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Share Name Share Symbol Market Type Share ISIN Share Description
Naked Wines Plc LSE:WINE London Ordinary Share GB00B021F836 ORD 7.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 475.00 475.00 477.00 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 202.9 -5.4 11.3 42.0 346

Naked Wines Share Discussion Threads

Showing 3176 to 3195 of 3200 messages
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DateSubjectAuthorDiscuss
21/9/2020
14:40
Good bet if people are going to end up stuck indoors again
alphabeta4
14/9/2020
20:06
Hi all, My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes WINE. We also chatted about loads of other Stocks and the outlook for Markets as we move to what can often be a rocky time of the year. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 31) and you can find it on Soundcloud at the link below. I hope you enjoy it and find it useful, Cheers, WD @wheeliedealer hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-31-winning-stocks-asc-avct-fdev-tsla-wine-futr-ggp-pfd-fevr
thewheeliedealer
02/9/2020
11:21
Interesting how the directors keep adding, presumably far enough away from the next update to be allowed to deal but still a good sign that they're confident in how business is going.
alphabeta4
08/8/2020
09:19
Yes. Currently they are re-investing all their profits into marketing i.e future growth. Which is exactly what you want them to do. They also report a standstill EBIT number (and explain how they calculate it) which shows what profits would be if they did not re-invest into growth. Finally market is catching on to this undervalued company
djokovic1
07/8/2020
13:42
Any sign of any profit?
lindowcross
10/7/2020
08:48
It's funny, I'm a bit different - in the supermarket I don't really know what's new that's worth trying (and am conscious I'm not supposed to be touching the bottles). I would also feel a bit of a tool browsing the section for over 20 mins to select half a dozen plus when I can just do this instead at home at leisure with reviews at hand and more detail than simply that on a wine label. Also, right now I'm spending far less going out so the £20 bottle I might have tried out before makes £8 in comparison a bit of a cheap treat especially whilst the weather is still mostly nice and me and the Mrs can chill in the garden. I joined up during Covid and am currently enjoying the change. Personally my orders might drop off a bit if I start going out more but for now I'm quite happy learning about a few new wines and relaxing at home.
alphabeta4
01/7/2020
10:20
So as an Angel I can buy a case of 12 reds for £105 including free of charge delivery. That works out at £8.75 average per bottle. It's not a bad price, but if I walked into Waitrose/Tesco/Aldi etc with a budget of £8.75 per bottle you could also buy some very nice wine. I think the Angel price is not bad and includes a slight discount and see the point about cutting out the middle men. For me this is obviously a lifestyle investment and they rely on customer apathy and not cancelling the subscription. Crunch time comes if you withdraw the cash or splurge it on wine. I have to admit, I quite like the idea of going into my local wine shop or even supermarket with £105 to spend on wine and handling the bottles etc. and making my selection. What is nice about Naked Wines is that perhaps the wines are from smaller producers and more boutiquey. This may not necessarily mean they taste any nicer, but it's a nice backstory to have when you're enjoying a tipple with friends! I like the concept and sentiment here but for me the jury's out as to whether it represents value. Still,always nice to tuck money away from the missus to have available for me leisure! I may withdraw it and top up my online poker account!
pinemartin9
30/6/2020
17:49
Fair questions Pinemartin. Re. Value for money: They have a slide in their latest presentation that highlights their value proposition (this is specific for the US, which is their biggest opportunity). Its data from Vivino and it shows that they are significantly better value by offering the same quality wine at much cheaper prices which they can do as they cut out the middleman. My experience as an angel has been great. Re. retention: I have been surprised by their strong retention in their cohorts even pre-covid. They have this information in their presentation. Of course Covid has given a short term bump in subscribers at very low acquisition cost. It is unknown how many of these will stick but Naked says initial indications of repeat buying by this cohort is positive. (Note: I found Naked share price cheap even before Covid and have been invested in it pre-Covid) Re. competition: They are the largest online DTC provider in the US. So they are ahead of competition and benefit from larger scale. They also have a lot of excess cash from the sale of Majestic that they can deploy which other players dont have
djokovic1
30/6/2020
16:28
The Naked Angels thing is where you have a direct debit and build up an account. They are banking on people then staying with them. I became an Angel for the first time in lock down after purchasing a new handle for my washing machine from espares and receiving a voucher. I bought a case to send to my brother who was then unemployed as a present. I was auto enrolled in the Angel scheme for the amount I set which was £20 (the min amount). They top this up with a tenner which you can use towards wine. I now have £50 in my account. Either I will splurge it on wine when it builds up or I will withdraw it (less the tenner they gave me). I'm inclined to withdraw it to be honest in the future because I could probably buy a lot cheaper win from the supermarket! Alternatively, I'll withdraw it and top up my spread betting account! There must be a lot of people like me. Would I call myself a customer/member - no. Because apart from the cheapo offer case I haven't spent anything with them. You only become a customer when you are actively spending with them IMO. Is there also a risk they sign up people and then people decide they all want their cash back at the same time!? They need to get people to spend more and stay as an Angel for longer. Retention needs to outweigh people leaving and they need to be constantly signing up new members. Also, what about other businesses offering the same? Wind clubs are not new.
pinemartin9
30/6/2020
15:53
Isn't that what they said about Wirecard? Retail buyers of wine - like me - are notoriously fickle. If Naked offers a discounted case of wine, I might well go for it. Then I become a "new customer" and show up in the figures and turnover. But it doesn't mean I'll stay with them through thick and thin. Why would I when I can pop down to Morrisons and buy similar quality wines at a better price?
lindowcross
30/6/2020
09:06
Lindow you have to do the work to understand the economics of this business which reveals that it is still very cheap with a huge TAM to attack
djokovic1
30/6/2020
08:01
Double top anyone?
pinemartin9
26/6/2020
17:05
Turnover is vanity, profit is sanity. Be warned.
lindowcross
24/6/2020
14:52
Amazing results, IC very simply their LTV to CAC is 4x (currently 5x+ due to covid. They get a payback of 2.5x in 5 years 50% IRR! You don't see profits right now as all the profits are being invested in new customers acquisition. Which is what you want to see, the business re-investing in their highest return opportunities.
djokovic1
24/6/2020
09:06
If you compare H1 to H2 £28m extra revenue made £6.1m extra adj profit (c21.7% margin). Theoretically that would mean in a blue sky case 81% revenue increase sustained would be £367m, £132m above Sharecast who have revenue at £235m for the year. £132m x 0.217 = £28.644m. At a tax rate of say 20% is £22.91m. Sharecast have eps for 2021 of 2.65p, so that becomes 34.08p (2.65p + 22.91/72.88m shares). So has the potential to transform the forecasts depending on how much sticks.
alphabeta4
24/6/2020
06:49
FY numbers aren't great however first 2 months of FY21 are eye catching at +81%.
tallprawn
04/6/2020
08:49
You called it Aleks! in hindsight looking at the graph now it was obvious it had come too far too quick.
pinemartin9
02/6/2020
14:38
Aleks - interesting about a short. Why can't it go higher?
pinemartin9
29/5/2020
19:05
So chaps nice ride but now the tide is turning out of home wine buying and consumption will be back as pubs and restaurants open in Europe and America. Comments from management suggest latest buying frenzy started after the lockdowns so this hype is not sustainable. I think soon it will be a nice short.
aleks_atanasov
09/4/2020
07:46
Good update today
andyview
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