Xpediator (LON:XPD)

I currently hold a long position in XPD

Offer price now at 53p up 16% at time of writing


From their website at https://xpediator.com/

"Listed on AIM, Xpediator PLC is a fast growing international provider of freight management services, exploiting the global growth in demand for transportation services driven by e-commerce and economic growth."


This low margin logistics company has its finger in a lot of logistics related pies and was tipped in SCSW at the weekend which has really turned the spotlight on it!

A lot of people are put off by the low Margin and scared off by perceived Brexit impact which the company repeatedly have said should not have a negative impact at all.

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This put me off for a while too before I eventually bought in.  Still looks like good value on  Price to Earnings ratio of 8.67 and PEG of well under 1

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Decent Dividend yield too at 4% note that it goes ex dividend this Thursday the 13th of June

Looking at Director Holdings the Directors dealings show that Stephen Blyth (Now Executive Chairman)  has a 26% holding in the company

2019-05-03S.W. BlythBUY500,000 @ 48.00p240,00026.47

I feel that the company should see continued positive momentum over the medium and long term as the price re rates as the grow story continues.

The market is not without competitors and maybe you could question the Sustainable competitive advantage here... Alternatives are companies like Clipper Logistics (LON:CLG) which are on a PER of over 12.

I will Hold for now (I am a long term investor after all)

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