Vianet Share Discussion Threads

[alan@bj] 18/2/2015 12:55

Director buying just reported

[outsizeclothes.com] 18/2/2015 10:16

Somebody likes us. Must be a delayed buy coming through, or an order to be filled somewhere, and the MMs are pushing it a little bit.
The divvy might be attracting some attention too.

[alan@bj] 18/2/2015 09:43

Rising ahead of next month's trading update?

[speedsgh] 30/12/2014 14:39

AIM's five biggest dividend payers for 2015 -

Fluid monitoring and machine-to-machine systems supplier Vianet should be able to maintain its dividend and, if its profit recovers significantly, the dividend could start to increase again. The current total dividend is 5.7p a share and this set to be maintained for a third year, although the dividend cover will fall below two times.

Uncertainty about the pubs market has hit sales of the core fluid monitoring products and the ending of this uncertainty should enable sales levels to recover.

Prospective dividend yield 8.1%
Market capitalisation £19.1 million
Share price 70.5p
% change year to date -8.4%

The statutory code for pub companies is in legislation that could become law next spring, although there may be legal challenges from pub companies. That could prolong uncertainty and delay recovery.

In the six months to September 2014, revenues improved from £9.01 million to £9.14 million, while underlying profit rose from £1.3 million to £1.52 million as fuel services returned to profit and the vending division improved its contribution. Both those divisions have the ability to make significantly bigger profit contributions.

Group full-year profit is forecast to fall to £2.6 million this year and the shares are trading on just over seven times prospective earnings. Profit should start to recover from next year, but the dividend is likely to remain less than twice covered.

[jeffian] 02/12/2014 16:45

Quite an interesting results presentation here -

[jeffian] 02/12/2014 11:20

Results slightly better than I was expecting but the continuing uncertainty over the beer tie will continue to cast a shadow, I suspect. Expansion into US looks a bit of a damp squib which could fizzle out.

[eezymunny] 19/11/2014 09:26

Well yes Joe, I tried to short but no borrow available this morning.

Bad news for VNET holders I guess but the beer tie has always been one of those anti-market oddities.

[prop_joe] 19/11/2014 09:24

EezyMunny,
My assessment is that it is bad for VNET and I sold out this am. I really like the company but I can't see how tenants being able to negotiate rent only deals with pubcos and buy in beer from where they like will be anything but bad news for VNET as why would that type of pub need beer monitoring equipment?
If the vote gets reversed in the Lords or by some other means I may well buy back in.
Regards

[eezymunny] 19/11/2014 08:55

Commons vote for end of beer tie.



Bad for VNET if that goes ahead I assume?

Just FYI.

[deanowls] 09/10/2014 13:05

Think that's the last two updates where not mentioned?

[daneswooddynamo] 09/10/2014 13:03

no mention of US trials which is the potential growth driver

[jeffian] 09/10/2014 09:12

Yes, an encouraging update. Much of the support for the share price must come from the high dividend yield. They confirm that the interim divi will be maintained - and it is well-covered by eps - but that still leaves the question of the final. Total divis last year were only just covered by eps. They certainly need to see growth in earnings if they are going to maintain the full-year payment going forward.

[speedsgh] 25/9/2014 18:43

Is the current rise really all down to the Lord Lee article in the FT? Not sure that his article would have that lasting an effect.

Close to breaking through 90p which we haven't been above since H1 2013.

[drsmessguide] 22/9/2014 08:12

One of his double 7s, P/E 7, yield 7%

[westcountryboy] 22/9/2014 08:11

It was part of an article on director buys, pointing out that they had recently been adding so he had been encouraged by that.

[deanowls] 22/9/2014 07:51

can anyone give a run through on the article?

[drsmessguide] 22/9/2014 07:46

The Lee affect, FT at the weekend

[site manager] 22/9/2014 07:45

Nice rise today. Were they tipped over the w/e ?

[alan@bj] 14/8/2014 11:19

Nice director buy yesterday.

[yupawiese2010] 06/8/2014 21:06

Well its only on a non demanding P.E. of 6.5 at the moment !!

[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".