Member Info for D-Geeman

And:
'Ukjrb57 10:50am
(show/hide) 33 of 83
6 (thumbs-up)
On Eve Sleep, I agree its looking very interesting at these levels with a market cap of £12.5m and net cash of £8m. New senior management team, focused on UK / France, with a mattress that is top rated by Which. As well as Online direct sales, signed up with decent partners, inc Next in UK and Olivier Desforges in France. Current 2021 forecasts look ultra conservative. Company kept beating guidance over past 6 months and would hope for the same this year (I hold).'

I could have interpreted this incorrectly but..
In the comments / replies section to his piece, it looks like someone quotes Paul Scott back; thus:
'Quote Paul Scott as of today
Eve Sleep
(I hold)
4.5p - mkt cap £12.3m
Just a quick note, as this share is high risk, illiquid, a total punt, with a very poor track record.
However, its recent trading update caught my eye as a possible special situation.'
https://www.stockopedia.com/content/small-cap-value-report-thu-4-feb-2021-idp-eve-igp-vlg-vtu-755969/?page=3#comments

Paul Scott at Stockopedia mentions Eve in his report today, but it’s behind a paywall & I don’t have access. Must be reasonably positive (though might just regurgitate the RNS) from the headline:
'Small Cap Value Report (Thu 4 Feb 2021) - IDP, EVE, IGP, VLG, VTU,
Thursday, Feb 04 2021 by Paul Scott
Report
Good morning, it’s Paul here with the SCVR for Thursday.
Agenda -
Eve Sleep (LON:EVE) - trading update - still has plenty of cash, and losses reduced.'

Topped up (DDDD) this afternoon after their encouraging RNS this morning, and (muted?) reaction from the market. I'm hoping that the news is just a bit slow to sink in but that it'll get picked up soon.

Can't hurt at all (regarding Eve's future global expansion!) that Mr Choudhry worked for a Berlin based co. for 4 years.
Anyway, nice surprise to have the sp rise 8% today.
Retail Gazette's take on the news:
https://www.retailgazette.co.uk/blog/2021/02/eve-sleep-appoints-masood-choudhry-to-the-board/
I'd top-up if I didn't already have 40% of my pf in Eve.

Can’t be long till there’s a Director’s share purchase:
‘ Masood Choudhry appointed as Independent Non-Executive Director

eve Sleep, the direct to consumer sleep wellness brand operating in the UK, Ireland and France is pleased to announce that Masood Choudhry will join the Board in the role of Independent Non-Executive Director with immediate effect. Masood also joins eve's Audit Committee as Chairman.’

Emma 9.5
Hypnia 9
Eve 8.8
Simba 8.5.
2 Hours ago: https://www.presse-citron.net/matelas/taille/matelas-180x200/

Hi 1509,

I did post my 110,000 on RMS and see my name on the list. I also have just £300 worth with Trading 212 but I don't think they will vote, and such a small amount can't really help. having said that, if I do top up with 212 it may be worth it. I'll see what happens with the sp and with my bank balance. The RNS this morning was almost funny..

.

You're right Genius; searching mattress in a box or memory foam mattress on Amazon doesn't bring up Eve. It finds Emma and others I haven't heard of. And in fact teaching 'Eve Sleep Mattress' brings up Eve after Emma.

...Andy Boddy being relevant in that he comments on the relationship between eve and Amazon in the case study

Ande Boddy has been there for two years;
Commercial Director
eve sleep
Jan 2019 - Present2 years 1 month
And if you type Eve S or Eve M you get eve sleep or eve mattress as the second or first choice on Amazon - well at least I do. Not sure if that means very but we are certainly available on Amazon; I didn’t click on ‘Eve’ as I didn’t want to run up any bills for the Co.

I lack conviction in many of my choices this month but don't want to wimp out, so;
RMS could still do amazing things (I've voted against on HL)
Eve Sleep (it did go up, but then fell again. No reason for it to go up this month but you never know..)
Avacta
(I'll save a sneaky one for next time!)
Thanks for organising this 1509.

I hadn't heard of one of these till 5 minutes ago but Eve must be following the tech:
https://www.cnet.com/health/what-is-smart-mattress/

No 'Our Eve' but there is another sleep aspect to this; Maybe CC will give it some thought?! I will send to Eve's IR.
"The products the company will sell include Natural CBD Sleep Cream"
https://drpgazette.com/2021/01/29/eve-co-incorporated-otcmktseevvf-announce-licensing-agreement-and-shipment-of-first-cannabis-infused-bath-bombs/
Eve & Co Incorporated (OTCMKTS:EEVVF) Announce Licensing Agreement And Shipment Of First Cannabis-Infused Bath Bombs

Bought a tiny bit of Angle yesterday; no spare funds so somewhat limiting. But will be happy to increase as the price goes up.

Eve gets another good mention in Which? (alongside other mattresses, but not Nectar or Simba) Affiliate marketing. https://www.which.co.uk/news/2021/01/top-mattress-deals-for-winter-2021/ :
'Eve mattress deals Eve’s winter sale ends of 1 February, but you can currently get 35% off its range of popular mattresses. This deal matches it’s Black Friday deal, so if you missed out then, this is a good deal. Mattresses on offer include the recently tested Eve Original Hybrid. At the moment you can buy it for £389, which is a saving of £130.'

Read more: https://www.which.co.uk/news/2021/01/top-mattress-deals-for-winter-2021/ - Which?

110k votes against all 4 resolutions (every little helps..)

If DOH is a fan of '2001: A Space Odyssey' he'll surely come back as 'CNG' (if you find that hard to get used to, it sounds-like 'Synairgen')

I didn't know much about Nectar, Si.
Seems they ate pretty big in the US. Don't think you could describe them as a 'small fish'. I can't find much about them in France yet. They certainly seem have the clout to invest in the UK and it's shown.
We had more web traffic than them in December 2020.
From the 'About Us' Nectar USA site: "We are a passionate team who believe that everyone should have their best night’s sleep - night after night. With offices in San Francisco, New York, Tel Aviv and London, and a company motto to work hard, have fun, and sleep deep, it’s no surprise we were named one of the best places for employees in NYC."