Share Name Share Symbol Market Type Share ISIN Share Description
Vianet Grp LSE:VNET London Ordinary Share GB00B13YVN56 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 103.50p 102.00p 105.00p 103.50p 103.50p 103.50p 63,465 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 14.6 2.0 6.6 15.8 29.26

Vianet Grp Share Discussion Threads

Showing 601 to 625 of 625 messages
Chat Pages: 25  24  23  22  21  20  19  18  17  16  15  14  Older
DateSubjectAuthorDiscuss
18/10/2018
15:56
If they can unlock the smart zones potential in other applications then this has a way to go. I Like the growing recurring income
zipstuck
01/9/2018
12:42
Thanks. The share price movement on the Costa announcement suggests the market takes a positive view.
jeffian
01/9/2018
10:33
Yes, I think I read your meaning correctly. From what I have found by searching the web it seems common knowledge and Douwe Egberts and Costa use Vianet technology in their coffee vending machines. But I've also found references to Coca-Cola already as a customer of Vianet (stated on a 2016 facebook recuitment advertisment for a customer service role) so it is possible that they are already (or were) using the Vianet platform in at least some of their vending machines. Perhaps just for telemetry for possibly rolling out the Vianet contactless payment platform? No idea. I can't see that Coca-Cola will dump Vianet immediately. But whether they keep on Vianet will entirely depend upon just how good the Vianet platform really is? Either way I can't see it just bumbling onwards - either it will be a big step up or they will be ditched? For me, the opportunity outweighs the threat - but it depends whether you think Vianet really have a good scalable platform? cheers
illiswilgig
31/8/2018
23:25
What I meant was, I think(?) that VNET are involved with the Costa coffee machines. If that's right, then the potential for Coca Cola to develop the brand worldwide could be a huge step forward.......IF CC continue to use VNET. But will they? They have a vast world-wide network of vending machines already and the downside risk is that they simply ditch VNET and absorb the machine-monitoring operation into their existing arrangements.
jeffian
31/8/2018
22:49
Jeffian, I was wondering the same thing. Honestly I don't know the answer to that question. But I would comment that the Coke bid does reveal that Coffee is now a 'must have' sector of the market as sugary beverages come under increasing scrutiny. Also that Coke is not a conventional 'coffee shop' retailer which must be positive for growth of the vending machine and Vianet's sector of the coffee machine market? It's also a threat in that Coke's arrival on the scene is likely to upset the current market for coffee vending machines. But overall I'd expect the opportunity to outweigh the threat. cheers Illis
illiswilgig
31/8/2018
11:07
Is the takeover of Costa Coffee by Coca Cola an opportunity or a threat?
jeffian
30/8/2018
19:30
RNS today as Chairman buys more shares. 45,000 shares at 115p. Not a huge deal. So why bother? He already owns 4.9M shares, over 17% of the company so he's not buying more to make a point. The simplest answer is that he thinks they are good value at this price. He might be right or wrong, and he's likely to be biased, but he is in a good position to judge. So I might just add a few more as well. cheers
illiswilgig
27/7/2018
10:30
Good recurring revenue, good growth prospects over next 3 years will support good divi and give share price growth from these levels,
zipstuck
12/7/2018
21:54
A confirmed H&S pattern has a target price around historical support at approx 101. Only approx 50% of confirmed H&S reach tp.
bamboo2
06/6/2018
09:17
Worth holding for the dividend on its own, and there seem to be some growth prospects.
welsheagle
05/6/2018
17:33
Agreed jeffian - I'd been on the verge as selling these as it all looked too dull, but having quickly read the results I'm much more interested. AFAICS broker forecasts are for c. 10% profit growth this coming year, but I suspect we might see some handy uplifts to that view.
kazoom
05/6/2018
17:03
Results today were OK but the prospects are beginning to look quite bright.
jeffian
18/4/2018
12:47
It doesn't take much to cause the price to drop, does it?
alan@bj
07/3/2018
11:57
Our latest magazine looks at some big dividend payers on AIM - and whether they can keep giving. Vianet is featured in the magazine which can be read on our website.
investorschampion
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.
salchow
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.
dan_the_epic
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.
firtashia
05/12/2017
09:21
Vending technology allowing remote access. That is precisely what IoT is.
salchow
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!
alan@bj
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.
firtashia
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.
site manager
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.
alan@bj
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.
jeffian
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.
alan@bj
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