Vianet Share Discussion Threads

[ccraig69] 07/12/2016 12:58

no foot in mouth. But if being rolled out in NHS what a result could that be

[alan@bj] 06/12/2016 20:55

Okay - I will try to remove my foot from my mouth then. Ive been there.

[ccraig69] 06/12/2016 20:36

No the manchester cancer hospital

[alan@bj] 06/12/2016 19:31

Assuming you mean the auction house and not your local Wetherspoons.

[alan@bj] 06/12/2016 19:30

Now that is a very impressive piece of name-dropping!

[ccraig69] 06/12/2016 16:40

i used the system in Christies it was great on the vending machine

[alan@bj] 06/12/2016 16:09

If the final 4p dividend is also maintained, that's a yield of 6% on the current 95p offer price.

[tadders2] 06/12/2016 12:46

They've been under the mattress for a long time now. At least you get a decent divi.

[illiswilgig] 06/12/2016 11:44

Interims out today. Lots of adjustments to the figures to account for the sale of the fuel monitoring division and deferred tax which I find makes it hard to figure out whether the results are good or bad.

But with the share price around 95p and reported H1 eps of 2.94p the price doesn't look too cheap right now?

The company prefers to focus upon their pre-exceptional pre-deferred tax figure of 4.6p for eps which makes the share price seem more reasonable.

Trouble is that the expected growth in profits and turnover is always just around the corner for this company. To be fair it is delivering good cashflow and is debt free with approx £2M net cash.

If they can continue to keep the cash flowing then this might turn out to be one to tuck under the mattress rather than a growth tomorrow story? Technology is moving fast in this area and a major risk is that competition wipes them out instead,

cheers

[site manager] 14/10/2016 15:36

Which means given James has a 17% stake he will have another 80k to spend on shares.

[alan@bj] 13/10/2016 08:31

Reassuring trading update. Interim dividend 1.7p to be maintained.

[alan@bj] 14/7/2016 15:40

I'm not an analyst Norbert. You decided to sell, I continue to hold. I have a reason to post on a company I hold shares in - and all I did to respond to the negative speculation inferred in your post was to restate what the Chairman actually said less than three weeks ago. Trading is noticeably ahead of the same period last year. Fact, not guesswork.
You will no doubt have noticed he's just bought another 5,000 shares. Pocket money? Probably, but more reassuring than seeing a director sell or being awarded shares for free.

[norbert colon] 14/7/2016 13:55

Hi AlanI did have some VNET stock for a while (held mainly for the big yield) although I became unconvinced by their relative value and struggle to see where the growth will come from to justify their rating.Can you offer me your our investment thesis?Thanks

[norbert colon] 14/7/2016 07:51

Insolvency consultancy Begbies Traynor noted a 53% rise year-on-year in the number of pub businesses being dissolved in Q2

[jeffian] 07/7/2016 16:39

Well if he keeps picking up stock he'll end up taking it private! He holds around 17%.

[hlp_4u] 07/7/2016 16:29

JD still picking up all the loose stock....the market will eventually wake up to VNET potential in the B2B of IOT....and a yield of 5%.....

[nocton] 01/7/2016 08:57

Went to the AGM yesterday. Only shareholder there!
Asked about low dividend cover. Chairman confident about future growth as in AGM statement plus cash reserves, so comfortable about maintaining.
US litigation expected to be completed by end of year. Board felt need to defend a legal challenge, with legal advice that they have a good case. Taken a conservative view on costs - all taken into P&L as incurred and as stated in Annual Report - but will be able to recover some from insurance.
Overall I feel confident that the company is making steady progress and better times are to come. Always with the high dividend as compensation for holding!

[jeffian] 23/6/2016 09:14

Not really.

[alan@bj] 23/6/2016 08:03

Chunky director buy.

[alan@bj] 17/6/2016 08:48

Ex-dividend yesterday, hence the fall. Final dividend 4p, total for the year 5.7p.

[alan@bj] 08/6/2016 14:39

Yes, the yield is excellent and it's a low risk buy. I've held for 3 years and enjoyed healthy dividends.

[hlp_4u] 08/6/2016 13:40

4p dividend if you buy in next few days

[hlp_4u] 08/6/2016 13:39

Co now cash positive, increased penetration into beer market and big growth prospects in contactless beverage market....in anticipation of Brexit and all the baristas going home. To top it all yields 6% with good growth prospects ....this is an upcoming RFID stock in the guise of an old fashioned services co....as goods are delivered for IofT it should get a significant rerating. DYOR