Added to YB: 2026-07-14
Pitch date: 2026-07-10
VNET.L [bullish]
Vianet Group plc
-0.75%
current return
Author Info
Wizard's Winners shares Magical High Upside Stocks with asymmetric Risk/Reward profiles. I cover typically smallcaps and microcaps that are often misunderstood with significant upside when calculated via probabilistic future cashflows. Sign up for the newsletter.
Company Info
Vianet Group plc provides smart, cloud-based, and Internet of Things solutions to the hospitality, unattended retail vending, and remote asset management sectors in the United Kingdom, the rest of Europe, the United States, and Canada.
Market Cap
GBP 18.9M
Pitch Price
GBP 0.67
Price Target
2.00
Dividend
3.61%
EV/EBITDA
9.71
P/E
46.50
EV/Sales
1.22
Sector
Electronic Equipment, Instruments and Components
Category
growth
This Under-the-Radar IoT Winner is a clear 3x from here - grab it before it flies - $VNET.L
VNET.L: UK IoT hospitality/retail play at 66p, past capex-heavy 3G-to-4G cycle, now capex-lite w/ 88% recurring rev, sub-2% churn, 68% GM, 80%+ incremental margins. Net cash £0.44m. Catalysts: 4x UK TAM via Beverage Metrics + US rollout via Fintech Inc (240k endpoints). NPV 153.6p base, 4.8x bull; 3x target £2. Risk: rollout timing.
Read full article (10 min)