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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 - 25 Apr 2013 11:32 - 192 of 716

2 x £200,000 buys just gone through. :-))

dreamcatcher - 25 Apr 2013 16:58 - 193 of 716

Panmure Gordon

25 April WANdisco


Delivering across the board
They are the new kids on the block, but WANdisco is doing it like a pro as
Maiden results are nicely ahead of expectations. WANdisco also signed its
first Big Data customer – an unnamed Tier 1 UK telecommunications
company – in our view a huge endorsement for the technology. Revenue grew
by 56% - and pleasingly WANdisco is not being proliferate – EBITDA and
cash are both better than we expected. To reflect these results and, of course
that 96% Q1 bookings data (announced 18 April), we increase our 2014E
bookings and revenue – and remind that we have yet to factor in Big Data
increases – these estimates reflect the ALM market. WANdisco is delivering
ahead of expectations but we are transfixed by that very nifty operational
pivot which saw it float as a single product entity and since become a wider
platform business with a horizontal technology base and three product areas
ALM, GIT and Big Data. There is also a very impressive channel ecosystem
being built up. From here sit back and watch WANdisco ‘mine’ that fresh
seam of Big Data sales opportunities. We retain our Buy increasing our
Target Price from 1038p to 1060p.




http://www.wandisco.com/get?f=documentation%2Fanalyst-reviews%2Fwandisco-flash-25-04-13.pdf

dreamcatcher - 25 Apr 2013 19:16 - 194 of 716



From the article below -
How long might the WANdisco dance go? Richards is clear: a $1 billion dollar revenue company. Pulling that off would be an astounding achievement and could potentially see the technology company talked about in the same way we gossip over Apple (AAPL:NDQ), Google, Amazon or Microsoft (MSFT:NDQ). Wouldn’t that be just brilliant for UK plc, and not half bad for WANdisco investors, you would presume.



from shares - WANdisco’s Big Data beat


WANdisco has risen more than four-fold since joining Aim last summer. We look at why the market is so excited:



Could we be witnessing the emergence of a truly giant UK technology company in WANdisco (WAND:AIM)? The answer to this question is one that investors should be pondering. For those not in-the-know, this is a company about always-on connectivity and the tools to eat through the exponential data we are spewing out by the second. It joined AIM last June at 180p – the shares currently change hands for 807p.

While it cut its teeth in innovation, supplying a collaboration software platform called Subversion that effectively allows engineering teams of big companies access to the same open source development systems and projects from anywhere in the world, this is today just one of its opportunities. Bigger still is ‘Big Data.’ Analysts at research organisation Wikibon reckoned in February that the Big Data market totalled $11.4 billion last year, beating its own forecast. That’s seems to be just scratching the surface since Wikibon sees the Big Data space being worth over $18 billion, and has compound average growth rates of 33% pencilled in for the next five years.

The Apache Hadoop open-source platform on which WANdisco’s Big Data prospects are built is the very one used by the world’s biggest data crunchers. It’s the engine that powers your Facebook (FB:NDQ) updates, drives Google (GOOG:NDQ) searches, allows Amazon (AMZN:NDQ) to match buyer to seller… the list goes on. So it’s hardly surprising that my eye is caught by WANdisco’s breakthrough Big Data deal today, flagged by me in Shares in January (read here). With a UK tier-1 telco apparently, gossip that it’s Vodafone (VOD) is pure speculation on my part. But whoever the client, it is a ringing endorsement of WANdisco’s technology, and its ambitions.

Chief executive and co-founder David Richards is a brilliant salesman. I don’t mean that in the bluster-merchant sort of way that some company bosses flagrantly try to puff up their share price. No, Richards is a builder, but if spending several years living and working in Silicon Valley has taught him anything, it’s that a chief executive must be able to capture the imagination of its proposed backers – customers, bankers, analysts, investors, the lot.

I’ll happily admit, Richards ‘had me’ from the first time I met him (something I would usually only say about my girlfriend) in September, and we’ve bumped into each other several times since at various market events. I’m fascinated every time I hear him tell the WANdisco story, particularly anecdotes about pregnant teenagers (the details of which I forget, but I have the gist), and I tried to pass this on to Shares readers in September (here, page 40).

But it’s early stage stuff, a point that must be remembered when you spin through the 2012 full-year figures. The business beat expectations on pretty much every KPI (key performance indicator). Equally strong first quarter KPIs (Q1 bookings +96%), posted last Thursday, provide a the firm footing to Richards’ upbeat steer on the future.

How long might the WANdisco dance go? Richards is clear: a $1 billion dollar revenue company. Pulling that off would be an astounding achievement and could potentially see the technology company talked about in the same way we gossip over Apple (AAPL:NDQ), Google, Amazon or Microsoft (MSFT:NDQ). Wouldn’t that be just brilliant for UK plc, and not half bad for WANdisco investors, you would presume.

dreamcatcher - 25 Apr 2013 20:26 - 195 of 716

David Richards ‏
@WANdisco FY2012 results today. Discussing them on Bloomberg TV at 7:30

http://www.bloomberg.com/video/wandisco-to-tap-50-billion-market-for-big-data-8pSblCzIQb~82g5GpGwzOA.html
------------------------------------------------------------------------------------------------

Hadoop will be the operating system for the data centre, says WANdisco



Sheffield-based data replication vendor says the big data framework will be the computing platform of tomorrow





Posted by Kane Fulton

on 25 April 2013

http://www.information-age.com/technology/information-management/123457005/hadoop-will-be-the-operating-system-for-the-data-centre--says-wandisco

dreamcatcher - 28 Apr 2013 21:45 - 196 of 716

As of Apr 26, 2013, the consensus forecast amongst 2 polled investment analysts covering Wandisco PLC advises investors to purchase equity in the company. This has been the consensus forecast since the sentiment of investment analysts improved on Feb 11, 2013. The previous consensus forecast advised that Wandisco PLC would outperform the market

dreamcatcher - 30 Apr 2013 15:19 - 197 of 716

WANdisco
Full-year results
Accelerated development


OEM relationships – potential to scale the business rapidly
WANdisco has thus far pursued a largely direct sales model leveraging both the internet channel and a direct sales force. The company is now engaged in negotiations with a number of major software and hardware vendors with a view to establishing OEM partner agreements, whereby the vendor will embed WANdisco’s technology into their own offering. We see the fruition of these agreements as the next major milestone for the company, serving as both a further validation of the strength of the proposition and opening up the potential for sales to scale much more rapidly.

Although it is not unusual for expectations and growth forecasts to run ahead of themselves at this stage of development, it seems evident that Hadoop will be one of the fastest-growing areas of technology investment globally. A February study by big data market analyst Wikibon sized the overall big data technology and services market at $11.4bn in 2012, up 58% on 2011, and expects a further 61% growth in 2013, before reaching $50bn in 2017 (31% CAGR 2012-2017).



http://www.edisoninvestmentresearch.com/researchreports/WAND_30042013_update.pdf

dreamcatcher - 01 May 2013 15:22 - 198 of 716

WANdisco
Update
30th April 2013


Better Than Expected ResultsWANdisco has announced full-year results which are better than our expectations. Serving to confirm the Big Data opportunity, the software company also announced the signing of its first Big Data customer, a Tier 1 UK telecoms operator with operations in Britain and around the world. We have taken this opportunity to amend our forecasts, but certainly see significant upside as the group continues to break into the lucrative Hadoop Big Data market, a market which is forecast to grow to $50b by 2017 (source: Wikibon). Accordingly, our stance remains speculative buy with a target price of 1,091p.





http://www.wandisco.com/get?f=documentation%2Fanalyst-reviews%2FWANdisco-30042013.pdf

dreamcatcher - 01 May 2013 16:25 - 199 of 716

WANdisco PLC (WAND:LSE) set a new high during today's trading session when it reached 850.00. Since the IPO on Jun 01, 2012, the share price is up 327.14%.

dreamcatcher - 02 May 2013 09:55 - 200 of 716

Ticking up now, up just over 3%

mitzy - 02 May 2013 10:20 - 201 of 716

Wow thats great.

dreamcatcher - 02 May 2013 10:28 - 202 of 716

WANdisco PLC (WAND:LSE) set a new high during today's trading session when it reached 890.00. Since the IPO on Jun 01, 2012, the share price is up 347.24%.

dreamcatcher - 02 May 2013 10:38 - 203 of 716

Thanks mitzy.

The market seems now to have got hold of what the future could be for this company. A few future orders and we could see £15 and who knows.

dreamcatcher - 02 May 2013 10:42 - 204 of 716

02 May 10:29 WANdisco Panmure Gordon Retains

mitzy - 02 May 2013 12:47 - 205 of 716

1000p soon no doubt.

dreamcatcher - 04 May 2013 14:15 - 206 of 716

In IC this week as a hold. Wandisco goes for growth. Shares in technology company have soared since last Junes Aim flotation at 180p.The groups prospects certainly do look impressive. So, despite the rapid growth in revenues Wandisco remains heavily
loss-making and broker Panmure Gordon expects pre-tax loss to rise to $8.27m in 2013, with an adjusted loss per share of 21.43c. Wandisco's offering is pitched at a big data market that Panmure Gordon says could be worth $23.8bn by 2016- so the groups long term growth potential is undeniably impressive. The brokers discounted cash-flow based valuation suggests a target price of 1,060p a share. However losses will persist for years to come and after nearly quadrupling since the IPO- the shares could well pause for breath.


In my view at this early stage no-one has any idea how fast new customers will sign up . Very difficult to predict the share price movement until a measure can be taken of the speed new customers are being signed up. Another important factor will be how quick the company turns round to a profit.

dreamcatcher - 07 May 2013 15:21 - 207 of 716

WANdisco PLC (WAND:LSE) set a new high during today's trading session when it reached 950.00. Since the IPO on Jun 01, 2012, the share price is up 377.39%.

dreamcatcher - 07 May 2013 15:27 - 208 of 716

Veteran innovator who has moved from Steel to Silicon


http://www.cityam.com/article/veteran-innovator-who-has-moved-steel-silicon

dreamcatcher - 08 May 2013 07:09 - 209 of 716


Board Transition

RNS


RNS Number : 1821E

WANdisco Plc

08 May 2013










8 May 2013

WANdisco plc



("WANdisco" or the "Company")



Board Transition



Nick Parker to step down as CFO

Paul Harrison, currently CFO of The Sage Group plc, appointed



Sheffield, UK - WANdisco (LSE: WAND), a provider of high-availability software for global enterprises to meet the challenges of Big Data and distributed software development, announces a change to its board of directors (the "Board").



Having joined WANdisco in November 2011, with the principal objective of securing the Company's highly successful Admission to AIM in June 2012, Nick Parker has informed the Company of his intention to step down from his role as Chief Financial Officer ("CFO") and from the Board now that the Admission to AIM, associated major fund raising and first set of annual results have all been successfully delivered.



With the significant balance of WANdisco's current sales generated in the US, and with future sales growth expected to be generated in markets outside of the UK, particularly in Asia, the Board has decided to take this opportunity to relocate the CFO role to its existing corporate office in California.



Accordingly, WANdisco is pleased to announce the appointment of Paul Harrison as the Company's new Chief Financial Officer.



Mr Harrison, who will be based in California, joins WANdisco from The Sage Group plc ("Sage"), a FTSE 100 company and leading global provider of business management software to small and medium sized companies. Mr Harrison joined Sage in 1997 from Price Waterhouse to become Group Financial Controller. He joined the Board of Sage in April 2000 as Chief Financial Officer. In May 2007, he was appointed to the Board of Hays plc as a Non-Executive Director and, in November 2011, became its Senior Independent non-executive director.



Mr Harrison's appointment will take effect from 1 September 2013. Ahead of that date, Mr Parker will remain in both his CFO and Board positions ensuring continuity in the management of WANdisco's financial affairs.



David Richards, WANdisco Chairman and Chief Executive Officer said:



"All of us at WANdisco, particularly the Board, wish to thank Nick for his major contribution to the Company. Nick's hard work throughout the IPO process has been nothing short of invaluable. With our IPO successfully completed, we now look to use this opportunity to create a more US-centric finance team. Nick leaves WANdisco in excellent financial health and we are very pleased to have appointed Paul Harrison to continue the work Nick has started. Paul has a wealth of experience within the technology sector and a leadership track record of excellence while at Sage."



Paul Harrison added:



"I am excited to be joining David and the team at WANdisco. With its patented technology providing unique functionality targeted at some very high growth markets, I believe that WANdisco is well placed to continue its exceptional growth. I look forward to playing my part on this journey, and to sharing my experience of Sage's own growth story over the last sixteen years."

mitzy - 08 May 2013 13:16 - 210 of 716

1000p next stop.

Stan - 08 May 2013 13:54 - 211 of 716

After your performance on the NEW thread Mitzy I'm surprised you've had the cheek to show your face on here again -):
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