Member Info for D-Geeman

Hi Dontgive, no, I haven't sold anything since the time at 3.4p. I did buy more after the subsequent fall back with the intention of trying to trade them in my F&S account and now I shall hope to do that and then bed-and-ISA any profit in April.

I myself expect news tomorrow of the detailed update. I think people selling today could sell tomorrow for more, but what do I know..

I liked CC's tweet as I think it gives an insight on her character: eg. I wouldn't want to be a DX courier manager trying to explain to CC why deliveries are going wrong, if you see what I mean.

I'm afraid you won't convince me (not that I matter!) on the share buy-back. Having said that I did try to look into it without much success. It seems that it wouldn't be insider trading to do it at any time though that verdict was in relation to the USA. Not only do I think eve are best investing the cash they have in marketing, product development etc. and so boosting the SP with a profit sooner than if they just buy their own stock, it's just too risky for eve to buy shares when the sp has been volatile and unpredictable to the eve management, as evidenced by their previous Director buys at around 5p (and above).

I noticed this tweet today. I thought I'd try to stick to these apparently sensible rules from now on :)

'THEWIZARD ( beware scammers )
@CryptoWizardd
·
Mar 8
Gn team

Remember the 6 golden rules

1 take profits on the way up
2 never go all in. Or put more then 10% of your portfolio into 1 project.
3 always have 20/25% in stablecoins $UST prefered
4 no emotions regarding any project.
5 DYOR
6 only invest what u can afford to lose'

Hi there, I follow this BB from a distance as DX deliver for eve sleep plc (my biggest investment) and I noticed from eve customers on Trustpilot that there was a lot of criticism of DX deliveries (going wrong; unhelpful drivers; poor comms etc etc etc.).

Early signs are that eve customers are being let down less these days. I'm not sure if that's due to DX getting back on an even keel after covid staffing problems or eve now using more courier firms.

Obviously shares are currently suspended but are people on this board generally optimistic for the future of DX?

If you don't follow CC already she makes good points on IWD, yesterday and today
https://twitter.com/cherylcalverley?lang=en

Wyn, you obviously have an alexa device listening to your every word!

This is a new overview, and written by someone who has a good grasp of what eve does: https://kalkinemedia.com/uk/companies/consumer/eve-eve-sleep-plc

We rather enjoyed Ipcress file episode 1 last night wyn, thanks for the prompt :)

The adverts did not include DFS but we were on the iplayer Hub thingy.

If I can't sell my last buy (2.2p) for a profit around the time of the TU Mrs Geeman has an undertaking from me to give up alcohol for a week.. (She wanted a month but that's too long)

DFS.co.uk received 2.8m visits in Feb (3.8m in Jan)
https://www.similarweb.com/website/dfs.co.uk/#overview

Yanis, the March equivalent days to last year ( 11/03/2021 Eve Sleep plc: Notice of Investor Presentation. 18/03/2021 Eve Sleep plc: Final Results) would lead me to think that we will get an RNS this Thursday the 10th to say the results are coming, and then the detailed results on Thursday 17th.

But they may not stick to that timetable so as to keep things interesting.

(PS to my earlier post, we have two cycle shops in my town but Dreams beds closed down before the pandemic..)

Thanks wyn, in that case we shall watch it :)

'Ipcress file': is it good Wyn?

I think the discounting is par-for-the-course with mattresses etc. The DFS strategy ("It'll feel like it's the DFS Sofa Sale every day with a DFS Discount Code from MyVoucherCodes") has always been for promos and discounting and has served them well apparently.

If people buy mattresses and beds only relatively rarely they may not follow the continual discount pattern and, when they search for 'new mattress' are attracted by that day's offer and will buy from whomever has the most impressive sounding offer that month.

I know from experience that Apple don't do discounts, and prices are remarkably similar from all resellers but they do discount for Black Friday, which is when I bought mine. Horses-for-courses I believe.

Yesterday I paid a deposit on new bike for my daughter, from the local shop. £419. We came home and I could have bought exact same bike on-line for £369. Still, I won't ask for my deposit back as I value our local shop (servicing and parts) and trying a bike for size in the high-street and then buying online seems completely unethical. It does show how things will definitely move online though and mattress are a much better fit than bicycles. I don't think lying on a mattress for 1 or 2 minutes give much of an indication at all (though maybe on the look of the product).

Our local Sainsbury's charges more for paracetamol than the bigger out of town branch. Retailers will always tweak their prices for the market and local demand. I am happy to trust CC and DFS on their pricing strategy to maximise profits as they should know better than me how it works. Also DFS have different terms on the 365 day trial, 2 yr guarantee and interest free loans etc. according the comments on this board.

And V's Brook and Wilde, who are smaller than eve so I assume are in a more vulnerable position than Simba, Emma, and eve,
https://www.similarweb.com/website/brookandwilde.com/vs/evesleep.co.uk/#overview
Brook and wilde doing less well than eve.

https://www.similarweb.com/website/evesleep.co.uk/#traffic so down on January and also down on Jan '21 when there were around 200k visits.
France held up quite well https://www.similarweb.com/website/evesleep.fr/#overview I don't have figures for last as similar web gave no details, so I think they were under the threshold
No figures for Ireland https://www.similarweb.com/website/evesleep.ie/#overview

Dontgive, I seem to recall that the eve share suspension (when potential but ultimately failed merger with Simba was being negotiated) was purely because Simba is a private company. So any deal would have been a 'reverse take-over' with the resultant entity PLC of the both companies. As long as any suitor now is also a PLC (PLC + PLC) then shares would continue to be tradeable. I'm no expert but I think that's how it is.

Aas just going to add, and wyn is often very sensible, that perhaps the 'middle classes' still have their war chest in tact from not spending so much during covid. And spending it now (as people had hoped) on foreign holidays might not be so attractive right now. If people are sleeping on an old and uncomfortable mattress it still could be the time to change, despite everything else.

And if people decide to make their old mattress last longer by getting a topper instead, that could work in eve's favour.

Rather like at the start of covid we just don't know how things will pan out.

As long as eve don't go bust then things should turn out ok in the end. Might just take a little longer. When others in Ukraine are losing so much my 'loss' here and elsewhere doesn't seem quite so significant.

the eves are in boxes; see them now.

Hi Devon, I found this on FB; looks to be the auction. I can't see the distinctive eve yellow but there must be some in there. They must be mattresses that aren't good enough to go on eBay as reconditioned.
https://www.facebook.com/JohnPyeAuctions/

Weighted blanket sold out again, so must be reasonably popular, and Ginko light baton is back in-stock.

https://www.evesleep.co.uk/collections/sleep-gifts

By this time next week we should have a date for the TU which could fire the starting gun on a bit of a SP rise. We live in hope anyway.

Q: What has family Geeman's attic and the stock market got in common?

A: You should only put in what you are prepared to lose.