Wandisco Share Discussion Threads

[nimbo1] 21/12/2022 16:29

I don’t feel like selling, if they’ve done it and found a niche strategic value will be in billions. Another false Dawn? Contract news suggests this is it…

[givmesunshine] 21/12/2022 12:27

Hi AllIt looks like that last two RNS have quashed any funding concerns .. 50% upfront for the last two bringing in about about 27 million

[scrutable] 21/12/2022 12:12

Pullbacks have been short and slight as I think will continue to be. my broker won't buy for himself, says these have moved so high as to have become dangerous and are certain to fall back, but that ignores the points I have made in 5589 about ever increasing and now simply colossal, slugs of money behind the need to move mass data into the Cloud.

Thanks redrag for illuminating the (£48m) tag on the TSB fine. The reports of the chaos caused by the botched move of data must have been of great help to Wand in describing the risks involved and explain why Wand can obtain so much blood out of financial stones like the financial services industry.

[redrag1] 21/12/2022 10:07

I tend to agree - and how interesting TSB was fined £50m last week for failing to migrate data properly and securely. Been in this stock a long time, and whilst a pull back must be on the cards after the move from the lows, I do think at long last we are beginning to see the sunlit uplands that have been promised for so long. I posted the other day I had this as a £20 takeover by IBM when I bought in what 5years ago now - I can see no reason why that expectation cannot come into fruition over the coming 6-18mths if - and it is a big if - the sales momentum seen in the last 6 months can be continued.

[scrutable] 21/12/2022 09:55

Most investors judge a company on its published accounts ie they decide on action from hindsight. IMO it is much more rewarding to invest in positive improvements in the business trading. That puts one two years ahead of the pack before future value is priced in. My background is in marketing from the standpoint of which sales forecasts have a couple of years advantage in visibility compared with accountants and financial advisers.

I can think of no company in my memory which has ever had such an explosive potential as WAND. Two of the world's largest telecoms companies, and one of the largest automotive suppliers have very quickly seen the merits of trusting WAND with ever increasing tens of millions to move their data into the Cloud. Most recently these incremental sums have been in chunks of £25m and last week £31m. Amazon's AWS, Microsoft's Azure, IBM, and Oracle are  just the leaders of a cohort of influencers  and partners supporting WAND'S contribution to global businesses. The marketing seeds for such huge events have already also been sown in the world's Financial Services section, Banking, Insurance, Transportation .....in the USA and Canada and EU.

It is more than a probability that these events will spread to Asia, and Australia etc, and in a different plane, to other transaction rich industries like Retail.

Incredible to expect and grasp that WAND is just at the beginning of the visibility of its future success. Where is the competition? How long before it is effective?
I am presuming perhaps wrongly that no global giant will be willing to risk loss of data in trying a different supplier. Otherwise the business seems destined to expand by multiplication, even viraly.

[jackdaw4243] 20/12/2022 17:05

Out and Out good luck All

[safety_john] 20/12/2022 15:06

Does anyone remember the screams and howls when WAND announced they were remodelling their business strategy to tecurring revenue software as a service etc etc? Derampers paradise. Seems to have born fruit, tho'.

[givmesunshine] 20/12/2022 13:57

Impressive

[simon gordon] 20/12/2022 13:41

Edison - 19/12/22:

WANdisco – executive interview

[micktravers] 20/12/2022 13:09

Worth a listen.

[lavbog] 20/12/2022 13:04

Maxim
I feel this is just the start. I believe Wand will make it very big.

[nimbo1] 20/12/2022 07:36

£20 at least?

[maxim1999] 19/12/2022 07:45

Any views please on where the shares might go ? Just trying to work out when to trade out ? Thanks in advance

[micktravers] 17/12/2022 11:14

My bad.......I didn't read the RNS properly. His interest is in about 5.5M shares which is worth about 40M.

Serendipity Capital Limited 2.65% 2.65%
---------------- ----------------------- -----------------------
Cream Capital 0.26% 0.26%
---------------- ----------------------- -----------------------
Adams Plc 0.13% 0.13%
---------------- ----------------------- -----------------------
Ora Limited 0.26% 0.26%
---------------- ----------------------- -----------------------
Richard Griffiths 2.23% 2.75% 4.98%
---------------- ----------------------- -----------------------
Totals 5.53% 2.75% 8.28%

[cerrito] 16/12/2022 23:11

Nice share price increase immediately following a RNS announcing Griffiths has increased his stake, due to this or just reflecting thin trading on a rail strike pre Christmas Friday afternoon??

[bg23] 13/12/2022 13:24

A surprising lack of comment on additional sales confirmation and further year end sales mentioned.

i expect full year estimates are going to have to be raised?

[opaleca] 03/12/2022 17:37

Goodbody initiates WANdisco with 1,081p 12 month price target and "blue sky" scenario price target of 1,582p. Analyst George O'Connor writes: "WANdisco has reset - "they do things differently there" (apologies Mr Hartley). Now at a point of inflection, WANdisco's operational process, people and Go-to- market changes made from Q4/21 are driving dramatic progress. The Trading Update (13/10) was ahead of expectations, product-market fit is established, TAM (US$14bn) is better defined, being delivered (and huge), the use case is clearer, and existing users are happy (a whopping expansion rate). Prodded by secular trends, customers also "do things differently". Our 'deep dive' review following the CMD (7/9) makes us relaxed that WANdisco's future is very different. Our analysis suggests that the strong TSR in YTD 2022 (+53% vs sector -22%) is likely to become blistering TSR out-performance in 2023. There is 70% upside to our target price (1,081p). However, our 'Fresh Eyes' scenario - where we factor in improving conversion rates (see inside) - posits 1,528p. Either way, this share is 'doing things differently' and going up. We initiate with a BUY.

[jackdaw4243] 24/11/2022 17:05

This is getting "Toppy" time to take some modest profit after a long wait.

[bg23] 24/11/2022 11:15

Being chased on the expectation of product delivery and accelerating sales, hard, as an existing shareholder, to commit additional funds at such a 'relatively' inflated price after this rebasing.

I'll be waiting for new news and a drift lower. in the meantime, happy to watch.

[scrutable] 20/11/2022 19:37

I was attracted by this company's product and potential market size three years ago and bought in but became disappointed and sold after holding for 18 months. The business model showed more and more 'losses' despite increasing acceptance of the services. Orders were slowly accelerating but the company had to cover costs well before their customers needed to pay. It looked then that the company would always be getting more and more short of cash.

Rns reports since mid year show the business continues to show acceleration as the first global clients came up with follow on orders of increasing size. The change in the timing of payments has become more visibly exponential, as more clearly has the share price chart. The 1649% increase in bookings at Q3 now visible is almost unheard of.

The share stands out a mile in today's flood of misery -the only short term risk being the tendency for PIs to take profits as soon as they see them out of sheer fear and disbelief, or because of universal personal cash pressures. I therefore expect repeated Fibonacci retracements giving ever better buying opportunities from a company with an unquantifiable future share price limit, which will stop rising only after a major pulls out a bid few can resist.

[cerrito] 18/11/2022 17:56

Alleluia early this morning my position for the first time for a very long time moved into profit.
Took the misguided decision to lighten up in early/mid September when the price rose to 390.
I see that month to date volume is equalling the busy by Wand Standards October.
The pound at 1.19 is strong by the standards of the last 2 months but weak over a 3/5 year view.

[cerrito] 18/11/2022 15:01

They had 66.9m shares outstanding at end October 2022

[truant2tb1] 06/11/2022 12:59

Does anyone know why Edison's research note states they'll be 66.9m of shares in circulation when 2023 rolls around? Up from 57.8m at the end of FY21

[cerrito] 03/11/2022 19:29

Good to see price going up and RG taking more.
I had been concerned that the price would have reacted to the AWS news last week of price discounting.

[maxim1999] 03/11/2022 15:04

Any news ? Leaky ship do we hope ? News due ?