Member Info for D-Geeman

Second time I’ve posted this today, but just as relevant here now:
‘ you got me searching with your '90% lose' claim and it seems it's probably true, on AIM at least.
https://www.share-talk.com/investors-lose-money-in-72-of-all-the-companies-ever-listed-aim-3/#gs.3x2bgo
We have to be careful out there don't we..’

FT, I'm in the same boat as you. Still, AVCT could easily pop out some good news on sales and that would change the sentiment.
My major holding is Eve and I've mentioned eve here before. They will probably announce the date of the next TU in the next day or week. TU should be in July. SP is currently back to under 4p. It should rise into the TU but perhaps to 5p or so, so maybe not of interest to people here. It could then fall back as that's what's happened in the past. Having said that they are supposed to have a CBD product (only a licensing arrangement) in H2 so that's due to begin soon. They've had a good year with online sales of course but I still wouldn't bet the farm on it.
Might be worth people keeping an eye on eve anyway.
1509, do you have any thought's on RMS from here? Could TB still have an interest? I kept one RMS share just so I follow more closely and TB's stable do surprise, to say the least.

Zahirmiah, you got me searching with your '90% lose' claim and it seems it's probably true, on AIM at least.
https://www.share-talk.com/investors-lose-money-in-72-of-all-the-companies-ever-listed-aim-3/#gs.3x2bgo
We have to be careful out there don't we..

AS is now 'over-delivering' on his 'under-promises'!
Only kidding; I'm (almost) sure it'll be fine and continue to think a RNS on a sale will perk things up. I will indeed be waiting for a Vox market ping just after 7am tomorrow. Maybe later this week too.

Unlike posters here, I don't think as many holders are as focussed on things like upcoming TUs until they are actually announced.
We are heading for 198 reviews on TP for June. Guess how many last year? June 2020 197 reviews. That was at the start of the good period though so while we haven't gone up much, we haven't gone down much either. And people who buy pyjamas might be less likely to review, so revenue could still be up through the add-ons.
Costs have fallen too as they are more efficient with their deliveries, and affiliates are cheaper than google ads.
What could revenue be up by, compared to last spring when there were soft months in March April, and Covid hadn't happened in January / February? +10%... +20%?
Anyway, we should see more 'blue days' than red during the next 3 weeks or so.

I mean the date of the TU; not the TU itself

.

I'm going to use https://www.investormeetcompany.com
But you have to register which was easy

When I took a look back I said they'd probably RNS the TU on Tues 22nd, or Wed 23rd of June if they follow the pattern.
We'll see soon.

Worked it out.
Calculé à partir de 710 avis obtenus sur les 12 derniers mois. *
Obviously that's last 12 months.
And 6294 avis depuis le / since 01/02/2016, so total since day one.
So, in the last 12 months, 710 divided by 12 = 59 reviews / month on average. (Odd there are no June reviews yet..)
And in the preceding period 1/02/16 to 1/6/20, 5584 reviews in the 51 months to June 2020, SO, 109 reviews per month approx.
Though I'm doing 5 things at once just now and possibly rushed a bit, from that calc they do need the campaign in France to get things going a bit more to get back to where they were. I can see that early reviews would be less likely to be verified than recent ones. There could also be other reviews sites.

Hi Stephan, many thanks for that. I did look at French TP but could see that no one uses it for Eve.
People are certainly using the site that you spotted. Going though it the numbers are very up-and-down:
Feb - 7 reviews
March - 105 reviews
April - 46 reviews
May - 9 reviews
It's hard to account for that variation; they do have two dates, a purchase date and review date which is interesting. Now that the advertising in France is underway there should a boost ahead.
I’ll have to ask my wife to translate but there are two other numbers interest: 'NOMBRE D'AVIS : 710' and '* 6294 avis depuis le 01/02/2016'.
Is the 710 number of reviews this year, or since the change to evesleeep.fr, or something else?
Have a good weekend, D.

And what have Impact done for Eve? This piece is from 2020 but not everyone will have read it the last time it was posted. It relates to 'affiliates', so magazines and newspapers etc that advertise eve products in exchange for a cut of the profit. It's cheaper for eve than paying google apparently.
https://go.impact.com/rs/280-XQP-994/images/CSdownload-PC-EV-eveSleep.pdf
' Partnership automation helps eve Sleep awaken +114% YoY revenue growth'

https://performancein.com/news/2021/06/18/strong-results-for-impact-and-its-partner-agencies-at-the-pmas/?utm_source=rss&utm_medium=rss&utm_campaign=strong-results-for-impact-and-its-partner-agencies-at-the-pmas
'Impact, the global leader in partnership automation, has been shortlisted for ten awards at this year’s Performance Marketing Awards (PMAs), for work with brands such as John Lewis, TUI, Eve Sleep, Penhaligons and QVC.'
And;
https://www.marketingweek.com/boots-mars-natwest-sprintathon/
The cost to enter a team is £1,000 plus VAT – sign up now via the Marketing Society website.
The Marketing Society rallies industry to raise money for cancer with ‘Sprintathon’
The 38 brands, agencies and media owners already signed up include:
....Eve Sleep

https://www.retaildive.com/news/customers-love-them-investors-love-them-but-which-online-players-can-surv/601622/
And what it specifically says about Casper mattresses:
Casper

Financial Health Rating: 31
Core Health Score: 34
Market cap: $380.8 million
Sales growth 2018-20 +39%
Operating income: -$82.7 million
Long-term debt: $69.4 million
Source: RapidRatings, SEC, Google finance | Note: Financial figures are from 2020. Market caps are as of June 15.

For all its disruption of the mattress space, Casper is yet another digital native player that has never turned an annual profit off its operations. The direct-to-consumer brand has done much to make consumers comfortable buying a product online that does not lend itself to online buying.

Mattress stores for generations have housed dozens of models that consumers can test for comfort, support and all kinds of particularities. Not ignorant of the benefits of a showroom, Casper has opened 70 retail locations after starting out purely online and has 20 retail partners, including Costco and Target, that sell its products.

Despite its comprehensive approach to moving mattresses, and an expansion into the "sleep economy," the company is still working toward profitability. Part of that, as with many digital players, is money spent on customer acquisition. In the furniture space, that is a difficult financial proposition, as furniture buyers don't repeat their purchases very often. And it is not as though the supply is crimped.

"The whole mattress space, to be honest, is a very weird and wonderful world where there seemingly are two gazillion mattress shops and providers around the country," Saunders said. "Casper hasn't shown a clear pathway to profitability. It's a really difficult market, people don't buy that frequently, it's difficult to deliver. Even for a company like Casper, you have quite a high return rate because of the guarantees."

Yesterday, someone speculated AS might not have much to say on Monday. In that case they should just hire Paul Hill of Vox as 'chair' he'd easily fill the time.
Personally, I don't think we can infer too much from a lack sales news just yet. At the risk of stating the obvious they could have *some* sales but not as many as they would like, and so RNSing "we've sold 500 in ..." would be counter-productive. I think we'll hear about sales when they have an impressive amount of sales, and not before. That should be on Monday and I'll worry if it isn't.

Poor I, you have a point. Thanks. I was midway writing this:
I sold out the other day at 9.5p, only to find I'd forgotten about those in my fund and share account (now worth <£600).
Hardly worth selling though I do have a couple of other shares that should move up shortly.
Can any ramper propose a more happy ending to all this? Maybe an announcement that nano-copper is going into A/C on planes or similar?
If TB were to come back then that would at least push the sp up a bit.

Even the most devout pessimist would concede that the SP will rise towards the TU. People who sell at this point have their own reasons for selling, or haven't studied the pattern.

Dontgive, yes, moving well beyond mattresses. I'm puzzled that it seems available in France but not UK (yet). Eve must be pushing hard in France, or trying it out in France first to gauge popularity. Eve's other bed frames seem to be home assembly too but this one is described on the French site as a 'kit' and does look as though it could be genuinely 'flat pack' more than some of their others.

I can't find this bed frame on the UK site (they say there are 7 frames, and none look the same as this) but it's being promoted in France:
https://www.presse-citron.net/matelas/eve/lit/lit-sommier/
And this is the range of 7 UK bed frames https://www.evesleep.co.uk/collections/bed-frames
Here's the translation by google:
Too few sleepers realize the importance of choosing the right box spring and bed. True companions of the mattress, they are just as important to ensure good comfort. They are the ones who will help the mattress through time in the best possible way and for as long as possible. Eve Sleep, as a good bedding expert, understands this. This is what makes it offer you a two-in-one box spring bed, unique on the internet.

Minimalist in style, this bed can be confused with a modernized Japanese futon. Except that it has the advantage of displaying solid slats, a modern style and even modules to put your book or your glass of water. Sober but effective, this box spring bed will surprise you in many ways, starting with its value for money. By combining bed AND box spring, this model will save you money while having optimal comfort.

May be a bit of a struggle to work through this https://www.thedrum.com/news/2021/06/14/clicking-with-consumers-gaining-the-d2c-advantage-connect-the-end-end-retail
'Clicking with consumers: gaining the D2C advantage to connect the end-to-end retail experience'
It includes qualitative brand interviews with ...... ...... ...... ......, Andy Boddy, Commercial Director, eve sleep; and ...... ...... ...... ......, – all of whom share the opportunities and challenges faced over the last 12 months and how their brands have had to adapt.
For invaluable insights, brand interviews and more to help click with consumers and embrace the new D2C reality, complete the form below to download the white paper for free.'

And 'It is clear that not only are consumers making more purchases online, they are also researching new products and seeking out inspiration that they once might have found in-store, giving brands an opportunity to step up and guide them through their entire shopping journey. By providing them with relevant content and advice from the moment of inspiration, right through to the point of purchase, brands can connect the dots of the end-to-end retail experience.

The white paper takes readers through key elements in the D2C shopping journey, with insights and advice on why 2020 was a pivotal moment for retail in driving the shift from bricks to clicks; how to unlock the D2C opportunity, including an in-depth interview with Kraft Heinz’s e-Commerce lead, who set up the heritage brand’s D2C initiative in just three weeks. In addition, the white-paper offers actionable insights and advice on what a good D2C strategy looks like, along with five top tips to boost your D2C offering.

“If you’re not selling D2C in 2021, you haven’t missed the boat, but the boat is already on its way out of the dock,” said Arlando Velho, Strategic Account Director for Brands, EMEA, ChannelAdvisor. “You’ve really got to be thinking, as a business, why are we not selling D2C? It’s an education piece that has to happen internally to understand what the opportunities are.”'

My take-away is that Andy B wouldn't be here if things were going disastrously at eve.