Member Info for D-Geeman

School is 7 mins away by foot. I had time to go, take a few snaps, and come home. I also made the same trip at 8.00am as younger daughter had sports (dressed as a bar of chocolate with a 'Golden Ticket'.) They were both VERY convincing.

I suspect my account is more believable than you give me credit for.

Now, I really am busy. Trouble with writing one post is getting sucked in and frittering away the time, which I don't have today. (I'm sure all will agree there.)
Have a good day Speranza.

There you go Speranza, I didn't even know eggy was / is TW. Thank you. Just while we're n the subject, is NDN the same person? Is there one single bogey-man? One arch villain? It is actually a bit... 'Roald Dahl' don't you think?

If it makes you happy, believe what you want. Whatever gets you through the day..

Morning Speranza, when I started to type my message to Ripley there was nothing from wyn, and Ripley wrote to me so obviously I'd reply. The message are timed 2 mins apart but that could be as little as 61 seconds. Have you never had a message cross?

I'm certain that you are too intelligent to really believe Ripley's occasional argument that people have multiple accounts in order to rally support.

Anyway, I have a busy day so will get my 'Grand Witch' daughter to school for Roald Dahl day. Does that sound like a wyn activity, or even an 'Eggy' activity? (whoever Eggy is. TBH, I didn't even know who TW is until Ripley posted all about him so now I do actually understand people's frustrations. That article was obviously a lot of nonsense on AVCT.)

Ripley, you show quite an interest in companies wyn chooses to invest in ;-)

You never know PL; wyn might just get the last word over there...
Today: Helium One. (HE1) + (15.09%)

I've sometimes wondered whether AVA6k is more 'torpedo', or 'sea mine', bobbing around, waiting to bump into some FAP and cleave ('go off') and kill everything around, or strike the FAP and penetrate, focussing on the cancer cells (torpedo). But since tumours grow their own veins, get a blood supply, and grow outwards taking the path of least resistance, the blood supply should deliver the dox straight to the interior of the tumour rather than the outside of it, so 'torpedo' or 'mine', it doesn't really matter. Inside the tumour, everything is a legitimate target.

And since cleaving is probably a slightly drawn out process rathe than instantaneous, what liberated Dox that does escape is probably diluted (more than Dox in regular chemo) as it leaves the site to be broken down.

I know that's absolutely the layperson's view but might it be what could happen?

Just read the latest TP reviews and people are still receiving goods in the main, though usual issues with DX courier and frustration at eve being slow to respond / non-existent response (though I think eve only respond when they have an answer).

SGM, what did you order, or attempt to order?

(There was a TP review where reviewer complained about non delivery on a specified day (not acceptable) but main complaint was that the cardboard box was wet and damaged. Damaged box is not a good look but the mattresses are vacuum packed and would not have been wet. The box goes straight to the recyclers after doing its job of protecting the mattress during delivery. I wouldn't be thrilled at a damaged and wet box but would hardly complain when the weather has been like it is.)

'From the first moment I saw EC'

I think you're a little out of touch there Inch.

How would CC / TP pump money in? A gift paid into the bank account?

'What I would like to see on here is some constructive comments from the company on exactly where they'. Would you like them to RNS that there's no buyer at the moment? If there were a deal it would've been announced – and they've said that.

Don't you think that a business making foam mattresses for eve will want to pass on their energy costs? I do so any relief to the pressure that eve are under is welcome to those who wish eve to succeed.

Your general thrust (that eve is in trouble) is hardly newsworthy but you might take a little more trouble in the presentation of your opinion for it to be taken more seriously..

Maybe eve could soften the message but still worthwhile making the point:
https://linencupboard.co.uk/collections/energy-prices-increase-but-the-linen-cupboard-will-keep-you-warm

Sold out of the new pillow https://www.evesleep.co.uk/products/the-fluffable-feather-pillow

I imagine thread was pulled as it infringed copyright or trademark from The Waltons. The final heartwarming "Goodnight John-Boy, goodnight Sue-Ellen" and "goodnight Jim-Bob, goodnight Mr Ripley", coupled with direct quoting of emails from the F*A must have been too much..
(People don't come on to the LSE to get on with one another :)

(Don'tgive: I think the iceberg of Ukraine is rubbing down the side of RMS Eve. Numerous holes letting water in but, so far, the pumps are working and the maintenance crews are doing what they can, stuffing mattresses and pillows in the voids.)

Linkedin post again:
Philip Cotton
(He/Him) • Following
Data Director @ eve Sleep
9h • Edited • 9 hours ago

Another fantastic day at #cdoretail today. Fantastic day at #cdoretail today. Fair to say I'm tired from the sheer volume of great ideas and discussions swilling around in my head.

I had the privilege of sharing the stage today with some fantastic people doing brilliant things - Simon Prinn and Eleanor Harry - to talk about the challenges in hiring and retaining talent in a fast moving market.

Hopefully we gave people some food for thought and tangible actions to take that can benefit everyone. I'm always proud to talk about the culture at eve Sleep and the genuine flexibility we have (I'll post again on the content later) and why that matters for a positive culture and inclusivity.

Over the two days - it was great to hear from and see two of my previous employers - John Lewis Partnership and Marks and Spencer delivering great presentations on some of the excellent work that is being done. Wholeheartedly agree with the sentiment expressed by one of the presenters about these being brands you are proud to work for ... that feeling doesn't go when you leave either!

We never ever get our guesses exactly right. I wonder if a takeover could take this much time – and more – to negotiate if a consortium, of say DFS and Sainsbury's/Argos/Habitat, were trying to buy together? Or others of course.

Both Argos and DFS sell quite a bit of eve stuff and would presumably miss the brand if it vanished.

Tough one wyn.. I think it's less than 50 / 50 chance. More 80 / 20 against. The wait rather implies not. But maybe eve are not a rollover as they have hunkered down and know they have enough time to get the best deal?

I know I'm mentioned Govt funds but every news programme says Liz Truss will help out. Maybe eve are waiting to see what's available. They did take some help with the VAT during lockdown even though they actually had their best time.

(Off topic but I had a few £100's in a safety company. I sold them this morning and bought a little more of the other share (soon after you))

I heard a definition of 'addicted' and it is 'doing something that does you harm and continuing to do it'. Since I am well down with my portfolio (definitely classes as 'harm') I no longer put new money in. I can only buy if I sell something first. If my PF ever goes blue again then shares will be doing me' good' and the addiction will be over.

Having said that I've also put £750 into Temple Bicycles in the hope they become a Brompton!

'Less product line, increased costs, higher discounts and depressed consumer market.' All true, but DFS are now their biggest partner and DFS arrived after the (misguided) "We choose to make a loss" time, though yes, before the FSP was announced.
We can only guess but I suspect it rather depends on how DFS has progressed, how many Sleep Aways they are selling, how many fewer salaries there are, and any Govt. help that might be forthcoming (though maybe a PLC will be too big to benefit from that help?).

Now they have fewer staff, and very limited resources, they seem to be focussing on the most "profitable" products, the mattresses, Sleep Away, and bed frames. Possibly the pillows too.

If they can apply for possible government help to avoid going bust / laying people off (or if the actual manufacturers can) it might just stretch things out long enough for a turnaround of sorts. Easier to find a buyer for a company that's almost profitable rather than one that continues to make a large loss.

https://www.similarweb.com/website/evesleep.co.uk/#ranking UK up

https://www.similarweb.com/website/evesleep.ie/#overview Eire down

https://www.similarweb.com/website/evesleep.fr/#overview France; traffic down but ranking up. (French ALL go on holiday in August.)

eve V's Simba https://www.similarweb.com/website/evesleep.co.uk/vs/simbasleep.com/#ranking

eve V's Brooke and Wilde https://www.similarweb.com/website/brookandwilde.com/vs/evesleep.co.uk/#overview (Bad month for Brooke and Wilde)

To compare now and the time CC took the reins is tricky. The SP then was not dissimilar to now. Yes, more cash in the bank then but not something that you could have accessed when selling shares. I can now see that eve going bust when CC took over and it was only the lockdown that gave a second chance. Our mistake was not to take our own chance and sell at 4p, 5p, 6p (well I did sell a few, and bought them back) even 7p for a brief moment during the CBD spike. We were greedy as wyn would be right to say.

In a sense we've done the exact same as CC. Anyway, Alan Rosenthal has confidence and perhaps it'll still prove infectious.

(I wonder whether he is trying to support the company as he's implying that eve (under him) are doing things well. Or maybe it's him flying a kite regarding his talents?)

Philip Cotton
(He/Him) • Following
Data Director @ eve Sleep
3d • 3 days ago

At the this moment we are seeing an explosion in the availability, quality and speed of technological progress - it's a sensational time to be working in the wider data world. Each aspect has multiple excellent options (all of which a massive upgrade on what was available only a short time ago). Most people have a favourite (usually what they are familiar with) but broadly there is usually not much between them.

Amongst this though, it is key to remember there are things that generally matter far more than what flavour you have:

- Quality of the implementation
- Support given to maintain and grow
- Support given to users to understand and operate
- Having, sticking to and executing a long term strategy

In other words - if your tech isn't setup correctly (or efficiently); is under invested in support at any end of the scale; or is disjointed / chopped and changed etc then no matter how brilliant the core tech - you won't see much of that benefit in the bottom line of the business.

Dontgive, no one's turned on you, people just don't all agree. I didn't agree with you when you were very positive immediately after an RNS (I forget, was it the FSP RNS and I said "we must be reading different RNSs"?!).

You might be right (that share buy-back would've been a good thing; that CC / TP has done all this almost deliberately just so s/he can carry on getting a decent salary at our expense) but I take a different view. What does attract some flack is expressing your view more than a few times when it has already been aired.

I do worry that there hasn't been any news on the FSP. How long would it take if there was an enthusiastic buyer? Not this long I suspect – which worries me a lot as I say. I'll leave it there though.

All the very best and let's hope for a good outcome.

Teenage son of a friend-of-a-friend died of Ewing's Sarcoma in October 2019. Great shame this news didn't come out >three years ago.
(Overview. Ewing (YOO-ing) sarcoma is a rare type of cancer that occurs in bones or in the soft tissue around the bones. Ewing sarcoma most often begins in the leg bones and in the pelvis, but it can occur in any bone. Less often, it starts in the soft tissues of the chest, abdomen, limbs or other locations.)

Whatever happens with the short term sp we do seem to be on very good foundations for the long term. Will be a great help to people who fall ill in the future.