LON:W7L
Warpaint London PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
177.83p
Buy <=wait / entry
180.00p
Trim >=take some off
230.00p
Thesis breakThe investment thesis would be invalidated by a combination of (i) Ward & Hagon ...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 32% | 100 / 100 | 32.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 19% | 10 / 100 | 1.9 |
| Weighted conviction | 64 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Renewed contract with Ward & Hagon
- Expanded partnership with Dirk Rossmann across 2,200 stores and new Ulta Beauty collection
- Acquired Barry M Ltd for GBP 1.4 million