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Thanks Wyn- very insightful and great analysis. I agree, it does seem downward trend that just doesn't go away... I feel it like the company and share price takes one step forward but two steps back. At this rate, 2.5 seems more likely than up... Seems very unfavoured by the market right now. I am hoping CC can prove the current market has wrong and demonstrate that this company can finally make sustainable sales and profits.

Besides, I noticed Eve has changed the return policy to 1 year trial! That does say something about their confidence in the product. And the Ginkgo Lights, weighted blankets, storage bed frame etc. are out of stock.. either high demand of supply-chain issues or combination of these.

Wyn- D-Geeman, Happy New Year! Any opinions or technical analysis on Eve Sleep currently? What scenarios/outcomes u think is likely for upcoming update? Thanks for your valued comments as usual.

I think Wyn has a point about not including anything about inflation and logistics challenges during the trade update. Inflation and delivery challenges is well reported nationally on the news which was brushed off in this update which creates market uncertainty regarding margin impacts towards the results date in Jan. Delivery costs and inflation for sure will hurt margins but just not sure to what extent... IMO the market so far has priced in very gloomy results... so any signs of turnaround or profits or significant interest will be good for the SP.

That shud also include CC and Chairman... they should get their hands dirty and also help out with dealing with unhappy customers so they know exactly the problems and where to improve the business and customer services.

They have 50+ employees at Eve Sleep.. wouldn't it be good if more colleagues from different departments besides customer services were also trained to handle calls (when available) during peak hours or season to cushion/buffer some of the demands especially for staff who are not always busy. This way all staff can have some experience dealing with customer directly.

Emma also sells on Next and Argos so can't see why they can't also list there too with many other brands. Probably a margin issue.

Was thinking wouldn’t it make a lot of sense and money to partner with John Lewis as both brands are premium and strategically aligned. Would be a significant boost to business and brand credibility if they could. A phone call from CC to the purchasing manager shouldn’t be a big problem I imagine…

Dontgiveup123- do u know what the breakdown is for the 12/13% who owns what %? Interesting...

Premium Mattress, Weighted Blanket, Sloth Toy, Candles are OUT of stock. Seems sales are either very good or supply chain impact or both. Likely the latter combined reasons. Who’s seen the sloth advert on telly recently? Which channels, when and what time they been playing? Interesting to learn ROI on every pound spent.

Eve answering all negative comments on TP very quickly after complaints. Good to see ??

Great news.. a nice top up, although relatively speaking 20k is pocket money for Mike Lloyd being the COO of McCarthy & Stone and previous director of AA. Hope he continues to dig deeper into his pockets and add at these levels! Since the valuation is still around cash in bank level... I believe CC's strategy to diversify in to other product categories to establish sleep wellness brand, should help with sales growth and eventually profitability.

Would be a pretty nice time for CC to buy more shares right?! Demonstrate further commitments and confidence. Even if it's not a lot I think would be good indicator.

Share price rise and shine... good direction. Hopefully momentum continues and it doesn't drift back to the 2.5s

Seems everyone is getting a bit nervous as the SP just continues to drift lower on small volume. I believe some time next year we won’t see this level. Current valuation and share price is pricing in a bad h2. And overall market sentiment for this business. I think until we see clearer signs of profitability, we may be stuck. For a little while. Hope we can get some special interest from PIs or II to support this awful fall.

A reminder from previous interim update. "Net cash as at 31 August 2021 increased to £5.9m, with minimal H2 outflow expected The UK&I is on-course to report a healthy positive marketing contribution for the second consecutive full year as the region moves towards profitability in 2022".

Pretty disappointed with the lack of interest for this stock so far. I get it's very competitive market with difficulty demonstrating profitability so far, but currently the SP is around cash in bank level which gives this company very little value for the entire brand, management and business built so far. They must have spent 10's of millions alone building the brand. It did not make sense when the price was 1p and it does not make sense now the company is at 2.7p, markets pricing in doom and gloom but hopefully we have interest from PE, a rich private investors and/or the directors which will increase further skin in the game. Chairman probably has enough savings to invest a more meaningful amount. Not sure about Cc and Tim tho.

600k sell, 750k buy. Somebody interested. When will this overhang clear and when we gonna get some serious buys on here? Great brand and team, Emma & Simba can turn a profit which demonstrates the model but industry is so so competitive.

Sooner or later I am betting that there will be some interest from some rich snob private investor, PE or even possibly institutional investor who will also share the same idea that 3p or 8mil for this well run company with 6mil in the bank is a bargain deal. In the long-run, CC I believe will demonstrate profitability and will walk the talk with delivery of her strategy for a sleep wellness hub. Hopefully 3p is the bottom now and we see some interest and sharp movements up now! DYOR IMO.

Been monitoring competitors Black Friday deals recently... it has intensified significantly. Emma and Simba originally offering 40, 42% Discounts respectively. Recently been aggressive and now both are offering 50% off!! Eve was at 30%, now increased the discounting to 35%. But that's miles off from 50 mark. Both also claiming Which Buy winners... based on price alone it's just seems quite difficult for Eve Sleep at current market environments. The competition is fierce... both Emma and Simba can afford it cos of economies of scale and sales volume... Competition is now probably my bigger concern. However, longer term I am not worried cos Eve has an amazing team and brand equity.

Big sells today... I wonder if this a start of another wave of selling or the end of the selling... hopefully the latter. Today's 1.3m sell is equivalent to 0.5% of market cap.. not insignificant. I wonder where this supply of stock is coming from.. If it's from Joseph Hsu, then surely shouldn't be much overhang left over now. Just hoping some interest from PI, II's and strategic investors considering such a great brand and team Eve Sleep is.