Wandisco Share Discussion Threads

[tickboo] 28/4/2017 10:06

Looks like the MMs are responding some more to the break even RNS, obviously a great contract win but importantly cash in the bank, no cash burn, credit facility too and massive potential, washoping to get another 5,000 in a month or so am relaxed if we stay around here until then!

[nurdin] 28/4/2017 09:54

Tipped somewhere?

[rafieh] 28/4/2017 09:48

Tickboo,You are very patient mate. I think we will be testing new 12-month highs in a week or two.

[tickboo] 28/4/2017 09:02

A nice 35,000 or so buy over ask, momentum looks like it's coming back. LET'S GET BACK TO £5 then the nearer to the interim's we get we should go past the 12 month high.

[tickboo] 27/4/2017 10:13

I was watching this and thought I'd wait until the cash burn had stopped which I thought might be at the interim's. I then impetuously decided to buy as thought news on breaking even would put this higher which it has done. I don't think any doubt the technology and the IP means it can't be copied, it's a market that's growing massively each head which is why although the last contract was 1/3rd of last year's small turnover the potential is massive so I don't think it's overvalued now (given cash in bank and at least braking even). I can see this moving quickly above the 12 month high ahead of the interim results and if positive and big data still progressing we could quickly see double digits again. I've got 30,000 so am biased but the potential for their unique, no downtime technology is why I'm here. Will also add on any dips.

[runthejoules] 27/4/2017 09:57

Well, Paul Scott may have bagged his winnings but is still watching with interest (I recommend stockopedia wholeheartedly) and SHARES magazine has WAND as a recommendation. hxxps://www.sharesmagazine.co.uk/article/wandisco-makes-cash-burn-breakthrough

[acefromspace] 27/4/2017 08:08

1000 @ 464. Will add on any major dips. I work in a similar sector and this tech is something all business need and want. Being able to reduce down time by mirroring provides a massive cost benefit case for this tech. Once proven and rolled out I can't see it not flying or being brought out by a bigger player.

[tickboo] 26/4/2017 17:43

At what price? Lots of big sells showing as black on here though. MMs happy to take them which is good. Onwards and upwards.

[acefromspace] 26/4/2017 17:30

I got some more today and it shows as a sell.

[tickboo] 26/4/2017 10:52

The MMs seem keen to take this higher but lots of drip drip selling. I guess we won't have another update until July time (ahead of the interim's) unless we get some more chunky contracts that deserve an RNS. I'm expecting some more cash in the next 2 months so hopefully we won't go too much higher and I can get another 5,000 or so.

[tickboo] 25/4/2017 12:17

4 or 5 MMs at £4.50 so should be okay at this level unless loads of sells flood in. When they went up to £15 (albeit on fewer shares in issue) it was on great IP but hype especially with the cash burn they had then. That is no longer so I'll be holding until the end game. The no downtime, cannot be copied, more patents pending. Sure more contracts will be announced and given no cash burn in Q1 profitability this year looks likely. Good times ahead surely.

[tickboo] 25/4/2017 07:40

Good point on the testing. Sure more large contracts to come our way, lots of great case studies for marketing and the resellers to use. Massive potential and now with cash in the bank and not leaking money no longer over valued.

[nurdin] 24/4/2017 13:58

What is significant about todays announcement,apart from the value and the quality of the client, is that this complex bit of software has been thoroughly tested and verified by what looks like a large,reputable financial institution. That is the best advert they can have for the product.That should give their marketing effort a huge boost imo! Watch this space I say.

[runthejoules] 24/4/2017 12:44

Shareprophets: I previously wrote on WANdisco (WAND) in January – ‘one quarter does not an investment make, but offers some encouragement for shareholders’. The following updates with the shares currently on the rise on the back of a “Significant customer win and Q1 update” announcement.

This emphasises a “record $4.1 million contract with major financial institution” and “delivered cashflow neutral performance in Q1 2017”.

The contract is for the company's patented big data and cloud product, Fusion – noted to have been selected by the client after an extensive period of testing deemed it to be the only enterprise-grade solution able to support critical Cloud and Big Data applications. In terms of cashflow, the company noted a “combination of strong prior quarter bookings, good cash collection and expense efficiencies realised in the quarter, along with the receipt of the annual R&D Tax Credit from HMRC”.

The cash information suggests the reported a particularly good quarter on that front, though the announcement does also include “we continue to see increasing traction with WANdisco Fusion, which is providing the foundation for our strong order book and sales pipeline for the current financial year”.

There continues to look a way to go to be able to justify the current valuation here, but the recent trading and cash flow trends will see me continue to monitor with interest.
- See more at: hxxp://www.shareprophets.com/views/28643/wandisco-record-contract-win-q1-update-offer-some-further-encouragement-but#sthash.2nhPnLMP.dpuf

[runthejoules] 24/4/2017 12:01

Tickboo I don't know much about the technology except it sounds amazing so thanks for your reassurance. I think we're onto a winner 'ere Trig... And thanks Nurdin, but for some reason I can't get through to the article, any chance of a cut & paste please? So what are your favourite big data plays guys & gals? I was in SPLK for a while, but it mainly tracked sideways... I'm guessing Alphabet is the safest!

[nurdin] 24/4/2017 11:31

We may not have to wait that long if they announce one or two more deals like the one today ! :o)

Seems to me the business is gaining strong traction now.

[tickboo] 24/4/2017 10:43

Over the coming weeks I expect this to be challenging the 12 month high of £5.40. There should be a fair bit of buying in the lead up to the interim RNS in August so my bet is come then we'll be over £6.

[nurdin] 24/4/2017 10:20

Interesting recent article:




The big data analytics market will soon surpass $200 billion

IDC says that worldwide revenues for big data and business analytics will grow from $130.1 billion in 2016 to more than $203 billion in 2020, at a compound annual growth rate (CAGR) of 11.7%. In addition to being the industry with the largest investment in big data and business analytics solutions (nearly $17 billion in 2016), banking will see the fastest spending growth.

I know they are talking about big data analytics market where WAND have little presence as far as I know,but it nevertheless shows where the overall market is headed.

[tickboo] 24/4/2017 09:50

Runthejoules, the thing is they can't copy wand's IP so replicating it (no downtime) seems near on impossible. After all what wand is able to do was thought impossible before it was developed. I'm surprised one of their partners (Oracle, Amazon) haven't put a sneaky bid on. The potential here is fantastic, an unrivalled product in a market that will only get bigger. A little peeved I didn't get the final 10,000 on Friday as it would've saved me £4,000 or so. Still great value anyway.

[runthejoules] 24/4/2017 09:43

Paul Scott seems to think it's a potential takeover target, though I'd be interested to read that FT article (or extracts). Certainly I think the major danger here is that one of the big boys decides to develop their own technology (like Apple with Imagination) but rather than do that it makes sense to buy up your channel partner. Time is money for them. Pure speculation but maybe they'll value it at a billion ;0)