Vianet Share Discussion Threads

[jeffian] 25/10/2013 10:54

Encouraging that it has remained firm. One sometimes sees a rise following analysts' visits etc. only to see it fall back as soon as the spotlight is off again. Continuing strength - and on a 'down' day - suggests someone likes what they saw.

[flamingo93] 24/10/2013 11:11

yes i was thinking if they organised 1 II visit a week on the run up to Xmas I might be in a nice profit......

[jeffian] 24/10/2013 10:25

The institutional investor site visit seems to be going well!

[speedsgh] 16/10/2013 11:39

Yes, I'm a bit perplexed too.

[jeffian] 16/10/2013 10:52

Yes, I saw the Morning Advertiser story but it's no more than a straw in the wind. Hardly enough to have set off a buying spree, I would have thought.

[speedsgh] 16/10/2013 10:48

by Paul Scott on the "other" site...
"I am intrigued as to why shares in Vianet (LON:VNET) suddenly opened up this morning, on no news from the company, and are now up 8% at 76.5p. In situations like this, I always turn to "The Publican's Morning Advertiser", which is renowned for keeping its finger on the pulse. They have some interesting news about something Vince Cable said last night, about the proposed Statutory Code, and this seems to be moving in the right direction, possibly, for Vianet."

He refers to this link -

[deanowls] 16/10/2013 10:41

Some link on Paul scotts commentry over at s t o c k o p e d i a

[jeffian] 16/10/2013 10:25

What did the old goat say?

[nw99] 16/10/2013 10:22

Vince cable making some comments last night has stirred this into life

[nw99] 16/10/2013 09:55

Premium buy at 78

[nw99] 16/10/2013 08:04

Buyers early doors

[mctmct] 09/10/2013 11:58

Paul Scott today says:



Good morning! Vianet (LON:VNET) has issued a trading update this morning, and it will be interesting to see how the market reacts to this. Technically, it's a mild profit warning, since they indicate that pre-exceptional operating profit will be c.£3m, about 10% down on last year, for the current year ending 31 Mar 2014. However, in the circumstances, with a major threat to their core business from the Government's proposed Statutory Code, that's actually not a bad result in my opinion. We already knew this was likely to be a poor year, with all the extra costs associated with defending the company against this legal threat, and disruption from management time being diverted from the business, plus the inevitable standstill on making new sales of the beer flow monitoring equipment until this issue was resolved. So anyone expecting a good year this year just hadn't done their research!

Pub closures has meant that the installed base has fallen to 17,000 Pubs, where it was expected to stay at 17,500, so that's disappointing, if not altogether unsurprising in the circumstances. The group's other divisions have improved, with the vending division now profitable, the USA making "positive progress", and fuel division is now close to breakeven.

The bit I like best is that the recurring revenues are emphasised (mostly on five year contracts), which has allowed continued strong cashflow, and the interim & final dividends are being maintained, which is excellent news. That means the 7.6% dividend yield is safe, for the time being. Now all they need is for the regulatory threat to fall away, as it's very likely to in due course, and in my view we'll be heading back to a quid a share, and maybe more once some decent vending contracts come through.

I am expecting the shares to open down modestly today, and if they continue dropping, I will be using that as a buying opportunity. The valuation here is pretty attractive if you think, as I do, that the regulatory threat is not likely to have any teeth. Anyway, let's see what happens!"

[shanklin] 09/10/2013 08:43

LOL Stegrego. It is certainly priced as though that's the case.

[stegrego] 09/10/2013 08:38

It's unlikely that the 'net' will change to a 'ble' anytime soon.

[battlebus2] 09/10/2013 08:08

Watching and waiting another while on this one but G.L. all holders.

[kmann] 09/10/2013 07:58

Too cautious? One big uncertainty remaining.

[shanklin] 09/10/2013 07:44

Dean

They give no clue on PBT.

[deanowls] 09/10/2013 07:35

I dont understand Shanklin, they say they will make 3million,, expect to maintain the dividend but in an uncertain goverment led agenda pub companies will not make certain decisions which is affecting their sales.

[shanklin] 09/10/2013 07:28

Blimey, what a gutless update. They could at least state openly that they expect to miss market expectations by a wide margin, highlight any items they plan to categorise as exceptionals, and give some clue of the likely PBT.

[burkedavid] 08/10/2013 18:53

Back to the director buy in price

[harry the haddock] 18/9/2013 16:42

Tell me about it jeffian - think i'm only about 40% down now

[jeffian] 18/9/2013 16:03

Aye, but to put it in context -

[masurenguy] 18/9/2013 15:54

Up again today for the 8th consecutive trading session and the increase over that period is now 14%.