Wandisco Share Discussion Threads

[hazl] 03/7/2017 18:22

www.hl.co.uk/shares/aim-and-small-cap-news/aim-bulletin/wandisco-secures-contract-with-major-us-healthcare-corporation

[hazl] 03/7/2017 18:22

-small-cap-news/aim-bulletin/wandisco-secures-contract-with-major-us-healthcare-corporation

[modform] 03/7/2017 12:55

Here is the post by a very knowledgeable poster Bakunin in Jan 2016.
If you haven't heard of Yeturu Aahlad, then google his name, he turned the fortune of WAND around by implementing the algorithm that gives Fusion almost 100% uptime. The guy is a pure genius ...




Bakunin
15 Jan '16 - 11:34 - 666 of 1236 0 0

Worth a long punt at these levels.
It was an obvious short while they were gobbling up cash developing the Fusion product "in the lab".
But, a watershed may be nearing.
Anyone who works in IT will know that the technology is awesome and unique.
They've got on board a genius, Yeturu Aahlad, who made and patented significant enhancements to the basic Leslie Lamport algorithms and 2 of the guys who did the original Hadoop development.
They are developing complicated software at a fair old whack.
They are now ready to ship product into a Tornado that is about to explode, ie cloud-based data centre infrastructure underpinning countless concurrent trends such as IoT, enterprise cloud migration driven by cost, etc.
Even Intel in its statement yesterday is positioning for the new data centre world.
What WAND have will be an absolutely essential part of this and may even be one of the last parts required to enable the Tornado to take place, ie data centre replication.
Their WAN-based replication has the potential to enable ALL the world's data centres to be seamlessly connected and "bullet-proof"!

The punt is that the funding issue gets solved in an innovative way. There are too many hot shot developers with stakes in the company for it to be allowed to go bust and the technology picked up again by the same/other individuals. The technology is too hot for it to just disappear from the scene. Richards has had his fingers burnt by venture capitalists in the past, so I reckon he will be looking for something that keeps dilution to a minimum. He has played a good game on the funding so far (only 30m shares in issue).
It almost seems like a no-brainer that the likes of Oracle or Intel take a stake in the company, integrate Fusion big-time into their own data centre offerings and, thus, fund it across the Chasm through to the Tornado.
N.B. WAND have been working closely with Oracle and Teradata and the "whales" will take over from the likes of Cloudera and Hortonworks once the market is fully ripe.

[tickboo] 03/7/2017 12:44

Wow, what a case study this will make and surely help penetrate other healthcare organisations and not just in the US."What is also particularly pleasing is that to secure a contract with a healthcare business, where downtime and disruption to critical patient data is not an option, is further validation of not only our technology, but also our ability to manage unprecedented volumes of active, transactional data."

[hazl] 03/7/2017 12:22

Excellent here what a great contract.

IMO

[nimbo1] 03/7/2017 11:17

yep good idea - will move it.

[hazl] 03/7/2017 11:15

Perhaps we ought to put things like that in ACHP BB as mentioned NIMBO ?

[nimbo1] 03/7/2017 11:01

Happy to be here - as you would be in any stock which goes up after you buy it.

[hazl] 03/7/2017 09:36

Well I think it's the best stock I have had for a long time.
Happy to ignore profits for now.

[mcfly79] 03/7/2017 08:49

Great news!The fee must be confidential but it's for a three year subscription licence agreement. The retail client win that the company announced recently was a similar agreement for three and a half years and in that case the $2m fee was all payable up front in 30 days. I hope the up front payment is a common characteristic for these deals, that would really make for some great cash flows.

[ileeman] 03/7/2017 08:44

Great news.

Looks like coming in for a backtest, when it comes back 700p+ imo.

[tickboo] 03/7/2017 08:30

Yep, be good for it to close this morning's gap up before heading higher. Great to see new sectors being penetrated. This is merely the beginning and although some might feel buying in now is missing it, there's still a long way to go. Double digits by Q4 I reckon.

[nimbo1] 03/7/2017 08:30

Hazl it looks like they have the edge. Anyone know of any competition? seemingly they are the best...

On the markets front I agree. Plenty to feel grim about given the outlook versus current market heights. In some down periods you always look back and realise some stocks keep going up because of company specific progress. Hopefully we've found one here!

Just bought a few more here on that backtest.

[hazl] 03/7/2017 08:27

Now it's on a roll I imagine there will be more contracts.

[horneblower] 03/7/2017 08:22

Lovely chart. May pull back a bit but £12 to £15 is a near-time target imo.

[hazl] 03/7/2017 08:20

50 states!

[rafieh] 03/7/2017 08:09

I can see £8 before the results.

[hazl] 03/7/2017 08:08

Modform it has already been 1500 at one point.
I think only now is it proving itself.

[hazl] 03/7/2017 08:06

Not at at all nimbo ....just at the start of the journey with contracts coming in,in my opinion.
Just a pity that the general market is not looking so good in the future.

But this surely has the edge?

[hazl] 03/7/2017 08:03

David Richards, Chief Executive Officer and Co-founder of WANdisco, commented:

"We are delighted to have secured our first customer in the healthcare sector, a large and highly prized target market for our business. We already have agreements with customers in the automotive, government, retail and finance sectors - and we believe the demand for Fusion doesn't stop there.

"What is also particularly pleasing is that to secure a contract with a healthcare business, where downtime and disruption to critical patient data is not an option, is further validation of not only our technology, but also our ability to manage unprecedented volumes of active, transactional data."

[nimbo1] 03/7/2017 08:03

good news. I was late here - but better late than never!

[modform] 03/7/2017 07:57

Looks good, Unbelievable that last year we had 2 bulls , bb2 and me, and many many bears, and the price was around 90p.

[hazl] 03/7/2017 07:37

'WANdisco (LSE: WAND), the world leader in Active Data Replication(TM), is pleased to announce it has secured a new contract with a major American healthcare corporation serving 50 million Americans in all 50 states (the "Client") for the deployment of WANdisco Fusion(R) ("Fusion"), the Company's patented Big Data and Cloud product. The contract was secured directly by WANdisco on a 3 year subscription licence agreement.

The Client plans to deploy business-critical strategic patient data across a new Big Data/Cloud infrastructure which has stringent requirements around continuous availability of the applications and data. Fusion was therefore selected as it was the only enterprise-level solution that could transfer the large volumes of continuously changing critical patient data generated by the Client to the Cloud without impacting its availability and consistency. '