The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Think it's more the unknown with Chrysallis that's suppressing the price, clearer road should aid SP movement.
I think the SP being held down here whilst we wait for notification of when the full year results will be announced which supposed to be next month .
We just need some good updates and Chrysalis aggravation to be dealt with.
This will come good imo .
£120k trade just gone through. That will have taken some shifting.
What is going on with this share price.
It has the appearance of being friendless yet we know there have been a few recent Institutional / High Net Worth purchases and crossing thresholds.
Yet here we are with a silly low share price and still we try and drop it further when it seems quite clear that everybody has just switched off?
Markets at all time highs as well.
Incredible really.
Well the two 21833 purchases were mine, not good if I am the biggest purchaser of the day, twice.
I think the MM's are driving this down / keeping the SP low - all for Ulterior purposes.
EITHER to reduce the 'Premium' in the case of a takeover OR someone is building a stake knowing the health of the business.
Personally i think it's the unknown of the action that's keeping this down. Once there is clarity on that situation movement will follow.
Yes it's definitely lagging, there's lots of positive stories and news flow going on in the background suggesting where the company is heading, the longer this situation persists the stronger the rerate when it eventually does blow. Patience, patience....
Showed a bit of strengthening late afternoon spk and to be fair it has lagged a market that has been hitting successive highs for days and now into weeks. I don't normally like to tempt fate but its about due its own catchup.
Since it only seems to be me posting sit back and keep quiet.
Some material on those new product launches referred to in the last post.
Skin Silk Serum Foundation - launched in both the UK and US and it looks like the new President North America has been getting some backing. National Account Manager was also advertised and Amazon being one of the key responsibilities.
https://www.linkedin.com/posts/revolutionbeauty_revolutionevent-event-prevent-activity-7178412743639605248-TaUK
https://www.linkedin.com/posts/revolutionbeauty_makeuprevolution-valentinesday-popup-activity-7165970916571602944-Mrxq
https://www.linkedin.com/posts/revolutionbeauty_outofhomeadvertising-outofhome-outofhomemedia-activity-7175536436979343361-AbTx
https://www.linkedin.com/posts/revolutionbeauty_event-usevent-pressevent-activity-7165253762582831105-NeHU
Blush and Bronzing Drops – a dupe of the Drunk Elephant Equivalent at a fraction of the price.
https://www.linkedin.com/posts/revolutionbeauty_makeuprevolution-bronzingdrops-sunkissedskin-activity-7183815224603344896-KOhz
https://www.kentlive.news/whats-on/shopping/ive-found-way-you-can-9281059
Launch of Dewy Glaze Serum
https://www.leicestermercury.co.uk/whats-on/shopping/revolution-dewy-glaze-serum-highlighters-9276585
Plenty more out there to dyor.
Its been a bit quiet on here of late but its good to see that behind the scenes the company is getting on with its strategy and keeping to its timeframes.
"Our major product launches for 2024 are ahead of plan as we focus on fewer and more impactful new products. We also opened our TikTok shop this week and are preparing to go live with a new direct Amazon US partnership in May 2024. I remain highly confident about our growth prospects and our ability to become a top five mass beauty player."
Plenty of products low listed on the Amazon.com / US website and importantly they look good imvho
https://www.amazon.com/s?k=revolution+beauty&crid=ZW1KRR2LBC78&sprefix=revolution+beauty%2Caps%2C550&ref=nb_sb_noss_1
Hopefully a bit of an update on this and the newly opened TikTok shops on the Outlook side with the promised June FY24 Results.
"The Group expects to report its FY 2024 results in June 2024. An update will be made nearer the time confirming the final date."
Bit of an uptick late afternoon, good sign maybe, hopefully get the claim boxed off then this could motor on.
This is the only stock I have now
Moved over to crypto
Far more lucrative!
Would have, could have, should have, that's owning shares for you. My holding here is beating inflation by a decent margin and I think there is a lot more still to come 🤷
Should of sold at 35p
Worst share I'm my portfolio
The company as a whole appears to be doing very well but another set of results are required to confirm this. Unfortunately it's still plagued by unresolved legacy issues but of course that's why you can still buy in at the current levels. I'm holding for the long-term, with another 6-12 months worth of decent results confidence should return for potential investors. Or it will be taken over in the meantime.
just checked back on this after getting out last year. wow. what a **** show.
I - BIG IF = RevB settle Chrysalis claim the the flood gates will open and I fully expect Boohoo to wait and pick up the company for zero, Even if NEWS of a Settlement will (IMHO) spook the market and the SP will fall.
As others have pointed out - as professional investors where were the stop losses and where were the updates and reviews with the company .....
If no-one compensates the small PI then the Big Boys can get lost ....
(The lawyers will get fat and will keep egging the dispute on I suppose ....!)
Appears at the moment to be holding above 26p but no gaurentee it won't drop further. Investors probably awaiting further news.
I am holding this for the long term do you see another price drop or will it stay around this price for a while
That's correct She2, andas a result may have a legitimate claim, time will tell. My issue is they bought around 170p in 2021 and sold July 23 when price was circa 50p. Now where were the stop losses to protect investors from large losses? To me it is incompetent management, the SP hit circa £1 for at least 6 months before a bigger drop, so it hasn't fallen off a cliff and they had ample opportunity to cut their losses.
INHO DYOR
That's a real vote of confidence.
UBS showing they are not concerned about the Chrysalis issue by increasing their stake by 1M
Late to the party
This isn't a case of sour grapes by an investor that got their timing wrong, Chrysalis is claiming that the company engaged in “deceit, negligent misstatement and/or misrepresentation” at the time of their initial investment. That's potentially fraud and other criminal activity.