Warpaint London Share Discussion Threads

[disc0dave46] 23/10/2024 16:17

Now 20% below its recent 52w high. So IMO any IHT / BPR hit in the budget is virtually priced in.....I hope. If not then will be topping up.

[qsmeily456] 23/10/2024 14:19

U 🐘🐓 so u knew at 560 it was going to £5 did u 🤣🤣🤣

er.
QsmeIly456

16 Oct '24 - 09:17 - 3065 of 3085 Edit
0 0 0
Sliding back to £5 on poor US numbers 🛩💥🌲🌳7796;🩳

[blackfinance] 23/10/2024 09:38

Why does this Qsmelly character keep telling us what the share price is every day when we can see it on the chart ??? Weird.

[midas7576] 23/10/2024 08:41

Order worked through the day in the middle

[johnrxx99] 23/10/2024 08:34

midas - why do you think that?

[qsmeily456] 23/10/2024 07:47

Looks like £5 as predicted 🤣

[midas7576] 22/10/2024 16:35

Looks like a fund acquiring

[pyglet] 22/10/2024 15:20

That's what I thought, just that there seemed so many today

[disc0dave46] 22/10/2024 14:29

Trades at the mid price so the computer can't assign it as a sell or a buy....so on here it's black rather than red or blue.Surprised you are asking tbh.

[pyglet] 22/10/2024 12:42

What are the black coloured trades. Thank you

[qsmeily456] 21/10/2024 08:16

Yup £5 here it comes 🩳🌴🌳🌲8745;💥Ӿ70;

[john09] 18/10/2024 14:00

This is another one with a changing trend

[qsmeily456] 18/10/2024 13:53

Down it goes 🤣🛩💥

[pyglet] 18/10/2024 08:50

Brilliant- thank you for that detailed account

[carcosa] 18/10/2024 08:38

Timing and supply.

I understand that fewer product lines are sold in the US markets and they are not stocking throughout the year, although there is now some evidence to suggest that is changing.

Significant Christmas order has been received from Walmart, for W7 and Chit Chat product and the company is in discussions to stock the Group's all-year-round product.

Significant expansion planned with Five Below during H1 2024, including the stocking of an increased range of W7 product in all 1,544 of their stores, with a further 225+ Five Below stores expected to open in the over 12 months stocking W7 products.

So although there are a large number of stores signed up the company has yet to fulfill deliveries of stock to many of those stores.

The Group's sales in the US saw modest growth in the first half of 2024, rising by 1% overall (3% when adjusting for currency fluctuations). The company focused on expanding its presence with larger retailers while moving away from deep discounters. This shift in strategy led to more sales coming from the Group's own brands with very few clearance or close-out sales

The company also brought in a new management team in the US to focus on improving profitability by targeting higher-margin customers. Rather than relying on retailers that focus on selling products at deep discounts, the new team prioritized more profitable business relationships. As a result, US sales in the first half of 2024 generated significantly higher profits than in previous periods, with gross margins increasing by 12 percentage points.

Looking ahead to the second half of 2024, US sales are expected to be stronger than in the first half, as the Group fulfills gifting orders, including a large Christmas order from Walmart for its W7 and Chit Chat brands, which will positively impact performance.

That's my understanding.

[pyglet] 18/10/2024 08:34

It's early days yet where the US is concerned. The Top Team are constantly reiterating that organic growth is the way ahead and for what it's worth I agree. That is how they have progressed in the UK and there should be no reason why that method would not work over the pond.

[shstt1] 18/10/2024 07:13

Can anyone shed some light on why the US numbers are so minimal considering the no. of stores is 6200?

[bertiebingo] 16/10/2024 12:32

TBH, You are as boring as Qsmelly.

[villarich] 16/10/2024 12:22

Sliding back to £6 based on U.K. numbers. (Random emojis)

[qsmeily456] 16/10/2024 08:17

Sliding back to £5 on poor US numbers 🛩💥🌲🌳7796;🩳

[disc0dave46] 15/10/2024 15:36

VillaShouldn't bother.

[johndoe23] 15/10/2024 14:02

Lot of buying as America opened