The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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BBC News - The Body Shop to shut nearly half of its UK stores
https://www.bbc.co.uk/news/business-68347918
Sad news, especially for the employee's concerned, however, can be good news for Revb.
Https://cosmeticsbusiness.com/revolution-beauty-auditor-bdo-resigns-after-four-years
Quite pleased really, out with the old. New beginnings.
No big deal. These are not 'Nil' paid options.
The share options have an exercise price of 27p, which means Catto has to pay a total of £810,000 when he wants to exercise them.
He will only benefit to the extent that the share price is greater than the 27p he pays.
Shareholders should be content that he really benefits only if they benefit from an improving performance and share price.
For what? I sincerely hope it boosts his incentive a lot. There seems to be way too many shares gifted about for my liking. How about just doing the job properly that you are already paid handsomely to do? I see the news impacted the SP accordingly.
Https://www.birminghammail.co.uk/whats-on/shopping/superdrugs-6-pink-powder-goes-28645412
Millions of views on TicToc. At some point SP will move to a realistic valuation. Wouldn't be surprised if the big cosmetic players aren't keeping a close eye.
Absolutely Drd, current broker recommends, link posted earlier, 70p target price (pinch of salt though with brokers).
It would be great if the share price reflected all the positive news. No volume.
Https://www.google.com/amp/s/www.mylondon.news/lifestyle/fashion/revolution-beauty-hyaluronic-acid-serum-28647061.amp
Some really good write ups about, regarding RevB products. LinkedIn also has some very interesting and positive articles.
Lauren suggests they sell 370 millions worth at retail value.
Kotichava, watch the video from the recent presentation day, at circa 11:45 minutes in you will see where the the 360 million global revenue comes from 👍
Well the number of daily trades this week is up 10 fold, a combined effect from the recent update, capital markets day and liberums coverage of 70p I expect. Just more positive exposure required to get this motoring.
Why do they keep saying current £370 million in sales and margins of less than 6%. As of this year, single digit growth on £187 mil. Looks like, Revb is following Boohoo's values in business.
Agreed, crazy price action although I suspect that was nothing to do with the new coverage note which will have gone largely unnoticed.
Managed to pick up some more on the dip however so not all bad.
Hopefully word will get out eventually.
Https://www.proactiveinvestors.com.au/companies/news/1040822/revolution-beauty-is-a-market-disruptor-following-boohoo-coup-analyst-1040822.html
Great write up, 70p target price and the SP tanks.
No buying after CMD because professional investors are not fully convinced in management ability to carry out what they claim..The shares will slide slowly downwards with no news to bolster the SP ... Probably end up in low to mid twenties and then drift sideways
Would be nice to see some buying on the back of the CMD. There appears no interest here at all with the legacy issues still hanging over the company.
Thanks spk999. Skim watched it and I thought it was a decent presentation, professional and well attended
Well its failed the 1 minute test with me. I've used the RNS link on the day, goine into the Investors section and I can't find the link.
If someone could paste the link then I'd appreciate it.
BBC News - The Body Shop set to appoint administrators in UK
https://www.bbc.co.uk/news/business-68261784
Positive or negative affect on RevB? My thoughts are Positive, but interested in others' views.
Minto was also sat in the centre of the room. Notice his reaction to the last question. Seems to find it all amusing
They seem to be more focussed than before and the new team seem highly experienced. They said they expect revenue to fall near term as they exit low margin non core business. The business seems to be following a typical turnaround pattern. They are now at the stage of being stable and returning to growth and I think the share price will lag until we see solid results and are on a clear upward trajectory, at that point I'd expect institutional investors to buy in. Until then I think the share price will sit in a range, I'd guess 25 to 35p. I still think this undervalues the business, but investors understandably will wait to see results.
Jeez, that's couple hours I'll never get back. Found it hard going, couple takeaways on stock control, distribution and chrysalis issue. But overall, iam happy to hold and top up if price dips.
Video recording is now online
His wife is also now a director at Carbon Theory alongside other ex Revolution colleagues. I've noticed Carbon Theory appearing in some of the same distributors as Revolution. Free to do whatever now the settlement agreement is signed.