Warpaint London Share Discussion Threads

[rar100] 28/9/2024 12:34

Video made for the US OTC, didn't see beginning 1st time...

[rar100] 28/9/2024 12:29

Christ there's some psyco's on this board, tech trader filtered.

I watched the Mello presentation, very impressed by Sam Banzini, he addressed the sales in the US very well I thought, he's not rushing things and being steady in increasing customers and volumes in existing stores without blowing the budget on advertising on TV etc. but like they do eveywhere else by social media etc. They are in so many countries, they know what they are doing, it's proven.

You have to subscribe to Mello to watch, seems stupid to me....

Warpaint have their own video which I hadn't seen before and looks like made for the US market, see end of link - so much info in a minute or so, excellent.



I just googled Warpaint W7L video, in case link doesn't work.

Good luck to non psyco's :-)

[bertiebingo] 26/9/2024 21:02

https://www.directorstalkinterviews.com/warpaint-london-ceo-samuel-bazini-on-record-growth-expansion-and-2025-outlook-lonw7l/4121171928?utm_source=mailpoet&utm_medium=email&utm_source_platform=mailpoet&utm_campaign=new-qa

[sogoesit] 26/9/2024 15:53

Not sure about the "next push" but:
- back above 100dsma
- just above 50dsma
regaining better than medium term average trend growth of > 50%pa.
Next resistance about 595/600p and all looks positive.
GLA

[qsmeily456] 26/9/2024 12:23

Learn to read Littleclock......
29651; spiked ramps buy £5 dips 🤣

QsmeIly456

24 Sep '24 - 08:14 - 2991 of 3007 Edit
0 0 0
That means setting up a whole new distribution along the t&c of the retailers

Exactly right

Hence cost base rises product distribution slows b4 economies and speed kick back in in time 👍

Meantime buy the lows 🩳 the ramped spikes 🤣🍾🥂 happy days😜

[shstt1] 26/9/2024 09:23

The chart looks poised for another push upward to a new high don’t you think?

[big7ime] 26/9/2024 08:31

rar It was a comment about QSmell posts, he states macro economic reasons for shorting W7l then the next minute he’s bought in again so I’m sure he’s not fooling anyone. Well maybe you

So don’t be so paranoid

[dannyhiggins84] 25/9/2024 17:57

Please don’t bother them again rar100. Just think before you act. You bloody idiot.

[techtrader5] 25/9/2024 16:55

Well done? The guy’s a complete tool! And some wonder why PIs are not respected by companies? Instead of bothering the management with stupid questions try doing some research yourself, it’s all available for everyone to see. You are a relevant newcomer here so allowances could be made but you are already annoying me.
You might want to start by reading the last few years of this thread for starters as you clearly can’t even determine the serious investors from the kindergarten fools.

[alter ego] 25/9/2024 16:08

well done rar100

[rar100] 25/9/2024 14:11

From Warpaint

As you would have seen from our interim results, the company continues to perform strongly and the results were well received by the market.

With respect to the Simply Wall Street article, there were two cash changes highlighted by management in the H1 earnings call. Firstly, 30 June was a Sunday, so a sizeable customer paid an invoice due on 30 June on 1 July because of the weekend, therefore the invoice remained part of trade receivables.

Secondly, due to a change in the collection process of HMRC, Warpaint paid tax for H2 2023 in H1 2024 as usual AND had to pay tax for H1 2024 on account. The company noted that it had paid £3.1m more YoY in taxes as a result.

Stripping these out, the accrual ratio is in line with historic levels.

That specific issue was not asked about on the Mello call.

[rar100] 25/9/2024 14:05

Mello doesn't appear to show recent replay videos so no idea when the Warpaint bit will be viewable.

Warpaint are in contact with Simply Wall Street and said that SWS are pretty good at removing eroneous information.

The Times said that the top 50 AIM stocks were down 5% over August/Sept while the FTSE was up 2%.

[qsmeily456] 25/9/2024 12:19

Exactly hydrus 👍

[hydrus] 25/9/2024 10:45

My take on the USA based on the presentation reading between the lines is the market is very large but it might take time to penetrate. They are concentrating on profits not just revenue growth for the sake of it hence the slower growth in USA recently. They mentioned the agents in USA who you have to go through to get in to new stores. Overall I think the prospects are good but my impression is the recent brake neck growth might slow a bit and as this is quite highly rated I have decided to exit for now after a very good year. I'll be keeping tabs on it and wouldn't be surprised to see a further small beat after Xmas reading.

[rar100] 25/9/2024 10:35

Big7ime, you are wrong in all your assumptions and filtered.

[big7ime] 25/9/2024 08:57

Desperation and sour grapes posting not a pleasant characteristic

[big7ime] 25/9/2024 08:55

That’s all irrelevant to your trading strategy though isn’t it? Unless trying to de-ramp the share is part of the strategy. If you were so bothered by macro economic conditions on the share price of W7L you wouldn’t be buying it every few weeks at a higher price you sold it at. 🤪

[qsmeily456] 25/9/2024 07:27

Simples.....main man sells a chunk

Numbers are down from previous Q trends

US election creates uncertainty

US requires new distributor centres

That takes time and investment

Expansion will match to ability to supply to avoid issues brand and reputational damage.

That's all good but will impact Growth trajectory that's all.

Takes time so expect some pullback consolidation b4 any sudden sustainable rise.

🩳 ramped spikes buy the silly dips.

🫨😜

[disc0dave46] 24/9/2024 13:21

Interesting spending data from Barclays, digital beauty boom, social media impacts and the growth in dupes.Https://home.barclays/news/press-releases/2024/09/digital-beauty-boom--new-barclays-data-reveals-growing-demand-fo/

[villarich] 24/9/2024 07:47

"Hence cost base rises product distribution slows b4 economies and speed kick back in in time ?"How do you account for them increasing their distribution channels while also increasing margins? More complete drivel from the smelly one.I can guarantee if the price falls today, he'll be declaring he was short at the highest price it reached yesterday

[qsmeily456] 24/9/2024 07:14

That means setting up a whole new distribution along the t&c of the retailers

Exactly right

Hence cost base rises product distribution slows b4 economies and speed kick back in in time 👍

Meantime buy the lows 🩳 the ramped spikes 🤣🍾🥂 happy days😜

[pyglet] 24/9/2024 07:13

Anyone listen to the MELLO presentation yesterday evening

[sogoesit] 23/9/2024 11:05

"Isn't that obvious?"
Lol

[chippyfriday] 23/9/2024 10:58

Founder run companies are generally understood to be the most attractive to invest in.

"Some investors may be tempted to bank some gains but it is worth noting that Bazini and Macleod still own more than 40 per cent of the business and remain deeply committed to its continued success. That makes these shares a strong hold."

"Midas article"