Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Really shoud be a £500m Mk cap company.
The company was priced to failed around the £1 mark. IMO the SP is just getting started. Mentioned on here a couple of months back that I have no appetite to sell below £2.50 may revise that upwards for longer term hold. Brand exposure of Ted is enormous and worth looking back at previous years revenue (figures to see what it’s capable of. The much needed transition of the brand appears to be going well with more relaxed style products introduced and exposure in the likes of GQ magazine. Ted Baker will attract plenty of customer visits in store and online with the pent up demand for occasion wear, hopefully the new ecommerce platform is ready to launch in time for this to showcase the overhauled style direction. Also mentioned previoulsy TB would be an amazing aqusition for the likes of Next. Easily worth £300m+. Holding from 0.80p
Often seen profit taking on ASOS on updates followed by higher surges the following day or two. I've resisted taking any profits as I think momentum will build towards the mid £60’s.
Has trading been suspended? Haven't been able to get a live share price since 8.27am.
Think we'll get a jump into the blue when no online sales tax is confimed in this budget.
Reluctant to sell below £2.50 personally. Current £234 Market cap is substantially undervalued IMO given Ted’s brand awareness and global reach. Recovery can be sharp if Ted get it right. No doubt there will be huge business rate reform for retailers today. Online sales tax is a long way off and will take some level of intentional coordination to work. Business rates reform will go a long way in helping retailers. Wonder if the government have looked at some form of Shop Out To Help Out scheme....
Rotation out of Tec/Covid gainers taking place to buy travel/retail stocks for a quick gain. Money will be back...
What's the RNS people are expecting? Trading update?
I've done precisely the same, couldn't stay in a stock that has moved 240% in two days any longer. Jumped out at £45. Thanks for posting the tip on the Kanabo page. Hype is moving here...
Out @ 45. Quickest 80% ever made. Good luck to the holders great potential here. i'll be back in!
Love to see it! Well done all who believed in ASOS and held strong though the predictable trading patterns. All the signs were there for £55+ share price. The Online shopping revolution is here to stay post COVID. Still holding on to 50% of my March purchese...
Undeniably solid share to be in heading into the April update. Don't be fooled into selling in the £47-£51 range, you'll regret it. Topshop transition will be seamless and rewarding. Asos is safe money and has legs...
Around a 50% drop in revenue was pretty much priced in here. Lack of positive updates there, should stay fairly flat above £1 until further news. Disappointed in the ecommerce sales, hardly any growth even with stores being closed. Think Ted is a speed to market dinosaur in this fast fashion world. Management were not quick enough to bring in more casual, loungewear and beauty lines which trended with every online retailer throughout the pandemic. Far too much occasion wear that should have been pulled in an reactive supply chain. This has to change, I hope we hear news on this when the new ecommerce platform is rolled out. The restructure need to go deeper, design overhaul would be well received. General pricing needs to be lowered IMO to attract higher volume of sales. Brand is stuck in a rut, I believe it's trapped in a wait until the sales purchase attitude by the consumer because of his high price point. At these levels I wouldn't rule out a bid approach at all, under a joint fund venture deal from the likes of Next or even Asos who have the resources to transform the business further. Good money to be made here as the pandemic eases either way. The brand is it's strength at the moment. Holding tight.
The last update contained strong cost control measures, performing way ahead of expectations. Ted is on track to weather the Covid storm, they will soon reap the rewards as lifestyles begin to return to some normality. Revenue could be down as much as 50% mainly due to store closures and non existence occasion wear sales. This will soon change rapidly! Online casual and beauty sales will be the deciding factor of revenue. Hopefully product offering and supply chain were quick enough to fully capitalize on this. For me I would like to hear that there has been steep increase in online sales over this period which will lay the foundation for an accelerated focus to mainly online sales strategy. Ted Bakers brand awareness is still undeniably strong. 2019 revenue being £630,478. Cash position is relatively strong given the the awful couple of years. strong buy for me, any further signs of positivity in the balance sheet and this share will jump to £3. If results are disastrous buyout offers will be flooding in...
Can’t see this going for less than a deal worth £55 Million. Boohoo & Next will explore this after missing out on the main Arcadia brands. They both have war chests open!
Interesting week ahead with the 11th Feb update and funds circling lifestyle retailers. Anyone else thinking Ted is a prime target for multiple takeover approaches? Certainly not selling anytime soon...
Well done all how held through the end of last year, this share was looking like a very a risk proposition. Incredible acquisition power being floated around in retail at the moment. Ted Baker could be next in the headlights light...
First of many...
The remaining brands could be a steal for Boohoo. Doesn't seem to be much competition What do we think's an attractive acquisition price for the lot 20M? The Boohoo marketing machine will transform these brands in no time. refresh, rebrand and relaunch. All Boohoo brands will be pushed onto the new customer base which has value alone. Could see these recognizable high street brands sitting nicely on the Debenhams fashion website.
Should be called out for borderline institutional racism how some of the British press have been relentlessly attacking the Kamani family.