Vianet Share Discussion Threads

[salchow] 05/12/2017 11:32

Vianet is a solid business with plenty of cash. It has not been exciting but the decent dividends get paid and the business is steadily developing. The new contract on which an RNS was issued recently has only just been signed and obviously comes into future periods. If you think the nature of the business is changing from what it was then you may want to invest.

[dan_the_epic] 05/12/2017 09:38

Yes but playing it up as IoT is a clear attempt to get away from what is really a boring business IMO.

If the allowance of remote access is the definition to call yourself an IoT company, then so should a whole host of tech hardware firms.

The financials today have brought the market back down to earth.

[firtashia] 05/12/2017 09:22

Looks cheap to me on a fy18 PEG of 0.4 and a fy19 PEG of 0.6. Results look in line to me (what do others think?) but price not gone low enough for me to add.

[salchow] 05/12/2017 09:21

Vending technology allowing remote access. That is precisely what IoT is.

[alan@bj] 27/11/2017 12:50

Obviously I should go to Specsavers! I saw Jeffian's post and jumped straight to the conclusion he was referring to today's market reaction. I didn't notice the date - Doh!

[firtashia] 27/11/2017 10:33

Have joined you here today. I just think the recent acquisitions and contract wins are a sign that VNET is about to enter a period of growth, having treaded water for a few years. There was also a large purchase of stock by the chairman in the summer, coupled with another (albeit smaller) purchase in August. The chart breakout is another positive sign, which first alerted me to ita couple of months ago. If I'm wrong, well I'm happy to pick up the dividend for a while to see how it plays out. GLAH.

[site manager] 27/11/2017 09:18

Alan,

There was an acquisition on the 4th Oct - Vendman.
The previous post refers to that, we had a nice leap in the share price then too.

[alan@bj] 27/11/2017 08:46

It certainly does! The RNS sounded quite excited about it too. Although it's a big contract win rather than an acquisition.

[jeffian] 04/10/2017 10:02

Well the market seems to like that acquisition!

[jeffian] 27/9/2017 00:01

Hi Alan. One of the points I always make to managements who rush to cut the divi is that shareholders will put up with an awful lot if they have a bit of income to sustain them through the hard times. A divi cut will slaughter the share price so it's a lose/lose. If it's unaffordable, that's a different matter, but if they can afford it, they should pay one.

[alan@bj] 26/9/2017 20:27

Spot on Jeffian. I've thought of selling a few times but it's a well-run company with a decent dividend, so boring seems quite good.

[jeffian] 26/9/2017 20:04

Positive statement today. They won't set the world alight but the maintained dividend makes it sufficiently attractive to hold the shares whilst the business grows.

[alan@bj] 15/6/2017 11:19

Dividend record date today

[alan@bj] 06/6/2017 08:40

With 85% recurring income and the Exceptional Costs out of the way now, this year should be pretty good.

[jeffian] 19/5/2017 17:06

Don't know but the yield's quite high and investors are desperate for yield.

Whatever the reason, it's welcome!

[alan@bj] 19/5/2017 16:56

Wonder why this has suddenly taken off?

[jeffian] 16/5/2017 16:25

Well it's been creeping up quite nicely recently.

[jeffian] 20/4/2017 14:03

That's why I like divi stocks. It makes the waiting less painful.

[tadders2] 20/4/2017 09:53

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

[jeffian] 20/4/2017 09:26

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 14:54

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.