Member Info for wyndrum

I take your point Al, but shareholder had already been destroyed a long time before these results.
It was clear when they became an IP only company that revenue would change. This delay is at best frustrating but I imagine for those that have bought in and around these levels that the waiting game continues.
Its either a slo-mo car crash or a rev up to a m,lti bagger and only time will tell. You pays your money and all that....

well, more waiting... on the other hand, it looks as though everything is in place but has been put back 3-6 months due to covid. Is it an excuse? I don't know but I don't think so, it seems fair to me. The most important thing right now is cash burn and that seems to be ok relative to these new projected time scales, but any further delays of income and it gets very tight, which is going to worry some.
So a bit of volatility today I imagine to the downside but it may come back after the presentation at 4:30 later in the week.
Still one to tuck away and revisit in 6 months I guess.

I'm only posting because I will likely buy back in at some stage.... but.... imo Do not buy eve based on a soft toy or a sleep spray, or a hot water bottle.
There biggest selling item is a hybrid mattress..... What does that tell you.....?
Some posters think the share is being shorted... Why would you short Eve, if they should be 10p? Brokers make money on the spread, and god knows the spread is fine here...
The rise from 1.2p to give or take 5p in 3 months is fantastic. The next leg up beyond 7p will be profit driven.
My previous early (some would say neggo) reservations apply at this price except that eve seem far more stable now and crucially have time to develop other revenue streams and a gradual re-introduction of advertising spend to drive sales. And in the on-line mkt you cannot avoid this.
They still need to tread carefully but as of today good progress thus far and the SP seems to me about right.
By all means buy now but its still a risk and at best now a long term (12-24 month) play based on CC's update.
(The only criticism I have is the 3rd of sept "above expectations" RNS: it really wasn't all that compared to the actual update , and I think it really sucked out the oxygen of any immediate momentum. The only caveat to that and being far too clever for my own good, is that it allows a stake builder to carry on at half the price it could have been...maybe.... but that's just my latest conspiracy theory...) Anyway, the market is usually right....

Nick: fun? really..? My god if that's your idea of fun you are pass the point of saving...……..
Fun is doing something you enjoy, exploring new places, seeing people you like, not guessing pointlessly the closing SP of a stock that did not move 1% all day and still be wrong.....
I'm not grumpy by the way I just think my expectations in life generally and this board specifically might just be a tad higher than yours....

be fair Surfie, not as bad as "10p next stop" …..

Shut your eyes surfie...
My apologies, the top I was looking at is 6.42p not 7p therefore the drop would be "forecast"to about 3.4p not 3p as I said previously.

I don't know about other news Smeeno, but I do hope its upbeat. Enough money to "easily" get through the nrxt 6 months, better than expected revenue to come through next year... you know, that sort of, share price moving stuff....

Hi CE, well a bit late now to buy back in based on the spread Ha ha..... but still.... Wow, the last update said revenue would start late this year, so after all the false dawns, we are just about potentially start to kick off with actual revenue or at the very least a confirmation that money will at last start to come in very soon and a week before that you sell... I still can't get my head around that!! ;0))
(obviously the other alternative is that it is a poor update but boring it won't be whichever way it goes....)

I agree Jimmy, which as I said previously, if nothing on this BB should influence peoples decisions you do wonder the point of it is then

Anyway, goodbye and good luck.

Wow! you sold because the stock was boring less than a week before probably the most important update the company has ever produced?

I could understand if you were nervous and wanted to bank the profit but to do this because you are bored having waited this long seems a bit bizarre!

Hi Jimmy, you may well be correct but as you say to think anybody here, even pp with her £1m investment, influences the SP is so ridiculous as to be off the chart non-sensical. There are about 1.3b shares in issue. The whole of this board all selling at once would not move the dial at all!!

it occurs to me that very little discussion actually happens on these BB's. Lots of general quote and links on related and sometimes Boo-specific items but that's about it.
yesterday pointless exchange between me and bricks simply highlights this. Lets assume I was completely wrong to use the Price earning ratio in trying to gauge Boo's valuation and that a the PER metric in growth companies does not apply. Ok, if bricks had explained why that was so that would have been helpful, then the conversation could have gone on to be.. How do you value then growth companies, when do you decide a growth company stops being a growth company and different metrics should be used?
Surely it is only through the back and forth that we all get to learn something.
But if anybody reads the thread Bricks thought the idea so ludicrous that he refused to even discuss it.
I could not get PP to discus her reasoning on why boo should be held for 20 years (other than an unsupported glib response). I have asked KK a straight forward question (just asking her opinion and thoughts) on Boo right now, but no reply.
Its a real shame as the potential for these forums to be of use is clearly there but for reasons I can't fathom, ignored.

KK, so why do you think the Sp is stuck?

Hmmm... EVE is perilously close to forming a Double Top price pattern. The "rule" is that if the SP falls below the nadir of the two peaks it will fall further by at least the same amount. This low is 5p (where the share price is very close to now), with the 2 tops being 7p. Therefore if the Sp closes below 5p today it is likely to go to 3p...…. (now that would be a buy in opportunity...)

well it looks KK, as though the market sees fair value at around this price.
I find that surprising and maybe next week there will be a bit of a shift on, but I don't know I am now doubtful that the SP will move that much before the results now.
I can only conclude that the slavery issue that we have all been so quick to dismiss to Boo's fortunes is perhaps more significant after all?

obviously I have lost the ability to communicate.
I did not mean to infer they did it for free, simply that if boo stop being "trendy" they won't advertise their clothes. Clearly they do it for money right up until another fashionable brand new or old comes along and offers them more...Like I said they need each other right up until they don't. And that could happen any time and for a variety of reasons.
That's all I was saying..
And I don't even know why this contentious? Boo is fast FASHION, the definition of fashion is that it is a short term thing....
Boo's trick will be to sustain itself as continually fashionable. But the longer that goes on the harder it becomes.
But right now everything is ok I think

Steve, "They pay them a shed ton, so don't see this going anywhere while the money is still flowing to them."

None of these celebs is that short of money plus if its just money then another brand could offer to pay them more... Its a symbiotic relationship. The celebs are trendy. Boo supply trendy clothes....once that relationship is broken, maybe Boo isn't the coolest cat in school, they will move on?
There is no evidence that this is about to happen but it strikes me as quite a fragile pillar of the boo business model.

Bricks, for goodness sake I did not remotely say that boo Should be valued at 80p!!!!! re read the thread where I came in. I keep banging on that Boo is a growth stock! All I was pointing out is that at some stage growth stocks stop being growth stocks and the PER will fall in line with that. As an example to show how highly valued Boo is at present I used Next as an example. Jeeze its hard work here.
And I'm not a grumpy sod, I was simply offering up a reason as to why boo seems to be flat over the last week or two in light of increasing evidence that any online stock is going mental.
We could have a discussion on the pros and cons, how long do we think it will last, what do we see as a realistic valuation on various growth scenario's, you know stuff that might have revealed some sort of an insight, who knows.
Except now all I know is that you don't think a growth stock can be valued in which case how do you know if boo is under or over valued?

CNTU, (choice name)…
At some point it will be relevant. It always is. A point that clearly I could not get across to bricks.
All companies are valued on their future earnings including growth stocks. The PER is far greater on them because they are going to have much faster earnings. At some stage the growth slows down and so does the PER rating. It realy is not that complicated. The tricky bit is the timing.
All growth stocks have an element of the "Emperors New Clothes" about them and while they continue to exceed expectations belief is suspended. (Why do you think Boo keeps saying "25% growth expected" when we all know it will close to double that?)

you do realise bricks that i have given you every opportunity to flesh out your point of view and you have not answered a single question. You think the PER is too low what should it be, and why? Does boo have the same barriers to entry as other hi tech stock. what rate of growth do you expect from Boo over the next, I dunno 5 years?
I brought out to show the huge difference in valuations on 2 companies broadly in the same industry with good on line presence, the difference one being more established than the other. Is that likely Boo's ultimate destination?
(And I don't know why you think i was being hysterical in posing the questions by the way)