Wandisco Share Discussion Threads

[jackdaw4243] 13/1/2019 16:16

Tick

It would appear that you have an inside track into WAND and its accounts and as you have over 60,000 shares I would expect nothing less.

[jackdaw4243] 12/1/2019 17:47

I hope your prediction help the situation, however last accounts had £2.5 income and Administration £8.00 million loss of £5,019,911, are you saying or who ever you get this information from the company has been turned around and in profit.

[tickboo] 12/1/2019 13:12

I don't think my predictions are that optimistic and if they're a fair whack away it'll be more than a little disappointing. H2 has to be a hell of a lot better than H1 as we can't afford to burn too much cash. I imagine the outlook and commentary will be positive but the most important thing is to have decent cash in the bank as if they burn another $5m or so in cash to leave $13m or so with debt they'll be a cash call worry. The CFO was confident he's managing costs and although we have some heavy weight appointments it was at the end of the year so shouldn't have a significant impact so it's up to DR to hit the bookings and revenue targets. There's only so much patience the large backers will have. I don't expect to be more than 10% out with my predictions. Important we beat last year's bookings number so if we're more than 10% below my forecast we will be below it which won't look good. Yes we were well below in H1 comparatively but the focus changed and all the smaller contracts they've won should scale up and recur. Fingers crossed.

[tickboo] 11/1/2019 18:24

I don't think my predictions are off-key. Anyone want to do the same? I'll put a 5er on me being the closest ;)

[bamboo2] 11/1/2019 17:58

In terms of positive price action, the outlook will probably be more important than the figs.

[jackdaw4243] 11/1/2019 17:41

I hope you are a prophet that puts us all in profit.

[tickboo] 11/1/2019 11:11

I've got some time so am going to do something pointless and guess what the update will bring and have included some highlights from the Sept update (H1 18) below it. My estimates (source code higher than before due to Chinese win RNS)Record bookings secured in 2018, up 6.7% year-on-year to $24million (2017: $22.5million)Bookings in H2 2018 up 22% year-on-year to $15million (H2 2017: $12.3 million)Big Data bookings for WANdisco Fusion ("Fusion") up nearly 10% in 2018 to $17.2million (2017: $15.7million)From Sept 2018 update on H1 18Total bookings secured in H1 2018 of $9 million (H1 2017: $10.2 million)o Big Data bookings secured for WANdisco Fusion ("Fusion") of $6.2 million (H1 2017: $7.0 million) -- Source Code Management bookings of $2.8 million (H1 2017: $3.2 million) -- Cash on balance sheet of $18 million

[tickboo] 11/1/2019 09:52

Although we're moving on tiny volume we moved back down yesterday on small volume too. As nimbo pointed out the dramatic fall last year was by in large on small volume so the same can work on the way up.That said I hope the update is viewed as positive and we have some large volume days to follow.

[knighttokingprawn] 11/1/2019 09:24

I wouldn’t disagree with the assertion that cloud endure isn’t a direct comparison but it might be “good enough” technology AWS seem to think so ... cloud Endure patents suggest that’s it’s a batch not real-time replication engine which indeed confirm it isn’t what Wand claim to be able to do .. but does suggest AWS don’t care?

[tickboo] 11/1/2019 09:10

SBT-Well the market doesn't seem too concerned with AWS' acquisition.Your link-WHAT IS IBM BIG REPLICATE FOR BACKUP?Big Replicate is a replication technology that gives you LIVE DATA - consistent data everywhere, spanning platforms and locations, even for changing data at petabyte scale. Big Replicate enables data replication for Hadoop and cloud object stores with continuous data availability and consistency exceeding the most demanding enterprise SLAs.Big Replicate for Backup is an add-on to Big Replicate for Hadoop which provides backup and data restoration capabilities to your LIVE DATA environment. Have peace of mind and eliminate the danger of administrative errors or malicious activity losing data in a replicated environment by retaining and restoring data that has been modified in error.Big Replicate for Backup uses existing Big Replicate mechanisms for the replication of HDFS data to other clusters, extending the capability to include a system for capturing snapshots of state for a replicated location that can later be restored from earlier states. This includes administrative, application or user-initiated changes to HDFS content so that a user with suitable privileges can restore the state of a selected portion of the file system to that from a time before the error occurred.What's new in Big Replicate for Backup v2.0?1. Backup using HDFS SnapshotsBig Replicate for Backup 2.0 allows backup of HCFS data using the HDFS snapshot mechanism. HDFS Snapshots are read-only point-in-time copies of the file system which can be taken on a subtree of the file system or the entire file system. Snapshots are instantenous and very efficient – additional memory is used only when modifications are made relative to a snapshot.2. Schedule periodic backupsBig Replicate for Backup 2.0 supports scheduling of backups per replicated directory.

[superbobtaylor] 11/1/2019 08:43

I'm not sure that CloudEndure is a direct competitor to WANDisco. There is overlap but most use cases align it to Zerto as a "warm backup" DR solution that works at the VM level.

Would be interested to see if CloudEndure can scale up like WANDisco claim they can. i.e. petabyte scale. I would suspect not.

Here is IBMs latest on Big Replicate

hxxps://developer.ibm.com/hadoop/2018/12/04/announcing-ibm-big-replicate-for-backup-v2-0/

SBT

[tickboo] 11/1/2019 08:40

The question is what will the market deem good numbers? H1 was a disaster which they largely put down to the change in focus, a larger number of smaller cloud deals rather than the on premise larger ones which are tricky to predict. So the cloud ones give them recurring revenues that should increase with their clients data needs so more predictable and over time naturally higher revenues.My view is if they manage to not burn any cash H2 will be an achievement especially after H1. They need to have a profitable FY19 too. We haven't heard anything from Alibaba which is odd but I hope they've won deals like IBM that haven't been announced although I hoped they'd have announced a maiden win even if it was for $100k. Hopefully the update will be with us by this time next week, if not early part of the following week.

[knighttokingprawn] 11/1/2019 07:59

Let’s hope Wand actually start printing some decent numbers to go with the tweets !

[tickboo] 10/1/2019 17:43

A tweet from DR-The march of enterprise to public cloud is gaining steam. By the end of this year almost a third of apps will be in public cloud and by 2022 half will be in cloud.

[tickboo] 10/1/2019 16:15

It's official: Amazon Web Services (AWS) has acquired Israeli cloud disaster recovery and backup specialists CloudEndure.The news had been rumoured over the past few days, yet a short announcement from CloudEndure this morning confirmed the news. The company said no more other than that the acquisition "expands [its] ability to deliver innovative and flexible migration, disaster recovery, and backup solutions."CloudEndure offers disaster recovery, continuous backup and migration tools across AWS, Google Cloud Platform, Microsoft Azure, and VMware. Following the acquisition it is unclear as to how these paths will play out, although it is worth noting the CloudEndure website has been redesigned to reflect the news, with the 'contact us' form leading directly to a landing page for AWS' Migration Acceleration Program.The move can be seen as yet another step on the path to the next evolution of cloud. As AWS, Microsoft and Google have long since emerged victorious in the infrastructure space, the current battleground focuses on cloud management and migration.Many of these companies are now being snapped up by the behemoths – CloudHealthTech being bought by VMware, Microsoft acquiring Cloudyn – and as Michael Liebow, global managing director at Accenture notes, there are many other niche solutions out there – and they're all tempting acquisition targets."The fact is, companies that choose to build their own cloud management capabilities face a serious dilemma," Liebow wrote. "A company that bets big on a capability, assuming it will be predictable or stable for some period of time, are likely wrong."The focus for most organisations should be on the level of innovation and new services coming from the cloud providers."CloudEndure, which was founded in 2012, had acquired $18.2 million across three funding rounds before acquisition. Its series B funding comprised of two rounds, in December 2015 and March 2016, raising $6m and $7m respectively. The company's primary funder was Magma Venture Partners, while co-lead on its most recent funding was IT consultancy firm Infosys. Financials were not disclosed, although Israeli media posited the figure was around the $200m-$250m mark.CloudTech has reached out for comment and will update this story in due course.

[tickboo] 10/1/2019 16:02

Good to see Azure's databox is now more available as it uses fusion to move petabytes of data but unfortunate they had an outage in the South of the UK today. Microsoft Azure's UK South storage region developed a distinct wobble today.The company reckons only a subset of customers have been affected by the "availability issue", which began at 13:19 UTC, according to the status page.The timing is unfortunate, coming a day after Microsoft trumpeted the arrival of General Availability of its Azure Data Box Disk. The box of SSDs (up to five disks of 8TB apiece) allows customers to shunt up to 40TB per order into US, EU, Canada and Australia Azure data centres without having to twiddle their thumbs while bandwidth is devoured.Plug in (via USB 3.1, or SATA II or III), mount, and then copy copious data before shipping the thing back to Microsoft. Obviously with your own custom passkeys and 128-bit AES encryption.

[bamboo2] 10/1/2019 13:47

Looking at the volume indicator on the chart above, current volume is not that different to that of the downtrend. [note: advfn charts omit out of hours volume]

If it was enough vol to get the price down, it is probably enough to get it up!

[tickboo] 10/1/2019 13:38

A decent trading update will be less than $1m cash bunt in H2 or a little more but a really positive outlook due to recurring revs to FY19 forecast improves although most are sick of jam tomorrow. Hopefully they comeInto this year with nearly $18m in cash and some great commentary on all the partners too.

[qruz] 10/1/2019 13:08

Volume is awful yes.

Really need a solid trading update to keep this above 600

[kop202] 10/1/2019 13:01

The MM's have overdone dropping the priceScared punters off...It's there own fault

[knighttokingprawn] 10/1/2019 12:42

Horribly light volume

Would be concerned we are getting exposed here to a “pump and dump”

[tickboo] 10/1/2019 10:07

The MMs seem keen to take this higher on scant buys.