Member Info for D-Geeman

https://www.effie.org/case_database/case/UK_2021_E-636-053
'SUMMARYThis paper is about how, in spite of the dual pressures of a reduced (and comparatively tiny) spend and competitive behemoths piling in on eve’s ‘sleep wellness’ positioning, eve was able to not only survive; but thrive.
This paper is not about incremental change or successful testing – it’s a story of how a (currently unprofitable) young brand had to spend radically more efficiently to maintain the brand, build trust, and grow quality perceptions, traffic and By finding new ways into proven channels. By building a highly efficient creative vehicle'

G-Man11 are you OK? I only ask as I'm doing a bit of Track'n'Trace contact tracing, and I know I once wrote to you, suggesting we could easily be confused (with one another..) by the crowd here.

It turns out that I've 'infected' as I also wrote (& more than once) to Ray Thurtle, and Wyn – possibly NDN. Symptoms are instantaneous and include; people telling you to F / off, even though they hardly know you, and your posts may only get 1 up-tick however good they are (I see that your very excellent post earlier only received one up-tick.. )

One up-tick is rather like getting a (false) positive Innova test result.

More severe symptoms include finding yourself in Green Boxes belonging to fans of PL and FTS. If you find yourself in Green Boxes, then that's rather like a PCR positive – or AffiDX positive once one's available for home testing.

The answer of course is just self isolate (post nothing) for 10 days and you should be ok (certainly don't post during market hours which explains why I'm a bit late now) but if Green Boxes persist, that would indicate 'Long Tainting'. Long tainting is a tricky one to cure. It could go on as long as this BB..

Sorry for the distress and inconvenience Bro..

I guess if Tils does better on the Nas (that's what they 'promise'..) then it's sensible to vote 'for'.

My initial thought was to vote against. I also thought that HL could cope with the Nasdaq, even in an ISA as it's a recognised market. HL once told me that when I enquired about another stock.
I have Tils in my ISA and Fund and Share account. Better that they are brought together at least, save paying twice to sell them when I choose to do so, on the Nas. I hope that will happen.

NB: 'As we scale the French market'..

Just had a reply from customer support regarding reviews in France:
'Thanks for your message and great, as always, to see your active support for eve (indeed now also in France). Every review matters when it comes to advancing the eve brand.

For context on why we haven't had a proactive presence in France on Trustpilot, the market preference there is to use Avis Verifies (their review platform equivalent). As an investor who clearly knows a fair bit about us, we're guessing you've seen our presence on that platform with >400 reviews in the past year, with a respectable 9.2/10. As we scale the French market, we're confident that will unlock efficiencies and opportunities to further enhance the customer experience and overtake the competition as a result.
....
For us, we'd rather not send 2 reviews for different platforms so align with the market preference for AV. However, it's great to also now have Trustpilot option open to customers where they would like to use it. That being said, we won't "claim" the page as the cost to do so is not insignificant, and there will unlikely be many reviews each year to respond to directly.

Hope the above all makes sense, and thanks again for your support.

Kind regards,

eve'

CC in ‘Marketing Week’

https://www.marketingweek.com/embracing-ambiguity-self-awareness-leadership/

Morphée Sleep Aid on the Evening Standard list of best sleep white noise devices.
https://www.standard.co.uk/shopping/esbest/kids/best-white-noise-machines-b954763.html
Can't harm us, and all these extras must be building up.

FTS, I don't think the site is working correctly. Posts disappear and reappear regularly, since the crash a week ago.

Yanis, if eve is your major holding, we defo have something in common! It's around 35% of my PF now..
*IF* France doesn't go as quickly as she hopes I assume she'd trim her spend to make sure the cash doesn't get dangerously low. And by then – fingers firmly crossed – UK will be generating cash. If eve becomes firmly profitable then all sorts of opportunities arise.

I just checked this out with my wife before posting, to get it right. In her opinion people in France have been using foam mattresses for much longer than people in the UK. When she was a child, her family had foam – obviously not the sophisticated ones available now, while in the UK (just her impression as she wasn't here) people all had sprung mattresses.

To me that translates into France being a ripe market to sell to.

If France goes well in the next year because of what CC has spent now, it'll be worth it. She does seem sensible so I trust her judgement on the wisdom of keeping France going, and now attempting to expand there with the cash in the bank. If she sat on the cash while UK is more or less breaking even or even profitable, what would be the point of having the cash? (answering my own question I guess it would help with the SP but doing well in France will boost the SP, just a bit later, so long as it comes off.)

Yes, you're right Esperanza. The reason is that if I tried to write about affimers, and numerous other aspects of Avacta, about which I know little beyond what I read here, I'd be completely wasting my time and everyone else's. (I did have a nice chat about Alderley and Didsbury once with Scardey so I do post on other aspects.) When I write to Wyn or even Ray (who once said something I disagreed with on LFTs and then he was good enough to write back saying I'd made a good point (I was in France at the time, taking LFTs to travel back to the UK) its to show that someone appreciates their objective points when they make them. I would say that Ray makes fewer objective points than Wyn but I've ticked quite a few of Ray's post.

What I object to is the bullying (or attempted bullying) of people who make good points, especially when they use crude, over-the-top abuse in an attempt to silence. I'd like to read all views so would prefer that people who sometimes post unpopular (but quite possibly valid) views feel they have an audience otherwise they'd give up.

If you've looked at my history you'll see I do regularly make points on one company I hold as I feel I've done quite a bit of research on that one, and expect it to do well (which can be controversial over there) in the next 3-12 months.

Sorry Spreranza, I thought you had Wyn in a green box. Now I'm not reading people's posts properly!

Speranza, you're not even close. Keep guessing.
Wyn, NDN, if you were the same person you would read / sound vaguely like the same person. How is it some people miss that crucial point?

I wrote to IR on sept 7 ( asking them if they are experiencing any supply problems.') and no reply. Presumably I'll have to wait till next week for the answer to that one.
TP on 167, mid month, so still heading for 330 reviews this month which is up a healthy amount on last Sept (264). In my mind they are doing better than they predicted (last time) for H2 in the UK.

' I wish CC would buy some shares to turbocharge the SP.'
I take your point Yanis but she has so many 'options', at an incredibly low price. She is focussed on making eve a profitable success which will have the same effect (better effect, more enduring effect) IMO.

He gets the date of the TU wrong (I think it’s 23/9; he says 22/9) and he might like to self test with an AffiDX (hua permitting) for that cough, but might be of interest. I have only partially listened.
https://m.youtube.com/watch?v=cqJ0KSrJ2xc

They could have done better than they expected back in April. She tells it how she sees it which is a good thing. I personally feel they will have exceeded their expectations (but it could only be marginal, I don't know).

One of the questions towards the very close of the webinar:
'will 2021 be profitable?'
CC: 'Unlikely, as per the FinnCap broker note'.

DJ, you've said you're fairly new to Eve. Have you seen the recording of the webinar in April?
https://www.youtube.com/watch?v=JSUg0U1TYLk
They – CC & Tim P – talk about France from low / mid 20 minutes in, but the whole thing is interesting. I'm listening again myself.
CC did predict a pull back for H2 as people increase spend on holidays etc. She said H1in UK benefitted from a pull fwd of spending on mattresses and that demand would soften.
I don't have many friends who spent a lot on holidays this summer, they say the shops are still quiet, and I don't see a reduction in TP reviews and we're 2.5 months into H2.
Anyway, the recording is a good way to manage expectations towards the TU.