Wandisco Share Discussion Threads

[jackdaw4243] 07/3/2019 17:41

Owenski

You have a point, what ever your selling there comes a time when you need to sell at a profit before the money runs out. Banks need forecasts that show a profit is achievable based on past performance and currant cash flow forecasts. I cannot believe that the Wand board are not aware of that.

Some orders that give income that covers expenditure would help but banks are very demanding and I would think if more funding was required they would expect shareholders to come up with the dosh.

This is not a case of screwing creditors its simply the wage bill is greater than the income. As a very able boss of mine used to say "If you want turnover just buy stamps and undercut the Post Office"

[owenski] 07/3/2019 17:02

Back down below the 200 day, not an encouraging move. They were lucky to raise at the level they did, personally, I think it was optimistic. I hope this doesn't turn out to be a collection of really bright smart guys but unfortunately not much of a business.

[tickboo] 07/3/2019 14:26

We know the FY was quite poor due to the paid for Edison revised note in Jan where they have revenue lower but bookings higher.https://www.edisongroup.com/publication/strategic-progress-but-inflection-pushed-to-fy19/23228Given the raise (with over $10m in cash at YE) and with wand recruiting for in a number of positions (engineers and channel managers) I imagine they needed the safety net (again!) to be able to sustain the end of year wins and best pipeline, we'll deliver when winning new contracts. Interested to know if the new IBM product has secured any business. Given it was jointly engineered you'd think they're pushing hard. Multi cloud does seem to be the way forward according to AWS' poll so wand are seemingly in a unique position. You're right though, after another raise (a little less than the last one albeit this was at a premium) jam tomorrow won't wash so they need to convert leads and ramp-up existing clients recurring revenues. Hopefully they're upping the German car manufacturers projects as they had 20 to look into. That was a decent case study too.

[jackdaw4243] 07/3/2019 14:15

Chart looks similar to last March 2018

[owenski] 07/3/2019 13:36

They had a TU in Jan last year and none for this year. The recent raise wasn't expected according to last interview with FD. Results were out on the 7th last year too.

Some good news re. partnerships. But figures are what's needed to prove the model isn't just hype.

Makes one a bit nervous when they haven't at least produced a TU by now. Not prepared to buy in until the financials are clear.

[tickboo] 07/3/2019 13:04

To be fair it's been moving up and down a fair whack on light volume.

[jackdaw4243] 07/3/2019 11:58

Something spooking the S P, not just me buying back in :-(

[jackdaw4243] 06/3/2019 16:18

I added a few at sub £7.20, nothing to move the market, also into Aviva and RSA for the dividend.

[bamboo2] 05/3/2019 16:12

tickboo, yes hope so.

I took profit way too early, and have been looking to get back in since then.

Chart has a potential turn [x2] today, I hope it is a low turn.
The flag/pennant consolidation zone has made a small H&S, which had a tp approx 700.

[tickboo] 05/3/2019 16:01

Hopefully that looks like a good buy come April.

[bamboo2] 05/3/2019 15:47

Bought 1000 at 716 on nex.

[tickboo] 05/3/2019 15:15

That's not my suggestion. The results are clearly poor as the revised Edison note suggests. That should be priced in. What they usually want to do is to release a bit deal with the results. If they do so it might make sense waiting as if we don't get a deal and crash out end of March the markets will collapse. Anyway, here's hoping deals are being closed left, right and centre.

[jackdaw4243] 05/3/2019 15:03

Stretching it a bit, thinking that any deal in the 1st quarter 2019/20 will affect the results for 2018/19.

[tickboo] 05/3/2019 14:48

Given the new reporting regs I assume the audit will take longer too. Also with Brexit end of March it might make more sense to hang tight especially if deals are announced too. Don't want good news getting lost!

[tickboo] 05/3/2019 10:40

We still haven't had a notice is results. Last year it came on 26th Feb and the results 7th March so I assume they are indeed waiting for a deal/s to be signed off before committing. Let's see.

[tickboo] 05/3/2019 09:22

A great blog on multi-cloud as it's clear many cos are already using more than one vendor but I wonder if it will fall more to wand's direct sales team to push the offering or will the different partners realise it's in their benefit to do so, well, clearly if they're targeting an enterprise who isn't using their services or maybe some but not others.

[gokarna97] 05/3/2019 08:44

Yes, that's the same experience in my company. However, any knowledege of an imminent strategic deal etc would delay sellers for a few days ... so will be interesting to see the share price action today. Great multi-cloud blog piece .... wand is certainly well-positioned ... just need the 2019 pipeline to deliver/grow to boost confidence further. GLA

[tickboo] 05/3/2019 08:06

I bet some will sell due to some incentive shares being sold. Someone explained on here they have to pay the taxable gain immediately so is very common to sell when awarded them to cover.

[tickboo] 04/3/2019 23:41

Wand blog -04 MAR 2019Andrea BraidaExploring Gartner's multi-cloud computing point of viewHow do you keep your data consistent across an entire multi-cloud architecture?In the first of two blogs on Gartner's Technology Insight for Multicloud Computing research report, Paul Scott-Murphy, VP of Product Management for Big Data and Cloud at WANdisco, chats with Andrea Braida, Director of Product and Channel Marketing at WANdisco, about the challenges of operating a multi-cloud architecture. Andrea: Hi Paul, thanks for joining me today. Multi-cloud is a huge topic right now-but what's stopping some businesses from transitioning to a multi-cloud architecture?Paul: As you point out, many businesses are recognizing the benefits of a multi-cloud strategy: greater flexibility and functionality, stronger resilience and disaster recovery, and improved performance, to name but a few. According to Gartner's report, widespread adoption of multi-cloud architectures is not just likely, but inevitable. Different applications have distinct needs, and different cloud products have distinct strengths and weaknesses. As a result, each department within an organization may be using a different cloud platform for their apps. Even though they may not have deliberately planned it, businesses are finding themselves working with several cloud vendors. However, managing a complex network of multiple cloud vendors and instances, spread across many regions, raises huge data management challenges-and dealing with these challenges is a hot, hot topic right now.Andrea: Gartner points to two different types of multi-cloud architectures. What are they and how are they different?Paul: Gartner divides multi-cloud into two categories: redundant architectures, in which an "application is deployed, in its entirety, to multiple cloud providers", and composite architectures, where a "single application is split across multiple cloud providers so that different application components come from different cloud providers".Businesses may choose a redundant architecture to reduce costs-by running a batch workload on whichever cloud platform offers the best value at that moment, for example. A more complex redundant architecture might stand up two versions of an application in different clouds simultaneously, either for load balancing or disaster recovery purposes. Andrea: What is the most challenging scenario associated with a redundant architecture?Paul: In a redundant multi-cloud scenario, the difficulty lies in ensuring that each cloud instance is capable of taking over operations without loss of data or interruption to the business. Relying on nightly backups or periodic snapshots dramatically increases the risk of losing data in the event of an unplanned outage, as data on one of the cloud instances will always be slightly out of date. In a recovery scenario, this could leave users working from outdated information, and in some cases, losing critical data.In a redundant multi-cloud scenario, the difficulty lies in ensuring that each cloud instance is capable of taking over operations without loss of data or interruption to the business.Andrea: And why would a business run a composite architecture? What challenges does that create?Paul: Although most applications use a single-cloud core, they may need components that rely on services from another cloud provider-for example, external API services, or supplementary software infrastructure services. Businesses using these kinds of applications will find themselves working in a composite multi-cloud architecture.As the Gartner report explains, this architecture can create significant challenges around availability, data management, security and regulatory compliance. Gartner points out that "the use of multiple cloud providers increases the probability that, at any given point in time, at least one of these providers will be in the midst of an outage." As standard backup and replication services cannot keep critical data up-to-date across multiple clouds continuously, any unplanned outage is likely to lead to data loss.As standard backup and replication services cannot keep critical data up-to-date across multiple clouds continuously, any unplanned outage is likely to lead to data loss.This raises several data management questions: how do you keep your data consistent across the entire architecture when applications in multiple clouds continuously access and modify that data? How can you ensure uniform security policies and regulatory compliance across those multiple platforms? And, crucially, if part of the infrastructure fails, how can you avoid data loss and disruption? Andrea: So how can businesses and IT leaders solve these challenges?Paul: Most of these questions boil down to one central challenge-keeping your data consistent across multiple environments, even as it changes.To enable a multi-cloud architecture that runs smoothly, adds value and is easy to restore in the event of a recovery scenario, organizations need to have a LiveData strategy. A LiveData strategy means you have globally consistent, accessible business data that is always accurate and available across the entire cloud infrastructure, even in a mixed environment that is geographically distributed.A LiveData strategy means you have globally consistent, accessible business data that is always accurate and available across the entire cloud infrastructure, even in a mixed environment that is geographically distributed. A LiveData strategy enables line-of-business users to take advantage of all enterprise data, because changes made to business data in one location are instantly replicated across the entire network. If one or more components of the multi-cloud infrastructure go down, operations can switch over seamlessly to an identical copy of data in another part of the infrastructure. Applications and even entire environments can be moved between different on-premises and cloud environments, with no disruption and no data loss. Andrea: Could you explain to the reader how a LiveData strategy is different than traditional replication approaches?Paul: Traditional backup and replication services are unable to deliver data consistency in a distributed and heterogeneous cloud environment. This is a massive data operations challenge. A LiveData strategy solves this problem by enabling unstructured data to be consistent and available where you need it. Andrea: Thank you so much for your time Paul.Paul: You're welcome! Andrea: Look out for the follow-up to this two-part blog series, where we will discuss more Gartner report insights from the Technology Insight for Multicloud Computing research report, and explore in more detail how a LiveData strategy supports multi-cloud initiatives. And in the meantime, check out our technical explainer on how the WANdisco Fusion platform enables a LiveData strategy.

[jackdaw4243] 04/3/2019 17:14

redrag
Yup
If some of the big boys think they need the technology or access to it ,it's back pocket money.

[redrag1] 04/3/2019 11:50

Interesting to see Stifel analyst has Wand as his stock of the week. He’s tried to address the size of TAM and notes that IFC analysts have concluded that by 2021 there will be 5,118,719, 100 petabytes if data. One petabyte is priced at $24,464/month on AWS storage. The available mkt to Wand is the enterprise segment which is c 55% of public cloud data.
These are all huge numbers in my limited understanding and just makes me think we are at the start of a multi year story here...ending with Wand being taken over I guess once revenues become too meaningful to ignore.

[volsung] 01/3/2019 15:12

Bought a few more to pyramid on the 40% gain so far

[tickboo] 01/3/2019 09:42

Hopefully we get a decent contract win RNS with the results and you've timed it well. Results end of next week or the week after I guess.

[jackdaw4243] 01/3/2019 08:54

Back in again, thought I'd missed the train when the share price hit £8.0 for a millisecond.

[tickboo] 28/2/2019 18:18

UPDATED 14:30 EST / FEBRUARY 27 2019Redesigned data replication plays multicloud Twister gameBY R. DANESOne of the hairiest challenges in multicloud computing - and there are many - is data transport. Software applications residing across disparate clouds need data. Transporting data to them can be slow, costly and questionable from a General Data Protection Regulation standpoint.The solution is redesigned data-replication technology, according to Jagane Sundar (pictured), chief technology officer of WANdisco PLC. Cloud object stores for data have notification systems that might result in inexact replication, he added."The problem with using that notification mechanism to replicate your data is that, over a period of time, saying you have two, three terabytes of data, and you're replicating it over a month or a month and a half, you'll find that maybe 0.1 percent of your data is not quite accurate anymore," Sundar said.Sundar sat down with John Furrier (@furrier), host of theCUBE, SiliconANGLE Media's mobile livestreaming studio, for a CUBEConversation at theCUBE's studio in Palo Alto. They discussed the pains of data replication for multicloud and their cure. (* Disclosure below.)Data in multiple instances in an instantData scientists are a tough crowd. They won't trust that data set for use in analytics or applications, according to Sundar. The other problem is the logistics of data transport from one location to another."The problem turns into, 'I need replicas of this data in this region and this other region, perhaps in two different cloud-vendor locations,'" he said. Data-replication and transport plumbing is not what data scientists and developers are in business for. They need a solution that provides exact replication and liberates them from lower-level infrastructure concerns.WANdisco LiveData for MultiCloud abstracts the complexity of replicating data for use in different environments."A specific example would be [Apache] Hive tables that a user is building in one data center," Sundar said. "An IT professional from that organization can buy our replication software; that table will be available in multiple data centers in multiple regions - available for both read and write." Neither user has to do any special replicating or transporting work.This type of replication has bonuses. For example, it allows users to sidestep cloud-vendor lock-in and comply with GDPR's regional data regulations, Sundar concluded.