Innovaderma Share Discussion Threads

[hamidahamida] 15/11/2019 08:59

No mate totally new category launching in a market worth 80m that has not received any innovation for years and Superdrug were so excited about this products potential they took exclusive rights to sell it in their 800 stores straight from the launch

[tallprawn] 15/11/2019 08:54

It's not Charles & Lee - It's a new category of product yet to be announced.

[backpacker] 15/11/2019 08:46

That's Charles & Lee brand they are having in the 800 stores

[hamidahamida] 15/11/2019 08:01

Kieron discusses the potential of The new category launching in Superdrug's 800 stores https://youtu.be/cShUljwi01M

[kazoom] 14/11/2019 21:35

Were you in the MelloBASH session JakNife?

[kirk 6] 14/11/2019 19:47

Should be back above 70p tomorrow

[solarsurfer] 14/11/2019 18:38

I think we need to stick with this one a while longer.
Prices have returned, and my feelings are that they will increase, and soon.
Not gunna put a price on em, but worth staying with till at least the new year, poss a bit longer.

Been doing a bit of research on FGP. Yup, I lost some money on these guys, so doing a full research on em to see what to do. Cash in or stay for the long term. They have tons of debt, but they also have tons of assets. Interesting business to research. Ill post results on that forum

[spoonfed1] 14/11/2019 13:17

SP recovering well. New Chairman is the silent achiever. Has managed the money well and now the business ? Callan will work well under the new regime. Keeping in the bottom drawer.

[coldspring] 14/11/2019 13:15

You did buy then but are now all shy. Ok no worries.

[coldspring] 14/11/2019 12:42

Crikey jaknife, are you ok? Did you buy in here? Never known positivity from you before.

[northwards] 14/11/2019 10:23

Feels like the overhang is clear.

[solarsurfer] 14/11/2019 09:33

Yup looking much better now !

[hamidahamida] 14/11/2019 09:17

Well 7 weeks to clear the overhang by then next YE Xmas trading update around 10th Jan should rocket the Sp as we all know business is growing at 38% along with update on new category

[dave4545] 14/11/2019 08:58

Overhang almost cleared this morning. Been easy to buy for around mid price or under but now it's almost full 60p offer to buy.

Should push on to 65-70p, perhaps another director buy a little bigger to be announced

[tallprawn] 13/11/2019 21:30

Excellent update from Kieran this evening at Mello - Great to see him take time out of his schedule at short notice to address those attending.Plenty to be positive about here in the short to medium term - It's very refreshing we have an approachable and engaging CEO, leading the company with a clear strategy to be executed over the next 1-2 years.It's a no brainer to buy at these levels with the current valuation.

[shandypants2] 13/11/2019 20:33

Eastbourne - i agree that cash has previous been an issue with this company, however, as you've quoted a 3 year period please remember that HC was CEO for the first 2 years of this period. KC took over in approx Oct last year and i don't think it is a coincidence that cash has been managed much better in the last year.

So whilst you make a valid point i don't think you have joined the dots - maybe HC was the problem - great ideas, poor execution. KC has the track record to take these products forward in a way that maybe HC couldn't.

In H1 last year IDP lost £400k - let's see how things look next Jan (less than 2 months away) to see if the company is struggling. A 38% revenue increase for first 4 months suggests not

[boonboon] 13/11/2019 19:01

Sounds positive, any interesting updates from Kieran at all?

[mannymif] 13/11/2019 18:57

It went very well. Kieran was in the audience too ( he bought his own ticket) and got up and talked about the company. I sold on the day of the AGM and I have bought back in in twice the size since HC has gone.

[boonboon] 13/11/2019 18:55

Hi, was this discussed at Mello in the end? If so is there any feedback on how it went?

[ileeman] 13/11/2019 18:28

Started buying a few not hard to see the value here.

Large seller created the drop in share price post good trading update, it will rise again.