Innovaderma Share Discussion Threads

[andyr42] 17/1/2017 08:07

Someone being buying in 5000 chunks yesterday

[nw99] 17/1/2017 08:06

Added early could be a blue day

[honestcrook] 17/1/2017 07:57

But the deramping are still out on force aren't they.

[bookbroker] 17/1/2017 07:54

Very quiet here now, rampers very much confined to their kennels!

[boffster] 16/1/2017 23:43

There's been a run on rose tinted spectacles, all been bought by csmwssk12hu apparently!

[wholden] 16/1/2017 23:33

24 hours ago, most of us were ultra confident........now, back to reality with a bump & i guess for some, losses? luckily my avg is £1.30 so ok (at the mo )
From what i have read, the write ups from jouro's etc, they say the TU was excellent, but it show, they do not matter, and its the peeps in the square mile that decide our fate.
Roll on Feb till results
GLA LTH.

[csmwssk12hu] 16/1/2017 23:32

Main points profitable and in two to 3 years a £34m revenue company, in this sector valuations of 8 times revenue are not unusual that's £288m or 14 times today's price, patience my friends, those that bailed today may try to talk it down but long term these are heading for better things imho dyor

[csmwssk12hu] 16/1/2017 23:28

Piece from Rupert Hargreaves on yahoo finance today
After slumping 25% on H1 results, is Innovaderma plc a buy?
Growth
More
Shares in small-cap consumer goods company Innovaderma (LSE: IDP) slumped by as much as 25% in early deals this morning after the company reported what can only be described as an extremely impressive first-half trading statement.
Specifically, the company said that trading in the first half of its financial year was "encouraging" with revenue rising by 80% year-on-year in constant exchange rates. However, while the company seems pleased with its first-half performance, it looks as if the market was expecting much more from the group.
For the first half of Innovaderma's financial year, management believes revenue was £3m on a constant currency basis, which indicates that the group may miss City forecasts for the year. The City is currently expecting full-year revenue of £6.6m, so Innovaderma's second-half performance will have to pick up significantly to hit this target.
What's more, the trading update from the company today revealed that the group will book some exceptional one-off costs during its first half, which will weigh on profitability. Costs associated with listing the business on the Main Market of the London Stock Exchange, launching products in the US and moving production to the UK, will all hit full-year profits.
Still, the company has some wiggle room as analysts are expecting 48% year-on-year earnings per share growth. If sales for the full year come in marginally below expectations and one-off costs dent profits, on an adjusted basis, the group is still set to report healthy earnings growth. Analysts are currently expecting earnings per share of 4.9p for the year ending 31 June 2017.
Hard to value but on the right track
As an early-stage growth company, it's difficult to value Innovaderma without considering the company's prospects. Even though the company may miss its targets for this financial year, if the group can continue to grow sales at a rate of 80% year-on-year, within two to three years annual sales could be over £34m, 150% of the company's current market capitalisation.
So far, there's no reason to believe that the firm cannot hit this lofty target for growth. Over the past few months the company, which makes at-home treatments for hair loss, self-tanning and skin rejuvenation, has struggled to keep up with demand for its products. In mid-December, management had to ask shareholders for more cash to increase stock levels at a faster pace than expected to meet product demand -- an extremely positive development.
But like early-stage growth companies, Innovaderma will have growing pains, and the costs revealed today are just part and parcel of any business's growth trajectory. These costs may dent profitability in the short-term but they're already starting to pay off. The launch of products in the US has undoubtedly helped drive sales growth and by listing on the Main Market, Innovaderma should find it easier to raise capital and gain more trust from investors.
The bottom line
Overall, today's update may be disappointing in the short term, but it shows the company is on the right track and near-term costs should be easily offset by long-term sales growth.

[thelung] 16/1/2017 21:45

I've tried contacting PPC Ltd a few times since the start of the year and calls aren't returned, neither are emails or I get out of office. Door stepping them looks the only option so let us know how you get on please.

[ny boy] 16/1/2017 21:17

Best see what the papers have to say about these.

General markets look like they are primed for a sell off, so the next few weeks could prove interesting.

[bookbroker] 16/1/2017 21:01

Needs to test 150p again and hold!

[bookbroker] 16/1/2017 21:00

Superdrug was part of Li Ka-Shings empire, still is I believe, the other point is that it is simply not good enough to run out of stock, proves that their supply chain very poor, I would expect these to fall again tomorrow, normally no respite for a day or too, buyers will be sucked in and spat out!

[thelongandtheshortandthetall] 16/1/2017 19:57

Nice one luminoso.

Look forward to hearing what you see.

[luminoso] 16/1/2017 19:47

I'll be there or thereabouts in Feb, so I'll have a nosy then.

[thelongandtheshortandthetall] 16/1/2017 19:26

Pestige personal care ltd will be manufacturing Skinny Tan.
New factory is at
10 Howlet Way
Thetfor
Norfolk
IP24 1HZ

If anyone lives nearby go have a little nose about.

Cheers

[thelongandtheshortandthetall] 16/1/2017 19:15

Skinny tan mousse back to out of stock on soap.com. sold out over the weekend.

I might be wrong but i think they are choosing to focus their efforts on direct selling via the internet because they dont have enough stock. So if they have x product they might as well sell as much as possible at higher margins.
I might be wrong and this isnt meant to be an obvious ramp but are they limited by how much product they can supply. It'll be better once the uk manufacturer is up and running at full steam. If anyone lives near by to thd factory go and check it out and report back please.
Also ive just been looking into who owns superdrug. If anyones interested its A S Watson. Wiki says they are the largest health and beauty retailer in the world.

Good luck all

[btfd] 16/1/2017 17:03

quite a strong reaction , i think it's fair to say the market is anticipating cash needed. Rev is good but to crack US market their going to need more.

[arab3] 16/1/2017 16:29

NY BOY
nice to hear your latest buys
why did you not but matd edl or kod instead ?