Quoted Micro 16th Feburary 2026 - #MOY #PXC #AFRN #AJAX #BWAP #CEPS #CORA #DGT #EDGE #EOP #ETHL #FARN #FMET #IGR #KR1 #LFT #LUCE #MARU #MCAP #NYCE #PALM #PINE #SDG #SDI #SNOX #SRVL #SWC #THRV #TPX #UNX #VLRM #W7L #WSBN #WWW #WYN #ZIOC
www.branduk.net/quoted-micro...
Sold #W7L - Will keep in WL as like the company!
#W7L Cavendish leave FY26 estimates unchanged, news already priced in, reiterates Buy with 400p TP
$elf trading on 3.2 x sales
#W7L trading on 1.54 x sales
$elf trading on 23.5 x EV / EBITDA
#W7L trading on 5.94 x EV / EBITDA
$elf trading on price to book of 4.17
#W7L trading on price to book of 2.2
Relieved by the #W7L Update. Barry M acquisition looks excellent and cash balance increased substantially despite large dividends. Consumer environment is tough so resilience in this environment is to be expected!
#W7L Warpaint London acquires Barry M Brand and issues FY25 trading update
$W7L
bsky.app/profile/trad...
#W7L Shore Capital leave FY26 expectations unchanged given Barry M acquisition and will review after results in April. FY25 EPS lowered 14% to 17p.
UK companies in the news today:
#AREC #AURR #CHLL #CNA #DEVO #NWG #PLUS #PRV #PXC #SOLG #SSIT #STX #VOD #W7L #WYN
Head to Sharesify.com for news, views, analysis and more.
#W7L FY TU. Looks to be a miss expectations on Revenue and Adj. EBITDA. due to impacts from Bodycare, tariff uncertainty and consumer environment despite roll outs. Acquires Barry M for. £1.4m from the increased net cash balance. Expects to return to organic growth in FY26.
Bought more #W7L - Building slowly - #BMY - Trading ahead statement in October so looking at this one.
Wow walloped in #PAY and #PTAL sold both bad month at least #CPI is on the move!
Bought #TBTG and #W7L and long term #DGE for a long term view
🔥 #TWINPETESINVESTING Podcast 167: Small cap stocks with winning potential, #MARS #RNK #SOM #W7L #SPSY #FXPO #PBEE #Budget2025, #ShareScope 30% OFF #BLACKFRIDAY OFFER🔥Investing & more
youtu.be/Ly6v1OtPyKA?si=yZGwNc8K_Hs27LkV
open.spotify.com/episode/2bDXvcONvzhZwY4fICzA9o?si=wmViTfn3Sl2eahzymWdtGw
I have contacted the company over this matter , will be interesting to see if they reply & if they do how they justify it. #W7L
Quoted Micro 15 September 2025 - #NXQ #AAI #AGL #ART #BELL #CAU #CNC #DFCH #DLE #EOP #FIN #FMET #FSJ #GMR #HRC #LIKE #LORD #LUCE #MARU #MBT #MCH #MDH #MUSH #NYCE #NYR #ORM #PBX #PPHC #PSY #ROQ #SHNJ #SLP #SNOX #SOM #SWC #TPFG #W7L
t.co/IG0xRNhF4h
Going Against My Rules I've Decided to Hold This Underperformer
audioboom.com/posts/877577...
Company’s Mentioned
BANGO #BGO
BRAVE BISON #BBSN
DISTRIBUTION FINANCE CAPITAL #DFCH
WARPAINT LONDON #W7L
Warpaint #W7L
Share Price 225p (-21%)
A premium valuation lost as a growth share.
Suspect #W7L will travel around a roundabout repeatedly but going nowhere.
Possibly safer to value #W7L as a dividend yield share.
Reality may take another half-year to absorb.
SP likely range-bound from here.
Next Wednesday Warpaint London #W7L release their interim results.
I have written a short article on them - which contains a pleasant surprise:
You can access the PDF at the link below:
www.sharepickers.com/wp-content/u...
Can you put lipstick on a pig?
audioboom.com/posts/876659...
Company’s Covered Today:
Revolution Beauty #REVB
Warpaint London #W7L
GET 25% OFF THE SHAREPICKERS INVESTMENT CLUB - OFFER ENDS IN 8 DAYS!
#W7L - AGM TU
A bit of a mixed update:
➡️Overall, "The board therefore remains confident that the Group will meet market expectations for FY25".
➡️But a very heavily weighted 2H is guided.
➡️Once Brand Architekts adj for, YTD lfl Rev flat.
➡️Significantly higher margins achieved.
➡️Strong cash balance.
Brand Comms Highlights #Newsletter May 2025:
✅ #FCM #KDNC #HREE #MDH #BRES #AYM #ECR #VVV #GRX #URU #SVML #SCSP #4DM
✅ StockBox Research Talks May 5th, 12th, 18th & 25th #GSCU #BBSN #ECR #W7L #MOG #BRES #DKL #EGT #GROC #BGD #KING #MDH #URU #COIN #SWC & #POLB
Read: mailchi.mp/branduk/bran...
Novus Comms May 2025 #newsletter covering
StockBox Media Research Talks May 5th | May 12th | May 18th & May 25th covering #GSCU #BBSN #ECR #W7L #MOG #BRES #DKL #EGT #GROC #BGD #KING #MDH #URU #COIN #SWC & #POLB
Plus announcements from #EGT #POLB #TSP #HVO
read: mailchi.mp/branduk/novu...
Thanks Ken, #W7L is also an ex-holding of mine but it feels like growth has stalled, certainly the rapid growth we saw a year or two back.
Great write-up as usual Simon and thanks for sharing the Potential Multi-baggers 😎. I own #ALU & #W7L is an ex-holding I may revisit. #GFRD came up on one of my screeners recently so it's on my Watchlist although I'm overweight in the sector.
On today's StockBox #podcast, myself & Daniel Flynn discuss:
✅ Great Southern Copper #GSCU
✅ Brave Bison #BBSN
✅ ECR Minerals #ECR
✅ #WarpaintLondon #W7L
with Mark Fairbairn
#copper #chile #media #marketing #gold #australia #mining #cosmetics #investing
Watch or listen: youtu.be/zRTdu4y0JJ0
#W7L FY Results
✅Group sales +13% to £101.6m
✅EU revenue +22% to £54.7m
✅UK revenue +8% to £35m
✅US revenue +19% to £8.7m
✅Gross profit margin increased to 41.2%
✅EBITDA +16% to £24.2m
✅Adj. PBT* + 33% to £24.6m
✅EPS +29% to 23.5p
✅ #Dividends 7.5p Vs 6p
📸via @entrusttmf.bsky.social
My portfolio is up 0.9% this week & down 8.9% Cal YTD
14📈, 11📉 & 2 unchanged. Trades: N/A
Investors who ignored the #CCC.L Jan TU now react positively to the same news 2 months later. #W7L recovers poise. I liked the #NXQ.L mgmt update this week, while #PEB.L nears top-up territory
Good w/e all!🏃♂️