The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Seems to be a real and present danger.
Got to react fast to become a day trader. I missed out many opportunities too, just too slow thinking...lol
Yes. I nearly sold a few at 116p to buy back cheaper, but left it out of concern for a misjudgement and yet here we are 110p.
I think the Dow sucked the life out of most premium listings today.
Just like what I said this morning, the SP is like the rollercoaster on its way down. It's a V shape upside down, dropping fast.....but already got to used to it. TED is always like this lately. Think it has become a day traders' play thing now. Lol
He must also - alongside Schorders - see the turn around plan as viable, if not certain to bear fruit.
This is still priced to fail, IMO.
If it doesn't then we could double bag here, from this level, IMHO.
So either way Tosca’s presence in Ted is ‘interesting’. He either thinks the management is doing okay and is on board for a decent profit, or he puts in a cheeky bid... Must keep the Board focused!
Mentions TED in there as well. But for those like myself who wonder why TOSCA has continued to build a huge stake in TED, we may soon have an answer of sorts. Or we may not....
"Toscafund, led by Martin Hughes -- nicknamed “the Rottweiler” -- has a habit of launching takeover bids for companies it feels are undervalued by the stock market and taking them private."
https://www.standard.co.uk/business/city-rottweiler-in-talks-on-11-billion-bid-for-talktalk-a4566216.html
In order to survive this ungodly situation, TED needs to change and adapt. The covid-19 will not be contained in the short term and will continue to harm all traders. I hope that TED is doing enough to find other ways to stay afloat while the battle against this horrible disease is on going. If TED can survive this difficult time then good days will return. In the meantime, let us all hold on tight for the rollercoaster ride... GLA
If they're smart (and the recent updates suggest that they're being so) then they will be further developing their markets beyond the UK. Their website immediately reminds any that visit it that they deliver to over 200 countries. Yes, the UK is an important market for TED, but it's far from the only market.
Looking forward to the results at the end of Nov.
They are heavily discounting at the moment and I get bombarded with marketing emails from them. I think Ted’s a loyalty brand and those that wear it love it. They’re not aiming for the boohoo market.
I’m hoping that whatever they lose in smart and suits they make up in casual. Especially if they’re cliental are more likely to take part in zoom/teams meetings, etc.
Hmm, I wouldn’t be buying too much smart/cas clothing to sit in the lounge for weeks. Sosander (womens’ smart/cas) quickly acquired a load of lounging wear in the first lockdown, which sold really well and was a life saver. Can Ted do smart supply and marketing, as opposed to smart shirts etc..?
Great for online sales and TED brand sell all over the world
?
Honestly, I do not expect the SP will go back to its 2015 height of over £27 but I will be very happy if it will revisit £5 some day, with fingers and toes crossed. With the current situation, I know it will be very hard but it does no harm wishing.
It's priced to fail, but it's not going to.
The brand is far too strong, IMO.
TED is a global brand and very popular in the Far East, in particular.
They've also inked several high-profile licencing deals recently - documented in previous posts.
No, TED isn't going to fail, but it may take some time before it's revenues knock on the door of a £0.7bn again.
Patience is the key here.
It does seem that negative comments are missing whenever the SP is heading north, lol
They’re heavily discounting at the minute. I bought two jumpers the other with 30% off.
No issue with the brand - the quality of product, cut, designs and stores is good. The issue was too much stock and mismanagement.
Over stock kills retailers - it's done it to many. You have to stop, cull loads of stock and start again. The brand is strong, the operations undermined that
Not until they can recapture their tired brand which was suffering badly well before Covid. I had a wardrobe full of Ray's beautiful silk lined jackets and nicely trimmed shirts back in the day but those days are long gone and IMHO unlikely to return. Same as Jack Wills, Superdry, French Connection etc they usually have their purple period once but seldom twice.
Not in the current environment. Will be good to see the recovery, but with this 2nd wave, it's going to suppress all retail stocks, even if their e-commerce is going great guns.
I sold out 2 days ago crystallise a 25% profit. Will definitely buy back in if back towards 90-94p. Too much risk of a further 10-15% slide due to macro economic factors
Ted Baker Plc, the global lifestyle brand, will be announcing its interim results for the 28 weeks ended 8 August 2020 on Thursday 26 November 2020.
This share price is gonna explode everyone get onto it now!!!!
We will see tomorrow what is going to happen!!!
It's the second time that the SP has shot through 127p in the past two days but a few party poopers have spoilt the fun. I think more hard work maybe needed to break this resistance.
I had in my diary that results are not due until December. If there is a momentum build up before results I think I'll take my profits the night before just in case.
I hoping it's going to build up nicely until then. A great recovery stock imo which I am now holding. I'm on their database and they are throwing the kitchen sink at digital marketing.