Innovaderma Share Discussion Threads

[eezymunny] 11/1/2021 08:17

No Molatov kid, it's a question of whether "women" will buy IDP products or some other products...

[molatovkid] 11/1/2021 08:13

The contrarian view is that this is a good buy IF you think women will want tans and people will still go on holiday once this COVID issue is over/reduced.

As that is highly likely then it's a question of patience (and balls of steel)

[bookbroker] 11/1/2021 08:11

To think this hit £4 in 2017 is astonishing.

[bookbroker] 11/1/2021 08:09

Probably better to to buying stock in THG., if you are interested in cosmetics!

[deccer1] 11/1/2021 08:08

Bubble bursting.

[eezymunny] 11/1/2021 08:06

So of course this is what happens when you invest in companies that produce little or no free cash flow, even in the "good times". All that CAPEX the rampy morons overlooked in their naive PE calcs comes home to roost as the cash runs out.

Thicko rampers will always be losers at this game, in the end...

[muzmanoz] 11/1/2021 08:02

Is Mark Ward going to be buying more shares. He seems to be supporting the company.

[bookbroker] 11/1/2021 07:58

The largest customers of Skinny Tan have been confined to their caravans and static homes, and movement severely restricted, so not surprising at the decline in sales. Likely applies to the sale of putty knives and mortar trowels alongside.

[muzmanoz] 11/1/2021 07:55

Is there anything that surprising in the update given lockdowns.

New CEO putting his stamp on things. The customer list issue had been putting off investors so good that it's going to be addressed.

It would be good to have some figures on the cash position.

Still opportunities there if the new CEO can start building some momentum. Skinny tan new products and international markets, relaunch of both roots and nuthing (with a new product line) and charles and lee expansion. Not all doom and gloom.

[samsung2020] 11/1/2021 07:43

Morning folks, not ideal update. Suspect we will see a sharp drop :(

[longshanks] 11/1/2021 07:23

Rather depressing update. New CEO looks to be doing the job though, so could see a strong recovery once the dust settles.

[bigfrocks] 08/1/2021 16:08

Results should be early next week

[gleach23] 07/1/2021 18:41

Rather nice 50k buy reported after the bell at a full 67p bodes well for the morning

[professor_zxie] 06/1/2021 16:51

Changed mind, this probably no good to short as projected to rise. Off this for now. Bye

[coldspring] 06/1/2021 15:39

Crack on professor. It takes all sorts to make a market

[professor_zxie] 06/1/2021 12:21

Maybe i will short it

[zico01] 06/1/2021 09:21

Overhang cleared looking good to go past 70p this time.

[deanowls] 31/12/2020 05:56

He is talking about the value placed on businesses such as this one.

I posted the below on CRL who I believe could get value out of IDP and certainly know how to engage with investors and deliver growth.

The question for me is who could they look to buy, obviously there are private companies that I am not aware of but could Innovaderma IDP be a good fit?

Has the skinny tan brand, a stable of direct to consumers, a hair dye brand, men’s grooming and a couple of lines that don’t produce much revenue.

They outsource production so there could be economies of scale and they are dealing in the same markets and customers.

Back of house synergies and fills in on product gaps in CRLs products.

Has a current market cap of 9m on sale of last year 13.3m.

Not here to ramp as I hold both companies but I was intrigued by the comments at the end of the presentation around the growth, products they wanted to infill and the want to go DTC.

[anony mous] 29/12/2020 21:51

From BBC News today.Read the rest in their Business section.Billionaire entrepreneur Matthew Moulding's Hut Group has snapped up online skincare firm Dermstore from US retail giant Target for £259m.

[zico01] 18/12/2020 20:08

I've also been adding to my holding over the past few weeks.

[doc robinson] 18/12/2020 19:30

50000 buy at close some one still stake building !