Wandisco Share Discussion Threads

[tickboo] 05/12/2018 11:59

Wand are pushing their presence on the AWS market place. Another tweet by them -Extend to the cloud for on-demand processing, offsite disaster recovery & data archiving. bit.ly/2QzhYMdWhich followed -Data continuously available, in any environment, in every location. Check out WANdisco Fusion on the #AWS Marketplace: amzn.to/2DQlYkM #reInventSurely wand is talking to Google and trying to get closer to them, all the other major providers are close to wand so hopefully Google will integrate wand's tech rather than having plug ins.

[tickboo] 03/12/2018 13:26

From Microsoft today -The resurgence -- Microsoft last wore the most-valuable crown in 2003 -- can be traced to Mr. Nadella's vigorous pursuit of web-based services known as cloud computing, which had threatened to undermine Microsoft's own business selling productivity and data-center software companies and people installed on their own computers."They built a strategy for the cloud when the cloud was really starting to emerge," said Matt McIlwain, managing director of Madrona Venture Group, a Seattle firm that invests in cloud startups. "Enterprises started embracing the cloud just as Microsoft was starting to get it right."Microsoft's first ascent up the market-cap mountain was powered by its ubiquitous Windows operating system and Office productivity software, and the aggressive leadership of co-founder Bill Gates. The CEO leveraged his Windows monopoly to move into new markets, a strategy that launched battles with regulators in the U.S. and abroad.Settling those matters led to new rules for Microsoft's conduct that slowed the company's growth. Its stock stagnated for a decade. Since Mr. Nadella took over as CEO five years ago, Microsoft's shares have tripled, buttressing the statuses of Mr. Gates and former CEO Steve Ballmer -- still two of Microsoft's biggest shareholders -- as some of the world's wealthiest individuals.At The Wall Street Journal's WSJ Tech D.Live conference in November, Mr. Ballmer said enterprise business powers Microsoft today. Mr. Nadella took a company with good profit streams and technology "to whole new levels," he said.Microsoft's Azure cloud business has been key, with revenue climbing more than 76% every quarter since the company began reporting the metric in October 2015."I think Satya has done a great job," Mr. Ballmer said. "I think that's fantastic and as a shareholder I think it's double and triple fantastic."Mr. Nadella has sought to change Microsoft's culture. On his watch, it has taken public positions on contentious issues, calling for regulation of facial-recognition tech and responsible use of artificial-intelligence software. He moved away from some of Mr. Ballmer's bets, dismantling the company's mobile-phone business, and prioritized working with partners in the cloud and elsewhere, putting popular Microsoft apps on Apple's iOS and Google's Android software."They've succeeded under Satya because they have developed a different persona," said Bob Muglia, a former Microsoft executive who is now CEO of Snowflake Computing Inc., a data-warehousing service.Amazon still dominates the cloud. The online retail giant last year held a 51.8% share of the world-wide cloud-infrastructure market, according to the market-research firm Gartner Inc. Microsoft is second, with 13.3% of the market.Wall Street expects the cloud to keep booming. Gartner estimated the world-wide market for cloud-infrastructure services like the ones Microsoft and Amazon sell will grow to $63 billion in 2021 from $23.6 billion last year.

[knighttokingprawn] 03/12/2018 13:07

He is placing an outside bet in Azure I suspect . I think his near term momentum at Msft is significant, I think there is plenty of evidence to suggest IBM has been a bit of a disappointment ..Azure really is in the cloud business and certainly in the hybrid cloud business .. There isnt a tonne of evidence to suggest IBM is ... (in fact RHat aqusition would confirm that they are floundering for a narrative here

[tickboo] 03/12/2018 12:04

Not sure why DR included Azure and not the other patterns in the job ad. WANdisco didn't tweet with Azure. Anyway, good to see more engineers being hired, hopefully things are ramping in up the volume of clients, they need to be! Given they're junior I bet they're not being replaced as such but are additions. We (@wandisco) are hiring 2 two junior front end #engineers based in our #sheffield office. Great opportunity to work with smart people and develop great skills along the way #cloud #azure? ? #hybridcloud #multicloud

[garth] 03/12/2018 07:48

Bamboo/nimbo1,

But the law of symmetry on that chart is exerting a prophetic force...

G.

[nimbo1] 03/12/2018 06:49

Qruz everyone is worried- which is why the share price is at 3.50! Thats the opportunity imo

[qruz] 02/12/2018 22:11

Is anyone else also very worried here?

Only 1 contract announcement lately which was just $1m..1 month ago, then before we had one for 200k! back in Sept... We now realistically have 20 odd days left of the year for WAND before everyone goes off for Xmas..

Yes there's small licensing deals probably going on, but if there's no big ones to help I can't see this going well for full year results currently.

Already well behind in 1H..

[bamboo2] 02/12/2018 21:14

There is clear support developing at 350.
A couple of potential turns on my chart for the middle of next week.

The trades that showed up late on Friday look like late reported from earlier in the week.

[tickboo] 02/12/2018 12:16

It'd be nice to finish the week nearer to £4 than £3.50. Hopefully a good start to the week tomorrow.

[knighttokingprawn] 02/12/2018 09:16

Tickboo

With Trump making friends with China and the Fed going dovish .. this should take the foot off the liquidity crunch hurting small and midcap.. I have a feeling the next couple of weeks will see us repair the damage on Wand.

[knighttokingprawn] 01/12/2018 17:59

No problem

It is on here you are right but not obvious on the exchange ..

Odd.

[tickboo] 01/12/2018 17:48

They were showing on here after hours but at 09:48. That said they're not showing on lse and others. Disregard that then. Apologies.

[knighttokingprawn] 01/12/2018 15:35

Tick .. where you seeing tha?

[tickboo] 01/12/2018 11:06

What's with the 3 19,405 buys at 3.92, well over the ask. Good to see but a crazy premium which is odd. Interesting to see where this goes on Monday.

[jackdaw4243] 30/11/2018 21:18

Watch out for the "Tree Shake" if that's the case.

[knighttokingprawn] 30/11/2018 19:58

Jack

I guess I am saying there is little evidence of the key shareholders getting out. There is never a shortage of any stock in a secondary markets it’s there , it moves around .. but I think it’s pretty tightly held.. I reckon no more that 10 pct of stock has turned over in the last 40 trading days .. that’s not a significant amount .....

I bought a tiny amount yesterday and it popped through the spread .. there is nothing going on here ..

I am not naive this is last chance saloon.. I think the clever bit will be what happens when the news hits and whether longs use it to puke their positions or whether they read it as the start of the channel strategy payoff?

That’s why I love playing in these names ...

[tickboo] 30/11/2018 18:33

This has been painful as I added some at over £10, not many but since the fall have added over 20,000 from 5.40 down to 3.59 and have lowered my average so although painful in now on 75,000 and believe this will be back to double figures come end of Jan. DR needs to deliver a decent update on Jan and no jam tomorrow. He must've spent time with the large holders who haven't reduced their exposure. Be nice if some added but the main thing is they're staying put.

[tickboo] 30/11/2018 18:30

I think there are sticky holders and given the volume of late supports this. The lack of contract RNSs is due to the new strategy of going after a higher number of lower value contracts that have recurring revenue and are likely to increase as their data needs do so. Winning a $200,000 contract is not material so won't be published in an RNS, they need to secure a decent number but I imagine if they're near to it FY19 will be revised upwards given the recurring revenues and partners closing more deals. I'm hoping we get IBM winning some big ticket jobs that'll get this back on the radar for those waiting.

[jackdaw4243] 30/11/2018 18:18

KTKP

Are you saying there is a stock shortage ?

[redrag1] 30/11/2018 15:40

I think - with little real knowledge of these things - that Wand has a huge amount of work to do re charts...on the daily, all the moving averages are above spot so momentum is negative ...only above £6.70 do we start to get more positive...so I fear it may take some time and no little good news to get the share price back onto an even keel! Luckily we have and product in our side!

[nimbo1] 30/11/2018 14:09

well it looks like a bottom is forming - I'm not a chartist but could be forming a base! And volume seems to be falling and perhaps sellers exhausted in the absence of bad news.

Bought 5000 at 3.67

Edit: mm's still discouraging sellers etc so probably a while to go yet but Im happy to hold onto this tranche unless we go below 3.30...

[tickboo] 30/11/2018 10:10

Any other chartists out there with a view on this? It'd be nice to have a few consecutive blue days for a change.

[knighttokingprawn] 29/11/2018 17:19

As Insay a private company with public market scrutiny ... these deals take for ever and don’t work in stock market time

[jackdaw4243] 29/11/2018 17:13

An interesting site that I have visited over the years that some may find interesting

"British Bulls" its all about real time candlestick trading, as I said "interesting"only.

Wand is in a Bullish Harami, however this candle Stick Trading does give a good indication of buying strength and selling strength

A Chap I had more faith in was Edd Matts and his "Elliot Waves".

Wand is looking for a reversal of the selling trend and it is possible that we are at that stage now at £3.50, DYOR.