Innovaderma Share Discussion Threads

[doc robinson] 30/4/2020 12:05

Wait for the offer approach news

[bennya] 30/4/2020 11:51

Anyone know whats causing the spike today. Not much volume so any other rumours floating around?

[mad foetus] 30/4/2020 11:20

There was Ariadna, a director of one of RBs property cos who took a notifiable interest last month

[doc robinson] 30/4/2020 11:15

Maybe Cussons will make a opportunist offer!

[bigfrocks] 30/4/2020 11:02

Still got a long way to go!

[kemche] 30/4/2020 11:00

Hmmm......

[longshanks] 30/4/2020 10:43

All well and good tailprawn, but ST sales are still dwarfed by the sales of these top brands. PZ Cussons is a huge business and may be behind the curve on DTC marketing but even their reduced sales will dwarf those of ST.I am not dissing ST and/or its prospects; just trying to be realistic.

[tallprawn] 30/4/2020 08:51

Anything higher than the 120p options that the BOD have in place as a bare minimum.

[doc robinson] 30/4/2020 08:22

Take out price?.

[tallprawn] 30/4/2020 08:20

That is the risk currently. All of our competitors have no meaningful DTC offer which is our prized asset currently.ST is out performing all other Fake Tan brands currently by a long way as we can connect and market to customers directly. All other brands are relying on retail stores for their sales.

[doc robinson] 30/4/2020 07:51

Buyers appear not surprisingly at this very low market value,would not be surprised if a approach is made by one of their competitors in the tan market ?

[longshanks] 27/4/2020 17:02

I bought a few shares today to join this lovely quiet board. Looks pretty cheap to me.

[teddy boy1] 23/4/2020 14:06

Has anyone noticed that with IDP the so called "leg ups" are very soon followed by "leg downs".Why should this time be any different?

[basem1] 23/4/2020 11:48

Back to 59p on this leg

[basem1] 23/4/2020 11:38

Some large buys here guys

[basem1] 22/4/2020 13:20

My word the chart looks appetising for the next leg up I already have my allocation so I dare not push it Every time I go big on IDP it disappoints

[lord loads of lolly] 17/4/2020 21:17

tallprawn - I see that FB message re: delivery times as slightly more nuanced. IDP’s DTC sales should undoubtedly be well up. But Royal Mail & other couriers are struggling due to a general online shopping migration. So part of the potential delays are down to logistics rather than pure demand. And an element of IDP’s message is - sensibly - to cover their backs.

[basem1] 17/4/2020 09:39

Not quick enough for me though

[doc robinson] 17/4/2020 09:36

Starting to tick up !

[basem1] 17/4/2020 09:06

Stock is tight again after the 44000 buy yesterday

[tallprawn] 16/4/2020 10:22

I see it as good for IDP as they don't have a DTC offer and rely on retail stores sales mostly. Customers are buying online and that's where our DTC will help us see out the rest of the year. I doubt the uplift we'll get in DTC will cancel out our losses in retail but we'll certainly do a lot better than St Tropez, Bondi Sands and Fake Bake etc who all rely on dominant retail store sales. This period will make us even more attractive as an acquisition target given the strength of our DTC channel which is way ahead of the rest of the sector.