Wandisco Share Discussion Threads

[tickboo] 29/11/2018 16:04

The contract was meant to be awarded by now. I hope it will be before year end. When they're moving the data they'll be using AWS' Snowball or Azure's Data Box, both use wand's fusion. Great that wand's plug ins are now available with AWS as well as Azure. Has to be good news. Microsoft makes its pitch for the Pentagon cloud contract with expanded federal certificationsBy Tom Krazit on October 9, 2018 at 8:10 amThe bids for the $10 billion Department of Defense cloud computing contract are due by the end of the week, and Microsoft laid out its case for that business Tuesday in a blog post that highlighted its ability to secure the most sensitive government applications.By the end of the first quarter of next year, Microsoft will have completed its work on Azure Government Secret, first announced last year. At that point, Azure Government Secret will support "Secret U.S. classified data or Defense Information Systems Agency (DISA) Impact Level 6 workloads," and support for Top Secret workloads will follow soon after, said Julia White, corporate vice president for Microsoft Azure, in the post.These certifications are a big deal in the world of government cloud computing, and they are one of the reasons Google dropped out of the running for the JEDI contract Monday. It takes time to win the trust of federal regulators tasked with evaluating these services, and both Microsoft and Amazon Web Services have been working with government customers for several years on obtaining the relevant certifications.But FedRAMP certifications are just the starting point for vendors that want to compete for the Pentagon contract, which will transform the military's information technology infrastructure over a ten-year period. A single vendor will be asked to do all of the work, which has ruffled the feathers of niche cloud players like Oracle and IBM that wanted to compete for parts of the business.Given that insistence on a single vendor, only AWS and Microsoft are thought to have the right certifications and technology depth to really compete. White laid out Microsoft's case in a nearly 1,000-word prelude to the company's announcement of the new cloud certifications, leaning heavily on the "intelligent cloud and intelligent edge" mantra that has defined the Satya Nadella era of Microsoft.Julia White, Microsoft's corporate vice president, Cloud and Infrastructure, speaks at Microsoft Inspire. (Microsoft Photo)"Other cloud vendors claim support for cloud/edge computing with servers that run VMs or containers. However, this approach doesn't recognize the massive diversity of edge devices and use cases, nor provides the consistent approach across app model, management and security that government solutions require," White wrote.Based on that, it sounds like Microsoft's bid for the DoD work will treat soldiers and military vehicles on the battlefield as the ultimate edge computing devices, able to gather and process some data on their own but with a need for a secure cloud in the rear to complete the picture."These connected systems and devices will help government agencies across a huge array of mission goals, such as tracking water quality, improving emergency management, speeding maintenance of vital equipment, and bringing insight into complex real-world logistics problems," she wrote.Microsoft also pointed out that the Azure Data Box family of storage devices it highlighted at Inspire last month will be soon available for government customers. These devices let customers quickly upload data into a storage container that can be transported back to an Azure data center much more quickly than sending that data over the internet.The company also announced Azure Reservations, which will let government customers sign up for one-year or three-year blocks of cloud services to fix their costs in place for an extended period of time.

[knighttokingprawn] 29/11/2018 15:22

Nibbling again

[tickboo] 29/11/2018 15:03

You can sell at 4p a share profit! Let's hope the sellers don't appear and we can have a blue day.

[tickboo] 29/11/2018 13:57

Whether it goes a little lower in the short term or not I'm sure it will look like great value come end of Jan.

[jackdaw4243] 29/11/2018 12:59

Well that should be the kiss of death added @ £3.56.

[tickboo] 29/11/2018 12:29

Agreed and although not massive sums it was good to see some of the BoD buying. Their LiveData for multicloud launched should provide a spring board for 19 and beyond. Hopefully Alibaba are having a start like Azure, any new client moving to their cloud will be using fusion as it's embedded so I'm sure revenue is already being generated. Hopefully we don't go much below 3.40 and can start to move on up. It's been a long time coming to reverse the downtrend.

[knighttokingprawn] 29/11/2018 12:18

This is a precursor to that ... as I keep saying nobody that matters here is selling.. the noise we have suffered is just that... (IMO) .. we should view this as a private company closely held and we wait.

[tickboo] 29/11/2018 12:04

I saw that on twitter which is great news and perhaps that's why DR was in Seattle last week or whenever it was.Am surprised that the pricing doesn't have economies of scale so 3 years might be $80,000 pa rather than $90,000. Hopefully we get news before year end on AWS or Azure winning the US gov contract. I keep going on about it but it could and should be huge for the winner and wand. https://aws.amazon.com/marketplace/pp/B07B8SZND9?qid=1543200205392&sr=0-1&ref_=srh_res_product_title

[knighttokingprawn] 29/11/2018 11:47

Tickboo

Did you note Fusion now on AWS .. announcement on Wand website

[tickboo] 29/11/2018 10:26

Given the low volume I suspect many are waiting to see where this is headed before committing and who can blame them. I haven't a clue re TA and am not a savvy investor. It I do see the investment case here and believe shareholder value will be created hence I've been adding. I've reduced exposure elsewhere (at a profit) and have nearly increased my 50,000 by 50%, not quite as on 73,650. Won't be adding any more as no funds and not reducing further elsewhere.I'm praying Joan's trading update is positive and would love to hear a chunky contract or two from IBM beforehand. I expect Azure are smashing it and DR said in the recent contract win update that the Alibaba products have been recently launched and given it's a standard component is some products I assume they'll be already generating revenue as they're cloud business is growing at a massive rate. Fingers crossed!Under the sales agreement, WANdisco Fusion, a solution that seamlessly replicates transactional data at petabyte scale without downtime or disruption, will be sold as a standard component on Alibaba Cloud, covering several key aspects including Live Data migration to Alibaba Cloud, Alibaba Cloud for disaster recovery and hybrid big data with Alibaba Cloud. The partnership represents a substantial increase in WANdisco's addressable market and a significant extension of its channel strategy.

[jackdaw4243] 28/11/2018 18:28

I am not a "Chartist" but have read a book on it. we are maybe looking at Support and Resistance at the £3.5 mark.
Investors who are on the train and former investors who want to get back on ( Me having lost the cost a night out for two at Annabel's)
Breaking £3.00 would be a problem.

[tickboo] 28/11/2018 16:44

You sound like me! Since 26 Oct wand is down nearly 20% but the issue is it's down some 2/3rds since its 12 month high. The valuation was crazy but I believe the fall to be exaggerated which it will be if wand achieve FY forecasts as I imagine with recurring revs they'll improve current 19 forecast. If they miss FY18 and it's more jam tomorrow who knows how low it will go.

[jackdaw4243] 28/11/2018 16:40

Considering the pummeling tech stocks are getting WAND is holding its own.

Apple down 20% in over a month, how many millions is that.

[tickboo] 28/11/2018 16:05

I'm surprised this has held up given the number of sells v buys. It will go down if there continues to be more sells but the MMs seem keen to take it higher with fewer buys.Looking pretty poor though. The last raise was at 5.50 so we're over 35% down on that, DR must've told the large holders good times are coming as none have sold. That said, none are buying either! In order to hit FY18 and given the new strategy they'll need to secure shed loads of deals between $100k and $200k and hopefully they've been doing more for existing clients (the automotive client at $200,000 for

[tsmith2] 28/11/2018 15:50

Looks like another leg down coming

[tickboo] 27/11/2018 09:14

No worries.

[jackdaw4243] 27/11/2018 08:53

Sorry tick didn,t mean to cause offence

[jackdaw4243] 26/11/2018 21:15

It does not support a wage bill of £3.5 million, stop writing letters to Santa based on what is being released by WAND.

[tickboo] 26/11/2018 11:17

I got joy figures wrong as it is nearer £20m revenue targeted FY18.From Nov's Edison note -WANdisco's $1m application lifecycle management (ALM) deal with a leading Chinese tech company will add support to our FY18 forecasts, although big data/cloud deals remain key to driving the inflection. The recent retrenchment in the share price appears to be discounting a miss, but we continue to believe that achieving the required inflection in H2 could be a watershed for the perception of this business's growth fundamentals.The $1m deal is an extension of an existing relationship with a leading information and communications technology provider in China. It is for the company's legacy ALM product, where we forecast a gradual fade in bookings; the deal may help moderate this.It will also support our FY18 forecasts, although an acceleration in deal flow for the big data business via the Microsoft relationship and other partners will be key to delivering the required inflection in H2. At the interims WANdisco stated it has good pipeline coverage and we have no reason to believe that has changed. Our FY18 revenue estimate requires H2 revenues of $19.0m (versus $5.7m in H1) of which c $10m looks covered already ($4m from a deal carried into H2, $3m of ALM renewals due and $3m from support and maintenance). In particular, deals through Microsoft and other cloud partners will also be structured in a recurring annual subscription licence basis, so a strong H2 should add substantial support for bookings forecasts in the future.Our reverse DCF suggests the company needs to sustain growth of c 25%+ and achieve EBITDA margins of 25%+ to deliver upside. WANdisco's cloud partners are growing revenues at substantially higher levels than this from much higher bases, while successful delivery of the company's IP-based, indirect model should support these higher margins.

[jackdaw4243] 26/11/2018 06:45

From £9.00 wouldn,t you

[tickboo] 25/11/2018 11:56

Good to see Blackrock reducing its short.

[knighttokingprawn] 24/11/2018 12:36

Tech does look ugly in the USA. But this is not a 2000 style Tech bear market. There may be some valuation issues, but the fundamentals driving tech are real in a way they were not in 2000. The bear market then was actually a credit crisis in the communications technology sector .. “build it and they will come “ .. they built and no one came .. till now ..

The world is now a connected world , and it’s moving to cloud , digital payments , e-commerce , and social is here to stay and AI , IOT and autonomous everything is real.. I think we have a stick market problem but not a fundamental problem with technology investment case ..

As it relates to wand . There is no doubt that a full blow liquidity crisis will continue to crush all small caps .. the importance of strong fundamental performance ( alpha) is key .. momentum won’t get ups there .. in this respect jackdaw and others on the board are right to be cautious .. stories don’t work in this tape .. but execution will..

[jackdaw4243] 24/11/2018 12:03

KTKP

Good Post

I'd go along with what you are saying, I am assuming that WAND's products are an "add on" to a bigger deal with the agents and as such have a different priority.

All my "stops" have been hit with Wand some weeks ago and I am a little out of pocket, however I am at the station waiting for the train to leave as I want to be on it, but not sure of the platform (Pardon the Pun)

Tech stocks in US are having a bad time not to mention "G E" in melt down.

[tickboo] 24/11/2018 12:01

That's why they've changed their approach in going for smaller initial deals that recur and should grow each year. It means they'll have more visibility rather than the big ticket deals that are tricky to predict. Short term pain (I've taken it as an opportunity to top up and lower my average) for medium and long term gain. My view anyway.