Vianet Share Discussion Threads

[illiswilgig] 13/10/2021 13:50

Yes, been topping up as I can't see a reason for the spike downwards - the market is in a very febrile mood at the moment.

[celeritas] 13/10/2021 09:30

Update anytime now, probs next week. I'm expecting plenty of improvement going into the back end of the year.

[celeritas] 08/10/2021 15:15

Brighton Pier FY earnings seen 'significantly ahead' of expectations

Leisure business Brighton Pier Group said on Friday that full-year earnings were expected to be "significantly ahead of market expectations" after a "strong" summer trading performance.

FTSE AIM All-Share

13:20 08/10/21

Brighton Pier stated that with all four divisions mostly opened throughout the 13 weeks ended 26 September, total net sales for the period came to £15.9m, up 145% year-on-year and 44% against the same pre-Covid period in 2019.

Like-for-like sales at the Pier were up 47% on 2020 and 14% on 2019, across its golf sites they were up 119% compared to 2020 and up 30% against 2019, and bar sales were up 36% on 2019, with most venues closed in 2020, significantly exceeding internal expectations.

[celeritas] 08/10/2021 14:46

Revolution Bars toasted a rebound in demand as the end of lockdown saw drinkers flood back into its watering holes.

The chain said the lifting of restrictions triggered ‘strong demand’ with sales up by 17 per cent compared with pre-pandemic levels, well ahead of its expectations.

[celeritas] 08/10/2021 13:25

That 27,000 cleared off the cheap stock.

[celeritas] 08/10/2021 09:15

It'll be great to see how the healthy pipeline for smart machines has progressed.

"In our Smart Machines division, we are benefitting from a material increase in the use of contactless payments and demand for remote connection to unattended retail assets, which has resulted in new contracts and a healthy pipeline of promising growth opportunities across the UK and Europe.

I'd also say the covid uncertainty will be somewhat diminished.

Although there is still global uncertainty relative to Covid-19, the Board is very confident that we have implemented the correct measures to take advantage of the exciting growth opportunities that lie ahead, and we look to the future positively and with an increased level of confidence."

[celeritas] 08/10/2021 08:48

Our Smart Zones division is recovering in line with the UK pub market with almost 90% of pubs having re-opened by the end of June with a corresponding return to full billing. The 'Freedom Day' removal of hospitality restrictions, on 19 July 2021, together with a return of city centre office populations will result in further pub re-openings. The re-opening of pubs has resulted in increased demand for our draught beer market and retail data insight services as the industry seeks to understand its new 'normal' trading in the post restriction era.

Surely we can have only kicked on from here, not long to find out.

[celeritas] 08/10/2021 08:46

From June 15th

"As a business dependent on the hospitality and leisure sectors, the pandemic has been a challenging period for the Company. Despite this, we have navigated the challenges well, focusing on preserving cash and maintaining strong relations with our customers. Thanks to the success of these measures, plus the roll out of the vaccines and the easing of restrictions, the Company is coming out of the lockdown phases strongly and in a position to capitalise upon the excellent growth opportunities available, with normal trading in the UK across both divisions expected to return during H2 2022.


Since June the hospitality industry has gone from strength to strength since that June update with a trading update due anytime in the next 2 weeks.

From Pier this morning.

With all four divisions mostly opened throughout, the Group is pleased to report total net sales for the 13-week period of £15.9 million. This is 145% over the same period in 2020, and 44% ahead of the same (pre-Covid) period in 2019 (or 30% ahead of 2019 if benefit from the temporary VAT concession is excluded).

[jeffian] 06/10/2021 21:41

The whole market is down, particularly stocks which are highly rated or a bit 'jam tomorrow'. Not specific to VNET.

[illiswilgig] 06/10/2021 20:16

Couldn't resist adding a few today.

cheers

[celeritas] 06/10/2021 16:51

Vnet is cheap but the market is irrational, it should bounce from this trend line.

[aringadingding] 06/10/2021 16:45

What about today?!

[celeritas] 04/10/2021 14:24

Its what the mkt does. Goes up and down, take advantage,

[bouleversee] 04/10/2021 14:09

Why has the price dropped so much today?

[celeritas] 04/10/2021 14:07

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[celeritas] 29/9/2021 15:21

I know vending is moving into everything but I just can't see pizza being one of them, buy hey ho there's a queue so what do I know.

[celeritas] 22/9/2021 15:44

I really think vnet is a forgotten about stock, it just needs dusting off and sticking to the front of the shelf so investors can observe it. Smart machines is just the right space now, I can only see growing significantly over the coming years.

[illiswilgig] 22/9/2021 14:54

Thank Celeritas keep them coming.

Vending (sorry unattended retail) is a big growth sector. The pandemic has given it a step up and I don't see it slowing down once retailers learn to use it to lower costs and extend hours as well as limit contact between staff and customers. Though pubs and bars continue to suprise me with how well they are doing - it seems the on again off again nature of restrictions is now playing to VNET's strengths,

cheers

[celeritas] 22/9/2021 13:49

Vending is going to keep growing and growing, no people to worry about with one person responsible for 100s of machines.

[celeritas] 27/8/2021 13:53

Vending is growing all the time, why worry about a Barista turning up everyday when one person can keep on top of many machines and its 24/7. Costa from the Barista is no different to Costa from the machine in my experience.