Wandisco Share Discussion Threads

[knighttokingprawn] 10/10/2018 12:53

Let’s hope they are not planning anything silly here like another equity raise .. feels messy ..

No doubt this is minimum a potential reset from where we came from
.. the firts hype cycle now collapsing and the stock will be back to square 1!

Some work to be done now to repair ..fund managers likely be thinking about sell strength as and when it comes... the good news is that it’s is show time for DR no more if when and maybes .. it’s plain old fashioned show me time .. when the stock doesn’t respond to the next RNS maybe the penny will drop ! ? It will be ALL about the numbers .. doubt any new money coming in until it’s “ obvious “

[jackdaw4243] 10/10/2018 12:41

11K BUYS AND 45K SELLS

Not much support out there

[tickboo] 09/10/2018 09:42

I see Blackrock increased its short on 4th Oct to 1.04% so I'll definitely hold tight!

[tickboo] 09/10/2018 08:03

Yes I have grasped that concept. The point is I believe this will be a lot higher come end of Jan so whether I get another 2,500 more at 5.50Or 4 will cost me in the short term but not medium term.

[jackdaw4243] 08/10/2018 22:53

Great, Marvelous , superb, wonderful but you need to sell it more than it cost's .

[tickboo] 08/10/2018 21:21

Interesting both what the literal meaning is and the one applied to securities. Hopefully with Alibaba's first contract RNS'd and some other this will move quickly upwards!Wandisco just retweeted Azures blog although it's from June with a director of product and channel and and an Azure big data program manager. Andrea Braida of WANdisco: Hi Pranav! What is the financial services sector doing with hybrid cloud and banking analytics? What is the mindset and how do they think in strategic terms?Pranav Rastogi of Microsoft: I think the move to the cloud is last year's story. Today's CDO's are looking to exploit cloud capabilities, which means real-time data while enjoying the same protections and governance as traditional data. The opportunity is right there for Microsoft Azure to demonstrate its awesome cloud capabilities, and WANdisco to provide the enabling live data environment.It's no longer good enough to deliver historic data analysis: all the action is out there at the real-time edge. As data ages, it loses value; data in real time represents money, because you can make decisions – maybe anti-fraud at the transaction level, maybe strategic at the corporate level – at the moment that the data is generated.Live data everywhere really creates one thing: value. This is a huge step forward for financial institutions, but presents a big problem: How do they keep a complete, integrated view of their data, divided between the cloud and on-prem?Andrea: Exactly. Can you help me understand which technologies are really driving data agility?Pranav: The biggest change came with cloud, which suddenly made it easy for customers to experiment. Azure provides a broad set of IaaS, PaaS, and SaaS offerings, which allows customers to focus on the code without having to worry about the infrastructure.The combination of the speed of setting up new services plus the need to run banking analytics as close to data as possible resulted in a rapid, and huge, move to the cloud. Financial institutions have deployed solutions built on machine learning and AI that offer fraud detection and automated remediation right where the data is generated even at the edge. This is very different from transferring data back to the center for analysis, reporting, and sending back the result to the origin.For machine learning and AI-based solutions to become truly effective, however, they need good training data – otherwise they will fail to detect fraud or produce false positives, and banks and consumers will lose trust in the system fairly quickly. So financial institutions must ensure that the training data is valid and accurate. With the proliferation of devices and transactions, banks are capturing and managing exabytes of data.How do banks ensure that they have a single version of the truth across all of the sources and destinations that exist including the challenges of hybrid-clouds? For the data to be usable and provide a rich source for predictive analytics and AI training, it must be synchronized in some manner across all these sources. There is an immediate need for a solution that ensures data is synchronized across systems regardless of on-prem, cloud, and devices, even during migrations, and also enables full business continuity and disaster recovery (BCDR).Andrea: Would you say that these challenges stop financial institutions from exploiting the cloud?Pranav: I'm seeing customers struggle. Financial institutions have figured out the capabilities that cloud offers. The first cloud journey is lifting and shifting current applications to take advantage of cloud capacity, scalability and more. The second journey concerns digitally transforming their business through banking data analytics, which is the more critical part of the workload.In moving banking data analytics workloads, the key challenge is how quickly they can move – and that's where they struggle. How can they replicate these huge, huge quantities of data in real-time?As we speak, I think the process is fairly involved, with a typical analytical application proof-of-concept taking some three to six months. One of the hardest parts is figuring out which data sets to move and ensuring that the integrity of those data sets is preserved as the data is being replicated from their environment to the public cloud.Andrea: Well a six-month proof of concept sure takes the shine off the speed and ability of the cloud. How are people cutting that delay?Pranav: The 'live data' concept is the first real breakthrough idea that accelerates the move to cloud. Having data fully available, having the same data that you have on-prem and always in sync, creates the ability to exploit new ideas on the cloud. Live Data removes a major block from executing a proof of concept: the data is already there – valid, accurate, and ready to run. HDInsight Application Platform allows customers to deploy a secured WANdisco Fusion instance using the Azure Marketplace to reduce the proof of concept time.Andrea: As well as solving the technical challenges around data replication, how else can the 'live data' concept assist financial institutions? I'm thinking here of regulatory compliance, including availability and business continuity.Pranav: I would argue that data is secondary to the application environment, governance and policies. Does the cloud meet those standards? Azure is in a good space for financial institutions because it meets data residency, sovereignty, compliance, and resiliency requirements are honored within geographical boundaries especially for analytics.While it is important that you have Live Data available everywhere, it's also important to ensure that you have live policies available, across all the environments that you have deployed. And those policies must meet business continuity and disaster recovery (BC/DR) requirements.WANdisco Live Data supports replication of Live Data to several Microsoft analytical services including HDInsight, Azure Data Lake Store, Azure Storage, and more. WANdisco supports replication for the most popular open source ecosystems such as Apache Hadoop, Spark and more.My conclusion is that live data can apply to data, application, metadata, policies, and more, to allow financial institutions to build enterprise solutions in the cloud faster. As I said before in the example of fraudulent transactions, you can lose trust in a system very rapidly, and governance is therefore a critical part of the mix.Andrea: Thanks for your time today!Pranav: Sure thing. You can learn more about continuously available data by reading my recent blog on this topic. Thanks for the interview!

[jackdaw4243] 08/10/2018 21:12

Google "Whipsaw"

[tickboo] 08/10/2018 20:52

Only at the weekend. Okay not funny but I can make some funds available. That said, 55,000 here now but if this drops further I may try and get another 2,500.

[jackdaw4243] 08/10/2018 20:48

tickboo

You must have some powder

[tickboo] 08/10/2018 20:24

A rights issue would be a disaster.They had $18m end of June and if they burn another $8m it leaves them with $10m. I'd assume sales in 19 will ramp up and with recurring revenues that should increase year on year (assuming their clients data increases) I'd hope they don't need to rise more funds. Costs have increased this year but I'd hope they'd stabilise from next so I'd hope FY19 they're near to break even. We'll see but they'd better hit FY18 forecasts or many will lose patience. I'll sit tight for the time being and keep some powder dry should this drop further.

[jackdaw4243] 08/10/2018 19:56

Owenski sounds like the person who knows the ups and downs of trading , my days of a "local" long gone.

[jackdaw4243] 08/10/2018 18:59

KPI from accounts 31 December 2017 Directors statements. As I said before they need to go some to get from £2.5 million p/a or £200,000 per month to cover salaries of £3.5. CFO Miller is a numbers man and he will be saying to DR "I have the bottom line" you deliver on the top line that makes my bottom line sensible. The Funds will be saying "No rights Issue".

[tickboo] 08/10/2018 18:02

Can go from £2.5m to £30m in terms of which KPI?

[jackdaw4243] 08/10/2018 17:46

tickboo

Catching a fallen Knife

With your holding of over 50,000 I would be sitting still ATMIT and wait. I thought at one time this price drop was a "Tree Shake" at £9.00 as the market makers were short of stock,now I go along with KTKP and the CFO needs to come up with numbers that say Wan can go from £2.5 million a year (Less than Kings Cross Coffee Bar) to £30 million.

[tickboo] 08/10/2018 17:13

Know what you mean so will see what the next few days bring before buying.

[jackdaw4243] 08/10/2018 17:07

CAFK not my style but good luck.

[tickboo] 08/10/2018 16:35

It recovered somewhat, maybe I should've got some more at 5.19. See what tomorrow brings.

[losses] 08/10/2018 15:03

Waiting for 400 still

[tickboo] 08/10/2018 15:00

Wanna get some more but will bide my time as Friday's buys I could've got for £1,600 or so less.

[jackdaw4243] 08/10/2018 10:19

Whoops
One of my stop gone, not a good Monday morning.

[knighttokingprawn] 08/10/2018 10:11

Nimbo

You are absolutely correct. The danger for Wand investors here is that the market is derating and liquidity premiums are going up .. in other words a £50 mn bookings number may only warrant a 5x multiple ..

It’s a proper concern as we may have missed a window here ..

[jackdaw4243] 08/10/2018 10:07

Tickboo
Good video many thanks, D R makes a very good sales pitch and mentions some impressive clients. He would sound a bit more credible if he was talking from a turnover base of £25 million instead of £2.5 million
As I said previously lets hope they hit the numbers over the next three months.

[nimbo1] 08/10/2018 09:55

the danger here isn't necessarily wandisco related. liquidity has gone completely from the market and this could be get much lower than we think even if wand performs as we hope going forward. A few months to news could feel like a long time unfortunately.

[tickboo] 08/10/2018 09:44

Bought prematurely last week. Oh well I still believe and the larger holders seemingly do too. Obviously DR needs to hit forecasts but between now and mid Jan when the trading update comes out some Alibaba deals would go down well. I'm gonna sit tight and see where this goes before buying more.

[knighttokingprawn] 08/10/2018 07:37

There has to be an assumption here that H2 and the full year is ok. The managemnet have stated it on the half year and on video, they walk us through the numbers nd analyst ahve written it up in their post half year analysis. The knock on the stock is that expectaions into half year were high... for some reason we had new money been sucked in in the form of swedish fund and some new US money.... this dragged in momentum money between £8 and £12... the momentum money is getting out ... our hope is thta the swedish and other longer term holders ..stay in...

Its a plain fact that the stock is expensive ... in fact its expensive all the way from whence it came to £2.. and lower IF it cannot demdisablede the acceleration in BOOKINGS between now and the middle of 2019...I think for a while Revenue is going to be hard to model acurately until we get a sesne of the cadence of new deal conversion from bookings to recognised revenue....

We are hearing that pipeline is very strong
We know that they are signned up to all the major cloud plays in either the form of partnerships or OEM
We know that they have proven use cases around premise and cloud ie we know that cusomers balue the product
We DONT actually know if this translates into deal volume


So BOOKINGS momentum will get us out of the hole, I still dont think we should wring our hands too much about revenue or cash burn... all the indications ar ethat the next half year are the proof points on the stock.. if it doesnt take off by q1 of 2019 its a busted flush.. we hold an option here ... worth a lot or zero... dont fret the stuff inbetween...