Member Info for D-Geeman

Thalidomide: 'The birth defects caused by thalidomide led to the development of greater drug regulation and monitoring in many countries.[5][7]

It was approved in the United States in 1998 for use as a treatment for cancer.[3] It is on the World Health Organization's List of Essential Medicines.[8] It is available as a generic medication.[4]'

good they reiterated that intention baz. If eve were to 'go' that would make their 4% harder to reach.

'I was £20k down' Yes, expensive day. On the plus side we are mostly still alive.

I checked my HL account. It worked. I sold some other shares (bed and ISA) I hadn't been planning to sell.

Thanks for the tip-off, I think..

I sold at 12.37 and 12.25hrs. Others aren't mine.

All the Simbas, Emmas, Nectars must all be in the same boat as eve. Consolidation will make sense to them.

I just sold the eve in my fund and share account. I'll move it to my ISA and perhaps buy back next week. I will see how things look. My core holding is in my ISA.

Stxx, thanks for the info on DFS. I'd missed that. It doesn't sound good:

'Chief executive Tim Stacey said: "This has been the most operationally challenging year that we can remember with industry-wide Covid-related supply chain issues, double-digit cost inflation on raw materials, and ongoing colleague absence and skill shortages.

"Looking forward, the UK furniture market continues to be challenging and the outlook for the sector remains uncertain given the macroeconomic environment."'

Dontgive, it seems that it's not just the eve BOD that have experienced a very tough 6 months. DFS had been doing very well when they announce results in January.

Will DFS hunker-down and preserve cash or take the long view and pick up eve at a cheap price?

Just sending this to IR:

'Hi Mark,

I hope that things are well with you.

In the normal course of things, eve would have a financial update in September. Assuming it still happens can I request that shareholders can have a Q&A webinar with Cheryl Caverley and Tim Parfitt?

Obviously we hope that eve find a buyer and eve may not be able to update us there but I think that many people would like to have the opportunity to ask questions, myself included.

All the best,

D-Geeman

Obviously I don't know how these things work but would shareholders be better off if eve ceases to trade while there's still cash on hand. Can they do that?

Once in debt the accountants / administrators / banks will takeover (run up big fees) if eve go bust – and we get nothing. If eve avoid admin by simply stopping work, pay their due bills, then shareholders get a cut of the value of the brand. There definitely is some value.

There're probably numerous reason why this won't work; outstanding rent on the office, redundancy pay and years of warranties to honour, but just floating the idea.

cal·?va·?ry 'kal-v(?-)re plural calvaries. : an open-air representation of the crucifixion of Jesus. : an experience of usually intense mental suffering.

(– the suffering has been here a while!)

Last year interims were on Thursday 23rd Sept.
Previous year was Thursday 3rd Sept.
Tomorrow is.. a Thursday. Wouldn't be surprised at another 8.3 from Alan R anyway but I shall look out for two RNSs, just in case..

If they miss the usual date of the update it could be that
a) They are not bothered about keeping to regular dates, and there's some evidence of that in the past.
b) Some talks are taking place and they want to wait a while longer before updating us.

And if the update comes on the predicted date then let's hope they can surprise us with something positive despite our gloom.

Everything is bottom drawer for me now Wyn. I'm not good enough at trading to everything is buy and hold. So many shares do badly. I thought 'win some; lose some' but actually, they all seem to lose.

Hi Wyn, if bad new comes out at 7.03am, by open at 8am the shares would be worthless anyway..

But we are so depressed now that if good news came out one morning at 7.03am, the price would be in relative-boom territory by 8am and no trouble to sell.

Obviously would have been better to sell at 1p in June but we are where we are.

(Not the best news from Kenya either today!)

I won't work longer but will have a buy-to-let mortgage way longer than I needed to (though smaller eggs in other baskets too).

The administrators would take a lot of money out of the company in fees. DFS may prefer to pay a little more (they seem to be playing hardball in any negotiations now that we are >3 months into the FSP) to avoid the hassle of annoying suppliers and customers with warranties. Maybe I see the best in people too often. Walking away from debts, warranties, and paying a low price is quite an attractive prospect for some.

Hard to disagree much with that Wyn. Even Alan Rosenthal will be down on his buys now, though he bought at low prices.

Only thing with Putin is that Russia is currently withholding supplies of fuel that the west would actually like to buy, even with sanctions. The gas tap might come back on with 'anyone-other-than-Putin'. The price for energy would drop like a stone.

Sorry, 'doesn't' of course.

Even though Dox is powerful stuff it can provoke resistance from tumours apparently: https://aacrjournals.org/cancerres/article/60/15/4161/506700/Monitoring-the-Expression-Profiles-of-Doxorubicin

Perhaps this is one of the reasons the trial needs new people for each cohort rather than progressing a previous lower-dosed cohort (whose tumours could have become a little dox-resistant). How they find people who've not had much dox for the trial, when dox is standard of care, is a good question.

Maybe a sledgehammer is what's needed rather than a hammer, to make pretty sure there's nothing left to develop resistance – so long as the sledgehammer does kill the patient of course.

Deafening, and worrying.

Watching the news of Ukraine last night, what if something 'happens' to Putin; he must have people in Russia who think he's messed up. I can't see Russia prevailing at this rate and presumably the Ukrainian side is getting better resourced now, compared to before, and morale up. What if the war ends sooner rather than later; and fuel costs come back down. Would be a good time for that to happen with for Ukraine and for eve and the FSP.

Did anyone here buy / sell / dummy trade today? Are today's trades all 'sells'? I'm surprised eve are 'unchanged' for the second day if they are indeed sells.

'Sorry for being late to the party here; night shift. '
They said the queue would be shorter last night than during the day...