Member Info for Bermondsey

Re trading update . Only a month has passed since we had a TU so it's unlikely to show much progress since then. My take is it will consolidate what we know from the TUs released in 2021, maybe they'll confirm cash position in addition. I'm not expecting fireworks on that front. They've mentioned becoming profitable in 2022 a number of times, a statement that must lose effect each time you say it without tangible evidence. It feels to me like value won't be realised until we get a statement that says we've made a profit rather than we want to make a profit. 12 months from now But? What do I know, we hit 9p on a whiff of cbd and I kept hold. Hindsight would say poor trading / investment strategy.

Someone is filling their boots. Plenty of 10k trades over the last week or so

If I type eve sleep cbd into Google eve doesn't show up in the top 10 results. A search for cbd on eve site brings up nothing... I'm interested in the cbd range. I see myself as a liberal type and don't in any way think this product diminishes the brand, something others have expressed concerns about. I think we should legalise thc, collect the taxes, regulated the product and stop it being sold by kids on street corners but that is a debate for a different forum.

They are Next as well DG thats new to me

Wontogo I don't think your accounting is correct. unsold inventory will be recorded on the BS at year end. mattress costs hit the p&l when sold.

We absolutely need to take advantage of any weakness in the uk market. I work in Victoria and the devastation caused by the pandemic is there to see in the available food units. There must be some bargian properties up for rent, the right ones of course. I think there is probably some nervousness about a winter lockdown, or at least restrictions that would impact leisure / entertainment industry. I think we've got a great BS to weather another storm. I'm interested to hear how hard they have been pushing online sales, they seem key to getting us through the pandemic... I still haven't eaten in one of the restaurants.

https://www.moodiedavittreport.com/a-world-class-dining-experience-hmshost-and-qatar-airways-group-strike-seven-year-joint-venture-at-hamad-international-airport/

Ditto DG. Took a haircut thisprning on my metrobank holding after 3 years of downturn. Fingers crossed I will make it up here.

Reading the tea leaves BD6? I can't see the gems you refer to. Yes cash is up a bit but so are current liabilities, 1.4m of current liabilities are due for payment in the next 12 months. Revenue has fallen out of its arse. Massive cash call coming, significant dilution. There really wasn't anything in the accounts to give me hope of being in a better position in 12 months. I've just taken a haircut and sold out. Better to preserve what is left of the investment than lose it all. I hope it comes good for you but right now the financial situation looks severe. BTW, how do you come to the conclusion we could see a maiden profit?

Does anyone have any thoughts on these? Reading the 2020 accounts shows most revenue came from a couple of key customers. Have we lost those in 2021? Is hyrax the vehicle that sells fish maw? How come we have no revenue from that so far this year? They say England pie is now live but I've been in the site and it doesn't have any stock. Much more detail is needed from the bod.

Found then thanks foolsgold. Part of me wishes I didn't what a ****show did not expect such a reduction in revenue

I've called both numbers on the rns. No reply. Has anyone had any luck getting the interim?

I'm having problems opening the report. It doesn't seem to contain the figures

Good point re Western ears callit.

Sounds like 8 capital are desperate to exit on the next spike

These look good at first glance. Great cash management (9m cash vs 9m market cap). Positive ebitda each month. Loss is far reduced, could there be a full year profit? I suspect without covid we would have seen a profit this half. Positive statements from the directors. I am happy to hold here. I'll take a proper look at the FS tonight.

Wow that took a battering. Note to self to sell on next cbd rumor. DG , I've got say you bring a lot to this message board. Thanks for continually sharing your research.

Early days for the company yet. Signs are promising. Lots of small deals being wrapped up. I will wait for interims and reassess. England pie is a new beast, one of many investments made.

I always forget this isn't aim so a slightly longer wait for the interims

Agree the website doesn't feel ready. A bit clunky to scroll through the products. Nothing in stock. The brands advertised don't feel like quintessential English brands. I find the website name puzzling. They are bringing premium products to the market yet call it England pie. If they were selling pie and mash I would understand.