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VNET Vianet Group Plc

112.00
0.00 (0.00%)
20 Dec 2024 - Closed
Delayed by 15 minutes
Vianet Investors - VNET

Vianet Investors - VNET

Share Name Share Symbol Market Stock Type
Vianet Group Plc VNET London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 112.00 08:00:00
Open Price Low Price High Price Close Price Previous Close
112.00 112.00 112.00 112.00 112.00
more quote information »
Industry Sector
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Top Investor Posts

Top Posts
Posted at 03/12/2024 10:21 by jeffian
Just a reminder that there is an interim results presentation on the investor-meet website at 10.30
Posted at 12/12/2023 10:00 by jeffian
If anyone interested, remember there is a results presentation at 10.30.



(it's free to register)
Posted at 04/5/2023 14:01 by masurenguy
"Brulines, the cellar monitoring equipment supplier, had a difficult time with pub closures but it’s swinging back now. Its tech remotely monitors and records the total volume of liquid that passes through the beer lines 24 hours a day at around a third of UK pubs. The tech is unique and advanced: they are now a significant player in monitoring vending machines in the UK and US."
Lord Lee: 4 May 2023: MoneyWeek.

LOL - he obviously overlooked the fact that Brulines changed its name to Vianet 11 years ago ! Nevertheless he is still a shrewd investor. 👍
Posted at 06/12/2022 09:42 by jeffian
Reminder that there is an investor presentation today at 10.30 (see link above). You can access a recorded version later if you miss it.
Posted at 18/11/2022 12:08 by jeffian
I find these investor presentations very good.
Posted at 04/11/2021 10:13 by celeritas
The at best seller was given a raw deal the other day, a few others then see the move and panic. Take advantage if you can and go against you natural instincts which to most investors is fright. The update was good, business is much better, only negative was supply of parts but like toilet roll I expect the supply issues to normal out over the coming months.
Posted at 22/9/2021 15:44 by celeritas
I really think vnet is a forgotten about stock, it just needs dusting off and sticking to the front of the shelf so investors can observe it. Smart machines is just the right space now, I can only see growing significantly over the coming years.
Posted at 29/12/2020 14:29 by boonkoh
Can't believe this keeps dropping like a stone.Either there's a fundraising in the background and info has leaked, or investors are afraid of further Tier 4 impact in Jan-Mar on Smart Zone revenues.
Posted at 14/11/2019 09:21 by crazycoops
Well hello jeffian(pet), I trust you are well. I bought into VNET a couple of months back and added after the trading update. I first discovered it after it came up on my Stockopedia screens where it is currently rating as a Super Stock. The shares are pretty illiquid so it doesn't take much volume to shift the price, which seems to be the case at the moment. I am not reading anything into it other than a few retail investors spotting the value and growth potential.
Posted at 27/10/2019 08:55 by galeforce1
jeffian - definitely flies below the radar.
But on Friday there was an interesting commentary about Vianet on Stockopedia's Small Cap Value Report, which I have copied below in case you haven't seen it.
It's very positive, although critical of the company's website which makes it difficult to understand what the company actually does. I agree with this. It took me a while to grasp that 'Smartzones' is the pub measuring business (which is non-growth) and 'Smart Machines' is the vending machine monitoring business (where there is 40% annual revenue growth and loads of potential).

Vianet (LON:VNET)
Share price: 137p (+3%)
No. of shares: 28.5 million
Market cap: £39 million
Trading Update (Tuesday)

This is a "provider of actionable data and business insight through devices connected to its Internet of Things ("IOT") platform".

This PLC has been around for a while - since 2006.

At its heart is the Brulines business, which records the volume of liquid that passes through beer lines.

Trading in H1 is in line with expectations.

CEO comment

The team has continued to make very good commercial progress, particularly with contract wins for our telemetry and payment solutions in the coffee vending and unattended retail vending market, with solid support from our Smart Zones business which is developing new revenue lines. Double digit growth in the period builds on our successful recent track record and further demonstrates that the strategy of leveraging the power of our cutting edge technology to bring game changing business insight to our customers has exciting prospects."

My view

I've just spent some time on the company's website and checking its most recent annual report. I'm very excited by what I've read.

See its investor relations website.

I wanted to remind myself which of its divisions did the beer monitoring, which I understood to be the activity responsible for most of its historical (and present?) profitability.

I was presented with two divisions: Smart Machines and Smart Zones.

Smart Machines:

5db30e6decc74VNET_20191025.PNG

Hmm. Where's the beer monitoring?

Maybe it's in Smart Zones:

5db30ebe8af40VNET_20191025_SM.PNG

Cloud-based, big data in the Internet of Things. Sounds like the perfect investment, doesn't it?

There is a reference to flow monitoring in the description of Smart Machines, so I guess this must be it.

Ah yes, iDraught:

5db30f5d361faVNET_20191025_id.PNG

Another investor keyword: "ecosytem".

So Vianet provides cloud-based, Big Data ecosystems in the Internet of Things.

That's almost everything that I'm looking for in an investment, but I also look for "software as a service".

Alas, I could find no reference to "Saas" on Vianet's website.

It took a little bit of digging but, thankfully, I was able to find a reference to SaaS on vianetplc.com.

Its "Statement of Compliance with the Corporate Governance Code", published last year, dutifully informs us that the company's Directors have the necessary "skills and experience, including in the areas of IOT, b2b, software as a service..."

Boom!

Vianet makes cloud-based, Big Data, software-as-a-service ecosystems in the Internet of Things.

If only it could apply itself to a hot sector like crypto or cannabis, then who could resist investing in it?



My actual view

Vianet looks fairly valued at 14x forward earnings: it has a stable beer monitoring business which is performing ok (even though pubs in general are doing poorly) and other activities which are growing more quickly from a low base.

"Smart Machines" (the growing part of the business) made PBT of nearly £1 million last year. Excluding the acquisition it made, profits in this division were £560k and revenue growth was 42%. Has potential.

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