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I am optimistic for tmmr. This is quite a well managed company I think..
Very pleased with the update. Going to put down roots..
Still here waiting. Patience is my middle name.
A quick glance at the eSmart Networks LinkedIn page and it's easy to see they're rapidly expanding. Lots of new job roles being filled. Will be interesting to see how the order book is looking...
It is getting noticed. Having got in early means one can sit back and enjoy it. Well done.
There's the buyer. Another fund manager taking a 5% stake
He who waits... Beginning to creep up as few getting to see the prize..
Great to see this back over 200p. A few chunky buys in recent trading sessions..
Few beginning to discover this. Dyorr
Surprised by the lack of interest. It'll come though, and it'll be much higher by then
Looks like the recovery here has begun. Divvy restored be it all small and orders look quite strong. E smart flying.. No interest though from market ...
Interim results on the 20th may surprise. Am hoping they will above expectations after the last update. This has become almost dormant recently despite the the EV plugs of E Smart optimism..
I have added and am very patient. May take a couple of years but hey ho..
They referred to the business performing in-line with their base case expectations in the most recent update. Well, looking at the various scenarios laid out at the time of the placing last year, the base case recovery scenario sees the dividend reinstated in next week's results. Here's the text:
1. Base case: (i) Group activity gradually improves from current depressed levels to c.80% of pre COVID-19 level from September 2020 onwards; (ii) Job Retention Scheme utilised until end of June; iii) Group loss making in H2 2020 (driven by Tamdown and eSmart Networks) but return to profitability in FY21 as the first year of recovery; iv) Head office completed in Q1 2021; and v) dividends to resume with the FY21 interim payment in July 2021 (the "Base Case").
https://twitter.com/ajbeaumont7/status/1387701107665915906?s=19
Yes there's a lot going on. I too wish that they were a bit more vocal on their activities, but I'm sure it'll come.
Ruffer Investment Co sat at 17%+ now. Clearly others are beginning to pay attention here
Worth taking note of recent linkedin post where eSmarts have stated that they're also recruiting with projects in Solar Connections & Battery Storage. This business is fast growing! If the rise of IES is anything to go by, the market is desperate for ESG picks in the green energy (AKA: Greta Gold) space. NEXS remains poorly communicated, but these could all be signs of a giant preparing for birth...?
Yes, I've also recently added to my holding.
Have increased my holding here. First target price 240p... E smart is the reason..
This is at the beginning of the great road north....
Yup, absolutely. Very happy with yesterday's trading update. Eventually the market will cotton on
And this is exactly why I am here...
"eSmart Networks, our smart energy business, has gained strong traction during the period, with revenue increasing by more than 150% year on year. The order book has also increased substantially during the six-month period, increasing by £8.4m to £12.2m, a 450% increase over the same period last year (H1 2020: £2.2m). The business is establishing an impressive client base in the electric vehicle charging, industrial electrification and renewable infrastructure sectors."
Indeed. Quite happy to wait for this one.
Sometimes the market just fails to recognise the potential until the company issues an update. Patience is the key..
I'm amazed at the lack of interest here Spindok. The need for what eSmart and Triconnex in particular should grow very rapidly over coming years. Tamdown business should hopefully be picking up, but really there's very little priced Into the NEXS valuation. Andrew Monk is very bullish on the VSA tech and transitional energy podcast. I agree with him that eSmart alone could see the valuation at multiples of where we are sat right now . Similar businesses in the US and Europe are multiples in terms of valuation already..