Wandisco Share Discussion Threads

[blah blah] 25/11/2019 11:01

If wand ever beats expectations it will drive a huge increase in the share price, as it would show delivery which is something that has been massively lacking to date. The answer why little UK or mainstream institutions have bought in probably reminds me of the blackadder line - “because they’ve met him”.

[redface] 25/11/2019 10:44

Redrag1- Agree nasdaq looks the way to go...

[knighttokingprawn] 25/11/2019 10:44

Redrag.. you are right it’s strange .. but to be fair it is not that surprising. It tells me that nobody this side of the water wants to add to positions .. the cap table could be on balance now looking for exits .. the sentiment on wand is not great.. and those that are long are not seeing a new story here .. but a reiteration of their bull case.. so outside of day traders the best bulls can hope for is that nobody meaningful decides that have had enough?

Let’s see if there is any better follow through this afternoon.. but it does seem to me that when Wand beats numbers and raise expectations the stock will not get any meaningful sponsorship..

[redrag1] 25/11/2019 10:18

It is a very strange market reaction where the current shareholders or shorter Saer prepared to sell their shares 25% below where insiders who have been locked into their investment for a year are prepared to buy?! Suggests major investment fatigue - I wonder if DR might decide time is right to go for a Nasdaq listing given most revenues and large shareholders exist over the pond?

[blah blah] 25/11/2019 08:47

I suppose think about it from their point of view - last time they commented on trading they were expecting to close partner deals where they could recognise $10m right away. It was a big ask then but they felt they needed to maintain forecasts or they would have been hammered in the market. Forward to now, they need to raise money. How’s trading is a standard question. The answer is that nothing has changed because you were always expecting to sign the deals in December, so you say you still expect to meet forecasts.

However, you’ve just bet all your credibility on there being no slippage on these deals. If they hadn’t raised and missed, the market would have said that it always looked a stretch anyway. To raise money five weeks before year end based on this trading update is a different matter. Their calculation probably is that the money raised will last them long enough that people will have forgotten all about it by the next time they pass the hat round. Rinse, repeat.

[tickboo] 25/11/2019 08:44

A fair few of the IIs took shares at 5.50 last time out, lowered their average and clearly believe DR as they wouldn't throw good money after bad.

[hamidahamida] 25/11/2019 08:31

DW should open an advisory company Advising all the lying AIM ceos about how to get a premium placing away Bet he will have a big queue outside his door

[millennial] 25/11/2019 08:30

Suspect there is a big contract in the wings to be announced

[tickboo] 25/11/2019 08:29

Given there are only 5 weeks left of the year to reiterate guidance will be met and then to miss it would be almost criminal. One would assume they've closed numerous non-material deals in the last 2 months. If they narrowly miss it fair enough but by more than $1m (5.5% of $18m H2 target) they'll lose even more credibility.

[blah blah] 25/11/2019 08:23

Perhaps. I’m very surprised they have reiterated guidance. It won’t help their credibility if they miss now, but then they have missed countless times and it still seems there are people willing to swallow the latest story.

[tickboo] 25/11/2019 08:21

I'm sure Blackrock will be reducing its short.

[babbler] 25/11/2019 08:19

Perhaps shorters are just wrong.

[onjohn] 25/11/2019 08:17

be 425 later rodders

[hamidahamida] 25/11/2019 08:16

Overpriced, Loss making with mega monthly cashburn and continuously missing forecasts after forecasts is the story of wandisco but I am amazed at how DW pulls off placing after placing at a premium..

[lavbog] 25/11/2019 08:08

thank you Blah Blah

[blah blah] 25/11/2019 08:06

Yes you have misunderstood. A fund has bought and one of WANDs NEDs is also a NED or that fund.

[lavbog] 25/11/2019 08:01

Have I misunderstood. Has a director bought over a million pounds worth of stock at a premium also?

[blah blah] 25/11/2019 07:58

If only he could sell software like he sells shares in his company. He must also have promised a lot when he did the last half dozen raises and they didn’t work out well.

[redrag1] 25/11/2019 07:52

He's a bloody good salesman...25% premimum...well that should end the drama. probably safe to buy in now, finances well and truly under control and he must have promised the moon tp shareholders to dip in again!

[owenski] 25/11/2019 07:09

At a premium again. How does he pull it off. DW must give a great sales pitch.

[tickboo] 22/11/2019 15:36

Even with all the buying the MMs continue to drop.

[blah blah] 21/11/2019 11:39

I'm not so surprised the IBM deal hasn't contributed a great deal, there could be a lot of reasons but the dynamics are never right in these sorts of deals - deals like this are vital for WAND, but for an IBM or Microsoft or anyone of that size, it is literally irrelevant. Not to say it can't or won't come good at some point, but it is barely a rounding error to the large partner.

[blah blah] 21/11/2019 11:35

Owenski - your post 4957 is the $24m question....