Vianet Share Discussion Threads

[frogkid] 05/10/2007 07:47

we should form a little club. How about calling it "Hope springs Eternal"

frog

[janatha] 04/10/2007 08:54

Make that four of us.Hi Patience my middle name is Pangloss.

[cwilliamham] 03/10/2007 23:25

No, there are three of us
Been in for three years now. Patience is my middle name.
Maybe I am about to be rewarded.Fingers crossed and hope the cash burn slows.

[markinthepark] 03/10/2007 09:29

Well at least we are in ahead of the crowd then......

[frogkid] 03/10/2007 08:19

good news mark, i think you and i are the only holders !!

frog

[markinthepark] 01/10/2007 16:17

Well at least the share price is not quite so constipated today...bid is up at 4p...not much I know but at least it's up.....

gb;VIA Vianet Group Ordinary Share
+ 4.25 Up 0.12 H 4.25 L 4.13 V 259,511 01-Oct-07
Price Vol Exc Time *Bid* Size *Ask* Size E/MM Time
4.25 0(AI)16.30.03mq 4 0 4.50 0(AI)16.30.03
4 250000 (T)16.28.27T,DT 4 0 4.50 0(AI)16.15.42
4 484 (T)16.26.51 4 0 4.50 0(AI)16.15.42
4.25 0(AI)16.15.42mq 4 0 4.50 0(AI)16.15.42
3.75 9027 (T)14.46.15DT 3.75 0 4.50 0(AI) 7.52.15
4.13 0(AI)08.00.26mq 3.75 0 4.50 0(AI) 7.52.15
4.13 0(AI)07.52.15MQ 3.75 0 4.50 0(AI) 7.52.15
4 0(AI)07.48.30MQ 3.50 0 4.50 0(AI) 7.48.30

[platts] 28/9/2007 21:52

this is a tedious constipated company that always promises and apologises

[markinthepark] 28/9/2007 10:50

Surprised the share price has stayed up on the Ask here following those sellers early this morning.....

The report looks very positive and the Chairman is certainly upbeat about prospects and news should be coming here soon on a number of fronts. Only hope that sellers dry up and we see some buying here.........

[markinthepark] 28/9/2007 09:25

Well there's the news at least......hopefully onwards from here but you never know how these AIM shares will perform...could be up +50% or fall away...all about sentiment these days.....

[frogkid] 28/9/2007 08:08

next stop 10p !!

frog

[markinthepark] 26/9/2007 09:51

Looks like that last decent sized buy has triggered an uplift in the Ask with 2 of our 3 MMs here....and it's made today the largest trading day here for at least a month.....we should be seeing some news on these soon.......

gb;VIA Vianet Group Ordinary Share
+ 4 Up 0.25 H 4 L 3.75 V 161,371 26-Sep-07
Price Vol Exc Time *Bid* Size *Ask* Size E/MM Time
4.25 161371 (T)08.44.24 3.75 0 4.25 0(AI) 8.44.33

[markinthepark] 20/8/2007 10:38

CONNECT in the news August 2007

Vianet Listed in M2M Magazine's Top 100 Technology Providers for 2007
The 2007 M2M 100 is a list of the most important and influential machine-to-machine technology providers as determined by the editors of M2M magazine and its editorial advisory board. It is designed to provide a snapshot of the market as it exists today and the companies with the greatest impact on its direction. The M2M 100 is published annually.

Editors and advisory board members for M2M magazine considered more than 300 companies for the 2007 M2M 100 recognition. The top 100 companies were selected based on customer references, business model strength, product service and portfolio, growth potential and M2M market leadership and involvement.

"This recognition of Vianet's 7 years experience in connecting and managing remote devices and machines, initially in the vending sector, is genuinely appreciated," said Ian Orrock, Chairman and CEO of Vianet. "We are one of only a few specialists outside the US able to fully extrapolate this service across our mobile networks, using GPRS and 3G to satisfy the broad M2M marketplace enabling businesses to connect with maximum confidence and security."

[maxinvestor] 26/7/2007 12:06

Cheers

Max

[markinthepark] 26/7/2007 11:59

Just the usual spin.......nothing dramatic

[maxinvestor] 26/7/2007 11:50

What did it say as I couldn't access it as my work account has problems? Could you forward it ti my aol account if it more than a one liner? Unless it is safe to post just the text here?

TIA

Max

[markinthepark] 26/7/2007 11:46

I did and I replied.......I asked him if we will get to see Seyp's REF buy note via one source or another....

[maxinvestor] 26/7/2007 11:38

morning MITP - did you an email from T yesterday?

Max

[markinthepark] 26/7/2007 11:36

July 2007

Vending Case Studies

Effective Business Management at Intervend – Vianet Talks to John Kay, Director, Intervend

Intervend are experts in the provision of vending solutions for the retail, leisure and hospitality businesses. They provide a wide selection of drinks and snacks vendors, are specialists in alcohol vending and the chosen partner of Inbev, owners of the Stella Artois brand.

Vianet spoke to John Kay, Director, Intervend, about effective business management using vOpen.

Intervend provides machines which dispense alcoholic beverages and distress items in hotel lobbies, and has committed to a nationwide roll out of the vOpen solution on 390 machines.

"We needed a telemetry solution for our vending machines to remotely monitor sales and stock and effectively manage our business," said John Kay. "I had worked with BT before, but thought Vianet was the better solution because, unlike BT, Vianet could provide the right telemetry format to suit our business model," continued John Kay.

Using the vOpen solution Intervend employees know when to visit machines and what stock to take. Additionally, Intervend management uses the vOpen system to monitor and reconcile cash receipts with products sold, providing complete cash audit and virtually eliminating shrinkage.

"Using vOpen has enabled Intervend to monitor stock holding and sales, and to operate within key performance indicators," said John Kay. "Without the telemetry solution we would have had to resort to guesswork."

Intervend describes the experience of working with Vianet as positive. "We welcomed the element of innovation in the partnership," concluded John Kay.

[markinthepark] 26/7/2007 11:35

July 2007

Vending Case Studies

Vending High-Value Products at Airports and Tourist Locations - Vianet Speaks to Kevin Egglesden, Director, Monex Systems

Monex Systems Limited is an innovative new company vending high-value goods, including SIM cards, mobile phone accessories and travel items with the Vendpoint branded vending machines in airports and tourist locations.

Vianet spoke to Kevin Egglesden, Director, Monex Systems, about the use of the vending telemetry solution vOpen CONNECT in vending high-value goods.

"The Vianet vending telemetry solution has enabled our machines to run to maximum efficiency, and reduced staff costs, human error and opportunities for theft," explained Kevin Egglesden.

"We can prove to landlords that machines are running with minimal downtime and reaching Monex's standard KPI's. If a problem occurs with a machine then we can identify that problem, rectify it and most importantly not concern neither customer nor landlord. Vending should produce maximum turnover whilst giving least problems," continued Kevin Egglesden.

"Because the nature of our business is to vend high-value products (other then foods / drinks) that have neither been tried nor tested we needed a better understanding of when our products are purchased, i.e. date and time. We needed to demonstrate that vending is not just about selling drinks and crisps but could also vend high-value products. With the telemetry solution we have been able to prove this in a relatively short time."

"If a product is not selling, then with vOpen CONNECT we can quickly react by replacing that product with another product," explained Kevin Egglesden.

Kevin Egglesden said, "Before choosing the Vianet solution we looked at using our own text messaging system but felt this did not give us detailed information such as purchase times."

"Vianet was recommended to Monex from other sources and gives us low cost monitoring for high priced products, fantastic support and is both understanding and flexible to accommodate customer requirements."

"vOpen CONNECT is both simple to use and easily produces sales data for both landlords and suppliers."

Kevin Egglesden explained what the use of vOpen CONNECT has enable Monex to do that they couldn't do without the solution. "We can manage our time without having to visit the machines too often, we learn quickly what products sell and what products don't, we impress suppliers with up-to-date sales data and we manage our stock control so we don't over or under stock."

"The major benefits and advantages the Vianet solution has brought to Monex are cost savings, minimising customer complaints, maximising turnover and landlords such as BAA feeling confident to allow more installs," said Kevin Egglesden. "There has been a return-on-investment in a relatively short space of time."

Kevin Egglesden concluded by describing Monex's experience of working with Vianet. "Great support, good product with a feeling of flexibility. I am very confident Monex will grow with Vianet."

[markinthepark] 26/7/2007 11:20

RNS Number:9110A
Vianet Group PLC
26 July 2007

Vianet Group PLC

Result of AGM

Vianet Group PLC announces that at its Annual General Meeting held earlier
today all the resolutions were duly passed.

[markinthepark] 16/7/2007 13:37

Max,

Was that your buy?

gb;VIA Vianet Group * Ordinary Share
+ 4.25 Up 0.12 H 4.25 L 4.13 V 164,285 16-Jul-07
Price Vol Exc Time *Bid* Size *Ask* Size E/MM Time
4.38 114285 (T)12.32.18 3.75 0 4.75 0(AI) 9.29.36
4.38 50000 (T)09.29.30 3.75 0 4.75 0(AI) 9.29.36

[markinthepark] 13/7/2007 16:14

News today on borrowing.....looks like the VCT is keeping the faith here......

Vianet Convertible Loan

RNS Number:2488A
Vianet Group PLC
13 July 2007

Vianet Group plc ("Vianet" or "the Company")

Amendment to existing convertible loan

Vianet confirms that it has today agreed amendments to existing convertible loan
agreements with Rensburg AIM VCT plc, formerly named BWD AIM VCT plc and Capital
for Companies VCT plc, under which the following changes are made:

*The term of the loans, totalling #200,000, are extended from five years
and one day to eight years and one day. The amended term date is therefore
extended to 16 July 2010.
*The rate of conversion into Ordinary shares of the Company is amended
from a subscription price of 5p per share to a subscription price of 8p per
share. In aggregate the number of Ordinary shares which will be issued at
the end of the loan term is amended from four million to two million five
hundred thousand.

All other terms of the original loan agreements remain unchanged, in summary
they are:

* Loans totalling #200,000
* The loans bear no interest
* The loans are only repayable in the event of the Company's winding up,
a receiver being appointed or an administration order is made in respect of
the Company

[frogkid] 21/6/2007 11:51

thanks for the new thread Mark,

frog

[markinthepark] 21/6/2007 10:26

Vianet The end of the beginning?

6 June 2007

Vianet's 2006 results brought no surprises in terms of the numbers, which were broadly in line with our expectations. However there was a positive surprise in the trading statement, in particular on the M2M side.

● M2M reached its first 1,000 connections in April. In the month since then it has already received 1,500 orders.

● In vending, the existing contract with GSK has reached 25% of the total vending park and is now to be rolled out to the remainder. Work with Aramark is progressing well and some good indications are being seen in the German
tobacco vending market. We understand Vianet has also been approached to roll out the tobacco solution in other markets.

● Management believes the investment drought in the vending industry which followed the introduction of the Euro and consequent high forced capex is now over. Large operators are now ordering again and the brands are attentive to the value of the data produced. Vianet's cashless vending solution, in particular, is receiving a high number of enquiries.

● The company should break even in the last quarter of the year and make a profit in 2008. We trim our 2007 forecasts, allowing for higher costs on developing the M2M business and some second half weighting, but we are
rather more confident in expecting them to be met.

● We are hopeful that Vianet may have finally reached the inflection point. It has been a long, hard road!

The results for 2006 were not much different from what we had expected in terms of ebit, pretax profit and EPS. The positive surprise for us came in the trading statement. M2M is obviously proving a success for the company,
and vending appears finally to have found its feet. GSK will now roll out the Vianet solution to its entire vending park, while Aramark is working well in Bavaria. Management repeated its confidence that the company should break even in Q4 2007.

M2M contributed only £13,000 to revenues last year. However, it reached its thousandth unit in April, and has already signed orders for 1,500 in May. Lead times are much quicker than in the vending business, with a high level of enquiries and 50% of them converting, typically within 4-6 weeks – much faster than for vending business.

The key to M2M it that it really does create high quality annuity income. For instance, if a water company spends money installing Vianet's m2m solution for tracking leaks in pipes, it's unlikely to decide to replace every single device in order to move away from Vianet's hosted solution – there is a high
customer switch cost. While this sector remains the smaller part of the overall
business, it should make a useful contribution to revenues this year and next.
Overall, the company has won 22 new customers in the first half of the current year – against 15 in calendar 2006. That's an encouraging rate of new business and suggests that management may be right in its contention that vending operators' willingness to invest has finally turned the corner.

However in the vending business, sales will be H2 weighted. This is partly due to a slower Q1, but also to the fact that with a 12 week lead time on manufacture, Vianet sees a time lag between orders and beginning to charge
service fees.

Staffing was cut significantly last year, from 30 to a low of 17. It has now risen back to 25 employees, with most of the new staff hired on the M2M side and in sales. We have increased our forecast of administrative costs to allow for the ramp-up of the M2M business.

It has been a very long, hard road and Vianet has had more than its share of bad luck. However, the trading statement appears to indicate that this is the end of the beginning, and that the company is finally gaining traction with its sales. Our forecast for this year still demands a high rate of growth, but the company appears better placed to achieve it than it has done in the past.