Nexus Infrastr. Share Price (NEXS)

Up 50% in one month is great news, but this is still down 50% from the share buyback. The BoD need to get the Admin side of the new Tamdown only business sorted. 15% margins on £60m revenue would be gross profit of £9m ... if Admin costs were only £6m not £10m then this would be a nice £2.5m profit after tax and p/e of six would put us back to 150p+

Last trade was at 90p (Ordinary) which seems an abnormally big uptick for this stock. Is something being revealed at the investor presentation on Friday?

Who is regularly buying one share at a time? The Geoffrey Boycott of investing, taking them in singles!

The thing with the order wins is they are net of the order bank consumption, so even more impressive. In the half year the order bank has increased 26m while the order bank was being consumed by 26m so the order wins must have been 26+26 = 52m in a 6 month period. That is a very impressive run rate.

Welcome and substantial increase in the order book to £72m in today's trading update - plus other signs of the market picking up. Cash is down to £9.3m though which could indicate slow payers or just the seasonal opex peak. And no debt.

I topped up yesterday so perhaps my timing was perfect for once…