Wandisco Share Discussion Threads

[vanadiumx] 24/7/2018 10:03

watch this recover some lost ground now....

[tickboo] 24/7/2018 09:22

Good points although wand will know about Q1 royalties early June not July. The subscription model is great and in actual fact whatever was agreed could run over a year or conversely another payment could be due within a year depending on the agreement (how much data they've moved). Looking forward to tomorrow and as I and others have said I hope we get some decent commentary with it.

[ralphmalph] 24/7/2018 09:08

In the pres it was stated that IBM report royalties 60 days after end of quarter. Q4 calendar is the biggest qtr so first week of March Wandisco could book IBM Q4 royalties. They would know Q1 royalties first week July.
He also stated that only 1 IBM deal was a perpetual license every other one was subscription so what IBM did in this half last year should be re invoiced for the new yearly sub with all the other new deals on top.

[tickboo] 24/7/2018 09:01

I just added another 200 (8.80) so it is bound to fall.

[runthejoules] 24/7/2018 08:29

Having got partially stopped out at 940p (wish I'd set that higher!) I'm back in again at 877p as it looks about down 38% of the recent gain to me. Let's hope bamboo2 and the Swedes are right and IBM do the business!

[tickboo] 24/7/2018 08:14

The test for the stock will be bookings and revenue. If Microsoft in the matter of a few months have already contributed decent numbers it'll bode well.Yes IBM need to contribute and hopefully have with lots of projects. The IBM rep said at the end of last year their pipeline was impressive so let's hope they've closed many deals. Cloud/big data is the growth area for all our partners so I don't see why we won't grow with them.

[knighttokingprawn] 24/7/2018 08:05

Tickboo forget MSft .. the question is IBM!? He needs to she that he can execute in his current relationships ... Wand can’t keep talking about relationships without execution... that’s the test for the stock ...

[tickboo] 24/7/2018 07:48

One is expected tomorrow so it depends on whether punters think it'll be good.What was interesting on the presentation posted a day or so ago was the CEO saying he was off to Russia with Microsoft to close a deal so if that was closed I imagine our first Russian win and no RNS. Richards also said a Microsoft client had waited a year to move into the cloud and only did so now with wands tech as they couldn't afford to have downtime as they have a massive amount of data. Again, no RNS which I'm sure would have been RNS'd last year. Penetrating s new market in Russia and some seemingly chunky Microsoft wins don't get an RNS. Still hoping for decent results and commentary tomorrow as Microsoft have hit the ground running (as expected as the tech was good to go) and Alibaba should have the tech integrated by now so sales H2.

[kop202] 24/7/2018 07:41

No rns.....sadly more pain today?

[knighttokingprawn] 23/7/2018 21:38

In other words the only thing that matters is numbers not promises..

[knighttokingprawn] 23/7/2018 21:36

I think the IBM relationship is the one we will need to see strong momentum with...

If we see that commentary around baba and Msft will be rewarded .. if we don’t the stock will go lower IMO

[tickboo] 23/7/2018 19:50

If it drops further tomorrow I'll grab some more. From what the CEO was saying Alibaba should be on board and wands tech is integrated and being sold/sold.Looking forward to the trading update.

[vanadiumx] 23/7/2018 19:18

Anyway, I pit my money where my mouth is as I bought into this weakness today. Seemed like a gift to me.

[vanadiumx] 23/7/2018 19:14

Maybe lots of momentum traders who don't really understand the company taking stop losses. Highly likely to be a trading update this week. In the background MSFT (Azure), AWS, Ali Baba etc are all experiencing a boom in cloud uptake. Wandisco is perfectly situated to serve the clients of each of these. Now all the major OEMs are in place, it is only fair to assume that sales will be very healthy. So the sellers today are:1) uninformed momentum traders who have it wrong2) short sellers who think the company is presently overvalued 3) manipulation by market makers4) acting on information leakage I go with number 1 but prepared to be proved wrong.

[knighttokingprawn] 23/7/2018 18:55

If it wasn’t for the low volume .. the inevitable conclusion is that what ever news is coming ain’t good....

That’s the trouble with asymmetry of news flow .. clearly two big funds found reason to buy probably fro the long terms .. then momentum guys jump on board.. and when they see the rns is coming and the momentum is gone they doesn’t want to be around for the news!!

[kop202] 23/7/2018 18:41

It's a funny old game

[tickboo] 23/7/2018 17:11

Hopefully we get a decent update tomo. Seems Microsoft hit the ground running so hoping for decent bookings!

[qruz] 23/7/2018 16:57

Tanked even more at the end

[tickboo] 23/7/2018 15:31

Added 300 to my 1,000 trading pot but keeping core holding. The 1,000 cost me a fair whack more than where we are now!

[bamboo2] 23/7/2018 15:15

I have added quite a few today. The candlestick chart shows a H&S that has reached tp. [910]

A potential turn occurs on the last market price based chart 23-24/7/2018.
Next potential turn after that is 27/7/2018 on the mid price based chart.

July rns updates of the past include
Thur 17/7/14
Thur 30/7/15
Tues 25/7/17

for the record, ints were,

18/9/14
23/9/15
03/8/16
06/9/17

[vanadiumx] 23/7/2018 15:15

I have taken advantage of price weakness today...i agree Tickboo. Trading update this week. They have all the major cloud companies working with them so I expect a strong update. Their businesses are booming.

[tickboo] 23/7/2018 15:06

Nice presentation. So Microsoft making sales already, good to hear and sounds like a big contract.

[tickboo] 23/7/2018 15:06

I often talk to myself in the mirror!

[bamboo2] 23/7/2018 15:04

tickboo, are you replying to your own comment? ;-)

[tickboo] 23/7/2018 14:55

Hope youre right!