Wandisco Share Discussion Threads

[nimrod22] 19/1/2018 04:58

cash for the moment

[tickboo] 18/1/2018 14:54

nimrod they all came up as sells we were below the mid-price. My point is it's interesting there have been a decent number of large trades at mid-price and it looks to me like someone is accumulating. Not sure where all these shares are coming from though. Anyway. here's hoping we get some large contract news or another OEM partnership this quarter.

Fair play on the sells, decent profit. Where are you putting it, if anywhere?!

[tickboo] 18/1/2018 11:35

4 MMs on at 7.90 which is good.

[knighttokingprawn] 18/1/2018 09:09

Interesting call on the sells. I am not trading this but still a buyer on dips.. still think there is announcement risk.. and to be honest surprised we haven’t already pulled back on the travel and arrive trade ... think we try the old high First .. if we fade from here .. but see why you would say “ thanks “ for now!

[nimrod22] 18/1/2018 08:51

The 1300,2406,5000, and 1627 were my sells. Decided to take some profits. I maybe wrong, but suspect the share price will cycle down over the next few weeks before rising again.

[nimrod22] 18/1/2018 08:43

Re the chunky trades: it was similar yesterday, with large mid price trades that looked like buys, which were matched at the end of the day with late reported sells.

[tickboo] 18/1/2018 08:40

2 more chunky mid-price trades. A lot since the update.

[tickboo] 17/1/2018 15:11

Thanks vanadiumx, let's hope Edison's forecasts are conservative and WAND can exceed expectations.

It'd be great to have some decent contacts wins this quarter and get into double digits.

[vanadiumx] 17/1/2018 14:31

Edison note out:

[tickboo] 17/1/2018 11:43

Fromt he lse -

I think there is some accumulation going on as some chunky mid-price buys yesterday, several in fact and today we have 2 lts of 47,415 and a less significant 18,085 which is still worth some £144,000!

Hopefully (for holders!) the presentation perks some interest

[nimrod22] 16/1/2018 22:23

Excerpt from The Lincolnian News & Analysis"
Wandisco (LON:WAND)‘s stock had its “buy” rating reissued by investment analysts at Peel Hunt in a research report issued on Tuesday. They currently have a GBX 1,000 ($13.56) price target on the stock. Peel Hunt’s price target suggests a potential upside of 20.48% from the stock’s current price.

[nimrod22] 16/1/2018 22:09

Shares magazine had a write-up at midday on Wandisco.
Just type Wandisco in Google and look under news.

[nimrod22] 16/1/2018 21:28

Not a bad day, down 2.4% on some profit taking; the news was good as expected. It looks as if today's announcement has placed a foundation for the coming year. The only possible downside on the horizon could be a market correction at some point that will effect all shares.

[knighttokingprawn] 16/1/2018 17:31

Tickboo I think your maths is correct and that is indeed the order of magnitude the stock is pricing in... clearly institutional money doesn’t own this at £8 unless it thinks it’s going to £15... and we dot get to that level unless we are ripping through the bookings numbers ...who knows what is in the pipeline and we might reasonably expect the sales conversion to go up over the next couple of quarters .. a big 6 months ahead for the stock ( maybe not for the company).. but a lot of people’s here think validation is around the corner... company has allowed that narrative to develop ... we need big beats now .. not just deal announcements .. demonstration that evangelising and POC is over and demand tap is on!

[tickboo] 16/1/2018 17:16

Agreed the market cap versus revenue and ultimately profitability is crazy but the reason we're here is due to the growth potential and uniqueness of product/offering. Given $22m was raised to accelerate growth I'd hope to see at least 150% increase in big data FY18 so just over $39m. Maybe that's asking too much but we had 120% or so from the previous year and surely with more staff pushing the channel sales, more engineers (more spend) we should be asking for another massive increase in revenue. Our Q1 update in April should be interesting and hopefully we can deliver $7m+ in revenue and momentum will build from there.

[knighttokingprawn] 16/1/2018 16:56

Agreed It’s great that CEO realises he has to help investors understand where Wand sits in the landscape.. clearly Blockchain has hit a tipping point .. the boat is leaving as it were .. and we need as shareholders a ticket to be on board ..

I still think to justify holding here we need a step-change in numbers so the next report date is a big one for WAND.. growth stocks beat and raise the bar .. not sure I’d call this a beat ( as it was well advertised ).. still love the potential and still long .. but it’s still an option premium not an investment yet.. stock is crazy expensive relative to bookings number .. we need that moving to. 30-50 mn range in short order to make money from here IMO .. impressed with the price action today however !

[tickboo] 16/1/2018 16:27

*tokingprawn!

[tickboo] 16/1/2018 16:27

Knighttoprawn, David Richards has made reference to block chain on twitter -Biggest challenge facing #blockchains? Scale.#ETHEREUM is 15 tps vs, say, Visa which is 45,000.Why?Distributed consensus.@WANdisco paxos distributed consensus algorithm benchmarks at huge scale.And Welcome to the @WANdisco team Ramki. Looking forward to seeing us solve the #blockchain throughput deficiencies in the coming weeks globenewswire.com/news-release/2...

[knighttokingprawn] 16/1/2018 16:21

Well not a disater from a trading persepctive for what was really an inline albeit decent update..... blockchain is a big issue for the compute industry and if I am honest it feels like distributed compute technology and distributed ledger sit very close to one another ... I note tha Richards made a point of flagging blockchain in the announcemnet of his recnet crypto hire... suspect he will be doing more to help investors understand why wand is not disrupted and indeed helped by blockchain..?

[ralphmalph] 16/1/2018 16:00

@Nimrod - Blockchain at it's core is not a product. It is a way of distributing data.
Think of it as a distributed ledger. Currently you would have a centralised data store (database) with all the transactions on the central database. The core of blockchain is that the data is distributed over multiple nodes. What these means is that various users over the world can work on the app built using blockchain with out having access to a central database (as they did in the past).
So to answer your question no blockchain does not replicated data.
I would imagine that Fusion is being used to live replicated each node in the system, which is good lots of licenses.

Also the link below is what IBM and Mearsk have been doing and the systems is already live with a selection of very large companies which is also very good. Deep pockets.

[tickboo] 16/1/2018 15:02

I don't know but assume they couldn't guarantee 100% uptime without using Wand.

[nimrod22] 16/1/2018 13:56

Maybe somebody smarter than me can answer re
"Maersk-IBM joint venture to create industry blockchain ‘pipeline̵7;"
Does block chain replicate data automatically to all its users or would IBM use WAND to replicate the container/shipping info.

[tickboo] 16/1/2018 11:30

capaldi, what balance sheet are you looking at?! Not sure why you're laughing?

[tickboo] 16/1/2018 11:17

What debt position? They have a credit facility but also have loadsa cash from the raise, no debt that I'm aware of!