The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Sector fears after Joules debacle.
Don't know what the hell has happened with this, any thoughts anyone?
Based on the relentless selling down trend in SP I think that's what the market is expecting. My worst performer now!!
Not in it thankfully
But any thoughts on a possible read across to TED? Seems like a bit of a minnow in comparison, but the issues it’s cites will surely affect TED.
Hopefully good news, web and moving out of last covid wave will help take us up again
Trading update on the 23/2 and the website should be live then as well - all happening on the same day :)
Where’s the new website ?
Bring forward trading update - surely good better than expected news
I was long this at ~1.15. I sold half at ~1.65 and the other half right at the peak ~2.15/
I've recently bought a little bit.
I wasn’t a holder at the time but I think there were accounting irregularities relating to stock iirc.
As long as the markets behave reckon we’ll make a slow rise to 110-120, if results better than expected, back up to 140
If you look at the other retailers in this space and online retailers we are all down 12-14% over last two weeks. Ted oversold and lowest position since pre pandemic and the most undervalued. When people realise this they’ll pile in looking for a bargain. Maybe too late for them however if Tosca or founder buy out first
"Makes me wonder whether there are any undeclared short positions on TE"
They only need tiny short positions to produce serious drops and these shorts don't need reporting when they're under the threshold. For example, the shorts on Royal Mail are less than 1%, but they've managed to produce a 15% drop. They do it be recyling the shares over and over again. It's not just the single selling of a share... It's an algo.
Makes me wonder whether there are any undeclared short positions on TED (I think they would be mad at this level and with the number of IIs invested, but you never know), selling into any rise.
Good find. Let us see if it gives TED a nudge in the right direction.
https://www.lse.co.uk/news/uk-retailers-see-glimmer-of-hope-for-shop-vacancy-rates-i2fyds1py82kwuw.html
People are fed up of being stuck indoors, shopping used to be one of those things people did for a day out when flush with cash or buying stuff for a holiday
The other point to be made is that there were only 45m shares then. Now there are circa 180m. So, what were really talking about is a return to £6.50p, which is never going to happen.
However, TED could quite reasonably be worth 800m - £1bn, if it’s seen to be growing and profitable. So more like £4-5 max in my opinion.
TOSCA May take it private first. My guess is that they’ll do so at the first sniff of a return to profit. Otherwise it’ll simply get too expensive and they’ll sell down their stake.
Just my thoughts for what they’re worth.
Cureboy, Thanks for your reply
GL
I think not because vultures are circling in the form of Toscafund. Takeover most likely outcome around £2-2.50
I’m not an expert on Ted , but looking back this was
£25, what a fall
I know the main guy was forced out due to his cuddles/behaviour
Could this ever return to double digits.. £10+
LOL, i've added £900, just bought 1000 @ 90p
i last bought at 90p, sold at 140, then watched it go higher
happy to do the same again
(only tiny number as not sure on this)
GL all
£67k buy just came in. Somebody’s confident
No news that’s the trouble and Ted report their results so bloomin late after the year end. Trading update on 23rd Feb should be enough to get this rocketing (assume it’s positive of course)
All my other shares that I have are well up today, bit of a disappointment this one, expected it to follow suit
...in this buoyant market can't be a good sign.
Honestly, expected better.
Hopefully will pick up in the afternoon.
GLA
Very true- rate hikes will take time to benefit savers so will want to keep money in equities - the returns last few years even with the COVID scary dip has got people used to strong returns- fixed income is simply dire...