Wandisco Share Discussion Threads

[tickboo] 19/4/2019 18:40

I do t think we'll get a Q1 update, they moved away from that. They need to give some decent commentary though, as mentioned a 70% uplift in revenues is a fair whack.

[jackdaw4243] 19/4/2019 18:06

I think 2017/18 are already factored in to the S P.

Its the first 1/4 that should indicate that they have turned cash positive.

Failing that we go back to Mr McAwber, annual income £20, annual expenditure £19 and sixpence result happiness. Need I go on.

[tickboo] 17/4/2019 14:49

Let's hope this comes out next Wednesday. Edison have wand increasing revenues by some 70% assuming their FY18 estimate is near so they'll need a good H1 and a storming H2.

[discodave4] 16/4/2019 22:25

Sorry wrong board

[tickboo] 12/4/2019 10:07

Agreed. Results on 24th will be interesting, we'll the commentary anyway!Have you seen this -https://www.comparethecloud.net/articles/sdwan-solutions-launches-world-first-sd-wan-cloud/SDWAN Solutions Ltd launched the world's first SDWAN Cloud on 5th April 2019 to great acclaim. SDWAN Cloud allows a single site on an SD-WAN real time access to every IaaS and SaaS instance and to over 250 data centres, globally – a real breakthrough for multi-cloud customer environments and a visionary, next generation product for an industry only just into mainstream adoption in the UK.SDWAN Solutions Limited – a London based company, soon opening a European office in Brussels – offers an end-to-end, managed service provision with 100% core business focused on SD-WAN. SDWAN Solutions only partner with true SD-WAN vendors only such as Silverpeak, Talari and Velocloud, and offers complete SDWAN-As-A-Service solutions, including connectivity sourced from nearly 2000 suppliers globally. However, it is their passion for innovating the SD-WAN market that has driven this advance, and ahead of any other competitor globally. They are now inviting similarly minded, forward looking businesses across all sectors, to take up their offer of free proof of concept and welcome them to rigorously test their unique SDWAN Cloud, offering a free proof of concept period during Phase 1.What are the benefits of the SDWAN Cloud?Anthony Senter, MD explains how businesses will benefit of the SDWAN Cloud. 'With around 88% of UK businesses using cloud-based applications from many sources, we've developed SDWAN Cloud to allow them to connect and disconnect their SD-WAN network to any cloud application in the world, in under 60 seconds and with no minimum contractual commitment – giving businesses total control, from a single portal. Businesses operating different SD-WAN networks can now, for the first time ever, link up separate SD-WAN networks, regardless of the underlying provider.How does the SDWAN Cloud work?A world first that allows SDWAN Solutions customers to self-provision virtual connections to almost every IAAS and SAAS provider instanceConnection to over 250 data centres internationallyConsumption based billing model – monthly commit or PAYU modelSpin up or spin down connections in under 60 secondsFacilitate communication between different SD-WAN vendor solutions making multi-SDWAN networks a realitySelf-provision virtual X-connects from a central portalNo need to install and manage multiple instances of SD-WAN in each IaaS and SaaS environmentWill the SDWAN Cloud save money?Businesses will save money by using the SDWAN Cloud as part of their SD-WAN solution to send data between over 250 international data centres on a PAYU model, without paying for a dedicated international connection. PLUS – customers no longer need to install and manage multiple instances of SD-WAN in every cloud as SDWAN Cloud accesses them all! SDWAN Cloud is the next logical step in facilitating multi-cloud environments, and just like an SD-WAN solution, can be controlled from a single location. Essentially, businesses will no longer be tied into contracts which are not cost effective, or be paying for lines they don't use. This will deliver genuine cost-savings to businesses.Free Proof of Concept for the SDWAN CloudToby Sturridge, Chief Technical Officer, explains the company's invitation to be part of their breakthrough innovation and take advantage of their free proof of concept period. "Our phase 1 launch is all about extensive testing and to ensure we cover every eventuality. So, we're looking for live customers to partner with us and be part of this exciting project – simply click here to review the offer."If you have a multi-cloud strategy and are investigating SD-WAN as a future network topology, or if you currently have international circuits and are looking to reduce costs, or even if you need to join different SD-WAN networks together, we would love to include you in an innovative and no charge Proof of concept trial, to fully demonstrate the advantages of the new SDWAN Cloud."Anthony Senter, concludes. "We are fast building a reputation of innovation within the SD-WAN sector, emerging as trusted experts in all things SD-WAN, so we are delighted to bring this concept to market as a world first.""Our SDWAN Cloud not only gives the customer full control over their cloud connections, their SD-WAN estate is also reduced and customers can switch between different cloud providers in under a minute, in times of outage or degraded performance from a cloud provider. Plus, for the first time ever, companies can successfully run SD-WAN from different suppliers together in one network, very useful in times of mergers and acquisitions or where different regions use different SD-WAN solutions."What next for SDWAN Cloud?Phase 2 will go on general release to the public immediately after Phase 1 testing with live customers has been completed and will include easy connection to security and perimeter-as-a-service products.

[knighttokingprawn] 12/4/2019 09:58

Tick,

Did you spot Google announcement of Anthos Hybrid cloud? Wand supports. It looks like AWS, Azure & and now google are articulating true hybrid cloud solutions for customers and Wand support all of them ..this is a subtle Change in the cadence for the opportunity for wand .. a lot of the headlines for wand up until now have been on premise back up driven.. ( IBM a case in point) .. I think the market has tipped towards the real differentiating use case for wand.. suspect they are spending their working capital on hybrid only deals .. no more headliners in backup .. that’s a good thing .. but getting lost in the wash here ..

[tickboo] 11/4/2019 11:37

I sold some last week to buy some SKIN as expecting news there before here. I hope they do well in the coming week and assuming that's the case I'll look to take some profit and get back closer to 70k rather than nearer 60k which is where I'm currently at.

[horneblower] 11/4/2019 11:25

Imo WAND is a chart buy at this level and anywhere above 550p.
It's a bit of a risk buying on a down-slope but sudden news could shoot this up in a single leap. Below 550p does not look so good.

[tickboo] 11/4/2019 09:55

So whether it's Azure or AWS you'd think wand's tech will be utilised. I guess that's why wand needed the highest AWS accreditation, would be odd for its tech to be used as part of a pitch and for them not to feature in the top tier. July for news either way.

[bg23] 11/4/2019 09:00

same story........

[volsung] 11/4/2019 08:49

Bought a few more down here

[owenski] 11/4/2019 08:39

Looks like it just did, lol

[tickboo] 10/4/2019 13:53

Looks like it

[owenski] 10/4/2019 13:45

Looks like this might go and test the placing price - 546p

[tickboo] 05/4/2019 09:08

Doesn't look too bad now. Last one at 6.11. After today we have 12 trading days until results. As mentioned before given Edison have us increasing revenues by 70% this year they need to be closing a lot of their pipeline and replenishing. Q1 needs to be a stonker. They've moved away from quarterly reporting, we didn't get a Q1 update last year so I don't expect one this year but the commentary and forward looking statements on results will be key.

[jackdaw4243] 04/4/2019 18:24

Well that was not my best buy, Oh dear.

[jackdaw4243] 04/4/2019 15:55

added a few just over £6.0, big spread

[jackdaw4243] 04/4/2019 13:48

I think someone posted recently that if there was any good news DR would have come out with it by now.

So we are waiting for last years results and possibly the first quarters update.

I think the train is rolling back into the station.

[tickboo] 04/4/2019 12:56

I assume and hope they close the strategic deal with or before FY18 results or this could be below the raise price. That said I assume they'll have detailed commentary especially as their paid for research Edison have estimate $31.8m in revenue FY19 which if their FY18 estimate of $18.7m is accurate will represent an increase of some 70%. One has to assume wand have had a great Q1 and the pipeline is being replenished once deals are closed. If not they're setting themselves up to fail. H2 has traditionally been stronger but given the above I'd hope H119 would be at least $12m-$13m in revenue and have a blinding H2. Jam tomorrow is becoming tiresome so they really have to deliver and spend the $17m raised effectively and unlike last time accelerate sales and revenues. Here's hoping.

[tickboo] 02/4/2019 12:19

Agree with you and KtoKP. I assume DR's advisors will be telling him he needs to add meat to the poor results. There's no doubt they and they signed off the spurious in-line with board expectations. Cheeky that so I assume they'll insist on a lot of commentary and I hope have some content on where they are with each partner. They've been doing a lot of joint marketing with Azure and AWS which is encouraging. Do they have any traction with the new IBM SQL product. Haven't heard from Oracle et al. Lots of stuff to go through. How has the automotive/Azure (Daimler) client expanded, they spoke of 20 possible projects. Have some materialised and is it recurring revenues. If there is more visibility why are the results taking longer. Interesting presentation ahead?

[redrag1] 02/4/2019 11:31

I am in complete agreement...the last find raise done at a premium has to have been done with some insight given of how the future looks. It is simply ‘incredible ‘ ( for once the right use of that word!) to believe that they could have got the placement away at a 10% premium - especially as the stock was being sold down to what below £3 not 3 months previous.
And I simply don’t believe that the future has suddenly vapourised either! So I hold in good size awaiting clarity but for once with little (idiot that I am) concern of any gremlins turning up! Bon chance!

[knighttokingprawn] 02/4/2019 11:24

Tick I think their PR and Edison know it , the key question is does DR know it ..

What keeps me strong is the last round of raise was very “close” us money .. .. something clearly is/was close to happening .. .. chatter was that a strategic deal had expanded in nature .. this could have been in terms of magnitude or indeed an “offer” .. but it’s clear that things have either stalled , morphed into something else or gone away !! Given the money into the last round I am in the morphed/ stalled camp .... here is hoping .. but we are in a very digital situation here .. come so far no turning back

[jackdaw4243] 01/4/2019 17:55

These million,s being posted , are they weekly,monthly or annual amounts, or longer.

[tickboo] 01/4/2019 17:04

I assume they'll be some heavy commentary re partnerships with the poor FY18 results. If not this will tank. I think their PR lot know this and Edison too.