Wandisco Share Discussion Threads

[costax1654x] 17/5/2018 14:28

Sold wandisco and bought aeg!Good luck all

[tickboo] 17/5/2018 13:37

I don't doubt he'll eventually want to see I just think at this embryonic stage he'd reject as he'll want revenues a lot higher and turning a decent profit. I'd hope a sale is a couple of years away when the market cap and KPIs will be a lot more impressive.

[ralphmalph] 17/5/2018 12:40

I know a number of CEO's who sold the companies they founded. In most cases they saw the companies success continue and valuation soar.
One trousered 110mill and he started a new company and told me this time no less than a bill, in his pocket. This company is a brand name in the IT world.

[qruz] 17/5/2018 12:25

Dave Richards + co own 20% of the company.

"David was the founder & CEO of Librados, an application integration software provider, and led the company’s acquisition by NASDAQ listed NetManage, Inc. in 2005."

IMO he will wanna sell it off at some point,

[tickboo] 17/5/2018 11:59

Agreed but most of our contract win RNSs state the sector and a little commentary but rarely name the client. Regardless because Wand has won a few $4m+ contracts my guess is what is deemed a material win has increased in value anyway. I also think, given what's been written on here that we'll be winning a much larger number of clients who are paying more modest fees which is great. Obviously H2 is expected to be even better revenue and bookings wise and in theory it should improve each quarter given the markets growth projections and wand's partnerships and sales channels.

[ralphmalph] 17/5/2018 11:50

Do not forget that a customer has to agree to be used in an RNS. Recently it has become much more difficult to get customers to agree because what is in it for them?
Issues are it advertises to competitors what they are doing in IT and IT is a competitive advantage.

[tickboo] 17/5/2018 11:39

Wow, that's pretty good for both parties. Hopefully Wand have already added more big data clients than in the whole of '17 but with smaller fees that don't need to be RNS'd.

[ralphmalph] 17/5/2018 11:35

Amazon take 20%

[tickboo] 17/5/2018 10:42

But they used to offer services without using fusion they just wouldn't have 100% uptime like fusion can deliver. I'm probably confusing the issue!

[vanadiumx] 17/5/2018 10:31

Tickboo - not sure I understand the logic. 90k p/a is an add on to the AWS base service. You can have AWS without using Fusion.

[costax1654x] 17/5/2018 10:15

Wrong chat

[costax1654x] 17/5/2018 10:14

Aeg the share of 2018?...

[tickboo] 17/5/2018 10:10

I doubt that as they'd be losing a fair amount of revenue using wand. They have to use wand or they'd be at a disadvantage but I can't see wand taking a majority of the fee. Even if it was just 20% given the sheer numbers and growth it'd be great revenue.

[vanadiumx] 17/5/2018 09:55

Tickboo - I may be wrong but I would think Amazon would take a small percentage of the fee, in the same way they do with their standard business. The vast majority of that fee would go to WAND.

[tickboo] 17/5/2018 09:25

If a client pays $90,000 pa I wonder what cut wand receives. Either way having re-read the links wand could be a billion £ company as predicted by the CEO a good few years ago in short order. I'm sure they're getting higher volumes of bid data clients through these partnerships but they're not considered material as under $1m so are not reported. Exciting times and I agree I can't see the CEO recommending a £15 or even £20 offer although I'm sure many who bought a lot lower would be more than tempted. I'm here for the long haul and am looking forward to the next RNSs.

[tickboo] 16/5/2018 21:56

Nice work. I've posted on lse but don't have access to iii so haven't posted there. Exciting times here for definite.

[vanadiumx] 16/5/2018 21:45

Article here on revenue growth AWS and Azure:

[tickboo] 16/5/2018 17:42

Another lot of chunky mid-price buys going through, 82,000 in total so again not too far shy of £1m worth.

[tickboo] 16/5/2018 16:43

Nice after the bell buys too. Looking good for another move north.

[tickboo] 16/5/2018 15:50

Yep another 100,000 at mid so someone has deep pockets. That said the recent 2 x 20,000 look like sells as you could sell at mid then. Who knows but decent volumes changing hands.

[tickboo] 16/5/2018 15:48

It's certainly good we're consolidating at this level, perhaps for the next move up. We'll see.Given last year's revenue growth in big data for all the major players and the fact they've all got partnerships with Wand and we were told the implementation of Wand tech to Alibaba and Microsoft products was good to go I'd be surprised if headway wasn't being made in h1 as far as sales and growth go. September's H1 update will be interesting but I certainly hope to have some kind of update before then.

[vanadiumx] 16/5/2018 15:45

...and another £1 million at mid today. Surely another holding statement imminent?

[knighttokingprawn] 16/5/2018 15:03

Tickboo nimbo

Silence can be golden...

Changes in the stock market should always be noted .. WAnd has traditionally being a noisey” stock... this was a necessary function of its jam tommorow .. too early as a public company position..

The silence I think reflects a more sustainable phase for the company .. my personal opine on the M&A is just one outcome that could be brewing .. but in any case I think the silence is a positive and suggest more meaningful information is forthcoming...

[tickboo] 16/5/2018 12:26

More accumulation, 2 mid-price trades yesterday worth nearly £225k each, exactly the same number. It's nervy with the lack of RNSs but interesting and surely looking positive?