Revolution Beauty Share Discussion Threads

[robbnw] 15/1/2025 08:40

True and I'm first admit I am poor at selling

[northwards] 13/1/2025 15:41

I've added.

[onjohn] 13/1/2025 09:45

50k buy printed

[robbnw] 10/1/2025 19:31

Me too !!!

[northwards] 09/1/2025 09:48

I'll add if we hit high teens.

[robbnw] 08/1/2025 21:53

Agreed TotallyI think 30 p not far off

[northwards] 08/1/2025 16:20

Not surprising we've had a bit of a retrace after a 50 % rise in days. I've taken a few off the table and added to ADVT. But Rev is still my biggest sipp holding and I expect 30 plus this year.

[northwards] 07/1/2025 18:22

I suspect we are also seeing some large short positions getting closed out.

[robbnw] 07/1/2025 15:32

Going wellDef turned the corner

[northwards] 07/1/2025 10:08

I think the market is beginning to realise the transformational period we are now in. 850 new stores in Germany and 1800 in the US from this month, and Boots 250 stores bedding in since October. Plus the successful launch of Amazon in the US and now new product lines such as Jelly Blushes

[northwards] 06/1/2025 11:29

That's my view Wally. We are an increasingly global brand, with a global foot print, with a much more customer focussed suite of products that have multi distribution points. If this plays out the way I hope / think, it really could multi bag in the longer term.

[battlebus2] 06/1/2025 10:44

Thanks for the replies.

[ts83] 06/1/2025 10:18

Unlikely I'd say as play in a similar space within the category. More likely they'd be looking to eliminate the another.

[wallywoo] 06/1/2025 10:08

I always hate speculating on a potential takeover offer with small caps. There's always lots of small pi's talking about it, but it rarely happens. With a global cost of living crisis, I see any potential bid coming from the large players, looking for a cost effective brand in challenging markets.


Buy if you think this is a good business in a highly valued sector. If an offer turns up, then great. However, I am in this for a recovery play over the medium term.


Chart looks healthy now, this could turn into a reverse head and shoulders pattern. Which is very strong for the future. Let's see how it plays out.

[bmcollins] 06/1/2025 10:05

It certainly is genuinely starting to look as if we are out of the woods with this one now, in fact I am almost at break even today.
Onwards & uowards please !

[molatovkid] 06/1/2025 10:00

Battle....another reason I bought in. Good point.

[battlebus2] 06/1/2025 09:53

What’s the chances Warpaint buy them like they did with BAR ?

[molatovkid] 06/1/2025 09:46

In Jan 2022 you could buy this for 110p
In Jan 2025 you can now buy it for 21.5p....I am not denying they have had issues but this is how you buy multi-baggers (and then be patient)

I have the same feeling with this when I bought Warpaint and Revolution are making the same moves, namely products into chain stores, that Warpaint did. You are not telling me, these relationships will not be good for the business. The sheer scale of numbers will guarantee it.


o New relationship agreed with DM Germany with a launch in 850 stores in January 2025.

o Expansion into 250 new Boots stores in the UK in October 2024.

o Walmart US to carry full assortment of Revolution Beauty products in more than 1800 stores from January 2025.

o Launch of Amazon US first party business selling on a wholesale basis, performing well in early months of trading.

[northwards] 06/1/2025 08:44

About 40 trades between 825 and 827. Interesting.

[wallywoo] 04/1/2025 18:18

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.

[kemche] 04/1/2025 14:28

But Jak, You cannot disprove the ambitions though can you??? They are clearly stated!

The balance sheet, the debt, the P&L losses, the cashflow will all sort themselves out.

But you cannot argue against belief.

[jaknife] 04/1/2025 14:17

wallywoo,

"Lol, JakNife!!!"

The question was 'What makes it "an inherently good business"?'

Your answer seems to be "they have some big dreams".

I wish you luck investing into other peoples' dreams. You're going to need a lot of it!

JakNife

[northwards] 04/1/2025 09:56

Chrysalis resolution makes a new banking covenant far, far more likely. That's partly why the share price has reacted so positively. The FD in the last presentation hinted at moving to free cash flow in the 2nd half and net debt actually nudging down a bit.