Member Info for wyndrum

the bull argument here convinced me to get back in, so I did last week, and increased my stake further this morning

I wonder if this is it! Chart suggest it is as its a break out. 1.75p looking now as a minimum, How exciting!

So, almost there, Is there a feeling of excitement or nervousness, or not really bothered? Will this statement be the one, or just a small (ish) step in a much longer journey? What's the vibe here?

Welcome Bez, to the "fear& greed" emotional rollercoaster!! Roll up, Roll up, get your ticket while you can....

well, if you are right Simms then CC is the best person with her experience to keep an eagle eye on it and respond accordingly.

I forgot to add that this must be an extremely opportune moment to buy/top up because its difficult now to see why it would fall in any size from here... (famous last words..... i've taken my own advice anyway....)

That I think is a big deal MM, clearly they believe the tech is coming to market. There must be a good chance it will get bought out as soon as either legislation is passed or the money starts to roll in. 6-10p take out maybe? It will depend as ever on profit forecasts but I can't see this one being left to its own career path...

the cost of the test is I think not so relative if its highly reliable and quick, because the govt will subsidise it if its too much for the public to bear and use as is necessary

you do all realise nothing has changed. Demand is still there. Globally Do you think BooHoo are the only mass garment supplier that may have used or is using 3rd party sweat shops? How naïve can you possibly be? If it was worth buying at 400p plus per share its just cheaper now. more brands added, more brands likely to be added.
never mind the morals of any of this, the only thing that talks is money, it was ever thus.

starting to firm up as a resistance point. It will be good to see get past this

so much for a stable SP!

the challenge for EVE is to get to a critical mass of sales. As I have said before it is very expensive to be an online company. The cost you pay to the googles of this world is basically extortionate so EVE will have cut back on that aspect as well as working much harder on review sites because , as can be seen even on this board, there is a willingness to believe that these reviews are genuine, so its free advertising, which if you come from a marketing background is very tempting.
CC obviously recognises this and wants to build the brand image because that's the way you get to and beyond breakeven with sales without having to effectively "buy" the business through advertising which is the recent history.

That's why its "inches not yards". So Eve is still going uphill, but once the profit starts then it should accelerate disproportionately.. The one area I know little of, but a bit, is the French market. again, very disjointed and ripe for a big brand to overwhelm many, many smaller suppliers. I would like to hear more about how EVE are doing there and am encouraged that they recognised that market initially and when the pullback came, stayed with a presence in France.
If June (and maybe May,) actually traded profitably with no caveats, then that would be a substantial, substantial goal achieved.

Well, I took my own advice as it were, and bought another slug at 118p. I think by the end of September it should be pretty clear as to what is going in several areas of their research

I hope so DG, because it would be helpful to actually have numbers to, if not crunch, then at least get a feel for the sense of travel

I have found the much more stable SP reassuring. Previously the 10% swings on a such small stock were to me unsettling even allowing for the nature of this type of stock.
It suggests that the churn is slowing down to more "typical" levels and that this more stable price outlook should encourage more people to buy at these level while waiting for the news cycle to run its course,

you all know my views on trustpilot and remember, over the last 2 years EVE has sacrificed sales turnover (ie selling less beds) as a result of a drastic reduction in marketing spend. So I think it odd that there are more reviews than ever on reducing sales.....

The sort that gets you a £100m contract....

Hi Simms, there is nothing to suggest that EVE would/should be valued comfortably at £10m. All it has ever done is lose money and at one stage looked to be going bust any day. The good news is that losses are now relatively small with more than adequate funds to allow time for a proper recovery to take place. And in that scenario the last 6-12 months have been very successful. So, thus far at the sake of sales revenue, a much tighter financial regime has been installed. Can this be tipped over into profitability? Maybe, possibly, but due to the virus, and that's just bad luck, future sales predictions are impossible to make and the market does not like uncertainty so I am not expecting any fireworks. But hey, CC could come out all guns blazing and if she does then great, but it won't be on the back of what has so recently been communicated from EVE to the markets. But that's what makes this such a fun game!
I think the Woodford element for the artificially low SP is not justified. If demand was there for the stock then they would have been snapped up in and around these prices weeks and weeks ago.
Don't take these as tips but I have quite a holding in XSG which I have been adding to over the months as this is one stock that has great potential but I can't time when (or if) the big move will come, although I think this year will see good progress.
I got into BOO only yesterday because money talks and the current news will be forgotten sooner rather than later and they will be on the acquisitions trail with their cash pile so growth is likely to remain strong, so it looks a good entry point.
AVCT again seem to have huge potential and that is my current biggest holding and I think I will know by September if that is going to fulfil expectations. And I still like Halfords and although they disappointed the market last week with their results, my continual topping up has brought breakeven down to 8% away so I am quite relaxed as I think they will get to 177p in the not too distant future. And the one stock that I am probably emotionally attached too is Fevertree because I have made so much on it over the years in and out that I never like to be too far away form it.
Which gets me back to EVE, when/if I do buy back in it will be through a genuine expectation of success rather than a hope and I will subsequently put in a much larger buy than I currently have done up to now.

Hi Simms, not agonising exactly but certainly trying to figure it out. I am quite risk adverse. its not that I won't take a punt but I need (like we all do) a logical reasoned rationale as to why to buy now.
I have mentioned before but time is the critical element. I can't afford to waste a year, say, of a share going nowhere. (it can happen of course), but there are so many opportunities out there for quicker gains. Some stocks are potentially worth the wait, but this is not one of them in my view. Some stocks are just waiting for an RNS to come out at any undisclosed time that would transform them. EVE is not one of them.
I would have a markedly different view if this update was 6 months away from the last one because a lot can happen in that time so good news would have a bigger effect on the SP, but its just 6 weeks since the last one and can't see for the life of me why this is the update to set the price shooting up or leading to any dramatic re-rate of the company.

Of course it is Tony, because you have access to this inside info, don't you