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On the takeover side its got to be one for consideration. So many UK stocks are at a low price. Lots of takeover activity in the last few weeks and more to come following the US election giving some certainty. See this as a target at 1.20 plus
The fact Tosca is acquiring a larger holding at least suggests they can see value in TED, whether as a sound investment or a takeover target. Obviously the latter would be a huge concern to holders currently well under water, which thankfully is not my position. I topped up last week on the basis of Tosca’s interest, and of course the low sp...
*Trust me, I've been working in retail marketing for over 25 years*
I will defer to your greater knowledge then, as I have zero experience of or in retail marketing.
Thanks for your input.
As for the comments re takeovers, I do think TOSCA is eying TED in this regard. Whether this is a good thing for current shareholders will depend on the terms of the offer when it arrives. This rottweiler chap is pretty ruthless, as can be seen with his latest TalkTalk bid (25% lower than last year's bid). Let's hope the price keeps on heading northward in the meantime.
They are a useful comparison on in terms of market and audience. The difference being that one audience for SDRY prefers bold, branded clothing, where as the other prefers subtle (TED). The TED demographic is older, but both brands cater to an audience with more disposable income.
But they're both still the upper end of the mid-range market .
There is no difference between the two in the consumers mind as brands. They are both brands. It is primarily a choice of styling. The real difference is that TED is for more of a styled casual look with some tailored options where as SDRY is more leisure.
Fundamentally the only difference is at a micro category level. Both are appealing to a very similar audience. Trust me, I've been working in retail marketing for over 25 years
Interesting that tosca fund is involved with talk talk and have been increasing its holding here...
The City is gripped by a fresh wave of takeover activity after bidders launched raids on a handful of British companies.
Insurer RSA, property developer Urban & Civic and betting technology firm Sportech were all in the crosshairs of suitors searching for bargains in the wake of the Covid-19 pandemic.
They are just the latest British companies to attract interest from would-be buyers with bookie William Hill, security firm G4S and broadband provider Talk Talk all currently in play.
The flurry of takeover activity is set to trigger a fees bonanza for advisers including bankers and lawyers.
26th I think
When do you think next update
Inconspicuously*
Superdry and TED aren't a useful comparison. It's like trying to compare TED to BOSS ..they're not quite as far apart as apples and pears ..but not quite as close eating and cooking apples, but certainly closer. Perhaps there's an overlap in the market sometimes but generally they are not in direct competition. Also, with superdry you can't really conspicuously wear the brand in the way you can with TED. I think that appeals to a different type of customer. There's a difference in quality too - just like there is between TED and BOSS.
TED I think is a mid-range 'premium' brand ..superdry is merely a brand. In any case, I don't think it matters - what matters is profitability and once the stock is cleared here and the move to (almost entirely) online complete (beyond a few flag ship stores and concessions), I think it will do alright.
DYOR.
Tbh ted baker is a more posh brand compare to sdry or joules.
As pointed out ted baker London is looked upon as a big brand outside UK especially Asian countries.
Fair to have the opinion. Fact is that mid range more premium brands are still in demand, especially Joules, SDRY, Ted Baker and the likes of Boden. Online sales are booming and its high margin too. Research including brand studies show that.
The issue for SDRY and TED has been stock. Once cleared, the business has reset. Two STRONG brands and Ted has excellent licensing beyond its core clothing
French Connection has struggled for some time. The FCUK campaign was brilliant, but they had nothing after that.
Could be Tosca buying more. Agreed this will be closer to 125 before the next update....
Most of the sales are online and they have shops all around the world which is less impacted by lockdowns
Of course, TOSCA may take it out in the meantime who knows and who knows at what price.
Not really.
Recent news and licence deals say otherwise.
I'll be waiting until 125p - I think that's achievable in the near-term, given how illiquid it is. When it makes it, it will result in a nice profit for me.
I also don't believe for a second the TED brand is dead. That's a UK-centric view and perhaps it is not as popular as it once was - (although, my local mall said differently before the lock down and so does my wife's wardrobe), but that doesn't matter, it doesn't need to be - it just needs to be profitable.
'Ted Baker London' is a global brand that I can tell you from recent personal experience is still very popular beyond our shores- particularly in the far east.
Good luck with your ventures elsewhere though.
You'll have to be patient a long time then. IMHO the brand was dead well before Covid, along with Superdry, Jack Wills, French Connection and the rest. My wardrobe was full of Ray's lovely lined jackets and uniquely finished shirts but I stopped going into their stores filled with me too garments years ago. When the cash runs out so will they.
This is on the move.
As I've always thought - patience is what is required here.
Welcome onboard Hawfinch ... nicely timed.
Joules has done well with it's results today. Well placed. SDRY has a similar stock issue to TED. I believe TED is further along its plan to get rid of the old stock. Also a more premium brand with higher margins.
Looking at investing here, but I'm cautious (as is the market) even at 82p based on MKS results yesterday and SDRY today. I hold both MKS and SDRY.
I just hope there's an increase in the share price from now on. my average is 1.27p .... :/ i think November 26th they will post good results
TED and Superdry trading on sentiment with the lockdown concerns affecting the economy ...the store sales were hit badly previously so TED really needs the stores back open and the idea that people can be out and about for Christmas and New Year.(pubs,clubs, get-togethers, parties)...because that is what the sales in November/December are aimed at.....
Nothing much to lift this really unless COVID backs off.....a dire Xmas trading and that will make the quieter Jan/March period even harder to get through , from the balance sheet perspective..
Retail desperately needs things (shops and hospitality) open and back to some sort of normality ...
Good job, i've had an order in with IG since close yesterday for 82p, still not open...
Looks that way. I've given up trying to second guess this one. You think it's going down further, then it rallies - you think it's going up and it's tanks. It's a bottom draw this for me now, sadly. I do think it will recover. I think the swings are down to low volumes in a tightly held share and not much more.
Sold half mine . Honestly I'm so cheesed off . I just lost a packet in Centamin , now this . What rubbish .
Looks like this is heading back to placing price 75p