Vianet Share Discussion Threads

[alan@bj] 02/6/2016 09:43

Results next Tuesday (7th June)

[alan@bj] 12/4/2016 16:43

I notice we had a trading update on April 22nd last year.

[tadders2] 23/3/2016 21:36

That's confidence for you!

[yupawiese2010] 17/3/2016 19:08

Quality of the pint article.

[site manager] 08/1/2016 15:41

Nice RNS
I much prefer it when my money is tied up with theirs.
Sleep better.

[juuunx2] 08/12/2015 14:34

Good results and down I hate the markets! Ba humbug!

[juuunx2] 07/12/2015 15:47

Just got in here even though large spread. Sounds like good progress and steady momentum northwards

[alan@bj] 04/12/2015 09:42

Seems to be some momentum building here.

[jeffian] 19/10/2015 12:49

Yes, good that they are now talking about "growth" again. Years of upheaval in the pubco sector have made life very difficult for them but if that has now stabilised then this looks like a sustainable high-yield share.

[deanowls] 19/10/2015 08:42

Good update this morning and ahead of last year.

[norbert colon] 27/7/2015 12:20

Do any shareholders / investors on this thread have any experience (i.e. from attending AGMs etc) of James Newman who used to be a Chairman of Brulines / Vianet? I see he is now NE Chairman of Fishing Republic and just wanted to gauge any general feedback on him?

[celeritas] 07/7/2015 11:18

Within the UK, Vianet systems are deployed in Costa Coffee express machines and the firm is looking at aligning strategically with other customers.

We know how fast Costa Coffee is growing, machines are appearing all over the place, my local garage just got one.

Vnet are now installing nfc readers into vending machines, I can only see this growing especially with the advent of Apple Pay launching in a week or so. I can see all vending machines eventually going cashless. Security, maintenance, collections all cash and time saving by limited human interactivity.

[celeritas] 18/6/2015 10:49

Cracking yield, over 6%.

[celeritas] 11/6/2015 11:49

Yep, ex-divi today.

[alan@bj] 11/6/2015 09:35

Clarification - the shares are ex-dividend today. Tomorrow is the Record Date.

[alan@bj] 11/6/2015 08:52

Why the drop this morning? Don't the shares go ex-divi tomorrow?

[celeritas] 09/6/2015 16:49

I don't see any reason why it won't go to 140p, it's a very well run business.
iDraught is a fantastic system, a must for reconciling the till to pints poured.
News could hit the mkt any day
Commercial contracts with several national USA chains are also lined up, and a growth strategy is being developed to be actioned over the next two to three years


The fuel side is beginning to show it's strength by moving into profit, Asda and Morrisons are both customers.
Costa coffee express machines, Whitbread are driving this, can only see them appearing in more and more places.

[alan@bj] 09/6/2015 16:33

Just been looking back at the February 2013 Trading Update, which knocked the share price off its +120p peak. Interestingly, they then reported a reduction in operating profit from £3.9m to £3.2m, and have now reported a very similar operating profit of £3.18m. The big difference between then and now though is that then there were fears around pub closures and the government's pub operating companies' Code of Conduct - all perfectly valid - but now those issues are much clearer, as is VNET's strategy and confidence in the future. An annual dividend of 5.7p gives a return of 4.75% at a share price of 120p, and just over 4% at 140p.

[fillipe] 09/6/2015 15:36

VNET being well wanted today....107p, the full ask paid for small - makes it look like any big guns will shift up the share price to a whole new level.

That yield is bound to be found hugely interesting a a lot of bank savings account holders!

f

[fillipe] 09/6/2015 11:31

The best ask ask showing on L2 is 103p, so we're up nicely from the Dec 2014 70p low.

f

[norbert colon] 04/6/2015 08:27

Alan - I agree. Ongoing long term hold for me and good divi. Patience needed.

[alan@bj] 04/6/2015 08:15

Nothing surprising in the results, it's steady as she goes, cautious optimism that the strategy is right and growth will continue/resume, especially in Vending Solutions. Worth holding for the near-6% dividend.

[speedsgh] 28/5/2015 16:09

Final Results next Thurs. Leaky ship or being walked up prior to results? Volume is nothing special.

[alan@bj] 28/5/2015 12:26

Having bought in just over 2 years ago in February 2013 at 98p I'm now making a profit on my capital at long last. However, I've also had £1,140 in dividends over that period,so I have a total return of 12.76%. Beats a deposit account!