Warpaint London Share Discussion Threads

[sogoesit] 19/7/2024 15:55

Looks like a candy store... with chocolate bottom left!!
Must say I hate eating all that stuff ;-))

[dicktrade] 19/7/2024 15:11

SUW,
Thanks, 8ft is a large display unit for W7L.

[someuwin] 19/7/2024 15:00

Tesco stores according to this tweet. Which is where i got the images.

[dicktrade] 19/7/2024 14:54

SUW
can i ask are those pics from a specific store, if so which chain and where?
TIA

[someuwin] 19/7/2024 14:49

"From the beginning, the company’s mission has been to disrupt the market by entering major retailers with quality products in colourful, attractive packaging that differentiates on price.

“Our products sell themselves,” said CEO Sam Bazini when we spoke with him last time. “Both with their disruptive nature and affordable price. If you look at our range in Tesco next to other brands, the packaging stands out. It does not follow one theme.”



...I have to agree with him. Having spent too much time recently looking at in-store makeup displays. The big name brands seem very staid - rows and rows of the same product in slightly different shades. Whereas Warpaint brands seem far more exciting and enticing; all different colours shapes and sizes (and yet all identifiable as W7). They remind me more of chocolates and sweets than cosmetics and have that same must have allure. As a bloke, I have no idea what these products actually do, but I want to pick some up and buy them anyway!

[rar100] 19/7/2024 14:40

Hi guys, I'm surprised that there are so few posters on this bb and also that there are so few threads on W7L on ADVFN, it tells me that still not too many people know about the stock (lots may know the brand however...sort of odd imho). This is the only current thread....mystery to my tiny mind

I bought into a US stock called Palantir Technologies after reading about it a lot in the US tech world, one of the headlines was Palantir vs NVIDIA, which will be better in the long run (5 yrs).

So I looked to see if there was a thread on ADVFN and there wasn't so I created one, I think it's a winner of course or wouldn't have bought it, sold dogs and added cash and bought 2nd largest holding after Warpaint.

The share price goes up most days, when down it's only a bit, so a bit like Warpaint, that's why I like it!

The blurb that follows is Motley Fool's take, but much better stuff on it on US media. I hope it may be of interest.

GLA




Where Will Palantir Technologies Stock Be in 5 Years?
• Palantir Technologies' growth is likely to accelerate thanks to the fast-growing adoption of its AI software platform.
• Analysts expect a big increase in its earnings over the next five years.
• Palantir's PEG ratio suggests the stock could be undervalued for the growth it is expected to deliver.
This AI stock has been on fire in 2024, but can it sustain its impressive rally in the long run?
Investors have been buying Palantir Technologies (PLTR 1.49%) stock hand over fist in 2024, which is evident from the 67% gains clocked by the company that's known for providing data analysis software platforms to both government and commercial customers. Artificial intelligence (AI) played a central role in Palantir stock's surge this year as the growing adoption of this technology across the globe led to a nice bump in the company's revenue pipeline.
But will Palantir be able to sustain its AI-fueled growth in the long run and deliver solid returns to investors over the next five years? Let's find out.
Collapse

NYSE: PLTR
Palantir Technologies
Today's Change
(1.49%) US$0.42
Current Price
US$28.64
KEY DATA POINTS
Market Cap
$64B
Day's Range
US$28.15 - US$29.83
52wk Range
US$13.68 - US$29.83
Volume
730,643
Avg Vol
44,727,557
Gross Margin
81.16%
Dividend Yield
N/A
Palantir Technologies is serving a fast-growing market
Precedence Research estimates the market for AI software could increase at an annual rate of 23% through 2032, generating annual revenue of just over $1 trillion at the end of the forecast period. Palantir reported revenue of $2.3 billion in the trailing 12 months, suggesting it has massive room for growth in the long run. AI has already started moving the needle for Palantir. The company's revenue in the first quarter of 2024 increased 21% year over year to $634 million.
However, a closer look at certain other metrics indicates that Palantir's growth is set to accelerate. For instance, Palantir's commercial revenue increased 27% year over year in the first quarter of 2024 to $299 million, outpacing the growth of its overall revenue. U.S. commercial revenue grew at an even faster pace of 40%.
The stronger growth in Palantir's commercial revenue can be attributed to the growing adoption of the company's AI software platforms, which is evident from the remarks made by management on the May earnings conference call: "U.S. commercial is where we're seeing the greatest transformation. While Q1 is seasonally our slowest quarter, AIP adoption by new and existing customers helped drive notable growth in customer acquisition and revenue in our U.S. commercial business."
A key reason why customers have been adopting Palantir's Artificial Intelligence Platform (AIP) software and increasing their usage of it is because of the efficiency gains that they are witnessing. The company points out that its customers "are realizing the extensive possibilities of AIP within their own enterprises and increasing their scope accordingly."
As a result, there is a solid chance that Palantir's revenue growth will improve in the future. The company's remaining deal value stood at $4.1 billion in Q1, an increase of 22% from the prior year. Its remaining performance obligations grew at a faster pace of 39% year over year to $1.3 billion. Both these metrics are indicators of Palantir's future growth potential.
The remaining deal value is the total remaining value of contracts with Palantir's customers at the end of a particular period. Meanwhile, remaining performance obligations refer to "the total values of contracts that have been entered into with, or awarded by, our customers, and represent non-cancelable contracted revenue that has not yet been recognized."
As these metrics increased at a healthier pace than Palantir's revenue in Q1, there is a good chance that its top-line growth will pick up in the future. More importantly, Palantir points out that the strong unit economics of its business is leading to an improvement in its margin profile as well. Its non-GAAP (adjusted) operating margin improved by an impressive 12 percentage points year over year in Q1 to 36%.
More importantly, Palantir expects "the favorable unit economics and higher throughput to continue to accelerate our business," which probably explains why analysts expect its bottom-line growth to remain solid.
Terrific earnings growth is expected over the next five years
Analysts expect Palantir's tremendous earnings growth momentum to continue over the next five years. Its earnings are forecast to increase at an annual rate of 85% in the next five years, and there is a good chance that Palantir could indeed deliver such growth thanks to the huge addressable market it serves and its improving margin profile.
This is also the reason why Palantir stock is undervalued based on the price/earnings-to-growth ratio (PEG ratio), which is a forward-looking valuation metric that takes a company's potential growth into account. The PEG ratio is calculated by dividing a company's trailing price-to-earnings ratio by the estimated growth that it could deliver.

[rar100] 19/7/2024 13:56

Excellent bunch of comments and views, maybe I should sell the house and car and buy Warpaint...

[3ootuk] 19/7/2024 13:19

The problem the more expensive brands face is shoplifting. Every estate has the shoplifters who steal to order, which hits the margins of the retailers.
Lower priced alternatives should be less desirable and suffer fewer losses.

[someuwin] 19/7/2024 13:16

Manged to buy another £3k worth. Now back to nothing available. Stock in short supply for some reason.

[melton john] 19/7/2024 13:02

apad
I think that in the past opinion was advertising led on cosmetics. The pricier brands had huge margins and dominated women's magazine and TV advertising and also buying departments were well known for favouring sales reps who gave them the best "bung". The rise of social media has changed all that. Influencers are everywhere and customers are probably asking the likes of Superdrug why they haven't got whatever the latest thing is. I think try before you buy will always be the norm for cosmetics, ie lipstick on the back of the hand to check colour, texture, or smell and feel for creams. So an instore display will be a honey pot for teenage girls. I can't in my wildest dreams ever foresee a Shein type mail order company. Well known brands, however, which customers have used for years might be vulnerable to on-line competition to save a little. I've talked myself into buying more.

[disc0dave46] 19/7/2024 12:44

Is it down to the IT issues?

[someuwin] 19/7/2024 10:53

No buy quote available.

[dicktrade] 19/7/2024 10:39

APAD,
I wanted to ask Sam the question about margins they offer retailers compared to the competition but didnt get the opportunity, it will have to wait till next time.

[rar100] 18/7/2024 19:03

It's all good news, and the co. is still young and growing fast but with still much scope for expansion. I really hope that they don't get an offer from a competitor that's too good to pass up. Meanwhile let the winner run

[davr0s] 18/7/2024 18:31

Everyone needs to make their own decision re what to do. I want my biggest holding to be my strongest stock which is the case here - from both adding several times plus the gains. If you scale back your biggest winners then you will not get an account changing winner. But you need the psychology to hold it as volatility on your open profit will swing around a lot. Also need to know when to exit as all trends finally end. It's miles away from my exit at present plus the business growth looks very much intact so I'll keep holding my oversized position and not try to look at the profit each day!

[dicktrade] 18/7/2024 16:34

Superdrug is the BIG possibility for W7L in the UK, their customers fit the W7L demographic perfectly and there is a chance to get in hundreds more of their stores, they have just been given twice as much space in the big Superdrug at Westfield Stratford and the assistant manager told me 2 weeks ago that it is fast becoming their best selling cheaper range.

[3ootuk] 18/7/2024 16:21

It's going to be hard rebalancing portfolio as this keeps rising, unless I go extremely overweight. Let the winner run?
Is it wrong to be heavily overweight in a good company where you bought in much cheaper, or diworsify to spread risk?
It's a nice problem to have.
Hopefully YU Group will go the same way.
Not many debt free, high growth stories out there.

[rar100] 18/7/2024 16:13

Sod boots (although good news), I'm waiting to hear more about Walmart.

SP going through the summer doldrums at present

[the pie] 18/7/2024 15:59

No sign of momentum slowing up just yet. In fact, the CEO sounds very positive. The more major customers they deal with, the greater the potential of one of them taking W7L out.

[mustard1080] 18/7/2024 15:33

Great article - growing fast - Boots alone more than doubling store expansion 'This year we have also seen further expansion into Boots. We were in 80 stores last year, this year we are in a further 100 stores'

[rar100] 17/7/2024 14:43

midas

Warpaint London PLC - Buckinghamshire-based colour cosmetics supplier that owns W7 and Technic brands - Joe Sadler, associate of Non-Executive Director Keith Sadler, sells 16,950 shares at 595 pence and 611p, worth GBP101,653, on Thursday and Friday.

That was the non newsworthy text I referred to.