I Read The News Today Oh Boy! 15-Aug-2019

Thursday, Aug 15 2019 by
4

Morning all!

Nanoco ( £NANO ) – 12p – £33m – PER n/a

Trading Update For The 12 Months To End July 2019 – Best results ever with Revenue at £7.3m, double last year and slightly ahead of market expectations, Cash at £7m. Major work programme as previously identified will not extend beyond 2019 but over 100 new patents have been granted and applied for during the year. No mention of Profit.

For me, it’s still a case of waiting for those actuals for this current loss maker.

Vianet ( £VNET ) – 120p – £34m – PER 12.6

Trading Update For The First 4 Months Of The Year – On course to meet FY market expectations, 3 long term contracts (£10m) underpin growth.

I quite like this but would like to see the actuals. Based on the latest Broker note this morning, in my opinion, looks way undervalued on a 1 Year view but cannot value on a 2 Year view due to negative EPS growth forecast for 2021E.

As always, all comment most welcome!

Unlock this article instantly by logging into your account

Don’t have an account? Register for free and we’ll get out your way

Disclaimer:  

As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


Do you like this Post?
Yes
No
4 thumbs up
0 thumbs down
Share this post with friends



Vianet Group plc is a provider of real time monitoring systems, data management services, and actionable insights for the leisure and vending sectors. The Company's segments include Leisure Services, which includes design, product development, sale and rental of fluid monitoring equipment, data management and related services; Vending, which includes design product development, sale and rental of machine monitoring equipment, data management and related services; Technology, which includes the provision of data management and technology related services, and Fuel Solutions, which includes wet stock analysis and related services. Its Leisure division consists of the core beer monitoring business (including the United States), and gaming machine monitoring. Its subsidiaries include Brulines Trustee Company Limited, Vianet Americas Inc and Vianet Limited. more »

LSE Price
122p
Change
 
Mkt Cap (£m)
34.8
P/E (fwd)
13.0
Yield (fwd)
4.7

Nanoco Group PLC is engaged in research, development and manufacturing of heavy-metal free quantum dots and semiconductor nanoparticles for use in display, lighting, solar energy and bio-imaging. The Company's products include Cadmium Free Quantum Dots (CFQD), CFQD quantum dot films, and copper indium gallium di-selenide (CIGS)/copper indium di-selenide/sulfide (CIS) nanoparticles. The Company's CFQD Quantum Dot Films features include ability to vary blue/red ratio per film; managing heat; customizable size and shape available, and designed to work in conjunction with light emitting diode (LED) from a range of 405 nanometers to 455 nanometers as required. The Company's CFQD quantum dots is a platform technology, which has various applications, including flat screen displays, LED lighting and bio-imaging. The Company's CFQD technology operates in display market, which includes televisions, monitors, notebooks, tablets and smartphones. more »

LSE Price
11.9p
Change
-2.9%
Mkt Cap (£m)
35.0
P/E (fwd)
n/a
Yield (fwd)
n/a



  Is LON:VNET fundamentally strong or weak? Find out More »


Please subscribe to submit a comment






Stock Picking Tutorial Centre



Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis