Wandisco Share Discussion Threads

[tickboo] 13/2/2018 16:10

They need to put an upbeat quarterly statement out in April and I assume they'll issue further ones in July (HY) and the one they didn't manage in October particularly if they are looking at a further NASDAQ listing. I just hope they continue the big data momentum as they need to in order to justify the market cap. With the increased investment to accelerate growth, anything but at least 100% in big data revenue will be disappointing. The new appointment should help with NPD and although that may take a while to translate into revenue increasing the addressable market is always pleasing to the market and investors.

[knighttokingprawn] 13/2/2018 08:03

They are probably less stock focussed now that they have bagged some cash... so we wont hear much outside of reporting would be my guess... in fcat if they are recruiting there is no sense in goosing the stock ahead of option grants and so on...

Long term like this but if they dont put up a beat Q and start committing to quarterly updates think the stock will be punished this side of half year...

[maxim1999] 12/2/2018 15:28

This board is very quiet. Any views as to where the stocks goes short, medium and long term?

[tickboo] 06/2/2018 13:03

Yep, opened a fair whack down and went below £6.60 before recovering. Good calls.

[nimbo1] 05/2/2018 20:39

This along with everything else in the small cap space looks like it will be revisiting resistance tomorrow. Hold on tight!

[bamboo2] 05/2/2018 11:31

Hi horneblower, yes agreed, good support in that area. In fact I have historical support in that area noted at 668.

I also have 50 and 200sma support at approx 670

I believe however, that for me the potential turn today takes precedence. I just hope I have got the direction correct!

edit, the Breakaway gap from 29/1/2018 filled.

[horneblower] 05/2/2018 10:23

660p looks like a good bounce point.

[bamboo2] 05/2/2018 09:36

Started some cautious buying.

[tickboo] 04/2/2018 21:31

I agree in terms of equities look like they'll be on the slide given their general appreciation over the last few months. I also agree that if wand goes down it'll soon bounce given its USP (which is genuine - most so called USPs are nothing of the sort, as not unique) and the ever growing market. Hopefully wand uses the money raised effectively and more than doubles big data revenue from FY17. I've no spare cash to add but am happy with my lot. I feel this is fairly safe in terms of upside. I say that appreciating the current high market cap versus the limited revenue but the potential is huge.I also have FRR which is risky to say the least. Both could be the AiM shares of 2018. FRR has been a nightmare with missed targets and some $425m spent with limited revenue but hopefully this is all to change come end of Q1. I bloody hope so!

[nimbo1] 04/2/2018 21:10

More likely is we’ll head down first on bad markets. But form is temporary and class is permanent so I’ll buy the dip!

[tickboo] 04/2/2018 19:44

Hopefully a chunky contract will push us into the mid 8s and we can look northwards.

[nimbo1] 04/2/2018 19:24

thanks bamboo2

[bamboo2] 03/2/2018 15:00

WAND, chart shows potential turn 5/2/2018. A test of the new support zone [755 ish] is possible, and I will treat this as a chance to add.

A breakout above 821.5 [green line] would be very positive. Flag concludes this week. One way or the other it will have reached the time limit, and the pattern will need a new description and target price.

[bamboo2] 30/1/2018 22:44

vana, thanks for the reply.

A Breakaway Gap yesterday gives us a new support zone [mid price chart] 745-755 and [last market chart] 746-768

Recent price action suggests min. TP for the current consolidation zone reduces from approx. 970 to approx. 915

Potential turn [unconfirmed] 2-5/2/2018

[vanadiumx] 30/1/2018 22:30

bamboo2 - re price action Friday...it could indicate that WAND is leaky. However, i think there is more to the price action than the news yesterday. it was positive news, but I don't think that in itself justified the move we saw. More of the same old deals with channel partners, i.e. more groundwork. (Maybe I don't get the significance of Bytes as a reseller). I think there is something bigger going on though.

At the end of the day, the company has proven that it can tie up large deals and I am expecting to see more of those. I think announcements on more large deals are almost inevitable and the company is being recognised for the solution it has. The market is therefore recognising the potential here.

Also could be some shorts closing.

[bamboo2] 30/1/2018 22:20

Considering the price action elsewhere this is looking very strong. Bought back half my holding late last week, wish I had bought more.

Re the rns yesterday, does the price action Friday afternoon suggest that wand is leaky?

[tickboo] 30/1/2018 21:49

It bodes well for tomorrow. Good to see the bid at £8.10 and hopefully more upwards movement tomorrow.

[nimrod22] 30/1/2018 21:29

The 20,000 share deal at 815.125p each looks like a buy at 1631 hrs.

[tickboo] 29/1/2018 09:44

Ha, I certainly wouldn't sell in one chunk but hopefully I won't need to sell many in a year.

[nimbo1] 29/1/2018 09:29

Nice, let me know when you decide to sell so I can get out first ;-)

[tickboo] 29/1/2018 09:27

I started buying in April and average £4.85 or so. It's the proceeds from a property sale and I'll need to find a fair whack for a tax bill a year from now. I hold some other shares and hope come then if I decide to sell WAND I'll be selling less than 5,000, sure that will be the case.

[nimbo1] 29/1/2018 09:24

ralph it was an rns.

RNS Number : 1146D
WANdisco Plc
29 January 2018

29 January 2018

WANdisco plc
("WANdisco" or the "Company")

WANdisco announces new sales partnership with Bytes Technology Group UK

WANdisco Fusion to serve as core component of Bytes' Cloud Solutions
Significantly expands WANdisco's sales channel opportunities

San Ramon, California - WANdisco (LSE: WAND), the Live Data company, announces today it has secured a sales agreement with Bytes Technology Group UK, a leading provider of software licensing & cloud services and a subsidiary of the $2.75bn Altron Group, to co-sell and re-sell WANdisco's patented Live Data platform, WANdisco Fusion, as its standard cloud migration solution to UK customers.

Bytes is Microsoft's largest partner in the UK and a Cloud Licensing Solutions EMEA Partner, with a market share of 35% for Microsoft Azure in the UK. Bytes is also an Oracle Cloud Partner and has a strong relationship with Amazon Web Services. With WANdisco Fusion® already f ully integrated with Microsoft Azure Data Box, Microsoft Azure HDInsight and AWS Snowball the synergies of the sales partnership with Bytes are clear. Bytes' customers include leading brands such as Marks & Spencer, BBC, NHS, Clifford Chance, United Utilities and thousands more across the retail, media, finance, manufacturing, legal and the public sectors.

David Richards, CEO and Co-Founder of WANdisco said:
"We are very excited about our new partnership with Bytes - they hold strong relationships with our existing partners and the contract significantly expands our sales channel opportunities. It is also another proof point of the critical role our Live Data platform, WANdisco Fusion, plays in the cloud and on-premise ecosystem."

Neil Murphy, UK Group Managing Director said:
"When considering sales partners for our Cloud Solutions portfolio, WANdisco was the clear choice. With this announcement, we are able to bring the benefits of WANdisco's unique Live Data platform to our customers who need to migrate data to the cloud, and run hybrid environments while ensuring their data is always available, accurate and protected."

[nimbo1] 29/1/2018 09:15

tick boo I think when you are holding 49,000 whatever price you paid for the last 1000 won't make much difference! I got lucky and sold all mine above @ 8 and bought back on Friday. I think trading this stock is getting risky now though and probably should just be held for the next few months or so.

[ralphmalph] 29/1/2018 09:15

Not on the RNS but on the WAND website they have announced a new sales partnership with Bytes.

[maxim1999] 29/1/2018 08:34

Gapping up on the chart I assume is good. Next stop 800p+, we have had the pull back now the move back up will panic in more buying.