Wandisco Share Discussion Threads

[tickboo] 30/4/2019 09:35

Agreed and they need to close a lot of deals as $4m in Q1 leaves some $26m to generate in 3 Qs which is some uplift. H2 historically a lot better and it'll have to be!

[owenski] 30/4/2019 08:40

Indeed, would be helpful to have a bit of clarity over these deals that's for sure.

[tickboo] 30/4/2019 08:38

I've wondered that and thought it was but that would imply AWS or Azure knowing they've won the project which seems odd as it hasn't been awarded although we know they're the two in the final stage. I kinda hope it isn't as if we secured both deals that sounds game changing although the way they talk about the deal (have done for 6 months or so) it sounds that way anyway.

[owenski] 30/4/2019 08:30

Yesterday was a lot more than 5k of sells, lol

Back to serious stuff... I wonder if the JEDI contract is the 'big' one that they are working on?

[tsmith2] 30/4/2019 08:11

lol. a lot of selling pressure with about 5k of sells?

[owenski] 30/4/2019 07:48

I wouldn't be surprised if this starts moving below 500, quite a lot of selling pressure yesterday.

[tickboo] 30/4/2019 07:42

I hope/expect that to look good value on the not too distant. Although jam tomo it's worth having another read of the Edison note.

[tsmith2] 30/4/2019 07:23

took 2200 at £5

[tsmith2] 30/4/2019 06:58

Any comments on HSR?

[jackdaw4243] 29/4/2019 16:24

Holding shares in this company after the results reminds me of the confidence that the guy had buying hair-restorer from a bald headed barber.

[tsmith2] 29/4/2019 13:09

selling seems to have abated

[tickboo] 29/4/2019 09:25

Seems that was as they're taking it up with sells.

[tsmith2] 29/4/2019 09:22

maybe there's a larger worked sell. Looks like it's been cleared

[tickboo] 29/4/2019 08:40

It's not looking too clever but surely the IIs buying in at a premium would only do so if really confident in next steps. Buying now at a 10% discount is surely a measured risk? That said, my record of investing is chequered! I haven't any funds or would buy more here. Have reduced my holding somewhat but still sizeable and still have faith.

[tsmith2] 29/4/2019 08:35

In addition, we continue to develop our partner network, to expand our total addressable market and ensure our go-to-market activities for Fusion are fully optimised. The Company has a robust and strengthening sales pipeline which underpins the Board's continued confidence in achieving forecast expectations.I suspect they'll want to get some news out fairly soon. Kind of tempted to buy in but let's see

[tickboo] 29/4/2019 08:33

Cheers. Good the gap has been filled but wand needs to start closing deals and generate more revenue from existing clients. $4m in Q1 was a 40% uplift from the prior year but they'll need an average of double that in Q2, 3 and 4. We know H2 will be a lot stronger than H1 but if they get a 50% uplift from Q1 to Q2 they'll still need some $20m H2 to meet forecasts. It'd be good for them to get some traction with google and Alibaba. Here's hoping.

[tsmith2] 29/4/2019 08:23

Hot stock rocket/tw?

[tsmith2] 29/4/2019 08:14

martinmmcc29 Apr '19 - 08:49 - 4612 of 4614
0 0 0
Potential reason for fall Penny Share Newsletter has give his as a sell, ‘WAND’s product is a very valuable piece of intellectual property’ but was called a ‘slow burner’ and time to take 237% profits on WAND, I personally will be buying not selling.


I'd expect it to recover during the day; would expect HSR to respond.

no position

[volsung] 29/4/2019 07:59

I’m out. Not looking good here

[tickboo] 29/4/2019 07:55

I sold some last week to buy SKIN which is also falling! An 80% increase in revenue needed this year to hit forecasts which is a big ask. I assume the strategic deal they're on about is more and more important and necessary to hit forecasts. Seems value down here given the raise was some 10% higher. They need to make sure the money is used effectively and unlike last time accelerates growth.

[martinmmcc] 29/4/2019 07:49

Potential reason for fall Penny Share Newsletter has give his as a sell, 'WAND's product is a very valuable piece of intellectual property' but was called a 'slow burner' and time to take 237% profits on WAND, I personally will be buying not selling.

[tickboo] 29/4/2019 07:47

They say gaps get filled most of the time so hopefully buyers will return and we can go back above the recent raise. DR has been adding some case studies to LinkedIn one of which is below. They certainly need a large number of such wins to get near to FY19 forecasts! https://www.wandisco.com/assets/usecases/WANdisco_HMHS_CaseStudy_190416.pdf