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Who else regrets buying this stock. My worst performing stock?
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.
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.
big bounce coming off 66.6p devil's number.
AGM in a weeks time. people mad to be selling now??
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
Why talk about a break up value when they are cash rich and can cover their overheads - even if trading isnt so great ?
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.
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
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.
Nothing says quality poster like a good old fashioned I-told-you-so post, thank you for the contribution
SP closed quite strong at 79p the other day. i don't believe 57p is coming. don't count on it.
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. :)
see even ocean sees value here. well oversold. down 5 days in a row??
66.6p i said. devils number. then BIG bounce up!!!
67.50p on the bid. v.close
saint-tropez
I dont foreward guess market bottoms nor try and suggest share prices 12 months in advance - the share price at the moment is geared very much to external factors which are making sentiment poor - and mid July and August trading volumes slow down and prices can be more volatile as such - 68p is cheap, whether it is the cheapest price, I couldnt tell you
I do think though that this is being taken down rather than the company being in such dire straits it deserves it -- IMO
but what matters right now is the ability to batten down the hatches and keep the roof on during a hurricane - and with the fact that they are now cash rich and can play down debts and not have any real concerns with covenants then there is a reasonable argument to say administration is unlikely -
Of course this year will be a turkey - but life will have to adapt to the new world we live in and people arent going to forget about expressing themselves and making themselves feel good - IMO
Page 65 of the Annual Report PDF - "Response to COVID-19 Cash Flow Assumptions " is useful to have a look at if you havent as yet
IIs own over 90%?
this image is old from 31 Mar:
https://pbs.twimg.com/media/EUdYrqxXsAUUkPc?format=jpg&name=large
I shop in both ted baker and M&S but I just don’t think the two are a good fit. Ted baker is low end designer/ high end high street, M&S is struggling high street with a mainly older demographic. I don’t think either would get anything good out of a deal imo.
It’s a bit like how Next owns Lipsy, two completely different demographics but a similar price point to each other so it works quite well. Ted and M&S two different price points
i can see 66.6 on level 2, hopefully we don't hit it
i'm not holding, i did hold and sold @ a tiny profit, feel for everyone on hear nursing a loss
(try not get emotional, stocks are like wild animals, they can bite the hands that feeds them )
Kelbelle
for exactly the reasons you have mentioned - a brand like TB might be just what they need - to achieve what it is they are actually slowly looking to do - move their demographic lower - and a TB customer may fit their food offer - i dont know it was just a thought
but - to be taking £10. 2bn group revenue a year and be struggling isnt the worst position to be in
could well be an RNS TR-1 on the horizon - but whoever is selling down - someone must be buying
@Poker chips
I personally feel in terms of any potential takeover that Next would be a better company to buy them out. I’ve had a think of potential companies and believe they are a better fit. They already stock some ted baker products online, they could definitely add ted baker concessions to their stores much like their lipsy concessions / stores. Could be getting ahead of ourselves and they may not even get taken over but it’s good to think ahead. With my customer head on I’d feel better seeing ted baker items on sale in Next rather than M&S, I feel it could put off regular ted baker customers a bit as M&S does still have that stereotype of older customers and even though I shop there and know it’s not all bad anymore, it would still put me off a bit
Kelbelle
Next is a strong candidate for sure - I agree - M&S needs to do "something" to move their ambitions along at a faster pace - whatever that may be
thanks
ooops - you snooze, you lose - almost 4% jump off that 67.67p low - everyone was watching and waiting to pounce
- what now ?
its nothing though from where its dropped from. hope a bounce up to 75/76 area by close.