Innovaderma Share Discussion Threads

[quant_investor] 15/11/2017 10:03

No so ihatemms.

Jul 14.54
Aug 13.64
Sep 12.82
Oct 11.71
Nov 11.71

Placing was early October.

I'm not too concerned. IDP's record with ST and now Roots suggests they know how to bring products to market and grow sales.

I think this year is one of investment, as reflected above. By the end end of next FY iDP will have multiple products generating significant revenues. What price then?

[quant_investor] 15/11/2017 09:38

Eps estimates have been cut from 14.5p to 11.7p since July.

We are in the off season for Skinny Tan so the company cannot report record revenues as they did before.

I suspect the market may be concerned that the investment in new products might result in the company not hitting the numbers if the various launches do not take off well.

Eps forecast for next year is 18.4p so the stock is pretty cheap if the level of projected growth is achieved.

Evidence that this is likely should bring about a rerating IMHO and so i think it's a case of waiting patiently.

[ihatemms] 15/11/2017 09:10

Croas/Melf/Jam4u/boonboon - do you have any opinions for the continued fall despite all the positive news flow. Surley this is way under-valued on all metrics

[ihatemms] 15/11/2017 08:56

Anonymous - seems very strange - despite all the positives and the fact that the co assures that it will at least meet market expectations. I would thought the instists already on board would now think about topping up ?

[anony mous] 15/11/2017 08:50

Keeps bloody dropping every day 10/15p.This rate will be a quid.Should be heading other way towards £3.00.

[ihatemms] 14/11/2017 18:56

The good news is that when Idp start selling in Lloyds Pharmacies in Ireland soon is that Lloyds have no well known brands in stock at the moment such as St Tropez, Bondi Sands ,Sienna , L'Oréal etc. In fact they only have 35 products in total.
This gives ST an excellent opportunity to gain a large share of their market.

[ihatemms] 14/11/2017 18:50

Thanks Boonboon.

[boonboon] 14/11/2017 18:28

I'm not tracking skinny tan. Roots DTC is averaging just over £500 a day so quite steady.Superdrug is more difficult to track as they update stock regularly. Definitely still selling well though, but not sure on exact numbers.

[ihatemms] 14/11/2017 17:35

Croas/boonboon - do you have latest breakdown for sales of Roots and ST over the past few days?

[boffster] 14/11/2017 17:14

"Bulls need to man up at these levels and take back control"

Roughly translated to "My position is underwater and I need other investors to bail me out"

[ihatemms] 14/11/2017 12:03

Signing up Roxy is a good coup. Signing top celebrities as ambassadors is cheaper than traditional advertising and far more potent. She will no doubt be expected to attend various ST events to promote the product as part of her contract

[ihatemms] 14/11/2017 11:56

The company used a lot a very positive phrases at the last AGM.


The Skinny Tan(TM) and Skinny Tan(TM) Professional

The Company continues to make "excellent" progress in Western Europe

Skinny Tan "continues to grow in popularity" in the Republic of Ireland


Roots(TM) Double Effect ("Roots")

Roots is performing "very strongly with excellent feedback" from our customers. As a direct consequence of the "great success" in Superdrug following the launch, The Company expects that its strategy for Roots will put it on a "similar growth trajectory" to that of Skinny Tan.


Body Glow extensions and after sun care have been developed in response to the "growing popularity of Body Glow", which is "performing ahead of management's expectations. "

" We are replicating the success of Skinny Tan and leveraging our highly successful DTC model to ensure this becomes a major part of our product portfolio and enhances earnings".

"Growth prospects for InnovaDerma remain substantial". " We are excited about the future" and look forward to reporting further progress during the course of this financial year."



You would think the company would have "excellent " figures in the back-ground as back-up for all these statements and that these will revealed in the next TU,

[tallprawn] 14/11/2017 10:19

All buys today other than one small sell - Ignore those being reported as sells at 228. They are buys.The recent chart looks to have the opportunity to double bottom. A flurry of buys could easily push us back up towards 250 to break the downtrend from the last 2-3 months. I'm holding for the long term but like all would like to see a reversal on recent fortunes asap.

[ny boy] 14/11/2017 10:05

Warpaint up nearly 10% some good cheer in the sector then, not all gloomy.

Bulls need to man up at these levels and take back control

[naplion] 14/11/2017 10:01

It was over priced, still is,,, No real numbers to show yet, bits not how much you sell, it's how much you make Went up high to fast

[che7win] 14/11/2017 09:34

The chart and sentiment

[teddy boy1] 14/11/2017 09:32

You say to expect"huge swings" but this share only seems to swing one way"Since the 400+ days the share price has only moved in one direction .There have been a couple of occasions when the price has gone up for a day or so ;then back down it goes again! Admittedly there have been a couple of bits of bad news but these soon "blew over"No one can argue that the trend has definitely been downwards (bit by bit ,most days)despite all the signs that IDP is doing well and going from strength to strength .Apart from my M M"theory"does anyone have any idea why the share price is being eroded ? Anyone?

[carlo sartori] 14/11/2017 09:15

Its been a while since we were blue in any guise, could this be the beginning of a bounce??

[ihatemms] 13/11/2017 20:30

Skinny tan amongst the best sellers on lookfantastic.com.

Also selling well on feelunique.com
but higher up the charts on the other web- site.

Also very prominent on the Asos beauty websites for a number of countries- U.K., Germany, USA, France, Australia as well as others. In fact between 15-20% of the products on those web-sites for the tanning category are Skinny Tan products.

[dibbs] 13/11/2017 20:09

Good point ihatemms. I'd mistakenly thought that Jesse Porto was in a directorial role. As you say we won't otherwise know what others are doing.

Good post thelongandtheshort. Too many "investors" are too short term these days and frankly don't have the stomach for short term price fluctuations. The overall story here continues to look good with Haris and co in the main doing a good job. However some naivety and inexperience has been shown at times but hey we are all human.....well, with a few exceptions on ADVFN boards!

Dibbs

[ihatemms] 13/11/2017 19:46

Dibs - unless they're directors we probably won't get notified. Directors do hold significant stock but some purchases wouldn't go amiss.