Vianet Investors - VNET

Vianet Investors - VNET

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Stock Name Stock Symbol Market Stock Type
Vianet Group Plc VNET London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
0.00 0.0% 81.50 08:00:00
Open Price Low Price High Price Close Price Previous Close
81.50 81.50 81.50 81.50
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Industry Sector

Top Investor Posts

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.
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.
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.
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.
jeffian: Thank you, galeforce1. My company was one of the first to adopt the beer monitoring technology and I was an earlier investor in the previous ill-fated (well, ill-managed actually) incarnation Comprehensive Business Services which became Brulines, so I felt I knew enough about that side of the business. As you say, it is a useful base 'earner' from which to grow the vending technology business which now seems to have the more exciting prospects. I am also a big fan of companies which maintain a dividend whilst waiting for their growth plans to bear fruit. If the share price is going nowhere for a while, it makes it easier to hold if you are getting some sort of return on your money while you wait.
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 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.
jeffian: Don't know but the yield's quite high and investors are desperate for yield. Whatever the reason, it's welcome!
norbert colon: Do any shareholders / investors on this thread have any experience (i.e. from attending AGMs etc) of James Newman who used to be a Chairman of Brulines / Vianet? I see he is now NE Chairman of Fishing Republic and just wanted to gauge any general feedback on him?
sharesoc: There is a joint ShareSoc/Hardman company seminar in Leeds on the 20th May with Ideagen, Avacta and Getech all presenting. It is the first ShareSoc event in the North of England with no charge for the evening. It would be great to see as many investors there as possible showing your support and to encourage more events like this in the North. For more details and registration for the event go to: hxxp:// Twitter @ShareSocUK
paulypilot: Happy to be of service! I had a couple of hours free between meetings today, so dropped into the IoD to use their WiFi and type it up. Hope to do more of that kind of thing - i.e. getting Qs from investors, and then getting As from management & disseminating it out again. Trouble is just finding the time - if you don't immediately write up things, it just gets to the back of the queue & then never gets done. PP.
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