Vianet Share Discussion Threads

[paulypilot] 13/1/2013 15:55

Hi CR,

Indeed. The think I like about Vianet is that it's a great value share - very low PER, great 5% divi yield, and a sound bal sheet (no debt once you offset the freehold & investment in Universe Group).

Yet it also has exciting growth prospects with iDraught, entry into the USA market, plus the excitement of the vending operations which are apparently on the cusp of big contracts.

So clearly the market is sceptical about the growth prospects, but management sounded very upbeat about it in the last results presentation video on their website, well worth listening to if you haven't already;


Cheers, Paul.

[cockneyrebel] 13/1/2013 12:26

I think they'll be doing a full tip soon, probably next month - unlike them to NAP something they haven't yet done the full write up on, unless of course they thought these might get away before they did that.

They highlight the 17.5p eps forecast for the year starting April 1, I reckon a PE of 6.8 or less will look very attractive to SCSW punters imo.

CR|

[paulypilot] 13/1/2013 00:15

That is good news about SCSW flagging it as a NAP for 2013.

I subscribed to SCSW for years, and thought it very good, but let my membership lapse. If they've spotted the value in VNET, then it might be worth me renewing my subscription, as it means they are on the boil again!

PP.

[allstar4eva] 12/1/2013 21:11

Damn. Nearly bought some of these last week but didn't have time to look into it...

[interceptor2] 12/1/2013 20:43

cfro, thanks for highlighting these last week. Much appreciated :o)

ic2...

[napoleon 14th] 12/1/2013 20:00

Glad you asked, speedsgh......

[cfro] 12/1/2013 18:24

Time for my NAP now.....:-)

[davidosh] 12/1/2013 11:25

Norbert...My 14year old son finished 8th out of 330 in the 2012 Stock challenge so you are not the only one under pressure !

[cockneyrebel] 12/1/2013 11:23

Nice :-)

CR

[saucepan] 12/1/2013 09:36

(OK Norbert, noted!)

SCSW NAP should bring a bit of interest :-)

[bigbigdave] 12/1/2013 09:20

A NAP is a term used in horse racing speedsgh which means 'best bet'

[interceptor2] 12/1/2013 09:07

Thanks BBD, Pleased I joined others here and brought in last week :o)

ic2...

[speedsgh] 12/1/2013 09:03

BBD - forgive my ignorance. what is a NAP?

[bigbigdave] 12/1/2013 07:28

One of SCSW's NAP's for 2013.

[gfrae] 10/1/2013 17:32

New Solera appear to have reinvested in LSR.

[norbert colon] 09/1/2013 11:40

Saucepan - note we ranked 25th and 26th in the stockchallenge for 2013! The challenge is on!

[eeza] 09/1/2013 08:34

RNS - Helium Special Situations Fund taken 1mill - 3.6%.

[pj 1] 09/1/2013 08:10

Gate...Horse.....Bolt....... somehow spring to mind!!!!!

[monet] 09/1/2013 08:01

In todays Telegraph

Business Secretary Vince Cable has declared war on pub companies who are "squeezing" their tenants through contracts that are "focused on short-term profit".

Large companies such as Enterprise Inns and Punch Taverns, which lease their properties to tenant landlords, have been accused by campaigners of hastening the demise of Britain's pubs by "overcharging" for drinks and rent.

It is estimated that 23,500 of Britain's 50,000 pubs are run on "tied" agreements, which can force publicans to buy beer at 50pc above market rates and pay "excessive" rents on the pubs they run.

According to the Campaign for Real Ale, more than 3,500 tied pubs have closed since 2009.

Mr Cable announced plans for an independent adjudicator with the power to fine large pub companies if they are found to be exploiting their tenants. The Department for Business, Innovation and Skills (BIS) will also consult on a statutory code to stamp out poor behaviour.

full article

[shanklin] 08/1/2013 11:09

OK, thank you.

[jeffian] 08/1/2013 11:07

I think they're obliged to complete the 'before' and 'after' section and in this case it so happened that they'd sold the lot so 'after' = 0. Had they just taken their holding below 3% you would have seen that, but not any subsequent transactions.

[shanklin] 08/1/2013 11:02

Thank you, I had not noticed that. Does anybody know if holders are obliged to complete those boxes on the RNS when they go below 3%.

[0rb1t] 08/1/2013 10:54

Shanklin their new holding is 0 according to the RNS.

[daneswooddynamo] 08/1/2013 10:45

they are out completely according to the latest announcement

[shanklin] 08/1/2013 10:40

I guess New Solera Holdings Limited may still have nearly 3% they want to sell.