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"The Company continues to endeavour to share with investors news of new contracts and renewals, including those of smaller sizes, in order to communicate the ongoing progress being made in re-engaging with current and prospective customers and positioning WANdisco for long-term growth and success." RNS 10th July
Walkley, those are fair comments but logically, given how recently they were made, Kelly is either delusional or completely aware of a level of bookings just not apparent from the current level of RNS's.
I suspect, and I think the market will agree, that Kelly is aware of a range of deals going on behind the scenes for which the RNS's merely pointed to something coming through rather than the full size of the deals. Take the Ford one for example - I just cannot believe there was not more to come off the back of that one.
Also, now the dust has settled after the rights, and things are financially normalising again and buyers of the Group's services are going ahead again with things, I thoroughly expect bookings to materially increase. I would not expect every single thing to be advised by RNS, some deals will surely have commercial parts to them that are commercially sensitive, and cannot be spelt out so widely.
Shareholders then should expect some news in this regard, but each RNS on a booking win represents, in my view, like the top of the proverbial iceberg, a much bigger potential deal underneath. The H2 bookings should confirm this view.
On 11 September stated: "H2 2023 Bookings are expected to be in the range of $4.3m to $6.0m." When the bookings come they will have to be spectacular as only $600k have been announced to date this half.
6 shares bought at 77.8p? I'll not waste any more of my time trying to work that one out. RNS'S of new contracts slow in coming but feels like something simmering.
Apologies - slight typo - the next update is due at the beginning of November.
Https://www.euclidean.com/
Found this thread funny as Clark BP own these guys.
Fascinating watching these little trades going through as the marketmakers attempt to manipulate the price for the lowest outlay. What other stock goes up and down in response to such small trades?
Separately, Friday evening's RNS makes me wonder how many other late RNS's will be advised? Also who were Clark buying on behalf of or was it in connection with Vestoo?
Questions, questions, in an increasingly illiquid market......with October's update coming shortly.....
At they are in the US they are not obliged to report until they reach 5%
Possibly they have just updated WAND of their current position and WAND
released a RNS.
The completion date shows as 21/08/2023 for further confusion and also 'Previous position' shows as NIA but I assume they're the same as Clark BP who hold / held 3,168,567 (2.76%). It would be good if people could get the basics right.
Agree and needs clarification if incorrect.
Surely that date has to be a mistake.
I think it should have been 21/9/23 not 21/7/23
Https://polaris.brighterir.com/public/wandisco/news/rns_widget/story/rnoopkw
The threshold crossed date is 21st July.
I wonder if they wrote off the shares when they were suspended, which
is why the position says closed. Anyway they are on board now with a decent holding.
Look forward to next week, I will flag it up before the market opens on Monday
as unless you set alerts many will have missed it!
GLA!
Sorry forgot to post link
https://whalewisdom.com/filer/clark-estates-inc-ny
The timing (date in July)leads me to think they took part in the fundraise
This shows they sold up 1.4m shares in or around June. Either way they are back in 3x the shares and more shares in stick hands means lower free float
I agree,something doesn't add up,hope we continue onwars and upwards next week
@dafad
They closed out 1,407,256
But today's RNS is 4,575,823 so I presume they bought back in?
4,575,823
For transparency saw something earlier whuch showed they had sold out of wand-but cannot find it now
Er No !!
WAND can only report to the market when they are informed... It is most likely
a typo but if not nothing to do with WAND....As you know, my day trader poster!!
Just checked
Great to have them in but poor that they’re so behind.
HH
Good spot, it must be a typo, I will contact the Nomad Monday morning to
point it out and hopefully they will issue a revised RNS on Monday...
Presumably we will soon be hearing from Vestigo Ventures in Massachusetts…
So, we have confirmation of a US buyer!
And it maybe on behalf of MongoDB as discussed earlier!
Very interesting times…….