Vianet Share Discussion Threads

[stpalm] 06/8/2014 20:28

hope there is,just a mild one to allow me to pickup some cheap stock :)

[yupawiese2010] 28/7/2014 06:32

dewtrader.

I suggest you read the Cenkos research note released last month, headline read -
"improving outlook".

[masurenguy] 27/7/2014 22:12

dewtrader - 483: due another profit warning about now

What an absolutely scintillating first post on this thread. Where did you get your MBA - Pitcairn Island University !

[dewtrader] 27/7/2014 11:12

due another profit warning about now

[downyr] 27/7/2014 10:23

Just filled my car at sainsbury's and plsd to see a vianet fuel solutions sticker on the pump saying that vfs had checked the pump dispensing quantity

[deanowls] 15/7/2014 07:14

Nothing about America though?

[site manager] 15/7/2014 07:04

Thanks Molby - upbeat statement this morning too. If that div can be maintained we can`t complain.

[strollingmolby] 14/7/2014 14:32

Hopefully of interest here:

[jeffian] 23/6/2014 08:28

I'm sure the company keeps abreast of all the competition.

[alan@bj] 23/6/2014 08:08

I think there should be one at every pump!

[adam] 23/6/2014 07:54

Serious competition for the beer test monitor.

I can't see how VNET will compete against this:-

[hybrasil] 11/6/2014 13:22

Bought a few today and my small purchase has put the price up

[alan@bj] 10/6/2014 11:47

Yes, I thought the results were reasonable, and with a full year dividend of 5.7p on a share price of 80p they're yielding over 7%.

[jeffian] 10/6/2014 09:25

I'm not surprised it's down a bit on the results after the strong run up recently, but I was fairly pleasantly surprised by the statement. Core beer monitoring business seems to have found a 'floor' and the other parts of the business showing some promise at last. Fuel Solutions looks to be a bit of a waste of time - at least they've stemmed the losses but maybe they should get out of that one.

[yupawiese2010] 04/6/2014 16:46

Just a reminder - The full year results are to be released next Tuesday ( 10th June ).

[alan@bj] 04/6/2014 11:14

Well judging by the share price increase the market's reaction looks favourable so far.

[jeffian] 04/6/2014 09:40

See page 4. Has Vince really signed off with a 'smiley'?!

[alan@bj] 03/6/2014 21:31

Paragraph 46 on page 148 is the only reference I can find that affects Vianet, although I've only had a quick flick through the document. It'll be interesting to see what Vianet's views on it are. I imagine they're going through it with a fine-toothed comb.

[yupawiese2010] 03/6/2014 19:25

Beer monitoring Government statutory code report.

[alan@bj] 27/5/2014 14:41

An extract from the Punch Restructuring Update RNS issued today:-

The Proposals would result in a reduction in total net debt (including the mark-to-market on interest rate swaps) of GBP0.6 billion. In consideration for the debt reduction, the debt-for-equity swap and placing contemplated by the Proposals would result in significant equity dilution for existing shareholders, such that the Company's currently issued share capital would represent 15% of its total enlarged issued share capital following the restructuring.

Were the Proposals to be implemented, the reduction in net debt (including the mark-to-market on interest rate swaps) of GBP0.6 billion would result in the pro-forma net debt to EBITDA leverage of the Punch group falling to c.7.7x[1] at August 2014. Gross securitisation debt[2] of GBP1,582 million would have an effective interest rate of c.7.9% including PIK interest (c.7.1% cash pay interest).

Any decision by the Board to recommend a proposal involving dilution of existing shareholders would need to be carefully considered in terms of the value which it represents for existing shareholders.

Implementation of the Proposals, or any consensual restructuring involving a significant equity component, results in additional execution complexity. Accordingly, the Board is of the view that it will not be possible to launch the Proposals, or any consensual restructuring involving a significant equity component, prior to the deadline of 30 June 2014 included in the covenant waivers obtained by Punch A and Punch B on 13 May 2014. It is, therefore, likely that Punch A and Punch B will require an extension to the covenant waivers to provide sufficient time to implement a consensual restructuring and Punch will provide further details of any such extension in due course.

[yupawiese2010] 14/5/2014 18:49

In brief:-At present Bond holders are determining the destiny of Punch Taverns, they have way to much debt at £2.3 billion, this will need to be re-structured to continue as a going concern that is definite, if they continue as a going concern they will need beer monitoring equipment.

But lets not forget, that in the last set of accounts they disposed of approx 400 tied pubs, it will be interesting to see in the next set of accounts, which are due fairly shortly, how many tied pubs have been disposed off, & how many of the tied pubs that are either loss making or operating at a nominal profit will be sold / closed going forward.!!!

[xdavid] 14/5/2014 10:03

"If Punch Taverns cannot re- structure its £2.3 billion debt mountain, it will simply go bust"

For something about to go bust, PUB's share price is holding up surprisingly well! (So market does not expect them to go bust). VNET is suffering more than PUB so I would say nothing to do with Punch. Just drifting IMO until some clarity introduced next month.