Wandisco Share Discussion Threads

[nimrod22] 25/4/2018 15:11

Swedish group still buying

[knighttokingprawn] 25/4/2018 07:52

Nimbo

You make a great point.. CEO is promitional and we woukd be naieve to assume II really have an inside track..however the Robur position at circa 5 pct is a quite a high hurdle internally .. Robur is a decent shop and their internal process would demand a degree if discipline and DD.

Msft will be the making of Wand IMO .. and likeybthe story for the back end of 2018...but revenue from here .. announcements wont achive much beyond daily squeezes

[tickboo] 24/4/2018 22:27

*vanadiumx

[tickboo] 24/4/2018 22:26

All positive and I've no doubt fusion will be part of the package, would be odd otherwise. I doubt we'll get a trading update unless there's a massive contract they have to announce. I could be wrong but the only one we had last year was when we had the massive contract with it. We'll see. Great find vandiumx

[vanadiumx] 24/4/2018 16:36

Also this announced today by Microsoft:



It would be remiss of them not to have Fusion as part of this package surely.

Looking forward to any trading update that gives some guidance on sales via Microsoft's sales channel.

[nimbo1] 24/4/2018 16:31

Agree with both of you. I've learnt the hard way just because an II is accumulating it is wrong to assume they know more than us. Or indeed even if they do know more, have no more idea than the rest of us how the price will react to the upcoming news flow with regards to what the market has already baked in price wise. Our CEO is also a good salesman. Im always most nervous when everything looks excellent, however I will remain a holder until something changes.

[vanadiumx] 24/4/2018 16:30

Interesting: Saxo Bank moves entirely to Microsoft Cloud. Not directly a Wandisco press release but I would be very surprised if they were not using Fusion as part of the service.

Saxo Bank and Microsoft partner to shape the future of cloud services in the financial industry

[tickboo] 24/4/2018 14:50

Indeed, the fact our Swedish friends have accumulated at £8+ bodes well and hopefully their and my confidence in wand and short term revenue growth aren't misplaced.

[knighttokingprawn] 24/4/2018 08:19

Builds the risk here , as nimbo puts it ... never been a rikier time as the stock feels primed... a journey to £30-£50 mn revenue sterling is what is required to drive the stock into the next trading range ... £9-12 per share off a 7x - 10x multiple .... i would guess our friends at Robur are using similar m7,tiples... lets hope they know something we dont know ...

[tickboo] 24/4/2018 00:19

Yep, doesn't look like we're going to get a Q1 update which isn't a massive shock given we didn't have on in October. Surprised they don't move that way given the number of US investors. So the next update will be the interim report which is months away. Sure we'll see some contract RNSs and perhaps even more tie ups with resellers. Holding and hoping the sales teams are smashing it and existing clients increase their spend.

[nimbo1] 23/4/2018 10:31

Yes in some ways it feels more dangerous holding a position or being out of the position than at any time in the last 12 months as it needs serious sales momentum. If they achieve it you'll see over £10 in a flash. If they don't it will be down to £7 or below. I have faith but am nervous!

[knighttokingprawn] 23/4/2018 09:07

The silence from WAND is deafening... an at odds with the price action..

Holding at the top of the range implying a big uptick in revenue but not a squeak from the company....

[tickboo] 20/4/2018 09:50

Looking al the Cloudera client base it's impressive. Hopefully these recent partnership RNSs don't take too long to yield revenue. The partnerships are great as they're laying the foundation for future growth and revenue so I hope wand's sales team and the more established partnerships like IBM and Oracle and making decent headway now.

[tickboo] 20/4/2018 07:07

I didn't see this yesterday -WANdisco (LSE: WAND), the Live Data company, is pleased to announce its Live Data platform, WANdisco Fusion 2.11, is now certified to run on Cloudera 5 through the Cloudera Partner Program. (Logo: )With WANdisco's patented Live Data platform Cloudera customers can migrate Live Data to the cloud and run hybrid environments while ensuring their data is always available, accurate and protected.David Richards, Chairman and CEO of WANdisco, said: "WANdisco Fusion is the only solution which provides unprecedented continuous replication of Live Data at petabyte scale across any Big Data and cloud environment. With our patented technology Cloudera customers can now achieve critical business continuity and data agility in hybrid cloud environments while continuing to meet regulatory requirements." Envestnet | Yodlee, a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, has already used WANdisco Fusion to perform a live upgrade of Cloudera CDH 4.4 to CDH 5.7 with customer data remaining accurate and continually available. To find out more please watch our video.About WANdisco WANdisco is shaping the future of data infrastructure with its groundbreaking Live Data platform, enabling companies to put all their data to work for the business - all the time, at any scale. WANdisco makes data always available, always accurate, and always protected, delivering hyperscale economics to support exponential data growth with the same IT budget. With significant OEM relationships with Alibaba, IBM and Dell EMC and go-to-market partnerships with Amazon Web Services, Cisco, Microsoft Azure, Google Cloud, Hewlett Packard Enterprise, Oracle and other industry titans - as well as hundreds of customers among the Global 2000 - WANdisco is igniting a Live Data movement worldwide.

[tickboo] 19/4/2018 10:33

Looks like more accumulation at mid-price. Possibly our Swedish tech fund wanting more.

[trevt72] 18/4/2018 18:07

hxxps://www.investni.com/news/wandisco-continues-development-of-its-ground-breaking-live-data-technology-in-belfast.html

[tickboo] 18/4/2018 16:20

Hope you're on the money!

[tickboo] 18/4/2018 12:04

More accumulation?! 2 x 12,000 buys which are over £100,000 a pop. Good to see and at £8.77 too.

[tickboo] 17/4/2018 23:28

A 12 month high, £9.70 and into the £12s sound good to me, bamboo2. I think the Swedish tech fund accumulating 5%, of which over 2% is £8+ looks very positive indeed and hopefully the OEMs and direct sales team are doing their thing. Employing more engineers, channel partners etc should ensure sales are accelerated. The question is by how much. I'm sure H2 will be better than H1 with the most recent OEMs but news on some large deals would go down well in the short term.

[vanadiumx] 17/4/2018 23:01

Thanks for all the feedback - good chance the 52 week high will be broken tomorrow. Can see the chart moving to 1200 in the midterm. Blockbuster deal news would obviously catalyse this, but the multiple sales channels are surely producing results on a day to day basis now.

[horneblower] 17/4/2018 22:42

895p may be correct but generally advfn ohlc data is wayward. Just look at the last ten days. None of the highs appears to be correct.
However, the closing prices look ok and on a 6 month timescale the highs aren't in any case relevant.

[bamboo2] 17/4/2018 22:23

tickboo, The mid price based advfn chart also shows 895 as the recent high from 18/10/2017

An eod close above this level would be very positive. The next target after this is approx. 970, which brings a tp at 1275 into view.

[nimrod22] 17/4/2018 15:35

Thursday, October 19, 2017 865.00 875.00 850.00 860.00 36,873
Wednesday, October 18, 2017 890.00 890.00 850.00 862.50 41,617
Tuesday, October 17, 2017 877.50 890.00 870.00 881.50 21,583
Monday, October 16, 2017 862.50 870.00 850.00 860.00 18,655
OPEN/HIGH/LOW/CLOSE/VOL
From FT