Member Info for D-Geeman

Synairgen just on Radio 4 News!

Hi Barnetpeter, do you think that TILS needs to leave AIM for the Nasdaq price to increase? Also, have you been following the last place we were in touch?

Just a thought adaman. 'Set an order to sell at £10': Rather than an order to sell at £10 you could set an alert, and then at £10.01 set a stop loss for £10? Then raise the sl as necessary..
I know it's slightly riskier as a sp might fail but you could get the benefits of a further rise. Nice conundrum to be considering though!
I wish I'd done this myself yesterday when I sold something at a 30% profit around 11am only to see a further 3% rise by the close of the day.

Wyndrum, you are somewhat correct with your statement: 'remember, over the last 2 years EVE has sacrificed sales turnover (ie selling less beds)' – but we only know that to be true up to April. Even before April, Eve was teetering towards a profit on some measures. Possibly lower and certainly definitely more cost-effective marketing during lockdown could well have been coupled with greatly increased sales.
We are constantly told that sp looks forward and (good) May June are probably better guides to the future than what was happening a while ago. Just a few days to wait now..

This is an interesting article on TP reviews. It does support the theory that SOME companies did / do manipulate the figures, Yell (as in Yellow Pages) especially.
But can you imagine the stink if Eve were actively doing this? It'd be bound to get out sooner or later, as it did with Yell. Just not worth the reputational risk in my opinion. Eve does sound to have switched from the free service to the paid service during the recent past, I would guess.
https://www.seotraininglondon.org/can-you-trust-trustpilot/

When we bought our Eve original over 2 yrs ago, no one asked us to give a TP review. Nowadays Eve actively asks for TP reviews, and since CC took charge Eve give replies to reviewers. TP has also become more more popular in itself. I give more TP reviews these days than I gave 2.5 yrs ago and it's conceivable that I'm not alone.
Thanks Lemming for the stat that ' 9% of their total ever reviews, ... achieved in 10 weeks': I think that must be significant..

I've just added XSG to my list on the 'Vox Markets' app I have on my mobile. From now on I'll get RNS alerts as they come out. Someone recommended 'Vox Markets' on another board and they said it was free (do double-check) so I downloaded it and don't seem to have been charged. So far it's been very good. Certainly getting alerts 10 / 15 minutes before HL send me an RNS email

Good afternoon Wyndrum. Thanks for the tip! Excellent news

You said 50/50 earlier. That's better than most restaurants. Fingers crossed here then, based on basket of indicators.
RNS: TBH, I didn't.. There've been others today (TILS) and been preoccupied! Will take a look.

Wyndrum, you're right of course, I we don't know their margins. They do encourage trustpilot reviews now, and reply to reviewers, but I would be extremely surprised / shocked if Eve encourage fake positive reviews (maybe holders of rival mattress comps plant fake negative reviews?).
I don't have shares in Tesla cars but I did bookmark them at $400 because I thought 'electric cars are the future; I may buy Tesla when there's a dip' despite not knowing the profit margin on a car, the level of warranty claims, the life of the batteries etc.
Now Tesla shares are .. $1500? Are they profitable? Do I wish I'd bought? :-)
I have the same feeling that mattresses are a big market as we all use them and mattresses-in-a-box from online sellers are here to stay. I assume these companies (Casper, Emma, Simba) wouldn't even get set up if there wasn't a profit to be made if the sales are being made.
Only a few days to go to the next instalment of the mystery..

Hi W, Your line 'Just because Emma is selling loads more stock does not mean EVE are growing at the same rate. Just because online shopping is booming does not mean EVE are benefitting' made me think of the Judge when I sat on a jury a few years ago...
When summing-up what 'sure' meant the Judge told us that one couldn't be SURE that if, when knocking on a door and a face popped out of a window upstairs and shouted 'I'll be down in a second', and then the same face appeared to open the door, that they were necessarily the same person (there could be twins involved) but that it was reasonable – SURE enough for innocence or guilt to be proved – to make the assumption that the person was one and the same.
In the same way, we are told that Emma is doing well +120%. Trustpilot tells us that Eve is getting more reviews on sales. Online sales are going well generally as the shops have been closed. People say there's been a hastened and likely permanent shift 'online'. We were told May was 'good', and CC's earlier 'disruption' really could just have meant disruption in the factory, in the office, some people self-isolating etc. rather than anything unduly sinister.
We'll get more info in a week and not much I can do myself other than hold or perhaps de-risk a little around a spike..
And if anyone on this board happened to hear the same story from a judge when they were sitting in the dock, I'm sure he tells it to every jury!

To be fair to Wyndrum, he has a very similar approach to shares he writes about :-)
W; I am still slightly surprised you sold eve so recently when the slight (so far) strengthening of the sp was anticipated. Having said that there are plenty of places that have done well in the last few days and maybe your £s have done very well in another place.
I work form home and have 'another job'. Is it just me who sometimes buys or sells because 'thinking about what to do next' is just taking up too much time and once a decision has been made you can move on and get other things done? I shouldn't admit it but sometimes I think 'what will be will be' as agonising and researching doesn't yield better decisions, or something completely unexpected (cover for eg) comes out of the blue.
Eve could take a good while longer for a complete re-rate (assuming it happens) but to ask 'what has changed in the last 6 weeks?' is easier to ponder. The last update didn't refer to the period that could be the most promising phase (from Eve's point of view) of the journey. So we have moved on from the 'market went... umm…' to knowing that lockdown has been good for the bed-in-a-box and sleep industry, of which Eve is an unarguably a pretty major force.

I’m guessing the thinking must be: When tils sp goes up, a bundle of 5 will be quite valuable and maybe they think easier to trade bundles of two.

"nudge nudge , wink wink, attitude", no really, not at all. PLC has specific times to make formal announcements. Emma for eg can talk to a mag and say their sales are up.. 120%. Eve can't.
May wasn't in the last period (was it?) so she only said it was 'good'. Seems fair enough to me but, as I say, you could be right.

I suspect CC has been reserved with her comments; they can't hand out market sensitive information through the press, in the way private competitors can. She said as much in the interview.

Last financial update covered the period before people knew which way the cat would jump with the whole lockdown thing, and also I think there was a degree of sexism at the appointment of Cheryl C, not of the open shocking type I first saw on the Kier noticeboard which went more or less unchallenged, as CEO Which led to a couple of people saying ‘if James Sturrock has gone I’m selling out.’
But of course Wyndrum you could be right in your concerns too; time will tell.

Eve has an awful lot of baggage from the previous regime so the naysayers have, until recently, had the unenviable and catastrophic fall in sp to back them up: "they're doomed" etc. Recently SP's been on the (modest) rise. Due to substantially better management and recent external events we could be on the cusp of a re-rate; certainly I'd be surprised if the trading statement is a damp squib. We know people bought more mattresses for lockdown – so that people in households could sleep separately, and the shops were closed. What's far less certain is how the market will react to the statement. Good news isn't always appreciated at all. If people expect a fall after an announcement it's a self fulfilling prophecy. Maybe even an optimist should sell and buy back later on the dip, or not buy back at all. What chance a sustained rise after the statement? It hasn't happened before but there hasn't been a better chance (that I can remember) than now and I say that as a realist rather than a wishful thinker.

Cheryl Calverley hasn't been CEO for Calverly very long but we've seen much more of her than of John Sturrock in more than a year. Not sure what you can necessarily take from that but I see it as a positive.

Mattresses-in-abox are here now. They are not going away. The only question seems to me to be whether Eve will be a force that will endure. Evolution means that a slight advantage here and there make the difference between success or extinction in one or all territories. Does Eve have the genetics for survival? I think it does but we shall see..

Hedge, seen your comments elsewhere today. Things are looking-up all round I think