Vianet Share Discussion Threads

[yupawiese2010] 13/5/2014 17:06

The share price is under severe pressure, no doubt due to the on-going problems at Punch Taverns, accompanied by Vince Cable dithering.

If Punch Taverns cannot re- structure its £2.3 billion debt mountain, it will simply go bust. this will have a major impact on Vianet who are heavily reliant on their tied pubs.

[sharesoc] 16/4/2014 10:41

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://www.eventbrite.co.uk/e/hardman-cosharesoc-investor-forum-tickets-11117004259

Twitter @ShareSocUK

[jeffian] 31/3/2014 09:04

An 'in line' Trading Update (at least it's not a profit warning!) but it doesn't look very exciting whilst the uncertainty of the potential Statutory Code on pubco's remains unresolved. I note that USA doesn't get a mention, but perhaps it is still early days (they mentioned 100 trial installations last September).

[bizochio] 17/3/2014 21:43

certainly attracted some attention the article, including myself. Volume massive compared to usual today on no apparent news. will let the dust settle before considering getting involved.

[alan@bj] 17/3/2014 09:02

Remember the CEO bought 75000 shares less than a month ago as well.

[jeffian] 17/3/2014 08:50

Well it's working so far!

[connor23] 17/3/2014 08:25

Thanks Lomcovaks. I have just started reading his book as it happens so will keep an eye out for that.

[tonsil] 17/3/2014 07:55

It's a pump to recover his losses here

[lomcovaks] 16/3/2014 20:30

He's been a holder since 'bruline'days and wrote about them in the FT in March 2012 and republished this in his book 'How to make a million - slowly'from last December where he mentions his disappointment but says he's 'keeping the faith'.

[masurenguy] 16/3/2014 09:03

Thanks Connor23 - here is the reference to VNET. However, John Lee does not mention the current uncertainty relating to the ongoing government Statutory Code review. Perhaps he just thinks that this is an obvious non-starter and has decided to ignore it!

"The FTSE is close to its record high, while the indices that track smaller companies have surpassed their previous peak levels. Is it too late to jump in? No, Lee insists – having just bought shares in another UK smaller company stock, Vianet, based in Stockton-on-Tees. It provides beer monitoring systems for one in three of Britain's pubs, but its shares have been weak as it has missed profit targets. "Get to know the business you are buying shares in, and back your own judgment," he says. "It's not rocket science."
John Lee 15/03/14

[connor23] 16/3/2014 08:37

Not in this one anymore, but interesting that a Guardian article today mentions Jon Lee as a holder. Might take another look!

[speedsgh] 19/2/2014 15:59

Note the typo error in the rns. 39,000 shares purchased on 17/2 were at 69.25p, not 60.25p as per rns. Would've been a bit miffed if he had picked them up at 60.25p.

[alan@bj] 17/2/2014 21:42

Just read the 16th December announcement again. The government's delay in determining the outcome of the pub consultation is very frustrating and must be detrimental to the company's growth.

[harry the haddock] 07/2/2014 10:05

i got out a little while ago - this is only going 1 way at present. sold at a loss but dived into tni on a rare dip and now have made my money back. good luck to all holders. will be keeping an interested eye on things from the sidelines

[xdavid] 06/2/2014 20:06

Since the BOD were expecting the whole thing to be resolved before Xmas, the longer it goes on, the more it will affect final results, given how much it affected the first 6 months. I've hummed and hawed but concluded I would actually be a buyer rather than a seller at this level - but I'm at my (self imposed) limit already and, frankly, would be awaiting a resolution even if I was going to buy more. So meantime, we continue to dribble down further :-(

I'm confident (like the BOD) of it being resolved without greatly affecting VNET's business but for how much longer is the can going to get kicked down the road?

[masurenguy] 06/2/2014 16:45

Some selling today ! Just impatience by some small holders at no news or has somebody heard that something negative may be in the pipeline - no pun intended !

[masurenguy] 24/1/2014 15:39

Not really so odd - it is a fairly illiquid small cap and just four small buys, aggregating to around 15,000 shares, is sufficient to move it up 1%

[alan@bj] 24/1/2014 14:18

VNET up a tad on a day when most shares are down. Odd?

[speedsgh] 22/1/2014 12:22

Saw Vianet sticker on pump at local Sainsbury's petrol station this morning saying that pump was last calibrated Aug 2013. First time I've clocked one of them.

[speedsgh] 21/1/2014 17:50

Morning Advertiser ‏@morningad 2h

Labour pub debate: Regulation is 'necessary' and decision will be announced soon, says Vince Cable - www.morningadvertiser.co.uk/General-News/Statutory-Code-Regulation-is-necessary-and-decision-will-be-announced-soon-says-Vince-Cable

[xdavid] 07/1/2014 10:45

I was thinking more likely he would be useful if looking to sell-off the Fuel division now it should be showing profits rather than the MBO previously mentioned? But maybe there are gaps in their technology side which can be filled by small acquisitions rather than develop internally. I don't know but it does seem odd to specifically mention that aspect of his experience. Might not mean anything specific though - who knows [shrugs shoulders].

[speedsgh] 07/1/2014 09:58

Appointment of Non-Executive Director -

"Vianet Group plc (AIM:VNET)... is pleased to announce the appointment of Mike McGoun to the Board as Non-Executive Director. Mike will join the board from 1 February 2014.

...He brings a wealth of management experience within the technology space, as well as strong corporate merger and acquisitions expertise."

M&A expertise? Are VNET looking to go on a spending spree?!

[alan@bj] 16/12/2013 12:29

Well there's a surprise, a governmental delay! However, the tone of the announcement is pretty positive and optimistic, so fingers crossed.