Innovaderma Share Discussion Threads

[applegarthlse] 16/8/2018 09:50

Another Round of MUG PUNTERS TODAY ! Remember this was 85p back in March ! My charts tell me the bottom is 1.23p here ! SO AT THE MINUTE OVERPRICED ! BY THE RAMPING PIGS !!!!!!!

[teddy boy1] 16/8/2018 09:49

Agreed - Something slightly weird afoot!

[rawnsley] 16/8/2018 09:48

Roots Double Effect Extreme Clean Shampoo 250ml 27
Roots Double Effect Anti Dandruff Shampoo 250ml 44
Roots Double Effect Silk Finish Conditioner 250ml 61
Roots Double Effect Intensive Treatment Spray 150ml 100
Roots Double Effect Sensitive Care Shampoo - 58


Total Sales taking into account re-stocking = roughly 442 units sold online in a week

Assuming selling price = £5.00

Annual online sales with boots = £114,000 circa

I think the retail shops should be far exceeding this as a total, just due to the sheer volume of shops.

Does anyone have any industry experience in online sales V shop sales?

[gregpeck7] 16/8/2018 09:47

Boots have deffo had another delivery of stock, supply levels of all items have improved. Hopefully the supply chain is working well now.

[metis20] 16/8/2018 09:44

Just been able to top up at 140p using fill or kill - direct electronic order was not available.

[backpacker] 16/8/2018 09:42

All Roots products are now available to buy online again

[beetroot juice] 16/8/2018 09:16

Greg thats my point i think there are buyers attempting to buy but cant. No way is there so little activity as appears. There is the odd Minor buy coming through. Like Vanadium pointed out, he bought 100 shares online then zippo.. Been like this for 48 hours.

For a Buyer to be able to encourage the MMs to behave this way, means IMO, the Buyer is a significant Client(S). MMs Would not do this for me or you. We would just be chasing a rising SP>.

[gregpeck7] 16/8/2018 09:12

Agree, a few 10k buys and this could easily be attacking 150 again.

[beetroot juice] 16/8/2018 09:10

Another Day where online buying has been virtually Frozen.. Try place an order, nothing being offered...YET place a sell order and the MMs will take your stock, above BId and in quantity..


Struggling to pick up loose stock now. Stop loss investors got creamed Monday and Tuesday, got the MMs some shares. No one selling, the price has got to shift soon...

[gregpeck7] 16/8/2018 08:47

Difficult because it depends If you are pricing traditional pe method or revenue and growth. Personally I think this should be priced akin to boohoo and Asos. Dtc gives them lots of data about their customers, and also sold into high quality retail channels but keeping it off the likes of amazon to stop discounting. I would think as the products are all home grown and well marketed and maintained with 'good' catchy names a company 'like' boots may well look to add and absorb into its own no7 business... so many possibilities. I would suggest on a pe basis though this should be trading at least at a 40x multiple and with all the deals coming through now that could easily be cheap.

[cgequityinvest] 16/8/2018 08:40

Gregpeck 7

"So proactive think this should be trading at up to 4x revenue. That’s a big jump then!"

To be precise they said "should normally trade on an EV/sales multiple of 2-4x. At an EV/sales of 2x, the shares would be trading at £1.95"

Remember this is paid for research - so DYOR.

Do you have a view on valuation methodology for Inno?

[beetroot juice] 16/8/2018 08:27

Large Buys to come through later? Probably, then Holding RNS, Then BOOM:)Thats a sharp share price increase as the Penny Drops that IDP Shares are being hoovered up by Big Players..

[gregpeck7] 16/8/2018 08:14

So proactive think this should be trading at up to 4x revenue. That's a big jump then!

[teddy boy1] 16/8/2018 08:07

ANONY MOUS -your post 16921 - Fact or fiction? What is your source?

[anony mous] 15/8/2018 22:24

Nice clip, thanks

[vanadiumx] 15/8/2018 22:09

This is bullish

[anony mous] 15/8/2018 21:08

Shares being held back to fill some very big orders.Seems HC has spoken to big funds in the City. They love it.As they load up expect smaller pull backs with sharp fast rises.Hoping near 5 quid this Christmas.

[vanadiumx] 15/8/2018 19:23

Applegarth - that's very poor analysis and a poor basis for an investment decision. This is a lame attempt to create FUD.What we should be discussing is why it was possible to sell in size today but I couldn't buy anything over 100 shares, and even then only managed it once. This was post 12.00. Tried multiple times in the afternoon.

[applegarthlse] 15/8/2018 18:34

123p tomorrow ! This was 85p in March this year :D

[bad gateway] 15/8/2018 15:05

Good to see these bounce on such a dismal day on the markets. Needs to take out that 200d and things will be looking fairly perky here again imho.

[kemche] 15/8/2018 14:15

You just know that its the school holidays. Do they not play outside anymore?

[applegarthlse] 15/8/2018 14:06

RAMPING PIGS !!!!!!!!!!!! This was 85p in March this year ! My charts say retrace back to 1.23p soon :D

[backpacker] 15/8/2018 13:01

So your mum says

[deccer1] 15/8/2018 13:00

All natural ingredients include 5% urine?