers and Acquisitions Committee, chaired by Stephen Blyth, will be focused on delivering continued profitable expansion of the Group.

5) With the additional paperwork, we have had to allocate and recruit additional people to manage the workload. However, offsetting this additional cost is additional revenue from our customers. We see there being a net benefit to the profitability of the Group from this additional work.

6) Regional Express Limited won a major contract that commenced operations in August 2019. Whilst the initial implementation was slow, H2 2020 showed strong growth and trading in 2021 is slightly ahead of management's expectations.

7) The warehouse in Braintree experienced some further challenges during 2020, with the loss of a significant client and the substantial expansion of an existing retail customer. During the changeover, management took the opportunity to reconfigure the warehouse which will drive greater future opportunities and allow the Group to increase its e-fulfilment for new and existing customers. There are several potential new clients for the Braintree warehouse, and we look forward to a more successful 2021.

8) There are several opportunities where Affinity is looking to capitalise on in 2021, including developing the leasing and insurance products tailored specifically for Affinity's existing customer base.

9) 2021 has begun well across the Group and with the first quarter ahead of expectation. 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."

[svend2] 20/5/2021 11:29

gleach23 I just entered dummy trade on Equiniti large spread 58-61 however I could not see outstanding shares can you direct me how to see it please?

[gleach23] 19/5/2021 15:18

With market quote @ 58-61 the underlying Bid remains a healthy 59.44

[svend2] 18/5/2021 21:09

Rerating well overdue min short term target 86p missed the opportunity to top up in the 50's however if the S&P 500 makes a 5-10 % correction then can get on another share buy top-up buyback opportunity if not this XPD train is speeding off the rails ;-)

[zico01] 18/5/2021 16:38

Quite a few large trades shown after the close :

5 >< 50,0000
also 171,500 @ 62.7p

Towards the close with the bid at 61.0 MM's were giving you 62.125p to sell 1.125p over.Something is brewing !!!

It's looking good so it should be. The shares offer excellent value short/medium and long term.

[zico01] 18/5/2021 07:47

MM's will have to keep increasing the share price and hope they get a few sellers !!!

[zico01] 18/5/2021 07:44

Just 21,000 shares bought so far and online limits reduced to 1000 max.MM's are have no shares

[undervaluedassets] 17/5/2021 15:37

Like this stock very much.

Does a very boring and necessary thing well.

[zico01] 17/5/2021 11:48

Within 5 minutes online quotation reduced to 2500 from 25000.They will have to raise the price again !!!

[zico01] 17/5/2021 11:41

The share price holding firm showing a lot of strenth despite 5 >< 25,000 sales so far and these are reported delayed by 2 hours.

The shares are being rerated because they are still considerably undervalued compared to others in the sector.

They should surpass 70p again in advance of the AGM !!!

[gleach23] 17/5/2021 10:22

Managed to pick up some more on a SB after the spread narrowed to 0.5p. As you say zico, nothing available to buy online.

[zico01] 17/5/2021 10:17

Bid moved up to 59.5 nothing available online at 60p to buy .

Share price very strong ... could have been tipped over the weekend !!!

[zico01] 17/5/2021 09:36

delayed 25,000 sell from 8.24 this morning,the share price stayed firm.MM's are definitely short today they're giving you 60p 2p more than the bid atm.Hold your shares they will have to increase the price fairly soon.We will be back in the sixties !!!

[gleach23] 17/5/2021 09:02

With market quote @ 58-60, can currently sell up to 16.5k @ 60

[zico01] 17/5/2021 08:38

MM's low on stock this morning 62p (2p over offer) for 11,765

[gleach23] 17/5/2021 08:33

Yup. Looking good for a run up back to 70p by the AGM hopefully

[zico01] 17/5/2021 08:24

Quite a lot early buying this morning,the 20,952 @ 57.3 shown as a sell by advfn is also buy at 8.02.

[zico01] 15/5/2021 16:53

Impressive new corporate video 2021 : Shaping the Future Delivering Excellence

This video sums up the company :

Revenue to grow year on year ...( management want to increase revenue to £billion )
Profits to increase at a faster rate ( fixed overheads/cost control )
In 2020 revenue increased by only 3.7% and adjusted pbt increased by a huge 38.5%
Dividends will also be increasing yearly
Cash will be increasing at a healthy rate ( even after payment of dividends )
This year cash balance will increase to over £10 million

Expect more earnings enhancing acquisitions

The share price should also increase in relative value

[zico01] 14/5/2021 13:29

gleach, I appreciate your input ... the share price has found a new higher support level at 55p than the one before results which was around 48p, the shares subsequently went higher than 70p after results in a short period of time.

The pullback was over done and the price has started it's upward trajectory again.In the next 4 to 6 weeks it should be near to the 70p range if not sooner .With trading in Q1 positve and ahead of management expectations and indicators pointing to a strong Q2 to date may lead to more upgrades after the trading update/half year results.

The shares are definitely a strong buy !!!

[gleach23] 14/5/2021 12:34

hi zico01...regarding #71 I noticed that and put an order in for 6250 after only being offered up to 2500 online. Earlier in the day I think there was even 100k available to buy.

The 6250 was filled easily enough...within minutes. That said, I share your view about the 60s. The underlying Bid is now over 56

[zico01] 14/5/2021 11:21

15,000 @ 57p shown delayed it's from 11.17 is the reason.

a few more buy's and we'll be back in the sixties !!!

[zico01] 14/5/2021 11:15

About to tick up ... online drastically reduced to 2500 from 25000 in the morning