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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Revolution Beauty Group Plc | REVB | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -0.52 | -3.38% | 14.88 | 15:01:19 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 15.20 | 14.48 | 15.20 | 15.40 |
| Industry Sector |
|---|
| PERSONAL GOODS |
| Top Posts |
|---|
Posted at 16/1/2025 18:06 by jaknife wallywoo,"You picked the wrong time to Troll revb. Just after a 60% share price rise (13 to 20p)." Apologies for the slow response but sometime it is easier to to explain post-fact than it is to explain pre-fact and have an argument! As I was saying: ==================== It looks inherently a poor business with poor numbers, a weak balance sheet and a major debt problem. Realistically the debt simply just shouldn't be there as REVB have no realistic way of repaying it. And at 19.76p the market cap is £63m and net debt is c. £26m. So the EV is £89m for a recurring loss-making business!?!? If I was the bank(s) I would be pushing for either (a) a strategic review - sell everything and so long as they get £32m then the banks are fine, or (b) a substantial fund raise of c. £10m to £15m to repair the balance sheet. A fund raise will be difficult in the current market and the February results are forecast to look poor so (b) will be doubly difficult. ==================== REVB's balance sheet is horrendous, to begin with the net assets are negative. But fundamentally there's a massive chunk of debt (£32m of bank debt) that the business can't support and has little hope of being able to repay without some sort of financial restructuring - at the bare minimum they need to do a placing to raise at least £10 to £15m of cash. The RCF matures on 19 Oct 2025, REVB will want to deal with the RCF ASAP and certainly well before they publish the Feb year-end annual accounts. JakNife |
Posted at 04/1/2025 18:18 by wallywoo Yep, and it's hard not to compare with Warpaint. They have £100m turnover with a market cap of £414m. RevB have an estimated revenue of £165m for 2024 and a market cap of £55m. Sure the balance sheet here is not as healthy, but all that can quickly change if growth comes back.You could easily see 30p here in 6 months and much higher in 1 - 2 years. |
Posted at 04/1/2025 08:42 by wallywoo Lol, JakNife!!!You picked the wrong time to Troll revb. Just after a 60% share price rise (13 to 20p).This company have a stated objective to grow to £1B sales by 2030. That's 600% growth from current levels. I believe they have a good chance of achieving at least 50% of that growth. Say £600m turnover by 2030.Revb are shaking up the beauty industry, providing good products for a fraction of the large corporates. That's always going to be a tricky ask. I have studied the balance sheet, they have managed debt well and added fixed assets over the last few years. Margins are improving too.Imho, the share price will consolidate at these levels and move higher in 3 months when further progress is made. |
Posted at 03/1/2025 22:06 by jaknife robbnw,"This is an inherently good business Big upside with the shares now" What makes it "an inherently good business"? 1. It can't be the revenue growth as revenue is down. 2. And it can't be the P&L as it's a loss-maker (other than last year when they had a large non-cash adjustment). 3. It can't be the cash generation as it's burnt cash every year since listing and is forecast to burn cash this year. 4. It can't be the balance sheet as that's super weak - eg it shows negative net assets. 5. And it also can't be the balance sheet as there's £32m of debt where (a) they breached covenants last year (waived), (b) it wouldn't be supported by a standard covenant package (negative net assets and insubstantial EBITDA), and (c) it all matures on 19 Oct 2025. It looks inherently a poor business with poor numbers, a weak balance sheet and a major debt problem. Realistically the debt simply just shouldn't be there as REVB have no realistic way of repaying it. And at 19.76p the market cap is £63m and net debt is c. £26m. So the EV is £89m for a recurring loss-making business!?!? If I was the bank(s) I would be pushing for either (a) a strategic review - sell everything and so long as they get £32m then the banks are fine, or (b) a substantial fund raise of c. £10m to £15m to repair the balance sheet. A fund raise will be difficult in the current market and the February results are forecast to look poor so (b) will be doubly difficult. JakNife |
Posted at 03/1/2025 11:43 by daveme REVB has definitely given its share holders a fantastic Christmas present! Now with the Chrysalis situation behind us, hopefully the performance of the company will now start doing the talking going forward into 2025. The market definitely thinks so. |
Posted at 02/1/2025 07:14 by wallywoo The legal claim was for £45m, so settling without losing much cash is a good win. Especially as £45m is the current market cap.Revb now need some growth and to generate some cash. Personally think that looks likely over the next few months. 20p+ coming, imho. |
Posted at 10/12/2024 18:30 by oilinvestoral Completely missing the point Northwards! I wasn't debating whether revolution Beauty had expansion/ growth potential or not! I was simply addressing your "do the numbers remark"/ trying to say that it's cheap based on a EV/ sales multiple given what was paid for BAR by W7L.My point is that given the multiple W7L paid , you could argue that REVB is fully valued based on current sales! Now if they grow in the United States of America , Japan , Italy Honduras Nigeria Nicaragua Albania Vietnam etc etc etc then the "sales" part of the EV to sales equation would change and the price would have to change to reflect that! Hope that's clear now! |
Posted at 09/12/2024 19:40 by oilinvestoral "Why do you assume the deal included the full 7m cash on the balance sheet ?"-------I don't "assume" my dear northwards! I simply read RNSs & comprehend them!Not only will the FULL £7 million balance be part of the deal but W7L state in no uncertain terms that if BAR distribute ANY of the £7 million or spend any of it without W7Ls consent, W7L reserve the right to change the offer price & adjust it accordingly! I know that's not what you want to hear as it doesn't fit the REVB narrative but unfortunately thems the facts! |
Posted at 09/12/2024 14:50 by oilinvestoral "Interesting to see Warpaint pay 14m for Brand Architeckts - last full year delivered 17m in sales and small loss. Given we are x9 those sales ?. As the saying goes, you do the math."------Northwar |
Posted at 10/10/2024 06:20 by aishah AJ Bell: Revolution Beauty results are uglyRevolution Beauty (REVB) has delivered an ugly set of results that AJ Bell says only adds to investor disappointment with the make-up brand. The group reported a 20% decline in sales to £72m in the first half of the year, blaming stock clearance as part of a streamlining of its product portfolio, and expects a return to sale growth early next year as it continues its turnaround. The news sent the shares down 13.4% to 15.5p, marking a 91% decline since it listed in 2021. Analyst Russ Mould said expectations were ‘hardly set high given the disappointments the company has served up since joining the market in 2021’ but saw fit to serve up further punishment after the interim update. ‘The one saving grace is the poor performance relates to sales of non-core products as the company shifts focus to its core brand and this might explain the volatile response to today’s update, with the shares recovering somewhat from their intraday lows,’ Mould said. He said profit is on track ‘for now’ despite the lower revenues, which reflects improved profitability and it is progressing on strategic initiatives with product launches and tie-ups with retailers. ‘However, it has very little credit in the bank with investors and it will be interesting to see what major shareholder Boohoo does with its stake as it reportedly considers selling off assets in the wake of its own indifferent performance,’ he said. |
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