Member Info for danl90

@maxage that’s the point he’s on a very handsome risk free bet

But if he’s so confident the business is going to £6 why is it hard to put some money in at this price?

@DB really appreciate that. That’s why I don’t think rag likes me as his insight is based on cute stories from fashion businesses gone bust 30 years ago. But anyways enough on that it’s not relevant here

I added more yesterday. Watch the YouTube video with the ceo it will give you a great feeling of what we are going for here

Also vs all other make up brands revolution has smashed social media. 3.1m insta followers. 5.3bln views on their “creatorrevolution” campaign for perspective “prettylittlething” as a TikTok hashtag has 500m

Revenue of £200m this year. Ebitda margin at 12% or so is £25m which a good multiple is >£600m value plus cash. If they announce further countries, more store partnerships and growth in new ranges then the outlook would be rosey

Also worth doing a review of “revolution plex” is dupe for Olaplex (very expensive shampoo) people are loving that as well and there’s hardly any revenue in for hair care atm

But also JL should be buying. He owns the square route of 0 shares! He’s never bought a single share

Tbh against my better judgement that’s a bad sign. I always like a stock where management are in it with you (revolution beauty a good example along with Glencore - not a holder of Glen atm)

I dropped Card Factory as CEO only bought £50k worth

For perspective on JL he earns £1.5m last year and yet he won’t buy stock! Terrible

You’ve seen Director buys at a lot of tech stocks atm which have helped

Moonpig and hut group. At Hut group the guy buying was Iain McDonald who is ALSO a Ned at boohoo! So he clearly wants to top up on this dip just not here

Maybe that’s a bad sign or it’s a good sign that there’s a reason he can’t buy?

@kallu you’ve misunderstood these shipping costs would be getting stock from China to U.K. for distribution so this will be a saving for all boo products

The bit you’re referring to should get better as US commercial travel starts (November) as the items bought can go in the belly of a plane. This will speed up delivery to customers. JL told us that pre pandemic average delivery to US was 4 days vs 8-10 atm

Are finally falling! FT article this morning

I’m not in the shipping business so not saying I have any insight but my feeling was that a lot of the cost pressure atm was as everyone “was shipping early for Christmas”. I honestly haven’t seen one set of results that hasn’t said it

If everyone is doing their normal shipping and then ships Christmas added to a bit of 0 case policy in China it’s not hard to see how the supply is out weighted

Now everyone has shipped for Christmas will there just be normal shipping? Add this to commercial flights starting soon then? Let’s not be too optimistic but could be a green shoot

@Pmoran sorry I was attempting humour from the comment by rag below

Hope this helps show my frustration when I’m the “i am” and I “take things out of context”. All my fairly well made and relevant to the share price points are “blah”

While a nice story of Christmas will be busy (is this going to be a surprise to the board for when they bake in forecast earnings?)

@ Pmoran

Ok my take on all of this.
1)Blah
2)Blah
3)Blah
4)Blah

Hi DB! I’d appreciate any help I can get over at boo board. I just get hammered by rag who’s clueless I must say

MK and Matt Molding (Hut ceo) both bought in at the ipo so paid 160p

A point for me that sticks out is Jupiter asset management put in £90m! That’s insane for such a small business

But there is a YouTube video (vox markets) the ceo sounds just like Nick at asos ie a visionary. Unlike rag at boohoo board this guy is like Nick at asos ie worked in the industry repeats what’s been done well but sees the fundamentals flaws and therefore knows how to beat them

A quick stat. Revolution outsells revlon in every store they are in. Revlon is $2.4billion revenue. This will be c.£180m - £200m this year so you see how this can grow

I think this valuation is a steal for the growth. Also they have a call option for the manufacturing so that can boost earnings

The selling is off hardly any volume so I’d keep going. I bought more today. Hut Beauty will gobble this

Just FYI revolution are already on Huts ingenuity platform for USA, Aus and NZ so a natural fit

How?

How would you be able to fund a management buy out?

Certainly Nasdaq is better value for us than U.K. but I wouldn’t rule trade buyers out for a brand as good as myprotein

I’d imagine Coke or someone could pay a very handsome amount

Also just to add wouldn’t it be good if SoftBank wanted the properties?

£19m a year rent saving would be nice. Think this would boost earnings and also address the governance issues

Give em back Matt

https://www.google.com/amp/s/www.thisismoney.co.uk/money/markets/article-10062195/amp/Falling-fashion-Hut-Groups-shares-40-month.html

Barclays saying beauty could be worth £4billion! That would be a very nice figure in my eyes

A float in the US and then buy out Revolution Beauty

I think nutrition might be better sold to trade. There are a lot of old world food groups that need to readjust for the healthy world. I think that’s where you’d find the right premium. Also I think there is less need for M&A in that business so you don’t need the paper value

Ingenuity will end up listed in Japan with SoftBank. I imagine they might up their stake in the future?

Sorry saw Matt and his wife. They were the ones in myprotein gear not me and the gf

Ha I agree! The press dislike that Matts a decent looking bloke. Me and the gf saw him in Knutsford the other week, both head to toe in myprotein clothes you’ll be glad to here!

Wasn’t a shareholder at the time so didn’t say hi but will next time

Just curious did anyone look at this since I posted?

It’s taking the “test and repeat” model that has made boohoo the success it is today and applying it to make up (gets to market in 16 weeks when L’Oréal etc take 18months)

The Kamani family bought in at the ipo so they clearly see the value

It’s not! It’s £150k

I think this is a case of journo not having a clue

The stock price is in pence and not £’s

https://www.thetimes.co.uk/article/hut-bosses-halt-slide-with-15m-share-purchase-ndl9nccp7

Can you post this please

Thanks

Apparently £15m of buys from insiders in a Times article

I can’t access but can someone post?

Seems a decent rally at the end. Maybe people realising this has gone far enough when there’s been no negative news?

I had pondered over buying more at 414p while eating lunch but decided I’d wait till I’d finished eating. 20mins later and the price was up! Ha

Well I’m happy with the tranche I have. If it dips I’ll buy more

I’ve also been adding revolution beauty. The more I hear from the ceo the more I love

I think that’s one for THG beauty to buy when it lists separately. Matt Molding personally bought in on the revolution ipo