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Share Name Share Symbol Market Type Share ISIN Share Description
Wandisco Plc 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
  4.00 1.28% 316.00 312.00 316.00 316.00 312.00 314.00 8,336 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 7.7 -26.2 -49.7 - 188

Wandisco Share Discussion Threads

Showing 5426 to 5447 of 5450 messages
Chat Pages: 218  217  216  215  214  213  212  211  210  209  208  207  Older
DateSubjectAuthorDiscuss
20/9/2021
22:15
My guess is boring technical issues, there are some new accounting standards that have caused delays e.g. NCC Group. Don’t think it is good or bad.
blah blah
20/9/2021
17:38
Maybe they're hoping for something to close in the next week, allowing them to paint some post period gloss.
bamboo2
20/9/2021
17:03
Can we read anything in to delayed results ? Good or bad ?
maxim1999
20/9/2021
16:32
David can't face it this week. At least the rns implies that there actually are some results to report.
bamboo2
16/9/2021
10:29
The 2 trends that might help are new devs in health & mass crypto, perhaps. This is a very, very small dabble for me on the back of other interests. D-Day coming where there will be no dodging showing growth. Mass reconciliation in real-time and mass anonymized patient data trends. Both will be big but will WAND be in there as a supplier of needed capability?
p1nkfish
16/9/2021
07:22
Have to wonder if ONT data migration to Oracle cloud will involve WAND? Some other areas too coming along in health. Answer is probably no but does look like a need.
p1nkfish
14/9/2021
11:59
After a rapid rise, I will still be in loss. Today 100 bought, 5000 sold, and we're up. Explain that to me.
high park
03/9/2021
18:48
Without fail I have found the holders here to be a decent bunch so in many ways I would like them to do well, but for the avoidance of doubt I think this company is a stinker. Hopefully it gets a bid or a rapid rise and you can all make some money and move on.
blah blah
03/9/2021
15:34
Blah blah, I agree the balance of history is with you and I completely understand why anyone would be sceptical. I've bought recently, adding to a small longer term long. if the results or the update aren't telling me what I want to hear, I will move on and hopefully it won't be too expensive. That said, I hope for solid progress. Regards
bg23
03/9/2021
10:45
Not having a go at you, bg23, you are entitled to your opinion, it's your money. But let's look at the history as a guide. This has been listed for somewhere around 9 years (!) and has always claimed to be a growth stock and last year it did $10m of revenue (!!) and made an EBITDA loss of more than $20m (!!!). I don't mind losses if it results in rapid revenue growth but it did $8m of revenue in 2012 (!!!!). So it has added $2m of revenue over an eight year period. The thing it has done best over the years is raise money by peddling a story about how good its tech is and how important it is to the cloud. Well it seems to me the cloud has grown a bit faster than WANdisco has, so maybe it is not as important as it would have you believe.
blah blah
03/9/2021
10:35
''Absolute guesswork re target price'' - agreed, its just my thoughts. As to valuation, the company re-confirmed their turnover target at the last hearing, and whilst I agree, they have a history of missing their own targets, I feel that the full integration into MSFT/AWS will be the absolute kicker. It feels to me that rather than playing catchup they are now on the front foot. Would 10 or 12 times t/o really be an outlandish valuation on a US listed tech stock? Not at all, and they love the space. I can imagine a $60m expectation for next year (edison) would gain significant credibility if this years reported is $35m or better and could see this trading closer to 20x t/o my supposition only. not my industry - but my fingers firmly crossed that we see 'significant progress'
bg23
03/9/2021
07:27
Could not agree more. The recent contract announced was not material so small-fry. The CEO's package last year was nearly 10% of total revenue. Still can't get my heard around falling revenues, larger losses, more massively missed targets yet more cash and shares for the CEO. Unless the business model is now generating impressive recurring revs given the lack of contract news I suspect another poor showing. Hopefully Richards' finally met expectations and the Azure deal in particular has generated decent revenues.
tickboo
02/9/2021
14:11
Absolute guesswork re target price. There is nothing here to justify the current price on multiples of revenue or whatever, never mind suggest a higher valuation. They have missed every target they have ever set.
blah blah
02/9/2021
10:49
I also am encouraged about the contract. I think we bounce and in the medium term an excellent level to get in. I agree it looks more like 450 p than 300 p.
maxim1999
02/9/2021
08:19
1 . ;;;);. Bbh @
burdetth
02/9/2021
08:17
I'm more optimistic. The recent CEO video interview stated KPI's would be released alongside results. So, the 22nd it is. KPI's were also the basis on which investor roadshows were to be made for a NSD listing. The contract announced yesterday was outside of the software partnerships of AZN/MSFT/IBM, so a small Brucey bonus? I've bought around here as I think these are more 450/500 than 300. time will tell.
bg23
01/9/2021
18:25
tickboo, I agree. If there was anything worth saying, the KPI's would have been released by now. The silence is deafening.
bamboo2
01/9/2021
18:01
I've been reading about this company and my concern is whether this company is able to generate recurring revenue. I mean, companies can use WANDisco technology to migrate their local stored data to the cloud. Once this process is over, Microsoft, Amazon or Databricks are going to generate recurring revenue. But WANDisco: do customers need to keep on using the product to ingest to the cloud storage the new operational data they generate? Because the option of customers choosing smulticloud solution that needs WANDisco to synchronize or that customers will keep on maintaining a local copy of the data, as a reason to generate recurring revenue, it's not very clear to me: which percentage of customers will stick to this scenario?.... Any thoughts? Anyway, it seems to me that this is very niche product, and although software companies are lighter in CAPEX, they have to spend in developers and sales when they sell complex products to corporate customers that need to run trials, and from my previous experience, it's very difficult to be profitable with niche products, so the likely outcome is a sale to a Private Equity or to a bigger company (the above listed: Amazon, Microsoft, Databricks...)
gusrezo
01/9/2021
09:28
I would imagine if that was the only contract in ages worth announcing (and it wasn't material) all is not rosey. I suspect the interim results later this month will be a shocker.
tickboo
01/9/2021
09:24
Quite a fall this morning - news coming? Or just a random drop - not much in the way of volume showing.
blah blah
19/8/2021
13:35
I daresay it's about time Richards was removed
owenski
19/8/2021
06:30
owen, agreed. My thinking probably influenced by your earlier post, I made this reply to pinkfish a little while ago... ================================= bamboo2 9 Jul '21 - 20:10 - 5422 of 5430 Hi p1nk, I have followed and traded WAND for quite a few years. I thought the idea of regularly updating key performance indicators was really great. It was promised last Autumn 2020, and would start in 2021. I am still waiting! I have emailed the company and the IR people, but they can't say when, if ever, they will start releasing the info. This has me worried that the take up, the reality, is not as good as they forecast. Simply put, maybe most cloud users just don't need all info live all the time, and a cheaper or free batch upload/migration system is perfectly adequate for the majority.
bamboo2
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