jeffian - I did. But having mistakenly posted it here first I edited the message. |
Hmmmm! That's a pity (trading update). I note that Rachel Reeve's "growth" strategy gets a mention. |
Then shouldn't your posts be on "the other VNET" thread? |
That other VNET (VNET Group, on Nasdaq) is flying again today. Up 60% so far this month. Up 113% since Xmas.
Numerous funds have taken a bite:
[...] |
I own shares in the other VNET - VNET GROUP on Nasdaq. (Trading not investing). And that one is up by 45% this month (90% since Xmas). Information/news feeds do get a bit confusing - especially as the name of the US one was once 21Vianet! Shame they have the same ticker. The US one is run by a Chinese team, so I guess it might be strangled soon if Mr.T. spots that. |
VNET – Vianet
3*
Vianet Group plc, the international provider of actionable data, business insights, and payment solutions through an integrated ecosystem of connected hardware devices, software platforms and smart insights portals, announced a significant strategic data solutions contract win which has sent the share price up 5.5% this morning. The business has opened the door to a strategic collaboration with a global brewing industry leader to implement a Beverage Metrics innovative draught beer monitoring solution across the UK. VNET’s...
...from WealthOracle
wealthoracle.co.uk/detailed-result-full/VNET/1148 |
Nice announcement this morning. |
Just a reminder that there is an interim results presentation on the investor-meet website at 10.30 |
4*
Vianet, the international provider of actionable data and business insights through an integrated ecosystem of connected hardware devices, software platforms and smart insights portals, issued a solid HY update. Revenue growth in H1 2025 was 7% increasing to £7.69m from £7.19m, with strong recurring revenue of £6.45m maintaining a solid 84% of total income. Profitability remained high with a robust gross margin at 67% which supported solid adjusted operating profit growth of 10.1% to £1.43m. The Group’s balance sheet also strengthened over the period with net debt reduced to £1.0m from H1 2024: £2.09m...
...from WealthOracle
wealthoracle.co.uk/detailed-result-full/VNET/938 |
News day are always noise days. Needs a few days for the market to digest the information and form its opinion |
The city was expecting better than 7% growth. The PE looks unjustifiable without double digit growth. Gross Margins slipped 1% which has taken wind out of share price They talk a good show so it will be interesting to see what they have to say. |
I was going to hail the 'solid results' before the market opened but decided to keep my mouth shut as Mr. Market always seems to see something I don't and mark the shares down, and so it proved. Just got to figure out what the problem is now. |
Shhhsh - just how I like it. The last thing we need are all the rampers creating lots of volatility. Nice break out and hopefully it can quietly melt out from here |
It's oh so quiet ? |
I've been acquiring over the past month, all of the director buying here feels very positive. |
Thank you, H, I'll have a look. My interest in VNET goes back to the old Brulines days as I was involved in a company which was among the earliest adopters of the beer-monitoring technology. |
jeffian 1 Nov '23 - 15:26 - 973 of 979 0 0 0
"Nice positive update, if still a little "jam tomorrow". I'll be pleased when they move from being "well-positioned to deliver growth" to delivering it!"
Jeffian,
You may be interested in a comparable share to VNET, which is Newmark Security NWT:-
"Newmark Security in 2023: A Transformed Tech & USA Success Story"
NWT has been one of the best-performing shares of 2023: its share price has more than doubled this year, on a return to profit (£353K. of earnings), and growing revenues (£20.31M.)
But at 75p NWT's market cap. is still just £7.03M., though its share price is on a roll at the moment, and should go a lot higher. |
They say so. Their explanation is that the switch from 3G to 4G impacted on H1 but in their words "the headwinds of H1 will turn into tailwinds in H2". They made a good presentation. If interested, you can still catch the recorded version. |
23 mil market cap jeez
Then again I'm just glancing at the results I know nothing about the company, maybe
second half is a lot stronger than first ??? |
If anyone interested, remember there is a results presentation at 10.30.
(it's free to register) |
Ooops should read start not sart! |
Jeffian - nice summary of TU. I agree. Pleased to see an 800 unit roll-out with a forecourt operator via sure-site already. Rolling out 8000 connections would be what we need to see? But its a relatively rapid sart at least.
Agreed with regard to relatively recent NED splashing out twice. Accordingly I helped myself to a few more before the price spiked up.
cheers |
I note that the NED is picking up more than a token few shares..... |
Nice positive update, if still a little "jam tomorrow". I'll be pleased when they move from being "well-positioned to deliver growth" to delivering it! |
fgump
if your ok with cash being spend on development |
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