Ted Baker Share Discussion Threads

[hawfinch] 25/5/2021 17:51

Results delayed... i reckon hefty impairment

[gregpeck7] 24/5/2021 10:14

Mulberry (MUL) getting ready for next leg higher. Make sure you have some in your recovery portfolio. Going to be a huge re rate there as well.

[dennisbergkamp] 23/5/2021 20:54

I still like their styling, and definitely see a strong market for it. I'm definitely aware of styling too, so I'm happy to see where this goes in the longer term

D

[thetwentiestrader] 23/5/2021 19:17

Hi all, I have written a quick primer for Ted Baker going in to results next week. Analysis of current status and what to look out for on Thursday. hxxps://www.thetwentiestrader.com/post/ted-baker-investment-case-stock-market-evaluation

[qsmeily456] 23/5/2021 10:54

C400m turnover...profits higher cost base lower but thees been big dilution here don't forget....so factor that in.

Plus the brand has been neglected at best by the useless chief....she has to go and fast imho

[micha14] 21/5/2021 18:15

I agree with lluddenden. Toscas sale was a one off, perhaps they reached the threshhold of some institutional rules significance. There is really no reason why in 2021-2022 current year the business wouldnt turnover 500m and make a 25m net profit.

[luddenden7] 21/5/2021 06:52

UK Retail sales +42.4% year on year, +9.2% from March to April alone with clothing and footwear retail driving the increase in April, offsetting the decline in food retail.

Bodes well for TED today

[hawfinch] 19/5/2021 22:59

The highest price Tosca bought was 322 prior to placing... See post 2194...

as for your price, you actually think after results ted will be worth 475m~ MC?


Sales were 170m in last interim... I personally think sales will be under 420m. & that's an aggressive assumption...

[g2theary] 19/5/2021 21:53

Tosca sold their 1% they bought in Nov for double bubble ... they were buying big at above 400p and are balls deep in the placing ... they aren't going anywhere. I've been holding a small amount since 112p and bought more last week... I'm saying results will throw this over 250p :) AIMHO as always DYOR :))

[hawfinch] 19/5/2021 08:16

Provide a link Ludden? Unless youve looked at all their previous substantial minority holdings throughout the years and checked when they sold & have come up with a figure that way?

[luddenden7] 19/5/2021 08:01

Tosca's target price on this is £3.30 by next year. Their recent sale is a one off, in my view.

[peteret] 17/5/2021 15:18

Should we buy more or sell That is the question

[hawfinch] 17/5/2021 11:15

Tosca:

Date of threshold, Holdings, %, Ted total shares, Avg Price (rounded)
06/12/2019, 2,618,841, 5.90%, 44,566,689, 322
10/12/2019, 5,309,995, 11.90%, 228
11/12/2019, 5,594,195, 12.60%, 282
03/02/2020, 5,965,187, 13.40%, 186
05/02/2020, 6,284,830, 14.10%, 225
07/02/2020, 6,907,209, 15.50%, 240
10/02/2020, 7,207,209, 16.20%, 258
17/02/2020, 7,583983, 17.00%, 244
31/03/2020, 6,472,744, 14.50%, 92.5
19/05/2020, 6,412,776, 14.38%, 102
04/06/2020, 7,494,007, 16.80%, 44,586,562, 115
19/06/2020, 40,503,863, 21.90%, 184,586,562, 110
22/06/2020, 44,203,863, 23.90%, 184,586,562, 98
25/06/2020, 44,321,277, 24.00%, 184,586,562 , 81
03/07/2020, 46,688,863, 25%, 184,506,843, 80
22/07/2020, 48,159,797, 26.10% 184,576,879, 82
26/04/2021, 49,690,083, 26.90%, 184,605,541, 169
10/05/2021, 47,835,334, 25.90%, 184,608,786, 199

Can't really format the info the way I have it, but it's there.

[bookbroker] 17/5/2021 09:14

Likely breaking even here currently, Tosca, were buying in at around £4.00 a share end of 2019.

[hawfinch] 15/5/2021 11:37

O that rottweiler bought near the end of 2019 when MC was below 200m. Theyve probably made 2x return. Surely an exit strategy must be underway for them. Always knew they wouldnt take TED private.

[toffeeman] 15/5/2021 11:10

>> Hawfinch - 75p

[simmsc] 14/5/2021 22:44

No, but i saw the fund manager at Tosca wearing a ted baker shirt

[hawfinch] 14/5/2021 17:59

What is toscas avg price?

[toffeeman] 13/5/2021 15:34

Tosca selling

[gregpeck7] 13/5/2021 06:20

Excellent Burberry results ( BRBY ) good read across to here and MUL

[hawfinch] 12/5/2021 21:07

30% off everything...