Wandisco Share Discussion Threads

[tickboo] 24/4/2019 09:47

Peter Scott at wand on LinkdIn-WE'RE HIRING - looking for couple of "ROCK STARS" to join our team.Director of Partner Solutions - Responsible for technical delivery of partner strategy. AWS, Microsoft Azure, Google Cloud, Alibaba Cloud etcDirector Partner Alliances - Responsible for expanding channel reach and execution of GTM strategy with Strategic Partners. In depth partnership management in cloud and sales execution experience required.Experience of Big Data, Analytics and Cloud is key.PM/Email me if you want to learn more

[tickboo] 24/4/2019 08:47

I think today's presentation is in London and they'll hopefully send an RNS reach when it's uploaded later this morning.

[knighttokingprawn] 24/4/2019 08:42

Lets see the day play out., as a long term investor .. I have been waiting to get this print off my back ... I think we have good support down here.. I dont think the business has deterirtaed since the fund raise, and I am sure the buyers of stock on the raise .. had full sight of the year .......... I think they present in NY? American support clearly important to WAND ...

[wapper] 24/4/2019 08:35

Would only take a relatively small number of Buys today to see it finish positive . I for one will remain invested here.

[tickboo] 24/4/2019 08:24

Surprised some are selling below the recent raise. Sure the IIs are in the know as KtoKP says.

[tsmith2] 24/4/2019 08:10

burning $1.5-2mn per month

[tickboo] 24/4/2019 08:09

Microsoft announced last Wednesday (April.14th) that it is building two data centres designed exclusively to store US military data as it competes with rivals Amazon for a $10bn (£7.6bn) military cloud contract called JEDI.Microsoft did not reveal the exact location of their data centres but said they are 500 miles apart from each other.Military bosses at the Pentagon are planning to shift their data storage to a 'cloud' which it promises will have the highest level of security, according to the Daily Mail.Data centresMicrosoft said it's Azure Government Secret software is capable of moving classified government data, but it awaits accreditation from the Department of Defense (DoD) before it can transfer any secret data to the facilities.The two centres provide "geographic resilience in disaster recovery (DR) scenarios and faster access to services across the country," said Microsoft's Lily Kim."In addition, we're continuing our commitment to deliver government workloads across the full range of data classifications," she added.Earlier this month, Pentagon had selected, both Microsoft and Amazon Web Services, as the two finalists for its $10bn Joint Enterprise Defense Infrastructure (JEDI) cloud contract.Tech companies including Oracle and IBM were eliminated from bidding as they did not meet "the minimum requirement" for the JEDI contract, according to the Daily Mail.Google dropped out of the Pentagon cloud contract last year because it "couldn't be assured that it would align" with their AI principles.Google said its AI principles prohibit the use of artificial intelligence (AI) in weapons.JEDI contractThe winner of the JEDI contract could be announced as early as mid-July, according to DoD spokesperson.The Pentagon originally planned to reveal the winner of the contract in April, but the department has been investigating a potential conflict of interest in response to a lawsuit filed by Oracle.Oracle voiced concern that a former Amazon employee was involved in the JEDI project at the Pentagon before returning to the company.However, the department investigation did not uncover any potential ethical violations in the development of the acquisition strategy for its $10bn JEDI cloud contract, according to FedScoop."The department's investigation has determined that there is no adverse impact on the integrity of the acquisition process," Elissa Smith, DoD spokeswoman, told FedScoop.

[tickboo] 24/4/2019 08:09

I see your point but I guess some will view as more jam tomorrow. The recurring revs are clearly the way forward and good to see Q1 a lot better than 18. They really need to kick on and I still expect the strategic deal to be linked to US gov and they think that will be awarded in July.

[knighttokingprawn] 24/4/2019 08:03

Tick

The insiders on this one knew the shape of the 2018...and where they were with the pipeline... stepped up with the cash and paid a premium.. Q1 is a solid start .. and the channel investment looks set for the next 12 months .. weird to sign post the medium term investment the way they have .. but if they can keep revenue growing at 40 pct YY .. they get there in a couple of years ... strategic deal not obvious from press release .. but it hasn’t gone away .... again insiders will know this .. I really think this is rear view mirror ... and if anyone is shocked by this they haven’t been watching ...

No panic.

[tickboo] 24/4/2019 07:58

See how people react and how we open. At least Q1 is 38% up and given their should be more recurring revenues this year due to the change in model you'd expect the remaining Qs to be up on last year too. Will watch the presentation later this morning.

[redrag1] 24/4/2019 07:51

I simply cannot believe today’s results are news for those investors who stumped up the cash in Feb at a 10% premium rather than demand a more typical aim-like 20% discount. Not sure why reference to jam tomorrow...2019 already shaping up nicely.

[tsmith2] 24/4/2019 07:30

There's always load of hundred of millions $ worth of mid term opps for this company..leopards and spots comes to mind

[redrag1] 24/4/2019 07:29

Seems like results as poor as expected with decent Q1 bounce and positive outlook as expected ...I like the forward looking opportunity of $110 million and I think the market should focus on that and plenty cash in bank rather than 2018...one to buy if we drift below placing price I think.

[tickboo] 24/4/2019 07:29

Indeed, an expensive day on paper coming up. I mentioned a while ago how many I had as I kept buying as it was falling. Fair comment though.

[tsmith2] 24/4/2019 07:27

Sounds like more jam tomorrow. This one never fails to deliver on disappointment

[tickboo] 24/4/2019 07:27

Can't disagree you with you there. Presentation should be worth a look.

[74tom] 24/4/2019 07:27

Agree Owenski, think this could drop at least 20% today - an expensive day for Tickboo coming up seeing as he likes to publicise how many shares he has...

[tickboo] 24/4/2019 07:25

Revenue even lower than I thought for FY18 although H2 up 11%. Q1 of 19 revenue of $4m which is 38% higher than last year which was therefore around $2.75m. This bit is interesting though -Medium-term strategic opportunityAs the market for live data and multi-cloud continues to accelerate, the Group has identified the following medium-term strategic opportunity for the business at the heart of the cloud ecosystem. Across all OEMs there is a potential for annual minimum commitments to aggregate to more than $25m in the medium-term. At scale cloud migration is likely to be a multi-year revenue opportunity charged at a premium. The opportunity for cloud migration is in excess of hundreds of petabytes of data to be migrated over the coming years, presenting a cumulative revenue opportunity of over $50 million in the medium-term. Over and beyond our OEM relationships, there is an opportunity for multi-cloud to grow to over $25 million of annual recurring revenue. Other use cases outside of OEMs, including Disaster Recovery, Datalake and on-premises, represents an ongoing medium-term opportunity of over $10m of annual revenue.

[owenski] 24/4/2019 07:21

266m M.cap on those results?????

Looks a bit rich to me and and progress is not that encouraging.

Still not inclined to buy in here.

[volsung] 23/4/2019 16:33

I fought we was goin up but we is down

[tickboo] 23/4/2019 16:32

Yep. We know they're poor but hopefully decent commentary to go with them.

[lavbog] 23/4/2019 16:23

Are results due tomorrow?

[tickboo] 21/4/2019 20:34

An interesting week ahead (from Tues) with wand. The market knows the results from Edison's updated note so it's all about the commentary. H1 needs to be impressive given Edison have wand at some $32m is revs this year. You'd hope they'd hit some $14m in H1 although I doubt we'll get a trading update for Q1. I'm down to 61,000 as have been buying in SKIN and had to sell a chunk for CGT end of Jan. I'll sell 1,000 more to round my holding and look to go to 4m in SKIN. I expect decent commentary on Weds and am hopeful for an uplift in the share price. Still confident here but jam tomorrow is wearing thin so I hope we get confirmation we've had a cracking start to the year and the pipeline is being replenished.