Member Info for shandypants2

ridiculous to link a TR1 with an imminent placing. Cash is fine until Q3 and recent spend without any trials will be lower.

Both Chinese and US deals will generate significant upfront payments so there are no short term cash concerns (and long term once one or both of these deals get signed).

If cash was a concern a placing wold have been done immediately after FDA approval and that was over 4 months ago. Similarly a director would not have bought a sizeable chunk only 2 months ago if he could have got in cheaper at the placing price.

How about some positive comments - STX has been a fantastic share. CEO has done exactly what he said he would do and share price has responded. Q4 for US deal - we are still in Q4.

https://simplywall.st/stocks/gb/household/lse-idp/innovaderma-shares?utm_medium=finance_user&utm_campaign=cta&utm_source=post&blueprint=931866

and this

https://simplywall.st/stocks/gb/household/lse-idp/innovaderma-shares/news/evaluating-innovaderma-plcs-lonidp-investments-in-its-business/

Some positive coverage based on ROCE analysis. I like the summary..
There might be better investments than InnovaDerma out there, but you will have to work hard to find them

sorry 1st line of post is missing - should say

Agree, massively frustrating BUT if STAR hit YE figures .......

agree STAR hit YE figures and 1st profit then that is steady progress and makes this share looks cheap.

Definitely think BOSCH could do well in 2020, such a big company and product has now been proved for air freight.
Progress on Lokies would be nice - had high hopes for this but no news since initial launch and orders in April.

We are now almost in Dec so year end is close - no mention of YE means we must be on target.

Agree JD - a small top up but any Director buy is clearly a positive as they know the pipeline and current trading performance etc.
Joe Bayer now has over 1% of company so not an insignificant number of shares.

CEO needs to get a move on then - massive drop today, does not bode well

Yep, more solid buying today. All looking good

Where did MM get 3m shares from to sell yesterday?? Can't believe free float is anywhere near that amount

1.3m share buy - cost c£2.6m! Wow - why isn't the share price over £2 if true!!!

Something is brewing. FDA approval RNS was a Friday - just saying!!!

things are moving forward - black Friday ATM - hopefully this will be better than last year, I've just received my Roots email offering discounts and Skinny Tan website is offering excellent discounts e.g wonder serum for a tenner!!
New choc ST in SD from next week (so initial order for 681 shops must be 6 figures).
New product (remember the share price reaction when Prolong was launched) will be launched Feb time next year and stocked in all 800 SD stores - so initial order c£250k.
38% revenue increase July to Oct this year etc.

However, as you say unlikely to be any updates until early Jan now and still some stock overhang from HC sell off.

Can't see this being less than £1 if profit targets are met for 30/6/20 even taking into account current low valuation on majority of retail stocks.

Keep the faith!

Have noticed a VR unit in the Arndale in Manchester for ages, but recently noticed the Immotion name and logo on the side.

Surprised IMMO would be selling via this route anymore unless they have already paid for the slot before the partnership model was announced.

Anybody tried or bought through this route?

I definitely think METS will be published tomorrow to coincide with the AGM, and I agree with you Shed the date of the AGM was positioned to ensure METS would be completed.

Firstly it will generate some (more) positivity in the room and also if not published LR knows 90% of questions will be regarding them.

Jim - you can't rush it piecemeal, that's the whole point of doing it piecemeal i.e. little by little.

As each scan has to be individually reviewed I can't see how else they can do it and they when all 80 individual scans have been analysed they will interpret the overall results to see if they are statistically significant.
This last part whilst it cannot be completed until all 80 are in will not take 10 weeks, and that's my point.

I also didn't say anything regarding over xmas - I still think it might be possible for results to come out prior to xmas but this will clearly depend on whether all 80 scans have been completed.

Yes seen it in a few shops alongside the regular Red Leg so all good there, struggling to see Blackwoods anywhere these days - Morrison was always best, but seems to have gone from there too.
Can buy it via Amazon but really need to see it in retailers otherwise it will just die

guessing it's being mothballed for the time being.

Website in Australia still active but according to company revenues are negligible - just getting rid of existing stock, I presume.

It may be launched as is as rebranded at some point but not for the foreseeable future, IMHO.

IDP has a lot on it's plate ATM so seems a sensible decision. Also part of HC's legacy - he expanded too much too soon. Now a sensible CEO is focusing resources on revenue earners, of which the existing 4 (soon to be 5) brands are.

a nice, steady rise over the last few days. All good

Things slowly progressing and the outlook is definitely better than a few months ago however cash is king and if Q4 2020 breakeven is still on the cards then another placing will be required and at a much lower price than the last one!

or for balance ... things developing but expect delays, hence we raised some money.

1. Japan negotiations progressing but could take a while
7. (where's 6?) - although we've had it in writing the £2m owed for past 6 months has still not been paid and we are unsure when this payment will arrive.

This says Q1 will be interesting, but not expecting much before xmas now

They've only just had a placing. Money is fine

could LRs plan be to complete the announced drilling and additional works in early Q1 2020, to increase/firm up the assets and then do an EUA type RNS stating we've engaged a company in order to commence a sells process .

Just a thought!