Member Info for E_AL

15 :43:17 11.00 3,544,159 £389.86k

Jupiter is out??

I believe we’ll see minimum >10% recovery here tomorrow. Nasdaq & Dow are very bullish today and shares from all sectors have been rallying after US CPI confirmed drop in US inflation in July at rate better than expected.

You know what they say, if the US sneezes, footsie gets a cold & vice versa . Imo we hit the bottom today and it will bounce back up from here

1st since the drop last week MM FCAL is first on the BID not the ASK - L2

Moving fast

10-Aug-22 16:13:07 18.00 250,000 Buy* £45.00k O
10-Aug-22 16:12:36 17.00 100,000 Buy* £17.00k O
10-Aug-22 16:11:19 17.00 235,294 Buy* £40.00k

Good news from across the Atlantic

LIVE UPDATES

WED, AUG 10 2022

Dow jumps 500 points, Nasdaq surges 2% as investors cheer lighter-than-expected inflation report

Stocks rose sharply on Wednesday after a key inflation reading showed a better-than-expected slowdown for rising prices.

The Dow Jones Industrial Average jumped 513 points, or roughly 1.6%. The S&P 500 gained 1.7% and hit its highest level since early May, while Nasdaq Composite rose more than 2%.

The headline consumer price index for July rose 8.5% year over year, and was flat compared to June. Economists surveyed by Dow Jones were expecting increases of 8.7% and 0.2%, respectively.

Core inflation, which strips out volatile food and energy prices, also saw a smaller-than-expected increase.

The deceleration in the Consumer Price Index for July is likely a big relief for the Federal Reserve, especially since the Fed insisted that inflation was transitory, which was incorrect. ... If we continue to see declining inflation prints, the Federal Reserve may start to slow the pace of monetary tightening,” said Nancy Davis, founder of Quadratic Capital Management.

Major tech stocks were outpacing the broader market on Wednesday, with Tesla and Netflix climbing more than 3% each. Salesforce was the best performer in the Dow, rising 3.5%.

https://www.cnbc.com/2022/08/09/stock-futures-tick-up-as-investors-brace-for-july-inflation-report-.html

"from REVB's RNS:

"· US Stores: The USA is now Revolution's biggest single market at c. 20% mix of our business, delivering sales growth of c. 27% for the full year. This growth was achieved against a strong FY21 comparator, where Makeup Revolution was rolled out across Target for the first time."

"The notification to the issuer shall be effected as soon as possible, but not later than FOUR trading days in the case of a non-UKissuer and TWO trading days in all other cases, after the date on which the relevant person:

(1) learns of the acquisition or disposal or of the possibility of exercising voting rights, or on which, having regard to the circumstances, should have learned of it, regardless of the date on which the acquisition, disposal or possibility of exercising voting rights takes effect; or
(2) is informed about the event mentioned in DTR 5.1.2 R (2).
And for the purposes of (1) above a person shall, in relation to a transaction to which he is a party or which he has instructed, be deemed to have knowledge of the acquisition, disposal or possibility to exercise voting rights no later than TWO trading days following the transaction in question and where a transaction is conditional upon the approval by public authorities of the transaction or on a future uncertain event the occurrence of which is outside the control of the parties to the agreement, the parties are deemed to have knowledge of the acquisition, disposal or possibility of exercising voting rights only when the relevant approvals are obtained or when the event happens"

https://www.handbook.fca.org.uk/handbook/DTR/5/8.html

Looking at L2 & all I see is a wave of blue - BUY/SELL ~ 5:1 I think we'll see the sp break out very soon

# Trades 84

Vol. Sold 176,552
Sold Value £32,452.22

Vol. Bought 1,034,532
Bought Value £186,320.39

They are letting the big boys in while they can:

# Trades 45

Vol. Sold 176,552
Sold Value £32,452.22

Vol. Bought 411,359
Bought Value £73,895.91

Around 70% of the company’s shares are in directors & IIs hands:

Thomas Donald Allsworth - Chairman 15.8%
Adam Nicholas Minto - CEO 15.8%
Jupiter Asset Management Ltd 11.5%
Soros Fund Management LLC 6.46 %
Tsg7 A Aiv I Cayman LP 6.28 %
AXA Investment Managers UK Ltd. 5.80 %
Premier Fund Managers Ltd. 4 %
Chelverton Asset Management Ltd. 3.24 %
Canaccord Genuity Wealth Ltd. 1.09 %
Baillie Gifford & Co. 0.87%

Someone is buying blocks of £19.99k!

On the first of August, volume was 2.6k and we witnessed 15% spike in sp so if/when the seller is done then we’ll have a nice recovery back to value level:

https://i.ibb.co/zGQzt2j/3-F3-A02-E2-EF5-C-4-BD3-9-FD8-89-D8-CD05888-C.jpg

"@Rony: If it doesn’t recover above 20 today will be selling otherwise in death spiral , look at Made which has halved again in "

Well, you are not not comparing apples to apples here:

Made - 19th Jul 2022 RNS: "Management is considering options to allow the Company to strengthen its balance sheet."

REVB - 2nd of August 2022 RNS "The Group has a £40m revolving credit facility which the directors believe provides sufficient liquidity for the future."

Thanks HeresHopin, I don’t doubt the story at all but I was just wondering about the size of their holdings in the company.

“ The founders of internet giants Boohoo and The Hut Group have backed rapidly growing cosmetics company Revolution Beauty, The Mail on Sunday can reveal.

Mahmud Kamani and Matt Moulding are both understood to have invested millions of pounds in the online beauty retailer which is due to float on the London Stock Exchange tomorrow, sources said. ”

For some reason I couldn’t find them on REVB’s major shareholders list? Any thoughts?

Some useful information about REVB for the new holders:

https://www.thisismoney.co.uk/money/markets/article-9736963/Revolution-Beauty-public-AIM-market-estimated-500m.html

https://www.thisismoney.co.uk/money/markets/article-9797897/amp/Boohoo-Hut-Group-backing-beauty-Revolution.html

Only 310m out there and definitely not all IIs are selling

2 of the board members hold around 1/3rd of the company's shares:

Thomas Donald Allsworth - Executive Chairman holds 48,838,993 -shares 15.8%
Adam Nicholas Minto - Chief Executive Officer holds 48,838,993 shares - 15.8%

# Trades 353

Vol. Sold 3,083,953
Sold Value £701,382.81

Vol. Bought 1,788,780
Bought Value £402,654.83

Market Capitalisation £66m

As we approach the seasonally stronger second half, and actively manage costs across the business, we will benefit from leveraging our overhead base in line with previous years. Confidence in the second half is underpinned by significantly increased retailer distribution in H2 FY23 versus H2 FY22.



Adam Minto, Revolution Beauty CEO, commented:

"While the Group has been impacted by near-term economic and political headwinds, we remain confident in the strength of our long-term strategy and the significant growth opportunities open to us. In particular, we remain focused on innovation and the development of new categories while continuing to further build brand awareness, especially in the US.

"This has been a period in which we have strengthened our market position and built sales across geographies, despite the unprecedented macro-economic backdrop. We have continued to deliver against our omni-channel strategy and are now in 15,000 stores worldwide. We secured a second UK retail partner with Boots and launched into 2,800 Walgreen stores. This has been achieved by providing our customers with the highest quality beauty products at the best possible price."

Guys, anyone got an idea about the short positions here, I couldn't find any on records? Thanks

Buys are over double the sells since the opening.

# Trades 1,866

Vol. Sold 1,339,779
Sold Value £1,713,156.45

Vol. Bought 3,367,293
Bought Value £4,323,728.93

Nice chunky buy gone through 10 mins ago, I think we'll see nice run this afternoon:

22-Jul-22 11:03:31 128.24814 550,000 Buy* 126.30 126.80 705.36k