Revolution Beauty Share Discussion Threads

[revbessex] 04/7/2023 14:32

What's on the horizon with all these buys. What do they know

[goforgold1] 04/7/2023 14:21

Directors never buy so many in a short space of time unless they know something same if bad news was due they sell before the bad news .

[goforgold1] 04/7/2023 14:15

You idiots they are buying the shares because they know their Gojng to get more for them when BOO take over they know a hostile bid is coming a lot high than the price now . Lol it's not rocket science. .Their lining their pockets again on insider dealing wow are people this stupid

[stockhunters] 04/7/2023 11:10

big buys coming in

directors again?

[millennialinvestor] 04/7/2023 10:24

bob buying up the revvy b shares as he knows its only going to go up!

[stockhunters] 03/7/2023 19:19

did say market markets filling a big order

[david56920] 03/7/2023 18:29

Oh look Bob adds 500k shares

[david56920] 03/7/2023 13:38

Well somebody buying up weak holders shares

[voicingdissent] 03/7/2023 13:32

Neither !!!

[david56920] 03/7/2023 13:14

BOO adding more for full takeover.or bod buying to defend.

[stockhunters] 03/7/2023 12:29

looks ready to go again just collecting weak hands currently, barely moved in grand scheme of things

[david56920] 03/7/2023 12:24

All spare shares being mopped up by somebody.

[voicingdissent] 03/7/2023 08:06

SCAM ? you ain't seen nothing yet !!!

If (and it's a big if) the Kamani Family (Boohoo PLC) take control of Revolution Beauty PLC, then you will REALLY see what a SCAM is.

The Kamani family have been milking Boohoo shareholders for almost a decade now !!

[masurenguy] 02/7/2023 08:46

The mess at Revolution Beauty highlights the dangers of FOMO

Adam Minto quit last November, two months after the shares were suspended over an accounting investigation that turned up all manner of uglies. Sales had been dressed up by almost £10m through a process known as “channel stuffing”, whereby distributors are persuaded to take stock they don’t need. Adam and co-founder Tom Allsworth, who resigned as chairman last month, had made undisclosed personal loans to distributors. The terms of Revolution’s £27.5m acquisition of a company called Medichem from Allsworth were questioned. The new board is pursuing Adam for damages.

Investors who bought at the 160p float price have obviously taken a bath (the shares, unfrozen last week, closed at 31p). Revolution was among a crop of Covid stocks — THG and now-dismantled furniture maker Made.com being two others — flogged to gullible buyers who were convinced lockdown consumer behaviour would last forever.

Complete article here:

No position - just watching with interest

[goforgold1] 01/7/2023 13:46

Kamani will take control of REV . All he has to do is offer a sweetener to an institution with over 6% to make a hostile bid it's coming .

[goforgold1] 01/7/2023 13:45

Why you keep posting same post over and over again what you post will not affect the share price . Only institutional investors will . But funny to read

[3ootuk] 01/7/2023 11:35

BOO can team up with corporate funds. The funds may want out as the ESG rating of the company re the false accounting, pulling forward of orders, and undeclared loans all are major negatives. They might even reexamine the IPO documents. Wait a month and the offer price drops substantially.

I really can't see why REVB are paying out so much money for product placement. It's killing the profit. How do they believe they can achieve profitability with such outgoings?
Can long term holders explain this?

There is a decent business in here, but not how it's run at the moment.

[orkneyarab] 01/7/2023 11:01

BOO only have to offer the share price that they have paid over the previous 12 months.

[stockhunters] 01/7/2023 10:49

I think many forget this 100p not that long ago, BOO need more shares if they want to bid aswell

[3ootuk] 30/6/2023 20:13

If Boohoo did launch a hostile bid if they acquired more than 30% of shares then they would wait a bit longer as they have to offer a minimum of the highest share price over the last year (just over 70p currently). Wait until August and that drops to the current share price.
Boohoo could well buy out some of the smaller funds, or act in concert with them, who won't be too pleased at the share being suspended for months such a short time after IPO.

The Medichem payments have been pushed back which eases pressure on the budget short term which is good.

The bank RCF has reduced from £40m to £32m so it looks like the bank is trying to reduce exposure and could well reduce again if corporate governance looks poor. Cash in hand only looks good until you see it's there because of the drawn down RCF.

What I can't explain is, compared to Warpaint full year vs REVB 6 months, gross sales are approx the same as are admin expenses and cost of sales. REVB though include an additional line for marketing and distribution costs of £27m which wipes out the profit and creates the biggish loss. I believe this might be in-store marketing and stands?

[jas0701] 30/6/2023 15:53

REVB is in much much better shape now than before. The worst is over. If boo wants to buy revb then they will have pay the higher price. If boo wants to increase their stake to 31 percent from 26 percent so that boo can bid for revb the sharepricewillshoot up. I can only see revb shooting up. It's a win win situation for revb.Any thoughts welcome

[millennialinvestor] 30/6/2023 11:54

Rentboy you do not have sufficient funds to short this and appear on the FCA's Daily Short Positions report