Wandisco Share Discussion Threads

[tickboo] 07/8/2017 14:45

Never a bad thing taking profit. I'm keeping all of mine for the foreseeable. Yep, wish I'd put my FRR money in here. Oh well, we live and learn!

[runthejoules] 07/8/2017 13:58

11% in one day seems a bit ridiculous so I've taken a bit off the table, which is probably daft as this is almost certainly leading up to crazy news, but no-one ever went bankrupt taking a profit.

[panic investor] 07/8/2017 13:46

FRR - you do ask for trouble don't you ! It has resources in its name !

[tickboo] 07/8/2017 13:17

And even FRR is blue but after a 22% fall on Friday I'd hope so. If we have a profitable H2 here and EBITDA positive for the FY reckon we'll be approaching the highest share price here. I'm looking foreword to their interim presentation.

[nimbo1] 07/8/2017 13:03

tickboo you ok? ;)

[nimbo1] 07/8/2017 12:51

wowzers this is really going for it : )

[grabster] 07/8/2017 12:00

That's forecasting traffic
57% from 2016-2017
54.5% from 2017-2018
41% from 2018-2019
45.8% from 2019-2020
40% from 2020-2021

= sevenfold in 5 years.

A worthwhile surge to be grabbing part of.

Since emerging from its dive, Wandisco share price has more than doubled in 2016, and has already more than trebled in 2017. (EDIT 1pm - quadrupled this year so far)

[someuwin] 07/8/2017 11:38

I posted this on IQE board - but it is just as relevant to Big Data companies like WAND.

Mobile data traffic to increase seven-fold by 2021

Cisco Forecasts 49 Exabytes per Month of Mobile Data Traffic by 2021

(One exabyte is equivalent to one billion gigabytes, and one thousand petabytes.)



There's an awful lot of big numbers in this Cisco Global Mobile Data Traffic Forecast.

[garymegson] 07/8/2017 09:29

Posted this the other day so just a reminder!

WANdisco to Present at Canaccord Genuity Growth Conference in Boston on August 9, 2017


SAN RAMON, CA--(Marketwired - August 02, 2017) - WANdisco (LSE: WAND), the world leader in Active Data Replication™, today announced it has been invited to present at the 37th Annual Canaccord Genuity Growth Conference taking place August 9-10, 2017 in Boston.
WANdisco CEO David Richards, and CFO, Erik Miller, are scheduled to present on Wednesday, August 9 at 12:30 pm Eastern time, with one-on-one meetings held throughout the day.
The presentation will be webcast live and available for replay at hxxp://wsw.com/webcast/canaccord26/wand.l and via the investor relations section of the company's website at hxxps://www.wandisco.com/investors/overview.
For additional information or to schedule a one-on-one meeting with WANdisco management, please contact your Canaccord representative, or WANdisco's investor relations at [e-mail].

About WANdisco
WANdisco is the world leader in Active Data Replication™. Its patented WANdisco Fusion technology enables the replication of continuously changing data to the cloud and on-premises data centers with guaranteed consistency, no downtime and no business disruption. It also allows distributed development teams to collaborate as if they are all working in one location. WANdisco has an OEM with IBM as well as partnerships with Amazon Web Services, Cisco, Google Cloud, Hewlett Packard Enterprise, Microsoft Azure, and Oracle to resell its patented technology. WANdisco also works directly with Fortune 1000 companies around the world to ensure their data can give them the real insight they need.

[nimbo1] 07/8/2017 09:26

Looks to me like the animal spirits of the market have been awakened properly now. Could see a tech boom 2.0 I think. Corporates are rapidly adapting to technological change and a lot of small niche tech companies will benefit greatly, especially those focussed on data.

[hazl] 07/8/2017 09:18

Yea tickboo.
It's a game-changer this one I think.

[nimrod22] 07/8/2017 09:10

we are approaching escape velocity

[tickboo] 07/8/2017 09:05

Wow, this is motoring. Not a surprise and looking st the chart this could well move as quickly up as it down fall from £15.

[hazl] 07/8/2017 08:50

AH WAS THAT THE LINK THANKS I see.

[djbilywiz] 07/8/2017 08:49

That Amazon snowball link was already posted by Garymegson last week I believe.

[tickboo] 07/8/2017 08:18

WANdisco is integrating its Fusion product with Amazon's Snowball product, which moves massive amounts of data to its public cloud.Snowball is the AWS method of transporting large amounts of data to its public cloud; data amounts so large that digital transmission across a wide-area network (WAN) would take weeks or more and cost a fortune. Data is transferred to drives and these transported to an Amazon data centre where their contents are read and uploaded to the AWS cloud's storage arrays. Vast datasets, up to 45PB, are transported by a truck, a so-called Snowmobile.WANdisco (Wide-Area Network Distributed COmputing) Fusion is replication technology that can handle transactional data and transmit from multiple sources to a destination while the data set at the sources is still in use.Essentially, what happens is that distributed Paxos algorithm technology, devised by chief scientist Dr Yeturu Aahlad, is used by the several processors involved to register and agree on the order of updates to the global data set. These updates are given a Global Sequence Number (GSN) and that enables them to be applied in sequence (replayed) at the target data centre.The system can withstand network outages by saving up the registered data events and then having GSNs calculated and the data sent upstream when the network is back up again.An AWS Snowmobile data transfer can be viewed as a network outage, a fairly prolonged one. By installing Fusion technology both at the Snowmobile source site and AWS destination site, then the Snowmobile data can be uploaded to Amazon, a normal Internet access network pipe to the dataset established, and then the Fusion technology used to "replay" intervening updates at the source site to the AWS-held dataset. This ensures eventual consistency between the source and AWS target datasets.Why does this matter? If there are two or more updates to a dataset during a network outage then it may not matter if the updates are to different dataset items, aka database records. But if they are to the same record then they need to be applied in sequence, otherwise a disaster might happen.Suppose the database record is a business' bank balance and it is $1,000,000. Update one is a deposit of $2,000,000 while update two is a withdrawl of $2,000,000. If they are applied in the wrong sequence then the business could find itself having a negative balance of -$1,000,000 with the bank doing bad things like suspending the account.Guaranteed dataset consistency is a really big deal when you absolutely must have consistency. We understand that WANdisco and Amazon are talking to banking institutions, interested in moving data to the cloud, about this technology integration. It will become a core part of WANdisco Fusion and not a separately branded and charged-for item. ®

[hazl] 07/8/2017 08:09

Can you give an idea of what its about I don't open bit links?

[owenski] 07/8/2017 07:22

That's quite a significant offering. Interesting read, thanks for that BB2

[tjbird] 06/8/2017 20:35

yes sorry post edited

[hazl] 06/8/2017 19:24

Sorry tjbird but that was written before the trading update and as we have already discussed, that and the contracts, have already changed the soundness of this company's prospects...well to me anyway.

This has become a different animal,altogether in my opinion.
That's why I bought in at that point.

IMO H

[nimrod22] 06/8/2017 17:26

Hard to believe that WAND was around £15 a share in 2014 when there was no real earnings in sight, now that there is real progress an £8 share price may appear to be conservative.

[scrutable] 06/8/2017 16:37

Good post tickboo.

The rapid increase in strength of the shares since early June, I suggest, comes from belated realisation of the changes, which have come this year from attracting channel partners of the caliber of IBM, Oracle, Amazon, Google, Microsoft etc . IBM alone is fielding 5000 reps to the task.

The year 2016 showed hardly any increase in Revenue but the orders booked for the newly launched Big Data product - an updated Fusion (?), showed an increase of 184% - a completely astonishing statistic for the world of marketing, most of these contracts coming in to the later part of the year as the product was unrolled. This is $5m of extra revenue over future years, at the same time as WAND's
own sales overheads were sharply reduced by the channel partner program.

The improved marketing during H1 is reflected in a new rate of growth in the share price of around 100%/pa for two months until June 8 and then a substantial acceleration to a rate of 160+%/pa by the end of last week.This is just the beginning.

I expect the trend to hold until the interims on September 6, by when the share price could reach £8.00 before, probably, the usual short term Fibonacci retracement ie sell-off, immediately afterwards.

Barring micro caps and pre-commercial resource shares, the share price of WAND is already the second best performer of the last two months on the LSE, (after IQE) , and top of the list for the 7 months since Jan 2017. The unique proposition, patent protection, strength of Channel partners and size of the typical client, suggest that WAND will be back as the best performer of 2017 very shortly.