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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
  -4.00 -5.26% 72.00 71.00 73.00 76.00 72.00 76.00 29,265 14:59:33
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 16.3 2.4 8.6 8.4 21

Vianet Share Discussion Threads

Showing 776 to 800 of 800 messages
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
DateSubjectAuthorDiscuss
29/1/2021
11:47
Should of bought Marstons or MAB
its the oxman
17/1/2021
17:02
Thanks for that, reading the last results looks like the working from home could be detrimental for the office vending machines also
pottsypotts
16/1/2021
16:04
#798, pottsypotts, for the year to March 2020 (i.e. before the full impact of Covid kicked in) Smart Zones (the beer monitoring business) provided 75% of the operating profit. This disappeared at the following interims. Unfortunately, although the Smart Machines business is growing and their target is clearly to build up this part to offset their reliance on the pub sector, it is still very early days. I'm sure there will be a business when the pubs reopen but when that will be and what size pub estate will remain are unknown. I am reasonably confident that the national pub estate will recover in due course - the sad fact is that whilst operators will go bust, at some point those pubs will reopen with new tenants or managers - and the need for VNET's monitoring equipment is now well-established as an important management tool. I will sit on what I've got (not very many) but I would not be brave enough to buy until the mists clear a bit. Things could easily get worse before they get better.
jeffian
16/1/2021
15:08
Hello Boule, Hope you are well? Yes, you are correcrt, probably not brave - just foolish. And risky. There is madness in my method. Perhaps. The current shareprice fall seems to reflect the risk of raising fresh equity. I think the company will work hard to avoid this. The chairman owns 17.5% of the shares - so I can't see him wanting to raise more capital unless its really necessary? It will be a close thing. They will need to tighten their belts considerably to avoid raising capital based upon the cash burn in the recent interims. The small purchase by him and the CEO, who steps down in March and owns 0.7% - so has reason to not buy any more - I see as a signal to confirm they don't intend - and I use the word intend advisedly - to raise fresh capital. Having been sitting on the fence waiting for some kind of information either way - I've pretty much got to back it as I see it - but it is a small purchase, just like the directors. So yes, risky it is. cheers
illiswilgig
16/1/2021
14:12
No recovery at all in the share price which is to be expected due to lockdown yet pub chain like Spoons seems to have recovered some ground from the lows? What percentage of Vianets business is at risk with pub chains, anyone know
pottsypotts
16/1/2021
12:38
Very brave, Illis. I also hold but everything I have topped up after a fall in the past has just compounded my loss so I will give it a miss, especially after numerous large losses in my p/f yesterday.
bouleversee
16/1/2021
11:52
Boonkoh - Thank you, that's the way I've read it as well. Having been sitting on the fence - I decided to back my hunch and follow the directors lead with a small purchase to top up. cheers
illiswilgig
15/1/2021
09:00
Just too much uncertainty to invest or add at the moment ( for me )Trading update March will see what they have to say then
panshanger1
15/1/2021
08:45
Definitely trading at a bargain price.The key risk I see though is possibility of an equity fundraising.My calcs is that they probably have about £2-3m cash left, having drawn down all their CBIL and overdrafts. Don't think this is enough to see them through half year, especially needing to increase working capital too for ramp up into new sales.But director buys yesterday means no fundraising imminent, otherwise they wouldn't have been able to buy.
boonkoh
14/1/2021
16:41
Did see Liontrust and Gresham House ( institutional holders ) increase their holdings during the carnage last year though If it can weather through might look different at the end of the year Long haul here though
panshanger1
14/1/2021
16:01
Three token director purchases today. What's the point?Especially CEO and Chairman already have a big chunk of shares.
boonkoh
05/1/2021
13:19
Looking gloomy for Q1.Even if new Lockdown ends after 8 weeks, it's not going to a full unlocking. Probably back to Tier 4, then Tier 3, etc...Expecting pubs in UK to be closed at least till early March, if not end of March.
boonkoh
29/12/2020
14:29
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.
boonkoh
26/12/2020
14:39
Hi Oxman, unfortunately (for us holders) this one is very much a game of two halves. Covid has had the effect of highlighting the future growth prospects of the smart machines (unattended retailing/IOT) division. Thats the second half. But to get there with no profits from smart zones (pub customers) to bridge the gap - the customers need to roll in to smart machines before the cash gives out - or there is the prospect of fund raise. Cash drain in H1 was flattered by the change in working capital (decreased revceivable s and inventories). They can't keep doing that. But that doesn't mean a fund raise will actually happen - the new customers may arrive. Or the Chairman may decide to slow the product development and make the cash last until the customers do arrive. Given the significant holdings of the chairman - and his recent buying - I think thats more likely. Provided the customers do arrive. There seems to be something of a buyers strike while we wait to see which way it goes, as any fund raise will likely be at a significant discount - which may account for the price drifting downwards. I am waiting to see how low it will drift before adding - but I do recognise that any contract news will likely cause a significant re-rating? cheers
illiswilgig
24/12/2020
00:04
Or perhaps im just missing something. Last added myself at 68p. Co seems well positioned to survive so will wait and see what happens now.
its the oxman
23/12/2020
23:45
Seems crazy Wetherspoons , marstons and many other leisure type plays are recovering while this gets evermore sold down , could prove a great opportunity for the brave buyer at this level.
its the oxman
09/12/2020
13:55
As you rightly point out the future of Vianet is not with pubs, sadly especially not with village pubs. It seems that Vianet also spotted this some time ago. If I understand it rightly their future model is based upon growth in what they are calling the 'unattended retail sector' which used to be the kitkat machine to me. Or the one where all the popular bars had sold out and only the curly wurlys were left? And if you hit it right it gave you the product instead of swallowing your money. My how things change? I expect unattended retailing to grow rapidly post covid and not just for kitkats and coffee machines. Pharmacies and many other retail operations are looking towards 24hour unattended operation based upon near real-time data management, analytics and contactless payment. The company is in transition from a manufacturer, installer and maintainer of electronic flowing monitoring and telemetry boxes (now outsourced) to a cloud based provider of software as a service in unattended retail services. None of that means that they will succeed - one of the biggest risks to this is that the profits from the i-draught disappear before they can grow the unattended retail services - but if they do. and in my view they have a fair chance - it will not be resting on the future of the village pub, more a Robot Bar? Ugh! what a horrible thought. cheers
illiswilgig
09/12/2020
11:38
My concern is that essentially there are unfavourable structural changes in Vianet's marketplace that Covid has just dramatically accelerated. In my village, for example, there were 4 pubs in 2012. One closed, as part of the familiar shrinkage of this sector as customer demand contracts, four years ago. Of the remaining three at the start of this year one has seen its already-struggling tenant walk away so is currently empty and a second is still occupied but has been closed since March because the tenants apparently have just "given up": in both cases the brewery has been trying to attract new managers but with no success (even before Covid it's become ever harder to persuade new people to enter this troubled sector, while planning law sadly encourages owners/brewers to go through the motions of unsuccessfully trying to recruit in order to keep pubs going as this helps get change-of-use consent for the property's redevelopment or sale, so no-one locally really expects either place to re-open as a hostelry). The four and final pub, a free house, we hope will survive in the business. But where on earth but in difficulty does this place Vianet's model? Sure, you can theoretically make a higher percentage profit in a much smaller sector but revenues are surely going to be permanently far down for anyone supplying pubs.
mystericon
09/12/2020
10:17
Operating cash flow was a positive £1.19m but free cash flow a negative £155k. Having secured £3.5m of funding through the government’s CBIL’s scheme period end net debt was £1.15m. Investor's Champion comments that when its markets re-open Vianet's products could see strong demand.
energeticbacker
08/12/2020
08:26
Long term the prospects look better than they did this time last year. Short term it is going to continue to be a struggle. I can't see the company going bust so we have a good investment at current share price levels.
this_is_me
08/12/2020
08:03
A good business, just need pubs to reopen. Could then move quickly. Till then patience.
its the oxman
02/12/2020
18:14
The new post-lockdown tier system is a real blow not just to the pub sector but also to any business umbilically linked to it. And Vianet is in the latter category. I hear of all sorts of workarounds and dodges being dreamed up by landlords desperate to be able to welcome customers into their pubs: Tier 3 still looks completely impossible in that regard but in Tier 2 I gather some are considering a menu saying "Soup of the Day: Carling" or suddenly offering pasties or pies for the first time or even in one case re-naming a particular beer "Substantial Meal". It's hard, however, to see Vianet's revenues being anything but depressed for quite some time, and with a shrunken pub sector afterwards perhaps permanently lower than in 2019.
mystericon
02/12/2020
12:16
Bit of a market laggard this one. Well off the pace at the moment. Next update will be interesting.
its the oxman
23/10/2020
06:33
Boom. Hope you closed your damn short
babbler
23/10/2020
06:30
News much better than expected with a profit last month. Long term there has been no change in prospects "... the Group is in a robust financial and operating position to navigate FY2021 and continue the solid momentum that was building prior to C-19 and deliver on the exciting growth opportunities that we see ahead of us."
this_is_me
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
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