Innovaderma Share Discussion Threads

[tallprawn] 25/2/2020 22:15

Did you go to the presentation tonight then if you’ve got such a good handle on this...? I very much suspect not...

Another new Advfn profile created by a clown with no credibility.

[boonboon] 25/2/2020 22:15

Over half their turnover is from their dtc business so hardly reliant on retail space as much as their competitors.

[muzmanoz] 25/2/2020 22:11

I do not mix up the terms profit and cashflow. But again positive.

[mbcontrarian] 25/2/2020 22:07

Incorrect, I believe in investing in real assets, not customer lists (for a commoditised product) or shelf space - no competitive advantage...

[mbcontrarian] 25/2/2020 22:05

Your assuming the accounts were being given are correct. I'm not. Look at cash...

[muzmanoz] 25/2/2020 22:03

Apart from the fact it's made a profit for the last 3 years. Good research.

[jonny_five111] 25/2/2020 22:03

If everyone thought like that you'd never have any new successful businesses

[mbcontrarian] 25/2/2020 21:57

This stock hinges on stories, hopes and promises - in the face of fundamental business performance. In the end, stories need to deliver and this business is showing no signs of achieving a profit.

The rational that the business is reinvsting profits is a dangerous thought. I would imagine InnovaDerma's competitors are waiting on the sidelines as the company overpays for retail space. In the end a minnow like IDP cannot compete with the likes of Unilever. They simply dont have the resources.

[mbcontrarian] 25/2/2020 21:47

Anyone visit the event and see the company present this evening?

[mbcontrarian] 25/2/2020 21:39

This will go to zero, they will run out of cash in the next year and will need to raise capital (doubt the banks will back them..) - likely equity as they will have no intention of returning any capital. Ever.

[jonny_five111] 25/2/2020 21:36

But bothered enough to keep posting.

[jonny_five111] 25/2/2020 21:26

Good luck with your shorts chaps!

[backtogo] 25/2/2020 21:15

top up top up LOLline up the lambs at the slaughterhouse, jam for you tomorrow (or never) his big recommend LOLOL40p

[tongostl] 25/2/2020 21:04

60p tomorrow and it's top up time. Great results today with FY results looking to be the companys best performance to date. Reinvesting all profits it's an excellent strategy for future growth and profitability. Roots looking to be re-marketed will also give us an extra boost in h2.

[sammyshares] 25/2/2020 20:53

60p tomorrow

[jason_scrap] 25/2/2020 20:10

Spot on! They've managed to create an entirely new product ready for sale in 800 stores on they're existing cashflows. No debt increase or equity. Today's sell on news brigade just got carried away with the general market downturn... low and behold the trolls have turned up lol

[jonny_five111] 25/2/2020 19:51

I'd they had taken on massive amounts of debt to launch new products you may have half an argument....

[jonny_five111] 25/2/2020 19:49

I dont get what is so difficult to understand about investing profits into new products. That's what growing companies do! People would moan they just sat on their laurels if they relied on Skinny Tan without diversification. H2 will start to show payback on the investment. Blimey. Pray tell how they are expected to grow the company without reinvesting profits oh business guru?

[teddy boy1] 25/2/2020 19:46

I did warn you!

[backtogo] 25/2/2020 19:02

Whoever keeps telling people this was a good buy needs unfollowed immediately.