Member Info for wyndrum

I'm not sure the market has quite absorbed this info: The technology is actually being sold via machines to customers. There is now a revenue stream, (however small), and its big blue chip customers to boot. Bought more yesterday on the news. Chartwise could move quickly to 4p (just my opinion)

when valuing a company like Eve which has been until very recently loss making is that the cash in the bank is a very short term and diminishing asset. So as an example to demonstrate this, what might be valued at 3p today, if the company's is losing money, that valuation based on cash burn in a months time, might be 2p, so why would you buy now? This is why the update this week is critical. There needs to be demonstrable evidence that the business model can be profitable. Once that is proved then the shares can and will be re-rated.

Hi FK, yep, 250p gave way at last, it might come back down to retest it as a floor, and if it does then that's an opportunity to buy again. (The market is often quite patient in allowing buyers to get in at better prices.) However its has played around a few times recently at going through 250p and then coming back, so the ship may have sailed. However if 320p ish is the next target then there is still good profits to be made from these levels. Personally in the next 12 months I expect to go to all time highs of 380p plus. If anybody has been reading these exchanges and felt like buying but didn't, then the lesson with all stock picking is, you have to pull the trigger. You can't be paralyzed by inaction. If the stock hits a price where you had mentally decided to buy and when it does you then think, "ooh, it might go a bit lower, i'll hang on" then in my experience you will miss the chance to make better margins. And that's important, because obviously you have instances where it does not work out and you loose on the trade so you need to make it where you can. Just my opinion.

The money raised on the share issue removed the fear of imminent closure, hence the game changing move on the SP, however the next step is to try and value the share. If 20% more shares are in now in issue the all time high of approx. 2000p now drops to 1600p, given this year has already gone and is a bust that leaves a revaluation. somewhere between this price and 1200p over the next 12 months looks about right. (expecting a quick recovery is possible but unlikely as the level of redundancies within the UK workforce coupled with invariably higher taxes is going to restrict demand going forward. Still potential upside here but the downside case is that countries continue with regulations that make it difficult or expensive to resume normal flights for longer than is expected at the moment (For instance there seems to be a feeling that by July/August it will be pretty much ok to travel.) What if that does not happen and its pushed back till march 2021?
At present this govt does not seem to care about the cost of companies going bust, wither individually or to the greater , wider health of the economy, it is simply interested in "saving" the NHS.

the 250p is acting as relatively strong resistance. its midway pretty much on the RSI indicating its neither over or undersold which just means that there is plenty of latitude for buyers or sellers to move the stock without triggering a bounce after that (potential) move. So, where are we? Well I always figure if a share ain't going up its going down, so the longer its stays at this level the more likely it will retreat back into the trading range. If all this sounds equivocal it is, because charts are only an odds game, nothing is certain. But more chance of retreat than further upwards move at this juncture, (on the other hand.......)

In that interview, imo reading between the lines, she is laying the groundwork for a beating of market expectations next week.
...Inches rather than yards, ... real momentum...She is saying what she wants to happen but if she reports a simple no worse than we were before, or holding pattern situation that will be seen as negative in relation the breakeven in Q4 result. Hence I think she lowers expectations now to be able to be more upbeat officially at the company meeting. (well, it makes sense to me....)

Great rises over the last few days or so but be careful. There seems to be a consensus forming the t the govt has been very poor over all aspects of the crisis. There is a growing clamour that without the track and trace app that the UK could see a return to increasing infections. That might, might, mean other countries won't take UK tourists. Or worse case the LD continues or is re-instated. I would be inclined to cash in on some profits. just my opinion.

I see what you are saying on your resistance points but they are going back quite a long time (oct) personally I see a move up to 320p but as always, it will never be a straight line. Anyway, so far so good.

Well, it tried twice and failed to go higher than 250p so that's the next step. I agree the price swings are larger on this stock than many which makes stops harder to calculate. Anyway we will see. its just an odds game

Also on chart basis if it can break through 236p (and its not a particularly tough resistance point) it should go to challenge 250p. If 250p goes then its a sizeable price breakout, and given the volatility of this stock I imaging in those circumstances it will move dramatically. So only my opinion, but 237-240 would be a good entry point as 236p would become a floor with an assault on 250p most likely

as Eve are low down on store exposure they score being internet based. Although many furloughed their living expenses may have actually fallen due to no travel expenses, cancelled holidays (windfall?) no going out to eat, pub, or cinema. As long as Eve are still making mattresses I would expect their to be a positive update on the 29th beyond market expectations.

How can holidays take place before pubs and restaurants are allowed to open? odd?

Expecting a boost in the manufacture of commercial planes and engines is unlikely as there will be a surfeit of stock for a while. However the govt is in such a hole that it may now (through necessity for the economy), ramp up spending on defence for 2 reasons, one obviously keep RR in business and the other due to us leaving the EU that it wants to develop further the UK as an Arms manufacturer so as to have a genuine base of high tech exports globally in a way that it has not done before by having to share out bidding for international contracts with EU

The latest Bond film features an omega Seamaster specifically made for the film. its priced at approx. £7k on the wosg website and will attract a lot of buyers i'm sure. This relatively high level of disposable income product rarely sees long dips in trade and I think stock at around these levels could be 50-10% higher in 12 months. (I only mention the Omega as rolex has typically longer lead times)

While your anecdotal evidence may be correct that many more have already had CV its fairly irrelevant to DTG. What matters is the govt restrictions that will be in place on peoples movement. What if its a 2 week quarantine when entering a country? All of this at some stage will be resolved but when, and that timing is the 64 million dollar question.

If the "new normal" does anything to reduce the current business model of airlines then prices will have to go up, that in turn will reduce numbers flying and going on holiday. If you think nothing will change and that the world will go back exactly as it was before, then that's fine, but the next question you have to ask is when will that be, when you have decided that answer you then have to look and see has DTG got sufficient cash to meet your hypothesis. I still think its far too early and risky to look at tourism as a sector to invest in.

Also, it seems to me now with the over subscribed placing, it reduces a great deal of short term risk to the company and would suggest that there is now sufficient time for the revenue stream to come in before cash in the company runs out. The case imo to buy shares now is very compelling. Moreover if the company is successful and makes substantial profits that this technology promises then a dividend should follow reasonably soon after. It could easily be above a 1p per share. The opportunity here is huge with what seems to me to a much lower risk than last week... (just my opinion.)

Its likely that there will be some selling off, its natural to take the profit, but also there are not that many opportunities to get hold of a (potential) multi bagger. (it happens often enough but its hard for an individual to be at the right place at the right time to take advantage. a bit like winning the lottery, it happens every week but only to one person at a time and tends to be only once in a lifetime). So, I guess a lot of the buys in the placing will have been small say £500-£1000. and a 100% gain is lovely and as I say I am sure some will take it but, if they believe a multi bagger plus is possible (which is why I guess they bought in in the first place), then they will want to stay in for the, once in a lifetime, ride. Anyway, we'll see,

just about any construction company will do over the next 12 months as the only way out of this mess is even more govt infrastructure spending beyond what has already been announced. Kier are obviously the highest risk because of the fear that they could fold as a PLC, however if they dodge that bullet then they have the greatest potential for gain. The bigger the risk the bigger the prize.....

So how far apart will the sun beds be? how do get your food from the buffet counters? how do you get a drink from a bar? It can all be done but it trashes occupancy and therefor the economic model of tourist hotels. what do you do when you test people getting onto a plane that suddenly have a temperature ? They are not allowed to travel and then what does the expectant hotel do? who pays?. Its a nightmare. Be very careful. The economic fallout is only just starting to be reported, let alone experienced. This is no V shaped crash.

I think you are right, the home DIY needs a shot in the arm so this will obviously help but Screwfix is where the money is because it sells to the building trade which is going to be ramped up further as construction through both UK and European govt spending, is going to be the only way out of this mess. And, what is easily missed is that Europe is already starting to go back to work so the international arm is already seeing better sales. This is indeed a very good recovery play and a bid at these levels could also be attractive to bigger players.