Wandisco Share Discussion Threads

[bamboo2] 15/3/2018 09:16

Hi tickboo, Hope so too. I added another 1000 this morning on the basis of the chart pattern.

[tickboo] 15/3/2018 08:29

Let's hope so bamboo. I predict we go to £15 by year end. I realise that's nearly double where we are now but the last quarter of 17 saw all the cloud players increase their revenues massively and we have deals with all of them. That trend is forecast to continue and although sales pipelines take a while to develop our tech is already integrated as far as Alibaba And Microsoft go so shouldn't take long. We also signed a deal with the UK's largest Microsoft reseller a few RNSs back which is great as we need more growth outside the US. Exciting times.

[bamboo2] 14/3/2018 21:21

Looks like a confirmed Inverse Head and Shoulders to min 900p
Price nicely set above rising 50 and 200 smas.

[tickboo] 14/3/2018 16:28

Can now sell at 8.24.

[nimbo1] 14/3/2018 14:40

It is possible to sell in volume at 815 so I am relaxed about those large trades. Clearly II to II but very good news there is liquidity up here and bodes well for further moves forward once the deals are out of the way.

[tickboo] 14/3/2018 14:02

Mid-price. Where are they all coming from, the raise? Price doesn't shift

[nimbo1] 14/3/2018 14:01

Huge trades printed at 816. 250,000, 221,000 and 198,520 shares printed.

[tickboo] 13/3/2018 17:52

5% of total shares traded today and some hefty sells to book and we're up. Really looking forward to the coming months. With essentially 2 new OEMs Wandisco is primed to take advantage of the sizeable opportunity as stated in last year's raise. Now to double+ FY17 big data revenue. My gut says big data revenue in H2 could be neat to double FY17 once the new additions start to gain traction. I consider myself a realist so time will tell!

[tickboo] 13/3/2018 14:52

There were 2 Of which 1 was cancelled. Maybe someone managed to get 1m at 5.50 in recent raise, who knows but the share price is up so someone has taken them.

[nimrod22] 13/3/2018 14:50

whats the 1,000,000 share sell about???

[tickboo] 13/3/2018 12:41

Surprised someone got 1,000 under £8.20 as my dummy went NT. someone paid over the ask for fewer shares!

[tickboo] 13/3/2018 12:25

Indeed although the on the bid are on with 2,500 whereas they're 1,500 and 1,000 on the ask so possibly a smaller market. Be great to push through today.

[nimbo1] 13/3/2018 12:13

resistance here may be tough to crack but plenty of buys coming through and looking rosy on L2 with 2 mm's on the bid at 812.

[tickboo] 13/3/2018 10:04

That's what she said.Oh dear, I'll get my coat.

[vanadiumx] 13/3/2018 10:01

Everything is in place for 'hockey stick' growth here.

[nimrod22] 13/3/2018 09:56

Heading back up to the 1500p range. Not just wishful thinking !!!!

[nimbo1] 13/3/2018 09:41

Yesterday’s news was fantastic - effectively a Microsoft oem, pretty amazing. Now we need to see revenue coming through but the last week has reinforced my long term view on valuation potential.

[tickboo] 13/3/2018 09:31

Nice, 2 x 125,000 buys. That's confidence. I wonder if we'll get a notification if it's an existing holder or new money piling in. Either way, good to see.

[tickboo] 13/3/2018 08:06

Nice vanadiumx.The Daily Fail and The Time's have smaller articles on Wand but both are positive and buy recommendations. Maybe we'll get a string of small buys to move this from retail punters who read those rags.

[vanadiumx] 12/3/2018 22:55

2 secret tech growth stocks to watch this year and beyondRupert HargreavesFool.co.uk12 March 2018Wandisco (LSE: WAND) is one of only a handful of companies listed in London that are seeking to capitalise on the 21st century's data gold rush. The storage, interpretation and sale of data is big business, and the market is growing every day. Estimates vary, but according to the International Institute for Analytics, the market for data analytics is currently believed to be worth more than $200bn. In trying to grab share, Wandisco is holding its own against the sector's biggest players. Today the company announced that it has achieved Co-Sell status through the Microsoft One Commercial Partner Program. What this means is that the firm's product, the WANdisco Fusion Live Data Platform, can now be sold as a packaged offering with Microsoft Azure, the tech giant's enterprise-grade cloud computing platform.Azure has been designed as cloud computing platform for big businesses to work with, and Wandisco's Live Data platform, which enables companies to put all their data to work together at any scale, looks to be a great addition to the offering.I believe that this is something of a landmark deal for Wandisco. Receiving Microsoft's stamp of approval shows that the firm's offering is the real deal and opens up a tremendous market opportunity. Earlier this month the company also announced a partnership with AlibabaCloud solutions, opening up the Chinese market as well.Growth is exploding Even though Wandisco is a fraction of the size of these companies, the partnerships (with two of the most prominent data names in the world) tell me that the demand for its services is high, which is already showing through in results.Bookings for fiscal 2017 grew 45% year-on-year to $22.5m, and adjusted pre-tax losses narrowed to $10m from $18.2m. And while City analysts are not expecting the firm to report a net profit for the next two years, on a cash flow basis, the company is making progress. Cash burn fell to $5.3m for the year to the end of December, and the group had $27.4m of cash in the bank at the end of 2017, implying that it has headroom of at least five years (at the current rate of cash burn) to become profitable. The sky really is the limit for Wandisco. 

[nimrod22] 12/3/2018 17:35

Wandisco is ahead of its time. A prime buy-out/take over target for companies that have the cash/power to buy this comparative minnow. As a stand-alone, its a solid technology/buy, as an addition to one of the big companies its has multiple benefits. The share price is only going upwards.

[tickboo] 12/3/2018 17:17

Edison's note today -Microsoft to co-sell fusion - The co-sell agreement is essentially the same as an OEM in all respects other than that Fusion will still be branded WANdisco rather than Microsoft. Fusion will be taken to market as a packaged offering and Microsoft's channels will be incentivised to sell the product. As highlighted in our recent report, (Alibaba OEM further strengthens prospects) we believe that Microsoft has the potential to be a significant contributor to bookings this year and beyond. Microsoft is the second largest cloud platform provider globally and grew Azure revenues by 98% y-o-y. The company's capability in hybrid cloud has been a key factor in this growth and in this respect the complementarities between Fusion and Microsoft are strong.Significant potential, first deals could be quite soonThe technical integration between the two solutions is already complete and we believe that deals are in the pipeline, meaning that initial deal flow is possible in H1 (H2 is more likely from the recent Alibaba OEM). We expect bookings/revenues from the IBM OEM agreement to continue to grow ($8m+ in FY17) and believe that the Microsoft relationship has the potential to be at least as important. It also becomes clearer that WANdisco has a unique proposition, which could help advance negotiations with other cloud partners.Near- and longer-term prospects further strengthenedWe upgraded our FY18 and FY19 bookings by 7% and 5% respectively following the FY17 results (7 Mar) highlighting that further upgrades are possible. This partnership further reinforces that view, and for continued growth further out.Valuation: Platform to outgrow its ratingWANdisco's EV/sales ratings of 16.8x and 13.2x for FY18 and FY19 respectively remain a premium to peers, although upgrades have narrowed the premium substantially and there is scope for more to come. WANdisco's investment case has always been predicated on the potential for it to scale into a significantly larger, highly profitable business. We believe the company is establishing a strong case to achieve this.

[tickboo] 12/3/2018 11:56

I assume the relatively low volume is the fact many are awaiting Q1 results towards the end of April. I hope they make good reading although I expect H2 to be a lot better given the recent OEM deal with Alibab and today's news. Hopefully IBM, Oracle and wand's direct sells can ensure the start to the year is good too. Last year we had the $4m contract win tied in with the update and zero cash burn which was assisted by the annual R&D rebate. Sure the R&D rebate will help again.

[tickboo] 12/3/2018 08:51

Agreed but the most important thing thing is the good news translates to increasing revenue, breakeven and profitability! Need a good Q1, H1 and year! We seem to have laid the foundations to make that happen though.