Member Info for clairesmith

think you can apply to this to all shares.

and also im very guilty of this....

looking good, seems like the hard sell is ending

looks like we've reached the floor and peak seller time, on the turn now

I thought this was the Monday morning shake that everyone was expecting to happen, why is anyone surprised the entry was 5p on subscription there was bound to be an overhang of sellers. Give it a couple of days to level out, new buyers coming in an organic price rise.

actually in need of a new mattress, once this hits in a few days will treat myself with the profits.

reading the reviews, both expert and public, have to say I'm sold on the quality of the product.

also:
https://www.mckinsey.com/industries/private-equity-and-principal-investors/our-insights/investing-in-the-growing-sleep-health-economy

We have a date in sights 18th March, and the CEO themselves have said expect great things.

The price drift is due to the ramp last week, if that hadn't happened we would be in a more positive mood about the coming future.

on what time frame and on what revenue/profit would this be achievable?

can see when the company starts getting into the £50M revenue region this can be very achievable.

looks like the company was in start up and cash burn mode, and the IPO and start price was way to high to begin with, which had skewed initial price expectation, as such when people look at the price on a history line they see decline.

combined with the crash and souring of the pot by the likes of woodford, has caused a warped view.

if we look at the fundamentals, the company are doing very well, have pivoted to reduce debt, have cash in the bank, and making more profit.
this is now moving into the time and growth that that anticipated a while back. Eve has picked themselves up after the fall and sprinting to the goal!

anyone want to speculate on the chances of a boohoo or big retail chain looking to acquire the company?

Given that they are getting the debt down and build a good brand then could be a nice purchase for a company looking to add some diversification to the portfolio, or looking to replace an incumbent supplier/vendor of mattresses.

results out in a few weeks (last time 24th Mar 2020), and we have been told by the CEO that they expect the results to be fantastic, having raised the targets 2 times!
so looks like a great buy and hold time. thank you paperhands for giving me cheap access to more shares :)

Link:
https://www.mckinsey.com/industries/private-equity-and-principal-investors/our-insights/investing-in-the-growing-sleep-health-economy#

"The multibillion-dollar sleep-health economy is a response to this growing problem and opens a wide range of attractive market opportunities":

https://www.mckinsey.com/~/media/mckinsey/industries/private%2520equity%2520and%2520principal%2520investors/our%2520insights/investing%2520in%2520the%2520growing%2520sleep%2520health%2520economy/investing-in-the-growing-sleep-health-economy.ashx&ved=2ahUKEwit_u2pi_vuAhXHQEEAHaDbCjwQFjAAegQIARAC&usg=AOvVaw3uG9hFO12hcdtg4K-akLwq

A) online shopping is standard now, so buying a mattress onlin makes sense.
B) if you live in a flat or doing have a car, then buying a mattress online and delivered in easy to care compact box makes sense.
C) first few years of the company getting awareness was their biggest cost. They are now past this phase with a large client base and publicly known.
D) they have expanded their cross sales opportunities, so post mattress sell of linen and bedroom accessories market is open for additional revenue.
E) Already established Eve partnership with Boots, can see more fruit as it makes sense for both companies to combine their online and physical retail markets to strengthen positions against rivals and grey market.

Exactly, solid business, massive turn around from burn rate to increased revenue and profit margins.

Topping up more now before the city starts buying everything up to sit on.

Surfie1961 we both know that the 30/50 won't happen today, do please dont play the fool it's unbecoming.

However we all know (as much as one can) that good results are due in a matter of weeks. So just sit patiently and enjoy the price rise.

@Danvestment you have disappointment this women, and dare say it not the first in your life. How we recoil in your presence, based on the coarse nature of your comments I'm sure a dull wit for a dull physique.

@Ch3sp1n, insulting to call me Dave, but really crossing the line to suggest I would like in Dudley, why would you use such aggressive attacks. Seems to me that you know this share has good legs and on the up and you are envious or lost money in some other crackpot scheme.

@Surfie1961, can you read? Serious question because if you read my posts I said there is potential for a price in that region with the direction the company is taking, not that it will happen with results in March. However I expected based on literally what the CEO has said that the results in March will be good and this is what us investors want for this share.

@Mike, not saying it will get to the 20/30, however with good results and the company building up, this puts the company on more of a direction to get to that kind of price point.

however the CEO clearly saying that great results are expected is a clear vote of confidence, and puts my mind to rest that buying up now and holding for a few weeks is a good suggestion