Innovaderma Share Discussion Threads

[ny boy] 08/12/2016 12:24

An illiquid stock, so only needs small number of trades to move the share price +/- I think buyers will come in at these levels and just tuck away for a few years.

[flashheart] 08/12/2016 12:23

As a fellow 'Terner', go for it Siddle.

[che7win] 08/12/2016 12:22

It's next year P/E and the following year I'm interested in - its only turning profitable.

Forward P/E must be very low.

[sigora] 08/12/2016 12:21

thnx m8 with the growth there achieving that will come down to single digits soon

[qs99] 08/12/2016 12:20

and looks like it is attracting buyers again at these levels IMO

[qs99] 08/12/2016 12:20

er that was last year....to June 16, so forward looking is what is required, any broker notes out there? but given growth potential, plans etc, the next update, hopefully at AGM will give us all more of a steer...gla...would be good for IDP to get some broker notes more widely known!

[ny boy] 08/12/2016 12:17

Sigora... according to HL the PE is 39.14

[siddle] 08/12/2016 12:16

I'm beginning to warm towards these myself...

[sigora] 08/12/2016 12:13

the more you read more you think of asos

[sigora] 08/12/2016 12:12

thankyou that is very very impressive Europe and north Americas contribution is going to blow this in to next level

[hottingup] 08/12/2016 12:05

sigora if you want an idea of how revenues will build:

hxxp://www.innovaderma.com/innovaderma-signs-a-hoa-for-high-value-distribution-deal-for-south-east-asian-markets/

28/1/2016
Innovaderma signs a Heads of Agreement for High Value Distribution Deal for South East Asian Markets

"InnovaDerma™ has secured a significant distribution agreement to market and distribute its complete range of products into south-east Asia and Russia. The Heads of Agreement (HoA) signed between PROS International Company Ltd of Korea and InnovaDerma PLC in Sydney Australia provides exclusive distribution rights for InnovaDerma products for the territory that includes South Korea, Japan, China and Russia.

The HoA signed in Sydney between the two parties stipulates the distributor committing to purchase InnovaDerma’s existing and new products with a minimum revenue commitment by the distributor towards InnovaDerma™ of US $3.8m during 2016 increasing to US $10m in 2017 and US $20m in 2018. As part of the distribution deal, InnovaDerma™ will be appointing a GM for S E Asian region on an immediate basis to assist PROS in a full time capacity to monetise the relationship and to help the distributor secure early wins for both companies.

PROS international Company Ltd has been operating for over 15 years in South Korea with extensive distribution networks and relationships in retail distribution throughout the territory. Mr Han Kyo Lee, Managing Director of PROS International commented, “We have known InnovaDerma™ since the company started its operations, back in 2013 and have worked with Haris and his team very closely over the last few years, initially in the role of manufacturer and subsequently as a supplier and a trusted business partner. We have witnessed the rapid growth of InnovaDerma™ and with our decades of experience in the markets of South East Asia and Russia, our distribution network, market knowledge and a host of distribution opportunities already in progress, we believe we will get significant results in our territory and look forward to immediately getting to work”."


So revenues from PROS to IDP of:
$3.8m for 2016
$10m for 2017
$20m for 2018

And that is just for the territories of South Korea, Japan, China and Russia.

Imagine the same again for Europe and again for North America, and something for Australia, New Zeland and South Africa.

Could be $25m - $30m revenues for 2017 and $50m - $60m for 2018.

And profit margins are very high.

Heading for a market capitalisation of several hundred million.

[sigora] 08/12/2016 11:55

hence next trading update and one after it, then we can workout how stellar the growth is going to be here

[che7win] 08/12/2016 11:52

By the way,
I think the brand is becoming extremely valuable, the marketing here is quite slick imho.

[che7win] 08/12/2016 11:45

sigora,
I don't think anyone can with confidence. I think £2.5m profits are conservative for next year (could be much more)? Only a guess, any figure including brokers would be a guess.

Multi-bagger potential, hence right now I expect these should be at £2 minimum ahead of AGM/trading update.

The frustrating thing is that there are too many short term punters, I haven't sold a single share, bought more today and looking for £5 in 12 months.

[sigora] 08/12/2016 11:32

can any of you learned investors workout a pe for idp ?

[che7win] 08/12/2016 11:29

hotting,
good find, revenue growth is substantial.

[ny boy] 08/12/2016 11:15

Added around 112p

[hottingup] 08/12/2016 11:10

If you want an idea of how revenues will build:

hxxp://www.innovaderma.com/innovaderma-signs-a-hoa-for-high-value-distribution-deal-for-south-east-asian-markets/

28/1/2016
Innovaderma signs a Heads of Agreement for High Value Distribution Deal for South East Asian Markets

"InnovaDerma™ has secured a significant distribution agreement to market and distribute its complete range of products into south-east Asia and Russia. The Heads of Agreement (HoA) signed between PROS International Company Ltd of Korea and InnovaDerma PLC in Sydney Australia provides exclusive distribution rights for InnovaDerma products for the territory that includes South Korea, Japan, China and Russia.

The HoA signed in Sydney between the two parties stipulates the distributor committing to purchase InnovaDerma’s existing and new products with a minimum revenue commitment by the distributor towards InnovaDerma™ of US $3.8m during 2016 increasing to US $10m in 2017 and US $20m in 2018. As part of the distribution deal, InnovaDerma™ will be appointing a GM for S E Asian region on an immediate basis to assist PROS in a full time capacity to monetise the relationship and to help the distributor secure early wins for both companies.

PROS international Company Ltd has been operating for over 15 years in South Korea with extensive distribution networks and relationships in retail distribution throughout the territory. Mr Han Kyo Lee, Managing Director of PROS International commented, “We have known InnovaDerma™ since the company started its operations, back in 2013 and have worked with Haris and his team very closely over the last few years, initially in the role of manufacturer and subsequently as a supplier and a trusted business partner. We have witnessed the rapid growth of InnovaDerma™ and with our decades of experience in the markets of South East Asia and Russia, our distribution network, market knowledge and a host of distribution opportunities already in progress, we believe we will get significant results in our territory and look forward to immediately getting to work”."


So revenues from PROS to IDP of:
$3.8m for 2016
$10m for 2017
$20m for 2018

And that is just for the territories of South Korea, Japan, China and Russia.

Imagine the same again for Europe and again for North America, and something for Australia, New Zeland and South Africa.

Could be $25m - $30m revenues for 2017 and $50m - $60m for 2018.

And profit margins are very high.

Heading for a market capitalisation of several hundred million.

[potential] 08/12/2016 10:27

Unthinkably jades floor of 115 expect a retrace towards AGM less then a week a way.. Buy and hold imho

[ny boy] 08/12/2016 10:22

Drifted down following the placing at 70p, at least the day traders have gone. I will buy some more but not yet, seems like still more downside, probably to £1, as this mornings action, hasn't been bullish.

[che7win] 08/12/2016 09:36

I'm accumulating too.

[larva] 08/12/2016 09:03

staggering

[the macallan] 08/12/2016 09:03

Not all reds are sells.

[gimmetheloot] 08/12/2016 08:57

I've bought some more too ;-)) sales of this product especially this time of year globally will have hit peak and market cap will have to re-rate ;-))

[keya5000] 08/12/2016 08:33

Bought a few more also.

£1.70---£;1.15. Overdone