Warpaint London Share Discussion Threads

[bigbigdave] 13/12/2024 13:24

Positive coverage here at 40mins 30s, Paul Hill with Richard Crow.

[its the oxman] 13/12/2024 13:00

Moving up? Gonna retest 600p for Xmas hopefully.

[slogsweep] 13/12/2024 12:00

Well at least they only took the money for the allocation and not the whole lot up front with a two week wait to get the funds returned

[bigbigdave] 12/12/2024 14:57

thx both :o)

[rar100] 12/12/2024 13:59

Warpaint London PLC
(
AIM:W7L
)
View Price & Profile
Warpaint’s Brand Architekts acquisition to supercharge earnings growth - analyst
Published: 12:50 10 Dec 2024 GMT

Warpaint London PLC (AIM:W7L) has received an optimistic outlook from RBC Capital Markets following its acquisition of Brand Architekts plc for £13.9 million.
The transaction, set to close by February 2025, is expected to diversify Warpaint's product portfolio and enhance cross-selling opportunities, strengthening its long-term growth potential.
“Brand Architecks has a complementary portfolio of challenger brands,” said RBC analysts.
The company “appears to be a good fit” for Warpaint, they added, “having a portfolio of solution-led brands in the personal care sector, outside of mass colour cosmetics”.
RBC revised its Warpaint forecasts following news of the acquisition, projecting a 10% average annual revenue growth from 2026 onwards.
Earnings are anticipated to become accretive in 2025, with adjusted EBITDA forecasts increasing by 4-6% annually between 2025 and 2028.
Post-acquisition, Warpaint’s 2025 adjusted EBITDA is projected to rise to £31.3 million from the previously estimated £29.9 million.
RBC raised Warpaint’s price target to 700p with an outperform rating from 685p previously because of the acquisition.
Warpaint shares were swapping for 524p at the time of writing.

[levys boy] 12/12/2024 13:43

Broker upgrade Dave. Outperform.. target price £7

[bigbigdave] 12/12/2024 13:17

A bit of life today, pretty decent buying.

[countryman5] 11/12/2024 14:32

Brand Architekts purchase looks a good deal. It comes with about £6 million of clean cash, stock, a list of brands with probably different outlets, many abroad which will allow W7L to enter fresh markets with its other products. It will take on a historic pension liability but this will eventually disappear. W7L has a high PE but BAR will soon deliver

[lammylover] 11/12/2024 08:56

I got 9% of my application. A bit disappointed, but every little helps!

[villarich] 11/12/2024 08:37

Buuuuuuuuuullllshiiiiiiiiiiitttt

[johnrxx99] 11/12/2024 07:54

Worked our at 24%. Thanks II.

[qsmeily456] 10/12/2024 23:28

I received £1400 of a £10k subscription so 14% sold at c532 the other day... although I had to buy back the rest sold at c532 for c522 but still a profit 🫨

[big7ime] 10/12/2024 09:13

I didn’t bother mucking about

[villarich] 10/12/2024 08:16

I got 15% of what I asked for. Still a nice paper profit right now

[johnrxx99] 10/12/2024 08:09

I seem to have got about 30% in cash terms. II will no doubt provide the number of shares in due course.

[hericsaba] 09/12/2024 18:09

I got refunded my excess money (ii). It looks I got 10.5% of my application, more less as we counted...

[ltinvest] 09/12/2024 16:49

Not a great allocation but a small discount is better then no discount

[johndoe23] 09/12/2024 10:19

So tuppence, as expected

[shanklin] 09/12/2024 10:18

If you asked for 3.78% or less of your existing holding, you should get 100%

[hericsaba] 09/12/2024 10:09

Thanks, so shortly most people got approx 3.8-10.9%, depends on how many their application was.

[metis20] 09/12/2024 10:03

For example if 1000 shares owned and 1000 shares applied for then:-

1000 shares (owned) x 0.03783 + 1000 shares (applied for) x c0.07
= 37.83 + c70 shares
= c108 shares acquired via the retail placing.

Edit: Soft Pre-emptive allowance Calculation: shareholder existing shares X 3.783% (Dilution from total new shares being issued pursuant to the Placing and Retail Offer) = Soft Pre-emptive allowance allocation shares. Additional Demand: (Total Order shares - Soft Pre-emptive allowance allocation shares) x 7.09751% = Additional demand allocation shares

If 1000 shares owned, soft pre-emptive allowance allocation = c38 shares

If 1000 shares applied for, total Order shares - Soft Pre-emptive allowance allocation shares =
1000- c38 = c1062 shares

1062 x 0.0709751 = c75.4 so total shares acquired via the retail placing = c38 + c75.4 = c113shares

[bigbigdave] 09/12/2024 09:28

Didn't bother applying for any shares, bought more in the market.

[hericsaba] 09/12/2024 09:21

I'm confused with this. Can anyone explain plain English how many shares we got: 3.8-7-26-100%?Let's say we had 100 shares before and subscribe for 100 new...

[qsmeily456] 09/12/2024 08:41

Sold at 531 ish so as long as I buy back below this level to cover beyond fees it's a return....if not 🫨

10k shares might give me £100 of actual offer shares if its massively oversubscribed so it's a big buy back under 531 for me.

[villarich] 09/12/2024 08:28

"Now it's can buy the shortfall"Need to learn some English bruv