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If you have shares its now time to vote on the boards proposals' .
Vote to stop them buying back their shares and stop them paying bonuses and free shares to the BOD.
I think you might have missed the boat.There were three offers for the group one that was never announced befor they went into the formal sale procedure.I amagin the one they picked was going to give them nearer than they wanted but pulled out.We have not had a further report yet as to where they are.All reatilers turnover is going up currently and is quite resilient with the exception of the likes of Asos and Boohoo.Ted has a variety of income streams and is currently trading at about half where it was last year before the start of the rcovery shown in their last set of figures so instead of being overvalued it is highly undervalued
As capital is getting harder to raise and consumers harder to please the price for Ted will be lower - however the BOD should realise that and imv a deal is still possible.
Do you think most people are worried about the macro conditions I don’t think so the only people who are work for financial cartels and they know tight margins mean low dividend yields to line they pockets with
Yes and Ted's got the unfortunately mix of being reliant on consumer and profits all in the future. A lethal combination under the current macro conditions.
I'm looking for a re-entry point but I think this has some way to drop yet.
The main concern being two parties sale offers have now been arranged but not managed to complete so what is under the hood that we are not seeing?
I see on the latest sale RNS it is not being linked to the DD so perhaps just not the right time or appetite for this type of acquisition.
we are all kicking ourselves for not selling. Its so easy in hindsight but its not over yet its just the media going on and on about the( cost of living crisis) their made up little catchphrase and how we are going into recession.
If you've been out and about pubs shops theatres and the like are full. the petrol might be dear but their are queues at the pumps. we have survived 2 years of covid and no recession we will weather this the same. Someone still might buy ted Yet.
exactly 2 months ago Ted share price was higher than and i was wondering hmm i should Ted all superdry and buy superdry as there is more long term value there.... i just sold 20% of my Ted lot and bought super dry (price 140ish for both then) . and now Ted is in 80s and Sdry in 150s. i am kicking myself for not converting a large portion ito superdry as I could clearly see that...........
Its just generally gloom for all stocks at the moment, chill out and come back in 12 months.
Ted only recently gave an update and it was good .A story of recovery.Asos and boohoo are only internet based whereas te has shops,wholesale and royalties.Today is an odd day as retail sales in general have been holding up well.But because of these two internet companies all have taken a gigantic hit today .when people realise this there will be a bounce back.As I said yesterday the high returns of boohoo and asos are the main cause of margin loss,which includes the length of time it takes to resell,which is speedier when you have a retail network
I hope i am wrong about this. But not looking good for TED. Asos, Boohoo announcement caused a drop. Do you expect TED to report a better financial update? Chances seem slim, which would mean a further share price drop on top of the drop today. Hope not though. All the best
Yes returns have given Boo Hoo a massive problem, i would value Ted at about 140-150 fair value.
Sorry I don ot how you can compare the two.Boo traded well during the pandemic but as everything has openened and their products they are now going downhill as will their profits due to the increased amount of returns etc.Wheras Ted survived the pandemic and is turning things round and its shops are now open and getting good growth figures with increased margins which will hit the bottom line.I know where I would prefer my money in.By the way they turned down an offer of aeround 140p per share
With all due respect, but this company's share price is overvalued. I expect a further drop in the stock price. Lets be real, if boohoo stock is 60ish pence, a company which makes over a billion pound in revenue each year and the market cap is approx £1B, then this stock is definitely overvalued given the small amount of revenue and negative net profit it makes each year.
With all due respect, but this company's share price is overvalued. I expect a further drop in the stock price. Lets be real, if boohoo stock is 60ish pence, a company which makes over a billion pound in revenue each year and the market cap is approx £1B, then this stock is definitely overvalued given the small amount of revenue and negative net profit it makes each year.
If BOD had ceased talking to anyone we would have had an RNS by now as it is a week since the last one and plenty of time to get soundings.During this time the shar price has gone down.This must be one of the most undervalued companies around and will soon be taken out
Yep- well done, just getting whacked every day now- although general market issues
Ade, I remember you got some stick for selling when you did. But on present evidence, you called it right.
I just bought it in 2020, and I missed the time to sell sp 200 around last year.
I thought, several companies offered to TED, so she just chose the highest price. That is simple. Therefore, TED agreed to one of the offers. However ! Sales already gone and when sp recover.
At the moment, what does TED real value SP ? 110 or 90 ? After Ted announces the sales(unsuccessful sales), how much sp ?
109p its back in play. crap day on the markets lots of retail stocks taking a hammering. ASOS and BOO and THG.
You are quite right they are a rubbish BOD when you think they have made a recovery over the last year and the shares were around 170 this time last year and with a recovery they are hovering around 110 to 120.However I do think that there will be an offer at around 150 shortly.This in my view would be too low but you never know.I am sure there are some companies that were not part of the ones that bid that might come back in
If you are sitting on massive losses but can wait for a while i would wait but it will take a good year or two to see the 150s again and that's if everything goes to plan.
Private investors have just 13% - around 20 m shares only. We do not have any power.
I really do not know, keep the shares or sell out. I got panicked.
That's it now for Ted for 12 months, this will just be stuck below £1 no buyer and rubbish BOD.
Do any of you think Tosca will let this be bought for under there price point??
They wont believe me !!!
The second bid from Sycamore was over 137 and they made a third bid before the new procedure was put in place.I would have thought that would have been in mid forties.I would have thought that they would have upped their bid to at least 160 but pulled out as I think the bider that the BOD went for was going to bid 170 plus.So I think there is scope to get a decent price still.The fact that nothing came out today suggests they are all still talking