Member Info for wyndrum

I have not got level 2 and I don't see much help in it but looking at the price movements today it "feels" that there is actually some support around the 170p level, inasmuch as buyers seem to come in rather than gamble on it going lower and instead moving up..

I am aware that is going to be...."Famous last words"

cash: it could be staff replacement.

(no idea which, but just no need to assume anything as the 2 options infer quite assumptions)

If only it were that simple.

The company will have fixed overheads including minimum staffing levels,

I would expect the cost cutting and overheads to have already been reduced as far as they can.

The poor TP reviews that are being highlighted here suggest that the staffing levels are too low (ot at least as low as possible) and may adversely be affecting sales.

You don't discount unless you have to so its not a case of reducing discounts and there is then some linear relationship to sales. They could cut discounts from 40% to 10% and then sell zero mattresses.

Again, this points to over supply in the market rather than anything else.

EVE have tried the "sleep wellness" angle as a USP so as to differentiate themselves so as to ultimately move away from like for like discounts.

However, selling through stores (like Dunelm & Argos) means those companies get a discount so they have a margin which as EVE wanted to be a pure internet play somewhat undermines their business model.

Clearly EVE are almost there, its just trying to find that sweet spot.....

just managed to get in on the 171p support as a a last top up.

Skippy, just bear in mind we have an even more major seller(s)

The sell off has been going on for over 2 months.

Yes it is the buyers pushing the price down and asking for ever lower prices, but the seller has to agree.

The demand is for lower entry points and the supply is prepared to match it.

oh no please... not this again.....

DGU from my pov I would want to see a hold and close above 2.3p to indicate a likely reversal is underway.

I wouldn't worry dai, its all BS (sorry guesswork), the SP takes care of itself when they go down to B&Q, buy the right size bloody drill bit and get the extension lead plugged in and actually you know,...start drilling......

Its ok dai, i know my way around P&L and balance sheets and use to run my own business right back in the day....

Dai, I have just this second increased my holding (nothing dramatic) at 10.82p on the basis there is weak support around 10.6p and this was close enough (for me).

Holding some in reserve if it does fall back to 9,95p

Hi D re: Scancell

"Off-topic but I mentioned scancell a few weeks ago. I notice they've gone to <14p from 21p. Glad I didn't buy but I think they are also waiting for news.)"

The "good" news is the RSI is 20, so its just about oversold (imo) and has stopped falling and is also on a support so if you were going to buy this could be allow.

Too early for a sign of a reversal with only the absence of further falls being a positive,

If you you thought it was worth a punt before, it looks a lot better value now?

Thanks D (and DGU),

ASs you may recall I have always been wary or reading too much into online reviews because of their veracity.

I am not sure if it helps posting these type of reviews here, as it gives the impression that it is the majority of customer experience rather than the exception?

I don't think the market will care by the way... they will just want to see the numbers in March.

The biggest headwind is (rising) costs I would assume, and they will be looking for further clarity and assurance on that front.

No I don't C3PO, its the only one I have ever done and I can't remember now why I did, but its funny that only response has been to say how "weird" I am, rather than comment on the point I was making that differing opinions might help people protect or improve their capital.

Pedro, here is an example perhaps: I posted this on the 21st of Dec and guess what, it was deleted (on what grounds I have no idea), but it was in response to some, what I thought were outlandish ideas for the lack of the LFT not being available:

"The most obvious explanation is the test itself is the problem.
Every country in the world has a red tape quagmire? that was not apparent when AS made the APAC comments? Plus govts can give EHUA and have, so red tape can and has been cut for other tests.
The test has been on sale for business use for 6 months globally but demand has not generated any further manufacturing capacity outside GAD (1m per month). why so little demand?
Every single govt in the world is so corrupt is another reason why its not been used, even though the pandemic
is bankrupting the those countries? That is about as conspiracy theoristy as you can get.
Has Medusa got 20m per month manufacturing capacity for the AVCT test? Do we know that for sure? If so why are they not advertising and selling it to business globally? How have they got TT done so quickly when ABDX can't?
What happened to poor and low income countries testing? This is when it is needed.
What happened to the Airlines/travel sector that was targeted?
The writing could not be any clearer.
Its the test that is the most likely problem.
It is either showing inconsistent results or so expensive as to be unsalable for large orders.
The world is short of LFT's and we have the best, and we are not selling any. AVCT itself is silent. Why, if not because of their product?
AS has form on going silent when there is a problem (bams/saliva)
How much circumstantial evidence do you need to conclude its the test and not everything and anything else?
And this is not a blame game.
If the individual believes the test is currently a non-starter then the next question is: Does the SP reflect that? If it does, hang tight as downside is limited. if not try and make a judgement how much is built in and then decide what you want to do.
Its not about being depressed or happy or keeping faith, its about reviewing investment decisions in light of the info available and making a stab at what is likely next. its about making your money work for you and improving your bank balance."

But carry on trying to subvert and discredit any other opinion you don't agree with.

D: Have you emailed EVE about these TP reviews that DGU unearths?

I only ask you as you I imagine are known at EVE and your positive and non-confrontational approach might elect a reply as to what if anything they are doing about it.

Does the delivery company recompense EVE for any mistakes they make for instance?

Don't know, but thought I would ask?

pedro, and its only your post as an example, but when you say , "You can draw your own conclusions and invest accordingly Riego or you can try and influence others which appears to be the route you have taken."

What do you think everyone else's post are then?

Is it pro AVCT posts that are just imparting opinion and information with no desire to influence and only posts that you and others don't agree with have a subversive undercurrent to them?

Is it possible at all, on this BB ever, to share different views in an amicable way and not forever try to discredit an alternative viewpoint claiming that the poster has ulterior motives?

Pedro, only because the posts were deleted. So no conspiracy theory, although its funny, some here can't stand some posters but then complain when they don't see any of their posts.....

Gracie, i think you will find your posts get deleted for either posting lies or abusive material, both of which are outside the guidelines of LSE.

Don't blame me for what you post.

well, it was more than 1 thread Zoom and if you had to pay to go the TW site then that's up to the individual. But if it breaks LSE rules then just delete the post itself and not the thread?

but I noticed Truants threads (2, I think )were deleted yesterday.

One where he openly says he has shorted the stock with a 30p target and stated he would not close out at any high price because he was so sure of the fall, and me saying the polar opposite where i expected the SP to appreciate by another 25% from where it is now.

I t might have been an interesting thread over the coming days to see how the price unfolded.

what seems to be missing on this BB is the allowance of any discussion on maintaining capital and understanding risk etc.

The threads in question seemed to get boiled down to: If you hold AVCT shares you are a saint and if you sell them you are Scum that should burn in hell. (God knows where you fit in if you are just thinking of selling....A pretty heinous thought crime I s'pose?)

recently a couple of threads threads are being deleted simply because a polite discussion will not be tolerated by others here.

These different view points may enlighten some but by cancelling them out you do no one a service.

"You" are deciding who should read what and at the same time "you" are deciding if it is helpful or not to others.

I am not sure who "you" think "you" are to make these decisions.

Still, let the echo chamber remain intact.