Vianet Share Discussion Threads

[celeritas] 11/8/2021 12:19

Vianet
@VianetGroupPLC
·
Aug 9
📱📈COMING SOON! 📈📱Our brand new SmartVend Mobile App is nearly here, helping you to unlock your vending potential. Keep your eyes peeled on our social media channels for further details to be revealed soon.
#vianet #smartvend #mobile #app #vending #data #insight #comingsoon

[its the oxman] 31/7/2021 10:42

This is gonna catch fire at some point.

[illiswilgig] 29/7/2021 19:17

Celeritas - Ooh you are good! Keep it coming!

My feeling is that the 'march of the vending machines' has been fairly much under the radar until now. Vianet's position with Costa puts them in a great position to mop up as competitors scramble to catch up? Pretty much what I've been hoping for.

From memory Vianet have a sales target of 12500 new connections each 6 months over the next 2 years - I can see potential to go beyond that, especially in 2022,

cheers

[celeritas] 29/7/2021 15:46

“Vianet's telemetry enables us to ensure Costa customers get the best cup of coffee possible served to our high standards.”

[celeritas] 29/7/2021 15:45

JULY 29 2021
Pret A Manger is brewing a move into coffee vending machines, joining a rush of other UK businesses to have introduced automated coffee dispensers as the sector battles rising staff costs and low footfall from commuters.

The London-based sandwich chain has trademarked the name “Pret Express” under the class of “vending machines” and “coffee vending and dispensing machines”, according to an Intellectual Property Office filing. It has also trademarked “Pret Perks”, suggesting plans to create a loyalty or incentive scheme following the success of its £20-a-month coffee subscription.

The move into vending machines is the latest in a series of rapid changes by Pret since the beginning of the pandemic when lockdowns wiped out its traditional office-working customer base.

It will put it into direct competition with Costa, which announced on Tuesday that it would be trialling “the world’s first integrated self-serve coffee machine” that can serve both hot and cold drinks.

Costa said the machines would offer more than 500 different drinks from hot flat whites and cappuccinos to vanilla lattes and “iced fruit cordials”. The Coca-Cola-owned chain already operates more than 10,000 coffee vending machines in the UK, the majority of which are in petrol stations.

Last month Carluccio’s, the Boparan-owned restaurant group, said it was trialling self-service coffee machines with the supermarket chain Budgens. Other leading players in coffee vending include Sainsbury’s and Starbucks, although both currently operate fewer than 1,000 machines each.

Jeffrey Young, chief executive of the research group Allegra World Coffee Portal, said that the stigma attached to cold or watery vending machine coffee was “no longer an issue” as technology had advanced to become “closer and closer to the real barista experience”.

With staff shortages pushing up the wages of hospitality sector workers, he added, the idea of running vending machines instead had become more attractive and this subsector had already grown by between 10 and 20 per cent so far this year.

“You now have a situation where in a train station, for example, it might not be economical to have a fully fledged barista café while the opportunity to put coffee into a train station that can operate 24 hours is becoming more compelling,” he said.

The elimination of wage costs meant that margin on vended coffee could be as much as 20 per cent more than on barista-made drinks.

For Pret, which cut about 25 per cent of its global headcount during the pandemic and took out £150m emergency bank loans, the move, which was first reported by the hospitality trade newsletter Propel, is the latest in a series of efforts to diversify away from its traditional city centre markets.

It has also introduced retail ranges of ketchup, coffee and croissants, and launched Pret kiosks in Tesco stores last month.

The JAB Holdings-backed brand said: “We don’t comment on speculation and we obviously take out trademarks all the time.”

The group has registered seven Pret trademarks since January 2018.

[illiswilgig] 29/7/2021 09:32

Thanks Celeritas thats an interesting snippet. It's not on the ViaNET website news feed.

cheers

[bouleversee] 29/7/2021 09:31

Thanks. Hope so.

[celeritas] 29/7/2021 08:23

Its from the 21st. I gather business is picking up with the vnet share price lagging. Only a matter of time.

[bouleversee] 28/7/2021 16:53

Why should that make the share price fall 6p today?

[celeritas] 28/7/2021 16:05

Vianet Group PLC
July 2lst
Vianet Group PLC are proud to announce we have recently partnered with Nespresso
Nespresso now have Vianet’s Contactless Payment devices as an option within their portfolio of products, allowing their customers a seamless and convenient payment experience for their coffee machines.

[edpick] 13/7/2021 13:45

Exited this today after holding for 2 years. Really liked the business and prospects at the time but the government has totally messed up any momentum the business had.
A recurring revenue model only works when you can be confident that your end customer will continue trading. This isn't the end of covid restrictions by a long way and we can expect enforced lockdowns every Winter flu season from here on in in my view.
Glad to be out so I don't have to worry about what the government will do to pubs in future.

[its the oxman] 13/7/2021 11:43

111p offered and still struggling to break upward, got to give soon.

[its the oxman] 13/7/2021 07:49

Very positive trading update today, surely plenty of recovery to go for. Significant upside as reopening kicks in.

[its the oxman] 30/6/2021 13:34

Still see a run through 120p as very possible here, let's see what freedom day brings on the 19th and a wider reopening.

[luzley] 27/6/2021 12:06

Got in at 92p recently as this looks a no-brainer for rapid rerate as lockdown eases and ends. Data collection and management is essential for the pub and leisure industry and Vianet is in a super sweet spot. Excellent value at this level imo.

[celeritas] 25/6/2021 10:39

A few more, I'll just keep dribbling in.

[celeritas] 17/6/2021 12:41

Agreed, I think they'll come out of this flying, especially as we are now opening up more and more.

[its the oxman] 17/6/2021 08:14

Results as expected for me. Well placed for recovery as UK opens up but hardly reflected in current price and could offer stronger growth than many think. Great value down here.,

[its the oxman] 27/5/2021 09:51

Stock has been priced for disaster. Market starting to realise that will not be the case. Recovery plays like gym group which have been forced to raise money are motoring, here losses have been managed and cash has been conserved. Hopefully a strong recovery story will unfold. Said my piece. Will watch and see what happens over results.

[celeritas] 27/5/2021 09:49

Vianet Group plc (AIM: VNET), the international provider of actionable data and business insight through devices connected to its Internet of Things ("IOT") platform, today provides an update on progress and trading. We anticipate releasing results for the financial year ended 31 March 2021 on Tuesday, 15 June 2021.

[its the oxman] 27/5/2021 09:39

If they can confirm 90% of sites have recommenced trading in June I think market could look very favourably on us. Results early/mid June i believe.

[its the oxman] 27/5/2021 09:28

Moving up, won't take much to drive it through 120p. Positive update on reopening could see it even higher. Holding tight,

[its the oxman] 27/5/2021 08:21

Still see plenty of upside just to catch up with other market plays. Could spike soon.