Member Info for ForeverNever

TED isn't trying to be an upmarket brand. It is an upmarket brand.
Secondly if you don't understand the dynamics of what M&S are doing you won't understand. As I say watch this space, TED may not be part of it but they will be talking to one another.

Looking forward to next few weeks and general write ups over the weekend to read.

M&S won't buy TED.
They will partner with them as they are doing with other big brands. Watch this space.

Great response in the SP today.
Amazing to think this was over 200p not that long ago! Going to be a great growth story over the next few years and that's if it doesn't get brought out.
I'm a big TED fan, been buying their clothes for years and nothing changed. Still great quality product.

Through the worst of it now and standing on their own two feet whilst still making business improvements.
This year we have back to work and a massive increase in weddings which will help drive TED into a very good 2022.

Why make a point and moan about it when it's easier just to filter??

Putin could invade, reading between the lines it would be the best option to avoid a large scale war.

Europe are not standing down on Ukraine joining NATO. Crimea is recognised as Ukraine. The moment Ukraine join NATO Russia will be considered as attacking Ukraine thus NATO will instantly defend creating a mass war.

That's why Putin want assurances they will not join NATO.

By taking over Ukraine now will be quick and swift. But no war with NATO and only blocks put in place for trading etc. This will likely end quickly and quietly as Putin will threaten switching off gas supplies. Something which has already worked with Germany!!

Putin will not give up Crimea and won't want a mass war with NATO. What other options does he have ?

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)

Based on the relentless selling down trend in SP I think that's what the market is expecting. My worst performer now!!

Update looks pretty good. Cash nearly equivalent to the market cap. Not taking into account any assets.
My main concern was they were selling too cheaply but looks like they have increase revenue per sale too which helps the bottom line massively especially whilst they have less bookings.
I'm happy with that. This was always a gamble but may add while down here.

Hmmm.
Seems to me people don't even look at the equity the business. From last report it's about and 480m equity in the business less 50m debt.

The company is hugely geared to growth mode too. I don't kno why people keep saying it isn't. Very short term view many take here

Quite right and as I have mentioned before this case is very much open to interpretation of the agreement. Conway acted in favour of CP. I fully expect the next round to be more in favour of CW and then they will have a settlement far far far less than what was put forward. Don't forget Conway also acted in full favour of the losses too which was way overdone.
If you have an appetite for risk this is a great share to maximise profits in 24 months time. Each share is cheaper than a packet of crisps so get loaded.

Of course prices are rising. Everything does go up in price when we have inflation at 5%

Are we still selling suits at the same price we were in the 80's and are the costs the same?

Costs go up prices will go up. It'll all come out in the wash. All.companies have the same issues. If it was just ted that had increased costs compared to the compeition I'd be worried. But it's not so its effecting all and as a result we all as the public will be paying more for our clothes. It won't cause me to shop somewhere else

Short term heads winds. If you all stopped panicking and brought up to bring your average down you wouldn't be in a much better position in 12 months time.

These guys know how to grow and build the business.

If we had hundreds of millions of debt to maintain it may be a different story.

My take is that it won't be the 1.7 billion or what ever the silly number was and it won't be the 28m either.
The appeal will take place and another view will be taken. I fully expect Cineworld will be in breach in certian areas as its all down to interpretation. Conway interpreted nearly all against Cineworld, there will be some dialogue and this will be reduced simply through Cineworld demonstrating Cineplex were in breach or arguing the fine imposed against lost synergies was overcooked.

Cineworld with doors open and movies lined up is a cash cow. Even more so with divi's not being paid.

Cineworld will drag this out whilst making hay with the cash registers ri ging. By then money in the bank and SP much higher today there will be a settlement at which I'm confident will be nothing drastic. We then move on.

I invested due to Mooky, he played the last 24 months extremely well and I have full trust in him. That's why I am happy holding long term.

Everyone can argue and everyone has different views. Only time will tell.

Well this will make travel easier:

http://news.sky.com/story/travel-industry-says-scrapping-testing-would-have-no-real-impact-on-omicron-spread-12509310

It's annoying me the more and more organisations and scientists that come out with these random comments and nothing to back it up with.

I just look at the SA data and interpret from there. At the moment I consider it a milder form, also SA have just announced despite everything they will not lock down as they are not seeing the starin on the health service.

Mooky has run the company extremely well in my mind. I have seen other companies completely diluted during covid, he has managed to get by without doing so. He knows the business and has large skin in the game.

We need to remember this is not the final conclusion and often or not the objection can lead to months or years of debate and even if they are still be found to be in the wrong I fully expect the fine to be massively dropped.

When we previously had SP crashes everyone called doom and gloom and that CINE was over. Its happening again albeit I think slightly worst case.

Mooky will fight for his family fortune, mark my words and I am sure he will have a plan of attack.

This isn't over by a long way

But don't forget the way we clock deaths is going to show deaths due to Omicron. Anyone who dies within 28 days of testing positive gets put down as a covid death. Therefore there will be deaths related to Omicron regardless..

The data entry needs to be changed or we will keep getting the same results.

1500 people roughly die per day prior to covid.

Huge increases in Internet activity over the last few months.

https://www.similarweb.com/website/tedbaker.com/#overview

Hoping for a very good update after Xmas.

Completely disagree but I guess we are splitting hairs here. If I thought this was a value stock I would not be investing. Why would I as based on the annual profits and the market cap this would still keep falling. This is a growth stock, has been from the start and they have no intention to stop.

Growth stocks are expected to outperform the overall market over time because of their future potential. Value stocks are thought to trade below what they are really worth and will thus theoretically provide a superior return.