Warpaint London Share Discussion Threads

[nimbo1] 18/6/2017 09:41

thats my hope - I have taken a relatively large portfolio % here. 4.5%. I wonder if we will get a trading update on the 26th June with AGM. I am going so will report back if anything of interest to say.

[big7ime] 16/6/2017 17:48

highly cash generative, low capital demands and generates high return on equity, its online business is expanding fast which interests me and the fwd per here is enticingly attractive. I may take a nibble next wk
Business model and management are sound, could it be the boo of makeup? 💄

[nimbo1] 16/6/2017 13:42

the sell off on hotel chocolate was almost exactly the same. I always wanted to buy shares in HOTC - maybe a buying op will present itself

[rampmeister] 15/6/2017 18:26

According to Zacks this is a healthy correction before we enter major tech boom. Also don't forget Softbank's 93 billion fund about to be unleashed on global techs.

RM

[croasdalelfc] 15/6/2017 17:49

Panic - that is true of course. We have had a bull market for a few years - is this correction or more than that

[panic investor] 15/6/2017 16:45

I get what your saying - but there's only so much you can do if the market changes

[croasdalelfc] 15/6/2017 16:40

It's effectively a high quality discount retailer so it is a defensive stock if retail sales take a hit.Buying a £5 concealer instead of the £30 big brand equivalent is what girls on a tight budget will do.Accrol is defensive , so is UPGS and BME and Boo

[runthejoules] 15/6/2017 12:45

Panic investor, they still resell unsold luxury brands cheaper and can re-expand that part of the business. They do cheaper versions of luxury brands. That's how it's defensive. I do wish I'd sold at 300 though obvs and women will stop buying lipstick if there's a famine but have been away & missed this drop so will just have to look forward to international growth & a rebound.

[saj3] 15/6/2017 12:17

I can't see girls stop buying lipstick regardless

[panic investor] 15/6/2017 12:15

How on earth is this defensive !

[nw99] 15/6/2017 12:13

Support around 160 area

[saj3] 15/6/2017 12:00

This stock is defensive as well.

[ny boy] 15/6/2017 11:51

Looks like the party is over for growth stocks as general markets start to correct sharply. I see 150p as a correction low here over the next few months.

[saj3] 15/6/2017 11:36

I've also added

[nimbo1] 15/6/2017 11:35

Sell off of growth small caps, bad retail sector sentiment.

Misses the point here imo. Will recover

[woodcutter] 15/6/2017 11:34

fall out based on retail sector and DFS. business model completely different
dropped to 50% fib retracement level and bang on trendline support so i added to two portfolios

woody

[ali47fish] 15/6/2017 10:55

is this to do with retail secot falling?

[ali47fish] 15/6/2017 10:54

still falling now to 7pc? no news!!!

[nimbo1] 15/6/2017 09:16

Me too in hindsight. Now at break even point after top ups. But I'm pleased as will buy a few more. Great company this when you look at all the metrics. Possible 3.5 percent divi next year. The dividend payout grew 90% from 2015 to 2016.

[ali47fish] 15/6/2017 08:58

should have taken some profits-when is this going to bottom and bounce? not sure when to add either

[barry potter] 14/6/2017 23:32

Picked up 550 or so at 260 also. Fingers crossed for tomorrow...

[nimbo1] 14/6/2017 14:26

I am going to buy more, only question is at what price.

got some at 259.9 and 260. wish me luck!

[croasdalelfc] 14/6/2017 11:52

Maybe it's cos the Current PER is 28 based on an EPS of 10p for 2017