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If ever there were a screaming acquisition target coming out of Covid then this is it. The share price nadir must be imminent or just passed and all the drivers are in place for either a big rerate or t/o by a US operation (J&J have to be favourite over Stryker). Given the worldwide exposure of S&N with manufacturing facilities across the globe, pent up demand for joint replacement and wound care, this surely can only do up as covid eases.
Sold my LGen as it's now xd and piled into S&N having followed for years and realising this was a transition time. Backlogs for joint replacements are huge and growing as are all the arenas into which S&N plays. Covid was a blip......expect a lot of update news as restrictions ease and secondary health care providers engage private carers and plc to to clear waiting lists. Top class company with the eternal bid possibility from J&J or Stryker. Too darned cheap below £14.
I can think of hundreds of shares not to be overweight in.....Aviva is certainly not one of them and I expect your purchases will prove both excellent timing and a shrewd investment in retrospect.
Following recent pullback I think the bottom bounce has happened and Aviva should now rebound strongly. Prospects are looking ever better with strong fundamentals, emphasis on UK, Canada and Ireland and lots of cash in the coffers. Looking in better shape than for years so let's see if Amanda Blanc can not only float the boat but arm it and make it fight...
Perfect weather for hospitality to fling open the mask-free doors and reap the rewards of being Vianet connected. Excellent prospects from here with updates and newsflow beckoning.
Upward momentum from here. Outlook moving out of lockdown very positive and work done during restrictions should multiply the benefits and go straight to the bottom line due to gearing.
Perfect recovery stock for hospitality sector with a very positive and confident trading update.
Sets the scene for good upgrades as we move past July 19th. Solid.
Just spotted this. As Punch pubs use Vianets is iDraught then it looks as if roll-out will be on the cards.
Pub group Young & Co's Brewery fell 0.3% to £16.10 following news that it had agreed to sell most of its tenanted estate in the Ram Pub Company to Punch Pubs & Co. for £53 million.
The deal would see Young's sell 56 of the 63 pubs in the Ram Pub Company and retain the other seven pubs for the long term.
Good news
https://twitter.com/vianetgroupplc?lang=en
Overall beer volume uplift doubling as England beat Denmark and more to come!!!
End of lockdown boost got to be a real kick for Vianet and it's data management. So under the radar given it's direct exposure to the pub and leisure sector. The on going success of the England team is driving footfall already and consumer stats is key to on going increase in pub profitability .... enter Vianet. This just has to be relevant to staff management and profitability as the UK emerges from lockdown and new trends and patterns become evident from the data collected and used.....No brainer imo.
If we're goibg to get all philosophical then Hickam's Dictum is the fitting reply since the purpose of this board is presumably debate and airibg of different opinions....whatever their basis.
Picked up some more as I can see Vianet really revisiting previous highs as lockdown ends. Data is king in a competitive world and Vnet has buckets.
Then you'll understand how undervalued I believe it is.....or then again perhaps you won't.
Judging by the share price momentum this morning I'm convinced that the prospective CEO who will have been confidentially informed of the situation will be quickly appointed and already have made the maritime sale decision. This could quickly gap-jump if that's the case as it's still cheap on fundamentals.
I'm sure discussions were at an advanced stage prior to the AGM and positions were changed when the consensus became apparent. It would only take one or two major holders to start the ball rolling when the results were announced.
I think the key to developments here is in the RNS.
The Board has identified an interim chief executive and is in the process of finalising that appointment. That indicates to me that the major shareholders (40%) M&G, Canaccord and Close had pushed CEO change and already approached a candidate. The wording indicates this is not a quick promote from within as that would have been immediate. This has to be a person of skill and reputation so I do expect a significant rerate when it's announced. Direction of share price travel already makes me optimistic as the internal rumour mill is never totally secure. Interesting.
Any CEO worth his salt will soon chop and change the BoD and rationalise staff numbers to reflect contribution to group profitability. The foundations are there with top level security clearances across the group and access to that level of clientielle is very very valuable in itself.
Let's hope they have a transformational CEO in their sights - either that or the current situation may well trigger offers from an asset stripper. Really needs a total shake up as the value is certainly there, just needs a visionary to realise it and get the MCap to reflect it. I suspect a lot is happening behind closed doors involving the 3 biggest 40% shareholders.