Wandisco Share Discussion Threads

[scantrader] 10/2/2016 14:23

Tom Win's analysis of this



Don't suppose that will go down well with his hateful critics.

[battlebus2] 10/2/2016 13:55

The more i read this co the more i like so i've added again. Seems to be a few buyers around putting substantial amounts in.

[shaunstar] 10/2/2016 09:49

Yup HSBC facility is to support new business only....the fact its unused says it all.
I'd expect placing announcement on same date at results release 16/03. Beyond that - no long term view on this company - other than its a serial dissappointer and i'd say there are better turn around punts (but respect considered views otherwise).

[battlebus2] 10/2/2016 09:41

Thanks steg, took an initial position on a long term view, certainly has possibilities but like you say caution needed.

[tickboo] 10/2/2016 09:29

I need to look back but thought there were conditions re the HSBC facility. Once I'm sure there will be no further dilution I may well invest but not until then. Will be interested so see the full year accounts when published in March.

[stegrego] 10/2/2016 08:46

I'm sure I read the HSBC was only for use to support certain types of contracts.

I'd be very very wary here.

[battlebus2] 10/2/2016 08:08

Looks to me to be a company on the turnaround stage, winning contracts, cash near break even and still the credit facility with HSBC as back up.

[shaunstar] 10/2/2016 08:07

Oh i use IG and Spreadex mainly.

[modform] 09/2/2016 22:23

Shaun, I don't understand your short strategy at all.You short wand at 75p, so the max gain is 75 points, but where do you put the stop. The share price is now 185, so you have lost 110 points ignoring the spread, so you have lost much more than you could have gained had share had gone to zero. I do short shares, but from my experience the only way you win is to have tight stop loss.Which gambling house do you use to short

[shaunstar] 09/2/2016 20:32

Lol Bakunin - i wish i was a professional trader but alas i'm not that professional and not that rich.

You don't need to resort to making assumptions about my motivations or character. Please leave the venom out of a friendly discussion. And i don't claim to know more about IT or anything else for that matter than you - except perhaps whats about to happen to Wandisco's share price :-p

I am short, this was a great short and now its a cracking short. I'm really not desperate - you might tell that from the length it took me to reply to your previous garble.

I state the facts as i see them, and i trade on them.

Facts are:
- Wandisco is running on fumes and in all previous cases like this on Aim the company raises money by dilution. Its a hallmark of Aim.
- sales slowed in 2015 and average deal value declined too.
- the company is now at £0 cash in the bank with costs greater than revenues

Your argument is all about Jam tomorrow. Like its been Jam tomorrow since they listed (and before if you think that the company was founded 11 years ago).

Time will tell, gla,
Shaun

[battlebus2] 09/2/2016 20:18

Anyway it was another great performance today, up 16%. All the more pleasing given market forces.

[bakunin] 09/2/2016 09:34

For the benefit of PIs:
It would appear that shaunstar is short from circa 75p.
Just checked on IG. WAND cannot be shorted; it is marked as unborrowable.
IG is the biggest of its ilk that give PI traders a means to short.
Therefore, it would appear that shaunstar is a professional trader who has had to actually borrow the stock in order to take out a short.
As of yesterday, and concluding from his venom, he is obviously still short and getting desperate.
When he has to close that short, there is obviously going to be a big extra fillip to the share price.
These professional shorters never work alone. The act in concert like a pack of wolves.
So one might expect a surge in the share price if/when they have to all close out.


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shaunstar 6 Jan'16 - 18:08 - 665 of 679 0 0

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

[bakunin] 09/2/2016 08:36

Well shaunstar has been advising shorting the share from 80p with very simplistic "I have seen this all before" type reasoning.
Sounds increasingly desperate.
This is a share to accumulate bit by bit for the L-T along TALC principles.
Fund managers have been doing so.
Unless you are a trader and have got to pay daily funding costs, WAND has been selling at a very reasonable valuation given the L-T potential. Ideal for those who can sit on any possible S-T setback and wait for the strategy to evolve.
I'm not going to enter into tit-for-tat "I know more about technology than you" with shaunstar.
He obviously has nothing to say of any import other than "this is just another promise-a-lot tech company".
But, there again you wouldn't if you were desperately short from 80p, would you?
You need to spread fear. Fear is not created by talking logic.
Eventually, WAND will need to raise money. The question is how.
Ever considered the close relationship between WAND and Hortonworks (which has just raised close to $100m to fund, among other things, acquisitions) and the close relationship between Hortonworks and Microsoft/Yahoo?
Do you know what Microsoft Azure is, what it represents for the future of Microsoft, how it and AWS are currently at the front of the pack (Nadella's big achievement) and why WAND's technology could be very valuable for Azure's operation?
If you know IT, you will know that any serious IT person will tell you that Microsoft has always been very short on bleeding-edge capabilities. They always end up buying that in. They've just spent $250m on a minnow UK start-up that does something as "complicated" as predictive text analysis! Now, let me think, how difficult is that compared to active-active replication?
For those who do read carefully what posters say, I am merely surmising one of the many ways in which funds get raised in the world of tech eg Intel/Apple taking stakes in IMG when it was an unprofitable, cash-guzzling, tech-savvy operation with seemingly slow-growing revenues about at the level of WAND today.
Knowledge of the technology usually wins out. Problem with a lot of UK tech companies is that they don't communicate to the outside world what they do, usually because it doesn't amount to anything impressive.
Not the case with WAND. They amply communicate their technology and strategy, allowing PIs with tech knowledge to make sound judgement one way or the other. If you think that WAND just does simple master-slave replication, that has been around for years, then you will obviously not think much of WAND's prospects.
By the way, shaunstar, Hortonworks also has a close relationship with Teradata. I can remember when replication in a Teradata environment was done with TOPEND TM/replication. That was almost 25 years ago. Strange that Teradata are partnering with WAND if WAND's active-active replication is nothing special. Strange that nobody has come up with reliable, LAN-speed active-active replication in the last 25 years. It would have saved big data institutions like banks a fortune. Well, now it's been invented, it will be copied by everyone else, won't it? Well, I suppose it might be in China where US patent law is flaunted. But, the big banks won't buy from a Chinese tech company that is in breach of a US patent.

[modform] 08/2/2016 23:20

Something is up here, I am in from 105p, I don't think it's just a placing that pushing the share price up. I may sell half and bank some profit, there's certainly demand for the shares, but we'll see.

[battlebus2] 08/2/2016 22:35

Hope your wrong shaunstar as I've bought a few :))

[shaunstar] 08/2/2016 22:14

Bakunin - you are either deluding yourself or purposefully misleading others who may be reading. Your long post mixes in various unconnected IT terminology and technologies, presumably to give WanDisco some sort of inferred credibility. In fact you could copy that post and post it on one of the many other next big thing IT companies on AIM.

I would point out though that WAND, like others, has promised to be the next big thing before. The long term share price shows us that this was once a much much larger company promising the sort of transformational product that investors got excited for, only for reality to set in.

Now, at a point where the company is right now out of cash, we are supposed to believe once again that this company has developed a groundbreaking and revolutionary technology? Pull the other one.

Sales head way is not impressive - listen to the interim results webcast and check RNS's - sales has slowed. Sales have not only slowed in 2015 but average deal value has also declined. The figures show it clearly. Oh and those impressive client wins announced 23rd Dec - theyre not material. If the figures were in any way impressive - WAND would have published the £ value, but they didnt. This says it all.

Reality is this is a dog with fleas about to be put down, no 2 ways about it. Its another pre placing pump - the kind i have seen so many times before. It's out of cash, spending vastly more than it makes and is heading for a dilutive placing - IF they can get one away in this market.

If you are able to get a short on now, its free money.
All the best,
Shaun

[luckymouse] 03/2/2016 01:48

target reached - might be a bit more in it

[bakunin] 01/2/2016 09:27

shanstar
Not dreaming.
Have worked in IT all my life.
I know DR and transaction managers well.
We are talking NO DOWNTIME whatsoever and NO DEDICATED SWITCHOVERS.
All in the cloud.
Ideal for the public cloud when you're a big boy and you're negotiating dedicated resources.
Cost savings will be enormous for serious outfits like banks that want 0% and also want the data centre savings.
WAND was an obvious short while it was "in the lab" but no longer imo.
All the software outfits with platform/horizontal offerings start off as tiddlers.
Check out the likes of HDP etc
The revenue is non-existent for quite a while and the accumulated losses are significant.
Then they either cross the chasm or not.
Richards talks at length about the TALC.
I'm happy he knows how this works and he knows how to communicate it to the US investment community.
What he is doing to get a discontinuous enabling technology adopted is textbook.
First bowling pin was SCM. Nice easy market to get the technology out.
Job done.
Second bowling pin is Big Data. And they're targetting the big IT users now that they have a couple of years of engineering experience under their belt.
Sales headway is impressive considering the usual lengthy sales cycle with the big boys.
But, the Amazon AWS phenomenon has already reached tipping point and seems to be accelerating.
They shouldn't have too much trouble convincing knowledgeable investors about how they can ride this wave. They will get the money they need and on reasonable terms imo.
The bowling pins are limitless really: IoT etc etc
They've obviously been working on a 3rd bowling pin this last year. You don't spend that amount of money on just maintenance for existing offerings.
I am looking for an announcement of something new to accompany a capital raising.
Good luck.

[shaunstar] 30/1/2016 11:11

bakunin- all those things might be true (but theyre not, those companies have their own DR capabilities and would not turn to a serial disappointing tiddler for anything. Theyd develop it themselves for less and better quality for starters.)

10m loan facility is for new business only, not allowed for general expenses which are high.

Fact is, WAND is out of cash right now. Dream for the future all you like but this is the pre placing pump. Seen it time and again.

Discounted placing within 6 weeks guaranteed.
Shaun

[saturn5] 29/1/2016 18:16

needs funds asap

[bakunin] 29/1/2016 17:16

Don't forget the $10m unused credit facility.
AWS has become a major profit centre for Amazon.
Major enterprises are currently rushing to migrate to the cloud while they can get preferential terms.
Microsoft, IBM, Oracle etc are all positioning for the salmon run.
They are ALL potential customers for Fusion and or partners for WAND.
DR is a necessity for them and WAND will be on their checklist.
A slew of announcements over the next 6 months would get the share price moving and then they will raise funds.
Average deal size is currently $500k a/c to Richards.
The last 2 announced were $1m.
The cloud opportunity isn't going away.
Well, that's what OppenheimerFunds think.
There are plenty more financial institution customers to target and they will probably become their main bowling pin.

[shaunstar] 29/1/2016 11:34

Yup - look at chart and recent 50% rises followed by large declines.

Wandisco are out of cash with final results out in 6 weeks. Placing within next 6 weeks a near racing cert.

I've increased my short this morning.

Shaun

[phowdo] 29/1/2016 11:03

This looks a bit perky.
One wonders if it is just a Pre Placing Pump by the usual suspects...

[luckymouse] 27/1/2016 06:03

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