Revolution Beauty Share Discussion Threads

[throgmortonstreet] 16/7/2025 16:16:57

Everybody that holds this junk including the Swiss Bankers have lost a fortune here.

The writing was already on the wall, when Debenhams Chairman Mahmud Kamani foolishly booted out all the REVB Directors and then replaced them with "puppets" from his own Boardroom, including Neil Catto and Alistair McGeorge.

[northwards] 16/7/2025 15:42:55

Any news here is dragging.

[northwards] 09/7/2025 11:27:54

So sweet thx. Another of my holdings now breaking out - Shearwater.

[nigelpm] 04/7/2025 17:23:37

And have got my loss back and more over the past 48 hours

I've been there myself - I really wouldn't encourage that approach even though it has worked for you this time. Chasing losses is a disaster.

[oilinvestoral] 04/7/2025 17:02:00

The bigger lesson for you northwards is : don't fall in love with a share as it won't love you back. This has been a dog for nearly 3 years but you remained positive.

[northwards] 04/7/2025 16:58:58

Funny how the world works. I took a big loss here, but cut my losses and have been building a decent stake in Mkango over the last 10 days or so. And have got my loss back and more over the past 48 hours. The lesson - don't be afraid to cut and run.

[throgmortonstreet] 26/6/2025 08:14:16

Lenders want their money back !!!

[throgmortonstreet] 20/6/2025 16:01:44

Boohoo now rebranded as Debenhams, to try to escape their Slave Labour past have their own serious cashflow problems, so they won't be buying REVB !!

[throgmortonstreet] 20/6/2025 15:06:37

Poor decision making in the Debenhams Boardroom and Chairman, Mahmud Kamani's massive ego resulted in Debenhams disasterous purchase of a 27% stake in loss making cosmetics retailer, Revolution Beauty PLC (REVB).

Following the subsequent demise of Revolution Beauty PLC it now transpires Debenhams has LOST around £50 Million on its Revolution Beauty shares.

check out the Long Term Chart and assess the damage for yourselves:

[northwards] 20/6/2025 09:12:53

no need to worry about me buddy.

[incontentinant] 20/6/2025 08:58:38

Northwards was warned in advance but took no notice.
Crying about it won’t get him his money back.
Has Northwards the balls to admit to huge losses ?

[keeninvestor1] 20/6/2025 08:38:04

I also bailed yesterday .In the end comes a time when we need move on .Don't despair North . You can't deal in shares without some going down the pan .

[throgmortonstreet] 19/6/2025 21:10:32

Statement from Frasers Group
------------------------------

Frasers Group has today confirmed that it does NOT intend to make an offer for Revolution Beauty.

[oilinvestoral] 19/6/2025 20:54:45

My deepest condolences northwards ! I seem to remember you enthusiastically topping up in January near 20p. Hopefully the overall damage isn't too disastrous.

[northwards] 19/6/2025 14:35:51

I see the share price is tanking after I confirmrd I'm out !

[keeninvestor1] 19/6/2025 13:45:39

Regret to say I agree

[keeninvestor1] 19/6/2025 13:18:19

Me too my friend Comes a time when just need cut losses and put it down to experience

[northwards] 19/6/2025 12:25:30

Don't worry. I'm out.

[kemche] 19/6/2025 10:35:33

kemche - 13 May 2025 - 09:45:17 - 942 of 1006 Revolution Beauty+Charts - REVB

northwards - your never ending optimism in the face of calamity is a wonder to behold.

'tis only a flesh wound!

[jaknife] 19/6/2025 10:16:24

I remain of the view that the equity is essentially worthless here. From a valuation perspective it is difficult (impossible?) to put a valuation on the business that is greater than the net debt.

The last balance sheet was the interims:



it showed negative net assets of -£10.4m, so there is no tangible balance sheet that a bidder might want to acquire. A bidder would merely be acquiring brands and the cash flows/profits arising from those brands.

However, the most recent trading update:



was essentially a profit warning. Following that, Cavendish updated their forecasts to show losses for the year to Feb 2025 and the year to Feb 2026; they showed a tiny profit for the year to Feb 2027. Cash is burnt for all three years.

If the immediate "cash flows/profits arising from those brands" are negative then that suggests a low valuation for the brands themselves!

Today's RNS hints at a potential equity raise but any such raise would be a complete reset and would need to raise at least £10m, if not £15m, to pay down the debt. There seems little point in sticking fresh equity into the business when all that it's going to do is disappear to pay the banks. But regardless, a reset raise would need to be done at something like a £5m market cap, which would be 1.5p per share.

It is difficult to imagine anyone wanting to stick £10m to £15m into a failing business in the current market environment. And the recent results for Warpaint reveal that the market itself isn't that excited about the cosmetics sector. Sadly this is the sort of situation where a turnaround specialist is needed and the first rule of turnarounds is ... pay the lowest price possible for the business! In this case that price is zero p for the equity and a discounted price for the debt such that the whole can then be acquired via a pre-pack administration!

JakNife

[jrwanderson] 19/6/2025 07:32:41

Expecting a revolution in the share today

[northwards] 19/6/2025 07:19:56

Expecting red today.