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Best comment in the release was how the demand increased from the number of people setting up spare bedrooms and key workers sleeping separately to self isolate while working. This will have had a very positive impact on sales. looking forward to the 22nd when we get the update as it should set in motion a re-rate of the business market capitalisation that is negative 3.5m once you remove the cash. if the update is positive and cashburn is still at 100k a month or less then we should be a serious re-rate, in my view, to 2.5p. Depending on the forward expectations we could see Eve climbing confidenntly.
Watched the interview, can't see any surprises coming. She thinks keeping money in the bank is key, which I deduce as she expects lower sales going forward which she already stated in the last update. Made references to good/strong sales of Toppers and Pillows but not actually mattresses. May be a bounce when she reports, may be a bit flat and a small sell off... I don't know, obviously she could divulge market moving news, but I thought she was quite low key for the expectations of the next 12-18 months. (Which at this time is not unreasonable I think, so no criticism there from me)
Anyway GLA but I think this will be, after all the wait here and expectation, perhaps a little bit of a damp squib?
Hedge, seen your comments elsewhere today. Things are looking-up all round I think
I'd suggest she taked no sh:t. Quirky, motivated and Eve's :-)
She's very assured, seems extremely capable. I hope she doesn't get pinched too quickly.
Cant't be many PLC CEOs with tattoos. Very good!
I think I should double up at 2.5p.
She's quite a unique character. Seems very savvy too. Inspires confidence.
An interesting insight into the business. Sounds like they have performed well "Pillow promo went nuts!"
https://www.creativebrief.com/news/brand-121s-cheryl-calverley-cmo-eve-sleep