Xpediator Share Discussion Threads

[gleach23] 26/10/2021 11:57

I've been doing same zico1 after seeing underlying share price hint at firming...currently firming further so hopefully we'll move up from here. Wincanton and Clipper have both partially recovered from recent weakness so hopefully we'll see the same here.

[zico01] 26/10/2021 09:36

I'm accumulating at these prices ... no reason for the fall other than general sell off.

Buy the dips ... if you can.

[jimmywilson612] 26/10/2021 09:20

I've sold out today for a -20% loss.

Best of luck holders.

[carcosa] 26/10/2021 09:03

Last year TU was 23 November. Likely a similar date for this year.

Given H2 is seasonally strong for the company plus demand outstripping supply+inflation I would have anticipated XPD doing well. However the market clearly thinks otherwise.

A fair value of 20p seems significantly low. I can't get anything like that low on any financial metric. Perhaps you can post your calculations for discussion?

[goforgold1] 26/10/2021 08:35

I am a buyer at 20p fair value

[svend2] 26/10/2021 08:14

gleach23 - thanks for the heads up I agree would think a trading update would be welcomed especially since they took on debt in the last quarter in order to make freight prepayments which may also have made some investors uneasy.

[gleach23] 25/10/2021 21:58

In the Investor Meet Company presentation (well worth a listen), Robert Ross mentioned that September and October were key months in the expected strong H2. Would be good to have some indication of the outcome in the next week or 2.

[gleach23] 25/10/2021 20:13

Given the ongoing recent momentum in the business as confirmed in the Interims only just over a month ago...

"As communicated in the trading update released on 25 June 2021, we believe the Group, which traditionally has earnings weighted to the second half of the year, is well placed to deliver full year adjusted profit before tax in excess of GBP8.5 million."

...I'd imagine they'd feel obliged to update the market to either reassure investors or confirm a material change in expectations for H2 as the share price is currently hinting at.

By the way svend2, I wouldn't take too much notice of the closing price which was distorted by a UT trade. I would expect it to open @ 51-53 in the morning unless there is some news. That said, there was a sizeable buy of 38k just before the close so hopefully that'll help underpin support at this level.

[petewy] 25/10/2021 19:16

Next trading statement is Feb

[svend2] 25/10/2021 18:40

The spread is very large a 25% movement bid/ask price in a penny stock is not uncommon IMO, however, I would agree if the shakeout is not more than a shakeout then it would be nice to learn when we get the next company trading statement/update and/or fresh podcast?

[petewy] 25/10/2021 17:32

from 80p to under 60 is more than a tree shake IMO

[svend2] 25/10/2021 17:15

Well it closed down 'only' 2.18% so maybe just the usual tree shaking :-D:-D

[petewy] 25/10/2021 15:54

U tell me ????

[svend2] 25/10/2021 15:12

Pete > Yes very large drop -6,5% what's the news/catalyst here ?

[petewy] 25/10/2021 15:10

Losing badly and no buyers

[farnesbarnes] 30/9/2021 07:38

On the flip side of being asset light, they have no option but to take on the chin any short terms cost increases, if they want to continue trading. Can't pass on cost increases if they've won fixed price contracts, until that contract expires.

[inv001] 30/9/2021 06:56

I think in the main, they have an asset light business model, ie they do not own their own fleet. The vast majority of their freight services are provided by subcontractors, as such I would imagine they are able to pass on any direct cost increases to the clients,

"Utilising its asset-light, scalability and risk adjusted business model,"

Also the interconnectivity between the Affinity business and the Delamode freight business should help them secure hauliers.

"Affinity’s commercial model fits well within the Group as many of the hauliers who are customers of Affinity also supply haulage services to Delamode a key factor that enables the Group to have a good understanding of its customers/suppliers,"

The Affinity division provides fuel cards to hauliers who run 14.000 trucks. If management are smart, in a period of shortage of drivers / hauliers, they should be able to leverage their Affinity relationship to ensure that as an Affinity customer, you prioritise your service to Delamode freight first, thus ensuring a good supply of trucks.


Also as fuel prices increase we would expect to see the Affinity division generating higher profits.....

"As part of this, Affinity benefited from the increase
in the bulk fuel prices which saw the cost per litre
across Europe increase by 8%" -2018 results

Re the shortage of fuel supply, I think currently this only seems to be in the UK, and given they mainly procure the services from European hauliers, I hope they can mitigate this matter.

[jimmywilson612] 28/9/2021 17:01

Must be hard environment for them, lack of drivers and fuel prices increasing and shortages of supply. Would be interesting to see how they navigate them

[zico01] 28/9/2021 09:55

gleach impossible to tell for short term but expect very good returns over the next few years.

[gleach23] 28/9/2021 09:46

Same zico, as a trade - bought as soon as underlying Bid firmed from 57.1 to 57.5. Not quite sure how far this trade might run though in this market.

[zico01] 28/9/2021 09:34

Bought more on the dip.

[svend2] 14/9/2021 11:34

zico01 - I fully agree 100% and you get paid a nice dividend while waiting for the next takeover and expansion of a growing concern that does not rely on only freight forwarding as it is a diversified and integrated logistic operator with a lot of re-opening potential in the next 1-3 years

[zico01] 14/9/2021 10:34

SEV22 many thanks for your contribution

XPD is my long term holding ... the story has a long way to go,the managements aim is to grow the revenue to £1 Billion.

The share price will continue to rise higher over the long term.

[svend2] 14/9/2021 09:51

undervaluedassets -

Your prognosis yesterday was SpotOn share price back up 5% today so onwards and upwards

[gleach23] 13/9/2021 20:50

Yes, thanks SEV22 - much appreciated