Member Info for theancientmarine

Agreed. The share price has drifted lower despite no obvious deterioration in the underlying business. At current levels, the risk/reward appears increasingly asymmetric.

Dividend payment date next week, should bring some traction while lower energy prices here can help with disposable income.

Proactive Investors:

Warpaint trading picks up in second quarter as cosmetics group lands Ulta Beauty deal

Warpaint London PLC (AIM:W7L), the maker of affordable colour cosmetics, said trading improved in the second quarter and unveiled a new US partnership with Ulta Beauty as it stuck to full-year forecasts.

Sales between 1 April and 31 May ran ahead of the same period last year, a marked shift after difficult conditions that persisted through 2025 and into the first quarter of 2026.

The cosmetics group added that overall sales were being achieved at a better margin than in 2025, with further improvement expected.

In a statement to be delivered at its annual meeting on Tuesday, chairman Clive Garston said expectations for the full year remained unchanged despite continuing macroeconomic headwinds.

The company will launch an online Christmas gift range with Ulta Beauty, the largest specialty beauty retailer in the United States, a tie-up it said could open further opportunities in 2027.

That adds to a significantly improved Christmas order already secured from Walmart for the US market.

In Germany, Warpaint launched a capsule range of its W7 products into 2,200 Dirk Rossmann stores in May, with early sales described as encouraging.

The group expects sales in 2026 to be more weighted towards the second half than in previous years, reflecting the timing of larger orders and planned customer rollouts.

Warpaint reported a strong balance sheet with no debt, and cash balances of £20.6 million at 31 May, up from £15.0 million a year earlier.

The company also disclosed a board change, with director Paul Hagon stepping down as it holds advanced talks over an expanded consultancy contract with Ward & Hagon Management Consulting aimed at accelerating growth.

Now looking forward to the AGM here along with relating updates including on any global expansions planned/in progress (AGM next week, 16 June).

As I have said before, this is headed to £4+ here based on undeniable forward fundamentals (should never have dropped this low from 600p+), I believe Berenberg bank will also upgrade their current 470p price target/Buy rating post AGM and especially looking at H2, Barry M was another master stroke, GLA.

In case of interest, Warpaint London will be presenting (Sam Bazini) and also exhibiting (Hot Stand) at the MELLO2026 London event tomorrow, please find links for details here below:

https://www.melloevents.com/mello2026

https://static1.squarespace.com/static/67a65939ef881a7e4d1b51e6/t/6a1d5628c057810a68840520/1780307496306/WEBSITE+MELLO2026+SCHEDULE+FINAL.pdf

This is headed to £4+ here based on undeniable forward fundamentals (should never have dropped this low from 600p+), I believe Berenberg will also upgrade their current 470p price target/Buy rating post AGM and especially looking at H2, Barry M was another master stroke, GLA.

As highlighted earlier, based on fundamentals and forward potential here, W7L is clearly one of the most Undervalued & Oversold Quality AIM shares trading today, sometimes markets provide rare opportunities, particularly for patient investors, DYOR!

Based on fundamentals and forward potential here, W7L is clearly one of the most Undervalued & Oversold AIM shares trading today, sometimes markets provide rare opportunities, particularly for patient investors, DYOR!

W7L is undoubtedly one of the most Oversold & Undervalued QUALITY Shares trading on the LSE today, IMHO when doing the forward maths, please DYOR!

"UK Retail Sales Soar to Fastest Growth in 20 Months"

https://www.bloomberg.com/news/articles/2026-02-20/uk-retail-sales-begin-2025-with-fastest-growth-in-20-months

"U.K. retail sales surged in January; growing 4.5% on monthly basis"

Investing.com - U.K. retail sales surged in January, eclipsing the previous month’s hefty jump, suggesting consumers retained a degree of confidence into the new year.

On a monthly basis, retail sales gained 1.8% last month, compared with December’s 0.4% jump, according to data released by the Office of National Statistics data earlier Friday.

Sales rose by 4.5% on an annual basis, having risen by 1.9% the prior month, revised down from the earlier announcement of 2.5% annual growth.

Economists had predicted that retail sales, which mostly reflect goods and are not adjusted for inflation, would rise 0.2% on the month, and by 2.8% on an annual basis.

The sharp increase in retail sales at the end of last year had been unexpected, and was driven by strong online performance, and followed the Autumn budget by Chancellor Rachel Reeves, ending uncertainty over the extent of tax rises needed to fund higher public spending.

The Bank of England maintained its benchmark interest rate at 3.75% earlier this month, but the tight 5-4 vote by the Monetary Policy Committee to do so, coupled with a cooling in inflation and subdued economic growth points to another interest rate cut in March.

Https://www.express.co.uk/news/uk/2172370/barry-m-makeup-administration-rescue

Noteworthy article on Warpaint London just out in Seeking Alpha today:

https://seekingalpha.com/article/4868545-warpaint-london-growth-story-with-a-strong-dividend

Https://www.bbc.com/news/articles/c98q50gd2vmo

Finally! Excellent Update & Very Strong Acquisition, Upward and Onwards from these unrealistic levels!

23 jan 2026

"warpaint london - poised for a fresh look"

https://*********************/companies/uk/medical-equipment-services/warpaint-london-plc/research/cavendish/warpaint-london-poised-for-a-fresh-look/129_b36e71a2-734a-4356-acdd-7c756bc5d799

Going by this year's calendar, we should get a trading update here by early Feb with full results in April followed by the AGM (including an AGM statement) in June; W7L SP has potential to more than double from these incredibly cheap levels withing next ~6 months IMHO, DYOR.

Nothing has changed fundamentally here: no RNS, no downgrade, no news from the company. Just broader market softness and a few very low-volume trades driving the tapes.

These kinds of prints happen when market makers widen spreads and test the book on low-liquidity mornings. A couple of small sells can drag the quote down temporarily, especially on extremely low volume days which we've constantly had.

• We’re heading into:

– Dividend payment this week

– Budget catalyst (26 Nov)

– Christmas trading period

– January trading update

All the real price-moving events are still ahead of us.

Recent dips simply reflects market conditions + ultra low liquidity, not any shift in the W7L story.

Looking at every fundamental and technical metric, W7L remains one of the most oversold and undervalued quality names on AIM right now.

• Debt-free, cash-rich, consistent cash generation.

• High Yield Dividends – you’re paid to wait.

• Recent heavy-volume sessions likely cleared any institutional overhang.

• Macro tailwinds strengthening – tariff easing + UK import-duty reform = cost and competitive advantages.

The rally hasn’t even truly started yet — all signs point to smart-money accumulation while forming a solid base.

If sentiment and earnings normalise into 2026, the upside could be dramatic from here.

Tighten your seatbelts — this could be the early stage of a major re-rating. 💥

Risk/reward looks exceptional, DYOR.

It's been extremely low volume trading during past few trading days with the SP easily vulnerable here, moment real volume returns, we'll likely see a very sharp directional move upward, ex-dividend date and payment days are both in November!