Wandisco Share Discussion Threads

[tickboo] 17/11/2017 08:31

Fair play to you. I have no spare funds. I have put a lot on the line and will sit on what I hold. I have faith that this will be in double figures in H1 next year. Potential is massive which is why the market cap is so high given the small revenues. Only way is up though.My average is £4.85 so I could have taken some off the table in the high £8s but I'm here for the long term of a takeover.

[nimbo1] 17/11/2017 08:19

Got another 2500

[tickboo] 17/11/2017 08:16

I particularly like the flexibility re data centres and cloud.With the release of additional plug-ins, Fusion addresses new use cases, including deployments between data centers and cloud storage, significantly expanding our total addressable market."

[hazl] 17/11/2017 08:05

A positive RNS.

[tickboo] 17/11/2017 07:49

5 MMs on the bid at 7.20, lets have a blue day. So we have better product, more partners so next year should be profitable both H1 and FY. Let's hope we're close to breaking even FY17, the R&D rebate should help.

[tickboo] 17/11/2017 07:21

NEW PRODUCT LAUNCHWANdisco announces new release of Fusion for significantly improved product performanceWANdisco (LSE: WAND), the world leader in Active Data Replication(TM) , is pleased to announce the release of WANdisco Fusion(R) 2.11, the latest version of the Company's patented data replication product.WANdisco Fusion(R) 2.11 includes substantial performance improvements to the Fusion core replication engine resulting in flexible installation processes for users, as well as significant product performance benefits.WANdisco benchmark testing has demonstrated 40% to 75% improved throughput and reduced memory requirements. In addition, there are a number of other enhancements and new capabilities added to the platform that will significantly improve the user experience and reduce overall product complexity.David Richards, Chief Executive and Interim Chairman of WANdisco, commented:"The release of WANdisco Fusion(R) 2.11 is a huge leap in terms of product performance, enabling us to support the world's largest data deployments. With the release of additional plug-ins, Fusion addresses new use cases, including deployments between data centers and cloud storage, significantly expanding our total addressable market."

[tickboo] 16/11/2017 16:09

You'd think so. Certainly with their IP and partners this should go one way. They need to be in profit H1 and H2 next year, I suspect they'll make a small loss this year and the R&D rebate will help so might be close.

[vanadiumx] 16/11/2017 15:56

Nibbled some more. My 500 buy shows as a sell as it was less than the market quoted offer. This company is only going one way.

[tickboo] 16/11/2017 15:24

You'd think so, I haven't any spare funds to lob in. The recent RNSs have been positive re partnerships which bodes well for next year but the lack of a trading update in October as no contract win RNSs has spooked some. Am holding long and strong.

[nmulm] 16/11/2017 15:10

Great buying opportunity here

[tickboo] 15/11/2017 15:47

I should have taken some off the table in the mid £8 area, hindsight is great! I'm not risking selling at this price as a contract win announcement should see this get back in the blue. That said, there is a fair bit of selling which is taking this lower. Hopefully WAND release some good news in the coming weeks ahead of the Dec lull.

[runthejoules] 14/11/2017 22:04

I think we're in the correction, regarding growth stocks. The more it falls the more likely Softbank or a partner will put a bid in, praps. I should have sold/sliced a while ago but we've had a big retrace before.

This govt looks like caving in on Brexit transition period - would the market fall on higher pound or would there be a relief rally on smaller chances of a no-deal Brexit?

What I do know is I'm gonna be tighter with the stops when things are good next time, but now we're into being patient & waiting for it to go back up again.

Not retiring anytime soon so can ride this rollercoaster a bit.

[toyin] 14/11/2017 19:46

I think you may be correct nimrod22, the markets looking decidedly average. Very good company and I will also be back, but to toppy in this market for me.

All the best

[hazl] 14/11/2017 19:44

What I have done with some great shares like this,is to let them run on their profit but get the original capital back.
I wouldn't want to miss out on this one and be out of them altogether.
The market continually surprises especially with financial and technology shares that haven't big over-heads like some companies.
Each person has to tackle risk and uncertainty in their own way I suppose.
This is still a real favourite of mine,it's got a lot going for it.

[tickboo] 14/11/2017 14:00

I think the lack of a Q3 trading update and Edison retaining the $17m YE forecast ($10m HY) has taken the gloss off the good RNSs re partnerships. The share price has fallen some 12% since the capital markets day so the market wants to hear about more deals, EBITDA positive and not potential. Am holding firm as I think next year will be cracking. Bloody hope so!

[vanadiumx] 14/11/2017 11:29

Just bought more....

[runthejoules] 14/11/2017 11:13

Oh dear on the share price General market jitters I hope, holding on.

[tickboo] 08/11/2017 11:36

Thanks vanadiumx, so both Edison and the FT reckon the OEM will generate a minimum of $1m a year over 3 years, hopefully that is very conservative and my guess is that it will be. Hopefully they get more of these OEMs agreed and signed off so the pipeline can grow at a faster rate. Given the next update is now Jan it would be good to hear of a chunky contract win before Year End.

[tickboo] 07/11/2017 14:35

This is interesting -We understand that the deal has a $3m+ minimum commitment, but believe that there is scope for this to be exceeded relatively quickly. The product’s launch is anticipated in December, and thus the partnership should start to contribute meaningfully to revenues in FY18.Perhaps this year maybe inline with their $17m FY revenue figure which will be disappointing but 18 looks exciting especially with IBM on the case and closing deals from this year.

[nimbo1] 07/11/2017 14:22

worth reading the edison update - mainly because this relationship has nothing to do with hadoop but is just the mainstream cloud market.



WANdisco’s second OEM partnership, with Virtustream, Dell/EMC’s cloud platform and software business, significantly strengthens the company’s platform for growth in FY18 and beyond. It is also significant because it relates to cloud object storage rather than Hadoop, firmly demonstrating the applicability of Fusion in cloud/hybrid cloud deployments. It thus raises confidence that other similar deals in the pipeline will also convert, laying a platform for a very significant acceleration in growth.

Second OEM, first for cloud
Virtustream is a subsidiary of computing/storage giant Dell/EMC. Its focus is on enabling enterprises to run mission critical applications in cloud/private cloud or hybrid cloud deployments, making it a natural fit for WANdisco Fusion. Fusion will be sold as a standard Virtustream product covering on-premises, hybrid and cloud environments, using WANdisco’s standard subscription pricing model. We understand that the deal has a $3m+ minimum commitment, but believe that there is scope for this to be exceeded relatively quickly. The product’s launch is anticipated in December, and thus the partnership should start to contribute meaningfully to revenues in FY18.
Cloud credentials strengthened
WANdisco is now looking very well placed to exploit the significant opportunity in cloud storage. The company has made strong progress advancing its cloud partnerships, notably announcing product collaborations with Amazon and Microsoft in recent months, but this is the company’s first OEM partnership in this field. We believe that other partnerships are in the pipeline and our confidence that some of these will convert has moved up a notch. Management estimates that the TAM for its products in cloud object storage will be worth $2.75bn in 2018 growing to $6.75bn in 2020, versus $0.22bn for Hadoop at the same time.
Valuation: Recent progress strengthens upside case
We are not changing our estimates at this stage. FY17 financial performance depends on the timing at which large deals come in, but looking beyond this, we believe WANdisco’s platform for delivering significant, operationally geared upside has strengthened. The valuation demands significant growth and margins (our DCF suggests a five-year revenue CAGR of 40% through 2025, with EBITDA margins reaching 25%+). With WANdisco’s compelling market fundamentals, geared business model and rapidly strengthening roster of tier one partners, we now believe it has good potential to exceed this. The company’s strategic attractiveness should also factor in the valuation consideration.

[tickboo] 07/11/2017 09:52

In case anyone missed this from GaryMegson's post which is exciting as once you're in one government agency it should be a lot easier to penetrate others, exciting times. Look forward to the next update which according to Edison will be In Jan. "With ViON's 37-year history of providing mission-critical IT infrastructure solutions, together with Ascolta's platform and managed services, this partnership brings the benefits of our patented technology to public sector customers who require on-demand, burst-out processing and offsite disaster recovery, without wasting budget on idle back up services," said Peter Scott, Senior Vice President, Business Development of WANdisco. "We are delighted through this partnership to have already secured our first customer in the government sector, a large and highly prized target market for our business, where compliance with federal mandates is a must. This is a further validation of our technology."Ascolta will deploy Fusion as part of the DataAdapt platform within a large government agency in the U.S. The enterprise-grade solution supports the agency's mission critical Cloud and Big Data applications while ensuring service level agreements and regulatory requirements are met when moving data between different storage environments. Other solutions were unable to meet these stringent requirements.About AscoltaAscolta, a subsidiary of ViON Corporation, is a big data system integrator and service provider specializing in cyber and advanced analytics for enterprise-level customers across public and private sector. Ascolta partners with the industry's leading manufacturers, providing customized analytics solutions to support data warehouse augmentation, operational analysis, security and intelligence and cyber. With flexible financial models available and the ability to deliver analytics via the Cloud or on/off- premise platforms, Ascolta enables organizations to rapidly deploy analytics with 24/7/365 support and managed services. The veteran-owned business is located in Herndon, Virginia. For more information, visit www.ascolta.io

[tickboo] 07/11/2017 09:48

This was a great post last week and we know government agencies hold a lot of data -djbilywiz - 01 Nov 2017 - 19:37 - 2062 of 2066 - 1Very interesting..."Ascolta will deploy Fusion as part of the DataAdapt platform within a large government agency in the U.S...""...Other solutions were unable to meet these stringent requirements."Another area of the vast market for Fusion has been identified. Obviously I am a biased holder!