Innovaderma Share Discussion Threads

[frrinvest] 21/2/2019 07:18

Outlook is brilliant as record growth is expected. Also new products and huge no. of stores selling their products. Looks a very bright future to me. Onwards and upwards, buy and hold imho.

[hatfullofsky] 20/2/2019 22:33

Results will be poor as per the update but the main news will be the orders from SuperDrug and Boots and the recovery of DTC. More failings and down we'll go

[hatfullofsky] 20/2/2019 22:32

FOOT !? HahahahahJD only in it so they can take it over when it fails.

[hatfullofsky] 19/2/2019 09:21

one review on Boots.com (13 skinny tan products)




18 Reviews for Roots

[hatfullofsky] 19/2/2019 09:12

Doc - can you evidence that ? Would like to see with my own eyes

[doc robinson] 18/2/2019 15:46

Skinny tan products rising in boots online best sellers for fake and gradual tan since launch earlier this month . Time to add a few more at these low prices.

[hatfullofsky] 18/2/2019 15:20

Can't add a picture.

Boots in Burton 18/02, no Skinny Tan but a sign in between all the other self tanning products that read "SKINNY TAN coming soon, available for next day order and collect from 1st February 2019."

[therealapplegarth] 18/2/2019 12:47

F OFF ! then teddy bear you deramping pig !

[kemche] 18/2/2019 10:03

Oh god! Not again surely?

[teddy boy1] 18/2/2019 09:35

Good luck to everyone for Thursday .I am still waiting to see before getting back in

[doc robinson] 17/2/2019 20:20

All will be revealed thursday should be a very interesting week .

[carlo sartori] 17/2/2019 20:00

Agree with your analysis foolishben - the market is NOT pricing in an expectation of 10m in H2.

Carlo

[foolishben] 17/2/2019 15:39

Jovi1 - They estimated revenue of £14m in their trading statement on 19th June 2018 and then we had a trading update on 10th Jan 2019 confirming a rather disappointing H1 revenue of £3.9m. That would mean they need to deliver over £10m in H2 to hit the £14m, with the Boots rollout not taking place until halfway through H2. I am pretty sure the market has priced in an expectation that this will not be hit and I believe a relatively near miss would be very well received by the market. If the market believed the we we're on track to hit £14m (approx 30% revenue growth), I believe we would currently be trading at a much higher multiple. The important thing is how well our products sell across the increased network of stores and we will need to look a little bit beyond the current H to fully understand that.

[jovi1] 17/2/2019 13:37

Foolishben

if they revise down to 12 mill i think will tank and i will be the first to sell out, having said that i was thinking that 14 mill was conservative .
my biggest worry it is if it is true that Root is doing well how bad is ST doing to balance the overall decline in sales.
so when we are saying completely stagnant revenue the reality it is a big drop on sales of core product and that cannot be good

good luck you all

[foolishben] 16/2/2019 13:16

I'd even be okay with a revision down to £12-13m. That would still represent very solid growth given we are on a PE of <10 and we all know the big growth will come once the products have been rolled out across the 1305 Boots stores in late Feb / early March, in time for peak tanning season. Feels like we are currently priced for a complete stagnation in revenue growth so in my opinion, an improvement of 10-20% on last years £10.7m would be a good result given the tough H1.

[connor23] 16/2/2019 12:48

All I want to hear is FY figs (£14m) reiterated and I will be a happy man!

[doc robinson] 16/2/2019 12:24

Looking forward to some positive news this week .

[ny boy] 15/2/2019 13:03

I have been accumulating and remain patient for good growth over the coming years, 200p+ by 2020+

Plenty of opportunities post brexit imo

[conversev2] 15/2/2019 12:48

Hi Tallpall.
yes agreed, like all stocks, they look to the future earning, so im expecting a positive outlook.

[tallprawn] 15/2/2019 12:37

Hi Converse, we know the high level H1 numbers already... It's the outlook statement that is important for next week for H2.All Boots ST stock order purchases will be in H2. I doubt we'll get specifics at this point on what the initial value is.The key point to remember about Boots and fake tan is their volumes with St Tropez. Boots annual sales are well in excess of 10 million on St Tropez alone... The big prize for IDP is to take share away from St Tropez in Boots. This is the potential game changer for H2 alongside all of the other growth areas - Prolong, C&L, Roots, Hair Helmet etc..The current share price really is well oversold given the size of the potential available in the short-term. Good luck getting your order filled today.