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Share Name Share Symbol Market Type Share ISIN Share Description
Innovaderma Plc LSE:IDP London Ordinary Share GB00BT9PTW34 ORD EUR0.10
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 39.00 38.00 40.00 39.00 39.00 39.00 57,454 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 10.1 1.1 5.5 7.8 11

Innovaderma Share Discussion Threads

Showing 23426 to 23449 of 23875 messages
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DateSubjectAuthorDiscuss
26/5/2020
11:14
Joe and Kieran seem to be steady hands at the tiller. No wild projections - just execution. More power to their elbow I say. This reads rather well: "April was a record month for Skinny Tan DTC sales in both the UK and the US. Skinny Tan online sales in the UK were up 63% over the same month last year. The Skinny Tan UK customer base increased by 21% in the four months since December to more than 710,000, with revenue generated from online up 10% over the same period last year. The US DTC market has performed very strongly, particularly benefitting from the relaunch of a number of leading Skinny Tan SKU's. The US customer base is up 50% from just under 60,000 at the end of December to more than 88,000 at the end of April, with sales up 324% from the same period last year. Furthermore, our sales through online beauty retailers which are separate to the Company's DTC channel has performed exceptionally well."
kemche
26/5/2020
11:05
That's because HC would be selling into it whilst doing interviews. Galling that he's still the one who has done best out of IDP.
muzmanoz
26/5/2020
10:58
Remember the days when HC was in charge. We would have had this positive update and the share price would have plummeted
57eady eddie
26/5/2020
10:18
Big shout out to Barry the fish for his insightful analysis. See post 22793
57eady eddie
26/5/2020
09:47
To do the same as last year in the present environment is quite astonishing really. It is the US prospects that really whets the appetite. ST still leading the charge with Nuthing hopefully bringing up the rear with SD launch to come. Cannot ask for more all things considered. I see the longs are manipulating these upwards. Grrr!
kemche
26/5/2020
08:10
I think that is spot on Adam re the operational leverage. I had anticipated this year being the one where we hit that critical revenue point where we started seeing a lot more dropping to the bottom line. Obvs Covid has had an impact on that but the DTC channel has proven the resilience of the business and hopefully we have taken mkt share during the retail shutdown.
connor23
26/5/2020
08:04
Very decent trading statement this morning - revenues at least flat on last year despite Covid-19 and a lot of the new products seemingly growing nicely or ready to be launched. The operating leverage in this means that, in my view, you could believe that they could grow to say 20p EPS over the medium term and therefore see a share price up several fold from here. Really kicking myself that I didnt bull a full position over the last couple months
adamb1978
26/5/2020
08:01
This is really promising news re the US, the sort we looked for when we first launched stateside. I always saw the US as a potential game changer and finally it seems we have some traction!
connor23
26/5/2020
07:54
Strong update, shops opening will boost the business further. Progress in USA is very encouraging. Really pleased under the circumstances.
frrinvest
26/5/2020
07:41
The opportunity for a US retail deal is getting better and better by the day with the recent growth of the US DTC channel. Major retailers will be noticing an emerging brand being sold online in the category and will want a slice of the action soon once Covid short term challenges start to pass. This could be a major piece of news for next FY if the BOD can land an agreement.
tallprawn
26/5/2020
07:21
Top up time. Before the herd arrives . A very good update in the current market .
doc robinson
26/5/2020
07:18
Strong update - All the clues were there and this should put a solid floor in the price now.Slow and steady share price re-rate back to three figures will do nicely now.
tallprawn
26/5/2020
07:14
Expect this to fly this morning ...ebitda of £2m near term , especially with news of sores reopening soon .
maqsud
26/5/2020
07:10
Absolutely fantastic ts. Well pleased with that! Under pinned now, great management in place, dtc flying! So pleased hc is long gone, onward and upward.
bigfrocks
19/5/2020
23:39
Possibly not, but I doubt it's a big seller. From memory superdrug and Boots together have between 70% and 80% of the total UK market. Doesn't leave much for the rest when it's spread out between multiple companies.I think our dtc sales will be up, but I think overall sales will be down. But we'll see in about 6 weeks.
boonboon
19/5/2020
23:32
boonboon - I take your point and you could be right about the market as a whole. Guess we’ll know for certain soon enough. But in the meantime, I wouldn’t be quite so quick to dismiss JL’s recent sales increase either. It’s not a product range they purely sell online BTW.
lord loads of lolly
19/5/2020
21:09
Maybe it's not a range they sell in store but only online as such the 40% growth could be down to the fact their overall online sales are growing. Or they're seeing growth as Boots and superdrug have stocking issues. I personally wouldn't normally associate fake tan with John Lewis, but presumably as I've pointed out already the more obvious ones Boots and Superdrug have struggled even with online sales.Let's say John Lewis were doing £1million in fake tan last year and Boots and superdrug £10 million each.John Lewis grows by 40% to £1.4 million.Boots sales decline by 30% to £7 million and superdrug sales decline by 20% to £8 million.Last year total sales were £21 million and this year total sales are £16.4million.So the total market has dropped by over 20% even though there's a good news story about a 40% rise.BTW these figures are arbitrary and made up to make a point. I don't have a clue what the actual situation is, just trying to point out that good news from a presumably lesser player doesn't mean it's good news across the whole market.Like I said I personally think we will have a drop in revenues this year, but will possibly see a bigger rise next year than we might otherwise have had. (due to tanning season being extended, less foreign holidays and a bigger customer list).
boonboon
19/5/2020
20:47
boonboon - thanks for joining some of the dots. Of course, the other question is whether TOTAL self tanning demand is up on previous years. My gut reaction would be no. But unless John Lewis added significantly to its tanning range this year, it looks like the answer is yes. Why else would sales there be up over 40% since lockdown, when their department stores have all been shut?
lord loads of lolly
19/5/2020
20:21
Boots will be down significantly. The majority of SkinnyTan products have been out of stock online. Presumably as they're prioritising more essential products. Even now 18 out of 24 SkinnyTan products are still out of stock. Superdrug has-been much better. They have had lots out of stock, but have more regularly topped up stock levels. Currently they have 6 products out of stock from 30.I don't expect we'll be doing much in store sales at the moment. Tesco is an interesting one as their stores are obviously busier so might be see some in store sales there. I think our Dtc will be doing better than last year it made up about 57% of sales last year. I expect it to be 80% to 90% this year. I also expect the likes of lookfantastic and Feelunique to be up this year, but nowhere near enough to offset the in store decline. I'm hoping for somewhere between £500,00 to £1million from the USA and anywhere from £10million to £13million overall. Looking forward the coronavirus could actually help us in the long run. Although overall sales are likely to be down I expect we'll have significantly added to our dtc customer base. So we'll be able to directly market to more people in future than we would have without the coronavirus. Also when shops do open up again and people can go out to see other people I expect sales will do well. Especially if people aren't going abroad on holidays this year. I expect this years tanning season to be extended and can see a good first half of the next financial year.
boonboon
19/5/2020
19:25
Bricks & mortar retail sales will undoubtedly be down. But online will be up. So the question is how efficient are online operations at Boots, SD etc. In the case of John Lewis, the overall impact on self-tanninghas been significantly positive.
lord loads of lolly
19/5/2020
16:34
Lolly i hope i am wrong. However, the evidence i have seen does not look encouraging. My local small Boots is operating a 1 in 1 out policy so is almost 100% prescription only ATM and city centres are pretty empty too so the big stores must be suffering too. As an example i think WH Smiths said they were 84% down in April v last year. Also all the retailers did big orders in Q3 so these will need to sell out before re-ordering. Finally IDP themselves said retail had slowed down in their RNS in April. I agree re DTC, hopefully this could have actually increased due to lockdown. SO whilst i don't think it's all doom and gloom - good DTC and big retail orders in Q3 etc - IMHO revenues will be slightly down on last year
shandypants2
19/5/2020
14:06
shandypants2 - Sorry, but I think you're wrong about ST sales since lockdown. On 8 May, BBC reported a 41% increase in John Lewis' self tanning sales since 24 March. See point 3 here: hTTps://www.bbc.co.uk/news/business-52561241 That'll all be online and the same should broadly apply to ST's third party retailers. Plus ST has a strong DTC channel, which others don't.
lord loads of lolly
19/5/2020
12:05
Eddie,whilst i agree with DTC sales hopefully H2 results won't be terrible (how many companies are making zero revenue at the moment?) just to manage your expectations i expect retail to be massively down in Q4. Logic is that Boots, SD etc did big orders in Q3 in advance of peak season and since then whilst still open social distancing has minimised retail sales, other than food. In terms of US and Australia , neither of these bring in big revenues (less than 10% of total revenue for IDP) and both are predominantly DTC only. South Africa and NZ are minimal - i expect less than £100k revenue a year. For example Roots has a SA website but as Roots revenues are going down guessing revenues are very low. On the positive no foreign travel could help ST sales in the UK. Overall i'll be happy with say £12m rev and c£1m PBT. Next year hopefully NUTHING will kick on and if Roots rebranding is successful 2021 could be a bumper year.
shandypants2
18/5/2020
20:33
A shrewd investor looking to double his money at a guess
dmk1198
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