Esr 2022 Share Discussion Threads

[dreambig295] 30/11/2020 22:38

It was lovely meeting you eve sleep. But, unfortunately this time IM OUT

[jock3636] 26/11/2020 20:38

I had this at 80 pGot bored and sold it Whoops

[mikro1] 26/11/2020 19:45

I’m hoping for a trading update soon after Black Friday.. hopefully with trading ahead of expectations!

[mikro1] 26/11/2020 19:45

I’m hoping for a trading update soon after Black Friday.. hopefully with trading ahead of expectations!

[boraki] 24/11/2020 10:04

Slowly creeping up

[goodapple7] 12/11/2020 00:18

Some were not in stock in the first place, probably not arrived from manufacturers yet (eve don't have them either)

[marketboy] 11/11/2020 23:44

5 out of 8 items sold out online at Boots.



Still 6 more weeks before Christmas. Hope they can get more stock in soon.

[katsy] 11/11/2020 10:09

Remember this from the interim's?
"Net cash as at 31 August 2020 of GBP9m"

Current market cap £10.4m

Obviously the cash pile as probably dropped since then, but they were cash positive on their last TU. So not much enterprise value associated with the company at current prices.

[gregpeck7] 10/11/2020 21:16

Probably money just moving around. Eve have benefited from lockdown though.

[richie07] 10/11/2020 08:15

If the marking down is based on the vaccine and the idea retail will shift back to bricks and mortar, I think it’s a false assumption.

For a start, the restrictions won’t be easing anytime soon so online will still be the available default. Secondly, a vaccine is likely to boost general consumer confidence. Thirdly, as has been mentioned, the new normal means increased o/l market share is likely here to stay. It seems a win-win for eve.

[outlawinvestor] 09/11/2020 14:57

Do investors think we no longer need a good night sleep anymore!

Doubt it, more likely they think EVE's advantage as a primarily online DTC business will be weakened once physical stores are back up. Same reasoning behind Ocado's 14% drop and other online plays.

FWIW, IMO whilst lockdown has helped EVE, the rebuild strategy was in no way predicated on the acceleration of online retail. I think EVE had a strong Q3 and finished Oct strong. With a typically good Black Friday and Christmas/New Year I think they will outperform current guidance and 2021 will see Cheryl and team taking the strategy to the next level.

[katsy] 09/11/2020 13:29

Why are people selling this on the news of a vaccine? Do investors think we no longer need a good night sleep anymore!

[katsy] 03/11/2020 14:29

I'm not sure if this is indicative of how busy EVE are but I counted 19 reviews left on UK.trustpilot just in the last 21 hours. All good except 1. Of course you have to assume that all reviews are genuine and not fake. Also not everybody who buys gives a review.

[goodapple] 02/11/2020 09:41

Reaction to last night's start of TV campaign?

[katsy] 26/10/2020 13:52

Not the best investment I've ever done. Hopefully a positive TU should alleviate any fears.

[richie07] 22/10/2020 07:47

The point is a rather odd one. Why a Fever Tree mixer over supermarket own brand? Why a Burberry coat over a supermarket own brand?I think it's because the market tends to support different product price points depending on the consumer you are targeting.

[glavey] 22/10/2020 02:16

Duvet: Eve 115 squid, Asda 16 squid. What to choose?

[glavey] 22/10/2020 02:07

199 squid and it's only a single! I think I'd be more anxious waiting for the credit card bill to arrive! Wellness my ar...e you mad?! ;-)

Perhaps they should sell extended warranties or nervous breakdown insurance.

[someuwin] 21/10/2020 12:46

Time to buy. EVE should do very well in the build up to xmas.

[ewanwhose] 20/10/2020 11:47

OK - my hopes of a quarterly TU are rapidly disappearing over the horizon.

[richie07] 14/10/2020 19:45

And..I understand the weighted blanket is currently back in fashion and, indeed, the price is pitched as a 100% cotton premium version of that type of product so not as outlandish as may first seem.

[richie07] 14/10/2020 19:37

That £200 blanket is a weighted blanket. Google and you'll understand the principle behind ties in to eve developing it's sleep wellness angle. The idea is a heavier weighted blanket is related to relieving anxiety and a method of sleep stress relief - it's actually a clever product to introduce in these uncertain times.

[goodapple7] 14/10/2020 15:58

Errr..... that's £199