Wynyard Group capital raising?

[PennyPicker]

Moosies right - traders getting bored and moving their money out...
Curious, wasn't it apparent WYN is something more long term. What did the traders think was going to happen?!?

[Nigel]

Traders moving out presents a chance to accumulate for longer-term investors. Milford buying is always (well, usually) good for confidence. For someone wanting a 'minor' investment, probably best waiting for signs of an upturn before buying in.

[baller18]

nice little traction for wyn, finally...

[Nigel]

nice little traction for wyn, finally...

Nice new website - www.wynyardgroup.com

(Well, new since last time I looked anyway. I like the new brand and layout).

[Scottman]

The videos they have on youtube are dam interesting on how some of their software works.

[traderade]

New announcement: https://www.nzx.com/companies/WYN/announcements/243963

Been snooping around the forums for a while now (following the surges of XRO and PEB with great interest) and this is my first post. WYN has been on my watchlist since the beginning. Can someone with a bit more insight/experience than me provide comment on this? I.e. does this change the outlook for this company? This seems to be their first bit of news for a while.

[Snow Leopard]

New announcement: https://www.nzx.com/companies/WYN/announcements/243963

Been snooping around the forums for a while now (following the surges of XRO and PEB with great interest) and this is my first post. WYN has been on my watchlist since the beginning. Can someone with a bit more insight/experience than me provide comment on this? I.e. does this change the outlook for this company? This seems to be their first bit of news for a while.

Welcome traderade, it is good that you have stopped Snoopying and started posting.

I hold a few WYN shares in the speculative portfolio (i.e. very high risk of losing a lot of money on any individual stock).
I guess this suggests that this does represent bringing the growth curve of the company forward and that by whatever metrics you use to value the company that value should rise.

Best Wishes
Paper Tiger

[Scottman]

Thanks for bringing that to our attention traderade. Yes indeed that's great news. Things are obviously progressing very well. I was wondering about lack of news lately but said to myself only yesterday that they are working hard and the good news will come in due course with patience. Disc. Holding.

[Harvey Specter]

Thanks for bringing that to our attention traderade. Yes indeed that's great news. Things are obviously progressing very well. I was wondering about lack of news lately but said to myself only yesterday that they are working hard and the good news will come in due course with patience. Disc. Holding.You can follow their CEO on Twitter. He seems to be getting around doing business.

It should be seen as positive as it means that their sales program is going well and ahead of schedule. This was tappered by the fact it wont flow into this years results (guidance re-affirmed) which then puts it back were it was = what are the chances that it can grow sales.

Edit: lets put it this way; I am alot happier with WYN market cap compared to GEO.

[Scottman]

Thanks Harvey. I'm looking forward to watching this well respected company grow into a truly global business. I'm in awe at the calibre of people they have on board and wish Craig Richardson & his team all the best.

[bmrm]

Nonetheless not having a great day today...

[baller18]

Nonetheless not having a great day today...

too illiquid, one seller can bring the SP down in a matter of seconds...

[robbo24]

too illiquid, one seller can bring the SP down in a matter of seconds...

There's many red arrows on the NZX today... There didn't seem to be anything overtly to blame on Wynyard today...

[Scottman]

There was a small article in our local paper this week and I guess it may have been in the national papers as well that had the headline "Wynyard Loss Widens" I felt that was a bit unjustified as they are ramping things up a notch or two and have expended a bit more to do that in this years budget.

"Wynyard’s board has approved an additional expenditure of $1 million to $1.5 million in new business development initiatives in 2013. Wynyard will bring forward recruitment of new sales and professional services staff to manage next year’s growing sales pipeline in Australia, Asia, United States and the United Kingdom.

[robbo24]

There was a small article in our local paper this week and I guess it may have been in the national papers as well that had the headline "Wynyard Loss Widens" I felt that was a bit unjustified as they are ramping things up a notch or two and have expended a bit more to do that in this years budget.

"Wynyard’s board has approved an additional expenditure of $1 million to $1.5 million in new business development initiatives in 2013. Wynyard will bring forward recruitment of new sales and professional services staff to manage next year’s growing sales pipeline in Australia, Asia, United States and the United Kingdom.

If I'm not mistaken the headline should have been "WYNYARD REVENUE AND LOSS FORECASTS ACCURATE EXCEPT FOR BRINGING GOOD STUFF FORWARD"

[couta1]

Oh dear check out today's price, buying op for someone out other?

[baller18]

GENERAL: WYN: Galadari Brothers adopts Wynyard risk solution
WYN
26/11/2013 08:30
GENERAL

REL: 0830 HRS Wynyard Group Limited

GENERAL: WYN: Galadari Brothers adopts Wynyard risk solution

Wynyard Group sees momentum in the Middle East with latest UAE win
Galadari Brothers adopts Wynyard risk solution

UAE and AUCKLAND, 25 November 2013 - Wynyard Group (NZX:WYN), a leading
provider of threat assessment and advanced crime analytics software announced
a new client partnership with Galadari Brothers - a leading UAE business
conglomerate with growing business interests in the Gulf Cooperation Council,
Asia and Australia.

The Galadari Brothers Group of Companies, which operates in sectors including
retail, automobiles, heavy equipment, industrial trading, media, engineering,
hospitality and real estate, has selected Wynyard software to manage audit,
risk and compliance.

Building on Wynyard's fast-growing Middle East customer-base, the deal
follows a number of other recent wins for Wynyard among local businesses
attracted by Wynyard's commitment to understanding their challenges and
ability to rapidly deliver modular, easy-to-use solutions.

Group Internal Audit Head at Galadari Brothers, Ghassan Khair, said that
internal audit management is becoming increasingly challenging, given the
growing complexity and diversity of businesses, in addition to the types and
frequency of audits that need to be conducted.

"Point solutions and spreadsheet-based systems are no longer suitable for
effectively managing the internal audit function. Using technology is the
only option to meet these challenges.

"The Chairman and Audit committee of Galadari Group recognise the need and
importance of the use of technology to enhance the audit and risk management
of the Group as per best practice and strongly support the initiatives of
implementing the suitable system to meet these objectives.

"Wynyard's solution will support the complete spectrum of audit and risk
management in a single platform, and will automate the risk assessment and
audit processes such as planning, execution, reporting, monitoring and
compliance." he concludes.

Wynyard's risk solution is highly configurable and delivers the risk
management framework to integrate audit, corporate governance and regulatory
compliance management with business and strategic objectives.

Galadari Brothers evaluated other specialist risk management software before
selecting Wynyard Group.

Wynyard Group Managing Director, Craig Richardson, said Galadari Brothers
decision to entrust Wynyard to deliver its Audit, Risk and Compliance needs
is testament to Wynyard's ability to effectively address the challenges
organisations face in managing the growing complexity of their obligations in
the audit, operational risk and compliance environment.

"Wynyard has a strong track record of working in successful partnerships with
its Middle East clients to deliver robust solutions that help them address
the business challenges they face.

"In every sector and market we see laws and regulations increasing and
changing to better protect investors and institutions from risks, financial
crime and corruption.

"Galadari Brothers is leading the way in selecting software tools to ensure
best practice compliance with the laws and regulations and show transparency
in corporate governance."

[Nigel]

Ireally like the wynguard business model, look forward to the shareprice in 2 years time.

What sort of impact does a deal like this have on their bottom line? When is the next finacial update due? I too like the business, but really want to see some numbers before taking a larger holding.

[Scottman]

Excellent news. Wynyard are one of the few companies in the world with an extensive portfolio of software solutions to help fight crime. They won the Most Innovative Hi-Tech Software product Award earlier this year. Selected by a panel of 56 judges - 12 of them international judges. Good going guys. Disc: Holding.

[fiasco]

Excellent news. Wynyard are one of the few companies in the world with an extensive portfolio of software solutions to help fight crime. They won the Most Innovative Hi-Tech Software product Award earlier this year. Selected by a panel of 56 judges - 12 of them international judges. Good going guys. Disc: Holding.

Only within NZ they won this award, not globally correct?

Had a look at their report, it almost seems that the large costs being dettached from Jade (financially) look to have a strong path ahead. Will keep an eye on the price over the next week or two and grab a small portion.

Their report, website and offering look very professional in comparision to other NZ based cloud organisations.

[Nigel]

The reasons I hold Wynyard are (in no particular order):

- to vicariously live my childhood dream of being a crime-fighting superhero
- to pick up chicks by talking about the mysterious international anti-crime unit that I'm a part owner of
- prospect of a financial return

[Scottman]

Yes only in NZ fiasco. If you look through their news items they have and ARE employing some seriously experienced people with backgrounds in fighting crime. They are also only working in billion dollar markets according to a video I watched that Craig Richardson gave. It's on youtube.

[robbo24]

- to pick up chicks by talking about the mysterious international anti-crime unit that I'm a part owner of

That's why I hold too.

[fiasco]

Yes only in NZ fiasco. If you look through their news items they have and ARE employing some seriously experienced people with backgrounds in fighting crime. They are also only working in billion dollar markets according to a video I watched that Craig Richardson gave. It's on youtube.

Thanks! Will have a look at tonight :)

[Harvey Specter]

It's hard to gauge impact of this deal, me thinks very little, WYN are just trying to keep the market informed of progress. I'm a little perplexed. Are they going to announce every sale they make. If this was special/significant, shouldn't they have set out why in terms of size of contract etc. Just because it is a big group of companies doesn't mean the sale is big.

All in all, they seem to be progressing well.

Edit: as an example, Xero doesn't do an announcement when they sign a new accounting firm but they did with Deloitte's, as everyone knows it is one of the Big 4 and that will bring a certain scale.

[Scottman]

Wynyard in the news again. Signed another contract. https://www.nzx.com/companies/WYN000000/announcements/244553

[baller18]

Wynyard in the news again. Signed another contract. https://www.nzx.com/companies/WYN000000/announcements/244553]
How much revenue do these contracts actually bring in for Wynyard?
Everytime they sign up one, they announce one.
The companies vary in size, and wonder how much it varies in revenue as well?

[Harvey Specter]

The reasons I hold Wynyard are (in no particular order):

- to vicariously live my childhood dream of being a crime-fighting superhero
- to pick up chicks by talking about the mysterious international anti-crime unit that I'm a part owner of
- prospect of a financial return

https://twitter.com/richardsoncp/statuses/408699039891197952

Edit: just remember the people do read these threads. In this case the CEO!

[jamiec26]

https://twitter.com/richardsoncp/statuses/408699039891197952

Edit: just remember the people do read these threads. In this case the CEO!

Outstanding!

I have high hopes for wynyard! Although anything that has govt involvement be on the purchase or sale side seems to flailing a bit at the moment.

[Scottman]

12 month results / Q4 not to far away now. Could be an announcement end of Jan or early Feb. Correct me if I'm wrong.

[baller18]

The SP has been getting hammered lately! dammit, oh well..

[karen1]

The SP has been getting hammered lately! dammit, oh well..

By golly, so it has! Along with many others...

[baller18]

By golly, so it has! Along with many others...
WYN has been for like the last 2 months, by golly, other stocks have not.

[karen1]

maybe we need to have some faith in this co, and patience. Volumes are not large. Good buying op for the keen one.

[Harvey Specter]

The SP has been getting hammered lately! dammit, oh well..My whole portfolio has been hammered recently!

[Scottman]

Market taking a breather I would say going into the holiday season. Newbies getting a bit nervous when the price drops like that. Also the Fed could be scaling back the QE very soon. That will have some effect no doubt. Oh well best not to look every day and go and mow the lawns or watch paint dry.

[Harvey Specter]

https://www.nzx.com/companies/WYN/announcements/244940

WYN continues to announce every sale they make. Interestingly it seems that Australian Customs are paying the subscripton for Thailand, who will be the users of the software. Not sure if this means the Ozzies like it and recommended it or whether they are just paying for anything that may help stop Meth getting to their borders.

[baller18]

https://www.nzx.com/companies/WYN/announcements/244940

WYN continues to announce every sale they make. Interestingly it seems that Australian Customs are paying the subscripton for Thailand, who will be the users of the software. Not sure if this means the Ozzies like it and recommended it or whether they are just paying for anything that may help stop Meth getting to their borders.
Funny thing is, the market seems to like this announcement, all of a sudden there is some buyers now...

[Harvey Specter]

Funny thing is, the market seems to like this announcement, all of a sudden there is some buyers now...It is the third sale in three weeks. The CEo has been overseas a bit recently so it is obviously paying off.

Teh risk with announcing every sale is when those announcement stops, everyone knows whats happening.

[hilskin]

It is the third sale in three weeks. The CEo has been overseas a bit recently so it is obviously paying off.

Teh risk with announcing every sale is when those announcement stops, everyone knows whats happening.

and if they don't stop ? They are increasing their sales team so watching this one with interest.

[Harvey Specter]

and if they don't stop ? That's why I am holding

[hilskin]

That's why I am holding

Good things take time ;)

[Scottman]

I'm also holding and am very upbeat with these guys and what they are doing as I have stated before.

[Scottman]

Yes top marks for WYN keeping the market informed. A pity more companies didn't do that.

[robbo24]

Agree completely. Investor information should be priority uno.

Hopefully they report their revenue at the right time - nobody wants a restatement!

[Ginger_steps_]

Ive been watching their videos on youtube - from what I can see they basically look for all sorts of different connections to the security issues and filter them down to the most likely suspects. This is done however by using email threads & media etc - If the bad guys know that their company uses wynyard then what is to stop them from using more secure communication methods? Also if they havent been mentioned in the media much this is to their benefit as well. The software seems to be popular and therfore must be returning results - but i cant see how they are catching the smart crooks who are most likely the ones behind the big bucks.... Im one of the holders who doesnt really understand their product - but watching with great interest!

[robbo24]

Ive been watching their videos on youtube - from what I can see they basically look for all sorts of different connections to the security issues and filter them down to the most likely suspects. This is done however by using email threads & media etc - If the bad guys know that their company uses wynyard then what is to stop them from using more secure communication methods? Also if they havent been mentioned in the media much this is to their benefit as well. The software seems to be popular and therfore must be returning results - but i cant see how they are catching the smart crooks who are most likely the ones behind the big bucks.... Im one of the holders who doesnt really understand their product - but watching with great interest!

The absence of such information could be just as suggestive of a suspect...

Also, in terms of an airport or customs, the software may be able to reference existing information held by the client...

I'm no expert on this particular software but even things like the WIFI profile of your phone could link you up to another location, time, etc... All without the person being aware.

[PennyPicker]

Ive been watching their videos on youtube - from what I can see they basically look for all sorts of different connections to the security issues and filter them down to the most likely suspects. This is done however by using email threads & media etc - If the bad guys know that their company uses wynyard then what is to stop them from using more secure communication methods? Also if they havent been mentioned in the media much this is to their benefit as well. The software seems to be popular and therfore must be returning results - but i cant see how they are catching the smart crooks who are most likely the ones behind the big bucks.... Im one of the holders who doesnt really understand their product - but watching with great interest!

It's not one product, it's four. I think you're referring to the Intelligence product. Their website identifies four solutions, Risk, Investigations, Intelligence and Digital Forensics.

You have to read the news carefully to see the language used to pick which of the solutions (or combination of) were sold.

There is a PDF here that explains the products in more detail, https://wynyardgroup.com/downloads/solution/

Didn't Buffett say he never invests in anything he doesn't understand?

[Ginger_steps_]

It's not one product, it's four. I think you're referring to the Intelligence product. Their website identifies four solutions, Risk, Investigations, Intelligence and Digital Forensics.

You have to read the news carefully to see the language used to pick which of the solutions (or combination of) were sold.

There is a PDF here that explains the products in more detail, https://wynyardgroup.com/downloads/solution/

Didn't Buffett say he never invests in anything he doesn't understand?

Thanks for the PDF will check it out. I do understand they offer different products however was just pointing out what i saw as weaknesses - albeit from an uneducated point of view.

Unfortunately Im not Buffet - but with a bit of hard work I might one day be in the same room as him (a restaurant?) but for now Im investing in a company that I see as having good growth potential in a rapidly growing market with a good sales team to boot. And fingers crossed the product actually works a lot better than what i have briefly observed!

[Ginger_steps_]

The absence of such information could be just as suggestive of a suspect...

Also, in terms of an airport or customs, the software may be able to reference existing information held by the client...

I'm no expert on this particular software but even things like the WIFI profile of your phone could link you up to another location, time, etc... All without the person being aware.

True true - catch the crooks and give us some bang for our buck!

[Harvey Specter]

Ive been watching their videos on youtube - from what I can see they basically look for all sorts of different connections to the security issues and filter them down to the most likely suspects. This is done however by using email threads & media etc - If the bad guys know that their company uses wynyard then what is to stop them from using more secure communication methods? Also if they havent been mentioned in the media much this is to their benefit as well. The software seems to be popular and therfore must be returning results - but i cant see how they are catching the smart crooks who are most likely the ones behind the big bucks.... Im one of the holders who doesnt really understand their product - but watching with great interest!
You are only as good as the info you have, but that info is not good if you can't analysis it. WYN helps with the analysis only (I think). The agencies still have to work within (or outside) their legislated powers to collect that info.

[loon]

//www.radionz.co.nz/national/programmes/morningreport/audio/2579468/morning-business-for-11-december-2013
Wynyard interviewed this morning on radio NZ national, sounded upbeat on growth.About 5mins in on business report. Craig Richardson says about 60% growth in the last year.

[loon]

http://www.radionz.co.nz/national/programmes/businessnews/audio/2579468/morning-business-for-11-december-2013

[Harvey Specter]

I haven't watched yet but here is a talk with the Managing Director: https://nzx.com/listing-insights

[Scottman]

Bids are high this morning. Up to $1.20

[Scottman]

Looks like these guys are going to be doing some serious business in years to come. 60 % growth and delivering on what they say.

[Nigel]

Looks like these guys are going to be doing some serious business in years to come. 60 % growth and delivering on what they say.

Craig was very upbeat on the radio this morning - they're doing what they said they would, hitting forecasts, expanding, fielding enquiries from new markets and have a strong sales pipeline. Couldn't ask for too much more really. Happy with how this is heading.

[Scottman]

Yes indeed Nigel. I always said this was a good team and have lots of potential. You just need to look at Jade Corporation from where WYN was split from.

[In4a$]

Craig was very upbeat on the radio this morning - they're doing what they said they would, hitting forecasts, expanding, fielding enquiries from new markets and have a strong sales pipeline. Couldn't ask for too much more really. Happy with how this is heading.

Hope it continues, dipped my toes in and took a small holding this morning.

[ratkin]

It all seems like too much guesswork . Had enough of that with Rakon

[ratkin]

5179 Playing with my new toy. :D Just testing to see how the charts look

[winner69]

5179 Playing with my new toy. :D Just testing to see how the charts look

Very good ratkin .....does it work to your expectation?

WYN looking a bit down

[ratkin]

Very good ratkin .....does it work to your expectation?

WYN looking a bit down

Yep Excellent app . Love the ipad air , first apple product i have used. itunes u my favourite , Some great lectures on there

[fiasco]

Which app is that ratkin? Just upgraded my iPad mini, kinder wishing I went up a size to the Air ha

[ratkin]

Which app is that ratkin? Just upgraded my iPad mini, kinder wishing I went up a size to the Air ha
Clever point and figure charts

[Scottman]

Yes indeed some biggies there Moosie. Wonder when the price is going to start cracking. Could be a little while yet I suppose.

[robbo24]

Wow, some massive block trades going through...

Spending your pocket money on shares again are ya, champ? :cool:

[Nigel]

Biggest volume since August. Some good PR this week probably lifting interest a bit.

[Scottman]

Wow There's another biggie in the bidding pen. 370k.

[goldfish]

What are all these contracts worth that they are signing lately? Anyone know?

[baller18]

That's what i've been pondering about as well, but doesn't seem like anyone knows

[bmrm]

(Yet) another announcement from Wynyard:
Wynyard Group named RiskTech Asia Pacific Category Winner
https://www.nzx.com/companies/WYN/announcements/245205

[Scottman]

I love how these guys are so onto it with their products and keeping the market informed. That rates very highly in my book. Disc. holding.

[Scottman]

Good to see WYN on a roll today. 1.22

[hilskin]

Happy holder. Will be nice to see this start moving in a northerly direction

[Scottman]

Glasses clink. Cheers to that moosie.

[Crow]

It's about time :t_up:

[Scottman]

I'm expecting a good result in the interim annual report. Any idea when that might be moosie ?

[Scottman]

...and another contract signed.


GENERAL: WYN: Wynyard wins Anti-Money Laundering contract in UAE





AUCKLAND AND UAE, 7 January 2014 - Wynyard Group (NZX:WYN), a leading


provider of threat assessment and advanced crime analytics software has won a


contract for its Anti-Money Laundering (AML) software-as-a-service with GCC


Exchange, a fast growing UAE money exchange.

[Scottman]

WOW ! 1.35. I have to sit down for a moment

[baller18]

Could be moosie, but who know what will happen...
1.38... crazy

[Longhaul]

Maybe we're witnessing an overseas buyer(s) getting on board? I sold out of WYN at 1.23 some months ago since it was flat-lining. I still think there's a lot of potential here although on the downside New Zealand is part of the 5 eyes network so hopefully that doesn't work against the company.

[BlackPeter]

WoW - up to $1.35 - somebody collecting ... I am wondering whether the recent announcement:

AUCKLAND AND UAE, 7 January 2014 - Wynyard Group (NZX:WYN), a leading
provider of threat assessment and advanced crime analytics software has won a
contract for its Anti-Money Laundering (AML) software-as-a-service with GCC
Exchange, a fast growing UAE money exchange.

might have something to do with it? Maybe somebody in the UAE discovering a New Zealand company?

[robbo24]

Good to see some interest in this company :)

[gv1]

Big volumes going..whats' happening.

[Scottman]

Forsyth Barr have priced the stock for 2014 at 1.45

[gv1]

Forsyth Barr have priced the stock for 2014 at 1.45

Thanks mate, thought something was about.

[baller18]

Maybe someone can help me out here.
Wynyard is on track for meeting the 21.5 million revenue this year, if so then wouldn't the market cap for WYN be valued at 215mil, wouldn't this put wyn at the ball park of a SP of roughly $2?
Assuming the P/S ratio is 10 for a tech company

[baller18]

Thanks moosie, if that is the case, wyn should soon be trading at 1.5 - 1.6, and looks like wyn could beat their revenue target as well

[BlackPeter]

Maybe someone can help me out here.
Wynyard is on track for meeting the 21.5 million revenue this year, if so then wouldn't the market cap for WYN be valued at 215mil, wouldn't this put wyn at the ball park of a SP of roughly $2?
Assuming the P/S ratio is 10 for a tech company


Hi baller18,
Are you sure this formula makes sense if you use the revenue (being turnover or sales)? I have seen this formula so far applied using the profit (being revenue minus expenses). If you do that, you get some "company value" by basically picking your desired interest (P/E of 10 would be 10%, P/E of 12.5 would be 8%).

However if you use the revenue, than the company might still run a loss (as WYN does). This still doesn't mean it has a negative value, but it means that the P/E formula is not very useful to calculate the company value in this case (unless somebody can predict the future profits ...)

[blobbles]

I don't consider this price rise to be crazy. WYN have been signing up big clients for a while now and in the industry they are in, word of their products quality (if indeed it is high, which according to the people I have talked to, it is) will spread like wildfire. Sure, we don't know how much these customers are worth until the HY is out, but I expect we are going to see some pretty pleasing numbers in there. I smell another good success story here... but waiting for the HY release before assigning possible values so questions of being under/over valued are unknown to me at the moment.

[Everwood]

I think Wynyard has got a great future, and I would really like to hold a position. All my extra capital is being invested back into my business. I will probably not be investing any more money for the next 1 to 2 years :(, but good luck to the holders.

[baller18]

Hi baller18,
Are you sure this formula makes sense if you use the revenue (being turnover or sales)? I have seen this formula so far applied using the profit (being revenue minus expenses). If you do that, you get some "company value" by basically picking your desired interest (P/E of 10 would be 10%, P/E of 12.5 would be 8%).

However if you use the revenue, than the company might still run a loss (as WYN does). This still doesn't mean it has a negative value, but it means that the P/E formula is not very useful to calculate the company value in this case (unless somebody can predict the future profits ...)

Hey blackpeter, I was using revenue being sales.
I'm using a price to sales ratio.
Is it P/S ratio useful to calculate WYN at this stage? As they are not making a profit.

Thanks

[Harvey Specter]

PSR usually ranges between 7 to 12 but can go higher (this is usually for higher margin companies like SaaS and startups though).given you've just jumped into XRO, can you advise its PSR? 60-80???

[baller18]

Whoa, big volumes going through, wonder who's buying and selling...

[PlatnuM195]

Buyers eating up the sell side though.

[Scottman]

hmm that's bit odd is it not moosie ?

[Santiago]

SLI needs to learn something from these guys about how PR works. Though you gotta wonder if they're going to announce every customer acquisition from here on out.

[Scottman]

Just keeping the market informed on a regular basis says lots about a company in my view.

[Santiago]

WYN has been great so far. Makes me confident they're competent at everything else they do.

[Nigel]

Lots of good media coverage in the past two days. And great to see some price action to reflect the great work these guys are doing.

http://www.3news.co.nz/Wynyard-shares-soar-to-new-record/tabid/421/articleID/327636/Default.aspx

http://www.stuff.co.nz/auckland/local-news/business/9585388/Organised-crime-is-good-business-for-software-developer

http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11182683

http://tvnz.co.nz/business-news/nz-shares-mixed-diligent-and-wynyard-lead-gains-5793725

[couta1]

SLI needs to learn something from these guys about how PR works. Though you gotta wonder if they're going to announce every customer acquisition from here on out.
SLI will have their day if were patient,they are busy doing the business but a little more sharing the love would be good,remember the world of targeted advertising is at least as big as that of targeted crime

[baller18]

The GCC made up 5% of its revenue, does that mean the GCC contract bought in a million dollars in revenue? That is quite a large sum for a single contract and it also mentions it is poised for further growth.

Forgot which article I read yesterday, it mentioned once when one contract is signed up, they seem to double, triple and etc, because they start using their other softwares as well..

[baller18]

You certainly wouldnt hope so with all the contracts their filling and the fact they went public a mere 6 months ago! Would be an excellent opportunity to get in at a set price though and put a value on the company. im waiting until the sp settles a bit anyways. 1 year target met in 3 days, hmmm...
On another run today

[Options]

Can anyone tell me what the opening price is? Cant wait the 20 mins..

[Radler]

$1.54 open

[Radler]

and a million went through off market at $1.55

[Options]

Great, thanks. I hear Milford talking them up today. I know they are a big holder but obviously they have talked to the company and have had a good look at their products. Could be more in this yet. Especially with Xero at $35, selling a few of those and buying into WYN seems worth the punt...

[kyanar]

Bids up to $1.65. Should really have bought more than I did :(.

Tempting to sell up some of MELCA and pick up more...

[mrjeems]

I'm hoping for a retracement due to profit taking. Would like to get in but it seems like the stock is thick with hype at the moment.

[gv1]

Yeah, probably see the results( accounts) before jumping at this price.

[Snow Leopard]

Why the sudden rush to own this one?

I do so hate these sudden ballistic rises in share price, but they are a lot better than major falls.

I still only hold my initial small investment and of course wish I had bought more recently.

So if we could have a nice retreat and then start an orderly climb back to these levels and beyond I would very much appreciate it.

Best Wishes
Paper Tiger

[jonu]

Why the sudden rush to own this one?

I do so hate these sudden ballistic rises in share price, but they are a lot better than major falls.

I still only hold my initial small investment and of course wish I had bought more recently.

So if we could have a nice retreat and then start an orderly climb back to these levels and beyond I would very much appreciate it.

Best Wishes
Paper Tiger

If the market had any manners I'm sure it would accommodate such a polite request PT. But it doesn't so it probably won't!:)

[Nigel]

Record high, closed on its high, highest volume since IPO. Can't complain.

[baller18]

Record high, closed on its high, highest volume since IPO. Can't complain.
And it doesn't look like its slowing down, sell side always gets filled...
If the big boys hold onto these shares, it will dry up very quickly...

[enzed staffy]

up another eye watering 17c on open

[Heffner]

up another eye watering 17c on open

Indeed good sir.

I bought in at the IPO and am holding looking for a sell point to regain my initial investment and then will hold the remaining % for the longterm. Wanting a 60 - 40 split which is always my goal on the high-risk growth stocks.

Thought this would be a similar growth strategy to what us IPOers experienced with Xero, which was a number of small capitial raisings before the the real gains in the share price over a multiple year period. Wynyard always had fantstic IP and a briliant product but it has been the timing of the explosive growth in the industry that has spurred this. Glad I didn't listen to the lad who advised to SELL at $1.30 and buy back in for less.....

[goldfish]

I bought on last two announcements of contract signings but both dropped next few days and hit my stop loss, thought not going to fall for this again and wont buy then it rockets up 60 odd percent...go figure.

[baller18]

I don't think the PS ration is too bad as moosie has mentioned.
Craig stated 5% made up a small revenue for them from the OCC contract, which meant the one contract made up 1 million revenue, and they considered it to be small?
They also, indicated it doubles, triples and so on, as the company they have signed up grows and starts using other softwares as well, which brings in more revenue.
However, slowly and steady would've been better

[kyanar]

I see Salt is starting to sell down their holding... do they know something we don't?

[robbo24]

I see Salt is starting to sell down their holding... do they know something we don't?

If they did they wouldn't have been selling down prior to 8 January ;)

[Schrodinger]

Good to see holders making money on most tech stocks. I am a little worried about several showing signs of bubbles though..

[bull....]

choice gains for the new year, ive always been a big fan of this companies PR to the market other companies could learn a thing or 2 from these guys:)

[baller18]

Looks like a doji is about to form today, took some profits today to put into ATM

[brend]

AUCKLAND, 13 January 2014 – Wynyard Group (NZX:WYN), a leading provider of critical threat assessment and advanced crime analytics software, announced today it has delivered on its 2013 revenue target. Wynyard Group completed an initial public offering (IPO) and floated on the New Zealand Stock Exchange on 19 July 2013.


“Our IPO prospective financial information forecast $21.5 million revenue in the year to 31 December 2013. Our unaudited results indicate we will meet that target and will report more than 62% revenue growth in the 2013 year.
“We are starting the new year in good shape. The number of new opportunities materially increased in the fourth quarter of 2013 and we took steps in November to build capacity to qualify and service this increased demand,” said Wynyard Group Managing Director Craig Richardson.


Wynyard Group’s prospective financial information forecast $27 million revenue in the year to 31 December 2014. The Wynyard board will continue to review the 2014 and 2015 business plan and targets through the first quarter of this year.

The company’s 2013 full year results are due to be announced on Monday 24 February, and its annual report will be available to shareholders by the end of March.

Will be interesting to see how the shareprice goes this week..

disc: holding

[baller18]

WHOA! Its going to open at $2, looks like the market is loving the announcement...
Lol at my TA skills... Foolish baller, foolish

[Harvey Specter]

“Our IPO prospective financial information forecast $21.5 million revenue in the year to 31 December 2013. Our unaudited results indicate we will meet that target and will report more than 62% revenue growth in the 2013 year. Does meeting IPO forecasts justify a near doubling of shareprice? I guess all the recent new sales would hardly have started flowing though so are people expect 62% revenue growth for next year (ie. over $30m in sales compared for the old forecast of $27m) . Will be interesting to see what happens when they update their guidance to see if the market has gotten to far ahead of itself.

Not complaining as I hold.

[baller18]

That's what I think as well Harvey, I didn't expect this announcement to bring on so many buyers...
It looking like tis going to open above $2! which is insane!

[Hawkeye]

http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11185481

This will help boost its growth!

[Longhaul]

Slowing down to ~30% growth next year from 64% this past year isnt exactly the best news in the world when SaaS companies are judged solely on growth prospects!

My (fairly ignorant) feeling on WYN is that it would be harder to scale their product compared to something like XRO since it is so specialised. However in the long term there must be massively increasing demand for the type of product they offer, that can't be bad!

Disc, sold out before the gold rush, sob.

[bull....]

Up 100% in a week, milford must be very pleased

[Snow Leopard]

Slowing down to ~30% growth next year from 64% this past year isnt exactly the best news in the world when SaaS companies are judged solely on growth prospects!

But mousie at $2.08 it is trading on a Price/Sales of only 10.
$27m on the same ratio is $2.70 so plenty of upside,
and then of course the have yet to revise their forecast upwards yet, which if you read between the lines is obviously what they mean by

The Wynyard board will continue to review the 2014 and 2015 business plan and targets through the first quarter this year

Best Wishes
Paper Tiger

Disc: Have shares in WYN - this post may contain traces of sarcasm.

[Harvey Specter]

Slowing down to ~30% growth next year from 64% this past year isnt exactly the best news in the world when SaaS companies are judged solely on growth prospects!That was per the IPO docs though. Since then, they have brought forward their increase in sales staff, increasing costs by $1.5m over budget, so expect sales to be higher.

[robbo24]

Agreed Mr Tiger, but if it reaches that level next week? The market likes taking one year forecasts and meeting or exceeding them very quickly! (ie WYN's $2 one).

If we use the Growth/10+1 thing that winner69 is always on about then that gives MCap of 189m on 27m revenue.

Does this make WYN overbought at 220m @ 215?

[False Profit]

Great Scott!!! When I think I've missed the boat on this one it shoots up even more?!?!?!?

[Crow]

Great Scott!!! When I think I've missed the boat on this one it shoots up even more?!?!?!?

Lol, very interesting times indeed.:)

[Scottman]

I see Westpac selling down. Why do they do that when it's such early days ?

[Harvey Specter]

I see Westpac selling down. Why do they do that when it's such early days ?Price has doubled and they are now overweight. Their investment mandate is probably narrower than the likes of Milford so cant hold that much of a small stock.

[winner69]

If we use the Growth/10+1 thing that winner69 is always on about then that gives MCap of 189m on 27m revenue.

Does this make WYN overbought at 220m @ 215?

That thing I am always on about gives an Enterprise Value of $189 (your calculation assuming a 60% growth rate .... yes?)

So Market Cap would be the $189 less debt of say $35m - $154m or $1,50 share

So on this thing on I am always on about WYN has an EV of about 10 times revenue

Kellblog's bankers methodology and derived formula is based on the US. After reviewing how things are going in NZ and because that thing I am always going on about always seem to undervalue the things like DIL and GEO (haven't checked SNK) and now WYN and listening to gurus on this site who think 10 times sales is the lwast these things should be valued at there is obviously a need for a NZ version of this calculation

So after a bit of research and modelling I have come up with a new version just for NZ and Australia. It essentially allows for NZ being the best economy in the world at the moment and takes into account the more cleverness of NZ business owners along with the concept that the more debt a company the better.

It is now EV= (Sales Growth + 1) * 1.4 (NZ Innovation Success factor) * 1.2 (NZ great place) * Forecast Revenues

SO WYN Enterprise value is (6+!)*1.4*1.2*27 = $317m which less debt of $35m gives Mcap of $282m and shareprice of $2.70

DIL comes out at about $6.60 on this basis so must be about right eh

Good one eh Robbo

Sounds silly eh but as we live in a silly world and because this time things are different one does need to be flexible and open minded and change valuation methodologies to allow for what is going on

[blackcap]

That thing I am always on about gives an Enterprise Value of $189 (your calculation assuming a 60% growth rate .... yes?)

So Market Cap would be the $189 less debt of say $35m - $154m or $1,50 share

So on this thing on I am always on about WYN has an EV of about 10 times revenue

Kellblog's bankers methodology and derived formula is based on the US. After reviewing how things are going in NZ and because that thing I am always going on about always seem to undervalue the things like DIL and GEO (haven't checked SNK) and now WYN and listening to gurus on this site who think 10 times sales is the lwast these things should be valued at there is obviously a need for a NZ version of this calculation

So after a bit of research and modelling I have come up with a new version just for NZ and Australia. It essentially allows for NZ being the best economy in the world at the moment and takes into account the more cleverness of NZ business owners along with the concept that the more debt a company the better.

It is now EV= (Sales Growth + 1) * 1.4 (NZ Innovation Success factor) * 1.2 (NZ great place) * Forecast Revenues

SO WYN Enterprise value is (6+!)*1.4*1.2*27 = $317m which less debt of $35m gives Mcap of $282m and shareprice of $2.70

DIL comes out at about $6.60 on this basis so must be about right eh

Good one eh Robbo

Sounds silly eh but as we live in a silly world and because this time things are different one does need to be flexible and open minded and change valuation methodologies to allow for what is going on

Thanks winner... you have given me a great laugh. The above post is gold.

[percy]

Thanks winner... you have given me a great laugh. The above post is gold.

Classic.Absolutely brilliant.!!!
Tried to add to Winner69's reputation,but yet again told to spread it around.So thanks winner69.

[winner69]

Classic.Absolutely brilliant.!!!
Tried to add to Winner69's reputation,but yet again told to spread it around.So thanks winner69.

Working on a valuation model for small banks now .....having troubled how to quantify a 'well positioned' factor as well the 'doing what they say' factor. Thee non-financial things seem to be more important than some financial things

[robbo24]

Classic.Absolutely brilliant.!!!
Tried to add to Winner69's reputation,but yet again told to spread it around.So thanks winner69.

Good one winner69, what does XRO and SLI come to??

[winner69]

Another move up again today on the back of this

http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11185855

[mrjeems]

Winner, you're deadpan humour is gold and your sarcasm is so well hidden even a veteran like me has trouble detecting it.

Just feel sorry for the guys that skim through, look for the $$ and move on thinking it all makes sense.

[Toasty]

Dammit. I completely missed this stock. Not even on my radar. As a PEB, XRO and SUM holder it irritates me that I have missed another winner. I am a bit concerned that my sharemarket experience has been overwhelmingly positive. Must be a disaster waiting for me up ahead. Probably get hit by a bus tonight...

[kyanar]

Looking at the depth (I don't really understand it - but I think it works by looking for an overlap and maximising filled trades right?) looks like opening will be $2.32 today? Madness.

[enzed staffy]

looking at the buy/sell depth at 0959hr you would have thought that but you can't see the "at market buys" which appear to have been another 40-50k of shares - hence opening $2.25

[Options]

Looking at the depth (I don't really understand it - but I think it works by looking for an overlap and maximising filled trades right?) looks like opening will be $2.32 today? Madness.

Has anyone got the opening price? Quite excited about the potential for this stock. Obviously market now knows they have got a marketable product. The market size has increased substantially since listing. Could be more to come. A discounted rights issue could be the go now and I am sure existing shareholders would dive in!

[Harvey Specter]

A discounted rights issue could be the go now and I am sure existing shareholders would dive in!Why - I dont think they need the cash. They just raised some cash, have a debt facility and are probably earning good cashflow from their existing sales.

[baller18]

well growth stocks are definitely in favour as moosie pointed out, nearly the whole nzx50 in red, whereas, most growth stocks are in green... Hopefully it ain't no bubble!

[kyanar]

-5.45% so far today - really taking a beating. Is this the "correction" I see talked about?

[brend]

I'm currently holding and was thinking about taking some profit and buying back in at a later stage.

Pretty risky move though?

[kyanar]

Good thing you didn't sell out to buy back in later brend, up another 5 cents on open today

[mrjeems]

Good thing you didn't sell out to buy back in later brend, up another 5 cents on open today

Lots of selling volume though. Could still retrace a bit yet? (hopefully not tho - holding)

[enzed staffy]

Here comes the SSH notice from Milford Management - to join Westpac and Salt

NOPE - they're buying more

[Harvey Specter]

Here comes the SSH notice from Milford Management - to join Westpac and Salt

NOPE - they're buying moreunusual activity on the 14th in their transaction history.

[baller18]

That is crazy, they held close to 15% and they were buying more...
Milford has fell in love with WYN
Whoa, could WYN reach like $3 in a months time? Insane
A lof ot buyers piling up at 2.40

[000831]

couple of big Chinese buyers will put some bids around 2.50. guess WYN will be a rockstar for 2014

[baller18]

Jst crazy the run wyn is having

[brend]

Good thing you didn't sell out to buy back in later brend, up another 5 cents on open today

definitely :-) been a holder since September 12


couple of big Chinese buyers will put some bids around 2.50. guess WYN will be a rockstar for 2014

How do you know they chinese buyers?

[fiasco]

Very exciting times for Wynyard and an amazing product. I have purchased some a week ago and now just going to let it sit. Let's see what other clients they can get. Looking forward to seeing the full year results on Feb. 24.

[000831]

all the surprises would be about some covered truth for the company growth. Chinese government agency is very interested to purchase the Saas system from WYN.............anti money laundering

[000831]

This wave is breaking through $3.00, bro

[Crow]

Anyone else have a price target of $2.80?

Didn't even know we would get this far :eek2:

[000831]

If the company announces that it has new large contracts with XXXXX, then your formula must change some numbers.

[000831]

I got the info from my source, not from NZ side. :)

[baller18]

If that's true, 3 buck would b in easy reach lol. Considering how the chinese bidded for the hot bitcoib

[SirPrize]

Looked at the videos documenting their products on their site. Great features and - just as important - beautifully designed. A must have for all huge corporations I think.

Also the intro video is very professionally produced. Exactly what I'd expect of an emerging giant that will be competing on an international level.

I think I'm in love.

[SirPrize]

Oh and please leave 000831 alone. Keep filling us in :)

[Harvey Specter]

Should you be revealing this stuff on a public forum??Even tipping (not acting on the info) is classed as insider trading. http://www.howtolaw.co.nz/the-rules-against-insider-trading-xidp392241.html

[enzed staffy]

Crikey - blink and it adds 10c
my eyes were watering at 2 bucks a few days ago, now its $2.60

[baller18]

Hindsight is a b*** to think a doji formed, so sold some of my holdings to spread it to ATM, but hey, can't complain!!!

[enzed staffy]

you're not alone there - sold some in 2.20's thinking it was ridiculous -and on it marches

[baller18]

2.65!!!!!!!!!!

[bull....]

yea im seeing a 3 easliy with the new contract

[baller18]

yea im seeing a 3 easliy with the new contract
are you talking about the china contract bull? lol
with a population of 1.2 billion, 3 will be easily broken...

[bull....]

as long as you're making a profit be happy my friend ;)

(and charts can't predict ecerything unfortunately, as you have learnt here!)

thats why you need to combine charts with fundamentals and sprinkle it with some quant droppings lol

[sideburns66]

Well my procrastination has certainly let me down over the past month or so.. with both BFW and now WYN! Now it's a matter of deciding whether to buy WYN on a dip.. if one ever comes - am worried about buying at the top!

[bull....]

Well my procrastination has certainly let me down over the past month or so.. with both BFW and now WYN! Now it's a matter of deciding whether to buy WYN on a dip.. if one ever comes - am worried about buying at the top!

always much risker buying after such a big run, but who knows for sure could be 5 dollars next week or 1 dollar nothings guaranteed

[sideburns66]

always much risker buying after such a big run, but who knows for sure could be 5 dollars next week or 1 dollar nothings guaranteed
Exactly my sentiment! Maybe patience will pay off... :scared:

[sideburns66]

always much risker buying after such a big run, but who knows for sure could be 5 dollars next week or 1 dollar nothings guaranteed
Exactly my sentiment! Maybe patience will pay off... :scared:

[baller18]

who are the top shareholders... milford has nearly 16%!

[bull....]

The following email from one of our China lawyers to a client [revised slightly to knock out any identifiers] was cc’ed to me the other. I am running it below because it succinctly sets for the issues of selling software as a service (SaaS) in China. The email was in response to a client asking us about selling its software as a service in China.

The short answer is that foreign companies cannot provide software as a service in China. That means it cannot be done from an overseas entity with a server located outside China or from a WFOE with servers located within China. If SaaS is being provided in China by other foreign-owned entities (as you say), it is either being provided with payments being made overseas, or through some sort of license or VIE. We have in the past drafted the required agreements for a licensed arrangement. (If SaaS were possible in China for foreign-owned companies, Microsoft, Oracle and Amazon would be all over the issue. They are not, and it is not due to a lack of interest.) Needless to say, your emails raise complicated questions in a difficult and evolving area of Chinese law.

[Harvey Specter]

The price has dipped now so he has probably probably just sold his share after that pump. He must have watched the Wolf of wall street last night.

[sideburns66]

Considering I rode PEB from 65 cents up to 1.70 (after a similar large 'contract' announcement), back down to 1.20 and now back up again (still holding), my gut tells me to wait...

[Snow Leopard]

Well that was a queer end to the day. Appears an insto panicked after they bit off more than they could chew!

You have a vivid imagination, especially for a moose.

Best Wishes
Paper Tiger

[winner69]

Based on what metrics? I used a PS ratio of 10 using 30-40% growth for FY15...

You tout this P/S of 10 a lot moosie ....as it should be the norm

Just your gut feel / a rule of thumb you use / some deeply researched number?

DIL not long ago had a P/S of 12 (17 if you count the prefs) .....look what happened there

Just curious

[mrjeems]

DIL not long ago had a P/S of 12 (17 if you count the prefs) .....look what happened there

Was that before the announcement around miscalculating earnings? Because fundamental analysis doesnt really take in to account the hype and emotion of traders. So in 5 years you'll probably find these last few months looking like a speed-bump in DILs SP growth.

[disc: not holding]

Fundamentals are best over the long term, technicals over short term imo

[winner69]

Another announcement

Another 10% on the shareprice

[SirPrize]

Wynyard partnership tackles gun crime
http://www.stuff.co.nz/business/industries/9628281/Wynyard-partnership-tackles-gun-crime

[Harvey Specter]

I love the way these guys communicate with the market. Even offering on their website the way this is used. Awesome!They are in the business of information analysis - reviewing large amounts of info and distilling it into what needs to be know. If you can find a terrorist amoung 1m emails, surely you can put out a easy to understand PR release ;)

[Nigel]

Another announcement

Another 10% on the shareprice

This is a tangible example of the value Wynyard's expertise can offer. Hopefully it will broaden people's view on the type of work they do, the markets they can work in and the kinds of solutions they can provide.

There was some profit-taking at the close on Friday. I'd expect us to quickly head back to 2.65 and then keep building from there.

Today's announcement will cause a few fence-sitters to get on board I think.

Huge future for these guys.

[sideburns66]

Today's announcement will cause a few fence-sitters to get on board I think.

Huge future for these guys.

I'm one of those fence sitters ;)

[brend]

$2.90 Boom

[Crow]

2.85 open. $3 break coming up. Wow

Gulp :eek2:

[fiasco]

Sellers getting chewed up

[LegendOfRiot]

When do you buy with this kind of uptrend?

[Xerof]

A round of applause should go to Milford for picking another wynner, just to balance the recent unwarranted criticism and scorn

discl: no wyn and no Milford connections in any shape or form

[000831]

Someone bought about one Million dollars at 2.88

[couta1]

When do you buy with this kind of uptrend?
Depends what you think the share price will be in a years time,wished I had bought when the price was $1.15ish but won't buy at these prices,the company's going to have to show some big revenue numbers to justify the current share price

[goldfish]

Agree, still looking good for more uptrend, could be a few more days left in it yet. Of course that could change, but looking good at the mo...
Picked up another small packet this morning.

[Crow]

Will be really interesting to see what happens when the Full Year results are announced next month. :cool:

[000831]

I have a feeling that it will reach $4.00 by this Jan.

[kyanar]

If only I'd bought more at $1.09 :(

[goldfish]

If only I'd bought more at $1.09 :(

Wish i had put the house and everything else i could on it at 1.09.

[Nigel]

Article in the Herald now:

http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11189191

And no doubt more commentary on various business reports (Newstalk ZB etc) later today.

Full steam ahead.

[SirPrize]

Aee you going to give us an assessment or analysis of why you have picked this number, or are we just going to get a steady ramp up every week?

You also haven't defended your position re the Chinese contracts after it was refuted on Friday. Care to explain?

I'm reading overbought and fully valued prices right now.

disc - holding, but probably not for much longer...

Not for much longer? I'd imagine this is one of those hold and forget for 5 years scenarios?

[winner69]

ASk the CEO of Wynnard anything today .... be in quick

NBR collating questions now

Maybe 000831 could ask how many $$$$$$$ associated with each announcement

http://www.nbr.co.nz/ask-Craig

[000831]

:t_up::t_up::t_up:, good good, hope he will make more announcements like today's one every week.

Ready to hold for two years. Targeted at $10.00 in the long run.

[Nigel]

The NBR session is another example of the great comms/PR coming out from Wynyard. Keep up the great work team!

[gv1]

:t_up::t_up::t_up:, good good, hope he will make more announcements like today's one every week.

Ready to hold for two years. Targeted at $10.00 in the long run.

Kiwi dips as China's problems in spotlight... could be for corrections soon.

[000831]

yeh, I like uptrend, but I am more love to see financial crisis. time to buy more at cheap price.

[000831]

Righto, never mind answering my questions (like hitting a brick wall). Opinion formed on you. Hope you can stay true to what you say when it goes down as well as up.

We will see more announcements coming soon

[Goldstein]

A round of applause should go to Milford for picking another wynner, just to balance the recent unwarranted criticism and scorn

discl: no wyn and no Milford connections in any shape or form

Indeed, a good investment strategy lately would have been to simply keep an eye on SSH notices containing the word Milford.

[kyanar]

$2.93 last - it doesn't seem to want to cross that $3.00 barrier!

[winner69]

Aee you going to give us an assessment or analysis of why you have picked this number, or are we just going to get a steady ramp up every week?

You also haven't defended your position re the Chinese contracts after it was refuted on Friday. Care to explain?

I'm reading overbought and fully valued prices right now.

disc - holding, but probably not for much longer...

That number 000somethng came up was 4 bucks

NBR today - Forsyth Barr analyst Blair Galpin told BusinessDesk. "Wynyard is part of the whole sector that's quite hot," and the shares could continue to rise up towards $4, Galpin said. "That's the sort of level people are talking about. There's still room to move in terms of how far it can go, who knows what these stocks might do."

So 000something on same wavelength as Forbar guru ....maybe 000something is a Forbsr guru

So 4 bucks it is

[000831]

That number 000somethng came up was 4 bucks

NBR today - Forsyth Barr analyst Blair Galpin told BusinessDesk. "Wynyard is part of the whole sector that's quite hot," and the shares could continue to rise up towards $4, Galpin said. "That's the sort of level people are talking about. There's still room to move in terms of how far it can go, who knows what these stocks might do."




So 000something on same wavelength as Forbar guru ....maybe 000something is a Forbsr guru

So 4 bucks it is

maybe $10 in two years period...........$4 just beginning

[SirPrize]

maybe $10 in two years period...........$4 just beginning

I agree with this. I'm def holding this one for a few years.

Over and out.

[000831]

but this Wed, the CEO will answer any questions, another 10% up !!!!!!!!!!

[alistair85]

but this Wed, the CEO will answer any questions, another 10% up !!!!!!!!!!

What document mentions the CEO will be answering questions on Wed? One would assume this should have a positive effect on the SP. Maybe still not too late to get in for a quick gain???

[winner69]

What document mentions the CEO will be answering questions on Wed? One would assume this should have a positive effect on the SP. Maybe still not too late to get in for a quick gain???

NBR

See earlier post for link to where you ask your question

[alistair85]

definitely having issues getting over that $3 mark. Can't decide whether getting in now is a good decision or not. What are the chances of the SP falling back a bit tomorrow?

[kyanar]

It's $2.90 now, which is the lowest it's been today and seems to be holding steady. That said, could drop further come closing?

[Nigel]

Article on stuff.co.nz:
http://www.stuff.co.nz/business/industries/9628281/Wynyard-partnership-tackles-gun-crime

From the article -
"Wynyard Group managing director Craig Richardson said the revenue-sharing partnership was further evidence for investors that his company could find global-scale advantages through partnerships. "
"Richardson said the British-based consultancy would provide sales leads across about 100 sites throughout the Americas, the Middle East and Southeast Asia "

[Nigel]

As well as an article in a little-known publication called the Wall Street Journal....
http://online.wsj.com/article/DN-CO-20140119-000757.html

These guys are making all the right moves, and getting all sorts of attention. Keep it coming :)

[fiasco]

Yip, definitely sound business sense. I'm holding tight onto this investment, not looking to exit 35% up on my holding.

[Nigel]

Yip, definitely sound business sense. I'm holding tight onto this investment, not looking to exit 35% up on my holding.

Forsyth Barr throwing the $4 figure around on NZ Herald: (http://www.nzherald.co.nz/technology/news/article.cfm?c_id=5&objectid=11189191)

The booming tech company's favourability has been likened to younger Palantir Technologies, the US-based intelligence gathering software developer, and is part of the security specialist tech stock in favour across all markets, Forsyth Barr analyst Blair Galpin said.

"Wynyard is part of the whole sector that's quite hot," and the shares could continue to rise up towards $4, Galpin said. "That's the sort of level people are talking about. There's still room to move in terms of how far it can go, who knows what these stocks might do."

[Crow]

Out @ $2.95, feeling way overcooked now. Will be back in when the hype calms down and we can get some solid new numbers in a revised forecast. Good on those holding long term, shes a keeper for sure this year ;)

So i read this - http://tiny.cc/arty9w

Then found this - http://www.forbes.com/sites/andygreenberg/2013/08/14/agent-of-intelligence-how-a-deviant-philosopher-built-palantir-a-cia-funded-data-mining-juggernaut/

and this - https://www.palantir.com/

Competition?

[Nigel]

So i read this - http://tiny.cc/arty9w

Then found this - http://www.forbes.com/sites/andygreenberg/2013/08/14/agent-of-intelligence-how-a-deviant-philosopher-built-palantir-a-cia-funded-data-mining-juggernaut/

and this - https://www.palantir.com/

Competition?


Great question for Wednesday's NBR chat! Palantir are valued at $5-8b!! Maybe a bigger threat to our long-term value aspirations is that they will come along and buy us out in the short-mid term.

[Crow]

Great question for Wednesday's NBR chat! Palantir are valued at $5-8b!! Maybe a bigger threat to our long-term value aspirations is that they will come along and buy us out in the short-mid term.

Glad you picked up on all those points. :t_up:

[000831]

Great question for Wednesday's NBR chat! Palantir are valued at $5-8b!! Maybe a bigger threat to our long-term value aspirations is that they will come along and buy us out in the short-mid term.


why not happy to see a takeover?

[Nigel]

why not happy to see a takeover?

Because we'd get a premium at the point of takeover, but lose out on making a whole lot more money over the longer term. With this type of company, I'd rather be part of the long term growth than get a quick (but smaller) gain.

I'm sure if Xero shareholders had been offered $2.50 a share when it was trading at $1.50, they would have thought it was a great deal. But they would have made 15 times that if the takeover didn't happen. (Not brilliantly worded but you get the idea)

[JohnnyTheHorse]

Out @ $2.95, feeling way overcooked now. Will be back in when the hype calms down and we can get some solid new numbers in a revised forecast. Good on those holding long term, shes a keeper for sure this year ;)

Good work Moosie, sounds like you've been having a fun few weeks ;). Big gap up at this stage of a run always rings alarm bells to me, usually indicates novice investors charging in (although announcements mix this up, but this run is well overcooked). The newies are good to help the smart traders get out. Closed below the open and formed a nice shooting star/gravestone doji, so odds are very high that she's downhill from here.

On a side note, bit of Hotcopper going on with one or two posters eh Moose?

[Goldstein]

Interesting Moosie and JTH. I would have thought WYN with that announcement and having already tested $3 once would be a time to buy rather than sell. It seems to depend on your perspective I guess.

I picked some up yesterday.

[000831]

another 10% for tomorrow CEO's chat, not selling now

[SirPrize]

Judging from today's chart - it does seem like it wants to keep going up.

[SirPrize]

Finally reached $3 - lets hope it doesn't fall back down again.

A reminder that Craig (CEO of Wynyard) will be answering user posted questions on nbr.co.nz today at 12pm - don't forget to ask your questions and tune in!

[Radler]

Only opened 1.7% above closing - thats terrible - where have the big leaps gone? :p

[Goldstein]

Check out the chart. Been using the upper Bollinger band as a springboard every day. That widening of them is MASSIVE!

Looks like some wiring I did a while ago wit the ends becoming frayed. Almost a bit meaningless at the moment.

[SirPrize]

Only opened 1.7% above closing - thats terrible - where have the big leaps gone? :p

The only way an opening above closing can be defined as terrible is if you didn't buy in or have since sold some time ago.

[SirPrize]

Check out the chart. Been using the upper Bollinger band as a springboard every day. That widening of them is MASSIVE!

So what's gonna happen next?

[SirPrize]

Looks like some wiring I did a while ago wit the ends becoming frayed. Almost a bit meaningless at the moment.

Noob question incoming - apologies in advance. What exactly is meaningless?

[Goldstein]

Noob question incoming - apologies in advance. What exactly is meaningless?

Moosie was referring to Bollinger bands and I think using the upper one to decide when to buy during the day.

At some point though that method may break down when the herd is stampeding.

[000831]

Tech sector up as index close to 5000, WYN is expected to stay over 3.2-3.3 by this week if index breaks through 5000.

[Nigel]

Here's a link for anyone who hasn't made it across to the NBR site to hear Craig answering questions from the public.

Great range of questions waiting for answers (everything from what's your connection to Palantir, to timing fo dividends/profitability, to rumours about Wynyards involvement in the Madeleine McCahn case and busting a an online sex ring!).

http://www.nbr.co.nz/ask-Craig

[Nigel]

It's a shame no-one asked about the contract rumour with the Chinese

"rumour"?? it's more than a rumour. at least, that's what I read on here, so it must be true.

disc: tongue firmly in cheek

[Harvey Specter]

It's a shame no-one asked about the contract rumour with the ChineseWe expected to be announced by now. Now who started that rumour?

[SirPrize]

The RiskTech100 (a report by Chartis Research and Accenture) compares the world’s most significant companies in the risk technology sector. On their measures Wynyard ranked 15 positions above Palantir. They compare companies and their software on measures of functionality, core technology, organizational strength, customer satisfaction, market presence and innovation. Wynyard scored better on all measures and matched Palantir on innovation.

Touchdown.

[enzed staffy]

Nearly choked on my sandwich when looking at lunchtime - $3.30!!
Someone liked the midday chat - must have a listen