Innovaderma Share Discussion Threads

[ny boy] 14/3/2017 08:29

Where are the buyers, if these are supposed to be at bargain levels?

[nicksime] 13/3/2017 23:50

Sounds at least on a par with the £1-£2k figures you mentioned for SD the other week. Thanks.

[croasdalelfc] 13/3/2017 22:11

How about 600 items sold on SD.com since Thursday ;)About 150 a day which isn't bad as during Xmas run up it was 200 or so a day.

[croasdalelfc] 13/3/2017 16:38

I think they will license Leimo out once FDA approval is sorted.

[nicksime] 13/3/2017 15:09

I guess the market is waiting to see if the record sales in Jan are simply a one off.

The tracking Croasdale has done suggests not, and that repeat buyers ar returning via DTC.

Margins are around 60% here and so any uptick in revenue will drop nicely onto the bottom line.

All looks positive with ST being rolled out to the US and other territories and other brands being brought to market.

Then there is Leimo. Surely the current £15m M/Cap will be dwarfed if FDA approval is granted

[csmwssk12hu] 13/3/2017 13:04

Heading in to self tanning season, can't turn up white on the beaches

[ny boy] 13/3/2017 09:48

Sacred to buy at these levels, lemmings falling over each other above 200p.

[ny boy] 13/3/2017 09:00

Where are all the buyers, come on I expected better!

[croasdalelfc] 13/3/2017 07:48

Steviekcosmetics rebrand and relaunch under way.The website is offline for the next few weeks - then I guess we will see a new product launches

[bookbroker] 11/3/2017 15:48

Leimo has not been approved,as off yet, I'm led to believe1

[bookbroker] 11/3/2017 11:09

Branding will be different for each country, their perception of a specific product is undeniably unique to each consumer!

[connor23] 11/3/2017 10:49

Totally agree about the packaging Cros. Guess quicker to shift it in the UK! Good to see the Spanish site up and running. I was surprised to see the second highest traffic to the UK website by country was Argentina, so perhaps this site will attract some Latin American interest. Never really considered that market for ST to be honest.

[ny boy] 11/3/2017 10:37

Waiting for The White House, sorry The Trump House to put in bulk orders of ST before buying these at 165p

[croasdalelfc] 11/3/2017 08:00

Lol!! I thought that IDP would sell off the old stock on the Aussie and US websites and then relaunch like the UK site.Is this what is happened by here?hTTps://www.skinnytan.co.uk/products/copy-of-mousse-dark-australian-packaging-flash-sale

[croasdalelfc] 11/3/2017 07:54

New Spanish website and the stock has new branding:hTTps://www.skinnytan.es/

[macenas] 10/3/2017 18:46

Crikey - there is a lot of panic over micro term moves. There was only £200k of shares traded today so that just tells you how illiquid/volatile the share is and how MM will react in filling both buy and sell orders.
Second guessing price moves is not a terribly good strategy imo. Today's move is not out of the ordinary for this share in the slightest.
Working on company information, they have cash in bank and good cash flow/ cash conversion so doesn't seem a need to do a panicked placing. They might wish to raise more money because they can accelerate growth but that might be a good thing rather than bad. Trading was strong only a month ago and US hasn't had chance to do anything yet so that's hardly an issue either way. The fact that a bunch of products have sold out is both good and bad. I raised it in the office today with 2 women. Neither had heard of ST but one will definitely buy the product and the other one might. That tells me that the brand is nowhere near saturated and the product is appealing to its demographic.

The best one can do imo is work out how you think the fundamentals apply going forward and what the risks are that could derail the best laid of plans....then ignore intra-day moves and change your thesis as the facts change and not on some random walk share price move.