We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Rental costs jump as workers return to the office
https://www.bbc.co.uk/news/business-60305552
The company has far too much institutional backing to go bust.
Not going to happen. \
The brand name alone has to be worth the current mcap.
No. this has simply drifted down with market sentiment.
Looking forward to the update and hearing more about progress on the agenda for change process / website etc...
GLA
It's rare I agree with a Gooner! You'll Never Walk Alone... and I still remember 1989... yuk!
Steve exactly mate this guy is an idiot and obv knows nothing about the business or industry LOL
Ted is a brand- Debs was a retail reseller- totally different beast.
just a shorter
*Ted has started closing all the concession they have, it is a warning. Share is going down not up If I had share I was going to sale it now even if I was making loss. At lease you will get some of your cash back. I lost all my hard earning in Debenhams I tought it will not go into adminstariion. Ted clothes are just rubish, it is not like before. The new management brought the company to its knee. sale sale sale.*
Last RNS says different. But hey, sounds like you know better, perhaps drop the IIs an email. They are the major holders here - by a mile. I would start with Martin Hughes.
Ted has started closing all the concession they have, it is a warning. Share is going down not up If I had share I was going to sale it now even if I was making loss. At lease you will get some of your cash back. I lost all my hard earning in Debenhams I tought it will not go into adminstariion. Ted clothes are just rubish, it is not like before. The new management brought the company to its knee. sale sale sale
Some shares that I hold are just starting to turn green asc, boo, ect but not ted for some reason.
Sitting duck now. Vultures will be circling.
I bought 20000, but I dare not buy anymore at the moment.
I really can't see them them coming for a rights issue to raise some cash imo the share price is to low for that, but then again what do I know.
I bought 10,000 at 102 - after watching it float around at this price for sometime. I will pick up more, but only after the update I have decided. If it is positive (to the extent it can be in this times) then you would expect a fairly quick re-rate. People on another BB are saying TED needs to come back to the market for cash, but I just can't see how this should be the case - particularly given the comments re cash in the Nov RNS.
I bought into these a few weeks ago at 97, we have to hope that the trading update will be good, it's like a lot of shares at the moment (especially ones i am in and watch) seems to be in a downward trend, and at the moment i think it will go on.
I really like what they are doing so far and think they are reaching the right audience. They are trying new ways to capture customers online too, check this out:
https://www.tedbaker.com/uk/Edited/Ted-live?cmpid=soco~facebook~WW~BAU_Ad_Hoc_Content~Ecomm_image_(model)~stylingdilemmaspollysayerlaunchreminder~030222~na~uk&utm_source=facebook&utm_medium=WW&utm_campaign=BAU_Ad_Hoc_Content&utm_content=Ecomm_image_(model)
Ted has been decimated by scandal in it’s past, the founder left but I think has since returned and there were huge accounting discrepancies.
Not under the current leadership though who are (hopefully) turning things around. Obviously that recovery story was then halted when the pandemic hit.
Hi Mary.I agree.
There’s a potential great recovery story here as well as a large holder and potential takeover for when that happens.
I’m a believer in ‘when everyone is selling, buy’..
I’m underwater here but not in any rush and happy that long term it will come good.
The problem at this point in time is there's little positive/forward looking news anywhere in the Retail/wider economy; interest rates going up, inflation at 10 year highs, cost of living going up, COVID still active and could comeback, etc. - it's all a challenging picture of events for anyone trying to sell anything - what needs to change is the cost of living to come down, and for consumers to feel they have money to spend
Regarding TED, I feel the update will be positive for the 2nd half, however the full year will still be a loss (small), the next year (22/23) will be viewed as a profit making year, and the website will be Live which will hopefully improve things - this feels like a 12-18month play, and something which could improve or worsen quickly - Good Luck and DYOR ;-)
Thanks Volcano. BVC tempted yet?
A total of 140,000,000 New Shares was issued at the Offer Price in Jun 2020 at 75p per share,
same here mate keeping eye on it.
Not a TED follower other than an occasional dabble and amazed by the volatility. £1 - £2 and back etc.
The £30+ price in 2014.
Was there a share consolidation or has it really fallen that far?
What is a realistic price target for recovery or is it a bust?
Why the recent downturn?
It seems to be a brand as loved as Burburry worldwide.
I bought a few yesterday for a punt and would be interested is members view who follow this more than me. Thanks in advance.
M.
Oils & financials are stable / strong atm but may be near a ST top with the good news priced in. The time to buy these was 3 6 12 months ago.
As a contrarian I have been trimming BP STAN HSBC etc but adding to other on dips.
The travel sector will be the winner on a 12 month view from here and oil will rise near term as economies expand and then retrace a bit imho.
Who knows though.
If a stock feels right to you, top up as the lowest you can get it at.
TED here looks interesting.
The only stocks of mine that are not performing terribly and energy (oil/gas) and financials. Everything else sucks. I'm ONLY buying oil/gas now. TED seems to be in freefall like a lot of other stuff. I have no idea where the bottom is.
Just seen that.
Does Joul really have a PE of 70?
I assumed that was before the crash? What is it now?
I had a tiny punt on them earlier at 59p, as a bit of bottom fishing.
Yes, and when you compare TED’s miserly P/E to Joules’ crazy P/E, and that’s even after the crash never mind the looney tunes that it was before, it’s pretty galling.
I believe so.
But, from the Nov RNS:
Summary
· Sales growth showing sequential quarterly improvements in comparatives to FY20
· Improving margins and profitability as Group re-establishes premium positioning. Full price sales mix up over 500bps during H1 and Q3.
· Robust liquidity and continuing positive net cash position of £12.7m at 14 August 2021.
· The Group upgrades its target to achieve a net cash position forward by one year, with this target to be achieved by the end of the current financial year. All other targets have been reiterated.
· The Group is currently experiencing limited negative impact from the global supply chain disruptions or rising inflation. The Group has a basket of mitigation strategies to minimise the impact of further supply chain disruptions as well as cost inflation.
· Transformation Plan delivery on track, with the Group in line with or ahead of plan for six of the current financial year's operational KPIs.
We have had no profit warning (so far), and they would know now, I would think and be required to update the market immediately - ahead of the forthcoming results. However, that doesn't mean that a forward looking statement might be a bit more gloomy than the last. That seems to be what the SP is anticipating.
Don't forget however that this is tightly held and most in the hands of IIs - that means it is susceptible to falls on low volume ...but equally prone to fast paced rises should the results be good.