Warpaint London Share Discussion Threads

[saucepan] 06/2/2017 17:58

Sold half today; will run the rest long-term.

[hazl] 06/2/2017 15:37

OT Got some RBW earlier if anybody is interested.

A play for later in the year hopefully.

[homesunderthehammer] 06/2/2017 14:31

Shareholders

Name Shares % of Company


Samuel Bazini* 20,413,630 31.63%
Eoin Macleod* 20,413,630 31.63%
Blackrock Investment Manangament Ltd 5,799,000 8.99%
Schroder Investment Management Ltd 5,567,000 8.63%
Hargreave Hale Ltd 4,040,000 6.26%
Clive Garston* 100,000 0.15%
Keith Sadler* 20,619 0.03%
Neil Rodol* 61,856 0.10%
Paul Hagon* 20,619 0.03%



* Denotes Member of the Board

[homesunderthehammer] 06/2/2017 14:26

This vlogger says they have a cruelty free policy



Is good i think

[luckymouse] 06/2/2017 14:16

so this ramp upto the estimate is based on...?

[homesunderthehammer] 06/2/2017 14:11

People forget that you need to keep replenishing your makeup, lippy and powder. If you can buy this for a quarter of the price that Revlon or upmarket brands sell it it builds loyalty. And 16-25 year old girls goes viral which is happening now it seems.
Loads of vloggers in beauty space
hxxps://uk.rimmellondon.com/buzz/blog/5-london-beauty-vloggers-who-pushed-the-beauty-boundaries
W7L also selling direct on their online store


This is firing up into a dot com star

[jon123] 06/2/2017 14:11

i am enjoying it hazl believe me lol

actually you picked it I just followed your lead lol

[homesunderthehammer] 06/2/2017 14:08

People forget that you need to keep replenishing your makeup, lippy and powder. If you can buy this for a quarter of the price that Revlon or upmarket brands sell it it builds loyalty. And 16-25 year old girls goes viral which is happening now it seems.
Loads of vloggers in beauty space
hxxps://uk.rimmellondon.com/buzz/blog/5-london-beauty-vloggers-who-pushed-the-beauty-boundaries
W7L also selling direct on their online store


This is firing up into a dot com star

[hazl] 06/2/2017 14:02

good post homesunderthehammer

[homesunderthehammer] 06/2/2017 13:47

ticked up again

[hazl] 06/2/2017 13:03

JON YOU ARE in a winning stock.......just enjoy it...well done for picking it before SCSW.

[jon123] 06/2/2017 12:45

maybe I'm being hard on scsw but the way I view it is this, i'll be kind to them and say they have a 75% success rate and they say tip 60 stocks in a yr

so 45 stocks gain 15 lose but what if u like buy say 3 winners and 9 losers not such a good return

also I'm very wary of these imaginary portfolio's they always seem to buy cheaply a week or so before they publish so even if you track them your never going to get the same gain as them and like wise if they lose u'll lose greater

as for research it is time consuming but there's no easy or quick way to beat the market its mean't to be hard work if it was easy anyone could do it lol

when that happens we get bubbles lol and the great unwashed lose there shirt but scsw will still be here

so am I harsh more than likely but I'm enjoying there followers pushing up my portfolio so I shouldn't complain

I just feel for the one's who will buy a few dogs and lose money

ok rant over i'll go back under my rock

[homesunderthehammer] 06/2/2017 12:29

Target for end Feb: 205p

[homesunderthehammer] 06/2/2017 12:19

G4M and now W7L

nice similarity in names

ONLINE STORE



Warpaint London plc sells colour cosmetics in the UK and overseas, principally under the W7 brand. It is an established, profitable and cash generative business that has seen revenues increase from £16.7 million in FY2013 to £22.3 million in FY2015.

The business was originally co-founded in 1992 by Sam Bazini and Eoin MacLeod operating solely in the close-out cosmetics and fragrance industry. It is made up of two divisions: close-out and own-brand. The second and larger own-brand division consists primarily of the Group's flagship brand, W7. The W7 brand has grown organically since its inception in 2002 and now contains over 500 items which are sold online at



and into high street retailers and independent beauty shops across the UK, Europe, Australia and the US. In FY2015, the own-brand division contributed approximately 80% of the Group's total revenues and was supplied to over 230 customers in more than 40 countries. In addition to the W7 brand, the own-brand division has acquired and registered other brand names; though to date, these have been relatively undeveloped.


People forget that you need to keep replenishing your makeup, lippy and powder. If you can buy this for a quarter of the price that Revlon or upmarket brands sell it it builds loyalty. And 16-25 year old girls goes viral which is happening now it seems.
Loads of vloggers in beauty space
hxxps://uk.rimmellondon.com/buzz/blog/5-london-beauty-vloggers-who-pushed-the-beauty-boundaries
W7L also selling direct on their online store


This is firing up into a dot com star

[nw99] 06/2/2017 11:33

SCSW rocks

[homesunderthehammer] 06/2/2017 10:30

Repeat revenues from makeup as they run out, massive potential market in UK, China, US, new product launches driving growth for quite some time to come ... growth c.25%, PEG 0.6 - the attraction of the shares isn't difficult to see.

[hazl] 06/2/2017 10:27

No Jon they do the hard work for people.
Research is time-consuming as we here know.

Good for SCSW!

[homesunderthehammer] 06/2/2017 10:25

Broker for W7L says:




"Likely direction of consensus revisionsWe are initiating coverage following the IPO and our forecasts will constitute the consensusat this stage. Given Warpaint London has traded very strongly during 2016 despite themanagement distractions of the AIM admission, we believe that there is scope for our futuresales and profit forecasts to be upgraded in due course."



I like that

[essential] 06/2/2017 10:25

Jon - scsw tipped it in the January edition as a 2017 nap so subscribers had plenty of time to buy. You are completely wrong to label scsw as a con - it is an excellent publication - you should try it!

[jon123] 06/2/2017 10:13

mmmm that's a sneaky way of doing things to make your portfolio look better lol add it one month and tip it the next and I'm guessing they bought at a really gd price over the previous month

con and men come to mind

[hazl] 06/2/2017 10:04

Croasdale I would hold onto your cash for now if I were you. 8-)

[hazl] 06/2/2017 10:01

THANK YOU Vortice 1.

Good point let's hope so.
I am beginning to like SCSW!

[vortice1] 06/2/2017 09:56

There isn't an article. It's been added to the virtual portfolio on SCSW with the write-up to follow next month - clever as this will probably result in another rise next month.

[runthejoules] 06/2/2017 09:32

Anyone got a link to this article? Does it recommend being in for the long haul? I made the mistake of thinking Daily Mail readers would be sticky when Thisismoney tipped BCN for New Years' - up 15% and then straight back down again! They're not as patient as I assumed!