Innovaderma Share Discussion Threads

[hatfullofsky] 22/3/2019 05:40

Nice display but not much stock on it

[tallprawn] 20/3/2019 21:52

It'll likely take a few days for all stores to get the stock out on display. I'd expect all to have stock in place by early/mid next week.

[tallprawn] 20/3/2019 20:27

Boots ST stocking is underway. Check this display out. https://twitter.com/jam4u_75/status/1108451185974038529?s=21Very eye catching and a great job done by IDP/Boots. New and exclusive ST products to Boots on the top shelf.Looks great and should drive significant sales.

[doc robinson] 19/3/2019 22:00

Face by skinnytan new products for sale on website and wonder serum climbing the best seller table"!

[doc robinson] 19/3/2019 21:54

Hopefully off to the races soon.

[jam4u2] 19/3/2019 20:19

I went into Swindon Boots today an dthey were building out teh shelf dispaly and have the stock in-store. They did say to me another hour or so and it would be built. I am hearing all Boots should have it by tomorrow.

Sheffield Boots is doing a speacial launch paryy and Skinny tan with Specialist Tanners will be there too.

We are off boys n gals.

[boonboon] 19/3/2019 12:26

Idp have their DTC stock and retailer stock in different systems. I don't buy the deplete stock to make it look like it's selling scenario either. It's not like amazon where it says only 5 left buy now.You physically have to put it a quantity over the stock level to find out what it is. Not something the average customer would do to see if they can hold off ordering.

[lord loads of lolly] 19/3/2019 11:55

tallprawn - thanks for the explanation, though I remain unconvinced I'm afraid. Many websites automatically adjust inventory levels, reflecting multiple calls on their stock from the various marketplaces & retail outlets they're in. Some will also manually adjust inventory levels to make it look like stock is running low, encouraging 'panic buying'. So I don't think you can conclude anything from this in terms of DTC sales.

[kemche] 19/3/2019 10:22

4 new products developed in-house and launched without any of the previous hoopla. Certainly a welcome change.

[tallprawn] 19/3/2019 09:40

You can track how many units are being sold if you build a basket up and periodically refresh it. This only works for some products - It depends on how the item is setup for sale and what stock inventory is loaded. It's a reliable method so the information is good.

[lord loads of lolly] 19/3/2019 09:24

tallprawn - I am a holder here and this may be a silly question. But how do you know "solid performance yesterday with Wonder Serum via DTC. Over 300 units sold"?

I've been on their website and can't see anything to indicate how many units they've sold for any given period. Nor would I expect to!

[nobbygnome] 19/3/2019 08:55

Chart looks good for a breakout to 120p as a first target!

[tallprawn] 19/3/2019 08:09

Another solid performance yesterday with Wonder Serum via DTC. Over 300 units sold which is ahead of my expectations for a Monday.

[conversev2] 19/3/2019 07:12

Hi Glavey, in my opinion most growth companies tend to trade on a much higher multiple to P/E. But based on the guided numbers already in the market, they could be to closer to £3m profit, if they hit of course. On another positive note I see that boots online have now gone from 14 SKUs to 23 as of today. I'm assuming this must mean more frequent and larger purchase orders.

[glavey] 19/3/2019 02:24

"It’s a P/E of 10 at current levels."

Thanks, so circa £1.5m profit per annum then, I take it.

[ny boy] 18/3/2019 23:57

All good here, happy invested sub 100p

[frrinvest] 18/3/2019 11:31

Bought a few more but marked as sell.

[tallprawn] 18/3/2019 08:40

There's the Finncap buy order - 35k purchased.

[jam4u2] 17/3/2019 22:34

Evening folks.

It's show time guys - SkinnyTan launching in Boots this coming week. IDP will more than double their retail footprint and will now have exposure to where 80% of the UK fake tan market is sold through. At 1 times revs and 10 times p/e ratio this is stupidly undervalued. I wont even talk about future growth and p/e ...

Just watch.

[gleach23] 17/3/2019 21:34

Thanks for the updates tallprawn. I think the sentiment and momentum pendulums are beginning to swing in our favour for the first time in over 18 months.

Chart climbing nicely too - £1 ought to be a distant memory before long. Fingers crossed!

[doc robinson] 17/3/2019 21:02

Sounds like we may have a very positive week hopefully!

[tallprawn] 17/3/2019 12:47

I've been buying regularly since mid 70p's. If H2 forecast is delivered, 150p-170p is fair value I believe. Sales of the Wonder Serum are going well also today - The coconut mist offer is close to selling out now also. I'll post an update this evening on numbers.

[doc robinson] 17/3/2019 09:14

It's moving up the leaderboard for bestseller on boots online as well tallprawn.Top up before herd arrives?