Innovaderma Share Discussion Threads

[englishlongbow] 05/6/2017 09:08

Mad foetis, Prolong and Leimo both have clinical validation. Headmaster is expected to get FDA approval in mid 2017. I think the life sciences side could be very big in itself.

[kemche] 05/6/2017 09:08

Che7, It's called "My success in the markets by writing books on the market" by H Indsight.

[che7win] 05/6/2017 09:05

SDI and now SOM growth stocks sold off over in-line trading statements.Growth stocks have been the hot sector attracting money, seems too hot recently going by recent reactions.

[che7win] 05/6/2017 08:58

Boffster, Wise words, it's easy to find a trade to make money on, impossible to time things to perfection - leave some for the next man.Also, if you are in a den full of rampers, you know they want to squeeze a few extra percent before exiting.What is the full name of the book please?

[top tips] 05/6/2017 08:56

Topped up again. This is a grower.

[mad foetus] 05/6/2017 08:55

Boffster,I think current thinking on markets is that most trades as 50/50, though if you are very good, you can have a 60/40 success rate. The difference between those who make money and those who don't is that the winners sell their losers and run their winners.Basically, if you list your trades and have a lot of small losers and a few big winners you are doing it right. Lots of small winners and a few big losers and you've got it wrong. Nothing wrong with making a small profit of course, but you have to run your winners.

[che7win] 05/6/2017 08:53

Mad, The competition are very swift, look at Fake Bake. These products tend to come and go very quickly.Some have been suckered in by fanciful valuations, I wonder how steadfast the Bulls will be when the inevitable fall happens. And this one falls much faster than it rises...very illiquid.

[boffster] 05/6/2017 08:51

Before I'd had success on the markets I knew a chap who had a friend who'd made his money on the markets, and asked on how he'd done it, he said he'd sold too soon. Its a very true statement that it's mentally easier to sell out a stock that's going up than one that has peaked, as in the latter you'll want to get back to what you 'could have had'. I also have a book called 'Wiped out'. get a copy if you can. One of the take-home messages in that is that its impossible to make absolutely perfect calls and if you kick yourself for not doing so you will drive yourself insane, again, very true.

Your post made me chuckle. Its funny how one's position on a stock can alter one's sentiment. I always like to ask myself, when in a stock, if I wasn't in it already then would I buy now?

[che7win] 05/6/2017 08:49

Kem, They use snake oil for tan lotion, that news to me!

[mad foetus] 05/6/2017 08:49

Isn't FEVR the template that you don't need to be cutting edge or have any unique IP? OK, FEVR anticipated the rise in gin and the gap in the market for a quality mixer and it is only recently that competition has emerged. IDP is a different beast, but both are in sectors dominated by huge, slow moving multinationals. IDP have found multiple ways to market (just as FEVR found in the early days trendy restaurants and pubs, then off licenses and Waitrose, then everywhere). The game here is about synergy and social media. Make a buzz about ST, use the database to market Stevie K, use the success of ST at Superdrug to get it into Boots, add hair products at Superdrug...until at some point one of the big boys decides it is easier to buy you out.

[kemche] 05/6/2017 08:43

Boff -

I too, having sold out, am all of a sudden finding the whole company rather snake oily and run of the mill. Not cutting edge enough for me. It was though, when I was invested. But no more.

Just to make sure that I am totally, 100% transparent.

But if it does fall back though, then I reserve my right to find it very cutting edgy.

Just so that we are all clear!

[englishlongbow] 05/6/2017 08:37

Basically if you buy £10k IDP shares now they could be worth £200k or more when the company is taken over. That is really the proposition here.

[boffster] 05/6/2017 08:34

Having definitely sold too soon I'm sitting on the sidelines watching to see how far this runs. At risk of being accused of 'de-ramping' I've got to say some of the bullish comments now being made on here are totally outrageous imo. I'm not going to tell you to sell, but its worth bearing in mind that IDP does not have any revolutionary, cutting-edge products, its selling pretty run of the mill stuff, some of which rather snake oily, into difficult markets, albeit seems to be doing it well. Take care, is all I want to say.

[mad foetus] 05/6/2017 08:31

Could be a nice chance for a top up this week before the inevitable next leg up.

[hottingup] 05/6/2017 08:11

I think you mean 20x the current level and I agree with your analysis.

[boonboon] 05/6/2017 08:11

I don't disagree with the end result just the timescales. W7L has been established for 15 years. Stevie K for just one.

[englishlongbow] 05/6/2017 08:07

HC's objective is for a trade takeover above £1 billion which is more than 40x the current level. I am 100% confident he will deliver.

[englishlongbow] 05/6/2017 08:04

Because it's an easily scalable business. Again you are over thinking. Look at W7L which is already almost £200m.

[boonboon] 05/6/2017 07:58

Englishlongbow, I don't disagree. And I don't see no reason why they can't get to a £2 million a month run rate by the end of the next financial year. I'm just not sure they'll get to £25million next year.

[englishlongbow] 05/6/2017 07:51

Boom boom you are over thinking things. From last week's interview with HC it is obvious he is building up IDP for a £1 billion takeover which is more than 20x the current level. His track record recently has been superb and we are in growth market areas so there is every expectation of delivering.

[boonboon] 05/6/2017 07:47

It depends whether they want to get into production though. That requires a completely different skill set. Innovaderma aren't a manufacturing business, they're basically a marketing business. BTW I also hold CRL, I just don't necessarily believe it will be a good fit.

[croasdalelfc] 05/6/2017 07:43

A buyout of CRL would imo be good for IDP.CRL is undervalued at £14m market cap. £20m would take them out and add immediate £1.5m or more to earnings. CRL - manufacture cosmetics so ST Stevie K the hair care range could be manufactured in house adding to margin etc Just Monday morning musings but check CRL for a low PE good growth company - there is a recent presentation on piworld

[boonboon] 05/6/2017 07:40

Englishlongbow, You can't assume every one is going to be as successful as SkinnyTan though. They're lucky they can use skinny tan to get leverage with retailers for their other brands. And use their 200,000 direct customers to cross promote.