I agree with these comments, it certainly appears by the share price movement that, in true AIM fashion, a few people know something & have taken positions.
So perhaps a TU could be imminent ? |
Yes, any hint that trading has stabilised and this can go to 20 plus short order. I've been tracking sales on Amazon and they seem pretty good. Boots not too bad either. Let's c. |
Thanks
Some decent buys coming through last couple of days |
One would assume they will do an end of year TU soon, to end Feb. |
When is the next update due ? |
Hmmm ... feels encouraging. |
Chart showing glimmers of the right direction in the last week or so. |
Those 18-20p top ups could not have been timed any worse ! Sorry for anyone who fell for the ramps |
This cud double in a blink |
Comparing W7L to REVB is like comparing Usain Bolt to paraplegic!One is in net cash / no debt / profitable / growing strongly/ no legal cases / no history or shareholder destruction and no bent ex management teams.The other is the exact opposite! I think 10x difference is not enough IMHO! It should be 20x ! |
If you go on boots website and search for revolution beauty ... it helpfully lists sales numbers for the last 24 hour period across product range. |
Warpaint positive trading update but down 20% today. Market cap still x10 of Rev,on revenue of £102m. |
And live online with Walmart: https://www.walmart.com/c/kp/revolution-beauty |
Looks like we are live with DM in Germany: https://www.dm.de/marken/revolution/kategorie-trend-2740754 |
Northwards knows. |
I'd be more sceptical if Cav were the inhouse broker. Of course there is risk here. My judgment is the risk reward is worth it. £33m market cap for £140m revs with a global footprint. Once FSA is done & dusted, a big player will come in and take this out. Strip our costs. Take production in-house. Utilise in house marketing expertise & spend. Leverage supply contacts. And deliver real value. |
northwards,
Does that comment provide warmth and comfort to you? Take a read of this:
JakNife |
You fail to mention this in the Cavendish headline summary : While the miss on revenues will be disappointing, we believe the strategic opportunity remains large, with the important launches of Walmart in the US and DM in Germany to go live in February. The group's core SKU range is seeing growth in the US and Europe, reflecting REVB's strategic refocus. Our Buy recommendation remains unchanged, as does our 50p target price. |
BOOHOO lights out within 2 years |
BOOHOO lights out within 2 years |
 robertbarns1,
”THIS WILL BE above 20p later this year
double your money or taken over at 30p
bargain top up for me”
Have you done any research or calculations to justify that valuation? Or have you simply plucked those numbers out of the air? The roundness of the price targets suggests to me the latter!
At 30p REVB’s market cap would be £95.6m, the enterprise value would be c. £121m. Compare that to Cavendish’s forecasts from last week:
Feb 2025 Feb 2026 Feb 2027:EBITDA £7.2m £10.2m £13.6mPBT -£1.0m £1.7m £4.7mEPS -0.22p 0.38p 1.0p
Using the most optimistic numbers (the Feb 2027 year-end numbers), your 30p would equate to a PE ratio of 30x and an EV/EBITDA ratio of 8.9x. And yet the sector median PE is currently 13.7x and the sector median EV/EBITDA ratio about 7.5x so your price targets are massively off market!
But the 2027 numbers are the most optimistic numbers! Looking at 2025 and 2026 makes your price target look even more hopelessly unrealistic!
But the key point is that there is little incentive for REVB’s banks to wait until 2027 and take the risk that REVB mess up even further than they already have done. What if the business deteriorates further? There are only two sensible options for the banks:
1. Force REVB to implement a placing to raise c. £10m to £15m in order to establish a reasonable equity cushion and reduce debt.
2. Force through a Strategic Review and a Formal Sales Process with the hope that selling off the business assets might raise at least £26m (the net debt).
To wait longer would be recklessly risky for the banks. Selling now might get them the £26m but waiting a year might get them half that, if things get worse. And any placing would need to be done on a “reset” basis, such that new equity gets a significant stake in the business. A £10m raise at 3p, for example, might be achievable and would give new equity 50%.
So actually a more reasonably price target might be 3p, but there’s a high probability that 0p might be the outcome!
JakNife (aka the “Harbinger of Doom”) |
bargain top up for me |
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