TED Baker Share Discussion Threads

[liarspoker] 12/8/2008 16:01

The people who buy these clothes earn good money and are typicaly professionals most of whom still have a good job and money to spend. I am expecting a slight fall from historical sales figures but nothing too major. That fall I think is already in the price. These kind of shoppers seem to be fairly brand loyal too and TBK is an excellent brand. I don't have a crystal ball of course but I am confident enough going forward.

[miked500] 12/8/2008 12:48

I was short of these from 395p to 360p, not sure if they are a buy. If money is tight would people keep spending £60 - £ 80 on a shirt? Chart wise though looks as though they have reached a bottom for now.

[liarspoker] 08/8/2008 10:51

Reckon the 25K buy might be a share buyback.

[liarspoker] 07/8/2008 20:08

Volume at 5,788 would indicate shares traded.

The share price is up so that would suggest more buys than sells.

Don't trust the ADVFN trades page though when it comes to buys and sells as often they put the trade in the wrong column.

For example say that I buy a share at 100p online with a 10 second decision period. The price moves up before I buy to 105p at mid price ( half way between bid, sell, price and offer, buy, price. I am still able to buy at 100p but ADVFN's system records my buy at 100p as a sell because it comes in under the mid price.

I hope that makes sense. ;o)

[nhojrellek] 07/8/2008 17:30

hi where volume is 5788, does that mean 5,788 trades, shares etc. have taken place today. is it buys or sells.

thks

[liarspoker] 07/8/2008 09:45

Bought a few of these yesterday afternoon. Been watching them for ages and didn't think they'd fall this far but they have. :O)

Cracking little business imo. 30% + returns on capital on no debt, share buybacks, near 5% divi, good brand name etc etc

Reason for the fall I suspect is the wholesale side of the business which makes up around 26.57% of revenue. TBK is sorting this division and have said sales for w/s will be below those of last year.

[sruk77] 04/10/2007 21:40

Not to forget Ted Baker's link-up with The Carphone Warehouse to start retailing it's own branded mobile phones as fashion accessories:

[tameboy] 04/10/2007 11:56

Result Highlights (from )
• Further growth driven by the strength of the Ted Baker brand and multichannel
distribution strategy
• Profit before tax unchanged but slightly ahead of our expectations due to shift
in profit phasing from first half to second half
• Strong performance across the retail division – sales up 15.1% to £45.4m
• Wholesale sales down 4.1% to £20.8m as previously anticipated
• Strong growth in licence income, up 27.8% to £2.3m
• Initial response to our Autumn/Winter collections has been very positive.
Retail sales for the first seven weeks were 12.5% ahead of the same period
last year

Commenting, Ray Kelvin, Founder and Chief Executive, said:
"I am delighted to report another excellent performance for the Group as Ted Baker's
attention to detail and high product quality continues to drive the growth of the brand.
The initial response to our Autumn/Winter collections has been very positive and we
remain dedicated to the careful international expansion of the brand, through our
multi-channel distribution strategy.
The Board is confident in the outcome for 2007 and looks forward to the future with
confidence."

So yes, lets see £6+ again please!

[greengiant] 04/10/2007 09:19

Jack,
I am sure we will start to move up, results very good and a nice double bottom to boot!
gg

[jack cheyette] 04/10/2007 08:54

Nothing wrong with those results. Can we get back over £6 now please.

[jack cheyette] 03/10/2007 15:01

Interims out tomorrow. Ted Baker haven't been affected by a slowdown on the high street as much as most of the other clothing companies. They're a bargain at this price.

[cockneyrebel] 29/9/2007 11:24

retailers in general taking a hit - tighter credit, less to spend this Christmas - after a rubbish summer where they got stuck with a lot of summer clothing.

imo.

CR

[tameboy] 29/9/2007 09:21

Anyone know the reason for the recent price wobble? I've been trying to find info without success?

[cockneyrebel] 22/7/2007 15:44

Tipped as a buy in the Mail on Sunday





"Ted's a smart bet to beat the slump

The High Street has been in the doldrums over the past few weeks and most retail shares have suffered. Ted Baker is no exception.

The stock has lost more than ten per cent of its value over the past six months and is now trading at 592p.

But this company is different from many of its peers. It makes smart yet trendy clothes that appeal to a wide range of consumers.

It has also expanded into children's wear, perfume and other accessories. Plus, it has a growing presence in the Middle East and Asia where brand awareness is acute.

Last month, the company worried City analysts when it said retail sales were very strong - up 12.8% - but sales to wholesale customers were down 6.7%. However, it is shifting away from wholesale, focusing on its own stores and selling its products under licence.

The business was set up 19 years ago by Ted Baker and a culture of 'doing things right' permeates the company. This is a fashion label that knows what it is doing and what it stands for.

The retail environment may not be easy, but Ted Baker is more likely than most clothing store groups to withstand any slowdown in spending.

•• Midas verdict: Ted Baker shares are priced at a discount to many of its peers, yet it is well managed and focused. Many brokers now believe the stock could rise by at least 100p over the next 12 months. Buy.





CR

[cockneyrebel] 20/7/2007 15:41

Firm today on a weak day - bid target?

CR

[cockneyrebel] 18/7/2007 11:16

Goldman upgrade to Buy with a 735p price target:





"LONDON (Thomson Financial) - Goldman Sachs has upgraded Ted Baker PLC to 'buy' from 'neutral' with the target price raised to 735 pence from 685 pence, market sources said.

In a note published this morning, Goldman Sachs said that Ted Baker has fallen 14 pct from the February peak, reflecting concerns over potentially weak apparel trading during the recent period of wet weather and rising interest rates in the UK.

The broker added that the share price decline for Ted Baker is overdone. Goldman Sachs said it remains confident in its estimates for the company, and the shares now trade on a 2008 price-to-earnings discount of over 20 pct to the wider apparel sector. "

CR

[tameboy] 23/3/2007 12:27

RNS Number:5416T
Ted Baker PLC
22 March 2007



22 March 2007

Ted Baker PLC (the "Company")

Transaction in Own Shares


Ted Baker plc announces that today it purchased 830,807 ordinary shares in the
Company at a price of 590 pence per share to be held in treasury.

The Company now holds a total of 1,371,057 treasury shares.

The total number of shares in issue is 43,198,033 and the total number of shares
in issue excluding treasury shares is 41,826,976.



Enquiries:

Ted Baker PLC

Charles Anderson, Company Secretary
Tel: [phone]

[tameboy] 23/3/2007 12:13

back to 620 on good results. This company have a bright future IMHO. Good products and plenty of market to expand into. They have managed to buck the trend of poor performing retailers in UK. Wish I'd bought in when the price dropped, only lack of free funds prevented me!

[tameboy] 21/3/2007 20:53

Ted Baker PLC
Preliminary Results for the 52 weeks ended 27 January 2007
Highlights

* Strong performance of the brand in the UK and the US, particularly in retail.
* Development across Middle East and Asia commenced with the opening of six licensed stores in Dubai (2), Singapore, Bangkok, Jakarta and Hong Kong.
* Strong growth in licence income, up 14.3%.
* Proposed final dividend up 25.6% to 10.3p per share (2006: 8.2p per share), making a total for the year of 14.6p per share (2006: 12.1p per share), an increase of 20.7%.

Commenting on the results, Ray Kelvin, Chief Executive, said:
"As Ted Baker continues its global expansion we are pleased to report yet another year of success for the brand. Quintessentially British, Ted Baker's high product quality and attention to detail continues to drive the growth of the Group. We pride ourselves on our unique culture, which is inherent in all our products and operations, both in the UK and internationally.
We commenced the development of Ted Baker in Middle East and Asia through our licence agreements, while considering further opportunities for new stores in both the UK and the US. We remain confident in the long term strength of the Group and look forward to the year with confidence."

[tameboy] 30/1/2007 23:10

"Ted Baker CEO Kelvin sells shares to satisfay demand

LONDON (AFX) - Clothing designer brand Ted Baker PLC said chief executive
Ray Kelvin has sold 200,000 ordinary shares in the company at 645 pence per
share to satisfy institutional demand.

Kelvin now holds 16,537,276 shares representing 38.8 pct"

Does 'satisfy institutional demand' mean large investors?

I wish more people would come to this board and share in the delights of this stock. I feel very lonely.

[tameboy] 16/1/2007 10:19

yep looking good. Well done us for picking a retail stock which is bucking the general trend. Trading up 11%

[chester] 15/1/2007 14:11

Breaking out....

[tameboy] 20/11/2006 21:26

wee, enjoying the ride. Presumably on the back of improved profits?

[tameboy] 08/11/2006 08:11

ohh. Anyone know any reason for the sudden upturn?

[tameboy] 05/10/2006 10:59

Results out today seem encouraging given difficult market conditions. Expansion planned abroad also encouraging for the long term.

Any other holders out there??