Vianet Share Discussion Threads

[value king] 18/2/2024 13:05

I've been acquiring over the past month, all of the director buying here feels very positive.

[jeffian] 28/12/2023 18:58

Thank you, H, I'll have a look. My interest in VNET goes back to the old Brulines days as I was involved in a company which was among the earliest adopters of the beer-monitoring technology.

[hedgehog 100] 28/12/2023 18:26

jeffian 1 Nov '23 - 15:26 - 973 of 979 0 0 0
"Nice positive update, if still a little "jam tomorrow". I'll be pleased when they move from being "well-positioned to deliver growth" to delivering it!"


Jeffian,

You may be interested in a comparable share to VNET, which is Newmark Security NWT:-

"Newmark Security in 2023: A Transformed Tech & USA Success Story"


NWT has been one of the best-performing shares of 2023: its share price has more than doubled this year, on a return to profit (£353K. of earnings), and growing revenues (£20.31M.)

But at 75p NWT's market cap. is still just £7.03M., though its share price is on a roll at the moment, and should go a lot higher.

[jeffian] 12/12/2023 11:36

They say so. Their explanation is that the switch from 3G to 4G impacted on H1 but in their words "the headwinds of H1 will turn into tailwinds in H2". They made a good presentation. If interested, you can still catch the recorded version.

[dave4545] 12/12/2023 10:15

23 mil market cap jeez

Then again I'm just glancing at the results I know nothing about the company, maybe
second half is a lot stronger than first ???

[jeffian] 12/12/2023 10:00

If anyone interested, remember there is a results presentation at 10.30.



(it's free to register)

[illiswilgig] 23/11/2023 12:33

Ooops should read start not sart!

[illiswilgig] 23/11/2023 12:32

Jeffian - nice summary of TU. I agree. Pleased to see an 800 unit roll-out with a forecourt operator via sure-site already. Rolling out 8000 connections would be what we need to see? But its a relatively rapid sart at least.

Agreed with regard to relatively recent NED splashing out twice. Accordingly I helped myself to a few more before the price spiked up.

cheers

[jeffian] 13/11/2023 15:57

I note that the NED is picking up more than a token few shares.....

[jeffian] 01/11/2023 15:26

Nice positive update, if still a little "jam tomorrow". I'll be pleased when they move from being "well-positioned to deliver growth" to delivering it!

[zipstuck] 14/6/2023 08:52

fgump

if your ok with cash being spend on development

[ntv] 13/6/2023 21:13

Sold out today so will probably go up

[fgump] 13/6/2023 20:39

I only had a quick look but from memory the cash conversion looked ok?

[zipstuck] 13/6/2023 14:58

Not cheap IMHO - still too much amortisation

[zipstuck] 09/6/2023 10:32

Since the R & D credit was previously announced I am beginning to think yesterdays move was a tip.

[jeffian] 08/6/2023 15:29

I think he means the R&D Tax rebate RNS'd on 5 June, b, (see link under 'News' above).

[deanowls] 08/6/2023 10:51

Good news this week and a little reaction today.

[zipstuck] 15/5/2023 12:49

Looks like a really positive acquisition and finally a decent foothold in US.

[sleepy] 04/5/2023 20:49

May have been the Journalists mistake?

[masurenguy] 04/5/2023 15:01

"Brulines, the cellar monitoring equipment supplier, had a difficult time with pub closures but it’s swinging back now. Its tech remotely monitors and records the total volume of liquid that passes through the beer lines 24 hours a day at around a third of UK pubs. The tech is unique and advanced: they are now a significant player in monitoring vending machines in the UK and US."
Lord Lee: 4 May 2023: MoneyWeek.

LOL - he obviously overlooked the fact that Brulines changed its name to Vianet 11 years ago ! Nevertheless he is still a shrewd investor. 👍

[jeffian] 22/3/2023 15:31

"the really good news is that this diversifies VNET away from pubs and shows that there is growth potential."

To be fair, they have been diversifying from pubs since about 2011! Even in a struggling and declining pub sector, the core 'Brulines' business will remain a significant and relatively stable revenue base because pubs will not disappear altogether and the monitoring equipment has proved to be such an important management tool that it will always be required. Hopefully, the vending businesses will provide the growth on top of this.

[bouleversee] 15/3/2023 22:57

Yes, I have an awful lot which have gone down and I fear some may never come up again.

[jeffian] 15/3/2023 19:18

I think, despite various government (UK, US, Swiss etc) assurances, the fear of contagion is in the air. They said Lehman was a little local difficulty....until it wasn't. Frankly, I can't understand how the Italian banking system doesn't come crashing down but of course the ECB has to go on doing extraordinary things to prevent that because a major collapse would probably be the end of their beloved Euro.

The market is nervy and it is looking for any potential scare to dip further. There's nothing wrong with VNET but all ships go down on a falling tide so you might need to be brave for a while yet.

IMO, as they say.