Vianet Share Discussion Threads

[exotic] 11/9/2004 20:27

Added a list of major holders & directors to the scroll box, and tried to find out who's behind the nominee accounts, which wasn't very easy.Underwood probably owns over 4% now, but I'll update that when the RNS comes out.Any discrepancies, please let me know. Major Shareholders - 10 Sep'04  Name   Amount   % Holding   Capacity   Website   Liverpool Limited   14,755,296   11.47   Accountants      Williams de Broe PLC   14,755,296   11.47   Institution      Sinjul Nominees Limited   6,389,150   4.96   Institution      Michael R. Underwood   5,062,498   3.93   Private Investor      Willbro Nominees Limited   4,737,675   3.68   Institution      Vidacos Nominees Limited   4,176,310   3.25   Institution      HSBC Global Custody Nominee (UK) Ltd   4,000,000   3.11   Institution      Capita Trust Co Limited   4,000,000   3.11   Insurance/Registrar?      Ian Jackson Orrock   2,855,766   2.22   Director      Alastair James Kerr   450,000   0.35   Director      Brian William McGhee   232,692   0.18   Director      Shares in issue   128,700,000   Type   5p Ordinary 

[exotic] 11/9/2004 19:47

10th SeptemberNum.CodePriceSizeTypeCTBidOffer  Time  BuySell?Buy %T.BuyT.SellT.?800154VAF046.625500000O  6.57.0 16:39:47    500,000    538,669 504,975 1,000,000 700154T4U047.0200000O  6.57.0 15:36:25    200,000    538,669 504,975 500,000 6203MOYA0047.0500000T  6.57.0 16:33:25500,000        538,669 504,975 300,000 5203MOZ7O046.625500000T  6.57.0 16:25:19  500,000      38,669 504,975 300,000 4303OWV1C047.0200000O  6.57.0 14:38:05    200,000    38,669 4,975 300,000 3102IPEVI047.0100000O  6.57.0 13:56:46    100,000    38,669 4,975 100,000 200154274046.6254975O  6.57.0 9:04:57  4,975     38,669 4,975   1203MNV73046.928669O  6.57.0 9:00:3828,669      38,669     0102IPL2W046.910000O  6.57.0 8:03:2310,000      10,000     3i seems to have dumped another 1m, and again Underwood seems to have mopped them up. What I can't understand is why they don't just do a private cross trade? Perhaps they couldn't agree on a price, and had a dispute? In any case, they gave the MMs an easy £3,750 today for nothing.When 3i declared they no longer had a notifiable holding, the most they could have had then was just under 5%. Subtract yesterday's 1m, and we can guess 3i still have anything between 0 and 5,435,000 shares, which I assume Underwood is happy to mop up.

[badabing] 10/9/2004 15:40

Some buying today.......that's it......

[loosehead] 09/9/2004 23:43

I think that this can be interpreted as an extremely positive signal. Sigma has been involved with Vianet since pre-IPO, and if Mr Underwood is connected with Sigma (as he would appear to be) it stands to reason that he too has been involved with Vianet for as long as them. If he is increasing his stake now, after watching it drift towards oblivion for over 4 years, then there may be something in the wind.

[exotic] 09/9/2004 17:47

RNS Number:7971C
Vianet Group PLC
09 September 2004


9 September 2004

VIANET GROUP PLC ('the Company')

Holding in Company

The Company was notified on 9 September 2004 by 3i plc that 3i European
Technology Trust plc has ceased to have a notifiable interest in the ordinary
shares of 5p each in the issued share capital of Vianet Group plc.

END


It seems that 3i wanted to make an exit, and Mr. Underwood was there to mop them up.

The trades appear to cancel themselves out, so I'm not quite sure why the price still rose so much. Perhaps 3i tested the MM sell quotes in August, and so the MMs let the price slide anticipating 3i making an exit, but not expecting Mr. Underwood to mop them up, hence the rise.

[exotic] 07/9/2004 13:50

No idea I'm afraid, the only Mr M R Underwood to show up on Google was winner of a show riding competition in 2002.



..possibly from or near Blackheath, London.

[badabing] 07/9/2004 13:24

Exotic...ta...but who is Mr Underwood, any ideas ?

[exotic] 07/9/2004 13:23

RNS Number:6773C
Vianet Group PLC
07 September 2004



VIANET GROUP PLC ('the Company')

Holding in Company

The Company was notified on 6 September 2004 by Williams de Broe that following
the acquisition of 2,000,000 ordinary shares of 5 pence each in the Company
('Ordinary Shares'). Mr M R Underwood's interest in Ordinary Shares increased to
a total of 5,062,498, representing an increase from approximately 2.38 per cent.
to 3.93 per cent. of the issued share capital of the Company.

This information is provided by RNS
The company news service from the London Stock Exchange

END
HOLGGGGLLNGGDZG

[loosehead] 29/7/2004 17:24

Or they are hopelessly optimistic !!

[badabing] 29/7/2004 16:04

Exotic,

Very interesting......they must be expecting some good news.....

[exotic] 29/7/2004 16:00

And another large T buy goes through.

[exotic] 28/7/2004 16:45

Still seems to be a large buyer around, with that 200,000 T soaking up the earlier sells.

[pacman88] 21/7/2004 15:30

All I could find is one dated 28/5/04

Hardman & Co

28.5.2004

Vianet - A year of transition

Year Sales Declared EBITDA Eps p P/e ratio Dividend p Yield
£000 Profit £000 £000 %
2003A 34 -2056 -2017 -3.10 - 0 0
2004 (Sept)E 1116 -1540 -1560 -1.09 - 0 0
2004 (Dec)E 1234 -2175 -2210 -1.55 - 0 0
2005E 2952 -1086 -1046 -0.77 - 0 0
? Vianet is now carrying out the changes announced at
the end of last year. In particular, it has successfully
started working with Alcatel on support and logistics,
and is making efforts to upgrade the sales and
marketing function.
? Vianet now has eleven active trials including its
largest, with Selecta, which is now to be
complemented by a further trial using the vOpen
software for a different function within the
organisation.
? Vianet has proven that its service is equally viable for
companies wishing to use vending data for category
management (which products sell best in which
locations and at what times) and for operational
purposes (restocking, logistics etc). There is no extra
cost to Vianet in providing the services, which use the
same hardware and software.
? However, customers have been slow to sign up to
substantial rollouts, and we have therefore had to cut
our estimates of units installed. This is likely to push
profitability further out by a year.

[exotic] 21/7/2004 09:59

It's possibly not new news, though it makes interesting reading, and the Athens Olympics part doesn't sound too old.

Incidentally, I see Hardman & Co published some research on VIA 21/06/04 but they won't deal with private investors and, instead, recommend getting your broker to ask them for it.

[danny_boffin] 21/7/2004 09:40

I don't think this is news. I've been regularly checking the Vianet website for almost a year now in the vain hope of finding news, and these three articles are depressingly familiar to me. They tend to post new articles at the top of the page when they do (once in a blue moon).

[badabing] 21/7/2004 09:17

Exotic...I can see the item but there's no date attached....is it new really news ?

[exotic] 21/7/2004 08:56

vOpen Unveiled Across Europe
Vianet's vOpen system is currently being evaluated across Europe with vending applications as diverse as cold drinks for the Athens Olympics, newspaper vending for London commuters and the provision of snacks on trans-European trains.

PanEuropean
Vianet is currently active in major vending projects in Greece, Belgium, Germany, France and Switzerland in addition to those ongoing in the UK. By investing in Internet protocols and mobile phone technology the Vianet service has been demonstrated to be scaleable, flexible and truly international. This offers major brands and operators an international solution for their vending data management requirements.

HHT Application Demonstrated
Vianet has developed a hand held terminal application using the XDA platform and GPRS technology. This enables kerb side polling, IRDA data capture, docket replacement and pick list generation all using real time data and online back office updates.

Source: Company Website.

[badabing] 20/7/2004 21:15

tedg41..brag away mate..at least you're buying so you're ok with me....I bought more today at sub 7p too....just before they went pop this afternoon....

[tedg41] 20/7/2004 20:12

Not boasting, but I did add on 15th at under 7p.
News is slow, but at least its good!
Keep nibbling!

[exotic] 20/7/2004 15:31

Good to see it bounce more than half way back up, which is always a possitive signal. Still no idea why it dropped, but the bounce is obviously being driven by volume.

[badabing] 20/7/2004 15:08

It's alive again....

[danny_boffin] 15/7/2004 10:02

Maybe a buying opportunity... but I'm not topping up until I get a better idea why it fell. Anyone know?

[tedg41] 14/7/2004 19:35

Todays fall presents a buying opportunity. I intend to add tomorrow.