Vianet Share Discussion Threads

[fillipe] 28/5/2015 11:10

104p paid this a.m. for an over nms lot of 4805 shrs....(nms only 2k).

It's worth keeping in mind the very low amounts quoted as available at VNET. The bid/ask totals are a mere 8500 shrs on each side Each 8500 is split over 4 mm's with 3 having just 2000shrs showing and 1 with 2500.

At the moment the best bid/ask is 100p v 105p and a decent results pointing to food future progress will quickly see a further uptick.

f

[alan@bj] 27/5/2015 16:58

Motoring well up to the results next week.

[speedsgh] 21/5/2015 20:38

Buyers paying 99p this pm. Will 100p act as resistance?

Final Results on 4/6

[fillipe] 20/5/2015 12:18

Coming along rather nicely....is a bit of an understatement, of mine!

f

[shanklin] 22/4/2015 08:43

With Cenkos forecasting PBT of £2.6m, could somebody please explain VNET's rather vague comments about meeting expectations in which they say they will beat the (adjusted) £3.048m 2014 PBT. Not that they are honest enough to tell us this is an adjusted number and that the real 2014 PBT was £1.6m.

I suspect there's a good story here but VNET's RNSs strike me as so spivvy I just don't feel I can trust them. All IMHO DYOR.

Am I being unreasonable?

[alan@bj] 22/4/2015 08:30

Agreed, it looks very reassuring.

[zebediah] 22/4/2015 08:18

Update just out. looks decent. Divi kept at 4p.

[alan@bj] 21/4/2015 13:02

Trading update by end of this week.

[alan@bj] 14/4/2015 09:40

Is a trading update due? I note we had one 31st March 2014.

[fillipe] 10/4/2015 11:39

VNET share price coming along just fine these days.

Forecasts for 2015 eps 9.6p and 2016 10.7p with a 5.7p div for each and big dir buys at close to current share price ...what's not to like!

f

[ccraig69] 30/3/2015 18:37

sainsbury use the fuel solution

[speedsgh] 16/3/2015 12:06

VNET seems like it may have been consolidating since mid 2013, trading in a fairly wide sideways channel. Would be postive if the share price could move back up into the 90s, then set about breaking out of the long term downtrend channel which started back in 2007. However this will require substantial contract/other news imo. Some way to go before we can start talking seriously about long term trend reversal though. CEO appears to still believe as he continues to accumulate which can be construed as a positive. Aimho.

[davidosh] 14/3/2015 20:14

Vianet are mentioned here...

[tadders2] 13/3/2015 13:48

Or a new contract?

[jeffian] 13/3/2015 12:22

I wonder whether this is being pushed up by 'yield seekers' or whether it reflects a belief that the underlying business is beginning to perform better?

[site manager] 20/2/2015 12:07

Yep & at 82p too.
He now holds over 16% of the company.

[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.