Innovaderma Share Discussion Threads

[wahlberg] 04/8/2017 08:37

Looking like the start of a move up to 530p IMO

[doc robinson] 04/8/2017 08:36

Sales on asos any idea?

[croasdalelfc] 04/8/2017 08:30

£100k tracked sales on ST.co.uk over last 12 days.Equates to £8.3k per day plus what I can't track which is probably 30% extra.So around £11k a day

[connor23] 04/8/2017 08:19

Maybe a run up to the Sept results from here.

[wahlberg] 04/8/2017 08:19

On the march again. Let's see this back above £4 and on the way to £5

[doc robinson] 04/8/2017 08:16

Having to pay a premium to buy always a good sign news on its way ?

[the patient investor] 03/8/2017 21:48

agree totally, we will ALL retire early

[boonboon] 03/8/2017 18:35

For what it's worth this is why I'm invested in the company and hope to be for years to come.

In just over two years IDP has turned a £30,000 acquisition of Skinny Tan into a company that imo is now valued at around £50 million, based on current run rate. I expect this value to continue to grow in future years as it launches product extensions and gains traction in other countries and through new retail channels.

However what is exciting to me is that they imo have at least 3 brands that can IMO overtake Skinny Tan and become even more valuable. Roots, Stevie K and Skinny Bright. all these operate in bigger markets that Skinny Tan and although there is more competition I believe the IDP route to market will prove to be successful.

I also believe this growth can happen much quicker than Skinny Tan did. With Skinny Tan they basically started from scratch. They had to gain customers (now over 220,000 direct customers) and entry into retail and etail channels. They are now able to leverage the Skinny Tan relationships to gain traction for these other brands.

For example I doubt Roots would have got listed in Superdrug if it wasn't for Skinny Tan's performance with them.

On top of these 4 brands they also have 4 others which could also do well, but I'm just not sure how well. Body Glow is in a very saturated market and I don't know if it's USP is good enough to turn it into a mega brand. The same goes for Charles and Lee. Having said that they could both still be very useful contributors to the bottom line.

Leimo and Prolong are slightly different, both operate in similar markets, but these are totally different to the other group brands.

The route to market is completely different and we're mainly talking about a big one off purchase with potentially some smaller recurring sales. Both have a large potential customer base though and it will be interesting to see how successful IDP is in b ringing these to market. If either or hopefully both do well then they could also be really meaningful long term contributors to IDP.

I have a long term view on IDP, but unless something meaningful changes to the downside then I really do think these can be a multi bagger over the coming years.

In fact the skies the limit.

[hitsha1] 03/8/2017 17:49

NYB,foolish person, IDP is ten bagger, holding until then

[andyr42] 03/8/2017 17:43

Marvellous

[wahlberg] 03/8/2017 17:42

Boots / Fever / ASOS style growth ahead£40m mcap insanely low for what's coming!

[monkeywench1] 03/8/2017 17:30

https://rootsdoubleeffect.com

[sogoesit] 03/8/2017 17:27

He's a fool (NYB); he was on the FEVR thread saying you should never buy a "top" and that for a momentum/growth share when the only way of entering is to buy at the top. Lol.

[dmk1198] 03/8/2017 17:12

NY Boy was telling us all to sell purplebricks at £1 before it rose to £5 just to give you an idea of his stock picking skills

[wahlberg] 03/8/2017 16:50

Wind in the sails. 360 paid into close. New highs on the way!!

[ny boy] 03/8/2017 15:22

Tips 5p in favour of 4.00 now, keep going out bulls, climbing a wall of worry

[ny boy] 03/8/2017 14:08

Right £4 or £3, wake up bulls if you want to take back control!

[ddubzy] 03/8/2017 12:11

Off topic, but ACSO is now under recent placing @ 1620p for TE2 purchase. Would expect a ride back to 2000p, TU in Sept. Would suggest waiting for MERL TU tomorrow before buying if interested.DYOR, sorry for OT...

[ddubzy] 03/8/2017 11:55

Q_I, thanks for your comments, nice to see that their are nice genuine investors around. My comment was purely tongue in cheek. I would never believe anything on a BB, been around far to long for that.I've got holdings in the 160's here & continue to add in the low 3's. Huge potential here. Long term holding for me with the odd SB trade!GL

[ny boy] 03/8/2017 11:43

Bulls having a go again, a bit of a "semi", prelude to a stonking hard on bulls, step up to the plate if you have golden tanned balls!

[quant_investor] 03/8/2017 11:26

ddubzz - There is some useful content on here in particular links to articles, and of course Croasdale's basket analysis. There is also a lot of noise on here too.

In particular I wouldn't take any notice of BB comments on likely share price movements especially if they are not supported by any technical analysis...and even that isn't wholly reliable.

Better off thinking about the growth prospects for ST, and the chances of success for the many pipeline products that are due to hit the market in the coming months...

[divinessence] 03/8/2017 10:58

Very difficult to trade this stock as it moves rapidly both ways. Best way is to set your stake and sit on it for a year. This can really go up very high in a very short time as the downside is now limited. DYOR.

[fruitninja84] 03/8/2017 10:55

Spread to wide for this to be an efficient trading stock and its farrrrr to unpredictable but 320 looks like it will hold, it tested 420p and the news flow is V bullish so it looks a goods bet to go long from here if you want 20pc in time. From a trading pov all imo.