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Share Name Share Symbol Market Type Share ISIN Share Description
Ted Baker Plc LSE:TED London Ordinary Share GB0001048619 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.50 -1.09% 136.20 135.40 135.90 141.20 134.90 141.20 313,900 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 352.0 -107.7 -56.2 - 251

Ted Baker Share Discussion Threads

Showing 63451 to 63471 of 63475 messages
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DateSubjectAuthorDiscuss
16/7/2021
14:35
placing at 70p again no. 2
albanyvillas
16/7/2021
14:26
@hawfinch, Thank you for your thoughts, it's always good to exchange ideas. I appreciate that cash runway analysis is important in a situation like this. I do like to keep the analysis simple sometimes, that is for sure. When i say PE i am talking about a multiple of an eps that basically i have made up and am imagining in my head as possibly existing in three years time if revenue was 600m and net income 30m. Perhaps that was not clear from my post.
aringadingding
16/7/2021
13:18
Ted's target demo is 24 - 45 year olds. Their report highlights it’s more in the region of 35 - 55. Either way, that demo would’ve been least affected by the whole furlough scheme. Worst case scenario, they would’ve been furloughed for a few months during 1st lock down and now (12 months later) living life given they’re all probably working from home and not on furlough… “30m of net income on revenue of 600m would be 5%” – what makes you think they will see 600m revenues anytime soon. This company can’t just ramp up stock, it needs demand. Furthermore, they’re just about to release their A/W 21 range… they need to be conservative hence why supply will be limited (as you said – stock control not to even mention supply constraints). “Share price of 128p therefore 8.3x PE”… there’s so much wrong with this statement that I don’t even know where to begin. There’s a lot of people in these chats who just look at a few figures and a few ratios (probably don’t even know what they mean if you actually ask them) and reckon they’ve solved the puzzle. The last thing you want to look at in a company like this is its PE ratio.
hawfinch
16/7/2021
10:54
@Luddenden7 - What is that EBITDA forecast you are referring to, is it somewhere in these results sorry? https://www.londonstockexchange.com/news-article/TED/final-results/15015323 @hawfinch - I guess I mixed up two issues there with regards to "confidence". It splits into: Confidence in investors in public markets... which as we all know see-saws with crowd behaviour. Confidence of the high street consumer. Here, those being furloughed have not received 100% of their usual income, so there is the shock of that reduction, plus the shock of the pandemic, plus not being able to access the high street and Ted by their own admission being historically a bit slow to get their online presence sorted (now catching up). So again, if Ted can navigate this case squeeze, which came at a difficult time for the business, then the future is pretty good for shareholders. Early signs are they can so at this point I think it's all about patience on the part of shareholders.
aringadingding
16/7/2021
10:29
another way to look at it is to take the company's EBIT forecasts for the end of next year which were importantly re-iterated in the recent results. The equity is on 3.5x EBITDA if forecasts are accurate.
luddenden7
16/7/2021
09:52
if the company gets back to peak sales (just prior to COVID) then its currently on a multiple of 0.4x sales, very cheap in the context of trend multiples for the company which has averaged around 1.5x-2.0x over the past decade.
luddenden7
16/7/2021
08:35
The evidence of brand appreciation here is the historical revenue. Average of £600m in the 3 years from 2018-2020 inclusive. The yougov poll in a post above is also good evidence. Investors may have fallen out of love with the stock but that is very different to customers, very few of whom will have interest in stock market! Inventory issues impact cogs, sure, but not revenue. Stock control and margin mangement generally are challenges simply for management and systems to overcome. Ted now has expert financial management at the top. 30m of net income on revenue of 600m would be 5%. 30m / 195m voting rights is eps of 0.153 pounds or 15.3 pence Share price of 128p therefore 8.3x PE... so cheap if they survive the crisis (thanks to their cash) and get back to profitability (thanks to their customers who have saved money in the pandemic and their management). Surely this is what investing is all about! A normal PE of say 15x, and 30m net income, would be approx doubling of the share price. Seems like the fall in the last few weeks is related to wider market sentiment and not logic or fundamentals, unless lots of people know something i don't.
aringadingding
16/7/2021
08:29
@Aringadingding My post wasn’t negative, it was the truth. “For me Ted's clothes are at a good price point” – that’s because you’re most likely a millennial (or older). Once confidence comes back to the market, and they get back to growing ways both online and in multiple countries, then the share price will respond in my opinion.” – this is as confident as you’ll see the market. People were being paid to stay at home… Discretionary income at an all-time high… If TED couldn’t capitalise on that then that’s down to them. “Buffet (among others) buys brands because they have longevity and the potential to generate long term incremental profits by steady expansion geographically - makes sense” – Buffet buys brands that make money!
hawfinch
16/7/2021
06:49
very simple: the company raised 105m of new equity during that period hence a higher market cap
dealy
16/7/2021
01:52
If you look at the charts only ted looks interesting. But what is holding me back is that ted had a market cap of 100m at the end of Jan 2020 (pre pandemic) and now has a market cap of 250mWhat has ted achieved in 1 and a half years to deserve to be valued 2.5 times higher than pre pandemic. For as long as i can't work that out i won't be investing.
simmsc
15/7/2021
19:39
I think this is a classic 'buy when other people are being fearful' situation. Though I already have a substantial holding. Post 2274 by Hawfinch is particularly negative! For me Ted's clothes are at a good price point. It's for people who have a bit of money, want to buy something nice, and a bit different, but don't want to spend loads on something which is crazily priced. The brand has heritage and a simple clear identity. Once confidence comes back to the market, and they get back to growing ways both online and in multiple countries, then the share price will respond in my opinion. Buffet (among others) buys brands because they have longevity and the potential to generate long term incremental profits by steady expansion geographically - makes sense.
aringadingding
18/6/2021
23:27
Isn't Brown N group's issues credit and miss selling so it's a little different? Also has 400M debt :/ the fall here is warranted and stung me a little :( I bought at 120p more at 170 and doubled up at 212 ?? it's the inflation that's the worry here for me but it's likely to bounce if the 120p at a low IMO... any points Welcome ... If Tosca buy it out for 220p I'm happy ??
g2theary
17/6/2021
15:54
No one buys brands like that Slinky - we all buy from a portfolio of brands sometimes we spend a bit other times more - but no one only buys Ted or RL or BOO for that matter. What does matter is that Ted gets more buyers, most of whom will buy occasionally (once or twice a year), it's a numbers game - simplz
toffeeman
17/6/2021
14:16
I feel there is a short term opportunity soon to make a few %. However I am not a lover of this brand. I see it as a meaningless brand with no real set status associated with it. It's not cheap enough to level in with diesel etc but it's not desirable enough to be a good alternative to boss or RL. I just can't help feel that this is going to end up down the swany. Things turned sour after the scandal and I think anyone thinking about adopting the brand has that memory in their mind and thinks nah I'll stick to good old Ralph Lauren. For me I decided I'm not going to bother buying the dip. The dip could stay that way and then the longer you hold the more risk taken. Imo and gla
slinkyj
17/6/2021
07:43
They do. They could sell.
babbler
17/6/2021
07:18
To put that £350m annual revenue in context,. Even Nbrown (ie Jacomo and Simply Be) just did £169m in Q1 !
john09
17/6/2021
07:11
They’ve no choice really . They should just take it out
john09
17/6/2021
07:08
Tosca just added
dealy
16/6/2021
08:47
thank you for your permission mummy.
the_mandalorian
16/6/2021
08:47
go ahead and short it
dealy
15/6/2021
19:11
Sdry down over 5% today So clothing retailers getting knocked always
investtofly
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