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Did my research over the weekend and waited for news, so far so good. Formula for Growth seems to be working so bought in at the bell. Looks like effective cost management and strong online marketing are allowing foundations to be built for a good turn around. Happy to hold long term.
fomo's kicking in here I think, should be getting back to 100s
volume good at over 2m. need more of the same this afternoon. weak holders near clearing out then we can rise proper.
need*
Thanks to Vis on another board......
Ted Baker market cap £130m strip out £56.7m net cash = £73.3m market cap
£73.3m business expected to produce £30m FCF in 2023, Boohoo produced £68.8m, but Boohoo currently valued at £3.141bn
Huge disconnect in valuation, sure Ted need to do scrap costs and make the operation lean, get rid of loss making stores etc but £73.3m market cap vs £3.141bn is a huge disconnect.
A sitting duck for an ASOS or Boohoo to takeover TED imo.
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Id add Marks And Spencer also to that list.
Broker report out this morning....just look at the Target SP........
Ted Baker Plc TED Liberum Capital Buy 77.33 70.60 200.00 - Retains....SP Target 200p
with any takeover ideas - i think there may well be a bidding war - Next to be a candidate too
whoever doesnt get it ( should it ever be up for takeover) the rest of the competitors will want the winner to pay a premium price for it ...no one wants a competitor to buy it on the cheap
this could be well above a £1 by Friday
Don's insult Ted, M&S coming in for it (takeover) would be a disaster,,,wouldnt take them long to make it into an M&S ted...,.."this is not just any Ted Baker...this is M&S Ted Baker" lol
Ted Baker would be good for M&S , but ...M&S wouldnt necessarily be good for Ted Baker...... bit like asking Frank Spencer to hold a glass vase .... but...IF they handled it with care and respect..then.....
come on ted wave goodbye to the 70s
wee dip there to 79p. BIG push now ted!!
hold that back line...heave, ho...heave, ho....shut the gates.....keep the cheap Wildlings out... now... let's get some class aboard and smarten the price up a bit...
TED Ted Baker
Ted Baker shares swelled more than 10 per cent this morning, as the British fashion retailer reported a resilient balance sheet in the 11 weeks to 18 July, with strong online sales as shoppers were forced to turn to their screens during lockdown.
The lifestyle brand saw a 35 per cent increase in e-commerce sales during the period, raking in £35.2m from online orders as shops and department stores around the country remained shuttered. Online sales represented 69 per cent of total sales over the period, up from 25 per cent in 2019.
https://www.cityam.com/ted-baker-shares-spike-as-retailer-reports-covid-resilience/
support in the 77s just tested. onwards and upwards now. BIG push now. Ted army is strong today and getting stronger!!
nice and steady at 80p.
waters are calm now. but i think we lost a man earlier. man overboard by the name of ocean funnily enough.
might have to send a search party out to look for ocean.
Fashion stocks up today - even the worst of the bunch. Good price to get out in favour of better performing and Lower risk options.
market gets stocks wrong sometimes. like ASOS up from £10.50 to £35 since April. Ted could do the same.
Boo doing very well today. i thought it would reverse today. it put in a reversal pattern yesterday.
looking good my decision to buy some back yesterday at 69p.
just seen a flicker of 80p. come on ted. push on this afternoon. would love to see 90s today. never say never..