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Betta deal could be TED closes worst 30% of stores. And ageees installations in M&S with rights to the online supply chain. There you go hope for Ted. :)
SP closed quite strong at 79p the other day. i don't believe 57p is coming. don't count on it.
Nothing says quality poster like a good old fashioned I-told-you-so post, thank you for the contribution
Poker chips I agree with you on M&S. That and TED would make sense. Plus there got the ocAdo deal so it could be delivered to your door on another major online platform. Great stuff. But if I were M&S I'd by TED out of administration. Alot of M&A are collapsing, M&S would want dirt cheap assets not a huge headache.
It's a well established fact, the first thing to go in a recession is a "Brand".
Marks and Spencer should buy them - the brand name and aspirations would do their clothing image the world of good - could extract a lot of cost savings and synergies
The two customer bases may well compliment each other
Ninja I never said it will Go to zero. There is a brand. A customer base. Assets. An active Market. All of those things are in Ted's favour. The recapitalisation is fair value at 75p on last year's performance, which won't be achieved this year. Christmas alone will be a be loss of earnings. Nothing random about any of that. Bare bones value only applies if the company is stable. Sales are in decline here debt is high do a sell off to a new price range is fair.
Why talk about a break up value when they are cash rich and can cover their overheads - even if trading isnt so great ?
Ocean that really does appear to be a random opinion as opposed to based upon fact, but can't deny price action reflects your view. ST makes more of a fair point. At this stage just ask whether TED will exist in 2021 and whether people will still be buying his stuff, if so (and in any kind of profitable fashion, pardon the pun) then the SP will likely be better than this priced-to-fail level
AGM in a weeks time. people mad to be selling now??
big bounce coming off 66.6p devil's number.
Break up value on current assets and profits. But if you are high in debt and making a loss. That value will erode. 56p is fair valuation on current assets and performance. Be wise and buy in a a discount to that.
I sold up this morning, luckily my average was in the 77 range. GL to all holding here, I timed it wrong for the bounce. Small loss, move on.
Who else regrets buying this stock. My worst performing stock?
That wouldn't be discounted either 56p is the new price ladies and gents. By wise to buy on a discount to that. Maybe 35p.
75p new valuation X 25%% decline on performance on last year.
My belief is bottom price is 56p
Relentless drop, as you say any bounce will look great from here but anything beginning with £1 is optimistic now, mind you one set of profitable accounts and not out of the question
Same here mate. Dropped like a stone since I bought in.
in a very odd way this big drop could help strengthen the bounce when it comes.
L2 seem to be strengthening
68.9p now, will probably chuck a few more quid at this as it seems to be at notional value (almost - it can always go down further!)
This was a terrible investment from me. Im stuck at £1 for an average, i hope this pulls back soon!
sentiment is generally poor for retail and many sector right now....for obvious reasons....but many people have disposable income and havent had much to spend it on of late , ...but the retail doom and gloom may well be overdone....compared to reality...
Topped up a few at 71p and 69.7p just now, doesn't seem to be out of the woods yet though. Although whenever TED sp has bounced it has done well and typically somewhat out of the blue, so my fingers are crossed for a repeat of that behaviour, otherwise news. Anyone know when we're next due some financials?