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Its because of funds like TOSCA that TED is very ill-liquid - small volume can drive the price either way. But this is essentially a privately held company in terms of the free float. It gets buffeted about all over the place. I suspect TOSCA do have plans to take this private, but perhaps not for sometime yet. If they do it could be at a significant premium to today's price - but that will depend on how the numbers hold up. Results should be interesting - we have to hope that online sales are doing well.
Results are due 26th November. Tosca invests more money and then share price drops?.... It doesn't add up????
On no news share price rises but when good news comes along it drops ... Crazy times.... Hope it rises again... So I can pull out I've invested almost 5 months.. No real sp rise in that time....
Tosca stake building and close to the level (29.9%)when a bid will have to take place. Baffling how the share price of #TED closed more than 12% lower today. Online sales doing well, understandably news of the 1 month lockdown will hit retail. Mkt cap of only £165m seems too low.
Markets been extremely harsh today especially when as per the recent trading update 62% of the revenue came through online trading.
Also, it’s only the UK stores closing for 4 weeks.
This can rise as fast due to low number of shares in circulation...
I’m scratching my head at today’s drop. I thought Ted would be a lockdown winner with a decent online presence and relatively small store footprint.
Was I sold out at 114p the other week and bought back in again.
Looks like a few decent late buys . Let's hope trump wins or god knows what's next
There's a good range of Ted fragrance etc in Boots . Maybe I should have waited but who knows which way it's going . Took a chance bought at 90.43 so still around the close buy price . Might drop back but I think a small rise tomorrow before USA election . We shall see
Re Weds, might get a decent boost when Trump wins, if it's called quickly and decisively.
Well, good call on the 87p - almost touched it today.
Looks like a below 90p close, which doesn't IMO bode well for the rest of this week. The market must view the lockdown as another nail in TED's coffin. I also think it's partly due to TED's ill liquid shares - I did the math once, and it's almost private in terms of share ownership - so there's a very small free float - small volume can move the price considerably.
I would be interested to know what percentage of their revenues comes from UK stores - now closed for a month.
I've gambled and bought back in . I got them cheaper last time . But who knows the stock market is so unpredictable . So volatile .
"Considering that there have been more buys than sells today I am perplexed why the share price has tumbled so much."
n1shares
The sells = the buys.........just that the sellers have panicked and been willing to accept less and less during the day...
If the price hadn't dropped..the buyers wouldn't have bought....it is only by lowering the price does a buyer a have any interest..
A buyer cannot buy...unless a seller is...selling
Ignore all that buys/sells...blue/red nonsense
It's what they dropped to last time , so I think it'll happen again . We shall see . When reality hits on Wed that's when the market will react . It's like everyone's got their head in the sand . Millions will be out of a job next year and the poo will hit the fan big time .
Considering that there have been more buys than sells today I am perplexed why the share price has tumbled so much.I would think that looking at the holdings statement it will not be too long before they reach 30% when they will need to make a bid.I think they will get the company fo a good price far less than its worth
Could do.
On what basis?
I think 87p
apparently, triggered by a 30% holding or an increase in holding there after.
https://uk.practicallaw.thomsonreuters.com/7-107-6806?transitionType=Default&contextData=(sc.Default)&firstPage=true
And of course, there's nothing to say that they are going to get to 30% or that they intend to make a cash offer for TED, but it's got to be on their minds - and certainly the minds of the BOD.
The increase surely demonstrates confidence, what ever that means to us mere mortals.
Alternatively, it could be a bit of a threat to Osborne and her ilk ...sharpen up, or we'll take you out.
Brand Value $637 million v market capital $240
Where's Louis Vuitton when you need him?
Yes, I wondered what the threshold for that was for a premium listing.
AIM companies, I think it's around 20% - not sure re TED.
...... another few percent and Tosca have to make a bid
Nice to see.
Bet he wishes he'd waited until today.
Tosca buying again...
Another increase in holding.
Yup, it is now below 100p and almost went under 90p but it has recovered quite a bit to 97.55p, best level so far this morning.....
Maybe Ted’s losing out to Superdry after PH bestowed kind words on that. Bit of a sh*t show all round for my portfolio this week.
had my finger poised over buy button several times but, i think we may be heading to 90's