Innovaderma Share Discussion Threads

[che7win] 13/6/2017 09:31

As long as it's not a double top.

[teddy boy1] 13/6/2017 09:29

Nothing to do with pricing in disappointment! What are you on?

This share fall is so predictable. I could have written the script myself

The mm,s are so desperately short of shares this is the only thing they can do .A bit of serious tree shaking,and though and behold they end up with lots of shares from those "weak" shareholders who fall for it every time .Don,t let yourself be one of them!

However, apart from holding on to your shares for dear life there isn,t a lot you can do to "correct" the price in the shorter term However, when heavy buying demand such as this is present juctice will win out in the end and the share will find its "true" level.

In the meantime ,keep boring everyone you meet about the merits of SKINNY TAN> This will have a REAL effect on the share price in the months to come.

A STORY IN THE MAKING ( I wish I had thought of that - but very apt!")

[boonboon] 13/6/2017 09:25

The future potential is what this is all about. When pz cussons bought St tropez it was turning over £20.7 million and generating ebitda of £7.4 million. Which goes to show the margins that can be achieved. Depending on the timing of a potential Boots UK and/or US deal I could see us turning over that sum in just SkinnyTan. If not next financial year the financial year after that. After all we are far outselling St tropez at Superdrug.

[croasdalelfc] 13/6/2017 07:39

Sales over the weekend on SD.com averaged 375 a day which isn't spectacular but still well exceeds the average for April and May.The approx average for the whole of a June is 400 a day

[croasdalelfc] 13/6/2017 07:37

A new video is on FB promoting the limited edition rose Gold Tanner - viewed 13k times since 8pm - My bet is it will get 150k+ views in a few days.It's a pity the Superdrug website is down for maintenance:( let's hope it's just a few hours

[jam4u2] 13/6/2017 00:18

Jovi, I think you are setting yourself up for disappointment then. Plus I would re-check your logic.

This IS a top, top company and WILL see £10+ within next 12 months if not in this calendar year IMO. BUT, 1.2 mill profit is simply 'out there'. 11m revs is ambitious to say the least but would be very welcome from me.

If anything, you have set yourself up for disappointment, whereas I have set myself up for upside.... in either case it matters not to me as I am in for long haul. I do think current share price is fair value for £8m revs though.

Folks beware the traders looking to ramp the share price up looking for an exit, and also possibly shorters looking to de-ramp also looking for an exit.

Bottom line, in time this is going to smash it. Peace!

IDP - a story in the making!

[kemche] 12/6/2017 23:02

Oh come come now Che7win, you are being far too modest, because it is actually you who has raised the intellectual bar on this BB. That is my belief anyway - and I don't care what anyone else thinks. I for one appreciate your analytical insight.

[doc robinson] 12/6/2017 22:58

Latest statement from the boss concludes with increasing confidence for the future.

[che7win] 12/6/2017 20:33

Jam, You elevated the intellect on this board, stay and educate them, you are needed mate.

[jovi1] 12/6/2017 19:42

Hi Jam and Remark
I sold the 2X10k and I know nothing but that give me a free carry
in terms of figure as we are all guessing
sales are likely to be north of 10 mill my reason to believe that is:
h1 sales where up125% and were expected to be up around 80% that is 45% above forecast
in the second half on 2 separate news the BOD declare "sales are substantially increase" this would indicate at very list 25% above the grow rate in H1 and we know sales are mostly in the 2nd half that should make 3.4mill X 150% increase in sales 2nd half would be 8.5 mil add 1st half 3.2 mil and I make 11.7 mil
on the 1st half 33% cost was on marketing I suspect this cost would probably pick at the end of the 1st to attract the sales in the second half in any case I would think that the marketing send in the second half would be the equal amount of the 1st half that in itself would make over 1 mil profit for the year
so on my calculation napkin
sale 11.5 mill at list
profit 1,2 mil
excuse my english

[teddy boy1] 12/6/2017 18:15

Jam4u2- We NEED you here on this board ! Can,t you post on this one as well as LSE?

[jam4u2] 12/6/2017 16:55

I have stated I dont expect to see profit at more than £500k (more like 400k) for the year, if you take out one-off costs then possibly £700k as per the broker note.

There is NO placing. Period.

I expect to see very strong cash flow and balance sheet.

Most importantly, I expect to see very strong forward looking prospects.

How much exactly will be included in the Pre-close update is anyone's guess, but they may not include any numbers whatsoever.

Medium to Longer term, it has very solid prospects as far as I am concerned and if you are in for the longer term then it is no issue. The BIG factor for IDP is the value of its brands - which for me includes its high street, and top name online presence. This stands IDP out from even comparable companies.

Also, its DTC platform is nothing short of 'best in class' when it comes to cash flow. What business do you know that receives the cash, within hours of when an order is received and in most cases before they have even picked the order up, let alone sent the item(s). Another reason why this is a solid and very clever put together business!

Right, I am going back to LSE for a bit now.

IDP - a story in the making!

[teddy boy1] 12/6/2017 16:17

I would not mind betting that the two £38000 sells are actually BUYS!

I have learned not to trust MM,s .They are a devious race!

[teddy boy1] 12/6/2017 15:31

Jam4u2- You seem to know what you are talking about. I would rather listen to you than some of the un-informed idiots on here (not everyone!)

[jam4u2] 12/6/2017 15:28

remark, no that's what you would be saying.

[jam4u2] 12/6/2017 15:08

Right, I can pretty much confirm there is NO placing at all (at least nothing planned at the moment) let alone at £2.65.

Re the numbers what I said is about right - and given they dont need to raise, I may even lower my NP numbers to allow for teh re-investmnet in the new products which is a good strong thing. Bring it on!

IDP - a story in the making!