Member Info for D-Geeman

Bein, very true. I know someone who sold their flat (somewhat distressed seller) >12 years ago, to "buy back cheaper". They have recently bought back, at a higher price, and 12 years of rent gone out in the meantime. It's a gamble but sometimes people really do things that are unlikely to go well.

Agent B, we never get to vote on everything. We choose a 'ship's captain'; someone that we are happy to allow to take most decisions for us while we enjoy the trip.

Would G-C still be better off if Acut works out? TLSA too. This can't all be a big charade can it? Anyway we are stuck so let's hope not.

Not 'Us' but while your friend is asking..
https://www.pharmaceutical-business-review.com/news/erasca-eli-lilly-colorectal-cancer-therapy-trial/#start

IMO the ability to issue new shares kicks the 'go-bust' can down the road. It's not great news that they feel the need to do it but it could take the pressure off for a while. Eve has always come out with surprises so what could be announced in the next few months?

maybe it looks better to have someone vote against? It looks like a vote in N.Korea even now. Lets wait and see whether it's all for the best.

Don't give, they are not really free delivery, it's included in the price. But if everyone else offers free delivery then you look less attractive. When it's 'hidden' in the price perhaps the customer thinks they are getting a better quality mattress at £549 than at £539 plus delivery charge.
They must have done the sums.. Her degree is in psychology :)
I guess they charge as much as they possibly can do, in order to sell them against the competition – and hopefully make a profit.

'Can we entertain the possibility that if there were no Tumours in the targeted body to activate it, could it simply stay dormant in that body for a long time / or even a lifetime until it found a Tumour to activated it ?

Meaning this technology could also be adapted to act as a Cancer Vaccine ?'

Given that the drug would be cleared out in hours and days rather than weeks and months (Renal clearance (CLr) of AVA6000 & Doxorubicin [ Time Frame: Cycle 1 and Cycle 2, 0-72 hours post dose (Dose Escalation) ]
CLr (Renal clearance) of AVA6000 and Doxorubicin after administration after Cycle 1 and 2 for 72 hours post-dose.) it seems hard to imagine it hanging around as some sort of inhibitor but maybe people could use it as a prophylactic every few years, perhaps when people reach their fifties and are generally past the age of having children.

Having said that, if it's as effective as we hope, would there be a need? Just get treated when you need it.

https://www.beststartup.co.uk/united-kingdoms-60-most-impressive-successful-ceos-in-the-lifestyle-space/

'United Kingdom’s 60 Most Impressive & Successful CEO’s in the Lifestyle Space'

Dontgive, I recall CC said that DFS deliver themselves so maybe DFS in Europe don't want to hold stock just yet, until they've seen how eve goes in the UK. DFS are in Spain aren't they? Could it be that they have limited space and want their own goodies there. There isn't any marketing of eve sleep in Spain (so far as I know) so the sales of a premium brand might be fairly limited if no one has heard of it.

I notice that DFS are down -31.33% since I bookmarked them on good results a while ago, and Dunelm -38.91%, since .. whenever.

In roughly the same period I don't think eve have fallen by much more.

I wonder whether it would affect DFS's ability to launch bids atm. Simba must be finding it tougher, as must the others (emma, Nectar, Tempur) these days. Profit is important but what's vital is to keep trading, and still be trading, when things improve.

I could be wrong (perhaps if there's some sort of discount) but diluting the company by 33% and increasing the bank balance with the proceeds should (more or less) cancel out for us shouldn't it? So we would theoretically have less valuable shares but own more 'cash in the bank'. And the company would have more cash to invest?

We should end up with a smaller stake in a more successful company. If they aver do it, which they say they probably won't... (I bet they do, sooner or later.)

The problem would be if the added investment in marketing or product development (hopefully not bonuses and salary increases unless fully justified) did not generate any profit but more losses follow instead, so that the cash just depletes again. And even then a smaller stake in a failing company is not much more painful than a bigger stake in a failing company.

As ever it all hinges on getting to profit.

DFS; apparently you can get a comfy eve sleep mattress from them these days…

I don't have the details in front of me but recall they said they don't intend to issue them (presumably they might, or what's the point) and the resolution would be renewed annually. I guess it gives them flexibility to reward as and when necessary rather than anything else.

If we trust CC (I do) then I guess she is doing it for the right reasons.

Lots in the media today on shortages of talented people for job roles. Might help explain why eve have been saying what good employers they are of late. I think CC spotted the problem fairly early, early enough to take steps to mitigate.

Hi Firex. I hadn’t picked up on the location and any implication. I can only think that it’s a matter of making the meeting accessible to shareholders this year in particular, as the office in Camden is probably not very easy to have strangers walking into. FinnCap will be used to hosting such things regularly I guess. It isn’t far from the eve office so easy for the big-wigs to make their way over.

I could easily be wrong of course :)

Let’s hope for more blue days.

have a SP rise 2.5% on a single trade (of £800). That's why it's so painful when it's a few sells. Things can turn in the blink of an eye with eve.

If the Argos site is correct when it says '2 people have bought in the last 24 hrs' the mattresses are not exactly flying off the shelves there. It's two pillows a day, and perhaps one or two mattresses (max) on average, but might be a sleep away rather than a full size mattress. Not seen a single eve original be sold in a week.

The AGM RNS (better late than never) might get a few people to look in if it gets published more widely. I wonder if any Directors will be temped to make a token (or substantial) buy after the AGM. Seems like a waiting game again.

Ask and ye shall receive (if only that were always true).

I won't waste time checking but they didn't RNS the annual report date did they, it was in the previous TU instead. I for one missed it for one.

I can't find out the cost of an RNS but one site implied it was a license and then RNSs are free. Here is something that conflicts with that: 'Frequently asked questions; What does it cost to use RNS?
It is free to register with RNS with no long-term contract. Pricing is on a simple pay-as-you-go basis.' https://www.lsegissuerservices.com/marketplace/LondonStockExchangeRNS

So maybe they are saving money by not issuing RNSs? It might be slightly annoying for us, and not a great sign, but could even out the sp and conserve the cash. I guess we had better get used to checking-in at Investor relations for announcements.

CC is a contributor.
https://issuu.com/gearingmediagroupltd/docs/fn392_pages1/34

Perhaps unconnected but I see from Streeview that the FinnCap office is opposite the Heart Attack clinic of St. Barts hospital.

Hopefully St Barts won't be getting any 'footfall' after eve's AGM.

I can't make it. Would be good to meet the team assuming they are there and it's not just a zoom.

Yes dontgive. Very true. I do though sometimes look at my holding and think 'some people once paid 50p or more for these shares'.
Hopefully, we will look back one day and wonder why we didn't buy more at 1.6p.