Wandisco Share Discussion Threads

[montyhedge] 20/1/2016 17:30

Fund raising must be on the cards.

[bakunin] 15/1/2016 11:34

Worth a long punt at these levels.
It was an obvious short while they were gobbling up cash developing the Fusion product "in the lab".
But, a watershed may be nearing.
Anyone who works in IT will know that the technology is awesome and unique.
They've got on board a genius, Yeturu Aahlad, who made and patented significant enhancements to the basic Leslie Lamport algorithms and 2 of the guys who did the original Hadoop development.
They are developing complicated software at a fair old whack.
They are now ready to ship product into a Tornado that is about to explode, ie cloud-based data centre infrastructure underpinning countless concurrent trends such as IoT, enterprise cloud migration driven by cost, etc.
Even Intel in its statement yesterday is positioning for the new data centre world.
What WAND have will be an absolutely essential part of this and may even be one of the last parts required to enable the Tornado to take place, ie data centre replication.
Their WAN-based replication has the potential to enable ALL the world's data centres to be seamlessly connected and "bullet-proof"!

The punt is that the funding issue gets solved in an innovative way. There are too many hot shot developers with stakes in the company for it to be allowed to go bust and the technology picked up again by the same/other individuals. The technology is too hot for it to just disappear from the scene. Richards has had his fingers burnt by venture capitalists in the past, so I reckon he will be looking for something that keeps dilution to a minimum. He has played a good game on the funding so far (only 30m shares in issue).
It almost seems like a no-brainer that the likes of Oracle or Intel take a stake in the company, integrate Fusion big-time into their own data centre offerings and, thus, fund it across the Chasm through to the Tornado.
N.B. WAND have been working closely with Oracle and Teradata and the "whales" will take over from the likes of Cloudera and Hortonworks once the market is fully ripe.

[shaunstar] 06/1/2016 18:08

I've added a short here - expectation of 0 cash by mid year. Raise likely before end of yr results in next few months...

[rathkum] 10/11/2015 20:32

Will soon run out of cash. What's next Another fund raising? This is going nowhere.

[wiseacre] 10/11/2015 15:11

Looks like a turkey i.e. can't fly.

[yump] 23/9/2015 14:03

The thing is, what's the next techy buzzword that can be used to float a company with no business model that actually works ?

Basically this went up on the basis of the words: "Big Data" and not a lot else.

Goes to show you can still get a great price for Tulips - just wait 10 years between each mad period and everyone will have forgotten it.

[davidosh] 23/9/2015 10:58

It looks like they are totally dependent on the bank support or they would be doing an immediate fund raise. That suggests there will be one very soon or the bank will pull the plug. They will see on a regular basis that losses are not falling. The big data revenues are a fraction of what they need to make this profitable it seems.

[itchycrack] 23/9/2015 10:06

Stay SHORT, this will be a penny stock soon, from hero to ZERO!!!! :-) :-)

[phowdo] 23/9/2015 07:45

Still loss making.
"Big Data" revenue still tiny.

[itchycrack] 25/8/2015 08:58

Stay short, they'll soon run out of money and in this current economic climate will either have to be extremely heavily discounted, or they'll just go bust!! The gift that keeps on giving! From hero to zero! :-) :-)

[phowdo] 25/8/2015 08:39

Below the IPO price now.
IMO, still quite a way to go yet...

[itchycrack] 30/7/2015 08:36

This has been one of my best shorts ever, just continues to deliever!

[parvez] 30/7/2015 07:56

bloodbath here IMHO

[phowdo] 30/7/2015 07:37

Revenue up marginally but bookings down a whopping 30%.
No wonder the CEO dumped his shares at 800p a while back.
This is going to have to do yet another cash raise.

[kendonagasaki] 09/5/2015 19:10

Looks like a lot if consolidation in this market place!This company will be swept up for peanuts as its continues to lose market share and costs rise.There may be many amongst you who have no stomach for further funding this mangy old dog with fleas?Cash burn is getting critical here also...best yo use your business head rather than your heart!The facts speak for themselves.

[kendonagasaki] 08/5/2015 22:47

It does not require a widget!It requires a valid business model?This is over valued at £1.50p and 1.25p....Overvalued and out of steam!

[kendonagasaki] 01/5/2015 17:15

Not looking good here?Cash burn is toxic and they don't expect to make a profit for 2 more years?...Got sell written all over it!

[blah blah] 26/4/2015 10:12

I wondered why it went up on Friday - now we know. Another spike on Monday then back to earth, I reckon.