Innovaderma Share Discussion Threads

[bad gateway] 08/10/2018 07:16

There you go noblis I've reposted my reply to your repost..

Lol yes and continuing that ridiculous vein Roots is obviously completely worthless as it was developed in house.

"Roots, a premium haircare brand launched in August 2017, was developed because the Company identified a gap in the market for high quality premium haircare brand that assists in reducing hair loss. It has the advantage of providing consistent revenue throughout the year and, as the brand grows, it will help to offset the seasonality of Skinny Tan. Additionally, it has a target market and client longevity far stronger than the self-tanning market"

Should be at least £12 a share on Roots alone.

[john09] 07/10/2018 23:58

SCSW once made a comment about the man in charge logging onto SCSW online in the middle of the night all too often when a new issue was published to see what the editor had said about IDP. And this time they refer to him again in a massively negative way. I imagine SCSW are less than impressed by the fact he tells them ome thing and then does the opposite. This will tank in the morning

[aishah] 07/10/2018 23:03

SCSW - Also gave you ALT, FUTR, SDI, AFX, IG Design, KAPE, FTC, W7L, KNOS, CAKE etc

[kemche] 07/10/2018 22:50

SCSW - the publication that gave you UPGS, FOOT etc.

[metis20] 07/10/2018 22:46

SCSW stopped covering XLM about a couple of years ago when it was around 90p - it promptly moved up to a max of around 220p.

(Since then XLM share price unfortunately hit by betting legislation.)

[carlo sartori] 07/10/2018 22:25

I am a long term holder of IDP and while I do believe in the company I can't say I trust HC........simply, I expect he will continue to dump on the market whenever he sees the opportunity and his actions are singularly responsible for the current floundering share price - all IMHO. I appreciate that his own dilution is a positive for the overall profile of shareholders in IDP but his recent history of dumping into the market must be seen as a negative to potential investors. Harris is no friend of IDP shareholders.

Carlo.

[teddy boy1] 07/10/2018 20:48

CGEQUITYINVEST- Agreed that there are a couple of small question marks about IDP but when you weigh these against the huge positives ,the share price ought to be trending upwards.

It seems to me that the "knockers " are much more successful in what they are aiming to do than we "believers".

In my view ;every time that we get one of their "scary" posts we should counteract with TWO posts singing the praises of the company and of its successes and prospects.

WORTH A TRY?

[cgequityinvest] 07/10/2018 19:53

Connor - totally agree with the need to focus on a 12 month horizon rather than short term price movements in a company which has a small free float or a lot of unsubstantiated one line comments on this board. I think it's probably fair to say that a number of institutions will be sitting on their hands waiting for the company to hit or exceed forecasts. Based on turnover and recent contract wins the company looks significantly undervalued (compared to the sector). BUT it's a small,business which has had a major profit warning in the last 12 months and it's got a new CEO who has yet to prove himself.If it meets or exceeds forecasts my sense is there will be a major re rate. Interestingly Milton have a reasonable shareholding and they have a good track record - in fact their own business and share price have performed really well this year!

[connor23] 07/10/2018 19:28

Teddy. The next 12 months will be defining for the company and the share price The results will reflect the popularity (or not) of the product and the financial management of the business. What people post will be neither here nor there. The major domestic deals have been done (albeit we will want to see further rollout), the NPD largely complete, so for me it's just a case of waiting for IDP to deliver.I will be the first to hold my hands up and say I got it wrong if they don't.

[teddy boy1] 07/10/2018 18:55

Such a frustrating share ! Even though the company is doing everything right, having come such a long way in the last 2 years ,and forging such a great future for itself ;it only takes a few individuals such as ACE VENTURA to spoil the party for everyone by sowing the seeds of doubt in the minds of a few less "convinced" investors and they see the share price going down(not realising that it is being "worked" ) and they sell out which lowers the share price even further.

This is happening over and over again with this share !

What should we "real " investors do? Sit it out and one day the company will be able to prove conclusively by its performance and results that it has got it spot on.!

In the meantime we have to put up with a share price which is so unrealistic that its laughtable.

All this noise about HC selling a small percentage of his holding is very much a red herring.He is still a major shareholder and it is very much in his interest to see that the company prospers

Lets stand up and give these shorters (and the people who work for them) a run for their money.Lets counteract all the mistruths and so-called negatives that they keep chucking into the mix!

[boonboon] 07/10/2018 18:37

Superdrug have exclusivity still on the other Roots products. Colour shampoo is coming to Boots in January I believe and the others will probably be around March.

[rawnsley] 07/10/2018 13:49

Also interesting to note.

Superdrug are now stocking 9 different SKU's for Roots

Boots still have the original 5.

It will be interesting what Tesco's stock next month.

Of these 4 new SKUs on Superdrug, the coloured hair shampoo is the 4th best seller on. The remaining ones come in after the original SKUs at 7,8,9th

In regards to stock how Boots/Superdrug compare with the top 3 sellers, Boots are already stocking larger quantities than Superdrug.

Comparisons Boots/Superdrug
Intensive spray - 487 / 297
Conditioner - 440 / 99
Sensitive shampoo - 251 / 50

This is of course a snapshot, and could be due to varied stocking cycles

[rawnsley] 07/10/2018 13:44

Intensive hair spray - 487 units in stock - rank 41 for hairspray

Sensitive Shampoo - 251 units in stock - rank 160 for shampoo

conditioner - 440 units in stock - rank 121 for conditioner


Far larger stock holding than on launch, which was 50 units of each variant.

I will track this tomorrow and the next few days and compare it with the earlier annualised sales numbers, based on current volumes.

week 1 was £78,000 annualised boots online
week 5 was £121,000 annualised boots online

I will be 2 months since be launched in Boots.

Remember, none of this Boots revenue was included in the prior year results

[teddy boy1] 07/10/2018 10:44

ACE VENTURA. You are a nasty piece of work but at the same time,very good at your job.Given the slightest change (a bit of negative publicity) you will work it for.all it is worth knowing full well that there are those on this forum who will fall for it( aided and abetted by lots of shares being sold into market first thing tomorrow morning)
I know what you are up to !At least we will be able to sell shares a lot cheaper later in the week!

[rawnsley] 06/10/2018 16:30

Looks like the shorters are gathering positions for Monday.

[bad gateway] 06/10/2018 14:58

Lol yes and continuing that ridiculous vein Roots is obviously completely worthless as it was developed in house.

"Roots, a premium haircare brand launched in August 2017, was developed because the Company identified a gap in the market for high quality premium haircare brand that assists in reducing hair loss. It has the advantage of providing consistent revenue throughout the year and, as the brand grows, it will help to offset the seasonality of Skinny Tan. Additionally, it has a target market and client longevity far stronger than the self-tanning market"

[nobilis] 06/10/2018 14:41

The problem is the lack of the Superdrug exclusivity period now means that gross margins have halved

Sum of parts on prices paid

Skinny Tan - Australian dollars 50,000 - SWeet FA
Prolong £1m in over inflated paper
Cosmetic Australian dollars 50,000 - Sweet FA


Market Cap. £19m
very overpriced by a factor of 10x

should be about 12p

Thats why the founder is bailing

[bad gateway] 06/10/2018 12:44

Agree regarding Roots. Think that'll be a company maker on its own as it picks up a head of steam. Seems to be loved by those that need it which I guess isn't that surprising. Being able to buy a hair recovery product thats not &50+ and that isn't snake oil is unheard of in my neck of the woods.

[talkman2] 06/10/2018 12:25

The point is that Boots , Tesco and Superdrug have validated and endorsed IDP’s products . That cannot be disputed despite the Chairman’s deplorable actions . Focus on the bigger and real picture. IDP’s products ( Skinny tan and `Roots especially) are potential blockbusters .

[thefartingcommie] 06/10/2018 11:53

ps

prawn sandwich anyone?;)

[thefartingcommie] 06/10/2018 11:51

Gerald Ratner - Famous Gaffe

sound familiar? lol