Member Info for Jam4u

Agree re profit-taking will happen along the way, but I also do think with the way news flow is now lined up for rest on 2017, the selling will be soaked up by the market. Although, I am naturally an optimistic and positive-minded individual. I have a decent amount that will be held into next year. A good point you raise is around profit margins. This is key IMO. I have no doubts about the growth trajectory here in terms of revenues. However, while we know Gross Profits is over 50%, we dont yet really know NET profit margins. I feel IDP need to demonstrate Net profit margins between 5 and 10%. As they go forward, Net Profit should increase since customer acquistions are where most of the spend will likely be spent. Once they have the customer acquired, I would like to think that some of the GP should transfer across to Net Profits and so with that, we should see growth in SP as the business grows and with that Net Profit. Out of curiosity, what did you forecast for the end of year sales?

Reet, In no specific order here is why I think we will see £4 and possibly nearer £5 by end July. 1. There has been a steady seller over the last few weeks. Today's actions suggest the seller is done or nearly done, thus making this free to run its course, which after the AOS news should I feel be around £3+. 2. There now also appears to be a steady buyer too and I dont think s/he is done yet. The above is relevant, but personally, I am not too bothered about as I plan to hold for longer term anyway. 3. ASOS deal kick in next month, so that should bring an uplift to sales and bring new profile to SKinny TAn and IDP's share price. 4. Since the ASOS announcement we learnt that IDP have released into Superdrugs a Skincare moisturiser by extending the SkinnyTan brand. This is going better than Mgt's expectations (whatever that is). Reagrdless of Mgt's expectations, this was extra to what we knew anyway. 5. There may be a monthly sales update RNS in the interim and I am expecting IDP to confirm at least one more if not two more ercord monthly revenue figures 6. In July the StevieK Cosmetics range should be getting launched 7. During the summer IDP are expecting approval of teh Headmaster Hair Loss Treatment helmet from the US FDA. This is a market that globally is worth something like $6Bn! The product itself should be launched in Q4 this year. 8. Last but not least we get end of year trading figures in July, which for me will be at or around £8m. That would be strong growth and yet we have all the newsflow above to come. 9. At £4 IDP would have a mcap of circa £42/3m and with teh future not priced in, then I really dont see why more than £4 is not possible.

$1.3Bn market this year, and 1,4 next year. Over 50% of that is concentrated in the US between 114m people. Guess where IDP launch the product .... This is why I am holding these tickets well into next year.

Try tomorrow and this week at latest. I am watching footy at the moment, but will explain why later.

Its a promo with Marie Curie - to raise money on a limited 'Rose Gold' brand 7 day tanner. All good and excellent work to re-enforce brand of SkinnyTan and raise money for good cause at same time!

According to SkinnyTan f/b page a BIG announcement coming at 12 noon tomorrow. Looks like its a cosmetics range possibly going by their 'teaser'. Oh and it didnt escape my notice that it was posted at 6pm and so after market close!

I make that at least one launch every month now up to Aug, and then another two if not three to come with Charles & Lee, ProLong AND Headmaster Helmet product. The below has been borrowed by a poster (BoonBoon) from another chat room: Jun - ASOS rollout SkinnyTan Jul - @StevieKCosmetics launch Aug- Haircare range in 400 Superdrug Jul-Dec ProLong & Headmaster launched Of course we will have end of year results in July too. I am expecting around £8m revs then. W7L is still rising and is now mcapped at £180m on audited revs of £22m. With IDP's launches coming, I am struggling to see how this wont be producing over £15m revs by end 2018, if not nearer 20m. And IDP's mcap is £33m at the moment!!!

Unfortunately, I think its LSE blocking it out.

Unfortunately, I think its LSE blocking it out.

W7L is now valued at £175m!!! So, updated the numbers below .. IDP Rev = £8m min; mcap= £27m (IDP is est & ASOS deal starts Jun) W7L Rev = £22m; mcap = £175m now! W7L has 2.75 x IDP revs, but mcap of W7L is 6.5x IDP.

suggests that retailers have approached them re their Stevie K brands!!!! https://www.**********.co.uk/blogs/780-innovaderma-idp-russ-mould-on-crw-ths-bur-simon-french-alan-green-on-dfx-avo/

Good exposure earlier this year in Evening Standrard too! http://www.standard.co.uk/shopping/esbest/beauty/bath-body/7-of-the-best-fake-tans-a3434046.html

Daily Mail coverage comparing fake tans. SkinnyTan included and against the established brands. Skinny Tan came out very well indeed. http://www.dailymail.co.uk/femail/article-4505528/Fake-tan-revolution.html

Even ST Tropez which was 'just' a fake tan Co was bought for £62.5m way back in 2010 with revs of £20m. So, with inflation etc at today's prices it should be higher at least a very conservative £70m. Now IDP has more than just Skinny Tan which is growing fast anyway, has ASOS to kick in yet, US to kick in yet (as growth not really started there yet). It also has FDA approved ProLong, To be FDA approved Head master. Both of these are to launch in Q4 of 2017. Then there is Charles & Lee Men's moisturising cream and the one I really like is StevieK Cosmetics. All of this as far as I am concerned is not even priced in and nor is any future growth.

Well, W7L is now valued at £160m and we at £30m W7L revs= £22m and IDP revs are at £8m min. (estimated for this year) W7L is 7.2 times revs & IDP is 3.75 times revs

Nailed on IMO. I reckon MM's clearing last of overhang from the seller, and this should be back on its way to £3 IMO.

This undervalued with ASOS to kick in yet: IDP Rev = £8m min; mcap= £30m (IDP is est & ASOS deal starts Jun) W7L Rev = £22m; mcap = £150m W7L has 2.75 x IDP revs, but mcap of W7L is 5x IDP.

Holdings RNS out - so nothing to hold the sp back now!

IDP mcap = £30m around these levels. Revs for this year is expected at around £8m Question mark around Net Profit Margins, but just around how much. Hoping for 5% with each additional revenue growth help to improve that. The above doesn not include (which is further upside): - any ASOS uplift as this wont kick in till at least June from what I understand. - any new launches in July (Stevie K Cosmetics to launch in UK) - ProLong and Headmaster launch from Oct to Dec (Calendar Q4 & IDP FY Q2) - To my mind US not yet cracked with SkinnyTan (ASOS will help there) - Leimo Hair Care to get promo treatment once Headmster is launched too. Now compare that to W7L which announced end of year results today. Revs of £22m audited and £27m unaufited whatever that means). Profit of 4.4m. Mcap of £135m. So W7L revs is no more than 3 times IDP revs, yet mcap of W7L is 4.5 times IDP. And we have growth to come in IDP. Summary conclusion = IDP for me is undervalued against all reference points that I can think of.

lully???