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Here some more input the the opportunity we are facing:
Short term Market Cap:
I think to consider is the past 2 years historic market cap. Before it went to £680M and got suspended the market cap was between £200M - £400M. The prospect hasnt changed and we should see quick £2-£3 as SP.
Link to historic MCAP: https://disfold.com/company/wandisco-plc/marketcap/
Longterm prospect:
As well this article back from April 2023, to investors from Alphyn Capital Management (successfully investment advisory company in New York) well described the capability and market value of WANdisco:
https://www.alphyncap.com/uploads/1/4/1/2/14123551/acml_2023-q1.pdf
With the company’s strategy of “elephant hunting” going after fewer large accounts, it does not need to build out a large salesforce. All this meant that, once revenues ramped, the company would have minimal incremental costs and substantial cashflows. I had modeled that at $100m in revenue, the company would generate approx. $40m in net income, while $300m in revenue would render $170m, presenting a significant upside on a $250m market capitalization company.
Stephen was on the founding team at high growth Chordiant, which grew from zero to $70 million revenues in 4 years, became a fintech market leader with 12 of the top 20 global retail banks standardizing on the Chordiant enterprise platform and listed in a $2 billion IPO on Nasdaq in 2000.
Stephen led the rapid and successful transformations to profitable growth at both Micro Focus and Sage while enhancing customer advocacy & market leadership. Micro Focus tripled its revenues to over half a billion dollars in 3 years with EBITDA moving from 20% to 43% and was the top performing FTSE stock with 7-fold stock increase in 4 years. Sage cloud revenues went from near-zero to over $500 million ARR in 3 years and stock price doubled for Sage to become one of the UK’s few tech companies valued at over $10 billion.
That was my top up
Buys overtaking next minutes sales - this will kick off big times
He means you
when trolls and shorters arrive and make so much noise you know you hit the jackpot. they have no idea how this industry work and talk rubbish the whole day … love to read the **** they talk about to ask how dawn stupid they are
Load further up today / nice price level. 150 than 200 soon incoming
This is a company in build out. Blueprism (It Robitics) was taken private for 1.2B and made zero profit. Its about the future potential when the market is build out. This company will be billion worth. So a 200-400M mcap is a typical range at this stage.
You need to look mcap not SP !
200-400m mcap is correct - £2-£3
Clearly you have no idea of this industry
Shortterm Market Cap:
I think to consider is the past 2 years historic market cap. Before it went to £680M and got suspended the market cap was between £200M - £400M. The prospect hasnt changed and we should see quick £2-£3 as SP.
Link to historic MCAP: https://disfold.com/company/wandisco-plc/marketcap/
Longterm prospect:
As well this article back from April 2023, to investors from Alphyn Capital Management (successfully investment advisory company in New York) well described the capability and market value of WANdisco:
https://www.alphyncap.com/uploads/1/4/1/2/14123551/acml_2023-q1.pdf
With the company’s strategy of “elephant hunting” going after fewer large accounts, it does not need to build out a large salesforce. All this meant that, once revenues ramped, the company would have minimal incremental costs and substantial cashflows. I had modeled that at $100m in revenue, the company would generate approx. $40m in net income, while $300m in revenue would render $170m, presenting a significant upside on a $250m market capitalization company.
Compare other SaaS type of companies a PE multiple of 50 is extremely conservative (Salesforce is at ~600 PE) would make the marketcap at 300M$ revenue approx 8.5B USD or x60 of todays Marketcap. At PE of 100 it would be 17B USD or x120 of todays Marketcap. So the upside is extremely significant mentioned in the Analyst article.
The mcap was 200-400M for years without any bug deals. No one speak about the latest mcap of 1B as rerate target. It will easy go back to where it was for years.
Special now with new top CEO in charge
Good consolidation happen here
Yes like yesterday. Also large orders get full-filled around 120P.
Would assume from US
Https://youtu.be/N2ZCv5kSdWo
Here is the Video
Https://youtu.be/N2ZCv5kSdWo
Great analysis from Steve - dont miss out here , we have a ling way still to go
Load up in the morning like today and we see 150-200P tomorrow.
I assume we have seen Friday many trader selling out. Today we started fresh … many news came out today too.
Including this great Video about Wandisco:
https://youtu.be/N2ZCv5kSdWo
Have a watch / opportunity is here massive. Special the secondary listing on Nasdaq move the mcap easy over 1B USD
And US just wake up … lets see what our Major Holder is doing ? Maybe adding more?!