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WANdisco (WAND)     

dreamcatcher - 07 Jul 2012 23:31




WANdisco stands for Wide Area Network Distributed Computing, and we make software happen.

This is because our technology is the secret ingredient behind the products that you use every day – from mobile phones to machinery. We are an active member of the community that develops the world’s most popular Source Code product: Subversion, and our technology is used by half of the world’s software developers.

Our customers include a host of Fortune 1000 companies such as Hewlett Packard, Intel, John Deere, European Southern Observatory, Barclays Capital, Walmart, GE and Cisco.

How it works

With our patented technology, software developers in distributed locations can work simultaneously, creating a seamless global network. Users at every site where WANdisco is installed have local access to the same data at all times, which means that they can make changes locally and see each other’s changes immediately.

We are proud to have a 98% customer renewal rate – which is driven by compelling ROI data: a recent study from Forrester Research has shown that our Subversion MultiSite offers a 167% return on investment with a nine-month payback period.

The company

Co-founded in 2005 by David Richards, Jim Campigli and Dr Yeturu Aahlad, WANdisco has dual headquarters in Silicon Valley and Sheffield, England. WANdisco grew, without raising any private equity, venture capital or angel finance to become a leading provider of global collaboration software to the software development industry.

On June 1st, 2012 the company had a highly successful IPO on the London Stock Exchange raising over $24 million. The IPO was oversubscribed by over 300% and the list of investors included Fidelity, Legal & General, Blackrock, Artemis, Hargreave Hale, Cazenove, M&G, Octopus and Standard Life. WANdisco's ticker is WAND.L


http://www.wandisco.com/




Chart.aspx?Provider=EODIntra&Code=WAND&SChart.aspx?Provider=EODIntra&Code=WAND&S

dreamcatcher - 08 Feb 2013 17:56 - 129 of 716

The share has now 4 bagged for me, I have pulled my own money out. Well happy for this to run.

dreamcatcher - 08 Feb 2013 19:32 - 130 of 716

Back in January I asked if a 2014 PE of 103 was a tad excessive. Well at 735p the shares now trade on a 2014 PE of 153, falling to 49. The bear case is that we have yet to see proof of commercialisation, that tech is a fast moving area and so one cannot extrapolate revenue growth of 30-50% ad infinitum.

The bull case is that with gross margins of 98%, if sales growth is maintained at the 3-50% rate then by 2016 earnings could well be 30p ( PE down to 25) and falling. The second bull point is that this is just the sort of company that a firm like Oracle would buy at which point conventional valuation metrics go out of the window.

So let’s be prudent. The gains for those who followed my initial tip are now just under 50% which in a month and two days is not bad. I would suggest selling two thirds of your holding to lock in some of those gains but leave the rest “on the table”. Essentially you will then get a free ride on what could still be an explosive growth story.



http://tradingresearchpoint.co.uk/2013/02/08/wandisco-product-launch-use-euphoria-to-top-slice/

dreamcatcher - 11 Feb 2013 09:56 - 131 of 716

Seem to be on the move again.

dreamcatcher - 11 Feb 2013 11:05 - 132 of 716

up 7%

dreamcatcher - 11 Feb 2013 14:45 - 133 of 716




WANdisco Joins Fusion-io Technology Alliance Program


San Ramon, CA – February 11, 2013 - WANdisco (LSE: WAND), a provider of high-availability software for global enterprises to meet the challenges of Big Data and distributed software, announced that it has become a member of the Fusion-io Technology Alliance Program (TAP). The program focuses on working with leaders in strategic market segments to deliver proven solutions, access to resources, and expertise to enhance the value of technology offerings.

“The Fusion-io Technology Alliance Program enables us to work with innovative companies to provide powerful solutions that maximize ROI for customers by integrating Fusion-io reliability and performance to the unique value added by our TAP members,” said Tyler Smith, Fusion-io vice president of alliances. “With rapid growth in big data demands around the world, customers require proven solutions and expertise that deliver Hadoop availability with no downtime or data loss. WANdisco is a valuable addition to our Technology Alliance Program as we work together to fulfill the market demand for innovative and proven big data solutions.”

By applying WANdisco’s patented active-active replication technology to Hadoop, enterprises can put truly effective business continuity strategies in place by having globally distributed data synchronized in real-time. WANdisco’s technology is the only solution to provide 100 percent uptime with unbeatable performance and scalability by providing multiple active NameNodes in a single cluster, and it works over both Wide Area Networks (WANs) spanning multiple servers thousands of miles apart, as well as over Local Area Networks (LANs). This provides enterprises with non-stop availability and addresses planned outages by allowing administrators to take servers offline for maintenance without interrupting user access. Adding proven Fusion-io performance to the WANdisco architecture provides an ideal solution for rapidly extracting actionable information from Hadoop while ensuring utmost reliability across big data architectures.

“The complexity of big data makes it compelling to aggregate the expertise of leaders in innovation, underscoring the value of partnership programs like the Fusion-io Technology Alliance Program in developing ideal solutions for enterprise customers,” said Mark Schreiber, vice president of business development for WANdisco. “WANdisco addresses the crucial non-stop availability and performance issues related to Hadoop to ensure enterprises can quickly begin to benefit from their big data. The combination of WANdisco and Fusion-io is compelling for any enterprise deploying Hadoop.”

dreamcatcher - 11 Feb 2013 16:00 - 134 of 716

Buying at £8 got to give a yehaaaaaaaaa

dreamcatcher - 12 Feb 2013 15:44 - 135 of 716

Seem to be on the move again.

3 monkies - 12 Feb 2013 15:45 - 136 of 716

Unbelievable dc good for you.

dreamcatcher - 12 Feb 2013 16:56 - 137 of 716

Closed up 3.16% +25p

mitzy - 12 Feb 2013 19:09 - 138 of 716

Well done for those believe in the share.

Chart.aspx?Provider=EODIntra&Code=WAND&S

dreamcatcher - 12 Feb 2013 19:57 - 139 of 716

Have you any of these mitzy?

dreamcatcher - 12 Feb 2013 20:02 - 140 of 716

An incredible amount of news put out by the company this year and the pace the executives are moving at is unbelievable. I have even seen the company site updated on a Sunday.

Feb 11, 2013

WANdisco Teams with Fusion-io to Advance Enterprise Adoption of Apache Hadoop


Feb 8, 2013

WANdisco Launches World’s First Production-Ready Apache Hadoop 2 Distribution for Big Data


Jan 30, 2013

WANdisco Joins Hortonworks’ Technology Partner Program


Jan 29, 2013

WANdisco Announces Issuance of Patent for Distributed Computing Systems Covering Active-Active Data...


Jan 23, 2013

WANdisco Appoints Mark Schreiber Vice President of Business Development


Jan 22, 2013

WANdisco Announces China Wholly Foreign Owned Enterprise


Jan 21, 2013

WANdisco Teams with Cloudera to Accelerate Adoption of Apache Hadoop-based Business Solutions


Jan 16, 2013

Q4 2012 Bookings Update


Jan 10, 2013

WANdisco Announces Appointment of Veteran Apache Hadoop Developer, Dr. Konstantin Boudnik

dreamcatcher - 12 Feb 2013 20:09 - 141 of 716

As at today the company is a £94m cap company. David Richards ceo of the company has stated he would like it to be a $1billion cap company.

mitzy - 12 Feb 2013 20:30 - 142 of 716

Not me dc I hold Nano though and hoping for a similar performance.

dreamcatcher - 12 Feb 2013 20:35 - 143 of 716

You have picked another very good company mitzy. I see they are now up 154.9 % since shares mag tipped them in March 2012 at 66.1p. (the figures are from last weeks sm)

3 monkies - 13 Feb 2013 15:49 - 145 of 716

There is no stopping this one, well done yet again.

dreamcatcher - 13 Feb 2013 15:51 - 146 of 716

Thank you 3m.

dreamcatcher - 19 Feb 2013 17:41 - 147 of 716

WANdisco Announces Hadoop Console for Simplified Enterprise Hadoop Deployment and Management -San Ramon, CA – February 19, 2013


http://www.wandisco.com/news/press-releases/wandisco-announces-hadoop-console-for-enterprise-hadoop-deployment-and-management

dreamcatcher - 20 Feb 2013 15:40 - 148 of 716

Big buying volume for Disco today, suggests more news.
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