Wandisco Share Discussion Threads

[runthejoules] 03/9/2018 07:21

Looks like there may be an opportunity to get some more at a little lower this morning. Thinking of the future and how well this could do under IBM's wing.

I'd liek to know who's been eating their lunch this year. Amazon? Still, it sounds like the fightback is underway if indeed 'The early traction we are seeing with Microsoft clearly demonstrates that Fusion is the only solution capable of enabling organisations to seamlessly move large volumes of critical data to the cloud, without any downtime or service disruption.'

[owenski] 03/9/2018 07:14

400m for that update?

[tsmith2] 03/9/2018 07:12

more Jam tomorrow

[owenski] 03/9/2018 07:11

Looking a bit pricey here based on that valuation and that disappointing TU. I wont be buying back in today.

[nimbo1] 03/9/2018 07:11

Well there is the trading update. a little shocked to see this going backwards from 2017...but forward looking commentary as always has very exciting potential. Any thoughts?

[adorling] 03/9/2018 07:09

RNS - disappointing to see sales and bookings down in H1 but IBM royalty rate increased to 50%

[knighttokingprawn] 03/9/2018 06:48

Well it’s September and it’s a Monday .. who knows maybe we will be put out of our misery this week..

[vanadiumx] 02/9/2018 22:47

I came across this video from the UK Investor show earlier this year where David Richards confirmed that the company has secured JPMorgan, General Motors and Walmart as clients. As far as my memory serves, these clients have not been publicly named before?

Also, says that JPM Paid $10 million. I think the big bank announced earlier in the year (assuming this is JPM) was announced at around $4 million. So not sure why he quoted $10m.

Maybe this is one of the reasons for the hold up in the trading update - no one can agree on the figures?? (I am partly tongue in cheek here - only partly).

Link to the presentation:

[knighttokingprawn] 31/8/2018 14:09

Genuine question.. I used to make Markets many many years ago in commodities. It does indeed matter who reaches up or who sells down... for example if it is a large single order comes in ( perhaps a single buyer) and reaches up and takes the collective ( batched trades) at the offer .. that’s quite a high conviction trade .. and I would see that as bullish.. but if a bunch of batch trades bid and offer are just meeting in the middle there is not much information in that ... I am not that familiar with the interpreting what’s going on with Aim .. so was sincere in the question... there may indeed be intent to buy if the 700k is reaching up and taking a batched offer?

[tickboo] 31/8/2018 13:45

Actually it makes little difference either way, someone bought and someone sold!

[knighttokingprawn] 31/8/2018 13:30

Isnt somebody also selling.... do you mean they took the offer? Not being sarcastic .. but just checking my head here.

[tickboo] 31/8/2018 13:14

That's a chunky mid-trade that looks like a buy, nearly £700,000. Hopefully a decent long awaited update next week.

[knighttokingprawn] 31/8/2018 11:12

But accurate !

This is obviously getting tobthem as well as the poor punters who own their stock!

[vanadiumx] 31/8/2018 10:52

That's a bit curt.

[toyin] 31/8/2018 10:45

qruz, yes I have.


Morning xxxxx,

No you're not wrong, we did say that in the release. But the announcement, as you point out, has been delayed.

[knighttokingprawn] 30/8/2018 21:08

There will be some communication going on... enough to stop holders selling but maybe not enough to get people reaching up to own it ... thats the important observation here I think... holders are not selling...

[tickboo] 30/8/2018 16:26

Weird how the MMs haven't taken it down due to wand's tardiness and are happy to take shares well above the bid. Maybe they think good news is more likely than bad with the update.

[tickboo] 30/8/2018 14:25

That my thinking too. Give my they missed what the RNS stated re mid-August I don't see an issue pushing into Sept. can't see them releasing without said info given we're over a month behind last year.

[knighttokingprawn] 30/8/2018 14:13

I am increasingly of the view that they dont have any control over the timing! Its seems they are waiting for something to fall into place .. so could just as easily push into september now...

[qruz] 30/8/2018 13:53

Technically news can be released tomorrow and will still be within August... To be honest news that comes on a Friday generally isn't good lol.

Has anyone chased the PR/ IR today?

[knighttokingprawn] 30/8/2018 12:14

Ralph, good discipline. I am wedded to the longterm call on this.. and it reminds that AIM can be the worst place in the world to trade... many of these co,s should still be private , and arguably we have wand here who is behaving like a private co , with all the real world constraints of “ having to report “ on a calender but with nothing to say at that time to support the investment case. It feels like one needs to be an insider here or a longterm beliver as there is not transparency...