Vianet Share Discussion Threads

[jeffian] 17/9/2013 12:32

The Helium investment seems to have been the catalyst but some of the interest may be driven by yield considerations. It's hard to get any decent yield in the market and confirming the 2013/14 divi puts it on a stonking 7.5% even if there is an element of doubt beyond 2014.

[mrwhits1] 17/9/2013 09:16

@hatter2,

because its cheap and people are realising this?

because as time goes on the result from the review looks more promising, and will just fade?

who knows, noise maybe?

regards

[hatter2] 17/9/2013 09:07

Why the rise?

[jeffian] 17/9/2013 08:56

Off we go again!

[nw99] 16/9/2013 21:35

Hearing UK govt news expected could help them

[kmann] 16/9/2013 18:13

Hellum upped their stake 30% recently so they seem confident.

[alan@bj] 16/9/2013 16:46

Sumthing Bruing??

[protean] 16/9/2013 16:00

Strongest volume in a while. Should be further upside in this move.

[hatter2] 16/9/2013 15:51

Interesting movement today: do we have any idea on the decision date regarding the use of flow monitoring?

[kmann] 16/9/2013 15:15

Looks like a breakout. 90-100p. Some serious buying over the past few days. Could be news due from the US?

[iconista] 16/9/2013 15:09

All buys today.

[jeffian] 16/9/2013 15:05

Well it needs to do something. Whatever the longer-term prospects, it's the only share in my portfolio sitting there like a lemon going nowhere while the markets storm ahead.

[nw99] 16/9/2013 14:21

Volume pick up here signals bottom ?

[wjccghcc] 04/9/2013 23:42

Someone probably hit the button by mistake. I know I've done that before and you can't unvote your vote.

[jeffian] 04/9/2013 21:58

I seem to have a stalker. This is the second thread I've started where the header post is 'voted down'. How can you 'vote down' a couple of graphs and a company name?! Sheesh, there are some sad individuals on these bb's!

[pj 1] 04/9/2013 20:34

I do not hold here but is on my watchlist and have held MONI for some time ;-))

There are many different Near Field Communication system and card systems out there but MONI seems to be winning the battle now with major customers (IBM have been targeted for 18 months)

The ultimate goal is for your smart phone to become your mobile wallet to pay for any service(backed by VISA)

I suspect VNET would benefit from the ease to spend cash, especially if alcohol (and maybe gambling) are involved. IMO only. DYOR

But VNET have a bigger short term battle to win?

pj

edit- maybe cash is the wrong word to use, substitute with ''your capital'' borrowed or not!! :-//)

[xdavid] 04/9/2013 20:27

I would say it was a distinct benefit to us. VNET's Vending Solutions rely on touch-and-pay cards/mobile phones being in circulation and their use being 'routine' so the quicker it gets adopted, the better for VNET. VNET are a potential 'customer' as far as MONI are concerned. I.e., they are just using the technology in a vending machine but rely on others to produce the technology for them to access.
All in my understanding, of course, but I don't think VNET do any of the actual 'cloud-side' of the transaction - that would have been VISA's contribution. Similarly, I would have expected them to source the card-reader from a third party (but I may be wrong).

[jeffian] 04/9/2013 19:26

I'm afraid I'm a tech illiterate. Does MONI's announcement today of a tie-up with IBM to provide a contactless payment system via Visa present a threat to our system or is it complementary?

[janeann] 30/8/2013 15:55

I came acorss this having seen a sticker showing they are monitoring petrol at Sainsburys ........looks quite interesting. Quite a yield!

[aishah] 30/8/2013 15:53

Techinvest had 68p stop-loss in last issue

[glasshalfull] 30/8/2013 15:46

Quite a few buys going through...volume picked up.

Just tweeted:

Glasshalfull ‏@Glasshalfull1

VNET (Vianet)Hit by regulatory worries & now on PER 5 for year. Offering 8% div yield. Helium now over 4% hxxp://tiny.cc/ohwm2w #TMFPP

Good to see you here Mas...I've also bought a few.

Regards,
GHF

[masurenguy] 21/8/2013 16:35

A little bit of buying interest today - made a small top up myself.

[jeffian] 26/7/2013 15:57

"They are aware of one PubCo who used to do this, but now doesn't."

I guess that would be Enterprise. I accept that I may be out-of-date on this - I haven't worked in the business since 1998!