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This is just my opinion.
Everybody knows, SDRY SP going up and TED going down. But today, Rns around 2.5m shares give the border. Why why, I went to some high street store, nobody in there. Director already changed the date of the annual report, two times, two times.....
Lots of staff lose the job but the board gets the bouns over the 3m GBP. This is a moral hazard.
I agree with it below. The BOD is not smart. I can't still understand why to delay the date of the result. If I owned the company, I must fire the CEO. Two times delay.
Hi Shareholder!
I got the ted 16000 (1.07 average price), I reckon, the share price will go up 2.5 before.
But I suspect, the board and CEO are not enough of control or leading the company.
Rachel Osborne was a CFO.
I can't believe, why they changed the date of the final result two times.
Now I am very confused, this share price is fair or undervalued?
Do I sell or wait till 14/ 06?
Please tell me a sell or buy as the following report.
Ted Baker set to slide to £65m loss after dive in store sales
Henry Saker-Clark, PA City Reporter
Ted Baker is expected to tumble to a £65 million loss after sales were slashed by the pandemic.
The enforced closure of bricks and mortar stores and the group’s focus on occasion-wear and formal clothing had particular heavy toll on its trading last year.
Analysts have forecast that the fashion business will unveil a £65.2 million operating loss for the year to January 30 when it updates the market on Thursday June 10.
The company’s results announcement has itself been disrupted by Covid-19, having been delayed by two weeks from the planned update on May 24.
It said at the time that “disruption caused by Covid on the audit processes” meant it had to push back the announcement to June.
Ted Baker2
Clothing from Ted Baker’s 2021 spring/summer collection (Ted Baker/PA)
However, it stressed last month that the update is expected to be “in line” with the expectations of industry analysts.
A day after pushing back its results, Ted Baker announced that it secured an extension to its refinancing arrangements, including a £90 million credit facility.
Liberum analyst Wayne Brown described the move as a “positive signal” that its lenders remain supportive despite the financial toll of the pandemic and resultant restrictions.
The pandemic confounded a difficult period for the brand which has seen its share price plunge by more than 90% over the past three years, despite a steady rise so far in 2021.
Last year, the company cut around 950 jobs after retail sales nosedived following the impact of the pandemic.
However, analysts have suggested that its restructuring efforts could place it in a strong position to rebound after heavily reducing its cost base.
Laura Hoy, equity analyst at Hargreaves Lansdown, said the performance of its online business will be “top of mind” for shareholders as they assess its recovery prospects.
She said: “The pandemic only accelerated a seismic shift toward online shopping, one that Ted was fairly unprepared for.
“But the level of success of the newly launched digital platform will offer an insight into how turnaround efforts are doing.
“We’d like to see online sales making up a reasonable chunk of sales, even as lockdowns unwind.”
The analyst added that shareholders will expect the company to highlight a leaner inventory model after it was “bogged down” by unsold products and heavy discounting last year.
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In my experience, Change to full year results to date, that is not good.
I think something is a wrong or bad result.
I just reckon an average price below. However, if you know the exact average price,
please advise.
They already got 26.4% and the biggest shareholder. I guess, average price -210P
Toscafund - before -Jun/2019 6% price - ? 373p(Assume)
- Dec/2019 6% price-373p (Presume)
-Jun/2020 14.4% price-75p (Exact)
I already mentioned,somebody bought 166/170k GBP few days ago. Still going up to 220.
Somebody bought 102,840. Someone bought over 100k.
Ted Baker PLC Trades
Date Time Price Quantity Value
Apr 30, 2021 16:41:23 168.97p 102,840 £173,771.97
I bought 1.07p x 17000 3 months ago. I believe it is going up when rock down erase.
Now, it starts the uptrend.
Why do not write yesterday? If I see your post, I did not buy it.
Hi!
Very unhappy day, today, I sold out 20,000 with 34.02p.
ABC and other PE is a really bad guy. they did not think about the company and people.
I wish, good luck to everyone
The AA board or CEO is very poor management, they only think about their money, does not think about the company or shareholder. In my conclusion, the deal has already gone. Do not put your money as like me.
I bought 32p and I got many times for selling above 35p. But I did not.
If I had sold, I will buy rr or mcro or nex. Wrong decision. Now I lost the timing for the sale however I do not wait till next week.
My scenario.
The board and director want to keep the position and they do not want to lose the job. Also, Saga's future is uncertain so maybe they will make the right issue as like saga.
Why Why they do not give any good news...The aa too greedy or not.
Today, keep the price around 35, could be going up around 38~40 because shorter must buy soon.
You can find a company without debit below.
BOE, FED TCS, UNILEVER,INFOSYS ITC and SUZUKI. HOWEVER you can't buy Bank of England and FED,HAHAHA
Somebody knows when to close the short.
Total 23,310,983 /3.75%.
Debt ration 233.53, that is not bad and the aa is reading company for a breakdown service.
Also, company cash flow is getting better from 2018 (316 -258-317 GBP M) and turnover is good (2018-960/2019-979/2020-995M GBP) and gross profit is still not bad.
Why 4 companies bid the AA.
Company Name AA plc Last Updated 24 Aug 2020
Industry Industrials Sector Business Support Services
Shares in Issue (m) 621.51 Market Cap (£m) 241.77
PE Ratio 2.76 Div per Share () 0.60
Div Yield 1.54 Div Cover 23.50
EPS 14.10 EPS Growth (%) 104.35
PEG 0.03 DPS Growth (%) -70.00
Debt Ratio 233.53 Debt Equity Ratio 0.79
Net Gearing 174.78 Gross Gearing 182.56
Asset Equity Ratio -1.21 Cash Equity Ratio -9.42
Quick Ratio 0.57 Current Ratio 0.58
Price To Book Value -0.15 ROCE 9.04
AA Dividends
Type Ex-Date Currency Dividend
H1 Dividend 03 Oct 2019 GBX 0.60
H2 Dividend 09 May 2019 GBX 1.40
H1 Dividend 04 Oct 2018 GBX 0.60
H2 Dividend 03 May 2018 GBX 1.40
H1 Dividend 05 Oct 2017 GBX 3.60
H2 Dividend 11 May 2017 GBX 5.70
H1 Dividend 06 Oct 2016 GBX 3.60
H2 Dividend 12 May 2016 GBX 5.50
H1 Dividend 01 Oct 2015 GBX 3.50
AA Company Financials
Assets (£m) 2020 2019 2018
Tangible Assets 52 123 127
Intangible Assets 1,354 1,331 1,300
Investments 87 27 42
Total Fixed Assets 1,493 1,481 1,469
Stocks 4 4 7
Debtors 257 223 201
Cash & Equivalents 149 116 150
Other Assets 12 6 0
Total Assets 1,915 1,830 1,827
Liabilities (£m) 2020 2019 2018
Creditors within 1 year 731 517 551
Creditors after 1 year 2,762 2,998 3,031
Other Liabilities 3 5 0
Total Liabilities 3,496 3,520 3,582
Net assets -1,581 -1,690 -1,755
Equity (£m) 2020 2019 2018
Called up share capital 1 1 1
Share Premium 410 408 406
Profit / Loss 107 53 141
Other Equity -35 -31 -24
Preference & Minorities 0 0 0
Total Capital Employed -1,581 -1,690 -1,755
Ratios 2020 2019 2018
Debt Ratio 233.53 228.71 237.54
Debt-to-Equity 0.79 0.85 0.85
Net Gearing 174.78 186.01 187.85
Gross Gearing 182.56 192.35 196.06
Assets / Equity -1.21 -1.08 -1.04
Cash / Equity -9.42 -6.86 -8.55
EPS 14.10 6.90 18.20
Cash Flow (£m) 2020 2019 2018
Cash from operating activities 317 258 316
Cashflow before financing 241 180 273
Increase in Cash 43 -34 -61
Income (£m) 2020 2019 2018
Turnover 995 979 960
Cost of sales 393 399 360
Gross Profit 602 580 600
Operating Profit 257 219 307
Pre-Tax profit 107 53 141
Profit / Loss for the year 1 1 1