Innovaderma Share Discussion Threads

[croasdalelfc] 15/6/2017 06:38

Jam - I could track each product but it's too time consuming . The 2 Body Glow products sell very well and even sell for above the retail price £12/13 on eBay.Tracking is simple - fill a virtual basket on say SD.com with a product - for instance tan and Tone Oil there are 1557 for sale now - then refresh the basket in a few hours and it will say how many are still for sale .The difficulty is doing it for all products on 3 websites - also they can restock a product at any time which doesn't show in the basket . I'm tracking £3m worth of product and the beauty is I can't overtrack the sales - in other words my figures will underestimate.Then I need to be careful not to extrapolate the figures too much.NB there are about 12 new and older special offers on ST.co.uk that I can't track which is why I think I track 80% of sales. On SD.com I can track all sales but miss a few when they restock - so 95%.Hope this makes sense

[jam4u2] 15/6/2017 04:00

Boon, A point very well made and I also agree.

I think Profit figures are shall we say a bit ambitious and thats putting it kindly.

I actually have sales at £8m at the bottom end and £8.5m at the top end . Anything over that and I will be very happy. Net Profit I see as around £400k allowing for the one-off costs in H1.

Croas, I take it your SD sales wont differentiate between ST and the new Bodyglow product?

Also, can I ask how you (can) track sales?

[croasdalelfc] 14/6/2017 22:36

Boon - I totally agree plus IDP only own 90% of skinny tanI would be surprised to see a small hit in gross margin as sales in Superdrug have taken off plus there are the lower margin etailers

[boonboon] 14/6/2017 22:24

I agree with the turnover projection, not sure about the profit level. It depends how much they've spent on marketing to get the customer Base. CROASDALE, a fantastic job on the sales figures. We've just got to remember that any sales by Superdrug don't accurately reflect the sales number to IDP as they will be selling to Superdrug at a lower level having said that I expect your projection for in store sales at Superdrug is on the conservative side.

[ihatemms] 14/6/2017 21:54

For the trading statement for the y/e June 17 on Monday I'm expecting sales between 9.5m to 10m and profit between 1.5m to 2m - both massively ahead of broker forecasts. That's my extrapolation based on info so far available. All imho, dyor.

[croasdalelfc] 14/6/2017 20:17

IDP are nominated for IPO of the year with awards next week I think - 22nd.Blue Prism nominated as well and Accrol

[kemche] 14/6/2017 19:26

croas, on a straight line basis, just from the two sources you mention, this would equate to circa £11.7m for 2018 FY. And that is without, Feelunique, Asos, C&L, SK, Leimo Boots, Shampoo etc etc. I suspect the current share price will be looking silly in 12 months' time. But it's only a suspicion mind!

:)

All IMHO etc

[doc robinson] 14/6/2017 18:33

Croas thanks for update should bounce as the week comes to a close tomorrow will be interesting!

[teddy boy1] 14/6/2017 18:16

Croas -How can anyone argue with these figures? A very bright future ahead for IDP and a very profitable one for us!

What is your take on the likely share price ,come Monday?

Other forum members seem to take you a bit more seriously than some of the other idiots on here(and with good reason!)

Looking forward to hearing your up-to-date thoughts on Mondays share price.

[sogoesit] 14/6/2017 17:48

Also, please remember that these indoor lotions will be used-up more quickly than outdoor lotions as they will cover the WHOLE body.
Obviously, incrementally more for those girls that have "brazilians".
All imv. DYOR, please, I've done mine.

[croasdalelfc] 14/6/2017 17:36

Facts and a bit of guesswork:24hr tracked sales on SD.com and ST.co.uk£4500+£14000NB. I reckon I track 70-80% of sales on ST.co.uk and 95% on SDSo likely total is about £21kThen add the sales from 800 stores @ 1000 *£12 and you get £33k in a day from DTC and SD.

[teddy boy1] 14/6/2017 16:51

how can anyone take 7JJJ7 seriously? He is not doing his case any good!

Smacks of desperation and IF he is shorting he will come VERY un -stuck!

PS Judging by some of the shares he has been involved in the past ,he has "loser" written all over him AVOID AT ALL COSTS!

[teddy boy1] 14/6/2017 16:37

I am in no doubt that the MM,s decided first thing this morning to take the share price down to 350P by the end of to-day.

How else are they going to get hold of enough stock to satisfy the HUGE demand to-morrow and Friday? There is nothing an MM hates more than to be short on stock as it is potential business that they are losing out on!(they are not bothered about the share price_ only about lining their own pockets)

However, absolutely nothing has changed today. The company WILL produce some outstanding sales figures which will bring it to the radar of the CITY.

This story is just beginning!Want to figure in Chapter 1?

[malcolmmm] 14/6/2017 16:30

J777J most probably shorting , no profile?

[bookbroker] 14/6/2017 16:29

What from two years ago, don't be ridiculous!

[malcolmmm] 14/6/2017 16:26

Have sent J777Js comments to the company. let them deal with it