Innovaderma Share Discussion Threads

[the patient investor] 12/6/2017 08:28

And 4quid it is
Easy prediction
Early retire-ment(al) material

[doc robinson] 12/6/2017 08:20

Very strong start big squeeze !

[kemche] 12/6/2017 08:20

I demand that Che7win, NY Boy and Cosmo keep posting!

:)

[mad foetus] 12/6/2017 08:15

Well, have we seen the last ever purchase for under £4?

[croasdalelfc] 12/6/2017 08:07

jams numbers are reasonable if you think that each record month just beats the last one i.e.800k825k850k etc gives £5.1m or his median estimate .But I think that Each month they have beat the previous month substantially.Why?The seasonality of fake tanning will naturally advance sales as summer approachesMy research shows that SD.com sales are 150-200% up on January.The confidence of management - such as the interviews but also by them announcing record sales figures the day after the month closes when not all revenue would be visible.And of course record numbers of sales channels and products for sale

[croasdalelfc] 12/6/2017 08:00

SE I think they went from 80 to 90% and stated it in the interims

[stimulationengineer] 12/6/2017 07:53

Somewhere in my old head is a feeling that IDP bought another 5% of ST to own 95%. Too early in the day to look for it though. My nerve ends seem to drift apart during the night and take a couple of hours to knit back together.

[boonboon] 12/6/2017 07:51

Che7win, I've got a substantial holding and my personal take is this years profits aren't that important to me. Obviously I'd like them to be as high as possible. However when they announce the results in October I'd rather they announce £0.4 million, but a current monthly turnover of rate of £2 million due to successful launches of Stevie K, shampoo, prolong etc. Than profits of £1million but a current turnover rate of only £1million as the launches haven't gone as expected. I expect the turnover figure will be somewhere in the middle.

[che7win] 12/6/2017 07:41

It makes all the difference, P/E at around 80 is way too stretched.Jam is sensible, he is one of the few that actually looks at raw numbers at knows the company isn't cash flow positive H1 and losses increased.

[boonboon] 12/6/2017 07:36

JAM4U2 FWIW the broker forecast is for pre tax profits of £0.7million on sales of £6.95million. I believe this forecast included a provision for the exceptional costs. So I believe your pre-tax forecast is on the low side. I agree with croass that they could reach £1million. Having said that £0.4 or £1 million doesn't make much difference in the grand scheme of things. Except to short term sentiment. It's what they can do going forward and what their run rate is at the time of results will be important. I'm also curious about the cash flow as that could be an issue with more deals with retailers and etailers.

[croasdalelfc] 12/6/2017 07:32

Post 5742 should read £9m to £10m upside

[the patient investor] 12/6/2017 07:19

4£ on the cards TODAY

[croasdalelfc] 12/6/2017 07:15

Jam4u2 - your revenue figures of £8m to £8.5m seem a bit low .H1 was £3.2m so that's £4.8 to £5.3m in H2Or about £800k to £880k a month. If they have been setting record sales figures more or less every month since Jan and the previous record was £790k in May 16 then surely your figures are a tad conservative even taking into account that IDP only own 90% of ST.FWIW my figures are £10m to £10m upside.Nice to have another reasoned voice on the board

[ny boy] 11/6/2017 23:34

emarkomsoc11 Jun '17 - 18:32 - 5727 of 5737 1 0
Is a ramping gang operating here?
Enticing the unwary with figures most fanciful.

We can only speculate!
Shocking.



Yep, there are becoming more obvious & desperate now, as they look for any mugs left ready to buy their shares.

265p price target, fund raising around this level too.

[teddy boy1] 11/6/2017 23:08

Welcome Jam4U2

Good point about NET PROFITS and I am pleased that you are in agreement about this company,s potential!