Updates and Ideas

Warpaint

October 2019

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.

Cosmetics business Warpaint (W7L; 62.5p) is an old friend to SCSW. I made the shares a buy at 137.5p in January’17 and in September ‘18, with the shares hovering at 267.5p, I suggested selling them to lock-in a 95% gain. I have been watching ever since for a re-entry point and with the shares at 55p (and providing a useful 9.4% yield and net cash), I think the time is now.Warpaint is the brainchild of its joint-CEOs, Sam Bazini and Eoin Macleod, who established the business 27 years ago when it started life as a close out business, selling cosmetics sourced directly from the star brands such as Revlon, Max Factor and Calvin Klein to discounters. But 2002 saw the launch of its own cosmetic range, under its W7 brand and t ...

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Warpaint (October 2024)

Warpaint - Barnstorming 500bps improvement in operating margin (May 2024)

Warpaint (February 2024)

Warpaint (December 2023)

Warpaint (July 2023)

Warpaint - Forecast busting outlook (May 2023)

Warpaint (April 2023)

Warpaint (February 2023)

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

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 - US sales going gangbusters (August 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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