Innovaderma Share Discussion Threads

[ny boy] 06/3/2017 08:23

Failed at 165p, it's why I am not a buyer until it has cleared this level for a few weeks

[nw99] 06/3/2017 08:19

Yes most of tanning products sold in the spring as people get their tans built up for the summer holidays

[andyr42] 06/3/2017 08:13

Will get spectacular as we move into spring/summer

[croasdalelfc] 06/3/2017 08:10

Adding about 1500 a week so good but not spectacular growth

[csmwssk12hu] 06/3/2017 08:10

Testing 165 now, clears that we should retest 280 imho dyor

[croasdalelfc] 06/3/2017 08:10

It's 214k on FB

[nw99] 06/3/2017 08:08

Yes huge growth rates

[csmwssk12hu] 06/3/2017 08:07

Wow only about among ago that crossed 200.000 on fb

[nw99] 06/3/2017 06:36

Most of the recent sales are on line selling out very quickly due to social media .

[mustau] 06/3/2017 06:35

Majority of shoppers on oxford street are tourist, they don't come to the uk to buy ST!

[csmwssk12hu] 06/3/2017 01:04

Wtf you go Oxford street to buy fake tan really?

[ny boy] 05/3/2017 23:49

Went into superdrug Oxford Street, entered excited to see a run on ST which was mixed in on either side with Cheaper rivals, SK all full stocked, was expecting to see empty shelves, staff said it's not moving that quick and many shoppers go for cheaper rivals, so not a great report, just one store but a big one West End branch, I left somewhat disappointed. Not convinced about up take in sales, it is pretty expensive, unless being discounted.

More due diligence needed, is it being stocked in Harrords, Selfridges, John Lewis etc, the price entry level seems expensive for Superdrug?

[drradcliffe] 05/3/2017 12:12

I don't know why people don't just subscribe to SCSW. It doesn't cost much - and the tips more often than not make money. They are also covering SSP Group, WANdisco, Scientific Digital Imaging, Smart Metering Systems, On the Beach, Dunelm, Treatt, 32Red and Derriston this month.

[doc robinson] 05/3/2017 11:51

If Feb has been another record month could get a update shortly.

[luminoso] 04/3/2017 20:24

Good post, kemche. Anyone know when we expect another trading statement - early April ?

[nw99] 04/3/2017 19:50

It's a very long bullish article sorry we want to add before you those that don't subscribe will have to wait

[carlo sartori] 04/3/2017 18:26

Can anyone give a synopsis if what was said in Sharewatch please?

[croasdalelfc] 04/3/2017 17:42

Good points KemBy the way the previous highest monthly sales of ST was £790,000 in May 16.So Jan 17 probably took £800k in a traditional slack month for sales. I'm hoping they maintain £800k for the next 5 months which would give £4.8m for the half materially ahead of expectations.

[1birddog] 04/3/2017 16:28

Good points kemche

We also know
Outlook

The Company has delivered a strong start to the second half of the year, with January 2017 achieving the highest monthly revenue ever recorded.




If they say they are trading ahead, then the share price will hit 400p i believe

I feel one could invest £15,000 here and have £40,000 by Christmas if it does what is expected imho, dyor

[kemche] 04/3/2017 15:31

As I have said before, the projected T/O figures, and therefore net profits for the year look too light.

They are "expecting" to T/O £6.9m for the year. They had a turnover of £3.2m in the first half - a period in which the US product was launched only in November (and so contributed barely a month and a half to two months). We must also factor in the fact that supply was constrained by the move to manufacture the product in the UK. We also know that the first half of the year is the lighter of the two halves as we were told "This, together with the seasonality of the business being second-half weighted, means the Board is confident of delivering a robust second half of the year."

Robust second half you say? How robust exactly? Well if January is anything to go by then the answer can only be "bloody"! As they say "with January 2017 delivering the highest monthly revenue ever recorded." If that is any indication as to how the second half is unfolding then I think it fair to assume that they would be doing rather more than £3.7m to meet their expectations of £6.9m for the whole year.

Let us also take into account the excellent research provided by Croas on the BB and take a conservative view that they are indeed doing £20k per day across the various websites, then that implies that they could conceivably turnover £3.7m in six months JUST FROM the websites alone! Even if that figure looks toppy to some it at least gives a flavour of how successful their online strategy seems to be.

Add in sales from the physical stores and the projections begin to look a tad silly really.


All the above obviously from an untrained eye and I may well be barking up the wrong tree here. As always AIMHO and DYOR.

[croasdalelfc] 04/3/2017 15:17

Also about £1000 of Charles+Lee stock has sold from their website since Monday - two gift sets sold out from low stock numbers.They only 4-5 individual products for sale now but the stock is over £100k in value. I wonder if IDP bought the stock on top of the $50k Aus ????

[croasdalelfc] 04/3/2017 14:51

I asked ST how long the exclusivity agreement with SD was - how many years essentially.PR firm replied saying it was subject to confidentiality clauses .

[bookbroker] 04/3/2017 14:30

Few weeks ago I went into Superdrug in Keighley, bit of a hole that town, but forget that, nice architecture nonetheless, and Bronte country, staff complimented ST., they apply themselves, and remarked that it was the best seller, I know it is held in high regard, be nice if IDP. could get the supply issues correct, this is a good product, I can see the strong appeal! Met a guy a few years ago who owns Arena UK, equestrian centre outside Grantham on edge of A1, he made a fortune, millions, a few years back with fake tan, and bought the the premises!

[doc robinson] 04/3/2017 14:13

Can anyone advise on the article in sharewatch will its contents push the price higher Monday?