Innovaderma Share Discussion Threads

[molatovkid] 31/3/2022 08:24

Let's be honest Innovaderma is going nowhere fast - COVID has killed holidays over the last couple of years

[parsons4] 31/3/2022 08:18

Looks to me like a good fit, worth hanging on for the deal to go through IMHO

[csmwssk12hu] 31/3/2022 08:13

Also just come across another that hasn’t moved yet VLG imho dyor

[csmwssk12hu] 31/3/2022 08:10

Too late to make anything here now, it’s other personal care companies who will piggy back off the takeover here, ITX could be one of them, it’s not moved yet today imho dyor

[se81] 31/3/2022 07:45

Very surprised by this mornings news- first CRL, now BAR- they obviously have a brand (skinny tan) that has value. BAR seem to be struggling to make any headway since the disposal of their manufacturing business and we seem to be making some progress here. Disappointingly no place for Blake Hughes in the combined company? Will be interesting to see if CRL come back in (given the offer is barely in excess of theirs from a year ago)

[shandypants2] 29/3/2022 16:05

Don't think H1 will give much good news - but hoping H2 progress can be shown e.g. Jan to Feb revs x% above 2021 etc. In H1 2020/21 IDP lost £1m and for 2021/22 we know revenue has dropped from £4.1m to £3.7m so the only question is how big is the lost. If marketing spend has been reduced (was £1.6m in H1 20/21) hopefully the loss will be much lower. Cash will also be important as IDP need to stop burning through it as they have done over the last few years. Broker has £12m rev for YE 30/6/22 so we need over £8m rev in H2. A big ask IMHO

[shandypants2] 24/3/2022 12:33

Is this sleeping dog slowly waking up? Hopefully H2 is seeing some of the benefits of the new strategy. I notice my local Boots has a big display for the new coconut water products and the wonder serum gradual tanner is another product extension. All step up for the peak tanning season

[lord loads of lolly] 21/2/2022 16:14

Yes we get the picture thanks. Not that it's terribly relevant anyway.

[zipstuck] 21/2/2022 11:59

Australia opens borders to tourists
hxxps://www.channelnewsasia.com/world/australia-fully-reopen-borders-covid19-tourism-2510291

[zipstuck] 21/2/2022 11:59

Australia opens borders to tourists
hxxps://www.channelnewsasia.com/world/australia-fully-reopen-borders-covid19-tourism-2510291

[zipstuck] 21/2/2022 11:59

Australia opens borders to tourists
hxxps://www.channelnewsasia.com/world/australia-fully-reopen-borders-covid19-tourism-2510291

[beetroot juice] 11/2/2022 09:39

Solid at current share price Moving into prime tanning time with everywhere once more fully open. Next update might surprise a few. Gotta be a Stong Buy at these lows.GLA

[donald pond] 09/2/2022 09:51

This time? Seems the pullbacks get shorter and shorter. Money shot soon?

[jam4u2] 01/2/2022 10:05

Yes, I saw that regards w7l. All cosmetics players look like they are seeing a return to normal and with Covid restrictions now lifting, then we should be in for a good few months here...

[gleach23] 01/2/2022 09:18

I like the buying that seems to come in recently in the 36-38p region.

Some wind in the sails from Warpaint's 'ahead' statement this morning too?

[donald pond] 01/2/2022 09:08

I think buy the dips is way to go here. Ward has a huge amount of skin in the game and the valuation is so small it won't need much to really get going

[lord loads of lolly] 28/1/2022 14:57

Selling off Amazon is a no-brainer for IDP, assuming it doesn't upset its traditional retail partners (Superdrug, Boots, Tesco etc). So far, Amazon customer reviews look pretty positive. And given the limited time ST's been on Amazon, there's a LOT of reviews, indicating strong sales. I agree with se81. The fact that Amazon sales have grown substantially month on month, despite moving into the off-season period, bodes well.

[se81] 28/1/2022 07:44

Yesterday’s AGM (and presentation) via investor meet company available- the sales trajectory via Amazon in the quiet months looks v interesting

[se81] 25/1/2022 14:16

The day to day moves here are bizarre- presumably an overhang for the MMs to churn through-any expectations for a further update on trading with the AGM?

[donald pond] 20/1/2022 15:54

Wonder if it's the Liberty Pool effect

[ishwar] 20/1/2022 15:41

Would be good to see a strong move with multimillion volume into ‘right’ price zone,like 70p plus onwards, for once

[jam4u2] 19/1/2022 16:44

Nice few buys today - the real spread is a penny higher on the sell side me feels.

[poacher45] 19/1/2022 15:55

Liberty was also in the Sun yesterday.