Windward Share Discussion Threads

[hazl] 13/7/2023 15:36

Got a few earlier.

Good luck people.

H

[melloteam] 12/7/2023 12:52

Just to let shareholders and prospective investors know that Windward, FADEL, React plc and NASCIT will be presenting on the MelloMonday webinar at 5pm on Monday 17th July 2023.

5:00pm Mello welcome and keynote presentation by Fatima Iu of Polar Capital
5:30pm Company presentation by Windward
6:00pm Company presentation by FADEL
6:40pm Stephen Clapham presents Behind The Balance Sheet
7:00pm Company presentation by React plc
7:30pm Company presentation by NASCIT
8:10pm Research and Regulatory changes, Gareth Evans of Progressive
8:15pm Mello BASH

There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.


Register for FREE for our Trusts and Funds event the following day, Tuesday 18th July 2023 at 2pm.

The programme is as follows:

2.00 pm Keynote presentation from Edmund Shing
2.30 pm Company presentation from Ocean Dial
3.00 pm Andrew Latto presentation on the latest trends in IT&Fs
3.30 pm Company presentation from International Biotechnology Trust
4.00 pm Investment Trusts & Funds specialist panel session with Reg Hoare, Mark Bentley, Edmund Shing and Andrew Latto, hosted by Karin Schulte

For more information, click here:

To join for free, register for the webinar here:

[tole] 23/6/2023 17:26

https://masterinvestor.co.uk/equities/small-cap-catch-up-aston-martin-sandersonwindward-and-more/Windward (LON:WNWD) – Investors Now Becoming AwareAhead of this maritime predictive intelligence group holding its AGM on 9th May I had Profiled the loss-making AI-based domain awareness company's potential.I really like this little company and consider it to have significant prospects as it develops still further its products and systems.At the AGM former BP boss Lord Browne of Madingley, the group's Chairman, stated that:"Windward is now a recognised challenger to some of the more traditional data providers to the maritime industry, and we are confident that the Company's approach to the fusion of deep artificial intelligence capabilities with maritime expertise will continue to set Windward apart.Looking to the rest of the year, I am confident the Company's continued momentum and focused growth strategy leaves it well-placed to capitalise on the growing demand for data driven insights in the maritime industry, and the Board remains confident in a successful year ahead."I see the group's shares aiming to climb back up to the 220p High reached in January last year, but it obviously will need both a lot of time and a host of positive company news to do so.In the meantime, the group's shares, which have been trading up to 50p in the last few days, are currently back to an appealing 46p.

[castleford tiger] 26/4/2023 09:24

6 33.1 111111 O


35.0
40.0
17:15:00 111,111

16,836 230 2,335,390
15 33.1 222222 O


35.0
40.0
17:15:00 222,222

16,836 230 2,224,279
14 37.5 99945 O


35.0
40.0
17:15:00 99,945

16,836 230 2,002,057
13 33.1 400000 O


35.0
40.0
17:15:00 400,000

16,836 230 1,902,112
12 33.0 100000 O


35.0
40.0
17:15:00 100,000

16,836 230 1,502,112
11 33.106 400000 O


35.0
40.0
17:15:00 400,000

16,836 230 1,402,112
10 33.0 1000000 O


35.0
40.0
17:15:00 1,000,000

took a beating at 33p

[hastings] 26/4/2023 08:47

Big volume yesterday, seller cleared or thereabouts!

[tomps2] 17/4/2023 14:13

Windward (WNWD) Full Year 2022 results presentation - March 2023

Ami Daniel, CEO, Ofer Segev, CFO & Irit Singer, Chief Marketing Officer present full year results for the year ended 31 December 2022, delivering on growth strategy with a growing base of high-margin, recurring revenues.

Watch the video here:

or listen to the podcast here:

[supernumerary] 11/4/2023 20:14

I know, but why not 75% and at least 55%, or 65% and at least 65%, or anything, really?

[kaos3] 11/4/2023 20:07

my buy target is total equity valuation at 80 pc of the revenue with decreased development costs by at least 60 pc compared to the revenue
as
shell does not sign on just so, there must be something to it.

growth of 25 pc must also keep on going or even better increasing. as margins must expand. too low for software in the long term. also too many products for such a small revenue. why not better sell existing ones.

[supernumerary] 11/4/2023 20:00

Oh dear. But then the question arises, could it ever be worth the trouble? My doubt about the answer is why I'm still watching.

[supernumerary] 11/4/2023 19:32

Know what you mean - Source Bio was one I followed. PE -> listing -> quick rise on early enthusiasm -> a steep 2-year decline -> another takeout, for less than it was worth. Educational, but the only ways to make money were either to stag it at the outset, or short it when that turned. Of course that's with hindsight ;¬)

I don't know about this. There's a valid business, but recent easing of supply chains, in particular shipping rates and availability, perhaps means it's not so attractive? All these AIM minnows suffer from low liquidity, hence high spread, so only small positions are sensible - is it worth the trouble?

[castleford tiger] 11/4/2023 18:05

i have this terrible fear of IPO and Private Equity floats.
DOCS being my no 1 study at the moment.

Looking here how did they get a company that was loss making on sales of 20m usd away with a market cap of 145 million?

Then it was squeezed even higher.......but on what?

[papillon] 11/4/2023 17:19

Well at least the existing shareholders who sold shares in the December 2021 flotation did rather well! Not so the mugs who bought back then in the initial placing and still hold! 🤣
Still as the old saying goes ..... Every cloud has a silver lining! 🤣

[darrin1471] 11/4/2023 17:04

Gresham House according to the WNWD admission document held 5,806,452 (7.11%) shares on admission
(page 129)

Sitting on a nasty loss

Gresham House are shown on the WNWD website as having 7,806,452 (9.11%) as at 31/12/2022


2m extra shares but no holdings RNS?

[castleford tiger] 11/4/2023 14:26

i think many of those trades looked to be getting the tax loss and the year end.

35/40 is a tough spread.

tiger

[darrin1471] 06/4/2023 10:53

5m shares sold 30th to 4th most below 38p
Somebody has lost patience but somebody happy to buy at these levels.
No position, just watching.

[tole] 04/4/2023 12:21

https://masterinvestor.co.uk/equities/windward-ltd-artificial-presents-real-advantages/

[simon gordon] 27/3/2023 16:02

I watched a Vox Markets discussion with a Gresham House investment manager and he flagged WNWD. What he didn't mention is that forecasts have been scaled back and that is the reason why the share is in the toilet.

Turnover
-2023: 25.6m from 29.3m
-2024: 30.7m from 38.1m

"The elevated churn and contract deferrals among emerging market government customers have led to a reset in forecasts."

-From the house broker March 2023.

They hope to be break even in 2024 with $10m left in the bank down from $22m.

[supernumerary] 24/1/2023 17:10

TU sounds reasonably positive, but no interest here for anything. Will need something dramatic to wake it up.

[darrin1471] 24/1/2023 15:44

It was announced 12 days ago in the TU and nobody thought it worth commenting on then.
Not financially significant?
Price continues to drift downwards.

"seeking to become cashflow positive and reach EBITDA breakeven earlier than as previously stated in 2024"
Would be a significant milestone.

[supernumerary] 24/1/2023 15:28

I note this in the TU: 'Windward is pleased to announce a three-year enterprise contract win, signed in late 2022, with one of the world's largest publicly traded international oil and gas companies.'

Seems significant - anyone know why it wasn't announced at the time of signature?

[tomps2] 08/9/2022 13:17

Windward Ltd (WNWD) interim results August 2022

CEO and Co-Founder, Ami Daniel, CFO, Ofer Segev and Irit Singer, CMO present financial results for the six months ended 30 June 2022.

Watch the video here:

Or listen to the podcast here: