Primary Recommendation

Warpaint - US sales going gangbusters

August 2017

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Colour cosmetics business Warpaint was recommended as a New Year NAP in January at 137.5p. After going over 300p in late May, the shine was taken off the shares last month after a poorly worded AGM statement rattled the market. At 192.5p, I think they’re an outstanding buy once more.During the month I met co-founders Sam Bazini and Eoin Macleod and finance director Neil Rodol and as they explain the US, which is the world's largest colour cosmetics market (US$11bn or 5.5x bigger than the UK), is currently delivering double-digit sales growth and has been their focus, so even if sales from Europe, which is its smaller region, haven’t budged from last year’s level, they have no concerns about not being able to hit broker eps forecast ...

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Warpaint (February 2024)

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Warpaint (April 2023)

Warpaint (February 2023)

Warpaint - Forecasts upgraded as international growth comes through (October 2022)

Warpaint (October 2019)

Warpaint (October 2018)

Warpaint (September 2018)

Warpaint (July 2018)

Warpaint - Eps forecast of 13.6p lifting to 16.7p (June 2018)

Warpaint - £21m cosmetic acquisition (December 2017)

Warpaint (October 2017)

Warpaint (July 2017)

Warpaint (June 2017)

Warpaint -Notes from meeting with Finance Director (April 2017)

Warpaint - Going global following IPO (January 2017)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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