Innovaderma Share Discussion Threads

[nw99] 19/6/2017 08:01

W7 and Swallowfield don't have the tanning product no reason for them to rally . More like switching out of them to buy IDP

[zagrosfold] 19/6/2017 08:01

Where's that NY Boy guru? lololol

[jovi1] 19/6/2017 08:00

Jam
I owes you a pint
Dam I should bet on the profit lol

[thelongandtheshortandthetall] 19/6/2017 07:58

I didnt realise we were sofar along with a whitening range.
IDP dont mess about do they.

[zico01] 19/6/2017 07:55

Profit before tax significantly ahead of market expectations >>>>>>>>>> nice.
margins have increased >>>>>>>>>> very nice.

[larva] 19/6/2017 07:54

Warpaint W7L and Swallowfield SWL should rocket in sympathy

[sogoesit] 19/6/2017 07:54

If you look at other "Growth" stocks, like BOO & FEVR, the rating can easily tend to FORECAST (not trailing) valuations on a PEG level of 1.00.

[nw99] 19/6/2017 07:54

Buying the dips has been a no brainer

[jam4u2] 19/6/2017 07:53

Excellent, excellent update - completely smashing it. As you know, I've been saying £8m low ednd and 8.5m high end.

But the Nep Profit numbers is what is MOST pleasing - they have proven they can do it.

By the way, I had confirmed there was no cash call and I did say here last week sometime.

Thw whitening is a game=changer. That market in Asia is simply huge!

[englishlongbow] 19/6/2017 07:44

W7l has a PE ratio just above 50.

[kemche] 19/6/2017 07:33

Hybridan will need to up their game with their forecasts.

Boon - agreed.

[englishlongbow] 19/6/2017 07:31

I think IDP's revenues will surpass W7L's in the next year and we will be a £200m company. This is only going to grow and grow. Cosmetics, hair loss and skin lightening are all multi billion markets. Hold for the £1 billion+ takeover by L'oreal.

[boonboon] 19/6/2017 07:29

Englishlongbow, I don't think Stevie K or skinny tan will launch into China. I believe China only allows products that have been tested on animals and that goes against the whole ethos of those brands.

[doc robinson] 19/6/2017 07:29

Order put in before the rush

[connor23] 19/6/2017 07:27

Great update and a bit of a surprise to me that the undertaking profit was as a high as that. More important are the strides taken operationally and the entry into the skin whitening mkt in Korea, which sounds potentially lucrative. So many drivers of growth going forward that I'm happy to sit and hold these as the story unfolds.

[boonboon] 19/6/2017 07:27

Che7win it's all about the growth potential. If you analyse it further they are saying underlying profits of £1.28 million. In the first half underlying profits were £0.129million so underlying profits in the second half are going to be around £1.1 million. So assuming no further growth(which is highly unlikely) and we just go along at the current rate we're looking at £2.2 million for next year. Which is a more palatable p/e of around 20.

[che7win] 19/6/2017 07:23

The actual P/E I assume is 70 including exceptionals if assuming similar as first half, paying for that growth upfront.

[englishlongbow] 19/6/2017 07:23

It's growing rapidly. Turnover could be three times higher next year with all the products and territories being launched. Well done IDP. Imagine the new skin lightening, Stevie K and Leimo sales when they launch into China and Japan under the new deal with PROS.

[doc robinson] 19/6/2017 07:21

Boots Ireland obviously like the product as they increase the amount of stores it is available in july

[glennborthwick] 19/6/2017 07:20

You can't worry about a 45pe ratio with a growth rate like this

[nw99] 19/6/2017 07:18

Great news onwards and upwards

[che7win] 19/6/2017 07:18

Decent update, but ~P/E 70 here with market cap £45m!

[sogoesit] 19/6/2017 07:17

Forecast underlying earnings expected as approx. 10p/share.
Rate that on a P/E of 80 for an approx. PEG OF 1.00 gives a forecast share price of £8.
DYOR

[doc robinson] 19/6/2017 07:17

Excellent statement ,a company going places . A lot of news to come on various fronts.

[croasdalelfc] 19/6/2017 07:16

The robust strong balance sheet gets a mention twice - no placing in the near future that's for sure