Innovaderma Share Discussion Threads

[applegarthlse] 21/11/2018 21:56

UP YOURS TEDDY BEAR CVNT ! Leave him alone ! CRL just added to my watch list and looking very attractive ! Much better than this pish ! Once I have funds I'm investing there ! Thanks for the tip Sir

[connor23] 21/11/2018 21:54

Cheers Croas. Yes, I recently joined the IDP group on Twitter so getting an appreciation for reasoned discussion! Will look you up for sure. Cheers.

[croasdalelfc] 21/11/2018 21:35

Thanks Connor , good luck to you too, I don't post much on Advfn anymore twitter is where it's at , thanks to Jam4u for pointing me towards twitter, lots of informed investors on that platform - look me up if you are on it ?

[connor23] 21/11/2018 21:03

Hi Croas. Good to hear from you. I have an eye on CRL and was impressed by the update but I'm not ready to write off IDP yet. PE is currently about 11.5 for this year I believe from memory so not quite as punchy as you suggest, but contingent on hitting targets of course! I would argue no tanner has much of a USP. What ST has is its brand name and an effective social media machine behind it. IDP also had record sales during the peak summer months so I still think the brand has mileage. The transition to Boots will be the litmus test I guess! Good luck with your investments any way.

[teddy boy1] 21/11/2018 20:42

CROASDALELFA- This is just one mans opinion _YOURS ! For everyone who agrees with you there are probably 5 people who actually believe that IDP has a brilliant future!
Just another mans opinion -MINE!

[croasdalelfc] 21/11/2018 20:32

Creightons are growing faster than IDP - that says it all - they are on a PE of about 7 or less. iDP is probably 15-20 even at this lowly share price Skinny Tan was the tanning product of the year in 2017 - but like a lot of trendy new products has failed to keep its stellar growth, mistakes by management haven't helped. It's faces more competition, less shelf space in Superdrug and is a year late in going into Boots etc . But crucially many of the women I know who have used it have reverted to cheaper , products they used before Skinny Tan - it doesn't have a USP to keep them coming back .I haven't been invested since Feb , so luckily missed the profits warnings. Roots is a good product but Won't overtake Skinny Tan for 2-4 years .The other products will be low revenue - Stevie K is shelved . Only Prolong has potential to earn decent money - high margin etc. I won't be back in as I don't see IDP as a high growth company. Looks like no cash call this year, so that's good . Good luck to those invested .Oh and Haris selling another million ? . He shat on the pis.

[teddy boy1] 21/11/2018 16:17

BEETROOT. You have gone a bit quiet! .We saw a nice increase in the share price on Monday but now we seem to be giving it back again Your comments please!

[buywell3] 21/11/2018 00:26

110p did not hold , 90p was a FIB retrace

being tested again



buywell3 - 25 Sep 2018 - 14:49:50 - 18571 of 19911 Innovaderma - Global Brands and Huge Markets - IDP
The chart has support at 110p

The share price is heading that way .... but quick

[applegarthlse] 20/11/2018 23:20

RAMPING PIG ! Teddy bear the muggy mug punter

[teddy boy1] 20/11/2018 23:03

Any publicity is good publicity ,and all that !

[simon_cawkwell] 20/11/2018 22:27

Skinny Tan gift set mentioned in The Sun page 15

[applegarthlse] 20/11/2018 22:12

Eurasia (EUA) shares traded at over 250p in 1997, relative to their 25-30p level today. The market for platinum and palladium is very healthy and with the backing of Anglo the group could deliver a handsome return for shareholders over the longer run. But the Urals region is not without its risks and hazards. One for the speculative investor only. https://citywire.co.uk/funds-insider/news/eurasia-mining-secures-2-million-for-precious-metals-developments/a206356 ARTICLE FROM 2000 ! ................ LOTS WILL BE DUMPING IDP IN MORNING AND FILLING THERE BOOTS WITH EUA WHICH COULD 2 BAG FOR STARTERS !!!!!!! LOLOLOLOLOL

[teddy boy1] 20/11/2018 10:17

Hey, lets not get too negative here!

So O K ,it is the off-peak season for tanning but we are now in the very fortunate position of having ROOTS which is proving to be a best seller and it is also an all the year round product.

Also, in case anyone has missed it, we are also in Boots AND Tescos .What would everyone on this forum have given to be in this position 18 months ago ? Its actually a dream come true and the sky really is the limit.!

The other thing that a lot of people miss is that SkinnyTan and Roots are both quite expensive to buy but with high profit margins and hence we do not require the volumes that many low margin products require in order to produce a good bottom line on the accounts.

We also have PROLONG which is already selling well but given that little extra push by H C, could really take off in a big way as the market is HUGE!

All in all there is so much to look forward to with IDP

No-one is expecting great things for the rest of this year but methinks that next year will be a very different story when the company will be firing on all cylinders for the first time.

I get the impression that most "believers" on this forum are already quite heavily invested in IDP and as the investment rules rightly say -it is unwise to have too much money invested in one company.

However ,if like myself ,you have a bit of spare cash ,I truly believe that now is a brilliant time to top up as IDP have recently been "worked down" to a level which way undervalues the companys prospects going forward and I am in no doubt that within a matter of weeks _(days perhaps) the share price will stand at a much higher level than currently .MARK MY WORDS!

[boonboon] 20/11/2018 09:29

Boffster, I do agree it's disappointing and surprising skinny tan sales are going to fall in the first half. However I think you might have underestimated superdugs reaction.They know they're going to lose exclusivity to a much larger competitor. So they can do a few things.1. Keep things the same, milk all the sales you can until the competitor starts selling and then react.2. Preempt the loss of exclusivity by reducing shelf space of SkinnyTan and adding more brands, that potentially the competitor doesn't have or indeed broadening your reach to cover the entire tanning market.They've chosen for option 2. Getting ready for loss of exclusivity by adding more brands in the space. Before customers were coming in because they were the only place that sold skinny tan. Now they hope customers will come in because they've got a wide range of brands.I have seen for myself the reduction in space at superdrug.

[muzmanoz] 20/11/2018 09:07

Boffster thanks for the more reasoned post, had you down as one of those make stuff up and mislead posters, sorry for that. The derampers are lazy in my opinion. it's a risky share atm and its not exactly hard to make a negative case without seeking to lie or misinform or using ridiculous hyperbole.

I agree that the case to buy here is for H2 and beyond. We are not far from the end of H1 though and this share does jump about on news (if HC doesn't sell). I give some credit to the skinny tan destocking statement but I also consider skinny tan sales are potentially lower in H1 this year because sales in Australia will have fallen as they're searching for a new retailer. From memory, skinny tan sales (dtc and retail) in Australia were c£600k last year.

[connor23] 20/11/2018 08:48

I do take your points, but I think it is reasonable to suggest this is down to a transition period during the quieter H1. ST not in Boots yet after all and it is far and away the main revenue generator for the business. Agree that there is very little reason to buy ahead of seeing those H1 results unless you feel value is compelling at a certain price. This year will be a H2 story that management will live and die by imo.

[boffster] 20/11/2018 08:32

With HY revenue forecast flat year on year, despite multiple new product rollouts, increase in sales from roots (and presumably some effect from Roots "stocking up" in Tesco?) this only means that Skinny ain't selling like it did last year. Sugar coat it whichever way you like. You might 'de-stock' if you were losing sales to other retailers but that would be offset by increased sales / stocking up from those retailers! Superdrug's main competitor being Boots and as I say the product not being even listed there for months, it was used as an excuse for lousy full year results.

With a few weeks remaining in H1 there's still scope for IDP to disappoint on what is already forecast to be a dreary first half.

Muz- don't really care who listens, but, without blowing my own trumpet too much, if you look back at my past posts I've called this one better than most. I've been long at times (never short I will add!) and done very nicely, I sold on the last update though (taking a loss) viewing it as very disappointing.

Even if you believe in Skinny Tan and Roots I see no reason myself to buy ahead of H1 results. Might as well wait and see if IDP can hit a forecast for once?

[connor23] 20/11/2018 08:09

Boffster, if you lose exclusivity on a product are you really going to push it in the same way? Particularly one as niche as a tanner. The relationship with SD is changing and they have responded to that.

[muzmanoz] 20/11/2018 07:26

Luckily Boffster, nobody asked you or cares about your opinion. It's the slower period for self tanning sales in the UK it being colder. Why do you think skinny tan is flying off the shelves? Skinny tan will be in Boots for the peak tanning season.
Roots will help to level out the seasonality in revenue as it continues to grow.

[boffster] 20/11/2018 00:18

It will take a lot for me to get interested in IDP again. Forecast flat sales in H1 blamed on Superdrug 'de-stocking' is nonsense in my view. You don't 'de-stock' on a product if its flying off the shelves. And its months before Skinny gets into Boots anyway.

I think those expecting a very expensive shampoo (just had a look - most expensive at Tesco) to take off in any big way will find themselves disappointed.

[doc robinson] 19/11/2018 21:47

Roots shampoo and conditioner now available on Tesco website!!

[teddy boy1] 19/11/2018 15:57

The "mood" on this forum has improved this week.This is no bad thing as the doom and gloom was definitely been overdone! There is so much to like with IDP and with a favourable tailwind and a tiny bit of luck (which all businesses require) there is no reason why this company should not do really well and eventually make us all a lot of money.NY Boy is right -we should all stay focused and grateful that we have come across this investment opportunity

[ny boy] 19/11/2018 15:47

Retail sector in demand by investors, tidy turning, bargain hunters around, looking post Brexit landscape.. stay focused and ignore the noise & dyor as usual!

[teddy boy1] 19/11/2018 12:48

BACKPACKER - When you really like a company and its fantastic prospects and its share price is at giveaway levels you need to take full advantage so this is how I operate!