Warpaint London Share Discussion Threads

[3ootuk] 11/11/2023 13:17

I wonder if we might be a takeover target for the likes of L'Oreal. They bought out Nyx Cosmetics in 2014, and Warpaint would compliment their offerings as just a bolt on acquisition that could be kept at arms length. Cash rich, no debt, profitable.
What premium could we expect if there were murmurings given the number of stores we are going to be in over the next five years could expand 10-100 fold.

[bertiebingo] 10/11/2023 19:38

Sorry start again.., using Shore analyst numbers EPS 17.3 (24), 19.3 (25)EPS growth +8% (24), +12% (25)Net cash £13.9m (24), 17.9m (25)Mkt cap £252m, £238m & £234m unlevered.PE unlevered = 13.8* (24), 12.1* (25)PEG 1.7* (24), 1* (25)

[bertiebingo] 10/11/2023 19:06

PE 18* (2024, unlevered) , EPS +10%, PEG 1.8*

[eeza] 10/11/2023 17:27

Not forgetting his Mum, also.

[johndoe23] 10/11/2023 16:27

Agreed, 310-315p will probably be new support

[eeza] 10/11/2023 14:59

Triple-top on the chart.

[dicktrade] 10/11/2023 14:50

I tried to top up this morning and got a quote @329 and hit the button immediately but got a 'trade timed' out message so it hasnt really changed all day . It will drop back to 310-315 probably, it always does when punters lose a bit of interest which is when i will top up again. My share price target is £5.00 in 2-3 years as the rollout of products and new retail customer wins takes effect. I can see at least 20p EPS for FY24 and 25p FY25 . To me the only risk is execution/continuity of supply.

[johndoe23] 10/11/2023 14:11

328.72 to buy 328.9 to sell

[herbert0] 10/11/2023 12:49

PE is 40 growth is 100%
PEG is 40/100 = 0.4

[big7ime] 10/11/2023 11:45

Fwd p/e around 17, rate of growth even if just 50% = peg 0.34. But more likely lower.
So even if shrs treble from here peg wouldn’t be over 1
Plenty of upside…

[big7ime] 10/11/2023 11:33

The other john

[techtrader5] 10/11/2023 11:30

QS what’s your point? I haven’t sold a single share like you, I have increased. What’s your point loser?

[johndoe23] 10/11/2023 11:30

I was only replying to John's post! Extremely bullish here

[big7ime] 10/11/2023 11:12

John are you mad, they are doubling profits and p/e is around what 20, so peg is way under 1, r u using historical figs? Peg looks fwd, it’s estimates of p/e and growth rate. It’s one of the lowest pegs I have seen. Tt5 makes good point.

[johnkidd1] 10/11/2023 10:09

Not the only thing you need to look at with interest rates over 5 pc. It definitely helps if debt is low or non existent and company is throwing off plenty of cash like W7L. Makes it a stonking buy.

[qsmeily456] 10/11/2023 10:08

This is the 🐓 who was topping up as I 🩳🩳 as it fell from c325 to c293.....2🤣🤣🤣 missed to gain down and paid over the odds and he calls himself a tech trader hilarious 🤣🤣🤣
Maybe spec..saver..s

techtrader5

29 Sep '23 - 13:32 - 1542 of 1596
0 6 0
Let your winners run. Topped up the other day. My new tgt here is 435p. And that’s still good value with high double digit growth in earnings. Expect also big increase in final div

[johndoe23] 10/11/2023 09:50

Anything under 2 ok in my view. Under 1 is very good.

[shanklin] 10/11/2023 09:48

I think we can take it that a company that more than doubles PBT two years in a row is not going to immediately subside into sedentary growth... ...which is what the forecasts indicate and why PEG is being calculated as greater than one.

[johnrxx99] 10/11/2023 09:42

Actually peg is not that good here: 1.65 on forecast. I like under 1 personally

[techtrader5] 10/11/2023 09:40

I stand by my statement that QS kindly reminds us of:

techtrader5

29 Sep '23 - 13:32 - 1542 of 1596
0 6 0
Let your winners run. Topped up the other day. My new tgt here is 435p. And that’s still good value with high double digit growth in earnings. Expect also big increase in final div


Actually, i will probably increase that target very soon,, it’s dirt cheap. Do some research, and Calculate the PEG here!!! Qs you should learn about PEG ratio. Never short a company with such a peg ratio, this just proves your inexperience and ineptitude

Every thread has one it seems, maybe he seeks attention haha

[johnrxx99] 10/11/2023 09:27

One of the few in my holdings that is in a happy place.

[johnkidd1] 10/11/2023 09:26

Yes Current PE about 13.A great buy and hold for when small cos are back in favour. I only buy quality cash generative stocks.W7L, YU, and Gold in the form of PHGP. Small exposure to Uranium. Keeping risk to minimum.

[big7ime] 10/11/2023 09:24

What a plonker, how can somebody get it SO wrong? Pmsl 🤣


QsmeIly456

1 Nov '23 - 10:41 - 1594 of 1597 Edit
0 0 0
Taking profits on the rise,