1spatial Share Discussion Threads

[mcpaulas] 21/6/2013 16:46

mwaller,excellent bit of research,would be nice if this was to follow Wands recent share performance.So people exchange your platform tickets for train tickets and get on board.

[mwaller] 21/6/2013 16:26

I just wanted to finish up the week with a short post on some of my initial findings on WAND in context of SPA and a possible bigger picture orientation with David Richards and a speculative future direction which if even close to right spells very exciting times ahead for SPA and WAND.

Having looked through WAND and their core technologies and understanding - (they have some very impressive people and technologies - see below) and SPA as the only vendor with a Spatial Big Data technology for managing huge data sets - there is a possibility of very interesting synergy in the engine room(s) that could point to some interesting substance behind the scenes that could lead to some game changing partnering /offerings...

WAND released its first Big Data Product on a technology called Hadoop in February 2013. Its already taking off. Hadoop is pretty much turning into the global defacto standard for managing huge datasets. Its disruptive. WAND have added their patented technology to give Hadoop 24x7 uptime / resilience. This is the only vendor that has (can) done this - and is exclusively unique to their particular Hadoop proposition. (A reason I would offer for the rise in WAND share price and the bullish outlook given the scale of the BD market).

This uptime and resilience as we know is required for mission critical applications of a certain nature. Now with the SPA technology that is unique in its own way just like in practice a private "Hadoop" for Spatial Data, as its the only technology that can process huge spatial data-sets quickly and reliably (like for national agencies, military,federal civilian and increasingly mission critical commercial) what do you think a flavour / fusion of a WAND SPA enabled HADOOP solution could do in the Big Data market? It could be massive!

Their patents know-how and technologies (along with STAR-APIC) they would have the whole end to end raw data to content value chain, along with the supporting application development for presentation, storage and processing tied up. Pretty impressive.

Do they have the brains, pedigree, technology, clout and patents to make this interesting fusion a reality? Yes - beside the small army of PHDs sat in SPA, WAND have a proven game changing core replication technology invented by WAND Co-Founder Dr. Yeturu Aahlad, and the icing, they acquired Atostor In November 2012, which brought in a few Hadoop founders and pedigree big hitters:

Wikipedia:
WANdisco announced its intention to move into the Big Data market with the acquisition of Altostor. The acquisition saw Altostor founders and two of the core creators of Hadoop, Dr. Konstantin Shvachko and Jagane Sundar, join WANdisco, with another core Hadoop developer, Konstantin Boudnik joining shortly afterwards.

Altostor was also a Cloud based service - pretty interesting in its own right. These guys have all seen something - and there is some serious brains and capability behind this; so have the institutional's - could this be it?

Final food for thought: Quote from WANdisco's CTO and VP Engineering of Big Data, Jagane Sundar:
The cost of storing data on Hadoop is orders of magnitude cheaper than any of the alternatives. The only thing preventing Hadoop from becoming the de-facto storage solution for all data is the lack of enterprise grade high availability and disaster recovery solutions. Companies such as WANdisco are focused on addressing these deficiencies. Once WAN-scope continuous availability and disaster recovery solutions are available for Hadoop, its widespread adoption for storage of all data is inevitable."

What's one of the most important criteria beyond mission critical resilience and reliability that all cash strapped governments & agencies need for their citizens (not to mention profit hungry commercial enterprises)? Whats one of the biggest drivers (and barriers)to wide spread adoption? Cash and cost effectiveness!

With depth & breadth (Spatial and non Spatial) from Commercial to High Spec Military, with pedigree and expertise, with key patents along the whole value chain building the ever higher moat - This fusion could deliver on that in buckets...

Have a good weekend everyone!

[valustar1] 21/6/2013 16:23

The results are going to be released on the 1st July,it was in the recent circular


6. Current Trading and Outlook
The Company is optimistic about its future growth and prospects, given its technology which is strategically
placed in the current market place. The Company will release its audited year end results for the year ended
31 January 2013 on 1 July 2013. In the meantime the company issues a trading update to confirm the
following:
– Unaudited revenues for the year ended 31 January 2013 of approximately £12 million.
– Unaudited cash position as at 31 January 2013 of at least £3 million.
– Qualified pipeline of both 1Spatial and Star-Apic of £12 million.

[solarno lopez] 21/6/2013 11:01

Not sure about the wall don't have the confidence that I will get through, but will buy a ticket

[yump] 21/6/2013 10:48

mcpaulas
21 Jun'13 - 09:42 - 1180 of 1182 0 0
...Oh and don,nt forget the wand.

Presumably its platform 9 and 3/4 and run hard at the wall ?

[solarno lopez] 21/6/2013 10:01

hahaha thanks

[412069] 21/6/2013 09:58

Ive a feeling we could see some more news before the results due before 31/7.

[mcpaulas] 21/6/2013 09:42

Tickets look resonably cheap at the moment, could see a little more discount but not for long.Oh and don,nt forget the wand.

[solarno lopez] 21/6/2013 09:15

At what price should I buy a ticket !

[mcpaulas] 21/6/2013 09:11

This train is now building up a nice head of steam and will be leaving the station very shortly,anyone without a ticket will be greatly disappointed having missed the start of a very rewarding journey.

[412069] 21/6/2013 08:59

Worsley...you need an oncore mate we know all the above, Ha.

[worsleybird] 21/6/2013 08:55

and now for a sensible posting

ta da

"The geospatial data microcap is tapping new location mapping technology and remains very much in land grab mode. A possible break into the black ahead of schedule could be the catalyst for a strong rally. This is one potentially hot "big data" stock as 1Spatial uses its software platform to create, manage, analyse and display geospatial data for a range of clients with assets spread far and wide.

Customers include Unilever, Unisys, US Census, Ordnance survey, the Brazilian Army, and OS Ireland. The cambridge based HQ £27 million cap last month (24 May) tapped investors for £18 million to buy a 75% stake in Star Apic, a Belgium based provider of geographic information systems software and solutions, specialising in land and infrastructure management. Considering that some of the worlds biggest agencies already rely on 1Spatial (OS in Britain uses its software to update its records every day) this looks a smart move that will significantly add to the company's capability in the rapidly growing big data market. The fresh funds will also bolster sales and support a new Middle East office, allow ongoing research and development work and provide the fire power for more acquisitions down the line.

An early mover into the big data space 1Spatial chalked up revenues of £5.2 million last year to end January, but that figure was surpassed in this year's FIRST HALF alone, when sales jumped 146% to £6.4 million in the period. This implies something around £12 million to £13 million for the 12 months, when figures are published, probably next month. No forecasts are available but that could mean a break into the black.

Shares Mag Issue 24 20 June 2013
Cover Feature "Star Buys" - which stocks the BEST fund managers are backing now".

[412069] 19/6/2013 09:43

I'd of sold the lot and now be on my jolly's somewhere nice.

[mcpaulas] 19/6/2013 09:35

With all that money he has made from the rise in his share value can anyone blame him for wanting to spend some.

[mmelody] 19/6/2013 09:25

Would be nice if Dave could spare some pennies on SPA

[yump] 19/6/2013 08:37

We'll see I guess.

I'm feeling hesitant about the mix of people involved historically and currently. I bet nobody at the recent investors presentation for WAND, expressed any views that the share price was ahead of itself and yet 3 of them have now sold substantial chunks. Can't blame them, but I wonder what recent investors now think.

[yump] 18/6/2013 22:10

For want of a better word: B.....ks. For "in the know" substitute "know when they're onto a good thing".

A multiple of WANDS turnover has just been trousered.
Absolutely farcical.

But its supported by all the idiots who bought the share up to that level and will hold on for grim death because they actually believe the company has some magic formula.

Of course a lot of them will be doing it with other peoples' money.

Thank goodness I manage most of my own investments.

[412069] 18/6/2013 20:32

Mwaller.. Mr Richards knows his stuff so he's putting some eggs in a different basket, and demanded a place on the board for it im sure. He could of also been instrumental in spa buying Star. Should see his purchase in a rns soon. Hargreaves Hale say the share price should double/treble, then two more big insto's pile in. A few people in the know here I think.

[mwaller] 18/6/2013 18:06

Anybody catch this WAND RNS - Dave Richards has today reduced his position to raise a juicy £4.86M - wonder where he plans to invest that....Thoughts? I got some ideas...TIDMWANDRNS Number : 3243HWANdisco Plc18 June 201318 June 2013WANdisco plc("WANdisco" or the "Company")Share DealingSheffield, UK - WANdisco (LSE: WAND), a provider of high-availability software for global enterprises to meet the challenges of Big Data and distributed software development, announces on 18 June 2013 the following directors sold ordinary shares of GBP0.10 in the Company ("Ordinary Shares"):-- David Richards, Chairman and Chief Executive Officer of the Company, sold 600,000 Ordinary Shares at a price of 810 pence per share net of commissions. Following this transaction David Richards is interested in 2,783,153 Ordinary Shares representing 13.0 per cent. of the Company's issued share capital.....

[412069] 17/6/2013 21:12

Yet another big buy shown after hours. We need all the placing shares to be posted and then we can get back to normal. Plus we have to get the run up to the results out of the way. All smoke and mirrors at the moment

[412069] 17/6/2013 14:21

Some big hitters getting on board now lads, keep your fingers off the sell buttons. Lovely.

[tsmith2] 17/6/2013 14:16

nice meaty buy..

[412069] 14/6/2013 16:22

Cheers peter.
Hargreaves Hale could be in for more, if you look on the SPA web site they have a blank next to the amount of shares them and Liontrust own.

[peterwaller395] 14/6/2013 15:38

412069 you are right of course ............... we shall have to wait for the inevitable and all will be more than fine