Innovaderma Share Discussion Threads

[basem1] 09/1/2020 12:50

That is why we have a filter button

[anony mous] 09/1/2020 12:28

Loltroll experts are out today.

[boonboon] 09/1/2020 12:20

It's been answered before. He's an entrepreneur and felt like the corporate world was holding him back. So he wanted out to concentrate on other projects.

[kaka47] 09/1/2020 12:13

No one has answered my questionIf as you bulls are saying company is going all guns blazing then Why HC dumped all his holding at 54pOr was it a window into future problems ahead, hence HC jumped...Think about it

[boonboon] 09/1/2020 12:13

Retail is just under 50% of sales. So they're hardly struggling. They compliment each other both have different benefits and risks.Having both doing well derisks us.

[kaka47] 09/1/2020 12:05

Kaka was famous Brazilian footballer man city tried to buy for 100 million

[kazoom] 09/1/2020 11:53

"the primary concern remains converting DTC into third party retail."

Why?

They make much higher Gross Margin on DTC than they do on third party retail.

And whilst there have been concerns about how they capitalise DTC acquisition costs, as they start (hopefully) to make more and more repeat sales through DTC, this should abate as an issue.

[wton1] 09/1/2020 11:51

10p coming here

[tongostl] 09/1/2020 11:33

Growth all round here, spending all cash generated on promoting the company is an excellent strategy, exactly how Amazon got to where it is today. I will be expecting a big jump in ROCE and ROE over the next 18 months. At 70p< this is great value.

[teddy boy1] 09/1/2020 11:14

Sorry .Could not resist it !

[ihatemms] 09/1/2020 11:12

Never keep to your word do you Teddy. Lol!

[teddy boy1] 09/1/2020 11:10

This is definitely a share to TRADE ,not to hold.These are clearly the only people making money on it BUT at the expense of genuine holders.All water under the bridge for me now but proves what I had been suspecting !

[jackson750] 09/1/2020 10:47

The issue remains DTC accounting for the majority of revenue. As things stand, goodwill value of DTC sales (and associated "customer lists") is questionable - and the primary concern remains converting DTC into third party retail. The ~£10M market cap doesn't seem that far off; they will no doubt continue with DTC and related sales-marketing - but it remains a distraction. Either focus on (the products and) product-marketing or focus on retail-type sales marketing; not both. They're really not the same thing. Almost anyone can get some fake tan manufactured; stick it in a fulfilment centre; create a website and hey presto! They are now a marketing company optimising their online spend to sell their product. Unfortunately given how hard it has been to get people to buy the product in-store, even after they've bought direct, it seems that the product itself just isn't good enough to get past the DTC marketing stage. And for that reason; the long-term growth of skinny tan must be carefully analysed without bias. Growth becomes a somewhat-spurious punt on whether the other products will take off better, or end up going through the state (NHS for prolong; etc.), which is at this stage not yet likely or certain. It won't fall to zero but without getting past the majority-of-revenue-from-DTC sales (and the sales marketing focus) any upside will be limited.

[callmebwana] 09/1/2020 10:27

LOL Costax, I am holder there,I have not sold out yet.
ORM has been stolen by Oaktree for peanuts!!ORM also have a gold and a copper discovery that has been up for sales for yonks !!
This is a Casino the AIM, a Casino probably has more rules the the AIM market !!

Oh,the word Kaka is usually used to address a young or a little boy :0). In another language :0)

[costax1654x] 09/1/2020 10:12

Anyone noticed ORM ?Gold asset in Salamanca and 5 mil £ Cash,no debts, for 3 mil mcap!

[bookbroker] 09/1/2020 09:30

Caca to be truthful, but in other languages it is Kaka.

[bookbroker] 09/1/2020 09:28

Does Kaka know the French for doing a poo!

[anony mous] 09/1/2020 09:24

Lol kakaAmazing lack of brain cells.

[kaka47] 09/1/2020 09:22

Massive Red Flag Why did X ceo dumped all his holdings at 54p

[kaka47] 09/1/2020 09:21

Too many shares in free float

[connor23] 09/1/2020 09:08

Good to see you back rawnsley!

[rawnsley] 09/1/2020 08:48

Finally bought back in. Reads well, and no dodgy chairman anymore.

[hamidahamida] 09/1/2020 08:33

Going blue

[someuwin] 09/1/2020 08:25

Worth a punt at these levels imo.

[bookbroker] 09/1/2020 08:23

Just a sceptic, lost money on this one two years ago, since then traded it as a short-term play, but I wouldn’t be the first and only one!