Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Hope you are right 58, i was thinking along the lines of Sycamore's bid.
Noggers
WTF you talking about
Blackrock buying at 148
It’s a bid of 180+
I don't think the ship has sailed yet 150 soon to be broken.
Hold on maybe 2 pounds is beckoning.
I think the the good ship has already sailed. IE missed the boat. May have to wait for a long time for the NEXT one.
I’m in at 1.32 with 5x leverage stop loss in place for 20% profit but obviously hoping we see some more action ??
It looks like the offer could be 145 just dropped to around that, we really could do with someone else putting a bid in because this could be the final bid from sycamore.
I don’t know, just saying the market/ traders seem to know these things and they’re normally spot on or catch the action earlier than us. I believe the first jump was the day / evening before sky broke the news of the initial interest. We don’t know what the third offer was but it seemed to find a price within a few hours of the market opening on Monday
Spud how do you know the bid is 145 I know it just dropped 15 minutes ago.
I believe they have 28.34 ish and then added 150 - 170,000 can’t remember if the the top of my head but they have 50,000,000+ million so still under 29%
So the bids up to £1.45? call me cynical but the city has been ahead on this from day one and they will track the bids like for like. No one can keep a secret in the city
Anyone know what percentage Tosca owns now in TED because don't they have to put a bid in for a company when they reach 30 percent
They have very little debt so if they really wanted to they could. But, with their current issues i agree they won't table an offer, they need to get their current assets performing. A Boohoo 1 year ago would definitely have tabled a bit imo
Boo Hoo will not buy Ted, they haven't got any money.
Tosca added again … wouldn’t be happy if Boo got their hands on Ted , two completely different leagues when it comes to fashion IMO.
Can only mean TED are seeing similar improvement in market conditions IMO;
Moss Bros to open new shops as men's formalwear brand bounces back from the pandemic in styleMen's formalwear brand Moss Bros plans to open new shops after earnings rebounded amid the company’s continued pandemic recovery. The firm, acquired by Crew Clothing owner Brigadier for £22million in 2020, was hit hard by declining demand for suits and smart shirts, and posted a turnover of £93.1million for the year to January, compared with a turnover of £128.3million over the same period two years earlier.
I don't know about BOO taking over Ted, they should watch out for amazon selling all clothes cheap, or maybe amazon might take over Boo, wish they would because i have a lot of shares in Boo.
The race to take over Ted Baker intensified yesterday as Marks and Spencer and Next were tipped as potential buyers.
The other option could possibly be BooHoo group- they bought so many brands that they've taken online. They are probably still embedding the others (Think they have Karen Millen, Dorothy Perkins, Warehouse maybe?) but could be something they'd at least have a chat about in the lift?
ALways feels to me that they are predominantly female fashion-led, so Ted could be a nice addition?
I don't know where the daily mail gets Ted is struggling.
£400m would be chicken feed for Next
I can’t see MandS jumping in unless they have paid the loan back to the government
Yes. I would be the one who said no to M&S and I still maintain that. Its not in their plans for growth, though I can see them selling their products as they have done with number of other premium names.
I did mention M&S as potential suitors some time ago but got shot down. With regards to 170 I can see the bod probably recommending it, however it's not to say the offer wouldn't be trumped as we know that there are at least two interested parties. M&S could also offer shares to instead of a cash offer or a combination of the two.
Tosca are the puppet masters here.
They will come out of this smelling of roses and are executing their gameplan atm very stealthily.
The media pals are softening up the LTH to think that 170p is a bid to go for.
HODL as this one has a long way to go.
As regards the Next / M &S article, at the end it says
"Shore Capital analyst Clive Black said any offer north of 170p, or £314million, would probably be put to shareholders."
"Next is not planning to get involved but did not rule itself out. M&S declined to comment."
Talk about a fine speculative piece under the heading
"M&S and Next tipped as bidders for Ted Baker after the struggling fashion chain puts itself up for sale"
I am surprised they do not make a headline grabbing story out of a single comment on the LSE chat and run with that too.
Or perhaps they will :)
https://www.google.com/amp/s/www.thisismoney.co.uk/money/markets/article-10689749/amp/M-S-tipped-bidders-struggling-fashion-chain-Ted-Baker.html
Getting more and more interesting