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.
Ted Baker: Liberum reiterates buy with a target price of 225p.
Somebody bought 102,840. Someone bought over 100k.
Ted Baker PLC Trades
Date Time Price Quantity Value
Apr 30, 2021 16:41:23 168.97p 102,840 £173,771.97
Big opportunity this stock, people have money to spend and they can't go on a holiday abroad so they will be making shopping trips and spending a few bobs!!
I've seen that the Custom Warehouse (import duty) is now operational - this should save Ted up to £5m per year to duties not payable due to the instant re-export of products to the US and Europe (not being sold in the UK) - all adds up to a what should be a much better financial year (21/22) for Ted - Good luck and DYOR ;-)
UK retailers are experiencing a "spending frenzy"...
https://www.thetimes.co.uk/article/covid-19-recovery-britain-toasts-reopening-j20tmq2mw
Very strong UK PMI survey today. Second best ever in its history. Folks are flooding the shops to buy stuff (like new clothes). Very strong tailwind now for TED.
Amazing how this still seems to be staying under the radar.
Briefly hit 170 just now. Who’d have thought a week ago!
UK has ~£200 billion of lockdown cash to spend... on the 3 Cs... clothes, coffee shops, cars...
https://www.ii.co.uk/analysis-commentary/stocks-tipped-thrive-consumer-spending-unleashed-ii515820
This week hopefully
Getting ready for another leg up and a shot at £2.
The number of people visiting shops increased by almost 200% last week in England as non-essential retailers were allowed to open their doors to consumers for the first time since early January as Covid restrictions were relaxed.
Industry figures from the British Retail Consortium and separate data from Springboard, a research provider, revealed a sharp rise in footfall on high streets and at retail parks and shopping centres across the country.
I treated myself to a new T-shirt today from the local house of frasers concession.
Meant booming....
I went shopping in Suffolk and Essex, queues of people everywhere....looks like new Ted store already booking...
https://www.google.co.uk/amp/s/www.birminghammail.co.uk/black-country/inside-new-cannock-designer-shopping-20409416.amp
London shopper footfall this week soared +60% to +125% YoY. Shop rents (costs) are -30% cheaper. Vaccinated shoppers have billions of pounds of saved cash and are ready to binge. After a year of slobbing out in trackies, people will want to dress up smart. Lots of strong market tailwinds for TED.
https://www.standard.co.uk/business/leisure-retail/hammerson-brent-cross-shopping-footfall-b930053.html
Morning all, genuine question. After begin continually disappointed by Boo id like to diversify elsewhere. Have i missed the boat here or would this be a good long term hold. Thank you.
Ted and Look have massive potential I agree, def multi baggers from good businesses
Some good tips thanks all, will take a look.I’m in and out of AFC. Has massive potential but market cap very high for where it is in its life cycle. One for the bedroom draw, take out again in a few years. If only we were dealing in paper it would be so much easier lol
Lookers is already up +300% in a few months and the online car revolution has only just begun. LOOK can be a millionaire-maker. Cazoo is pushing car-dealer valuations into the billions. Cinch, Driverama or Carvana will need to spend billions to keep up.
TED also looking to have huge upside potential here. A £50m EBITDA in 2022 and similar rerating to Dr Martens, a China fashion boom, NXT hovering like a vulture, will send TED to £4-6 in a flash.
TED + LOOK = boom...
I was hear 5/6 weeks ago but decided that this wasn't going to do much until shops opening and then I expected about !25 then it would get back down to 115 this was when I would be ready to buy and hang on a couple of months until I saw £150 haha
My strategy failed this time well done to everyone here.
Robert - I am also in Rolls Royce, Foxt and Mccolls too. Also, just sold Bab****, Sound Energy, Bakkaover and GSK in recent rise. Life cannot get better at the moment!!