Warpaint London Share Discussion Threads

[big7ime] 16/9/2024 14:05

You’re the only idiot here, out of all the companies you decide to short you choose this one, any long termer has seen your multiple mistakes here boyoh, it’s all recorded there for anyone that can be bothered. lmao

[qsmeily456] 16/9/2024 13:35

5.13 to buy 👍🍾🥂

Big time idiot......not 🩳 down to 530 from 630 lol....free holdings 🤣

[big7ime] 16/9/2024 13:05

Well played tt, Qs could learn from you how it’s done.

For me, happy to hold. Not a trader. Build sizeable position in good well run companies with many yrs of growth to come. Sit back and collect increasing dividends and watch the compound effect..

[techtrader5] 16/9/2024 12:57

Bought back in on technicals ahead of interims tomorrow, having missed my tgt price last week. (Ref my post 14/6)

[big7ime] 16/9/2024 12:49

More gibberish from the resident loon

[qsmeily456] 16/9/2024 12:13

QsmeIly456

21 Aug '24 - 10:34 - 2729 of 2768
0 0 0
Trapped more in for the £5 test 🤣🤣

[qsmeily456] 16/9/2024 12:12

Desperate Dan getting a bathing 🤣🤣🤣

[big7ime] 16/9/2024 10:54

What do his posts even mean? Is he long now in his mind? Nutter

[qsmeily456] 14/9/2024 07:25

No need 4 luck Tom....wait and c the results 🤣

[tomg23] 13/9/2024 14:36

Such a strange Character. Good luck Smelly

[rar100] 13/9/2024 13:38

I echo all the thanks for the great post Philly

[disc0dave46] 13/9/2024 09:43

Thanks Philly for your thoughts, can't argue with your thinking. Only that July / Aug this year saw growth in non-essential consumer spending in hospitality and leisure compared to last year (where it was a wash out weather wise).So fingers crossed!.

[qsmeily456] 13/9/2024 09:23

QsmeIly456

21 Aug '24 - 10:34 - 2729 of 2768
0 0 0
Trapped more in for the £5 test 🤣🤣

[villarich] 13/9/2024 08:20

Sure you have Walter Mitty

[qsmeily456] 13/9/2024 08:13

At last someone with a brain.....hope you all "topped" up 🤣

I closed and have bought in various levels 💥🚀

[villarich] 13/9/2024 07:56

Great post Philly. I did similar calcs but didn't break down by each quarter. I came to a similar conclusion so took some extra at £5 earlier in the week. Some feedback on your post...not enough emojis to get to the "Smelly Level" of insight

[pyglet] 13/9/2024 07:27

Great post

[philly cheesesteak] 13/9/2024 07:24

In both 2022 & 2023 we know the split for Q1, Q2 & the first 2 months of Q3, as W7L provided the 8 month data in last years interims.

Per my workings the detail is as follows;

Q122 - £13.2m
Q222 - £12m
July + Aug 22 - £12.3m

Q123 - £18.5m
Q223 - £18.2m
July + Aug 23 - £18.1m

In 2024 we know the following;

Q124 - £23.5m (+27%)
Q224 - £22.5m (+24%)

Based on the two prior years, I'd say it's highly likely that July + Aug comes in at around £22.5m, which would be +24% YoY growth.

If it does then YTD revenue would be £68.5m vs full year forecasts of £105.7m, leaving the final 4 months needing to find >£37.2m to beat forecasts

The final 4 months of 2023 recorded revenue of £34.8m, so this would require growth of just under 7%. If growth is maintained at H124 levels then the final 4 months will hit £43m and revenue will beat by just over £6m

Based on the OTC remarks around being 'extremely comfortable' with broker forecasts plus the near 3 year record of under promise & over deliver, I'd say the odds on a beat look very good indeed.

Obviously everyone needs to do their own research / no investment advice intended.

[ihatemms] 12/9/2024 18:10

At the OTC market presentation to investors (available on you-tube) - right at the end - he says to ‘watch this space re announcement re Tesco’ .Well we still haven’t heard anything. Wonder whether we will get news at the interims next week. Certainly should get a big update on Walmart gifting sales and progress on the doubling of Superdrug outlets from 1 July.
Could do with news of getting into more retailers as well because we keep getting promises in the TU’s.

[qsmeily456] 12/9/2024 11:25

2🤣 £5 as predicted 🤣🤣🤣

[johndoe23] 12/9/2024 10:57

Still looks like someone ditching today

[3ootuk] 12/9/2024 10:50

This looks to me like someone had a margin call on another stock and liquidated here quickly to cover their other position. Then trailing stop losses hit and others panicked thinking there might be a profit warning.
No company news so trading within expectations.

Summer has been a bit of a washout so maybe lower end though we shall see. Hopefully still big growth from usa

[sogoesit] 12/9/2024 08:42

Yes, a turn-around in the US last night caught me asleep too >> follow through in Europe today imv.
But ELF not doing too well recently either.