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Share Name Share Symbol Market Type Share ISIN Share Description
Vianet Group Plc LSE:VNET London Ordinary Share GB00B13YVN56 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 57.50 57.00 58.00 57.50 57.50 57.50 2,190 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 13.2 -0.2 0.7 88.5 17

Vianet Share Discussion Threads

Showing 926 to 950 of 950 messages
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
DateSubjectAuthorDiscuss
18/11/2022
12:08
htTps://www.investegate.co.uk/vianet-group-plc--vnet-/rns/investors-meet-company---investor-presentation/202211180700068200G/

I find these investor presentations very good.

jeffian
02/9/2022
06:58
Illsi - thanks. That’s all very interesting and helpful.
galeforce1
01/9/2022
12:49
I don't disagree. Right now anything to derail the recovery is a seriously bad thing. It's certain;y the general perception that Smartzones produces much higher profits than smartmachines.

I've taken a look at the segmental profits from the recent FY results to March22.

Smartzones FY22 1.75m
Smartmachines FY22 1.588m

*taken from note3 of the results - and excluded corporate/technology amortisation

Whereas at the H1 results it was not as close

Smartzones H1 22 0.952m
Smartmachines H1 22 0.573m

which means, if I've got my adding up right - always debatable - that profitability reversed in H2:

Smartzones H2 22 0.798m
Smartmachines H2 22 1.015m

That's better than I expected. And the rate of increase in profit at smartmachines is remarkable. I agree that its nowhere near enough to take up the slack, but it's not the case that smartzones has produced much more of the profit in the last year.

It will be very interesting to see what progress smartmachines has made in the upcoming H1 results. If they can continue this trend - it's been a long time coming - and I am always wary that if there is another banana skin to slip on - they will find it!

There is certainly a high risk that a lot of pubs will shut in the coming months. But which ones?

As a rough finger in the air Vianet has connections to around 20% of the 47,000 UK pubs - and not all of Vianets connectionsa are to pubs, some are bars/hospitality venues. I perceive that the independent/gastropub/small chains are most vulnerable at the moment? Smartzones is mainly contracted with pubcos and brewery large estates. Some of these will be tenanted - I have no idea how many or how likely they will be to close. If there is a wholesale closure of pubs in the coming months I think there is a good chance it will be mainly outside of smartzones connections.

But what do I know? Not a lot. Any pubs shutting right now is bad news - but the reaction of the share price is overdone in my view. Ironically European gas prices have fallen 30% in the last week (source - trading economics) I'll be waiting until the share price stabilises but if it falls much further I shall be tempted to add a few more.

cheers

illiswilgig
01/9/2022
10:46
Smart zones which brings in the lions share are really going to suffer with pub closures.. Smart machines just isn't ready to take up the slack yet..
celeritas
30/8/2022
15:06
It's probably the widespread predictions that 100's of pubs are going to go out of business over the next year, because most of them haven't yet fully recovered from all the lockdowns, and now they face huge bills for heating & lighting.

Most of the profits at Vianet are made from the old Brulines business, which is mostly measuring devices installed in pubs.

galeforce1
30/8/2022
10:21
Any idea what's driving the price collapse?
dlp6666
05/8/2022
13:26
Yes and back above 100p if things go to plan - surely not too much to ask.
its the oxman
04/8/2022
12:06
Looks great on the first chart doesn't it? LOL.
bouleversee
04/8/2022
11:31
I am also suprised that its fallen back to 62p. Bought a few this morning for 61.49p.

cheers

illiswilgig
04/8/2022
08:58
Time to load up. Still c. 62p. Trading well, director buy and massively out of favour. Hoping for a strong bounce with next newsflow. But then also never thought it would fall this low
its the oxman
13/7/2022
16:28
Thank you, Zipstuck.
bouleversee
13/7/2022
16:12
https://uk.advfn.com/stock-market/london/vianet-VNET/share-news/Vianet-Group-PLC-Directorate-Changes/88578880
zipstuck
13/7/2022
15:52
?. A link would be helpful. Couldn't see any announcement on their website.
bouleversee
13/7/2022
09:00
Interesting new director.
zipstuck
09/6/2022
08:44
https://uk.advfn.com/stock-market/london/vianet-VNET/share-news/Vianet-Group-PLC-Contract-Announcement/86985529

I think this will bode well for the outlook this year and will be more important than the results next Tuesday

zipstuck
28/4/2022
09:05
Yes, I was quite happy with the TU. I'm a fan of dividends but only when the cash is there and not required for investment or growth so I can quite understand that they should be deferred until there is greater clarity on the supply/pricing of microchips.
jeffian
28/4/2022
08:38
I think we will see a more positive statement with the results in June as the country gets back to normal and good revenue opportunities.

Strong hold IMHO

zipstuck
11/1/2022
11:31
niggle,

'The last time I looked at Vianet was 9 years ago. That’s 9 years of it not going anywhere!'

Indeed. You are not the only one to note this.

Which makes me wonder why you chose to buy shares at recent lows?

Particularly given your questions over capitalised development and goodwill/intangibles?

What opportunity do you see that overcame these issues for you? Or is it time to take a quick profit?

I certainly hope you are right with regard to 2022, and I think there is good reason to think so. This morning's rns being a sign that the company is emerging from the pandemic more oompetitive, more efficient with better products and services than two years ago. Doesn't mean it will succeed, but I think the odds are in its favour now,

cheers

Illis

PS - checking my records I notice that I did indeed take a small position in VNET 9 years ago. It doesn't say but probably for the value and dividend at the time. It wasn't until last year when searching for cheap turnarounds, growth opportunities I was surprised to find one overlooked in my own portfolio. I've been buying on dips since then.

illiswilgig
11/1/2022
11:04
Celeritas

'Looks like a few knew about this at 3:30 yesterday judging the sudden jump.'

Yes I thought that as well.

Though I wonder if it is linked more generally to increasing traction of smart machine sales - of which this is an excellent example?

cheers

illiswilgig
11/1/2022
10:26
Looks like a few knew about this at 3:30 yesterday judging the sudden jump.
celeritas
11/1/2022
10:18
Whilst today's announcement of the Lavazza deal may not be 'transformational', it is certainly a validation of the company's services and technology. Hopefully a sign of more to come.
jeffian
11/1/2022
08:43
Bought these before Xmas and enjoying the renewed interest. I love the way ADVFN puts a marker on bulletin boards so when you go back on one it’s set at the date you last looked.

The last time I looked at Vianet was 9 years ago. That’s 9 years of it not going anywhere!

Hopefully 2022 is different!

Begs the question over the number of posts since then!

24m Intangibles?

Capitalising development costs - surely they are just costs? hmmmm?

Company says it doesn't need more cash for 2022

niggle
08/12/2021
09:24
If they were thinking of raising more funds through equity I'd have expected them to do it whilst the share price was riding high earlier in the year.

Operating cashflow was positive at £1m in H1 and £1.4m after working capital movements despite much of their customer base being locked down for part of Q1 and restrictions being in place for all of Q1.

After investing 1.2m in R&D and equipment purchases - the net cash outflow was 0.46m - but thats after repaying 0.66m of debt.

Unless there is another mandatory lockdown affecting their customer base it looks to me as if they have turned the corner successfully. Cashflow is now rising through H2 as full price recurring revenue is received, new contracts signed and new connections made. They should be able to afford to invest in working capital, R&D, sales and marketing and pay down the debt.

As always with VNET the exciting growth opportunity is always a little bit slower to realise than I anticipate - but the jam tomorrow is looking even more delicious today - and certainly closer than it was.

I agree with you about the dividend. I'd much rather they pay down debt, fully invest in growth and build up a cash pile - but that will depend upon the largest shareholder, the chairman with 30%. I'd be happy with a token dividend.

cheers all

illiswilgig
08/12/2021
08:29
Looks like they need to raise some money to me, not sure why they are talking about dividends.
spooky
08/12/2021
08:28
No real surprises in the results. Out look seems ok if pubs keep open etc
ntv
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
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