The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Keep Dancing!
Happy weekend!
Tremendous finish for this share. I have to admit I've sold the majority of my holdings. Taken 100+%. I hope this continues to rise !
now.
No dilution at Mulberry (MUL) and that was 2500p.... Big move coming there as well.
there were 140m new shares issued and there were only 44m before that so 184m in all now. Dilution is therefore around 75% so I think your £20 equates to about £5 now. But £5 from 75p in a few years looks a great return to me.
There are more shares now due to the fundraising at 75p so it shouldn't be expected to go back to £20.
This share in one way is similar to Superdry.As soon as they post their results at the end of the month they will go up sharply just like Superdry .I bought some more yesterday .
I already mentioned,somebody bought 166/170k GBP few days ago. Still going up to 220.
FOMO VERSUS 'AS GOOD AS IT GETS' TUG OF WAR (1201 GMT)
Looking at how stocks have performed lately (see blog post
below), it seems that the earnings season has backed the current
record highs but has not provided fuel to go much beyond that.
For many investors, that means the main takeaway is that
this is actually as good as it gets, at least in the short-term.
Against this backdrop, UniCredit strategists believe that
"the tug-of-war between a fear of missing out and profit taking
seems set to continue" and that "trading within a broad sideways
range is highly likely in the coming months".
Longer term though, the team believes the recovery will
continue gaining strength and that therefore, "any near-term
setback will be a buying opportunity".
Among interesting targets, they see stocks that have
announced buybacks as possible opportunities as the Solactive EU
buyback index shows an outperformance over the STOXX 600
benchmark since last October:
Also keep your eye on Mulberry moving very nicely (MUL) 350 odd, ATH was 2500, another massive opp there. So many bargains to be had.
£20 is far fetched but I do think 700p is achievable. Ted Baker is nicely positioned to achieve that in next couple of years!
So, I've only held TED for a few months (since 99p). Already pleased with my return. However, I notice that a few years ago the share price was £20+. I wanted to ask some LTH's... is it realistic to go back to that level, or have there been fundamental changes which mean it will never see those days again?
Thanks in advance for your input and thoughts!
FTSE is back in fashion. Wall Street at record high. Vaccine bounce. Boris vote bounce. SNP has peaked (no indyref). Lockdowns are ending. Foreign holiday feelgood factor is back. UK set for GDP growth record. Online sales remain strong for the young. Middle classes returning to the office in smart casual. Pubs and clubs reopening and you need pulling gear. Summer hols coming and you need new clothes. Highstreet shops booming again for the old. Superdry results halo from yesterday has turbocharged retailers.
So many strong tailwinds for TED.
Looks ready to test the 250-300p range.
Wow this is amazing over 20p rise in one day. I don't know what's causing it any Idea's anyone ?
All of my shares accept Cineworld are up but not by this huge margin .
A great day for all holders.
FOMO would drive the share price over £2 soon , nice
Really shoud be a £500m Mk cap company.
Worth remembering as well that many, many, high street brands that didn't survive the last 12 months. I think the true scale of that has been missed by many as we have all been stuck indoors. Ted is well positioned to soak up a lot of new customers, that if nothing else have found that there aren't many other places to go!
Superdry profit coming here.
Surely £3 by year end.
Looks like the upwards movement is going well - all the Economic news is pointing to a good 21/22 for Ted
I would have thought that the May-22 result (next year) would start to include a forward view on dividends
From what I've heard on the ground sales at the stores are exceeding expectations and what was initially reported to the City back in Feb-21 (forecast for 21/22), along with more cost savings and improvements to the buying process and customer experience
Key dates looking forward are the 17/5, 27/5 and around 16/6 (hopefully full reopening of the economy) - after that it's how hot the summer will be, and how much travel aboard is allowed/possible
I'd like to think that Ted's SP could return to the levels since back in Jan/Feb-20 as the economic landscape and Ted Financial position would be better than it was back then (remember Jan/Feb-20 the SP was between £2.60-£3.60 - lots of potential upside)
Good luck and DYOR ;-)
Hell Yehh!
TED very busy now as people realise they missed in Superdry below 150!
200p should come in a week or so here.
TED is catching up and looks like more to come.
Hold Ted firm IMO, future is rosy here. I have both Superdry and Ted. Sold Superdry today for a handsome gains, holding Ted until 250p. Trading update later in the month should boost the sentiment here!
118p a year ago and now 320p
Adding TED now.
LOL, that's 300% from the refi days not so long ago. Looks good for all those who loaded up back then.
I'm going to leave in for much higher than that though.
I hope!