Innovaderma Share Discussion Threads

[seconduser] 17/1/2018 10:32

che7win, still 220 to buy (last two trades were buys).

[che7win] 17/1/2018 10:15

Whoever sold at 213p a short time ago now has to pay 225p.MMs marking this up on every buy.

[che7win] 17/1/2018 10:07

So the CEO states clearly yesterday that he will make sure we meet forecasts, it's as good a bit of news anyone could wish for.Nearly 60p fall overdone after initial rise yesterday, great to buy when sentiment poor.

[shandypants1] 17/1/2018 09:51

without wanting to be negative surely the Chief Exec has to be positive about his own company. After all the forecast targets were set by him and he owns about 35% of the company shares so why wouldn't he be upbeat?

Hopefully we will get there but H2 will need to have revenues that surpass the entire 2016/17 revenue figures - it's a big ask.

A lot of stuff was announced last year that is kicking off in Jan 2018 so hopefully these can be revenue generating asap. He also has £4m fundraising to use so there is really no excuse if these revenues are not met.

Unfortunately ST will not be in Boots UK anytime soon - as IDP recently extended the exclusivity with SD for another 12 months. If new retailers were mentioned it is likely to be overseas, such as the recent French link up. Potentially we might get a deal similar to the Fenwicks one e.g House of Fraser, but I'd be surprised if SD allow this.

Expanding the Roots roll out and getting Stevie K in SD asap would be an encouraging start to 2018. It would be interesting to see how Roots compares with ST after a similar period since launch as we have had no revenue figures yet, and Roots definitely has the potential to be a much bigger product yet doesn't seem to be factored into the share price.

[che7win] 17/1/2018 09:46

I'm buying, should rise 30p from here swiftly, I'm a happy buyer.

[che7win] 17/1/2018 09:44

Yes teddy, right now it has.Just frightened PIs, I sense opportunity ahead.

[teddy boy1] 17/1/2018 09:37

Che7win-. Looks like the support level has dropped a bit as I had feared! How low does the share price need to go today to attract buyers?I am concerned that the majority of people may have topped up yesterday and hence not a lot of money around for much more buying.

[parvez] 17/1/2018 06:58

Just saw the interview and very upbeat. Dream start for Roots - can only get better. If any further tree shake today I will be looking to top up for sure.

[teddy boy1] 16/1/2018 23:27

I meant INTERPRETATION

[teddy boy1] 16/1/2018 23:23

REMARK-- I think that the comments are subject to interuptation but the bottom line is that he is adamant that he will meet forecasts (he realises the importance of keeping the shareholders on side which can only be good as far as we are concerned)

[its the oxman] 16/1/2018 23:17

Didn't think update read that badly so a little surprised to see this close so low. Did I miss a profit warning?

[che7win] 16/1/2018 22:52

Connor,
Yes, it's gives one a lot of confidence here.

[connor23] 16/1/2018 22:26

The HC interview was just what I wanted to hear. Reassuring on the full year figures, whilst offering a vision of a future where ST is being sold in major retailers (Boots I assume) and Roots is as big (or bigger) portion of revenues.

[che7win] 16/1/2018 18:51

teddy,
the way I read HC meeting forecasts - is that he will ensure it happens by a bit of financial engineering - call it managing the expansion if you will.

So he can play around with the timings of expansion and new product launches, thus managing cash needs and ensuring we meet the revenue and EBITDA forecasts this way.

Do you see it differently?

[teddy boy1] 16/1/2018 18:16

REMARK- If you had watched the interview properly you would have heard HC say that he might have to juggle around with some of the timings. He has a lot on his plate and surely it is much better to play your best hand properly up -front rather than spread yourself too thin and do some things half-heartedly.

[che7win] 16/1/2018 18:15

I find it a great company to hold, love it.

Think we should have risen today, more than happy with the update and interview.

[che7win] 16/1/2018 17:53

A very confident interview, they will meet numbers, seems Harris is in good control of the business.

The fall is overdone imho, should be reversed as this week progresses.