Vianet Share Discussion Threads

[mystericon] 02/12/2020 18:14

The new post-lockdown tier system is a real blow not just to the pub sector but also to any business umbilically linked to it. And Vianet is in the latter category. I hear of all sorts of workarounds and dodges being dreamed up by landlords desperate to be able to welcome customers into their pubs: Tier 3 still looks completely impossible in that regard but in Tier 2 I gather some are considering a menu saying "Soup of the Day: Carling" or suddenly offering pasties or pies for the first time or even in one case re-naming a particular beer "Substantial Meal". It's hard, however, to see Vianet's revenues being anything but depressed for quite some time, and with a shrunken pub sector afterwards perhaps permanently lower than in 2019.

[its the oxman] 02/12/2020 12:16

Bit of a market laggard this one. Well off the pace at the moment. Next update will be interesting.

[babbler] 23/10/2020 07:33

Boom. Hope you closed your damn short

[this_is_me] 23/10/2020 07:30

News much better than expected with a profit last month. Long term there has been no change in prospects "... the Group is in a robust financial and operating position to navigate FY2021 and continue the solid momentum that was building prior to C-19 and deliver on the exciting growth opportunities that we see ahead of us."

[ottovb] 16/10/2020 20:46

Yes but we have been staring at these headlights in the tunnel since well before the drop. Come the trading announcement, I expect the news will be much worse than the market had priced in.

[jeffian] 15/10/2020 16:06

I imagine edpick has identified the problem. Pub closures - temporary or even permanent if the Covid restrictions last much longer - are no good for the beer monitoring business. Although the contactless/vending machines side of the business theoretically should not be affected, the numbers of people staying at home in 'lockdown' must impact on that activity in the short term as well.

[ottovb] 15/10/2020 15:48

I have a feeling it's a case of buy the rumour, sell the news - except in reverse. So what's the rumour, anyone?

[edpick] 13/10/2020 13:33

I'm guessing the decline in the share price is due to the bleak outlook for pubs. Have they extended the discount on brulines?

[jeffian] 30/6/2020 12:39

Good AGM update this morning and good market response.

[alan@bj] 30/6/2020 09:32

I bought in (again) last Wednesday. Maybe I've timed it right for once. I was a holder for 5 years between 2013 and 2018 and made a decent profit, especially when dividends were included.

[bouleversee] 30/6/2020 09:01

Nice rise today. Hope it stays that way. I have hung on for the ride.

[this_is_me] 30/6/2020 08:30

Very promising long term prospects despite the likely poor results for the current year.

[andywillz] 08/6/2020 13:46

@jeffian

I actually bought in because i really liked the cashless technology side of the business. however i sold because i think my money can grow better in the medium term elsewhere. VNET will be on my watchlist because if the price keeps dropping, as i suspect it will, I can buy back in at a bargain price and hold for the long :)

[smackeraim] 08/6/2020 12:35

I'd expect the smart machines/cashless technology side to continue to grow, considering what we have just been going through.

[jeffian] 08/6/2020 10:39

#762,

" results were pretty basic and growth almost non existant "

Results, of course, are always historic. It depends where you think the business will go from here. Probably repetition, but this is a company whose core business (beer monitoring) is declining whilst its new business (smart machines/cashless technology) is growing fast. During the transition, the decline in one has offset the growth in the other, which has limited overall growth. If you don't see the potential in the cashless bit, you may be right about non-existent growth. I suspect those of us who continue to hold see it differently.

[smackeraim] 08/6/2020 10:37

Ministers target June 22 for reopening of England’s pubs and restaurants

[smackeraim] 06/6/2020 13:54

From the very outset of the pandemic, our goal has been to preserve cash to ensure both business continuity and to enable ongoing investment in the business, with the aim of being strongly positioned for the COVID-19 exit phase. Whilst these are still early days, we are encouraged that April's trading performance was well ahead of our revised forecasts, and that the measures we have taken to protect the business have been successful, giving us confidence that we are well positioned to exit from the COVID-19 phase with momentum to accelerate our growth plans.

[andywillz] 05/6/2020 16:45

personally i'll be selling some point next week. results were pretty basic and growth almost non existant. take the profits while i can because i think there are better growers out there

[smackeraim] 03/6/2020 11:48

Can see this back to 1.50 soon enough

[smackeraim] 03/6/2020 09:44

With a host of cashless solutions on the market, why did JW Vending choose the Vianet option? "We already use Vendman in the business, so it was an easy decision to make', he said. 'The main benefit of the system as we go forward will be the App, which will allow us to see at a glance which products are performing and which aren't. It will be our way of making sure we don't carry stock that doesn't sell."

[smackeraim] 02/6/2020 20:00

There's going to be a ton of hurdles in the way for bars/clubs etc when they eventually reopen from Cv19 closure. See what the Government are already discussing as guidelines. In come Vianet and Smart Machines. https://www.ft.com/content/d8d1ead8-9823-4c5f-beb3-2b13d066222c

[smackeraim] 02/6/2020 12:48

Whilst these are still early days, we are encouraged that April's trading performance was well ahead of our revised forecasts, and that the measures we have taken to protect the business have been successful, giving us confidence that we are well positioned to exit from the Covid-19 phase with momentum to accelerate our growth plans.

[smackeraim] 02/6/2020 12:10

https://vianetplc.com/covid-19-impact-on-cash-payment-threatens-industry-viability/