Wandisco Share Discussion Threads

[nimbo1] 28/11/2017 14:59

it defies the fundamentals imo so I will just be holding on. Its an illiquid share so large moves shouldn't surprise I guess. Someone clearly wants to lighten or get out for whatever reason. Brilliant opportunity for new purchasers imo.

[tickboo] 28/11/2017 09:22

WANdisco Fusion® integrates with AWS Snowball to deliver a truly hybrid cloud solutionSan Ramon, Calif., – 28 November 2017 – WANdisco (LSE:WAND), a world leader in Active Data Replication®, today announced its patented technology, WANdisco Fusion®, is integrated with AWS Snowball. With WANdisco Fusion® Amazon Web Services (AWS) customers can use the bulk transfer capabilities of AWS Snowball to transfer static and changing information from Big Data applications to Amazon Simple Storage Service (Amazon S3) with guaranteed data consistency. This avoids the downtime and cost usually involved in bulk data transfer over the network. Other benefits of WANdisco Fusion® for AWS Snowball include:• Efficiency: AWS customers can take advantage of efficient bulk data transfer with AWS Snowball to minimize network costs, transfer times and security concerns for data transfer over the network. • No downtime and no business disruption: Cloud and on-premises applications continue to operate normally and without disruption against the Amazon S3 API while AWS Snowball is in transit. • Guaranteed data consistency: Using WANdisco Fusion for AWS Snowball allows applications to use the Amazon S3 API to write data to a local Amazon S3 endpoint while transferring data with guaranteed consistency to Amazon S3 in the cloud using a combination of AWS Snowball devices and network connectivity.David Richards, Co-Founder and CEO of WANdisco said: "By using WANdisco Fusion® for AWS Snowball, customers can get large quantities of data to the cloud at not only a significantly faster rate and for less money than if they were transferring data over the network, but also with the unique benefits of consistent, coordinated replication. This enables a truly hybrid cloud to be created with no downtime and no business disruption."

[vanadiumx] 28/11/2017 09:18

Waiting for an Alibaba announcement next....https://www.wsj.com/amp/articles/the-next-billion-dollar-boom-in-chinese-tech-1511435069

[tickboo] 28/11/2017 08:54

Hopefully you 'techies' have called the bottom as it's been a bit depressing since the capital markets day. Especially as good news with partners, the updated fusion but the lack of a trading update has hurt. Onwards and upwards.

[panic investor] 28/11/2017 07:06

That should see the bottom

[bamboo2] 27/11/2017 21:50

PI, re WAND bottoming, I notice, using the PRT auto trendlines, a potential turn on the Prorealtime chart for tomorrow 28 November. The same trendlines on the last market price based chart [Tradingview] show the potential turn today, 27 Nov.

Can't believe it's less than a month to Xmas. Looking forward to getting the shortest day behind us.

[panic investor] 27/11/2017 17:50

Added to my chart above the RSI is around 17 which is well oversold for those that trade off that indicator - I'll wait for it to bounce first to confirm a bottom

[djbilywiz] 27/11/2017 17:27

Have the 200 day MA at about 605p so the 600p level could act as support. Would be a good sign to see price turn in from that level on increased volume. All IMO

[tickboo] 27/11/2017 16:07

Ah, well I hope WAND bounces regardless as this drop has been too much!

The other stock is a massive gamble, poor history of dilution and money wasted and it'll fly or die in the coming weeks. FRR, O&G dog that might change the habit of a lifetime and deliver some gas!

[panic investor] 27/11/2017 15:57

Sorry tick wasn't concentrating that gap was filled - what other stock by the way ?

[tickboo] 27/11/2017 15:14

Good spot, well the sooner it gets filled the better. WAND has lost nearly 30% since the capital markets day presentation!

I haven't got any funds to put in, all in here and another PLC.

[panic investor] 27/11/2017 15:05

edit - sorry that was wrong this is better

[tickboo] 27/11/2017 14:43

Someone's mopping up a lot of shares mid-price.

[hazl] 25/11/2017 14:26

Hmm...interesting.

[hazl] 23/11/2017 17:12

Interesting about China but they are a bit behind in my opinion.
Some of us were aware it was going to be 'data data data'
Jack Ma back in June .

September Bloomberg
Data is Oil

With China’s tighter cyber security laws, technology companies face more challenges in the country. Alibaba is already China’s biggest cloud-computing provider, with the unit projected to make up 15 percent of Alibaba’s revenue by 2021, according to JPMorgan Chase & Co. '

[melton john] 23/11/2017 14:59

An interesting article in non technical terms explains the future for Wand, not today or tomorrow but not far away I feel sure. Probably the most revealing paragraph. Read it and weep if you've sold out. Wand are recruiting in China, why would that be?

"All of this data might seem ephemeral but it has to be stored somewhere. Firms are now spending record sums on building data centres. “Investment in data-centre real estate has reached fever pitch,” says real-estate investment firm CBRE. In the first half of 2017, a total of $18.2bn was invested, more than double that of 2016 as a whole. Amazon, Microsoft and Google are the biggest players in the sector, and yet the world’s biggest data centres are not in the US. The biggest is the Range International Information Hub in Langfang, northern China, covering more than six million square feet. It is run jointly by IBM and Beijing-based Range Technology Development Company."

[bamboo2] 23/11/2017 12:54

Potential turn in the chart today/tomorrow. Bought a few.

[hazl] 23/11/2017 12:34

I don't know....I have been wrong before...but I feel the softness is to do with general market sentiment and subtle shifts occurring in the background.
We as a sector have done well for some time,these things don't last for ever.
I repeat, I like this firm, but for the reasons above I reduced risk by having them run on profit.Where from here? Who knows?

[djbilywiz] 23/11/2017 12:33

Yes, if WAND was listed on a U.S exchange we would be getting quarterly earnings updates. It's a shame hat in the U.K. we only get the finals and interims. Trading updates not mandatory and the fact that you don't get one when expected makes you wonder why. I do still like WAND for the future and will get back in, just waiting for the chart, a bit of volume and turn upward would be good to see.

[panic investor] 23/11/2017 12:27

Totally agree - unless there's a 10% impact on yearly earnings just stick to numbers imho

[tickboo] 23/11/2017 12:05

To be fair until we seriously increase revenue and start turn a profit Hy and FY18 i hope. With the new products, partnerships and etc this should happen sooner. I expected a trading update in Oct (they were 3 before) and was disappointed when this didn't materialise. The co should just stick to HY and FY if they only produce 3 quarterly updates and leave the 4th. At least we'll have one in Jan and hopefully we can convert some new chunky clients beforehand. Onwards and upwards.

[runthejoules] 23/11/2017 11:51

Me too tickboo. This company is an absolute sitting duck at the moment. If I were one of its partners, TenCent or Softbank etc I would snaffle it up for peanuts now, inline or not. That's the stupid consideration that's kept me in here while it's slipped and my frog's been slowly boiled for 50%.

Is there something we don't know in the background or are we just victims of sentiment?

[tickboo] 23/11/2017 08:51

I'm still here and holding my 50,000 although I should have top sliced in the mid £8s but there you go. I think he market had priced in WAND exceeding expectation in H2 and with the Edison paid for research saying they exepct FY to be inline with THE $17M forecast which is a little disappointing at HY was $10m. Anyway, the medium to long term looks great here and i'll be holding until we're taken over or we're many multiplies ahead of where we are now.

More chunky trades going through at mid so I'm not sure if they're buys or sells but someone's taking them.