Wandisco Share Discussion Threads

[jackdaw4243] 28/10/2018 09:46

OK stand corrected, thank you. Would it be correct then to say you do not necessarily have to sell shares to pay the tax if you have cash.

[bookbroker] 28/10/2018 09:32

It seems that is correct, whenever share options are exercised, it is noticeable that a proportion are sold pretty quick to satisfy the tax liability!

[knighttokingprawn] 27/10/2018 23:29

Melton John is correct.

[melton john] 27/10/2018 20:27

I'm sure you're wrong. Options are classed as income, not capital gains. Hence tax is liable immediately. This was the case when I cashed in options in the company I worked for.

[jackdaw4243] 27/10/2018 17:58

Following on
You may have loss to offset any gains you have had in 2017.2018.

[jackdaw4243] 27/10/2018 17:56

Tick
You have a tax liability after the gain but not immediately, all to do with 5th April.

The directors of Wand will have it all worked out.

2 million shares at £12+ down to £4 and pushing £3.5

[tickboo] 26/10/2018 16:13

The others sells were to pay for tax etc which isn't uncommon. When this bounces it should bounce hard but it's a question of where the bottom is I guess.

[tickboo] 26/10/2018 14:40

They had to sell in the lastRAise

[fuji99] 26/10/2018 11:41

Directors selling was not helpful too.

[tsmith2] 26/10/2018 11:11

Down to £2-2.2 mark

[fuji99] 26/10/2018 10:47

Can one imagine that WAND came down from £16 to 76p to go back again all the way up to £12. Now we are where we are at new lows again. This is amazing.

[knighttokingprawn] 26/10/2018 09:16

Hornblower , that is a great point BUT my speculation is that it is driven more by the terms with Microsoft ...

We are getting way too pessimistic here ..

[horneblower] 26/10/2018 08:48

Nearly all major service providers have switched to 'subscription' style pricing as it gives a far smoother income flow giving comfort that future earnings are more secure.
But that is because they are offering a continuous service.

I do wonder whether WAND may have shot itself in the foot by switching too early to this method of pricing. It may offer a continuous service but isn't most of its offering one-off at the moment?

It is never easy to predict the bottom on a chart like WAND's and usually it is best to wait for a bottom pattern to emerge. There is a rising line suggesting somewhere around 360 but it is not that strong.

I bought just below £4 but am out at a loss.

[knighttokingprawn] 26/10/2018 07:41

I think to be honest given the obvious strength in cloud , this is the knock on Wand.. where is the momentum given the power of the end market.. I believe this is addressed this side of year end ( it needs to be) .. I worry about liquidity drain .. Wand needs to put up something massive to get the stock working ...

I think they will.

[tickboo] 26/10/2018 02:43

Am OEM with google would be the biggy.

[tickboo] 26/10/2018 02:42

Amazon Web Services (AWS) accounted for 55% of the company's operating profit in Q2, 2018, despite contributing only 12% to the company's net sales. In Q1, 2018 services accounted for 40% of Amazon's revenue, up from 26% three years earlier. Source: Cloud Business Drives Amazon's Profits, Statista, July 27, 2018.Enterprise adoption of Microsoft Azure increased significantly from 43% to 58% attaining a 35% CAGR while AWS adoption increased from 59% to 68%. Enterprise respondents with future projects (the combination of experimenting and planning to use) show the most interest in Google (41%). Source: RightScale 2018 State of the Cloud Report. Please click on the graphic to expand for easier viewing.The enterprise SaaS market is now generating $20B in quarterly revenues for software vendors, a number that is growing by 32% per year. Microsoft is in the lead with a worldwide market share of over 17% and is now the leading SaaS vendor primarily due to its leadership in the high-growth collaboration segment.Anyway, loads more stats out there but it's the growth area.

[tickboo] 25/10/2018 16:49

IBM, AWS, Oracle et al major growth is coming from their cloud businesses. Whether this has further to fall who knows but it'll surely only be short term. Hope so anyway.

[bg23] 25/10/2018 16:14

MSFT'S azure grew revenues in the hi 70%'s last quarter...... cloud is king and where its at

be interesting to see what AMAZON'S cloud business does q on q.

[tickboo] 25/10/2018 11:20

Good stuff nimbo. Rest assured I won't buy any more until this definitely turns as I'll jinx it! Good to see blue and long may it continue, the collapse seems over done and hopefully they achieve FY forecasts. I keep banging on about the possible US gov contract as that's surely a game changer if wand is involved with the initial data move and more than likely recurring revenues as they'll want the data live while in the cloud. I'd imagine AWS will have included that as part of their offering as Microsoft as standard.

[nimbo1] 25/10/2018 11:08

Confirmation that people are watching and most have already sold is enough for me to think we are near the bottom. Only time will tell if its the right decision.

[garth] 25/10/2018 10:56

I'm watching again and waiting. The January 2017 gap up concerns me in this current market though, while still in a firm downtrend...

G.

[cp245] 25/10/2018 10:44

I guess everyone waiting for the mid terms rally.

[losses] 25/10/2018 09:49

Still watching to buy in didn't take long to come down to 400 which was my initial target..Maybe buy back in on good news or just wait for 250-280

[knighttokingprawn] 25/10/2018 09:47

Strong buy here.

Full year will close

Bookings are strong and growing

Msft partnership is real and material ..

Msft is “the” cloud play for enterprise

CFO and CEO buying stock

Valuation compelling .. 2019! Bookings $50 ! 3-4x bookings .. scoop it up