Wandisco Share Discussion Threads

[vanadiumx] 29/11/2017 10:01

EDISON note just out. Apologies for the bad formatting. Link here:



WANdisco Amazon integration
Snowball ready to roll

WANdisco’s commercial platform for growth in the cloud storage market
has strengthened further with Fusion’s integration into Amazon Web
Services’ (AWS) Snowball solution.


AWS’s Snowball solution enables enterprises to migrate very large amounts of data
(terabytes/petabytes) into the cloud. The service is essentially a ruggedized,
portable S3 storage appliance rented to companies who connect the appliance
locally to their network and download data which is then transported and uploaded
to AWS’s cloud infrastructure. With the integration of Fusion, customers can
migrate live and static data without interruption, ensuring data consistency (ie
changes can be made to data during the migration process). The integration is not
completely new news, having been announced earlier in the year, but the service is
now being tested by Amazon and its customers, bringing forward another important
tier one channel for growth.
We believe that the immediate revenue potential for this integration is likely to be
more significant than for WANdisco’s other Amazon integrations (e.g hybrid data
lake), which are available on the AWS marketplace, as it is likely to get proactive
support from AWS’s sales team as a tool to facilitate Amazon’s land-grab for
enterprise data. This news follows last week’s release of Fusion 2.11 which offers
significant performance improvements (both to throughput and memory
requirements), seen as key to fully exploiting the very significant cloud storage
opportunity where very large amounts of data need to be replicated in real time. We
believe that these enhancements could be the catalyst for closing some good-sized
cloud deals. FY17 financial performance depends on the timing of large deals, but
beyond this, we maintain our view that WANdisco’s platform for delivering
significant, operationally geared upside to our estimates is strong.

[tickboo] 29/11/2017 09:58

Althought I'm peeved as I bought a fair few higher my average is £4.85 or so but I believe this has massive potential and next year should be profitable and double digits. If this goes much lower I'll sell some others I hold and put in here although I'd prefer not to as they may have some good news in the next couple of weeks and my record of moving money around isn't good!

Very confident in the medium and long term here so sitting tight for the mo.

[nimbo1] 29/11/2017 09:58

For some reason on wand I've been a bit of a headless chicken. on fdev I bought 2 big lots almost at the placing price. we live and learn

[panic investor] 29/11/2017 09:53

The same happened at fdev but that included a placing

[nimbo1] 29/11/2017 09:50

panic I have a buy order in for a few at 550. not triggered yet.

[nimbo1] 29/11/2017 09:48

bookbroker your full time job seems to be trolling threads when the going is rough and posting negative carp.

[tickboo] 29/11/2017 09:47

I believe the lack of a trading update in Oct spooked the market. They had 3 in the year and the Edison note stated the next update is expected in Jan. Poor to have 3 and not complete the year. Either have HY and FY or go with 4!

Jan 16th 2017 trading update released via RNS
April 24th 2017 trading update released via RNS
July 25th 2017 trading update released via RNS

WHERE IS OCTOBER'S!?

I think the Jan update should be positive and the IBM guy at the capital markets day said their pipeline was good etc. We'll see but this fall is massive! Hopefully bounce soon!

[bookbroker] 29/11/2017 09:43

Without being negative there are stacks of gaps to close from 230p passed at the beginning of 2017, this could be a major headwind in the event of weak updates going forward!

[nimbo1] 29/11/2017 09:28

Thanks, yes I’ve been buying more. Wish I’d held on until now obviously! panic selling is the last thing I’d do.

[panic investor] 29/11/2017 09:26

Hold on nimbo or if you can buy at around 540 - I have orders there too if I'm lucky https://twitter.com/4candlestrader/status/935173491971805184

[nimbo1] 29/11/2017 09:25

This is rediculous imo. And expensive!

[horneblower] 29/11/2017 09:20

Major chart support at 535p.

[vanadiumx] 29/11/2017 09:06

575 bid give or take 10p

[vanadiumx] 29/11/2017 09:05

And I'm going to call this as the bottom....

[vanadiumx] 28/11/2017 22:19

You make money by buying companies you believe in when their price is 'cheap'. I am munching away on this drop consistently. I strongly believe that each lower buy = more profit. So I am quite happy and relaxed here. It is like winding the catapult back. Been here before a few times and patience and consistency pays off with the right stories. This is one of those.

[tickboo] 28/11/2017 21:05

Of course they're not dead. Cash in bank so no dilution and a unique product in an ever growing market. Start making money and attracting big money. Also, penetrate the Chinese market, Alibaba OEM deal please ;) Would love to see 8.50 before YE.

[horneblower] 28/11/2017 20:59

They need sufficient sales to get traction.
No doubt it's a fine line.
I believe they are not dead...therefore they will bounce.
The bounce point looks like 550p but may be higher.
When they bounce it will be to at least 850p.

[tickboo] 28/11/2017 20:51

Bloody hope so Horneblower we need respite from this drop! More than confident in the medium and long term but even if my average is in the high £4s I still bought a fair few higher than here it's frustrating to see it drop so hard and fast. Some decent RNSs re the product and partnerships but we need some juicy contracts/revenue. Next update in Jan so hoping for some good news. Sure 18 will be profitable and attract some institutions.

[horneblower] 28/11/2017 20:30

Ach, I might as well post it here..

[horneblower] 28/11/2017 20:26

sorry, I missed out the important bit..

[horneblower] 28/11/2017 16:23

There's a chart here if anyone's interested.
It has fallen more than I expected and I now think it may have the capacity to go a tiny bit lower...but not much... before it hits the rising channel.

[panic investor] 28/11/2017 15:51

Looks like it wants that 539 major support after all - thought this morning would have solved thingshttps://twitter.com/4candlestrader/status/935173491971805184

[nimbo1] 28/11/2017 15:49

i even just bought another batch. if i do it enough i'm bound to get a few near the low (by the way i wouldn't do that in a share i don't believe in - wand is a 5yr winner in my pf - i hope!)

[tickboo] 28/11/2017 15:41

I'm holding too, this short term pain should only be that, short term. Hopefully the Jan update is a stonker, IBM will have hopefully converted some of the pipeline that was being talked about in the capital markets day and existing clients are taking additional products (backup etc).