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And still more Short reductions here:

https://shorttracker.co.uk/company/GB00BYMF3676/

Source: https://shorttracker.co.uk/company/GB00BYMF3676/

Further short reductions continue to show up in the disclosure data. According to ShortTracker, JPM has now reduced its declared short position in W7L four times — once in December and three separate cuts during January, with the most recent reduction disclosed on 2 Feb 2026. Spark Investment also substantially reduced its declared short during December.

Overall, disclosed short exposure has been falling at a notable pace, suggesting that some shorts have been de-risking into weakness rather than pressing positions.

The key distinction is between tape prints and disclosed short positions.

Short covering doesn’t have to show up as obvious aggressive buying on the day-to-day tape — it can be done passively over time, crossed internally, or offset against other flow. What is observable is the regulatory disclosure data.

ShortTracker shows that declared short positions have been reducing rather than increasing in recent months: JPM has cut its position three times since December (including twice in January), and Spark Investment also reduced its disclosed short during December.

That doesn’t guarantee anything on its own, but it does suggest some shorts have been de-risking into weakness rather than pressing positions at these levels.

Source: https://shorttracker.co.uk/company/GB00BYMF3676/

This is now three consecutive short position reductions by JPM (2 in Jan and 1 in Dec) plus also a major short reduction by Spark Investment in December:

https://shorttracker.co.uk/company/GB00BYMF3676/

Always good to note further/continuous Short reductions here:

https://shorttracker.co.uk/company/GB00BYMF3676/

History shows that sharp de-ratings don’t automatically mean a business is broken. There are plenty of examples where branded consumer stocks have fallen 60–70% on sentiment and short-term issues, only to recover materially once execution stabilised and confidence returned.

W7L’s fall from the highs has been driven by a guidance miss, one-off headwinds and thin liquidity rather than balance-sheet stress or brand failure. With the company still debt-free, cash-generative and expanding distribution, the key question isn’t what the price was, but whether fundamentals stabilise from here.

If they do, history suggests these kinds of stocks don’t re-rate slowly — they move in steps once sentiment turns. The next update will be important, but at this valuation the risk/reward remains skewed to the upside rather than priced for recovery already.

Post from ADVFN:

nawaralsaadi9 Dec '25 - 15:35 - 4219 of 4222

12 0

W7's dedicated Amazon store in the US is showing good traction, prior to running out of of the Beauty Blast Advent calendar, this product alone was showing 30K units sold over the prior month! And the reviews are overly positive. I also noticed new products such as W7 Mystery Makeup Set Box, my wife bought a couple of those for her friends as a Christmas gift.

On another front, Inspira (the agency managing W7 website shared an interesting case study (hxxps://www.inspiradigital.co.uk/shopify-case-studies/w7-makeup-shopify-launch)on the 2025 upgrade to W7 online store:

According to Inspira W7 Makeup has seen an immediate and substantial improvement since launching their Shop 2.0 theme. If we compare the two-week period post-launch to the two-week period prior to launch we can see…

52% increase in add-to-cart rate

57% increase in customers reaching checkout

59% increase in customers completing checkout

33% increase in conversion rate

I believe W7 has plenty of white space to gain additional online sales. It is worth noting that WP spends only 3% of sales on marketing compared to established brands. There is much they can do to drive sales on their own website, and other distribution channels, should they choose to do so in the coming years.

Post from ADVFN:

monkeybusiness129 Nov '25 - 18:13 - 4205 of 4206

15 0

W7L is trading at a price that makes absolutely no sense relative to its fundamentals — zero debt, rising net cash, strong gross margins, expanding UK/EU/US/UAE …………distribution, 7%+ covered dividend and ~40% insider alignment. The sell-off has been driven almost entirely by thin liquidity, forced institutional rebalancing and systematic short flow (JPM/Spark/Arrowstreet), none of which reflect a negative view on the business itself. With sentiment stabilising, Budget clarity delivered, and the next trading update only weeks away, the current valuation is deeply irrational. Even a basic return to a modest sector-discount multiple puts fair value far far above today’s levels. When fundamentals reassert — they always do — this has all the ingredients of a sharp re-rating. The risk/reward here is clearly exceptional.

W7L – Quiet Before the Catalysts

The daily moves mean nothing right now — this is just very low-volume drift.

What actually matters is ahead of us:

• Budget on 26 Nov – potential major tailwind if the low-value import loophole is finally closed (big positive for UK value brands like W7L)

• Dividend lands next week (21 Nov) – real cash back to holders

• Peak seasonal period – W7L’s strongest quarter for gifting, supermarkets and value retail

Zero change to the fundamentals here: no debt, cash-rich, margins intact, and major expansion still underway.

This is simply the calm before the next catalysts.

W7L – Positioned Exactly Where the Consumer Is Moving (via ADVFN)

Latest UK footfall data shows high streets turning positive again (+0.6% YoY in October).

And importantly — that’s exactly where W7L sells (Boots, Superdrug, Tesco, etc.).

This consumer environment is hurting premium beauty, but benefiting value brands:

• Shoppers are trading down, not trading out.

• W7L sits directly in the affordable, everyday, impulse-friendly price bracket.

• That segment has proven resilient across downturns (and historically leads the recovery).

Meanwhile, the share is simply consolidating after last week’s strong move:

• 215–225p remains a clear support base

• Light volume = no real selling pressure

• Price structure still looks like accumulation, not distribution

And there are macro tailwinds aligning:

• UK policy expected to close the Shein/Temu low-value import loophole

• That levels the playing field for domestic, compliant distributors like W7L

• High street support and retail tax relief increase W7L’s relative competitive position

In short:

✅ Footfall recovering where W7L is sold

✅ Consumers shifting toward W7L’s price point

✅ Policy environment improving for UK value brands

✅ Debt-free, cash-rich, dividend intact

✅ Base forming 215–225p

This is not a broken story — it is a re-rating building from the base.

Patience here is likely to be well rewarded.

Post on ADVFN today:

Onlylongterm931 Oct '25 - 18:50 - 4102 of 4102

7 0

Three consecutive sessions of extraordinary turnover — around 5.5 million shares (~7% of W7L) traded — with the price holding firm and then advancing on unusually heavy volume. That’s not typical retail flow. It looks far more like conviction buying and institutional repositioning into an oversold, undervalued quality company ahead of ex-div week. The share now appears to be forming a solid base from which a major rally could develop. The tape action speaks for itself.

Yahoo Finance- Tue, 28 October 2025

https://uk.finance.yahoo.com/news/500-buys-226-shares-highly-082900866.html

Post on ADVFN today:

LuckyJoe99929 Oct '25 - 17:26 - 4083 of 4083

7 0

W7L – Strong Close After Heavy Volume (29 Oct)

W7L closed today +2.84 % at 217 p (UT trade 3,018 shrs) after trading between 207 p – 220 p.

Total volume ≈ 3.40 million shares vs. avg 525 k, one of the busiest sessions since the profit-warning period.

Average spread ≈ 5 p (2.3 %), 52 W range 195 p – 570 p.

Two major on-book prints (~1.4 m + 1.45 m) went through mid-afternoon without depressing the price — in fact, W7L closed higher, suggesting institutional accumulation or cross-matching rather than selling.

Feed shows more “sells/unknowns”, but tape action tells the opposite story — firm bid, strong close, and heavy demand absorbing all supply.

With a debt-free balance sheet, solid cash, and 4 p dividend (ex-div 6 Nov, pay 21 Nov) plus upcoming UK import-duty changes favouring compliant domestic brands, the risk/reward looks increasingly attractive.

If today’s huge turnover cleared the overhang, 215 p could easily prove the new base, with 230-250 p the next test zone as November catalysts approach.

DYOR, but today looked very much like smart money stepping in.

Yahoo Finance- Tue, 28 October 2025

https://uk.finance.yahoo.com/news/500-buys-226-shares-highly-082900866.html

Post from ADVFN:

nawaralsaadi20 Oct '25 - 15:25 - 4063 of 4063

11 0

I don’t believe those selling the stock here understand Warpaint’s severe undervaluation at current levels. Here is a quick comparison between ELF Beauty and Warpaint (data from Dow Jones Factiva):

EV/EBITDA

ELF: 39.16

Warpaint: 6

Net Profit Margin (TTM)

ELF: 11.12%

Warpaint: 14.9%

Operating Margin (TTM)

ELF: 11.62%

Warpaint: 19.83%

Gross Margin (TTM):

ELF: 67.23%

Warpaint: 39.5%

ROE (TTM)

ELF: 13%

Warpaint: 27.22%

ROA (TTM):

ELF: 7.8%

Warpaint: 20.2%

EPS Growth rate (5 years) – Source FT:

ELF: 40%

Warpaint: 67%

Despite the fact that Warpaint has faster earnings growth, materially higher operating and net profit margin, and higher ROE and ROA, the stock trade at a fraction the valuation of ELF beauty. Warpaint management team has demonstrated very strong business acumen, and have successfully steered the company to where it is today for over 20 years. The notion that the company have hit a permanent growth wall for the rest of time is ludicrous. I have been investing for over 30 years, and I’ve rarly come across a company with such impeccable financials, a blue-sky growth potential, a deeply invested management team, and an attractive yield to boot.

Spot on — even after today’s RBC note, it’s worth keeping perspective.

Their reduced 440p target is still more than double the current share price, and they’ve kept an ‘Outperform’ rating, calling the current valuation “overdone,” with shares trading on just 6× EV/EBITDA vs their 12.5× target multiple.

They’ve simply reset near-term forecasts after the interim update — not the medium-term story. RBC explicitly note that the “medium-term strategy remains intact” despite short-term factors like FX and Bodycare.

Add Berenberg’s 510p Buy and Shore Capital’s House Stock rating, and you’ve got three brokers still pointing the same way — upwards.

Margins are recovering, H2 rollouts (Tesco, Boots, Superdrug, CVS, international and more) are underway, and the balance sheet is rock solid — zero debt, cash-rich, and yielding over 5% with a rising dividend.

The fundamentals haven’t changed — only sentiment.

And sentiment always catches up — especially when the numbers start doing the talking.

Berenberg’s 680p call was back when W7L was flying, true — but even after the September reset they still rate it a Buy with a 510p PT, more than double the current share price. Brokers will always flex targets with earnings forecasts, but the key is that none have turned bearish — Shore Capital still call it a House Stock too.

The recent CEO interview also reinforced that H1 weakness came from very specific one-offs (tariffs, Bodycare, a Scandinavian customer) and that H2 is when the big rollouts (Tesco, Boots, Superdrug, CVS, international, and more) start to show through.

Combine ~40% insider ownership, zero debt, £17m+ cash and improving margins with supportive broker coverage, and the message is clear: the fundamentals and broker stance both point to significant undervaluation.

Obviously I meant (below), “final trading volume TODAY”.

Totally agree, oogleflugal — the Paul Scott interview really clarified how isolated the H1 issues were (one client going bust and another temporarily overstocked) and why H2 is shaping up very differently. The Bodycare impact looks like a one-off, while the Tesco, Boots, Superdrug …..and international rollouts are structural growth drivers that should show up clearly in the numbers ahead.

Also, just to correct my earlier post: final trading volume yesterday was actually ~1.072 million shares (vs ~450k average), which makes the absorption even more impressive given that 220p still held firm as support. That’s classic late-stage distribution — once that seller’s line clears, the buy side no longer has to chew through heavy supply, and sharp upside moves often follow.