Vianet Share Discussion Threads

[alan@bj] 29/11/2013 16:38

Thanks Yupawiese. Point taken about the pub closures.

[tadders2] 29/11/2013 16:02

Good to see one or two buys.

[tadders2] 29/11/2013 13:28

Is a contract in America any nearer? If telemetrics is still profitable, then all three divisions are in profit.

[yupawiese2010] 29/11/2013 13:19

Whilst I dont hold here, & no doubt there are far more qualified people than myself to answer your question Alan.

There has been no negative comments regarding beer monitoring in

The petrol forecourt division I believe has been trading profitably during the last 3 months.

The problem is, pubs are still closing, you only have to look at the deal that was announced yesterday, in resect of Marstons selling 202 pubs to NRR.

[tadders2] 29/11/2013 12:17

Certainly no word from VNET.

[alan@bj] 28/11/2013 17:28

The drop in the last week is a bit worrying, given that we are approaching the time when the government response is expected. Anyone got a view?

[alan@bj] 28/10/2013 15:46

"Towards the end of 2013" according to the website at:-

[bsharman3] 28/10/2013 10:40

This is a good risk/reward investment. When are we likely to hear about the Statutory Code - before Christmas would be nice!

[paulypilot] 25/10/2013 22:41

Hi,

I think we should see 100p again once the Statutory Code threat to ban flow-monitoring equipment has (hopefully) passed. Having sold off the Post Office for about a third of what it's worth, I think Vince Cable is now discredited, so probably has little power left in a Tory-led Govt.

So I suspect George Osborne will now swat away any attempt to ban beer flow monitoring equipment - it would be a ridiculous move, as it would cost the Treasury money, allowing tenants to use illicit beer supplies with impunity!

Let's hope Vianet's lobbying has been powerful and persuasive, concentrating on the Treasury.

With that distraction out of the way, investors may well then refocus on the stonking dividend yield here, and any growth from vending & USA will be a bonus.

Anyway, let's see what happens & fingers crossed. Am pretty comfortable I'm going to (at least) get my money back here.

Cheers, Paul.

[jeffian] 25/10/2013 09:54

Encouraging that it has remained firm. One sometimes sees a rise following analysts' visits etc. only to see it fall back as soon as the spotlight is off again. Continuing strength - and on a 'down' day - suggests someone likes what they saw.

[flamingo93] 24/10/2013 10:11

yes i was thinking if they organised 1 II visit a week on the run up to Xmas I might be in a nice profit......

[jeffian] 24/10/2013 09:25

The institutional investor site visit seems to be going well!

[speedsgh] 16/10/2013 10:39

Yes, I'm a bit perplexed too.

[jeffian] 16/10/2013 09:52

Yes, I saw the Morning Advertiser story but it's no more than a straw in the wind. Hardly enough to have set off a buying spree, I would have thought.

[speedsgh] 16/10/2013 09:48

by Paul Scott on the "other" site...
"I am intrigued as to why shares in Vianet (LON:VNET) suddenly opened up this morning, on no news from the company, and are now up 8% at 76.5p. In situations like this, I always turn to "The Publican's Morning Advertiser", which is renowned for keeping its finger on the pulse. They have some interesting news about something Vince Cable said last night, about the proposed Statutory Code, and this seems to be moving in the right direction, possibly, for Vianet."

He refers to this link -

[deanowls] 16/10/2013 09:41

Some link on Paul scotts commentry over at s t o c k o p e d i a

[jeffian] 16/10/2013 09:25

What did the old goat say?

[nw99] 16/10/2013 09:22

Vince cable making some comments last night has stirred this into life

[nw99] 16/10/2013 08:55

Premium buy at 78

[nw99] 16/10/2013 07:04

Buyers early doors

[mctmct] 09/10/2013 10:58

Paul Scott today says:



Good morning! Vianet (LON:VNET) has issued a trading update this morning, and it will be interesting to see how the market reacts to this. Technically, it's a mild profit warning, since they indicate that pre-exceptional operating profit will be c.£3m, about 10% down on last year, for the current year ending 31 Mar 2014. However, in the circumstances, with a major threat to their core business from the Government's proposed Statutory Code, that's actually not a bad result in my opinion. We already knew this was likely to be a poor year, with all the extra costs associated with defending the company against this legal threat, and disruption from management time being diverted from the business, plus the inevitable standstill on making new sales of the beer flow monitoring equipment until this issue was resolved. So anyone expecting a good year this year just hadn't done their research!

Pub closures has meant that the installed base has fallen to 17,000 Pubs, where it was expected to stay at 17,500, so that's disappointing, if not altogether unsurprising in the circumstances. The group's other divisions have improved, with the vending division now profitable, the USA making "positive progress", and fuel division is now close to breakeven.

The bit I like best is that the recurring revenues are emphasised (mostly on five year contracts), which has allowed continued strong cashflow, and the interim & final dividends are being maintained, which is excellent news. That means the 7.6% dividend yield is safe, for the time being. Now all they need is for the regulatory threat to fall away, as it's very likely to in due course, and in my view we'll be heading back to a quid a share, and maybe more once some decent vending contracts come through.

I am expecting the shares to open down modestly today, and if they continue dropping, I will be using that as a buying opportunity. The valuation here is pretty attractive if you think, as I do, that the regulatory threat is not likely to have any teeth. Anyway, let's see what happens!"

[shanklin] 09/10/2013 07:43

LOL Stegrego. It is certainly priced as though that's the case.

[stegrego] 09/10/2013 07:38

It's unlikely that the 'net' will change to a 'ble' anytime soon.