Wandisco Share Discussion Threads

[jackdaw4243] 03/10/2018 18:33

Nk
A halving of the share price in three months would warrant some comfort from the management either sales in the pipeline or reduction in overheads. I think we all want to be on the train when it leaves the station.I am sure Mr D. R has income and expenditure on a weekly basis and some of it may be commercial sensative for the public at large.

[vanadiumx] 03/10/2018 18:27

Problem is that the RSUs awarded today take away any motivation for Richards to buy stock don't they? The CFO bought a few though. Let's have some deals announced - and regularly!

[tickboo] 03/10/2018 18:09

Couldn't agree more!

[knighttokingprawn] 03/10/2018 17:55

See the boys are awarding themselves stock ..

A couple of things would look great here

A chairman

A purchase of shares by the CEO

[tickboo] 03/10/2018 17:16

Christ that'll be below my average. If it goes that low I'll sell a fair whack elsewhere and pile in.

[tickboo] 03/10/2018 17:08

Look at the time it went through and the trades at that time. Also check the share price out!

[losses] 03/10/2018 16:37

I'm waiting for 400 on this one before I start thinking about buying.

[cp245] 03/10/2018 16:35

Showing as 25,000 buy on HL.

[owenski] 03/10/2018 16:33

600 looking like a barrier???

Too early to take a position here as WAND need a bit of order proof to show the new recurring revenue model is working.

It's had to go over to recurring revenue as that's the nature of - pay for what one uses - cloud dynamics, but before that it was upfront contracts, it's an evolution from what they were touting and they need to show the money before the market piles back in. Just my opinion.

[tickboo] 03/10/2018 16:33

Looking st the trades near the timeIt's a definite sell and explains the massive drop. Hope this bounces soon and bounces hard. That said, if it continues to drop I'll take some more.

[vanadiumx] 03/10/2018 16:28

A cheeky 25,000 shares at 5.90....timestamped at 14.25, before the market dropped. So should we assume that was a sell?

[tickboo] 03/10/2018 07:54

A decent case study and here's hoping IBM start to win some chunky contracts towards the end of the year as they've done historically.

[aishah] 03/10/2018 06:13

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[jackdaw4243] 02/10/2018 17:58

Lets hope we hold £6.00 support, the market makers are still prepared to to take the odd 5k sell but I struggle to get a 5k buy as its above market.

[owenski] 02/10/2018 12:57

knight

spot on

[knighttokingprawn] 02/10/2018 10:39

I would trade a blowout bookings number for a hit on the top line... i think we can assume that the top line is safe.. that was the message on the update nd the subsequent analysts commnetary ( again guided by the company) ... Bookings number will drive the stock from here..( and expectations around that) ...

I hope they have reviewd their strategy around investor updates...

I dont see the stock doing much ..... the holders are a pretty tight bunch.. and new money has been spooked by the volatility I would guess... so a show me report ahead .....before the stock works again..imo.

[tickboo] 02/10/2018 10:16

Agreed and I'm sure some of their major backers who have been patient so far will be tested if FY isn't achieved or better.Historically a lot of deals have been completed in Q4 so here's hoping the same applies and some, although the focus is on cloud revenue it'd be handy for IBM to produce another elephant in Q4.

[owenski] 02/10/2018 10:08

They got most of this years revenue forward booked, they're looking for an additional $6m to make forecasts, hardly demanding with what's supposed to be in the pipeline..... If they can't make those forecasts then there's something seriously wrong here.

I would hope they'll exceed that.

[tickboo] 02/10/2018 10:04

We'll both the CFO and CEO saying they believe hitting FY expectations won't be an issue due to the revenue that will be realised so they're chasing down a conservative figure. They'll have a fair amount of egg on their faces if they don't achieve it and hopefully they'll for once exceed. They also said the costs were on track for what they anticipated so it's all about closing those deals. Hopefully we'll have news on Alibaba's first contract wins soon.

[jackdaw4243] 02/10/2018 07:34

There is always two sides to a balance sheet, that's why it's called that. Income is one and expenditure the other, has he commented on that.Cash burn could be a problem if income does not meet expectations.

[vanadiumx] 01/10/2018 23:55

bg23 thank you for posting. WAND senior management seem quietly confident.

Just wondering why Google haven't stepped up to the plate yet with WAND?

This is interesting (from May 2018):

[owenski] 01/10/2018 15:19

I calculated conservatively - £4m for the recent data pool announcement at 'full take up' - which equates to circa $5m USD, before seeing that Edison interview, so I'm pleased that I was in the ball park for that and that the range is estimated at 5 - 10m USD.

I think I've got the model here reasonably accurate. That Edison interview is really useful, puts a bit more substance to future expectations here.

I'm hoping that they majorly exceed $20m for current year as the growth rate at the current M.cap still looks a bit juicy.

As said, needs a bit of news flow to prove the model is bedding in and the money is flowing.

Their partnership route is top tier, all the majors tied in so I can't see why WAND shouldn't be a lot higher in M.cap over time, I'd have thought a billion USD or more.

WAND also looks like it could become a critical and necessary utility for takeover at some point - maybe?

We shall see.

[tickboo] 01/10/2018 13:15

Worth watching and good to hear from the CFO we pretty much have a $10m start to H2 with what's already in the pot so another $6m-7m or so should be achievable and hopefully they'll exceed FY forecasts. The recurring revenue is exciting and should grow each year with inevitable increases in data. The recent example being The automotive co win which is $200,000 for around 2.6% of their data and given other projects that have been earmarked in a couple of years it could be a $5m-$10m recurring fee. First and foremost deliver or exceed H2 and therefore FY18 forecasts.

[bg23] 01/10/2018 12:24

v interesting on 2 fronts,

1- the CFO talks about H2 income against expetations and i think makes a good point for saying its not a stretch to meet guidance.
2- the latter discussion on Blockchain, goes quite some way to explaining the product and possible uses.