Warpaint London Share Discussion Threads

[big7ime] 23/9/2024 09:26

Isn’t that obvious?

[sogoesit] 23/9/2024 08:55

The main thing is that someone's put a booster under the share price ..
Whodunnit?

[pyglet] 23/9/2024 08:35

The plan for the rollout is going fine. Let the people in the know deal with it.

[3ootuk] 23/9/2024 08:22

They're only really beginning the US rollout, so retailers will be seeing how it goes before committing more retail space. So far it looks good, a slow start to larger rollouts.
Also the company doesn't want to overstretch it's supply chain. It needs to get warehousing in the US stocked up before committing to too many stores. That means setting up a whole new distribution along the t&c of the retailers
Worst thing would be to expand more aggressively and not have the stock to supply.

[shanklin] 23/9/2024 07:10

spooky

Hopefully someone at the Mello presentation today will ask about both Q3 and the incredibly low sales in the US.

Hopefully Q3 is the clam before the storm and W7L do give a couple of pointers for the weakness... ...stopping low margin sales and the timing on some orders to the Far East. A more complete response would be helpful.

In the US, it would be good to hear the company's expectations going forward. Obviously the Walmart Xmas deal might lead to much more. But why are the overall numbers quite so dreadful... ...albeit a massive opportunity if they can make progress there?

[big7ime] 23/9/2024 07:08

Q4 is the big one

[ayl30] 23/9/2024 07:04

Spot on with +20p !

[spooky] 23/9/2024 06:48

I too am slightly surprised that people are choosing to ignore the growth slowdown in Q3. Does anyone want to address that?

[johnyee 7] 23/9/2024 06:48

Sorry pyglet,only looked at the top of article,used to e free a few months ago.

[big7ime] 23/9/2024 06:47

It’s also above at post 2970

This should fly today..

QS you got a lot to learn

[v11slr] 22/9/2024 20:24

Try this, the Mail article archived

[pyglet] 22/9/2024 17:37

Thanks but you cannot read this unless you subscribe to Mail+

[pyglet] 22/9/2024 12:16

MIDAS SHARE TIPS UPDATE: Future looks bright for Warpaint https://mol.im/a/13876051Anyone got the full article please

[davidosh] 22/9/2024 11:10

Warpaint are on the Mello show tomorrow


Full Programme:
5.00pm Paul de Gruchy discusses DG19
5:30pm Company presentation from Warpaint
6:00pm Company presentation from Windward
6.30pm Educational Presentation
6.50pm Company presentation from Van Elle
7:20pm BASH Panel



Get 50% off your ticket with code MMTADVFN50
More info:

[qsmeily456] 22/9/2024 09:40

That why he sold a shed load

That's why their growth dipped this Q

That's why cosmetic sales are falling.

Peg that 1 🤣

[midas7576] 22/9/2024 08:47

In 2020, for instance, Warpaint gear could be found in just 50 Tesco stores. Today, it is on sale in 1,400, with Boots and Superdrug on a similar trajectory.

This gives plenty of growth potential. In the UK, for example, the firm has 20 key customers with 13,000 stores.

Warpaint goods are in just over 6,000 of them so far but there are plans to be in many more.

America and the EU present even greater opportunities, provided expansion is measured and controlled.

[pyglet] 21/9/2024 15:12

Many thanks indeed

[pyglet] 21/9/2024 08:50

Can you put in the link to his write up please

[techtrader5] 20/9/2024 22:03

Nice end to the week whilst the broader market is falling, always a good sign.
I think I have found my fifth ten bagger, I’m always on the look out for such stocks that have the potential to multiply many times and I cannot find anything in the uk that has all the ingredients - my updated tgt is increased to 685p by eoy. (Probably much sooner)

[melloteam] 20/9/2024 17:39

Just to let shareholders and prospective investors know that Warpaint will be presenting on the MelloMonday webinar on Monday 23rd September 2024, starting at 5pm.

Full Programme:
5.00pm Paul de Gruchy discusses DG19
5:30pm Company presentation from Warpaint
6:00pm Company presentation from Windward
6.30pm Educational Presentation
6.50pm Company presentation from Van Elle
7:20pm BASH Panel



Get 50% off your ticket with code MMTADVFN50
More info:

[big7ime] 20/9/2024 14:54

QS look at what the peg is, then calc on the fwd figs - it’s easy to work out then try finding some stupid reason to short, Duh! 😂