Member Info for D-Geeman

Let's hope the bad patch with bad reviews is a short-lived episode and solved by the additional CS staff that should take up their roles in 2 or 3 weeks.

DX are still letting people down. Much as people complain that they can't make a call I can't see that a call to eve or CC personally could help much when DX truck has driven off and left the mattress in the rose bushes or refused to collect the old mattress - or just failed to arrive at all.

Link that (should) work
https://ir.tizianalifesciences.com/news-releases/news-release-details/tiziana-enrolls-second-patient-ongoing-intranasal-foralumab
though most will have found it by now anyway.

Hi Silver, I was invited but don't recall the process as it was a while ago. But I will ask someone over there to post an invitation here, or at least describe the process. Hopefully someone will respond.
Have you got telegram on your phone?
There is an ADVFN group too but I do find LSE the most lively of the 3 forums. There are new views on all three though, so all worth following.

Is this new? Think it isTiziana Enrolls Second Patient in Ongoing Intranasal Foralumab Evaluation for Secondary Progressive Multiple Sclerosishttps://ir.tizianalifesciences.com/news-releases/news-release-details/tiziana-enrolls-second-patient-ongoing-intranasal-foralumabJanuary 10, 2022 at 7:00 AM EST- Clinical data from the first patient, after completing 3 out of 6 months, suggest that the treatment was well tolerated with a favorable clinical response

Hi Dontgive, in fact they did also give advanced warning last year too, but much earlier - on Dec 3, 2020. B you are correct that it was pretty good news last time. Here’s what they announced (on 3/12/20):

‘As at 30 November 2020 the Company had a net cash position of c.£8m. December is also an important trading period and accordingly the Company will provide a more detailed trading update for the full year on 21 January 2021.’

I saw someone on the telegram group say they’d bought 1m shares after the RNS.

Hi Wyn,
I confess that I own SNOW only because a dad at children's Saturday French school works for them her in the UK.. It's as good a reason as any I guess :) Knowing him just made me look into them and as I don't trade much (esp with the $ fees) I tend not to follow as closely as I should.

Having said that they have reached $400 or thereabouts twice and I do see it happening again (and again). I bought my second lot at a higher price than I should and they are outside my ISA so I hope to move them inside.

There is a stocktwits site https://stocktwits.com/symbol/SNOW and I see now that someone is suggesting $250. Certainly I'll buy more inside the ISA and then (hopefully about $400) sell some in 6 or 9 months from my F&S account. No chance of a divi from them for a while so no rush.

They do seem to have a future with their cloud tech. I can see most people and firms using storage from SNOW or people like them.

Sorry for being so off-topic all, but hopefully it's also slightly interesting.

Gosh, I don't know wyn, I just think eve became 'safe' compared to everything else!

I imagine that the sp will rise towards the 19th. Recently the peak has happened a few days before TUs but historically, the peak was just a day or two before. This time it's possible we are getting into new territory. She says profits in 2022 and though they've had customer service issues recently, if Nectar (as Dontgive found out) are now profitable (with less website traffic over the year) then maybe the pattern will be broken and a rise will stick longer than a few days? I guess the sp will certainly be higher as the year proceeds as profits (fingers crossed) show they are sustained.

How do you see it?

(I didn't get my ABDX refund in time to top up here, before the TU announcement. It might come in tomorrow as it really is imminent. I may still use it here if not much happens quickly.. Or possibly in sng..)

TU on the 19th Jan

So what happens to the stock of tests that have been ordered and produced? Who pays for those?

Yep, still owed the money in my HL account. When it arrives I'm wondering whether to buy here, AVCT (or elsewhere) now that I can probably catch a lower price.

Eve Vs Nectar website traffic (& Nectar say they are now profitable)
https://www.similarweb.com/website/evesleep.co.uk/?competitors=nectarsleep.co.uk

Hi Dontgive, yes, I did notice that and just thought they were saying they wouldn't release anything market sensitive or useful to the competition regarding their thinking on the 100 day trial. But now you mention it, perhaps he was saying they will release such info during the forthcoming TU?

It can only be their thinking at this stage as it's too early to notice much impact on sales so far though I imagine it will impact sales going forward; there must be people who will be influenced otherwise why make the extension and why have some other firms gone for longer.

The big thing that it will affect over 2022 will be the number of returns which I'd expect to drop considerably; bound to be a (slight?) bulge of returns in 11 months though as some buyers start to ask for their money back.

I'm pondering whether eve will shortly give us a warning of final result day or just hit us with the figures one January morning.

Received an enlightening response to my email.

Interesting because the 365 is a 'trial' and they had indeed considered it being retrospective; they are attempting to address the delivery problems (which are not where they want to be), and CS shortcomings with new staff and new tech; they want to be trusted to get on with things their own way (I sense).

Here it is:

Hi D-Geeman,

Thanks as always for your feedback. We're sure you can appreciate we are not in a position to share further information at this stage on the trial extension in terms of customer and commercial impact, but rest assured we had indeed taken your suggestion in to consideration during the planning process.

We do appreciate Trustpilot is something investors will look to as a gauge of our overall performance, and we take all feedback seriously. As a reminder, the vast majority of customers receive their orders on time in full, and Trustpilot will always slant the view towards the minority of customers we haven't quite hit the mark for, and sadly at the moment aren't always as quick as we aim to be to proactively resolve. It's not where we want to be, nor where we have been for most of the past few years, but as with all companies we continue to battle some headwinds around staff availability and COVID. This really is temporary however, with new members joining our CS team over the next 2-3 weeks. We also have wider initiatives in place for this year, weighted toward the first half of 2022, to ease the pressure on CS through wider automation and process improvements as we agree this is a critical area to get right ASAP.

Kind regards,

eve'

Hi eve,

Hope you’re coping with a busy period and staff with covid; I’ve noticed a couple of poor Trustpilot reviews where delivery has gone wrong. Can I raise something that just crossed my mind..

Giving people a year to try out the mattresses is a great idea. You should not get many returns in the next 11 months.

But could you perhaps extend it retrospectively, offering the same deal to buyers within the last 50 or 100 days who ask for an extension? So give them an extra 265 days? It might make people who are slightly disgruntled write good TP reviews but could also head-off the danger that people who ordered a couple of weeks ago will purposefully return their mattresses before 100 days to then re-buy with a more generous trial period? Also, people who think about returning their November eve in January or February may now hang on to their mattresses for longer, knowing they can always return later.

I’m not sure how many people would be affected but if 365 night trial is a good idea then going back to around Black Friday for people who ask might be even better.

All the best,

D-Geeman

I guess Directors would have known to buy last week rather than this (but they are still human so make mistakes..)

Dontgive, perhaps eve have not pushed the UK so much quite recently as they might not have had the stock (DX not had the drivers) and clearly customer services have been stretched with covid staff absences. France was a couple of weeks behind the UK with Omicron. I do get the feeling that eve are a little more in control than they used to be and are focussing their efforts where they need results.

It could still be that we are busy enough in the UK through the other channels such as Argos, Dunelm and Next. Those sales wouldn't register as traffic at Similarweb.

https://www.similarweb.com/site/evesleep.ie/#overview is not registering any traffic yet, with <50k visits.

Frustratingly I have some cash due back in my HL account after the ABDX scaling back, but it hasn't arrived. I would have topped up at eve first thing had the money been available today.

https://www.similarweb.com/site/evesleep.co.uk/#overview (December 2020 eve uk had just under 200K – maybe 195K by the look of screen grab – visits)

https://www.similarweb.com/site/evesleep.fr/#overview (France in December 2020 was around 70K visits, again from screen grab, and the trend was falling then. Now it's rising)

https://www.madfestlondon.com/speakers

You can still watch it. Scroll to 21.14 and 30 seconds https://parliamentlive.tv/Event/Index/3269e80b-8ea7-452a-bd7e-ca4c2f33147f

Nigel Evans (Con) seemed to be nodding in agreement quite a bit.

A lot of what was said about Valneva scandal could have been said about ABDX too.