Innovaderma Share Discussion Threads

[the stigologist] 09/3/2018 10:01

dave4545 you've gone missing from HEMO ?

you were trying to trade that at 5p

bit quiet about whether/when you sold ?

[edmondj] 09/3/2018 09:51

CEO quite made a rod for his back, with regular ramp-tastic updates albeit with the big risk of an exclusive retail arrangement on a key product; so as soon as that aspect of the story has altered adversely it has dealt a dent.

[w1ndjammer] 09/3/2018 09:42

The share price driver...

We are in discussions with several new retail distributors and product innovation remains on track. The business remains robust with several product and market launches expected in the coming months to generate further growth."

WJ.

[mudis] 09/3/2018 09:32

Wont touch until next fundraising

[fillipe] 09/3/2018 09:32

Last year's normalised eps of 6.76p x a very generous 15 = 101p, with a spot off that to see it under the £pound might look somewhere about fair, just for now?

f

[carlo sartori] 09/3/2018 09:28

ThanksnConnor23 Ref 13659.

Shandypants1 Connor says that exclusivity for Roots ends July 18 and for Skinnytan Feb 19..........hopefully that will mark a significant uplift in sales.

I agree with several other posters here regarding HC. He has seriously damaged his credibility and his extremely confident and elegant performances with Market Analysts now come across as sales BS. The proximity of his last two market announcements and their conflicting stories make him appear incompetent - lets hope this is a once off lapse on his part?

C.

[shandypants1] 09/3/2018 09:20

Sales are still increasing but clearly not quick enough to meet (ambitious) year end targets.

So perhaps we will have year end sales of say £12m rather than £13.9m. Not great but not a disaster (last year was £8.9m.

It is poor though as HC only re-iterated these targets last month.

It appears SD are playing hardball re shelf space etc as the exclusivity must be up for negotiation soon. I see this as some short term pain, but in the longer term good news as it will speed up other UK retailers.

Supposedly Prolong delay has been due to a manufacturer - there will be a DTC roll out Q4 - so we could have 3 decent products generating revenue by end year.

Sales of £12m (and still growing) v MC of £18m. Seems very undervalued to me. Keep the faith

[beetroot juice] 09/3/2018 09:12

Next RNS here i think will be the Switch that returns the IDP story to Good News. Once the SuperDrug shackles are off and Boots, Tescos ETC take both Roots and ST. Well.. Imagine that RNS.

Moving into March, Winter depression is lifting, weather improving, investors and Tanners confidence returning.

I expect 250p by June Easy..

[divinessence] 09/3/2018 09:09

I don't buy the deliberate deramping here. The share price will be well over £2 in three months time with more distributing channels and more products announced.

[w1ndjammer] 09/3/2018 09:06

The share price just needs to consolidate today, we are at the lows of March 2017
so if we can mirror last years share price performance happy days......

WJ.

[dave4545] 09/3/2018 08:58

Again any dip and it's 1000 max buy online.

Can see this getting above 130p but as always it's risky and nothing is certain

[divinessence] 09/3/2018 08:41

bought more after a delay

[quant_investor] 09/3/2018 08:40

Back in July expected eps was 14.5p and we are now looking at matching last year’s figure of 6.2p.

No doubt the revenue from the SD orders will have been earmarked to support forthcoming launches that may have to be delayed or scaled back.

You also have to wonder about the cash situation given the amount they burned through in H1. Not sure there would be much support if a further fundraising was required.

I guess the question is why hsve SD not place the expected orders. Is it due to a general slowdown in self-tanning or are they prioritising other brands. As the exclusivity remains until the end of the year orders really need to pick up.

I have pointed out some quite obvious risks here a number of occasions though I didn’t think we would see problems just 3 weeks after the interims. Huge loss of credibility here. P/E for the current year around 20 plenty of scope to fall further sadly.

[w1ndjammer] 09/3/2018 08:40

bj

yes agree someone dumping stock, i expect lots of news flow over the coming
months, should push the share price back above 200p

WJ.

[dave4545] 09/3/2018 08:36

1000 max at full offer 121p

[dave4545] 09/3/2018 08:35

Cannot buy online currently 119-121p

Maybe that is why they are shaking it so much

[beetroot juice] 09/3/2018 08:34

Yep bought more myself. Be back over 150p by close. Windjammer, you might be right. A line of stock Dumped has caused this drop. Could buy 50k plus online thats un-heard of here. Looking like its nearly cleared. So once done expect a swift return to yesterdays prices.

[w1ndjammer] 09/3/2018 08:32

wonder if they had a fall out with SD, i would imagine SD were holding some shares
and now they are selling.

just a thought

i am a buyer down here, strange RNS

WJ.

[dave4545] 09/3/2018 08:22

121-122.5p

Can buy and sell good size no problem atm

[dave4545] 09/3/2018 08:21

Like the 5 min delay on that 50k.

Was stock at 120p then bang limits were cut to zero.

Guess this is the dead cat bounce, depends how much it bounces

[divinessence] 09/3/2018 08:18

someone bought 50,000. So there you go. No doom and gloom as far as I am concerned. Business is a in a fine fettle.

[melody9999] 09/3/2018 08:17

You may be right Bookbroker. But the exclusivity is not 'new' news. The share price fell by 30% yesterday on the basis of the RNS news, and that seems overdone to me.

[bookbroker] 09/3/2018 07:45

More likely to fall again until clarity over future revenue transferring in to real profits! Maybe the product has appeal, but it is the cost to reach the consumer that is at heart here!

[thelongandtheshortandthetall] 09/3/2018 07:45

The worry is. Are the other tanning companies negoiating better deals with superdrug in an effort to claw back sales and perhaps curtail skinny tans growth.
Or perhaps its just superdrug trying to take more control of the existing deal... ie. You need us more than we need you..
Ive never liked the exclusivity deal with one company for all our products.
This could be make or brake. We'll need new very major retailers showing interest very soon.
For clarity I sold my remainning shares yesterday and I would buy again if the share price drops a pretty good chunk.
Good luck all.

[bookbroker] 09/3/2018 07:43

Better if the chief had said he preferred to over-promise and under-deliver, at the least the market would be inclined to believe him!