Wandisco Share Discussion Threads

[tickboo] 07/5/2018 18:46

I know sweet FA...Enough said ;)

[tickboo] 07/5/2018 18:45

know sweet FA about TA but looking at some of the chunky buys tells me this has further to go. Maybe not one entity but the buys at £9.98 look tasty, 20,000, 3 X 10,000, 75,000, 55,000, 18,398 which is circa £2m so not huge nor peanuts. Hopefully bamboo's technicals are on the money and this continues in the same vein.

[nimbo1] 07/5/2018 10:09

Thanks bamboo, useful as always.

[bamboo2] 05/5/2018 15:04

I updated my WAND chart this morning. There are multiple bullish chart patterns occurring concurrently. Given time, it is possible for this to double from where we are now.

Barring an earthquake in Los Angeles type event I see zero chance of a retrace or consolidation zone until the share price reaches min 1085. This is based on Bulkowski's half staff idea.

[knighttokingprawn] 05/5/2018 09:44

Building a billion dollar software company is rarely done and obviously hard to do...bare in mind this stock has trade at £2, and David was ousted for a few days.. its been on a journey previously to £15 and many shareholders may be feeling that the journey has been tough enough... technically there will be trapped longs ( institutional guys) who are still wearing the position from those heady highs a few years ago.. also consider that David is a shareholder but not the only significant shareholder .... also bare in mind that after the recent raise many “new” owners are actually long at £5.5 .. I suspect they definitely would want to take £15!

Anyhow this is all playing with numbers and I hope you are right Tickboo .. but as you and I both know a BIG report trumps M&A speculation...

[horneblower] 05/5/2018 09:06

We've seen £15 before, admittedly over 4 years ago.
I can't see £15 being an acceptable take-over result.
If we reach £15, which I expect, it will be due to the stated forward order book.
From a chart perspective I would expect consolidation at £15 for a while before moving even further north.
My holding here is not large and I would like to increase, so I'm hoping for a pull-back. Very difficult to gauge when to buy more.

[tickboo] 05/5/2018 03:21

KtoKP, a £15 a share offer would be an50% premium so I doubt DR would recommend that offer. Yes the market cap is very high looking at revenue etc but the potential is massive and £15 could be achieved in short order. Assuming H1 is decent, revenue growth-wise we could be at £15+ come Sept or even sooner on some news. Of course if H1 is disappointing the share price will go the other way. With the market size and forecast growth and given wand is working with all major players I think it'll go from strength to strength.

[tickboo] 05/5/2018 00:02

There have been some chunky buys and we know the Swedish fund has been accumulating and many have said from a technical point of view this will move higher so it's not overly surprising it's moving on up. Hopefully the partners are closing plenty of deals and generating a healthy pipeline and we'll have some contract RNSs soon as the last massive one was in Jan.

[knighttokingprawn] 04/5/2018 17:15

Tickboo

I think David Richards CEO would take £15.. and so would I ... there is no doubt in my mind an event is brewing and then appears to be assymetry of information at play.... the volume at price is a worry to be honest as it might suggest MM suckingbin retail for some institutional liquidity .. something we do see on aim (to its shame) .... so vandam I note your observation and a little uneasy ... for every buyer there has to be a seller .. the question is .. who is the informed participant....

[horneblower] 04/5/2018 13:54

The chart says £15 relatively quickly imo (6 weeks?).
However, watch out for the statistically likely pull-back to the breakout line at 890p.

[vanadiumx] 04/5/2018 12:34

95% of the volume has been close to the offer today and the price is flat. Seems odd t me.

[vanadiumx] 04/5/2018 09:05

Some very big buys going through this morning, but price not really shifting....how does that work?

[tickboo] 04/5/2018 00:27

Let's hope the 3 patterns push this beyond £10 and towards the high of £15 (albeit we had fewer shares issued then).

[tickboo] 04/5/2018 00:26

Looking good at the mo but H1 revenue etc will be important and I'm hoping the 3 new partners hit the ground running.

[tickboo] 04/5/2018 00:25

I'm not sure they'd take a bid of £15/share even as although market cap wise would be 2/3rds of £1bn so would look attractive I believe management and some shareholders would think the potential is massive so might want to decline. Seems crazy if revenue is say £40m and we're being offered over 15x revenue but given the market size, its likely growth and the fact Wand has a genuinely unique product with a fundamental USP (no downtime), has all the major players as a kind of reseller the revenue should be a lot higher in 12 months and shouldn't struggle for doubling revenue year on year £15/share could look cheap in 12 months or so. The CEO talked about being £1bn co years ago and I think wand could be that in 12 months or certainly by FY19. In the short term hope bookings FY18 are up 150% and revenue up 100+% as that's needed to maintain momentum.

[bamboo2] 03/5/2018 14:23

tickboo, the other TA figures are LuckyMouses Fibonacci extensions.

I use Bulkowski's back-tested chart pattern statistics to calculate target prices, based on the type of pattern. We are spoilt for choice at the moment, with at least three concurrent patterns, all bullish.

There are quite a few different approaches to TA and they are all valuable, to some extent. It's best when they agree on targets and direction. The key to good TA is finding the right stock to work on in the first place. :-)

[nimbo1] 03/5/2018 12:18

Im in complete agreement. Tickboo congrats by the way....to this point of course.

[knighttokingprawn] 03/5/2018 12:12

Nimbo1 to be honest too your point you kind of have to believe that to be a buyer here... the stock could halve from here and still be a viable long term story ... but for institutions to be committing capital at £8 and higher suggest they are playing for 50-100pct upside

Risk reward demands 15 -20 .. you don’t buy here for 20% ( if you follow my drift)

[nimbo1] 03/5/2018 11:39

i just bought some more at 996. KTKP I agree this potentially feels like the end game - or the start of the beginning.

i like to use a finger in the air test - if wand becomes a core part of global cloud infrastructure it will be worth more than 1 billion without a doubt. So still a good buy here if you think thats what the current price action is telling us.

[knighttokingprawn] 03/5/2018 11:16

Tickboo

This price action suggest an explosive move. I have been watching for past couple of years but cannot recall such a squeeze... it feels like no one wants to sell .. tightly held here .. suggest to me there is some information leakage . Either through good DD via Msft , IBM channel or otherwise..... i think Wand would take a bid at between £10-£15 .. i thought it would take a while to arrive ( 2019) , but maybe oems have seen enough..

[tickboo] 03/5/2018 02:01

I recall someone posting 10.85, 12 something and then up to 15 in yuck order. Anyway, I haven't a clue re TA just regurgitating what someone else who seemed clued up said.Great that after being taken down yesterday we had some decent buys to recover the small losses. Here's hoping for another day of consolidation or a blue day today. I'm gutted I missed out on Tern, was looking at it with limited funds in early April (2p) and had some available funds at 10p but thought I'd missed the boat and it's now over 20p. Oh well.

[bamboo2] 02/5/2018 15:13

Added a few earlier. I hadn't realised that this also trades on NEX.
NEX:WAND.GB

ps The current consolidation could be over very soon. Using Bulkowski's half-staff statistics the next target is minimum 1085. I have a number of potential turns marked on the chart. 4/5/2018, 10/5/2018 and 15/5/2018, although wand has, historically, been less responsive to potential turns than some other shares.

[tickboo] 02/5/2018 08:45

Agreed SBT and hopefully the interim results will demonstrate growth continues to accelerate. Well positioned to take advantage of this massive growth market.

[superbobtaylor] 02/5/2018 08:28

I finally got in here yesterday. Kicking myself for watching the price rise from 700p but circumstances meant this was my earliest opportunity.

I work in IT so I know this software and the market. There is a massive shift to move from on-premise servers to cloud across almost every industry. Big data is the other IT buzzword of the moment (along with AI).

WANDs software helps users to exploit both both of these trends (cloud and big data) and it is excellent. Normally the choice of cloud provider limits the technology available (Azure and AWS being the 2 main players) but WAND now have resell agreements with just about anyone who is anyone in cloud. If this works out WAND will become key infrastructure for just about every big business on the planet.....

SBT

[tickboo] 01/5/2018 00:28

So the large mid-price trades (10k+) totalled 145k or a little over £1.4m. My bet is we get another holdings RNS this week. Certainly gives confidence accumulation is happening and at a 52 week high, or thereabouts.