Member Info for Retireby40

Edison update - Interesting they’re predicting an EBITDA OF (4.2) given the cash burn in H1 was only $600,000. Maybe on advice of the CEO who now realises it’s better to exceed expectations than hype it up and miss targets. WANdisco’s trading update confirms the positive start to the year, with bookings ($10.2m, + 73% y-o-y) and cash burn ($0.6m) significantly better than the run rate implied by our FY estimates. We believe that positive momentum should continue into H2 both financially and from a strategic perspective, with the addition of other tier one strategic partners being a key milestone to look for. Year end Rev EBITDA PBT EPS Net cash EV/sales 12/15 11.0 (16.0) (26.4) (87.7) 2.6 27.3 12/16 11.4 (7.5) (16.4) (46.9) 7.6 25.9 12/17e 15.7 (4.2) (13.4) (34.0) 4.2 19.1 12/18e 21.6 (0.6) (10.2) (25.1) 8.4 13.9

Yep good to see they'll take a decent number of shares for above the ask.

Yeah I did that earlier before my massive 65 shares bought! I predict double figures by year end which is about another 50% increase from here and we've had over that since April time. Strong financial footing with the balance sheet and as Mcfly on advfn points out - Very pleasing update. Edison had a cash burn of $3.4m for the year in their last note which now looks far too pessimistic. They also forecast big data bookings of $11m for the year and the company has delivered $7m in H1 alone.

Yep, fair point.I just bought 65 (to round up my total) and paid £6.70 but put a dummy sell through and was offered a fraction more- £6.70.225 for 3,000. They could increase the bid and should!

I'm a little surprised there hasn't been more buying to be honest. I thought there may have been zero cash burn but $600,000 isn't a great deal and is better than the last update which included an R&D rebate. I'm sure the interim's will provide us more detail but here's hoping for more contract wins and EBITDA positive H2. No dilution and a strong balance sheet is great. Keep the big wins going, the market opportunity is massive! "We continue to see significant traction with Fusion through our OEM with IBM and channel partnerships with Oracle and Amazon, all underpinning our confidence in the second half of 2017."

Launched WANdisco Fusion 2.10, extending capabilities to Network File System ("NFS") devices which expands the Group's addressable market by in excess of $1 billion per annum -- Strong Fusion orders across multiple verticals and solid sales pipeline continue to underpin medium term growth expectations

Got to be a key statement here - "The combination of strong bookings, good cash collection and tight cost controls delivered in the period significantly reduced our cash burn to a modest $600k. This, combined with the new bank facility now in place, means we have the capital available to fund our future growth without further dilution, and the working capital to fuel sales momentum."

Interim in 2 weeks with more meat

-- Big Data bookings secured for WANdisco Fusion ("Fusion") up 173% to $7.0 million (H1 2016: $2.6 million) -- Source Code Management bookings of $3.2 million (H1 2016: $3.3 million) -- Cash on balance sheet of $9.9 million, inclusive of $3.0 million from new growth capital facility -- Cash burn (before borrowings on above-mentioned facility of $3.0 million) reduced to $600k in H1 2017 (H1 2016: $5.3 million) due to increased bookings and cash collections alongside significant reduction in cash overheads Key operational highlights -- Launched WANdisco Fusion 2.10, extending capabilities to Network File System ("NFS") devices which expands the Group's addressable market by in excess of $1 billion per annum -- Strong Fusion orders across multiple verticals and solid sales pipeline continue to underpin medium term growth expectations -- Significant contract wins for Fusion in the period include: o Record $4.1 million contract with a major financial services multinational o First contract in retail with $2.0 million order from major retailer o $650k order with US Healthcare corporation - Fusion's first win in healthcare -- Announced a new $5.0 million term loan facility with Silicon Valley Bank, with an additional $3.0m revolving credit facility -- Fusion has adopted Oracle's Maximum Availability Architecture, increasing potential to add significant sales momentum to the existing channel partnership David Richards, Chief Executive Officer and Interim Chairman of WANdisco, commented: "The acceleration of bookings in the first half is a key highlight for the Group. We have seen a significant increase in demand for Fusion across a number of key verticals, further demonstrating the broad appeal and requirement for our applications. From financial services to automotive, and more recently healthcare and retail, Fusion continues to establish itself as the only solution capable of enabling organisations to seamlessly move large volumes of critical data without any downtime or service disruption. "The combination of strong bookings, good cash collection and tight cost controls delivered in the period significantly reduced our cash burn to a modest $600k. This, combined with the new bank facility now in place, means we have the capital available to fund our future growth without further dilution, and the working capital to fuel sales momentum. "We continue to see significant traction with Fusion through our OEM with IBM and channel partnerships with Oracle and Amazon, all underpinning our confidence in the second half of 2017."

WANdisco Plc Trading Update Source: UK Regulatory (RNS & others) TIDMWAND RNS Number : 9427L WANdisco Plc 25 July 2017 25 July 2017 WANdisco plc ("WANdisco," the "Company" or the "Group") Trading Update - Record H1 bookings of $10.2 million, up 73% vs H1 2016

Think once they see there's no cash burn (as well As cash in the bank and a credit facility so no dilution); existing clients buying different product (storage as well as moving data) and more chunky blue chip clients won it'll move swiftly.

chas, I'm not sure how much the recent uplift is already priced into decent interim's and EBITDA positive for the first time. That said I've been buying from £4 to a recent buy at £6.49 but am expecting with more contract wins and if no cash burn in H2 I can see this being at least 50% higher than where we are now. There is a long way to go, no-one can replicate (ha) their product and the market size is only going one way, massive potential! From what I've read, the chart looks great too and when this moves it moves quickly. There should be more buying next week and the lead up to the interim's so let's hope we can push through £7 beforehand.

Is looking good (according to some on Advfn!). Any technical dudes on beret. Seems ready to go a fair whack higher though.

And cross-selling opportunities to existing clients. Interim should read well.

I did so a week ago at £6.49 and bought some more last week at £6.15,oh well on the timing but my average is £4.66 so not too shabby. Al long way for this to go with the cross-selling potential and obviously chunky contacts in some of the markets already penetrated. The question is how good will the interim report and has the market already priced in a strong performance?

WANdisco (LSE: WAND), the world leader in Active Data Replication™, is pleased to announce several strategic customers have begun beta testing WANdisco Fusion's new Backup functionality as part of their existing contract with WANdisco. WANdisco Fusion for Backup features improved functionality for customers including: No backup-dedicated storage: WANdisco Fusion for Backup, unlike other solutions, does not require dedicated hardware leading to greater cost savings and ROI No scheduled backup period: Changes to data are recorded wherever they occur with automatic recovery in case of an outage from any point in time Opt-in backup: An administrator can select subsets of content for backup to minimize costs Low overhead: Adding backup capabilities to a specific location imposes no additional overhead on regular Fusion operations for the source system Cross-target backups: Users can back up content to other Fusion supported environments, including from on-premises to cloud object storage such as Amazon S3 or Glacier No administrator overhead: No additional time for maintenance is required once backup functionality has been enabled Co-existence: Fusion Backup works with regular Fusion continuous active-active replication Other leading market solutions for backup need: Dedicated hardware for backup: Other solutions need dedicated resources for backup with no option of running analytics on data on these clusters Scheduled backups: Other solutions require scheduled backups which either take a manual copy of the file system using DistCp or HDFS snapshots. Neither solution matches the functionality of active-active replication which enables continuous backup. David Richards, Chief Executive Officer and Co-founder of WANdisco, commented: "The rapid growth of mission-critical applications means companies cannot afford the risk of downtime and data loss. WANdisco Fusion continues to be the only solution available which can guarantee zero RTO in the event of an outage across multiple locations using our patented active data replication technology."

Wow, what a case study this will make and surely help penetrate other healthcare organisations and not just in the US. "What is also particularly pleasing is that to secure a contract with a healthcare business, where downtime and disruption to critical patient data is not an option, is further validation of not only our technology, but also our ability to manage unprecedented volumes of active, transactional data."

Thanks to hazl on advfn - https://issuu.com/hexagondesign/docs/business_eye_march_april_2017 Page 66 - Great examples re massive companies having significant outages which is costly and further demonstrates the massive market and opportunity here. It'd be great to surpass £6 and continue the momentum.

I think we all know we've been impeded by the lack of gas sales that could yield $3m/month, that would be transformational and would also enable gas reserves to be booked. The accession to the EU Energy Community means this will eventually happen but is a process. The good news is that on Thursday a 33 page document was uploaded to the MoE website and it details athe setting up of commission which is tasked to open up the utilities (electricity, gas, water) markets to ensure they're competitive and without monopoly. Document can be found below. http://www.energy.gov.ge/documents%20mediacenter.php?lang=geo I've copied and pasted various bits below. 2. The purpose of the law is to: A) on the basis of the development of competition and regulating the existing non-competitive market Provide mechanisms for water supply, electricity and water supply in Georgia Natural gas markets and tariff systems and water supply. B)and create all categories of customers for stable electricity supply, natural gas Legal basis for supplying and supply of drinking water; C) Promote local and foreign investments to attract electricity Rehabilitation and development of gas and water supply sectors; D) Promote hydropower, other renewable, alternative and natural gas Advantages of local resources. 3. The task of the law is: A) to impose on the energy sector of the Ministry of Energy of Georgia, Electricity and Natural Gas, Key to State Policy Developing directions, ensuring their implementation, and regulatory framework Create and receive; B) Determine the production, transmission, dispatch, distribution, import of electricity And export, natural gas supply, import, export, transportation and distribution, As well as the basic principles of regulating the customer's activities and relationships are publicity And on the basis of equality and for this purpose the energy sector regulator Legal basis for the establishment of an independent system; C) promote electricity generation, transmission, dispatch, distribution, import, Export and consumption, natural gas supply, import, export, transportation, Increase efficiency of distribution and consumption; D) ensure the development of Georgia's electricity and natural gas Markets; E) provide electricity and natural gas markets and tariffs Establish systems and set up a legal basis for tariff regulation Which will protect customers from monopolistic tariffs and at the same time will help Long-term financial sustainability and development of energy sector; F) to impose the Georgian National Energy and Water Supply Regulatory Commission And on the basis of equality and for this purpose the energy sector regulator Legal basis for the establishment of an independent system; C) promote electricity generation, transmission, dispatch, distribution, import, Export and consumption, natural gas supply, import, export, transportation, Increase efficiency of distribution and consumption; D) en

Seem pretty keen to take this higher on small value buys. I don't have any funds available to buy more. I hold other shares but am not going to sell to buy here as I'm hoping they'll start to do better in the next few weeks. Anyway, holding here for the long term.