Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video 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.
https://londonnewstime.com/ted-baker-appoints-best-customer-marketing-and-digital-officer/659903/?amp
Ted Baker names new chief customer, marketing and digital boss
Beckley will be responsible for leading the brand, marketing, customer and digital teams in both strategy and execution as the company continues to deliver against its transformation plan.
Emily Curryer Emily Curryer
27 mins ago
Ted Baker, the global lifestyle brand, has announced the appointment of Jason Beckley as chief customer, marketing and digital officer.
Beckley joins the retailer from Esprit where he was responsible for the brand, marketing and customer teams and leading on consumer engagement across all channels, in his role as interim chief marketing officer.
Prior to this, he led on marketing and brand strategy for a number of high profile brands including Ralph Lauren, Alexander McQueen, Clarks, Jack Wills and Alfred Dunhill.
In his role at Ted Baker, Beckley will be responsible for leading the brand, marketing, customer and digital teams in both strategy and execution as the company continues to deliver against its transformation plan.
Earlier in his career, Ted Baker said Beckley built “valuable” experience in design, merchandising and strategic category management.
Rachel Osborne, CEO, said: “Refreshing and re-energising the Ted Baker brand is a key part of our growth strategy. We are excited to welcome Jason to our executive team, where his extensive experience will be invaluable as we continue to progress with the turnaround of this great global lifestyle brand.”
Ted more like Burberry, more resilient to inflation and they aren’t discounting new lines anymore
Superdry results out today and SP is down 8%.
ASOS back down to pre results SP price.
I hope Ted does better.
Tosca own 15% of my company, first notification is when they hold over 29.99%, think they have to state intention after that but can’t remember. All I know is Tosca have billions to invest so Ted would be pocket change at £2 a share c£370m
Perhaps they can't get others onboard, which makes sense because at these levels it would be a huge loss for many who have been here for a while and didn't take part in the RI.
I think there are rules that force a takeover bid should they buy more shares.
The name alone must be worth a lot, but I think the NAV is also about 65p.
£1 would be a steal.
For Tosca to be owning 26% tells me they will make a move to take us private sometime soon. Why not now when the sp is so depressed?
Perhaps I got a bit over-excited there, but there does seem to be a reversal of sorts.
Looks like an II (TOSCA perhaps) is buying right now.
Basically a private company already.
Toscafund Asset Management LLP 48,092,307 (26.1%)
Raymond Stuart Kelvin 21,743,607 (11.8%)
Schroder Investment Management Ltd. 20,260,398 (11.0%)
Threadneedle Asset Management Ltd. 17,643,562 (9.56%)
Global Prime Partners Ltd. 11,524,000 (6.24%)
Royal Bank of Canada (Channel Islands) Ltd. 7,004,000 (3.79%)
Fidelity Management & Research Co. LLC 6,804,792 (3.69%)
Legal & General Investment Management Ltd. 6,693,265 (3.63%)
Norges Bank Investment Management 5,356,055 (2.90%)
Hargreaves Lansdown Stockbrokers Ltd. 4,578,000 (2.48%)
https://www.marketscreener.com/quote/stock/TED-BAKER-PLC-4001696/company/
Looks like loads of buys came in at 95p, maybe stop losses kicking in. With Selfridges takeover recently I wonder if Ted might be next. We are the only quality brand out there as a penny share now with a great future. Brand relaunch, three up and coming uk singers modelling for us and Capital Xxtras too DJ too. All we need is for loungewear to take off and market will be bigger for Ted than in 2019
Toscafund will know what’s going on behind the scenes as they can have a seat at the table with 15% shareholding, think they hold 20-26% but don’t know how long they’ve held? Why wouldn’t they buy out now?
All the signs suggest this should be OK, come results.
...just not reflected by the share price. But for the reasons all ready documented here, it's not surprising I guess.
N Brown’s update today spoke of a good increase in the sale of smart apparel, if that helps… Home goods down though.
Caught up in the inflation worries no doubt. Could see 80-odd.p I guess.
Superdry moved into profit apparently, if there's any read across to be had.
GLA
However, it does seem to be on the UK's list of luxury brands - re the YouGov vote.
Yeah, I always see TED as a kind of Mid-range - not quite BOSS etc..., but better than you're more run of the mill stuff, like Superdry etc..
I think Burberry is so high end think it’s a different market
Perhaps the market see Burberry success as cutting into TED's market. I don't know - just throwing out a thought there.
Again drifting down. Just needs some stronger news.
An update should be imminent.
https://www.retailgazette.co.uk/blog/2022/01/ted-baker-appoints-marketing-and-digital-boss/
Good insight. Tosca are loaded and looking for good investments, I could easily see them making a bid with the founder to take Ted private. £300-£400m is pocket change to them but if they have faith in Ted what a great investment they could turn into a multi bagger
Bagger lol predictive text
Good insight. Tosca are loaded and looking for good investments, I could easily see them making a bid with the founder to take Ted private. £300-£400m is pocket change to them but if they have faith in Ted what a great investment they could turn into a multi bagget
Good find.
I think TED is under the radar here and could be set for a decent rise on the back of decent results. Small number of shares, most of which are tightly held by institutions, BOD and founder = rapid rise should this happen.
I still wonder whether TOSCA plan to put in a bid. They have 26.1%, currently.
The thing that’s holding back asos and boohoo is they are 1) low margin businesses 2) have supply chain issues 3) will be affected by inflation 4) have high levels of returns
With Ted and Burberry none of things are being impacted to anything like the same extent. This will be amazing for our margins. We just need some good news on sales, margins and new website and soon be back up to £1.40 in days and when covid subsides a bit like in spring last year should see over £2 again