Innovaderma Share Discussion Threads

[doc robinson] 08/11/2017 09:13

Looking strong now with little profit taking and still below the placing price!

[divinessence] 08/11/2017 09:03

Respect Croas too. You have done so much work on this board and deserve all the credit and of course wish you the best for early retirement. Keep it up buddy and hope to see you in one of the IDP meetings in London at some point in the future, possible next year. I am a substantial holder here.

[croasdalelfc] 08/11/2017 09:02

They are stocking in Sephora online France at the moment but Sephora have stores/franchises worldwide - in France approx 30. In the US 100s.12 in Australia.There is no presence in the UK for some reason.As usual IdP will try to create footfall and then extend and build the retailer relationship which is where Stevie K can come in

[croasdalelfc] 08/11/2017 08:54

Divine essence - if they get to £20 in 2 years I can retire early - here's hoping!

[divinessence] 08/11/2017 08:52

My 18 months price target : £15.00-£20.00

Sadly a few idiots have 'forced' out weak holders through really bad scaremongering tactics. These idiots should be ashamed of themselves. Believe the story, buy and hold for 18-24 months, They have delivered incredible amount in such a short time. Unbelievable business strategy and delivery. Respect HC & management team.

[gleach23] 08/11/2017 08:32

dave4545 - UT went through at 229 yesterday despite closing market spread being 235-245

[smokybenchod] 08/11/2017 08:22

whats your price target nw99?

[nw99] 08/11/2017 08:15

Added 2500 just now

[tjbird] 08/11/2017 08:06

Today’s AGM statement highlights that expansion of the Skinny Tan portfolio continues in existing as well as new territories. Initial feedback on the Roots haircare range has been encouraging and the ‘Headmaster217; has received FDA clearance. Jesse Porto (ex Estée Lauder) joins as Senior Vice President of the Americas to strengthen the management team.

[luminoso] 08/11/2017 08:02

Sephora is the big news. Huge market.

[connor23] 08/11/2017 07:59

I do wonder if their is a relationship to the Roots rollout at Superdrug and ST exclusivity. Quid pro quo?

[parvez] 08/11/2017 07:57

Just topped up very small amount @ 260p

[dave4545] 08/11/2017 07:55

Price up 21p at 250p but it closed at 240p yesterday ?

Bit confusing or was there a uncrossing trade at a lower price after the close ?

[kemche] 08/11/2017 07:52

LVMH brands:

How many hours of their cashflow to buy IDP?

[thelongandtheshortandthetall] 08/11/2017 07:51

Nice Boon.
12.9m people see st brand would be great.
Yes very pleased with the expansion into france.

[boonboon] 08/11/2017 07:51

Sephora France in itself has 1 million followers so a few skinny tan posts should get a good reach.

[thelongandtheshortandthetall] 08/11/2017 07:48

Thanks Croas.

Ideal timescale. Very pleased to here that. Establish roots further then negotiate deals from a stronger position.

[croasdalelfc] 08/11/2017 07:42

The long - Roots is exclusive to Superdrug for UK retail only until end July 2018

[parvez] 08/11/2017 07:42

Agreed TPI.

AS was originally posted at start of this thread and worth a reminder.....


c) Recent industry takeovers:
2008 - YSL Beaute acquired for $1.7bn by L’Oréal.
2012 - Urban Decay acquired for c$300m by L’Oréal.
2014 - Nyx Professional Makeup aquired for $500m by L’Oréal.
2016 - IT Cosmetics acquired for $1.2bn by L’Oréal .
Nov 2016 - Too Faced cosmetics for $1.45bn by Estée Lauder.
Jan 2017 - Valeant's 'CeraVe, AcneFree and AMBI' skincare brands acquired for $1.3bn by L'Oreal.

And as of last night IDP was valued at below £40m.......this is a no brainier IMHO

[nw99] 08/11/2017 07:41

Wow awesome news , gonna be tricky to add below £2.50 this am but let's try

[the patient investor] 08/11/2017 07:41

Advfn shows we are up already 9%!

[the patient investor] 08/11/2017 07:39

Croas thx mega
Great summary
Have fun today

[thelongandtheshortandthetall] 08/11/2017 07:37

Be good to have clarification if roots is exclusive to superdrug or not.
Good luck today Croas. Hope its a pleasant and rewarding trip into town.
I know the genuine holders here really appreciate your hard work.

Cheers