Wandisco Share Discussion Threads

[tickboo] 12/2/2019 16:44

https://twitter.com/shanebrighton/status/1095360990718373890?s=12

[tickboo] 11/2/2019 16:27

Agreed. At least the market has been given a heads up through the Edison note and assuming they hit those numbers it shouldn't be too badly hit, if at all. I assume they're waiting on closing the deal before releasing the update. Who knows though. Frustrating and jam tomorrow is getting tiresome.

[asagi] 11/2/2019 16:09

I don't think that WANdisco is the sort of company to sit on good news.

Asagi (no position)

[tickboo] 11/2/2019 09:05

Wednesday will see the trading update 4 weeks later than last year. Surely an RNS this week. DR has posted a link to their recruitment page and they're after several engineers. Hopefully this is not due to staff leaving but due to winning lots of new business. Who knows. If DR did fly to see AWS last week hopefully they concluded a deal which has been finalised and closed and announced this week. Naively optimistic maybe.

[tickboo] 09/2/2019 12:25

Not sure but agree they've paid a massive premium for it.

[jackdaw4243] 09/2/2019 09:49

Is this IBM doing this or Red Hat that they overpaid for

[tickboo] 08/2/2019 09:26

RNS next week surely? Glad it wasn't today. Azure being pushed hard.https://lnkd.in/g4PgmsQ@WANdisco Excited to partner with Microsoft to enable #LiveData migration for ADLS Gen1 customers to ADLS Gen2Come see us at #MicrosoftReady next week. @Microsoft Swing by our booth #514 and let's start planning how we accelerate your customers journey to #Azure Data Lake #Storage Gen2. #AzureDatabricks #AzureDataLakeStorage #HDInsight#Cloudera #Hadoop #WANdisco #LiveData #zerodowntime#AzureDataServices #msftadvocate

[tickboo] 06/2/2019 08:11

Yes KtoKP, I saw that yesterday and before the fact he said he was in the Sheffield office last week and then he had landed in cold, snowy Seattle. I'm going for contract news by this time next week. Hopefully contracts being tweaked as hopefully the job has expanded. One can hope. My post yesterday re Azure which is looking good and shows how hard Azure are pushing fusion. Sure the pipeline is full of Azure prospects and clients.DR just tweeted this which illustrates how closely they're working with Azure. https://lnkd.in/gESuDtfBy the way AWS' CloudEndure is quite different to Fusion. CloudEndure is block-level replication of the disks used by the machines on which applications are deployed. Machine-level replication, and does not cover big data use cases. Worth seeing the link below https://t.co/JEyc0iLqUD

[tickboo] 06/2/2019 07:06

Fair point although it was never that amount. I had 50,000 that were worth some £500,000 and I bought another nearly 29,000 at an average of around £4 from 5.60 to the 3s so never that amount. I'm now on 75,850 as sold 3,000 for 5.10 a piece. Needed some cash. I do think the delay is due to poor results which we've been given a heads up on via Edison and they want to tie in with a big win. I see the results priced in and I'm sure DR wants some good news with it to appease big holders.

[jackdaw4243] 05/2/2019 22:21

I think your a bit more than clutching at straws, as you have with nearly 70,000 shares I share your grief , that was £840,000. Now what ./

[tickboo] 05/2/2019 22:13

Dominating this board with so few shares traded!DR just tweeted this which illustrates how closely they're working with Azure. https://lnkd.in/gESuDtfBy the way AWS' CloudEndure is quite different to Fusion. CloudEndure is block-level replication of the disks used by the machines on which applications are deployed. Machine-level replication, and does not cover big data use cases. Worth seeing the link below https://t.co/JEyc0iLqUD

[tickboo] 05/2/2019 20:42

Sure he flew there from home rather than straight from the UK it's just north of where he lives/is based. Seems he had an meeting first thing, maybe I'm clutching at straws but surely it's with AWS and hopefully closing that chunky deal.

[tickboo] 05/2/2019 18:01

DR has been in the UK but posted a photo saying good morning to a cold, snow covered Seattle. To be fair he's done something similar and I'm not sure news followed but good to see him stopping off there on the way back to the West coast. Surely a meeting with AWS? Here's hoping the deal we've been told about via Edison is through AWS and is signed off this week.

[tickboo] 05/2/2019 17:43

I think we pretty much know what the FY18 looks like as Edison's revised note fella us! They missed revenue expectations but bookings up and for big data. They blamed on a large deal which is still in negotiation and increased in scope. I reckon they want to release the update with some good need. Given their positivity in Edison's video re hitting the numbers in Sept it looks poor so a chunky contract win will gloss over it.The market has surely looked at the Edison note (paid for) so has priced those estimates in? It is poor the results are late which is why I assume they consulted Edison and had the recent note published. They need to close this deal ASAP though as the tardiness looks poor especially after the late interim results.

[owenski] 05/2/2019 17:30

They had a TU out in mid Jan for 2017 & 2018

Dont like it when suddenly it's all change. Sounds like they're waiting for something or delaying poor news.

[jackdaw4243] 05/2/2019 17:17

Bought back what I sold the other day, not a great profit . A night at Annabel's or two tyres for the car. Gradually getting back what I have lost from £9 down.

£5.00 seems to be set for support with no news on the accounts for 2018/19, I think the no news being "flat" is factored in, so any upward will be "Jam Tomorrow" again and with a good deal with a major player there is hope. Let,s Hope.

[tickboo] 04/2/2019 20:38

Good article -https://twitter.com/wandisco/status/1092518073800802306?s=12WANdisco ships blockchain-driven LiveData for MultiCloud DR1WANdisco slips patented blockchain DConE technology into LiveData for MultiCloud, promising to deliver LAN-like speeds across clouds to improve disaster recovery.Johnny YuNews Writer04 Feb 2019WANdisco is using blockchain technology to make data dance in time across clouds.The vendor has made its LiveData for MultiCloud replication software generally available. LiveData incorporates WANdisco's patented blockchain Distributed Coordination Engine (DConE) technology to keep data synchronized across clouds. This results in what the vendor described as LAN-like speeds, even when servers are thousands of miles apart, aiding cloud migration, replication and disaster recovery (DR).Merv Adrian, research vice president of data and analytics at Gartner, said WANdisco is counting on its promised speed to stand out among products that use a distributed ledger to maintain consensus across clouds."It's fair to say they are able to deliver the ability to replicate data seamlessly, globally, with very little latency and very high availability and assurance," Adrian said. "And they've got customers with whom they have been doing all that."Adrian said multi-cloud DR is a valuable capability in this age of government regulations. He said the General Data Protection Regulation and other compliance laws force organizations to keep certain data local, but they still need to access that data quickly. This plays exactly into what LiveData for MultiCloud and DConE are designed to do."It feels as though the market is coming in their direction," Adrian said. "More people are going to care about multi-cloud, partly because of the network capabilities, but also because of the availability of products that run in multiple places. An infrastructure that supports that is a big deal."Joel Horwitz, senior vice president of marketing at WANdisco, based in San Ramon, Calif., said customers already used the vendor's DConE-powered Fusion platform for data migrations and disaster recovery between data center environments. LiveData for MultiCloud pushed those capabilities into multiple clouds.It feels as though the market is coming in their direction. More people are going to care about multi-cloud.Merv Adrianresearch vice president of data and analytics at Gartner"What we are seeing from customers is that they are absolutely moving their big data environments to the cloud -- and at an alarming pace," Horwitz said. "We want to get ahead of the conversation in that regard."WANdisco started in 2005 with its DConE consensus algorithm, which the vendor's early customers used for managing and backing up source code. WANdisco launched its Fusion platform in 2010, allowing customers to back up, recover and migrate data across Hadoop environments. The Fusion platform has expanded beyond Hadoop since then, and this latest WANdisco news expands DConE's capabilities to Azure Blob, Google Cloud, Dell EMC Elastic Cloud Storage and AWS S3 environments.WANdisco boasts several big-name customers, such as Electronic Arts and Vanguard."They've been at this for a while," Adrian said of WANdisco. "They do have high-level customers they can point to, and they're very well-positioned for a market that's about to get a lot hotter."

[hopesprings] 04/2/2019 19:25

Just about.

Let's just hope there's a decent RNS currently in draft!

[tickboo] 04/2/2019 15:23

So we need to finish higher than 5.16?

[tickboo] 04/2/2019 10:07

The old Chairman and CFO leaving was a good while ago so I doubt he's trying to link that to poor results. I imagine Edison's revised 2018 figures are on the money. If that's the cash and no cash has been burnt in H2 they'll still have some $13m in cash coming into 2019 and they're of course predicting a much better 2019 so cash added to the balance sheet. He definitely doesn't need to be here for auditors as the trading statement isn't audited but the March update will be. Hopefully we get the long awaited RNS this week.

[jackdaw4243] 04/2/2019 09:58

The auditors are in Leeds but meeting them does not necessarily warrant the CEO coming to the UK. The BBC thing is smoke and mirrors preparing the ground for a blame game. Hope I,m wrong.

[tickboo] 04/2/2019 08:45

Agreed although if Edison are right and no money has been burnt in H2 2018 then I doubt they'll be looking to raise funds at this juncture. My guess if that they're trying to close the large strategic deal and want to post the results with it. They've clearly consulted Edison re FY18 as didn't want to surprise the market. The strategic deal was again referenced and they said it was very much alive and had increased in scope. Hope they get a wriggle on.

[bookbroker] 04/2/2019 08:38

Could see a potential fund-raising here, there seems to be a news blackout pending something in the background, may be a financial investment from a third party, but you’d think a statement on trading was imminent, seems to have been delayed whatever!

[tickboo] 04/2/2019 08:27

Financially buoyant is pushing it! Not the best timing when results are late and are behind forecasts. DR is in the UK then, I can only assume and hope the large deal they're looking to close is based over here. Who knows.