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
  +0.00p +0.00% 950.00p 940.00p 960.00p 950.00p 950.00p 950.00p 27,040 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 14.5 -10.4 26.7 33.5 397.13

Wandisco Share Discussion Threads

Showing 3351 to 3373 of 3375 messages
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DateSubjectAuthorDiscuss
17/8/2018
10:05
No trades. I assume all have their positions ahead of the update.
tickboo
17/8/2018
09:48
Ha, good point! That would be a kick in the balls.Here's hoping for an update early next week and something in the RNS that explains the delay and something positive!Have a good weekend all.
tickboo
17/8/2018
09:42
Tickboo Let’s hope they don’t go for a late afternoon Friday release ;-) Well have a great weekend .. I must admit I have almost got tobthe point where I will settle for the Full year !!!!
knighttokingprawn
17/8/2018
09:00
Small mercies that we did not have an RNS this morning. Hopefully one lands early next week and not with dilution ;)
tickboo
16/8/2018
16:44
Understood but they do have Alibaba (embedded in their main cloud products), Microsoft, IBM, Oracle and other major players reselling for them. As you know, cloud is most of these cos fastest growth area but I also agree wand needs its own direct sales team and channel partners to work with the OEM lot. We'll agree to disagree and should find out this month!
tickboo
16/8/2018
16:28
Ok go take a look at all the recent billion dollar software IPO’s in the us and then compare wands balance sheet and spend in sales and marketing with theirs .. trust me for a company with multi billion dollar market calls ambitions they haven’t got a big enough balance sheet ...
knighttokingprawn
16/8/2018
16:23
Assuming they still have circa $20m in cash surely there is no argument/need to raise cash? They could hire 50 top sales guys on $150k base with great bonus structure on sales and still have change for say 25 engineers on $250k and still have around the same left in budget for channel partners.
tickboo
16/8/2018
16:19
Tickboo.. I have never really understood the dilution argument in a growth stock ... mature stocks yes .. you have visibility on the dilution.. but with growth stocks one mans equity growth is another mans dilution.. and if we believe the opportunity is large .. we should be happy to fund it! Getvthe numerator Up ( future earnings)... and the denominator we can surely tolerate and increase in ... ( share count) ..
knighttokingprawn
16/8/2018
15:08
I can't see major shareholders or otherwise will be impressed with unnecessary dilution. I mean say they've spent an additional $7m in 6 months on channel partners, engineers for execution, direct sales people, marketing etc they'll still have $20m. They were pretty much break even so I'd be surprised if they're raising more cash. It is odd we haven't had the update so something smells fishy but I disagree it's dilution.
tickboo
16/8/2018
14:52
To be clear ; a cash raise does not mean lower stock prices ! But I am betting that’s what it is ... They are clearly fiddling around with something that directly affects major shareholders IMO .. it could be one of their OEM relationship takes some fresh stock .. but way fanny around waiting to talk about a deal ? They can talk about a deal when and if they sign it !! .. the numbers and the back story will be an over the wall conversation.... that’s my bet.
knighttokingprawn
16/8/2018
13:23
I agree and think it highly unlikely they'd be another cash call with what should still be a very healthy balance sheet and so soon after the last. Perhaps it is a chunky contract they're waiting to get over the line. Looking back they like a big contract alongside a trading update. Hope so anyway!
tickboo
16/8/2018
13:15
I emailed the VP of PR and got a response from someone else, that the trading update would be sometime in August, so don't expect anything immediate, could come in 2 weeks.
qruz
16/8/2018
13:02
WAND needed to raise $10M last December at 550p but such was the demand they raised $22M. The main purpose of that fundraising, I believe, was to beef up the balance sheet to satisfy large customers that WAND was more than just a tiddler. I don't think they need to demonstrate that again and they won't have spent more than a few million since then so I can't see them tapping the market for more just yet. The fall in the share price from £12+ to £8- sounds a lot but it has not broken the broader uptrend. Imo it mostly reflected the lack of newsflow, not any fundamental concerns. I feel that the chart is pointing to a tertiary up-wave which should at least regain the recent highs and with any market tailwind and good results my target is still £15. (nb. It won't go up in a straight line)
horneblower
16/8/2018
12:44
Yep I get ya but at YE they had over $27m in cash so it'd be a shocker if they wanted to raise more cash!
tickboo
16/8/2018
12:31
Bankers! They want paying I guess... maybe the direct sales effort needs more juice .. as evidenced by would appear to be a blah first half? OEM strategy has limitations and we may be witnessing what they are... it’s still largely an evangelised sale... if they want to go to the us .. they need more visibility and the ability to report a quarter without dependence on the indirect channel.. that’s how I would pitch it .. if I were a banker?
knighttokingprawn
16/8/2018
09:48
I can see your point but I'd be shocked if they're trying to raise more cash if it's not necessary. They'd be diluting themselves and to what end when the balance sheet is good and they've got deals with all the major cloud cos.
tickboo
16/8/2018
08:54
Tickboo, Better that than Friday. I am getting a strong feeling that some form of corporate action is coming.. and despite fact that they have raised cash , I cant think of any other reason that they would delay something that they would have had the data on 4 weeks ago.... irrespective of the quality of the numbers why delay? They have also said that they are hitting market expectations ( if thats true given the hand wringing and the trip to £7.50 that actually would be a good thing).. So something is clearly up... I agree with all on the board that money isnt necessary ..but bankers get paid by arranging deals and frankly liqudity (if you can make the case for it) is always necessary.... so I suspect there is some pow wow going on ..maybe new money , maybe existing guys over the wall... but this smells to me of banker action....
knighttokingprawn
16/8/2018
07:55
Well here's hoping we get the update on Monday!
tickboo
15/8/2018
17:37
At least thats consistant with the last 6 months... and that is a good thing
knighttokingprawn
15/8/2018
17:11
I spoke to PR also. The Government cloud agreement does not change financial forecasts in any material way. No real answer as to what has caused the delay in releasing the trading update. I expect it will be with us tomorrow morning.
vanadiumx
15/8/2018
17:07
Squeaky bum time! Whoever is managing that particular fund will be under some pressure.
tickboo
15/8/2018
17:06
It wasn't actually a contract win but they're now on an approved roster with lots of other cos so isn't deemed material.I spoke to their PR co.
tickboo
15/8/2018
17:04
Iwonder how are swedish friends are feeling..... ? They were hoping for Friday off surely!
knighttokingprawn
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