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WAND Wandisco Plc

63.60
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Wandisco Plc LSE:WAND London Ordinary Share JE00B6Y3DV84 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 63.60 63.80 65.20 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Wandisco Share Discussion Threads

Showing 5076 to 5098 of 6575 messages
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DateSubjectAuthorDiscuss
14/2/2020
19:50
They're guiding $28m for 2020 which is revised down in the updated Edison note. Hopefully we'll hear of some chunky Azure deals on the coming weeks and cement the uptrend. The $22m cash and likely acceleration from the native Azure offering give me confidence although I've said that on too many occasions. The fact 2 of Azure's largest clients are testing bodes well. Let's see.
tickboo
14/2/2020
17:33
In their Feb 4 TU, they talk about market expectations for 2020 revenue.
Anybody have an idea as to what market expectations are??
Edison refers to market consensus of US32m which after all would be double of that of 2019.

cerrito
14/2/2020
14:55
Toward the end of 2019, a small number of significant deals slipped into 2020. The majority of these deals are within the Company's growing Microsoft channel, where customers have elected to wait for public availability of the Company's embedded Azure product, Fusion Resource Provider ("FRP"). Other pipeline customers across multiple channels have elected to revisit the initial scope of their engagements and increase them. The Board fully expects these deals to close in 2020 and notes that they are not competitive tenders.The delayed deals now expected to close early in 2020, along with the Company's current pipeline, support the Board's continuing confidence in meeting current market expectations for FY 2020.The joint FRP project with Microsoft brings WANdisco into the data fabric of the Azure cloud, integrated as if it were a native Microsoft product and unleashes the collective strength of the Microsoft seller network. As such, it is the most important initiative in the Company's history.Importantly, the FRP product has now entered a critical phase of customer deployment, 'private preview'. Private preview signifies the availability of the product to select, existing Microsoft customers to address their data migration and data availability requirements and to provide product feedback ahead of the revenue generating 'public preview' expected in Q1 2020. General availability will follow this public preview, launching the full joint go-to-market strategy. A number of customers, including one of the world's largest retailers and a global systems integrator with over 100,000 employees have agreed to participate in the private preview.Alongside the private preview, a global US restaurant and beverage chain has begun using WANdisco Fusion to migrate data to Azure Data Lake Storage in an Azure-specific use case with wide appeal within the Azure customer base, and where WANdisco is the only viable solution.
tickboo
14/2/2020
14:30
I agree and I imagine they've got in at a good time given the Azure native product should be generating income in the next month or so. 2 of their largest clients involved too and they expect a few large deals to close this quarter so they should be material and announced. I'm back in at a decent level albeit not nearly as many as my highest number. With $22m in cash they shouldn't need to raise and should finally start to deliver.
tickboo
14/2/2020
08:00
Is there a better salesman in the world than our Dave? I’m a huge fan of this stock but even I am amazed how Wand misses every forecast and not by ‘just’!
So when I see Lombard Odier have taken a 5% stake I think - wow this is another co that completely believes the hype and can see thru the ongoing poor results to the sunlit uplands!

redrag1
11/2/2020
23:53
I have just caught up with the Feb 4 Edison note which had a v good table of how they have changed their forecast.
The forecast in the November 25th report were for 2020 sales at $40m and now they are forecast to be $28m. This seems counter intuitive to me given that Edison broadly go along with WAND’s assertion that sales expected in 2019 slipped into 2020;I would have expected given that for 2020 sales forecast to be if anything higher. Edison recognizes that they are below the 2020 revenue consensus of $32m.

I also see that 2020 forecast Ebitda has gone from a profit of $6.2m to a loss of $5.3m, which is a big turnaround.
Let’s hope that Edison is right in their forecast that the cash flow deficit will be $2.3m in 2020 with 31.12.20 cash forecast at $21m. If that is anywhere near correct we will be spared an equity raise this year.

cerrito
08/2/2020
12:52
nimbo1
4 Feb '20 - 15:44 - 5072 of 5079
yes i do appreciate that. Im going to buy here - but may as well try and get a low price
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Nimbo's post took me back a while and reminded me of all the stick I got from the cult followers back then. I still look in occasionally when I have time.
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Melton John
5 Sep '17 - 13:03 - 1701 of 5079 Edit
I thought it was expensive at £4. Just saying. :-)
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Although I bought some Wand I didn't stay very long and I'm glad I put my money into other shares like BLV GAW JIM TSTL YGEN

melton john
07/2/2020
15:28
Seems to me they messed up forecasting the revenues are they moved from a one off payment model to a monthly subscription model. As soon as they have enough pay monthly customers then all will be well.
ralphmalph
07/2/2020
13:45
I am not sat on 12,850 and will buy some more and ideally get back to 25,000 but will see. I can't believe the revenue has fallen the last few years but believe the Azure deal should change that. Always jam tomorrow but maybe the bread is in the toaster and the jam is at the ready!
tickboo
06/2/2020
22:59
What accounting error?What black hole?
kendonagasaki
06/2/2020
22:38
Tick

This was you, hope you reduced the 75k that you hold

This has been painful as I added some at over £10, not many but since the fall have added over 20,000 from 5.40 down to 3.59 and have lowered my average so although painful in now on 75,000 and believe this will be back to double figures come end of Jan. DR needs to deliver a decent update on Jan and no jam tomorrow. He must’ve spent time with the large holders who haven’t reduced their exposure. Be nice if some added but the main thing is they’re staying put.

jackdaw4243
05/2/2020
09:35
I'm sure once the Azure product is live decent revenues will be generated but wand will be seemingly reliant on it. Not a bad thing I guess but it seems odd that Cloud revenues for the major providers have been growing impressively and over the years wand has released more and more great products -live migrator being one. There's a massive disconnect with wand's revenues though.2017 $19.6m2018 $17m2019 E. $16m2020 E. $28mThe revenue is down nearly 20% from 17 to 19 when most cloud providers have been growing massively. We've seen large enterprises moving the the AWS, Azure, IBM clouds which doesn't seem to have translated to revenue for wand. I will buy more here but will wait and see.
tickboo
04/2/2020
15:48
I'm with you. Still hold a relatively small number but will buy back here in the coming weeks/months. The capital markets day sounds like a couple of months away so I reckon this has got a little bit more to fall before rising.
tickboo
04/2/2020
15:44
yes i do appreciate that. Im going to buy here - but may as well try and get a low price
nimbo1
04/2/2020
15:29
"I also assume once product integrated and labelled as a microsoft product wandisco don't have much to do other than collect a license fee?"

Basically. I would expect they will be involved as pre-sales consultants on any potential deal that could involve WAND. I don't think licensing details have been released. My experience of cloud contracts would suggest to me that it will be variable from contract to contract. The vendor starts off asking for $X per TB and you negotiate from there. The SLAs are built into the contract so penalties can be applied for poor performance etc.

Wand have not put any estimates on how much this could generate. As I am sure you are aware this is a very, very big pie.

SBT

superbobtaylor
04/2/2020
09:53
MMs want my shares- mock sell and all 2,500 of them could be sold. Saying this as often when an share price falls- it is hard to offload all or part of a stake. Not the case here.
czeck
04/2/2020
09:34
I agree completely- 2019 an irrelevance for Wand in terms of revenue...cash raised and in bank. Deals done. At some stage D R might need to hit a target but I think Wand has made it to the summit. Time to put the skis on and enjoy the run.
redrag1
04/2/2020
09:32
Agree with SBT. The backing of Microsoft is significant. Feel that what appears to be a delay in orders is a buying opportunity
lavbog
04/2/2020
09:11
Big picture, this is a very good RNS. Getting into private Beta with MS is a significant milestone. Much more important that a couple mill revenue H2.

SBT

superbobtaylor
04/2/2020
08:47
Not impressive.... again.
owenski
04/2/2020
08:17
More jam tomorrow
tsmith2
04/2/2020
08:10
it looks like expected contract announcements for last year are being carried over into this as clients have decided to wait for the complete product to be rolled out under the Microsoft banner.

whilst disappointing as a shareholder its really a cashflow delay.

personally, with the product being tied to one of the worlds largest corporate selling machines, using the Microsoft name, being embedded within the capability and marketing machine to push my companies product - seems worth waiting for.

I've been on a buyers strike of late, but I might have to think about adding a few as the q goes on

bg23
04/2/2020
07:49
It was meant to be $18m H2 as guidance was for $24m so an even bigger miss which is poor given it was reiterated in November. Maybe the jam will finally be delivered this year.
tickboo
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