Vianet Share Discussion Threads

[eezymunny] 19/11/2014 09:26

Well yes Joe, I tried to short but no borrow available this morning.

Bad news for VNET holders I guess but the beer tie has always been one of those anti-market oddities.

[prop_joe] 19/11/2014 09:24

EezyMunny,
My assessment is that it is bad for VNET and I sold out this am. I really like the company but I can't see how tenants being able to negotiate rent only deals with pubcos and buy in beer from where they like will be anything but bad news for VNET as why would that type of pub need beer monitoring equipment?
If the vote gets reversed in the Lords or by some other means I may well buy back in.
Regards

[eezymunny] 19/11/2014 08:55

Commons vote for end of beer tie.



Bad for VNET if that goes ahead I assume?

Just FYI.

[deanowls] 09/10/2014 14:05

Think that's the last two updates where not mentioned?

[daneswooddynamo] 09/10/2014 14:03

no mention of US trials which is the potential growth driver

[jeffian] 09/10/2014 10:12

Yes, an encouraging update. Much of the support for the share price must come from the high dividend yield. They confirm that the interim divi will be maintained - and it is well-covered by eps - but that still leaves the question of the final. Total divis last year were only just covered by eps. They certainly need to see growth in earnings if they are going to maintain the full-year payment going forward.

[speedsgh] 25/9/2014 19:43

Is the current rise really all down to the Lord Lee article in the FT? Not sure that his article would have that lasting an effect.

Close to breaking through 90p which we haven't been above since H1 2013.

[drsmessguide] 22/9/2014 09:12

One of his double 7s, P/E 7, yield 7%

[westcountryboy] 22/9/2014 09:11

It was part of an article on director buys, pointing out that they had recently been adding so he had been encouraged by that.

[deanowls] 22/9/2014 08:51

can anyone give a run through on the article?

[drsmessguide] 22/9/2014 08:46

The Lee affect, FT at the weekend

[site manager] 22/9/2014 08:45

Nice rise today. Were they tipped over the w/e ?

[alan@bj] 14/8/2014 12:19

Nice director buy yesterday.

[yupawiese2010] 06/8/2014 22:06

Well its only on a non demanding P.E. of 6.5 at the moment !!

[stpalm] 06/8/2014 21:28

hope there is,just a mild one to allow me to pickup some cheap stock :)

[yupawiese2010] 28/7/2014 07:32

dewtrader.

I suggest you read the Cenkos research note released last month, headline read -
"improving outlook".

[masurenguy] 27/7/2014 23:12

dewtrader - 483: due another profit warning about now

What an absolutely scintillating first post on this thread. Where did you get your MBA - Pitcairn Island University !

[dewtrader] 27/7/2014 12:12

due another profit warning about now

[downyr] 27/7/2014 11:23

Just filled my car at sainsbury's and plsd to see a vianet fuel solutions sticker on the pump saying that vfs had checked the pump dispensing quantity

[deanowls] 15/7/2014 08:14

Nothing about America though?

[site manager] 15/7/2014 08:04

Thanks Molby - upbeat statement this morning too. If that div can be maintained we can`t complain.

[strollingmolby] 14/7/2014 15:32

Hopefully of interest here: