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
  -2.00p -0.42% 478.00p 478.00p 484.00p 504.00p 460.00p 494.00p 43,509 16:28:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 14.5 -10.4 26.7 17.4 199.82

Wandisco Share Discussion Threads

Showing 3751 to 3773 of 3775 messages
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DateSubjectAuthorDiscuss
16/10/2018
19:45
Hope so KtoKP, although my timing of buys has been poor here for a good while I do believe their new approach with reap benefits and the market cap will be more than justified. Hoping the run around starts soon!
tickboo
16/10/2018
18:14
Tickboo Things will improve from here....(imo) The liquidity issue across small cap is writ large .. have been talking directly with a few old contacts ... there is a bit of fear and loathing building and some redemption money is pressuring .. small caps always get hit hard and no one rushes into these names as liquidity premiums go up.. Bearishness across the market is generally speaking high ( recent broker surveys ) suggest the world is making the “top of the cycle call” puts look bid, yields rising etc, trade tensions blah blah ... I think the fundamentals on Wand get a lot better and we will see Alpha from here or here abouts.. at the moment market “beta” is keeping a lid on it ..wish you well ..
knighttokingprawn
16/10/2018
15:17
I obviously hope you're wrong losses. Hopefully Alibaba news released in the coming days/weeks as well as some other decent wins to stop the fall. 15% down on last raise so hopefully the IR team and DR up the ante and we get some more interest from IIs et al.
tickboo
16/10/2018
15:07
Luckily held back not buying any from the drop from 1100+
losses
16/10/2018
15:07
Been feeling for ages it's going to 400 or less
losses
16/10/2018
14:33
I stopped out at b/e earlier too.
bamboo2
16/10/2018
14:20
I dont think we can ignore the broader market conditions here. Liquidity is drying up , and small caps globally not doing well... I suspect redemptions broadly draining the swamp in small cap... fund managers are not looking at individual stocks here.. they are fretting about the increasing volatility in the portfolio.. and the threat of a us roll over.... bearsh sentiment building broadly which is never good for “show me “ stocks ...
knighttokingprawn
16/10/2018
14:14
As the old saying goes the only guarantees in life are taxes and death but I'd add another - wand's share price will drop following any share purchase from yours truly. Disappointing to buy and a few hours later you could've saved a few quid but that's my impetuousness and poor timing. DR has to deliver on sales and the CFO keep a lid on costs which they say they expect to do re FY expectations. I hope we get some news on Alibaba wins soon as well as the big ticket IBM deals although they tend to be announced early Jan.
tickboo
16/10/2018
13:44
tickboo I admire your conviction and hope you are right. I was stopped out again at 580. just cant seem to call the bottom here.
nimbo1
16/10/2018
09:51
That’s a better signal .. open market I think I am right in saying he hasn’t bought inbthe open market .. ( taken stock through options historically)
knighttokingprawn
16/10/2018
09:30
Tickboo The stock is closely held The volumes are low and not particularly indicative of interest. The days of investors getting ahead of the news for Wand are over. The summer saw the effects of assymetry if information and poor communication from the company and investors have got themselves stranded at £8-£12.. and they are not going back and probably trying to decide if they should get out .. stock will only work on actually news flow .. I doubt any meaningful move ahead of that and certainly no serious volume... As for the government contract ..? There really isn’t much eveidence ( yet) that any of the big cloud players are deploying wand at scale .. that’s not a bad thing and I expect that to come through .. but given what we have seen it’s a massive leap of faith to assume that WAND are in the middle of the larger procurement project in cloud the market has yet to see.. Great if it happens ( truly transformative ) but given what we have seen to date it wouldn’t be rational to be in the stock for THAT announcement. I know you are here for the long term opportunity... I would settle now for some cadence on news flow, clarity on the MSft Opportunity and perhaps even a formal capital markets day .. so that wand can reveal all the good stuff that’s going on under the hood... very long .. but not adding too much here as I remain to be convinced that they can get the momentum required to truly justify the valuation implicit at £15 ( my target ) .. I think they can , but was expecting better by now ...I suspect other more informed II are also scratching their heads ...
knighttokingprawn
15/10/2018
16:59
Another poor day. Surprising with the US gov contract bids having to be submitted by the end of this week. I imagine it'll take a while to go through the bids given the complexity and importance. That said it's surely going to be involving wand even if AWS win it due to Snowball and getting the data to the cloud. I'll hang fire and see if it continues to drop before adding.
tickboo
15/10/2018
11:37
Not sure why the RNS spooked you so much mate but each to their own. Hopefully we've closed more deals and we land some chunky IBM deals in Q4 as we've done in the past. An announcement before YE on Us gov deal (assuming fusion is part of it) would be massive and surely the US gov will wanna make a decision before year end.
tickboo
14/10/2018
21:01
tickboo Holding last week in , but not now as I said RNS spooked me, still waiting for the train to leave the station. Monday morning if a gap up I will be back in.
jackdaw4243
14/10/2018
14:48
DR sold down in the placing last October to ensure U.K. holdings above 50pct ( I think that was condition of the placing).. to my memory he has not bought before in the open market .. so his purchase of 10k is significant .. whatever we my think the correct amount should be .. it’s an attempt to signal.
knighttokingprawn
13/10/2018
22:43
Redrag, has it right .. there is no timing issue here it’s admin... note however there is an implicit purchase of stock by both share holders .. On the broader issue of share ownership DR had to reduce his holding to ensure a compliant share issue ( domiciled shares )
knighttokingprawn
13/10/2018
18:39
If your Amortising and Securitizing Paul Walker is the man, the Sage from Sheffield.
jackdaw4243
13/10/2018
12:39
nimbo1 I am not party to Richards tax affairs, it maybe he pays in America. However in the UK tax is due once you have realised your gain "unless its in a financial vehicle". So I don't think he would have a tax bill on an unrealised share option as it is presented,only when he sells, there maybe some other caveat not disclosed about timing etc.
jackdaw4243
13/10/2018
12:21
Chaps - Dave Richards will have had no say in the timing of his exercise sales...he will have got his stock (from previous year's grants) and a % of that holding will be sold to pay for the tax and NI thta he has to pay as these grants count as income...so his finance dep't will automatically have sold whatever shares needed to pay those tax bills. First post, long term holder, long term believer currently depressed!
redrag1
13/10/2018
11:17
Agreed and he RNS was published at 7am and they were plenty of buys first thing and throughout the day so I doubt they'll be a sell off due to that RNS.
tickboo
13/10/2018
11:13
Jackdaw the director sale would have been planned a while ago by DR's accountants. Happens all the time - you have a whacking great big tax bill to pay because of share options and the like - its obvious you take the money out of the awards given to you. Its not like DR woke up during the middle of a market meltdown and thought I'd better offload some here... a number which by the way is insignificant in terms of his overall holding and wealth...
nimbo1
13/10/2018
10:58
Sorry tickboo I shouldn't post after the second glass of vino. I bought back in thinking that £4.90 was the turning point and expected others thinking the same would pile back in Friday giving a gap upwards Monday. The RNS spooked me so I sold and now expect a gap down Monday and further sell off. Basically I think the RNS screwed up the reversal. Buying into Wand is a pure punt at this stage and most want to be on board when the train leaves the station and a decent high value order would indicate the driver as started the engine the CEO selling gives a different signal IMHO.
jackdaw4243
13/10/2018
10:04
I'm so convinced in the medium and even short term re FY18 that if this drops back into the 4s I'll buy more. My bet is one end of Jan (after trading update) this'll be back in double figures. Obviously I'm biased due to my holding. A trader I am not but I see a lot of value here even if our valuation next to current revenue is ludicrous!
tickboo
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