Innovaderma Share Discussion Threads

[croasdalelfc] 17/2/2017 19:11

Did anyone notice in the interim state that they intend to launch a skin brightening range in 2017?https://www.google.co.uk/amp/www.independent.co.uk/extras/indybest/fashion-beauty/best-skin-brighteners-9856498.html%3Famp?client=safari

[opodio] 17/2/2017 16:20

tip this weekend in Mail or Telegraph?

[longshanks] 17/2/2017 16:04

£1.10 IMO

[ny boy] 17/2/2017 12:13

I think you will see a placing soon @120p

[qs99] 17/2/2017 08:14

hi CSM

HNT not for me mate, I cannot see a PR outfit improving margins such that it can justify its current EV/EBITDA level let alone increasing from here. DYOR etc. I prefer CLL as debt free after fund raising, focussed, yield, management delivering etc etc....that is my only play in that sector.

[larva] 17/2/2017 08:09

Shooting up

[csmwssk12hu] 16/2/2017 09:21

They go up and down all the time at these levels too cheap imho also while I'm here QS Have a read of HNT dyor

[nw99] 16/2/2017 08:24

Good read many thanks

[che7win] 15/2/2017 11:50

NY, If Susiebe knows information from the company that isn't known by the market that would be deemed to be insider information.Susie, did you sign a NDA?

[bennodean] 15/2/2017 11:32

They are in the Portfolio as of Feb 4th issue.

[kemche] 15/2/2017 11:28

"hasn't he backed W7L as the cosmetics sector choice ?"


I thought he declared that he held these personally. I may be wrong of course.

[ny boy] 15/2/2017 11:17

susiebe, obviously you can't post anything you hear from the Compsny as that would be considered inside information.

[bennodean] 15/2/2017 11:17

Is that likely.. hasn't he backed W7L as the cosmetics sector choice ?

The portfolio will have to raise funds... which one is he going to sell?

[essential] 15/2/2017 11:10

Could be a main write up next month - note scsw editor holds these and he has tipped as a 2017 nap. Would be good for them to go into the growth portfolio.

[susiebe] 15/2/2017 10:32

Anything I hear from the company I wont be putting on here.Too many posters with agendas despite what they say.Eg I dont deramp shares I dont hold so therefore I have a massive mistrust of the ones who do.

[ny boy] 15/2/2017 10:19

Views about a possible placing, only 700k left in the kitty, one would hope it will be at a higher price than the last placing, if so positive, if not not great. Let's see what happens?

[che7win] 15/2/2017 09:40

It's normal here, the company went initially from 87p all the way up to 387.5p intraday, then all the way back to 72p, then back up to 270p, now back down.

When I first bought at 75p, I was concerned at buying at a forward P/E of 15-20 as its high risk, then others jumped on board and we expected a great update.

I would be comfortable buying back at my previous average (P/E nearer 20), that is my risk adverse price, doesn't concern me if it doesn't reach that as other opportunities arise.

Takes guts not to buy when everyone is falling over themselves to have a slice regardless of price - some bought here at 170p last week.

Likewise, be contrarian and you'll do well, I first did that here as elsewhere - ignore bulls and bears and DYOR.

[connor23] 15/2/2017 09:19

Coming into the range where I might look to add. I had 140p in mind on results day. Looks like that opportunity will arise. Will it go lower? Quite possibly.

[ny boy] 15/2/2017 09:04

You get the feeling investors know a placing is coming, clearly showing in the share price action. I say they will raise more dosh @ around 120p

[che7win] 15/2/2017 07:51

I agree with Boffster, I think the company will do well to make £500-£600k net profit.I reckon the US customers may have the 120 day payment cycle they mention, perhaps that might be alleviated somewhat if the payment terms to the UK manufacturer are good (operating activities doesn't make this clear as employee costs included). Cashflow is crucial, is this a reason for delaying orders (to manage cash) or is it issues with production? Did you get answers Susiebe?Marketing expenditure has nearly tripled to over £1m, they clearly need to fund growth via marketing, would they like to have a bigger budget, look at the listing document to see what they really wanted to raise and why.The business is not cash flow positive yet, that's fine as its a young, growing enterprise. They need to be really careful that they don't expand product too much and overstretch themselves. Limo also has risk, maybe a distraction even. All IMHO.

[pasteymorris] 14/2/2017 23:22

I agree with that but feel with over a million of the gross going on marketing which i assume was higher due to US launch that figure looks smaller to me. A lot of teething problems and if's for sure but I don't think the value is far away at the moment and with a full year of ST and the US launch there is big potential. That's without any success from leimo which is another big if but a good one to have.

[boffster] 14/2/2017 22:56

Course it does. I think a £500k net profit this year would be a decent result, but at a mcap of £15m puts us on a P/E of 30.

[pasteymorris] 14/2/2017 22:42

I don't think the price has future success built in. 4.3m revenue and 2.4m gross profit and now has a full year ahead with biggest selling brand but mcap only 17m.