What podcasts say about Naked Wines
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Naked Wines
8 statements · 8 negative
Naked Wines has no clear path out of its profitability and capital problems.
“I struggle unfortunately to see the way out.”
Open the episode · IC031 Profit Warnings – Nvidia's Growth, Buffett's Triumph, H&T Group, Focusrite, Aquis Exchange & Much MoreListen at 23:22
Naked Wines would be heavily indebted if angel subscribers withdrew their funds.
“If all of them said, no, we've had enough, we want out, they'd be heavily indebted.”
Open the episode · IC031 Profit Warnings – Nvidia's Growth, Buffett's Triumph, H&T Group, Focusrite, Aquis Exchange & Much MoreListen at 24:23
Naked Wines faces a very difficult turnaround.
“I struggle to really see a way out. And good luck to management if they can work this one through.”
Open the episode · IC031 Profit Warnings – Nvidia's Growth, Buffett's Triumph, H&T Group, Focusrite, Aquis Exchange & Much MoreListen at 24:57
Naked Wines’ online-only retail model remains questionable.
“we still question an online-only wine retailer like this”
Open the episode · IC019 Investor's Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & BloomsburyListen at 18:06
Simultaneous customer withdrawals could leave Naked Wines without cash.
“Everybody starts doing that broadly at the same time. Naked's going to find itself out of cash.”
Open the episode · IC019 Investor's Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & BloomsburyListen at 19:19
Excluding customer advances, Naked Wines would have approximately $60 million net debt.
“you're in suddenly a net debt of $60 million compared with a net cash of $20 million.”
Open the episode · IC019 Investor's Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & BloomsburyListen at 20:13
Naked Wines’ online-only standard-product business model may not work effectively.
“we remain unconvinced that the business model, an online wine retailer, online only like this, of standard product can work effectively.”
Open the episode · IC019 Investor's Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & BloomsburyListen at 20:30
Naked Wines’ customer-acquisition costs are high relative to customer retention potential.
“The cost of acquiring a customer is so high relative to the potential retention of that customer.”
Open the episode · IC019 Investor's Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & BloomsburyListen at 20:38
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.