Innovaderma Share Discussion Threads

[che7win] 16/1/2018 13:01

Teddy, Think is dangerous!Look at the 1 year chart, thus fall is just going from the resistance line to the support line of the uptrend.Hence I've cheerfully bought more this morning.

[teddy boy1] 16/1/2018 12:55

Joe - Good point, well made ! We are only human after all and the benefit of hindsight is wonderful

[teddy boy1] 16/1/2018 12:53

Che7win - I,VE BEEN THINKING!

Surely your charts (which you seem to swear by) should have "warned" you that this drop was coming and if so, perhaps you should have shared it with your fellow posters.

Perhaps this demonstrates why I take charts with a pinch of salt!

[nw99] 16/1/2018 12:51

Top up time then

[aaaaauuuummmm] 16/1/2018 12:50

We've all been looking at this wrong.. Why were we all expecting lots of detail and updates in this trading statement?? I know that we all wanted and were expecting more but why? Take a look at update from exactly this time last year and we have been given the same type of update.. Last year no details/figures were given in Jan 2017..with hindsight I'm not surprised HC has done this.. All the detail will be in the Investor Presentation that will be released mid Feb.. (like it was last year)... I feel a tad silly for thinking I'd get it today now when I should have been expecting it in Feb..ive topped up although my average has barely moved..Joe

[teddy boy1] 16/1/2018 12:27

In spite of all the doom and gloom from certain quarters ,nearly 116000 shares have been BOUGHT today so far (not a million miles away from the SOLD figure!) This puts it all very much in perspective ,and is seen as a BUYing opportunity by those who really understand IDP ( this is one of the new breed of companies and one needs to use a different science to see the overall picture compared with what you would use with traditional companies)

[john09] 16/1/2018 11:55

NW99 Got this wrong AF too lol

[melf] 16/1/2018 11:55

The company are playing the long game imo so people need to be patient. It would have been easy to strike deals with Boots UK and Tesco for ST which no doubt would have seen sales rocket in the short term. Instead the company have decided to use their relationship with Superdrug to leverage new products coming to the market. This seems to be paying dividends with Roots and will probably do likewise with SK. I suspect in 3 years time when ST and Roots are sitting on all the major supermarket's shelves and Boots' we would have long forgotten about this RNS :-)

[teddy boy1] 16/1/2018 11:42

STEADY AS SHE GOES! ( I had a feeling that there would be a bit of disappointment around when the update was released as IDP made a special point of saying that most of the action would be in the second half.I believe that a lot of investors blanked this out of their minds and choose to ignore it or were unduly influenced by the rampers.

Nothing has changed with this company.It is still very "special " and definitely gong places (given time!)

[molatovkid] 16/1/2018 11:30

What to say?

Company heading in the right direction; revenue up, best part of their trading year still to come, existing products doing well, new products coming on stream, loads of new distributors recruited.

Against that backdrop, todays price movement is obviously disappointing but temporary.

An opportunity I suspect....

[ny boy] 16/1/2018 11:23

Done my shopping here, tucked away for the winter, will buy more if (IMM) comes good over the coming months.

[kemche] 16/1/2018 11:20

kemche - 05 Jan 2018 - 12:49:02 - 12714 of 13008

"The current year should see a number of initiatives come to fruition. Those that seek immediate results of such efforts may be disappointed. But all indications point to Rome being built - albeit brick by brick."

I see from the trades so far that a number have certainly been disappointed, coupled with the traders doing their thing. All grist to the mill. If anyone has made a profit on trading these then my congratulations - that is what we are here for after all.

From an investment perspective, as opposed to a trading one, can IDP achieve the market consensus? We only have history to go on and 2016/7 H1/H2 trading patterns are our only guide. Note that 2016 figures almost exclusively reflected trading for ST. H1 2016 t/o was £3.2m which increased by 78% in H2 to £5.7m to give £8.9m for the year. That should at least allay fears of some of the nervous types who have questioned the growth required in H2.

Current year H1 has produced t/o of £4.2m (with Roots only introduced during August - my personal estimates are that only a couple of hundred thousand of the t/o is attributable to Roots). On an equivalent basis as last year we can project H2 t/o of £7.5m to give £11.7m for the year. This would obviously be a gross underestimation as "entry into new markets together with new product launches such as Roots, Charles + Lee, StevieK Cosmetics and Prolong are expected to feed through to substantial revenue and profit growth in the second half of the year."

So from the above if the question was posed as to whether they would achieve market consensus then the answer would have to be in the affirmative.

Could they beat consensus - I personally believe that the answer would have to tend towards a :).

AIMHO and DYOR as I am totally biased.

[qs99] 16/1/2018 11:04

Fincap reiterated £4 target from what I can see...DYOR

[divinessence] 16/1/2018 10:59

Could end up above 250p before close of play. Still a good performance, too few shares and market cap way too low. I see share price above £4 in summer and may even hit much higher before the year is out.

[che7win] 16/1/2018 10:57

Teddy,
its trading in an uptrend, this is around the support

[che7win] 16/1/2018 10:56

I don't see a problem in the update, they said it would be H2 weighted, the update is as expected.

Exciting times for long term holders.

[teddy boy1] 16/1/2018 10:55

Share price improving and the spread is narrowing very nicely.

Could this be the turning point?

[teddy boy1] 16/1/2018 10:49

In my view there is not too much to be unhappy about in this update. Its just a pity that some people on here (Blueshoes,etc) had been ramping up everyones expectations too much . Also I have never really been convinced about trying to "guess" how the products are selling ( too much margin for error!)Lets just let IDP get on with what it does best! (marketing its products ) Thirty per cent growth is not to be sniffed at and as more products are rolled out this will increase even more. In the meantime if you are invested here it surely means that you have done your homework and that you believe in the company.A bit of patience will be required (Rome was not built in a day and all that!)but sit tight and things will come VERY good in the end .Thats a promise (and you have it in writing!)

[bernymadoff] 16/1/2018 10:41

My Retirement Fund, I was thinking more along the lines of the many product launches they have planned

[firtashia] 16/1/2018 10:40

Pugugly- & I seem to have heard this very many times from companies that still are. Your point?

[talkman2] 16/1/2018 10:34

Please go ahead and short pugugly