Member Info for D-Geeman

Could be I’m not the first to mention this but Avacta gets Zak’s attention (last in the line up) in today’s sharetalk. Abingdon too (and Eve Sleep, but that’s probably only of interest to me) https://www.**********.co.uk/articles/traders-cafe-with-zak-mir-bulletin-board-heroes-june-29-31b0b7f/

Eve could be be 8p soon according to Zak https://www.**********.co.uk/articles/traders-cafe-with-zak-mir-bulletin-board-heroes-june-29-31b0b7f/

Mainly 'buys' today, and consequently up 9% as I write. They've given the date of the TU (Friday 16 July) and the usual pattern would be for a fall afterwards. Eve are getting closer to profit though so one day things could be different.
(Sold my RMS before the recent news arrived so didn't time that well.. Bought Eve and HE1 with what was left – of a not-big stake – so could still get it back.)

Anyone following Yanis's link might not notice the 'Meeting Resources' button to the bottom right of the video.
It's worth a look through the slides, it has things like this:
'Current trading - Strong start to 2021, targeting balanced growth
Revenues for the first two months of 2021 grew year-on-year by 16%
We anticipate a positive but complex year in terms of both demand and supply
• UK anticipate strong first half demand but less visibility for H2
• FR expects weaker first half demand, accelerating second half with a return to marketing investment
• Supply is challenged with ongoing inflationary pressures
• Componentry shortages remain an industry issue, heavily affected by the global pandemic and wider economic behaviours across markets
• No material Brexit impact on trading so far
The French business has now been reset and is ready for growth
• Investing in new TV led marketing campaign from the spring
• Retail partnerships and product expansion continues
• Ongoing product development continues across all markets
• Using a variety of models, including licensing to trial new products in a low risk manner (like CBD oil)
• Healthy balance sheet will fund growth
• Confident in our future, and reaching sustainable profitability in 2022'

Many thanks for that Yanis

Hi Wyn,
'profit upgrade may or would have preceded the TU?'
Would it be necessary? The last one (where they said sales were exceeding expectations) was the only one I can remember and came when, not only were there worries on what the pandemic would mean for sales, but it actually boosted eve that people were in lockdown. Sales were said to be rather more 'off-the-dial', and in fact she then slightly deflated us when the actual TU arrived. Now, we are pretty much prepared for 'average to good' news she can wait and tell us how it is as nothing she can say would be particularly extraordinary. Our current expectations are pretty diverse as we read on this BB regularly.
I do think they'll mention the CBD deal. Hopefully it's still on the cards.
Even if Mrs W wishes to try before she buys I do hope she won't go for a Simba or Emma, and don't tell us if she does; that would be deramping ;-)

Hi Yanis,
I can't see a link to that webinar either..

Hi Username, yes, all good here, thanks, and trust the same for you.
They did say they could've shown a profit but that was possible theoretically by reducing stock wasn't it? TBH, I think someone with more accountancy knowledge should give you an answer. My own feelings are that revenue will but up purely because TP reviews have held up (so far) and in the early spring 2020 the sales had a wobble at the start of covid, when no one new exactly what was going to happen, and months which were replaced this year (2021) by more good months of sales. Surely there's bound to be an increase in revenue and affiliates / the extras / efficiencies in delivery and customer experience will all feed in positively.
Now the shops are open people can buy more in the High Street; that effect will pull against the acceleration of online shopping, which is here to stay. CC has said that people are buying online now when they wouldn't have willingly done so before covid. Which will 'win' should become apparent in TP figures over the summer and autumn. Personally, I think 'on'line' will be dominant.
As for France it's less than two months since the new ad first aired. It'd be fab if eve could report a good May June for French sales but it'd be a bit quick wouldn't it?
I'm sure wyn will give you a sensible viewpoint.

Last day / days to buy below 4p.. Could be for a while; could be forever..
Did you get in Aim T?

Stephan, June 2020 TP reviews totalled 197 and this month we are currently 190 with 3 days to go, so could / should reach 210 for the same period. Last June was going well and they issued the RNS to say that sales were ahead of expectations. Of course it would be good to have many more reviews but if we are still doing as well or slightly better than last year, and are more efficient in processing orders (plus peripheral items), then TU can still be interesting when it arrives.
I am not expecting huge fireworks but revenue should be up.. 10%?

Harpman,
I bought as I understand He is the modern carbon-neutral way of putting bubbles into coca cola.
My principal worry is that there's so much He in Tanzania that the wholesale price will fall. At least cola will be cheaper..

Jackbal, I suspect you missed a post that wyn sent to you RE: featured..10 Jun 2021 07:51. You should track it down.

Will Hunting, wyn’s not quiet, he’s getting high on Helium; One’s enjoying it, as are some others.

HERE’S A BREAKDOWN OF WHAT WE COVERED:

• Henry Wells & Matt Goode: Could you remind our viewers how finnCap Group support ambitious companies? (2:29)
• Cheryl Calverley, Anna Cusden, Kevin Dorren, Rob Halliday-Stein, Mike Hancox & Ben Wigley: Could you tell us a little more about your companies? (4:50)
• Ben Wigley, Anna Cusden, Kevin Dorren, Cheryl Calverley, Mike Hancox & Rob Halliday-Stein: What has been your biggest leadership lesson of the last year? (14:55)
• Matt Goode & Henry Wells: How do the public markets value e-commerce businesses? (20:57)
• Kevin Dorren: What is the one bit of advice you’d give to yourself pre-Parsley Box IPO? (24:25)
• Cheryl Calverley: Do you see 2020 as a ‘boom’ year for your business? (25:08)
• Anna Cusden & Kevin Dorren: Some industries such as the beauty and food industry are described as ‘recession-proof’, would you agree with this? (26:19)
• Ben Wigley, Rob Halliday-Stein, Mike Hancox, Cheryl Calverley & Anna Cusden: Has consumer behaviour changed due to the pandemic? (28:48)
• Ben Wigley, Henry Wells & Mike Hancox: How have you competed with the industry giants in your sector – both globally and in the UK? (35:28)
• Kevin Dorren, Cheryl Calverley & Rob Halliday-Stein: How does a company change post-listing and how does a listed company manage reporting to shareholders on a monthly, quarterly, annual basis? (39:14)
• Matt Goode: What is the biggest misconception about leading a listed company? (42:47)
• Kevin Dorren, Cheryl Calverley & Mike Hancox: When your e-commerce business is undergoing explosive growth, how do you keep a finger on the pulse of your brand? (43:48)
• Rob Halliday-Stein & Anna Cusden: How do you forecast when the buzzword of 2021 is ‘uncertainty’? (46:52)
• Henry Wells: I think these international opportunities be helped by good deals with global partners and acquirers. Is this something you are seeing? (50:12)
• Cheryl Calverley, Rob Halliday-Stein, Anna Cusden, Mike Hancox, Kevin Dorren & Ben Wigley: Who is the organisation that you look to for inspiration in the world of e-commerce? (51:25)
• Mike Hancox, Ben Wigley, Anna Cusden, Kevin Dorren, Rob Halliday-Stein & Cheryl Calverley: How do you ensure you are spending your marketing budget efficiently and getting a good return on that spend? (55:08)

CC talks from just after 4 mins https://www.businessleader.co.uk/inside-the-deal-e-commerce/123366/
Lots of people but some input from CC on Eve.
'Online retailers have performed strongly, with sector tailwinds turning into a strong gale; the extent of the shift online has been extraordinary. But simply being online is not a silver bullet as securing and retaining market share is wildly competitive and can be expensive. This growth has seen a number of e-commerce companies list on the stock market in recent months, with public market investors providing the capital for the next stage of growth and an exit opportunity for Private Equity of Venture Capital investors, demonstrating the variety of funding options available for e-commerce businesses.'

Cheers ST, I guess it also depends on how much of one's portfolio is in HE. I think I'm about 8% which is probably on the low side compared to many others. It still means that 92% of my money doesn't depend on drilling in Tanzania. Someone with 100% here would possibly make a different judgement.
Wyn, as ever you made a good case :-) I may make an exception and borrow a bit off eve if they strike He here!

ST, I've never top sliced a share and it's been an error; I'd be better off if I had. But in the interest of consistency perhaps I should stick to 'not top-slicing' as it'll pay-off sooner or later – and slicing 'the one' would be quite annoying after never doing it before.
Having said that, selling a chunk of this one would mean doing so before solid results come through surely? If they do find He then why slice as it really will be just the start of a steep climb for the sp. And if they don't make a commercial find it'll be pretty much too late to sell by the time we hear.
It all leaves me very confused about when to sell, or indeed when to buy much more (and sell something else to fund the purchase).
As you say, we all have the same issues I guess.

Helpful review there Chris. That really should help sell a few pillows to Indy readers.
No news on the TU.. The silence yesterday and today means a deviation in timing from the last couple of years but doubt that's important. Building suspense perhaps? The CBD deal was supposed to materialise in H2 wasn't it. It could be that they'll mention the licensing arrangement in the TU which could get people excited as it did last time it cropped up. I personally don't think it'll be huge (as it's a licensing deal / arrangement) but if enough people think it rather important, then it will be.

It's not JUST the Delta variant, it's the Delta + variant:
COVID news live: 41 cases of 'Delta plus' variant found in UK, as Downing Street press conference announced
That's on Sky but they mentioned Delta + on BBC last night.

Just posted wyn!
I didn’t sell. Probably should’ve but my holding is still probably a lot smaller than your core. I did top up £535 here though.
If I could trade I would but I need to ‘up’ my trading game first! Several shares I’ve sold (Halfords; Future; G4M) have subsequently done better than what I moved to!
It’s a fickle business and admire you for doing well at it. I think you have a more critical eye and can read the underlying message in the RNSs which is rather a useful skill. I believe the optimism of the CEOs too much :-)
Tanzania going well though.
Could be Eve news tomorrow. And TP rate up a tad today. Could take us to 200 perhaps