Wandisco Share Discussion Threads

[annaq] 10/5/2019 15:48

Been a roller coaster over the years. But from the comments here and its history it looks like its heading up again.

[tickboo] 10/5/2019 10:44

I've sold about 30k but drip fed over the last 5 weeks or so so a little over 1,000 a day on average.

[knighttokingprawn] 10/5/2019 10:38

That’s a big switch out .. I guess that’s where the pressure has been coming from

[tickboo] 10/5/2019 09:37

That's the way I read it. I've sold a fair whack here but hope to buy most of them back next week. My luck will be that news drops early next week before I'm able to. Been accumulating SKIN at around 1.5p and will probably top slice next week (25% or so) and buy most back here. That's the plan. Think SKIN is great co too with massive potential like WAND.

[knighttokingprawn] 10/5/2019 09:23

Tick , and I reading that right .. there has been a change of ownership ? RMB holdings? Have taken a piece of the Blueport share base?

[tickboo] 07/5/2019 11:03

I really hope we don't get news on the strategic deal until I'm able to buy back the shares I've sold. I've been accumulating SKIN as I believe good news will come out of there before a presentation on 13th so I hope to be able to buy back here and have some free shares there. Knowing my luck it'll be the reverse and wand will fly before I can buy them back.

[tickboo] 07/5/2019 08:25

Yep this isn't looking pretty at all.

[bamboo2] 07/5/2019 08:16

owen It's a shame that the breakaway gap support zone from 14/2/2019 did not hold.

From a chart pattern pov, it has resulted in a poorly shaped, confirmed Head and shoulders pattern that has a tp of approx 390-400

Historical support approx 412-440

[owenski] 07/5/2019 07:55

Think I mentioned that 500 was looking increasingly like resistance. Don't know how low this will go though.

[tickboo] 03/5/2019 10:12

A decent presentation. It sounds as though he expects profitability in FY20 rather than FY19 as the Edison forecast suggests (agreed by wand). They should really be singing from the same hymn sheet! A good presenter though.

[tickboo] 03/5/2019 09:51

I'd hope fusion was part of this, haven't heard much from Oracle of late.Oracle Cloud is in Fashion for Global Retailer Gap Inc.Banana Republic is the latest Gap Inc. brand to go live with Oracle Retail cloud offeringsRedwood Shores, Calif.-May 1, 2019Banana RepublicFollowing the success of Oracle's Retail Cloud at INTERMIX, Banana Republic is the latest Gap Inc. brand to go live on the solutions. Banana Republic is a global apparel and accessories brand available online and in over 600 company-operated and franchise retail locations worldwide."To meet the evolving needs of our global customers and how they want to shop, we need to simplify and scale operations. By adopting the Oracle Retail Cloud Service, we can maintain a consistent and modern merchandising platform that drives greater productivity through automated best practices," said Sally Gilligan, chief information officer, Gap Inc.Gap Inc. partnered with Oracle to deploy Oracle Retail Merchandising Cloud Service and Oracle Retail Integration Cloud Service, powered by Oracle Cloud Infrastructure, to drive operational agility and furnish the Banana Republic business teams with better intelligence.For example, the combined solutions allow Banana Republic to synchronize merchandising operations from buying to inventory valuation. Moreover, daily tasks such as managing purchase orders and sales auditing are made more efficient and effective with a modern user interface that delivers exceptions and alerts to show buyers a path to resolution or items that require attention. With a single view of inventory, product data and transaction details, Banana Republic users have the data needed to do their jobs more effectively and easily. "Oracle has long collaborated with Gap Inc. on their journey to the cloud and is honored to be part of this latest transition with Banana Republic," said Mike Webster, senior vice president and general manager, Oracle Retail. "The retail market is evolving faster than ever before, and Oracle's cloud solutions are providing Gap Inc. and its brands the clarity and flexibility to shift with the demands of their business and customers."In addition to migrating complex retail and financial workloads to the cloud, Gap Inc. is also looking to seamlessly connect front-end and back-end functions by moving from a private cloud to Oracle Cloud Infrastructure leveraging various Oracle technologies, including Oracle Exadata Cloud Service and Java Cloud Service as foundation for a Retail Integration Hub and Oracle GoldenGate for real-time data replication.

[tickboo] 03/5/2019 09:50

Thanks, watching now.

[leeroy jenkins] 03/5/2019 09:45

View WANdisco's talk at The Global Group UK Investor Show:

[tickboo] 03/5/2019 07:07

I'll have a gander. SKIN worth a look too.

[tickboo] 02/5/2019 10:32

You may well have a point. We've seen some chunky buys, someone is accumulating. I agree that they need to accelerate sales as although a 40% increase YoY of $4m for Q1 is far from impressive. They mentioned in the Edison note they're gaining traction with Google, perhaps that's the strategic deal. The JEDI contract is likely to be awarded end of July so fingers crossed fusion is involved.

[knighttokingprawn] 02/5/2019 10:14

Tick ..I’d go as far to say if they don’t sign the strategic deal the game is up for Wand.. I still believe however that insiders are betting they can get a signature and that will be the validation the company needs to set the stock flying.. I’d expect post that more fund raising.. they need more direct sales in my opinion, I don’t think they can get there (100mn ) without it .. it’s still a complex sale and Oem & partner arrangements I too clunky without a lot of hand holding .. so a validation deal and renewed access to capital markets .. this is getting very digital!!!

[tsmith2] 01/5/2019 09:24

20k director buy? let's hope so

[tickboo] 01/5/2019 08:59

A good presentation but they really do need to deliver some substantial growth as jam tomorrow is tiresome.

[tsmith2] 01/5/2019 08:04

Now that options have been granted..we'll get some news ;)

[bg23] 30/4/2019 14:27

having read the commentary, updates and listened to the above, its all looking pretty rosy in terms of the story we are being told. effectively just comes down to implementation and bringing on the client transitions and sales.

mid term target set by the company is for a $100m revenue. not sure of the timeline there, but I think it is 3-4 years out.

we'll be a significantly different valuation when they get there - assuming we are still independent

[bg23] 30/4/2019 14:11

hxxps://www.edisongroup.com/edison-tv/executive-interview-wandisco-3/?utm_campaign=1472528_EdisonTV%3A%20Executive%20interview%20-%20WANdisco%20%2030042019&utm_medium=email&;utm_source=Edison%20Investment%20Research%20Limited&dm_i=2PWO,VK7K,6FDESC,3A4OZ,1

[tickboo] 30/4/2019 14:10

DR was at Stifel and tweeted a photo with traders on their monitors -Pretty cool meeting investors with a backdrop of tradersLet's hope the investors believe his story. The thing is the raise before the recent one was meant to accelerate growth. It didn't although importantly we've got closer to AWS, Azure and Alibaba. They said in the note they were gaining traction with google, now that would be good and tie up the final vendor.

[knighttokingprawn] 30/4/2019 09:35

I think we have to accept that we are going to get a change of ownership down here.. a few in the institutional owners must now be asking questions about whether they need this in their portfolio .. particularly those that are more arms length to the management.. the recent US takers of the secondary will likely keep a bid here or here abouts but it doesn’t feel like there is a rush..

On the strategic deal ..my guess is that it’s a upscale of the current MSFT co sell agreement .. that would be something that could move the needle and the one I would hazard a guess they are more aligned too as far as the narrative about hybrid cloud is concerned...there could be all sorts of reasons for delay.... but to be honest it’s a bit of a sign of weakness that talk of a deal is the only thing that keeps the interest in the stock .. bottom line demand has not really turned up as expected .. and so I guess we have to suffer this rotation to new hands for a while and reload .... maybe jam Tommorow