Vianet Share Discussion Threads

[tadders2] 20/4/2017 08:53

Yes we'll be OK if we live long enough.

[jeffian] 20/4/2017 08:26

Reasonable trading update yesterday. It's a bit 'slow and steady' but if they maintain the divi whilst pursuing "our exciting medium to long term prospects", I can live with that.

[site manager] 31/3/2017 13:54

An 800,000 buy just went through.
No wonder we are up today.

[jeffian] 09/1/2017 13:45

He's tipped it before in 2014 (see post 449 above) and another advfn poster suggested he had held since Bruline days (join the club!) so he may be 'talking his book'.

[jockthescot] 09/1/2017 12:51

John Lee comment in the weekend FT....

[jeffian] 09/1/2017 11:11

Looking a bit lively.

[ccraig69] 07/12/2016 12:58

no foot in mouth. But if being rolled out in NHS what a result could that be

[alan@bj] 06/12/2016 20:55

Okay - I will try to remove my foot from my mouth then. Ive been there.

[ccraig69] 06/12/2016 20:36

No the manchester cancer hospital

[alan@bj] 06/12/2016 19:31

Assuming you mean the auction house and not your local Wetherspoons.

[alan@bj] 06/12/2016 19:30

Now that is a very impressive piece of name-dropping!

[ccraig69] 06/12/2016 16:40

i used the system in Christies it was great on the vending machine

[alan@bj] 06/12/2016 16:09

If the final 4p dividend is also maintained, that's a yield of 6% on the current 95p offer price.

[tadders2] 06/12/2016 12:46

They've been under the mattress for a long time now. At least you get a decent divi.

[illiswilgig] 06/12/2016 11:44

Interims out today. Lots of adjustments to the figures to account for the sale of the fuel monitoring division and deferred tax which I find makes it hard to figure out whether the results are good or bad.

But with the share price around 95p and reported H1 eps of 2.94p the price doesn't look too cheap right now?

The company prefers to focus upon their pre-exceptional pre-deferred tax figure of 4.6p for eps which makes the share price seem more reasonable.

Trouble is that the expected growth in profits and turnover is always just around the corner for this company. To be fair it is delivering good cashflow and is debt free with approx £2M net cash.

If they can continue to keep the cash flowing then this might turn out to be one to tuck under the mattress rather than a growth tomorrow story? Technology is moving fast in this area and a major risk is that competition wipes them out instead,

cheers

[site manager] 14/10/2016 14:36

Which means given James has a 17% stake he will have another 80k to spend on shares.

[alan@bj] 13/10/2016 07:31

Reassuring trading update. Interim dividend 1.7p to be maintained.

[alan@bj] 14/7/2016 14:40

I'm not an analyst Norbert. You decided to sell, I continue to hold. I have a reason to post on a company I hold shares in - and all I did to respond to the negative speculation inferred in your post was to restate what the Chairman actually said less than three weeks ago. Trading is noticeably ahead of the same period last year. Fact, not guesswork.
You will no doubt have noticed he's just bought another 5,000 shares. Pocket money? Probably, but more reassuring than seeing a director sell or being awarded shares for free.

[norbert colon] 14/7/2016 12:55

Hi AlanI did have some VNET stock for a while (held mainly for the big yield) although I became unconvinced by their relative value and struggle to see where the growth will come from to justify their rating.Can you offer me your our investment thesis?Thanks

[norbert colon] 14/7/2016 06:51

Insolvency consultancy Begbies Traynor noted a 53% rise year-on-year in the number of pub businesses being dissolved in Q2

[jeffian] 07/7/2016 15:39

Well if he keeps picking up stock he'll end up taking it private! He holds around 17%.

[hlp_4u] 07/7/2016 15:29

JD still picking up all the loose stock....the market will eventually wake up to VNET potential in the B2B of IOT....and a yield of 5%.....