Member Info for D-Geeman

If, like me, you didn't get chance to watch Zak talk about Eve charts earlier here's the link
https://www.share-talk.com/share-talk-bulletin-board-heroes-monday-14th-september-2020/
Even Zak says 14p might be a stretch but that's where his line leads. And this is 14 Sept so up-to-date

'buy on the rumour sell on the fact.... '
When ASOS announced good results on Aug 12 ("profit for the full year are expected to be significantly ahead of market expectations") I sold in the morning on a small retrace, but the sp then continued to rise for a couple of weeks. Even now it's just about where I sold.
They say not to fall in love with a share but at the mo it's reciprocated, which is handy. How will we feel in the morning I wonder?!

They've been recruiting staff. Not many recruiting at the moment.

Hiring on Eve site:
‘Customer Experience Executive - French and English
Customer Experience · London, London, City of Apply for This Job’
GregPeck, not many negative posts here these days (noticed you on ADVFN and that one negative poster / long ramper)

Wyndrum! Seems perfectly reasonable to me to ask for TP reviews. They do in the UK; probably don't in France, and Emma / Simba must ask to have got in the 1000s. I do notice that of the 3 reviews, 2 were last month and one was 13 months ago. So arguably French Eve have doubled sales :-)

Already had a response from IR. Reassured that they'll look into it.

Goodapple, you’re absolutely right. I’ve just written to Eve Investor relations with the trust pilot review figures for Emma, Simba and Eve so maybe they can encourage more positive reviews of Eve in the future

According to my French brother in law who lives in Paris: ‘Yes, there is quit a lot of advertising about eve mattress in France’
But, France Trustpilot; only 3 reviews and all bad! https://fr.trustpilot.com/review/www.evematelas.fr
(Unless I only managed to click on 1 star reviews on my phone...)

While Emma France have 5200 reviews and Simba France, 3000, and Hypnia(?) 318.
I guess Eve France need to proactively ask for reviews, comme le Royiame Uni.

Not sure if they’ve been inundated with orders for mattresses etc, or sloths. On balance, it's sleep products and bedding I think they are saying, which bodes well for Tuesday.

https://www.evesleep.co.uk/eve-sleep-sloth
'Goodbye….for now
Since we released our very own twinkle toes to the world, requests have come in thick and fast. Unfortunately our busy product design team have been inundated with orders so they need to take a little breather. If you fancy finding out when our sloth is back, then just sign up and we’ll keep you in the loop!'

And Wyndrum, am I interpreting the RSI Correctly? Despite the sp rise it still looks Oversold or neutral rather than Overbought? Nice.

Trustpilot: Eve used to be on 4.6 stars, on average. Around six or eight months ago it had slipped to 4.5 which was disappointing to us (me anyway.) Not sure when but I see it has now bounced back to 4.6 - so customers are slightly happier on average again. All helps.

Mrs Geeman just arrived home from school run, quite excited.
Seems one of today's Roald Dahl costumes involved the boy wearing an Eve Hybrid Mattress box (Boy was giraffe; box was tall building, which will make sense to readers of 'The Giraffe and the Pelly and Me'.)
Admiring parents had heard of Eve and 100 day return policy but parent of child said the mattress was so good they would definitely be keeping it! Mrs Geeman said we also have an Eve. Defo FOME at our school now :-)

FOME ; the Fear of Missing Eve

I wonder if the stuff they sell in France is all made in U.K. too. A Hard Brexit may not help exports overly.

Thanks Wyndrum and Lemming, and Comp Interest,
I also had Kier and, being so focussed elsewhere recently, had not really noticed the slow-but-sure slide in my holding's value. I bought mostly when they were announcing HS2 etc. My Kier was down 50%..
This morning I've just sold Kier and put the proceeds into Eve (Mrs Geeman knows..) but it could be that I sell this portion before long at all and move back to Kier depending on results day at Eve, and results day at Kier. Eve results are first of course which is handy. For me I think the chances of recouping some of the Kier losses (in the next few days) are actually best in Eve.
ErrHum, good to see the latest reviews of the Original Hybrid doing so well. Eve must be going places; Kier will be going places, just a little further down the track.

Really, my final final final final top-up – honestly (– Mrs Geeman made me write that.)
We've all seen how this can change very quickly. I'm convinced sp will be up soon and since I'm well in blue at this level (which feels a heck of a lot better than 60% down) I'm relaxed. After the update I do wonder whether the price (whatever it hopefully rises to) will hold over the next few months when there'll probably be very little news before March 2021. But, one thing I've noticed over the last three years is that things often happen that no one has predicted on these boards, even though almost every scenario gets predicted. So I'm prepared for complete surprises.

Companies renting out electric scooters have public liability insurance, whereas teenagers and young adults generally don't. I guess the trial is just to see how many scooters (and their riders) end up under lorries, and how many pedestrians get knocked off the pavements and crack their heads. Actually, the trial seems sensible to me but agree scooters are going to be popular (and annoyingly they often overtake me on my bike now.)

"They need to get that quick saliva test out soon".

Halfords were probably not really online; Eve are solely online but I note that Halfords just announced 'Online sales grew +160%' in their update today. Could be that they only sold 1 bike online last year, and now it's a few, so hard to take too much away but it does confirm how people have moved online generally.

Halfords Group PLC (HFD) FY21 20-week Trading Update 08-Sep-2020 / 07:00 GMT/BST Dissemination of a Regulatory Announcement that contains inside information according to REGULATION (EU) No 596/2014 (MAR), transmitted by EQS Group. The issuer is solely responsible for the content of this announcement.



8 September 2020

Halfords Group plc

FY21 20-week Trading Update

Halfords Group plc ("the Group"), the UK's leading provider of motoring and cycling products and services, today updates the market on its trading performance for the 20-week period to 21 August 2020 ("the period"); progress on the execution of its strategy; revised outlook comments; and release of investment case summary.

Key highlights

The Group delivered a strong trading performance in the period, with sales up +5.0% on a LFL basis, driven by: a larger cycling market and a positive impact from the current staycation trend, the benefits of our new Group web platform, and increasing scale in our motoring services business. We delivered strong growth in our areas of strategic focus: Service-related sales were up +6.3%, B2B grew +25.9% and Online sales grew +160%. We are also on track to deliver 300 bps of gross margin improvement in our Cycling business in FY21. Strong strategic execution and operational agility allowed us to fully capitalise on market tailwinds Assuming expected demand levels in September and stability in the relative value of the US dollar, underlying H1 FY21 PBT1 is expected to be in the range of £35-40m. Significant uncertainty remains for H2 FY21. Given the natural fall-off in the relative strength of cycling and staycation products during winter months, alongside a difficult economic outlook, H2 FY21 PBT could be significantly lower than H1 FY21. Our strategy will see us further develop into areas with good long-term growth prospects, such as motoring services, B2B and electric mobility, which will also provide us with higher customer retention, more resilient demand and higher returns on capital. We also believe some market tailwinds, supported by Government investment in infrastructure, will continue for the medium-term.
(1) profit before tax, pre-IFRS 16

Graham Stapleton, Chief Executive Officer, commented:

"This 20-week trading period started on 4 April and therefore coincides with the most significant impacts of COVID-19 in the UK. Our number one priority has always been the health, safety and wellbeing of our colleagues and customers, and on behalf of our Board, I would like to express my sincere gratitude to our dedicated colleagues and loyal customers for their support and patience during such a challenging time.



We are pleased to have delivered a strong trading performance during the period. We have been able to move quickly in order to capitalise on the continued strong demand for cycling products, with sales of electric bikes and scooters up 230% year-on-year, while cycling services have been boosted by our free 32-p

scrambled around a bit and followed with another top up too. The Sept interim results are guaranteed to be good (after the RNS) but then there's usually a dearth of Eve news in the autumn and winter – till March. Maybe this year will be different.
My other 'skies the limit' share looks promising this morning so thanks for coaxing me back in there Wyndrum