Share Name Share Symbol Market Type Share ISIN Share Description
Wandisco LSE:WAND London Ordinary Share JE00B6Y3DV84 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +26.50p +5.77% 486.00p 480.00p 492.00p 497.50p 459.50p 459.50p 191,850.00 16:13:30
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 9.2 -8.1 22.7 22.4 182.00

Wandisco Share Discussion Threads

Showing 1026 to 1050 of 1050 messages
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DateSubjectAuthorDiscuss
29/4/2017
13:07
To be fair if they only burnt $200,000 in Q4, neutral in Q1 albeit with a rebate, $4m contract already this year it seems a little negative predicting $3-4m loss but that's not a bad thing in terms of exceeding expectations. Hoping to get another 5,000 in 4-6 weeks so hoping it plateaus. Sure they'll be a fair bit of buying in the lead up to the interim's and hope I can top up beforehand.
tickboo
29/4/2017
12:47
looks like lazy journalism with those one liners
opodio
29/4/2017
12:40
Thanks Bapodra. Interesting. Hopefully this quarter will be cash neutral without help from R&D rebate. Nearly did so in Q4. We'll see. More chunky contracts will help!
tickboo
29/4/2017
12:13
WANdisco’s cash inferno ends but burning questions remain Another £3m-£4m will be burnt in the next three quarters, according to analysts It’s a tech group that boasts Amazon, Google and IBM as partners, operates in the hot sector of big data cloud-computing, has a visionary co-founder and chief executive, and reports record contract wins with multinationals. Do you think it is American or British? Here’s a clue: it is on track for 2017 revenues of $16m and year-end net cash of $4m. Here’s another clue: these are not typographical errors. It is easy to be a little underwhelmed by WANdisco, the UK’s dollar-denominated “world leader in active data replication” — previously better known for active press release distribution, cash incineration and boardroom counter-revolution (its CEO was ousted and reinstated inside a week last year). Easy, but perhaps a little over-cynical. After Monday’s trading update, the market seemed extremely whelmed: WANdisco’s shares rose by 20 per cent, on signs it might finally be turning the corner, and into that UK tech giant its press releases suggested it could be. Alongside news of its largest ever contract, worth $4.1m with an unnamed bank, WANdisco disclosed “cash flow neutral performance in Q1 2017” — meaning it ended the quarter with the $7.6m it started with, as its cash burn fell to zero for the first time since it floated. Now, the question is: can the contracts and the cash preservation be actively replicated? In the case of the former, the signs are good. Wandisco’s main product is Fusion, software that enables big businesses to move vast quantities of critical data seamlessly between the cloud (big grey computer servers accessible from anywhere) and disaster recovery sites (big grey computer servers in safe places) without any downtime. In big data, this is a big deal — large scale transfers usually involve service disruption. Fusion can also be used will all kinds of data storage systems. That exposes WANdisco to a fast growing cloud computing market: analysts at Edison note that Amazon Web Services revenues grew 55 per cent year-over-year, to $12bn, in 2016, and even the specialist cloud data migration market is forecast to grow at 24 per cent, to $7.5bn, by 2022. WANdisco’s partnerships with AWS, through which it secured a contract of unspecified value with gaming group Playtika, and with IBM, through which it gained a 5,000-strong sales force and Monday’s deal, mean revenues could well beat 2017 estimates. In the latter case, however, the signs — or rather the singes — appear less good: cash burn may have stopped last quarter but this was partly thanks to a tax credit and “expense efficiencies”. Another £3m-£4m will be burnt in the next three quarters, according to analyst forecasts, before the group gets close to cash flow break-even. It will be easier to ignore the smoke if more cloud deals come via Amazon, IBM and others — preferably with named clients and larger numbers. To justify an enterprise value to sales ratio of 10 times, WANdisco needs to look less like a tech tyro. Or a tech typo.
bapodra_investments
29/4/2017
12:01
Interesting the estimate is still to make a loss but makes good reading nonetheless. Can someone please paste the FT article on here? I'm too much of a pikey to subscribe!
tickboo
29/4/2017
11:28
WANdisco: Good Progress Continues hxxps://www.investing.com/analysis/wandisco---good-progress-continues-200184656
bapodra_investments
29/4/2017
11:27
WANdisco’s cash inferno ends but burning questions remain https://www.ft.com/content/15c4894c-28f8-11e7-9ec8-168383da43b7
bapodra_investments
28/4/2017
10:06
Looks like the MMs are responding some more to the break even RNS, obviously a great contract win but importantly cash in the bank, no cash burn, credit facility too and massive potential, washoping to get another 5,000 in a month or so am relaxed if we stay around here until then!
tickboo
28/4/2017
09:54
Tipped somewhere?
nurdin
28/4/2017
09:48
Tickboo,You are very patient mate. I think we will be testing new 12-month highs in a week or two.
rafieh
28/4/2017
09:02
A nice 35,000 or so buy over ask, momentum looks like it's coming back. LET'S GET BACK TO £5 then the nearer to the interim's we get we should go past the 12 month high.
tickboo
27/4/2017
10:13
I was watching this and thought I'd wait until the cash burn had stopped which I thought might be at the interim's. I then impetuously decided to buy as thought news on breaking even would put this higher which it has done. I don't think any doubt the technology and the IP means it can't be copied, it's a market that's growing massively each head which is why although the last contract was 1/3rd of last year's small turnover the potential is massive so I don't think it's overvalued now (given cash in bank and at least braking even). I can see this moving quickly above the 12 month high ahead of the interim results and if positive and big data still progressing we could quickly see double digits again. I've got 30,000 so am biased but the potential for their unique, no downtime technology is why I'm here. Will also add on any dips.
tickboo
27/4/2017
09:57
Well, Paul Scott may have bagged his winnings but is still watching with interest (I recommend stockopedia wholeheartedly) and SHARES magazine has WAND as a recommendation. hxxps://www.sharesmagazine.co.uk/article/wandisco-makes-cash-burn-breakthrough
runthejoules
27/4/2017
08:08
1000 @ 464. Will add on any major dips. I work in a similar sector and this tech is something all business need and want. Being able to reduce down time by mirroring provides a massive cost benefit case for this tech. Once proven and rolled out I can't see it not flying or being brought out by a bigger player.
acefromspace
26/4/2017
17:43
At what price? Lots of big sells showing as black on here though. MMs happy to take them which is good. Onwards and upwards.
tickboo
26/4/2017
17:30
I got some more today and it shows as a sell.
acefromspace
26/4/2017
10:52
The MMs seem keen to take this higher but lots of drip drip selling. I guess we won't have another update until July time (ahead of the interim's) unless we get some more chunky contracts that deserve an RNS. I'm expecting some more cash in the next 2 months so hopefully we won't go too much higher and I can get another 5,000 or so.
tickboo
25/4/2017
12:17
4 or 5 MMs at £4.50 so should be okay at this level unless loads of sells flood in. When they went up to £15 (albeit on fewer shares in issue) it was on great IP but hype especially with the cash burn they had then. That is no longer so I'll be holding until the end game. The no downtime, cannot be copied, more patents pending. Sure more contracts will be announced and given no cash burn in Q1 profitability this year looks likely. Good times ahead surely.
tickboo
25/4/2017
08:32
Follow the trend on WANDisco. If the next upwards trend is anything like the one a couple of years ago then it will be a monumental move and extremely profitable for those who get in now or got in a lot lower. Don't forget your stop losses or trailing stops in case there is any bad news along the way and you need to take profits.
bapodra_investments
25/4/2017
07:40
Good point on the testing. Sure more large contracts to come our way, lots of great case studies for marketing and the resellers to use. Massive potential and now with cash in the bank and not leaking money no longer over valued.
tickboo
24/4/2017
13:58
What is significant about todays announcement,apart from the value and the quality of the client, is that this complex bit of software has been thoroughly tested and verified by what looks like a large,reputable financial institution. That is the best advert they can have for the product.That should give their marketing effort a huge boost imo! Watch this space I say.
nurdin
24/4/2017
12:44
Shareprophets: I previously wrote on WANdisco (WAND) in January – ‘one quarter does not an investment make, but offers some encouragement for shareholders’. The following updates with the shares currently on the rise on the back of a “Significant customer win and Q1 update” announcement. This emphasises a “record $4.1 million contract with major financial institution” and “delivered cashflow neutral performance in Q1 2017”. The contract is for the company's patented big data and cloud product, Fusion – noted to have been selected by the client after an extensive period of testing deemed it to be the only enterprise-grade solution able to support critical Cloud and Big Data applications. In terms of cashflow, the company noted a “combination of strong prior quarter bookings, good cash collection and expense efficiencies realised in the quarter, along with the receipt of the annual R&D Tax Credit from HMRC”. The cash information suggests the reported a particularly good quarter on that front, though the announcement does also include “we continue to see increasing traction with WANdisco Fusion, which is providing the foundation for our strong order book and sales pipeline for the current financial year”. There continues to look a way to go to be able to justify the current valuation here, but the recent trading and cash flow trends will see me continue to monitor with interest. - See more at: hxxp://www.shareprophets.com/views/28643/wandisco-record-contract-win-q1-update-offer-some-further-encouragement-but#sthash.2nhPnLMP.dpuf
runthejoules
24/4/2017
12:01
I agree. The momentum for WANDisco is building up slowly. The share price has recovered from its lows. If further significant revenue enhancing contracts are announced then this will be challenging for a £500m market cap rather than £250m market cap. It is exciting times for WAND and hats off to Dave Richards. I bought in this morning and will be looking at £10.00 medium term and maybe even £20.00 longer term. I think short term this is looking at breaking £5.00 with no real problems. Once the trend followers join the party and start adding as the price goes up then the move and trend upwards could be a big one. I am sure many will remember the previous big move from £2.00 to was it around £15.00 - £18.00. I cannot remember but it was a couple of years ago.
bapodra_investments
24/4/2017
12:01
Tickboo I don't know much about the technology except it sounds amazing so thanks for your reassurance. I think we're onto a winner 'ere Trig... And thanks Nurdin, but for some reason I can't get through to the article, any chance of a cut & paste please? So what are your favourite big data plays guys & gals? I was in SPLK for a while, but it mainly tracked sideways... I'm guessing Alphabet is the safest!
runthejoules
24/4/2017
11:31
We may not have to wait that long if they announce one or two more deals like the one today ! :o) Seems to me the business is gaining strong traction now.
nurdin
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