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TED BAKER........SWARF CLASS RETAILER.......NOT PRIMARK LIKE. (TED)     

goldfinger - 23 May 2014 16:12

TED BAKER SHARE PRICE INFORMATION

Name Ted Baker Epic TED
Sector General Retailers ISIN GB0001048619

Activites Ted Baker plc is one of the fastest-growing leading lifestyle brands in the UK. Its collections have expanded rapidly since its beginnings as a menswear brand in Glasgow in 1987. Today Ted Baker offers a wide range of trendy and innovative collections including: Menswear, Womenswear, Global, Endurance, Accessories, Teddy Boy, Teddy Girl, Teddy Baby, Ted Baker Home collections, Fragrance, Footwear, Eyewear and Watches. Ted Baker has a portfolio of stores in the UK and the USA and is also present in leading department stores.

Sector GENERAL RETAILERS

Mkt.Sector 25FS Mkt.Segment STMM
Turnover 322 Profit 38.92
Norm EPS 67.20 PE Ratio 27.02
Market cap 793 NMS -

News
07/05/2014 16:43 UKREG Ted Baker PLC Annual Report & Accounts and Notice of AGM
02/05/2014 18:31 UKREG Ted Baker PLC Total Voting Rights
02/05/2014 18:03 UKREG Ted Baker PLC Director/PDMR Shareholding
24/04/2014 10:48 UKREG Ted Baker PLC Director's Dealings

Chart.aspx?Provider=EODIntra&Code=TED&Si

TED BAKER BROKER VIEWS

Date Broker Recommendation Price Old target price New target price Notes

24 Mar Jefferies International Buy 1,814.50 2,300.00 2,500.00 Retains
20 Mar N+1 Singer Hold 1,814.50 2,100.00 2,200.00 Reiterates
14 Jan Cantor Fitzgerald Buy 1,814.50 2,350.00 - Reiterates
10 Jan Liberum Capital Buy 1,814.50 2,300.00 2,300.00 Reiterates
09 Jan Cantor Fitzgerald Buy 1,814.50 2,025.00 2,350.00 Reiterates


goldfinger - 23 May 2014 16:17 - 2 of 28

What about TED, looks like its found support but isnt cheap on fundys. Forward P/E 20 ish. historicaly.........21 ish to 31ish.

Risk?Reward play??????????? Went long a couple of days back and in profit. Looks way oversold on the chart.

Chart.aspx?Provider=EODIntra&Code=TED&Si

goldfinger - 23 May 2014 16:17 - 3 of 28

TED BAKER BROKER VIEWS

Date Broker Recommendation Price Old target price New target price Notes

24 Mar Jefferies International Buy 1,814.50 2,300.00 2,500.00 Retains
20 Mar N+1 Singer Hold 1,814.50 2,100.00 2,200.00 Reiterates
14 Jan Cantor Fitzgerald Buy 1,814.50 2,350.00 - Reiterates
10 Jan Liberum Capital Buy 1,814.50 2,300.00 2,300.00 Reiterates
09 Jan Cantor Fitzgerald Buy 1,814.50 2,025.00 2,350.00 Reiterates

goldfinger - 05 Jun 2014 19:52 - 4 of 28

Very bullish artcle on TED from last Friday. Missed it then.

Ted Baker suits Jefferies
An expected strong set of results for clothing retailer Ted Baker (TED) in the first quarter should serve as a timely reminder of the brand’s strength and an opportunity to buy into its longer term growth potential, according to analysts at Jefferies.

‘We expect TED to report a strong first quarter update (19 weeks to 7 June) with around 15% sales growth – a notable delivery considering the comparable base where they reported 31% growth in retail and 41% in wholesale sales last year,’ they said.

Jefferies also pointed to the company’s global expansion and movement into new markets as reasons for optimism. Ted Baker has opened new stores in Pennsylvania, Queensland and Egypt, launched a personalised men’s suits service at Selfridges and will next month move into upmarket audio products. A £3 million investment in its website should also help it to more than double e-commerce sales over the next three years, they said.

‘These are examples of continued innovation of the brand,’ they said. ‘We believe the recent share price weakness presents a good opportunity to buy in for the longer term.

The analysts rate Ted Baker as a ‘buy’ with a target price of £25. Shares were up 1% at £19.18 on Friday.

cynic - 06 Jun 2014 08:33 - 5 of 28

sticky - TED's figures are due on 10th i think ..... if you have a good profit, i'ld be inclined to bank at least a good chunk of that beforehand as surely the odds must be quite short on "sell on the results"

skinny - 10 Jun 2014 07:04 - 6 of 28

Interim Management Statement

"Strong performance across established markets, newer markets progressing well"

Ted Baker, the British lifestyle brand, is pleased to announce a 17.9% increase in Group revenue for the 19 week period from 26 January 2014 to 7 June 2014 (the "period"), compared to the same period last year.

Retail sales for the period were 15.8% above the same period last year, while average retail square footage rose by 9.5% to 323,872 sq.ft. (2013: 295,670 sq.ft.), reflecting a strong performance across our established markets with our newer markets continuing to progress well. Our e-commerce business, benefitting from our new platform, continued to perform very well, with sales increasing 48.1%.

During the period, we opened two new stores in Glasgow and Heathrow Terminal 2. We continued our expansion in the US with a new store in Philadelphia, two new concessions through a leading department store and a further outlet in California. We also opened further concessions in Spain, France and the Netherlands and an outlet in Paris. In Asia, we opened two concessions with a leading department store in Tokyo.

Wholesale sales for the period were 25.2% above the same period last year, reflecting a good performance from our UK and export business and a strong performance from our US wholesale business, where the Ted Baker brand continues to gain traction. Notwithstanding this strong performance, we anticipate low double digit growth for the full year.

Gross margins were in line with our expectations, and broadly in line with last year.

Our product and territorial licences continue to perform well with new licensed store openings in Dubai, Cairo and Saudi Arabia. We also opened a new store in Brisbane with our Australasian joint venture partner.

We continue to invest in our people and infrastructure to support the long term development of the Ted Baker brand globally. We are pleased with the progress of our implementation of Microsoft Dynamics AX business systems across the Group, which remains on track.

We intend to announce our interim results for the 28 weeks ending 9 August 2014 on 2 October 2014.

Commenting on trading, Ray Kelvin CBE, Founder and Chief Executive said:

"The Ted Baker brand has continued to perform very well and we have delivered further progress across our global markets and distribution channels.

We are pleased with the performance of our Spring/Summer collections both in the UK and internationally, which is testament to our skilled and passionate team. Commitment to quality, design and attention to detail underpins everything we do and we remain focussed on our strategy to further develop Ted Baker as a global lifestyle brand."

goldfinger - 10 Jun 2014 08:03 - 7 of 28

Excelent trading update.

cynic - 10 Jun 2014 16:39 - 8 of 28

hope you did what i suggested and sold at least some yesterday
"sell on the news" was the right prediction, as indeed it usually is

goldfinger - 10 Jun 2014 17:04 - 9 of 28

Yep after first hour put all monies in SMWH and nicely in profit.

cheers.

goldfinger - 10 Jun 2014 17:05 - 10 of 28

Ill be returning here though when SP goes through 2000p again.

cynic - 10 Jun 2014 17:15 - 11 of 28

good chap .... wish i was as good with my own money as i am in advising others :-)

cynic - 11 Jun 2014 08:47 - 12 of 28

told you would have made a good short selling before the figures, as down a further 27 this morning
i'm red hot with these cyber positions!

goldfinger - 11 Jun 2014 09:31 - 13 of 28

Bollox you mean the whole market is down and as been for 4 days.

cynic - 11 Jun 2014 09:38 - 14 of 28

not quite fair :-)
did i not say to you that you should sell before the figures?
i'm pretty certain that on your chart thread i even suggested a short before the figures wouldn't be a bad idea either
did i do it?
of course not, other than in my head and as i have always admitted


goldfinger - 11 Jun 2014 15:36 - 15 of 28

Hope your shorts going well Cynic. smirk.

cynic - 11 Jun 2014 20:52 - 16 of 28

only short dow and still wish i'd been short TED as that would have been quids in
so goddam easy with cyber positions

goldfinger - 11 Jun 2014 20:59 - 17 of 28

But youd have chickened out earlier this afternoon when it was 24+ at one stage.

cynic - 11 Jun 2014 21:12 - 18 of 28

quite possibly, but with a cyber position, one always calls right ... anyway, i was playing golf this afternoon so never saw

cynic - 13 Jun 2014 13:38 - 19 of 28

the performance of sp here over the last few days is a classic example of the danger of playing with shares that are horribly illiquid

goldfinger - 13 Jun 2014 14:47 - 20 of 28

Yep your right SHORTERS BEWARE.

cynic - 13 Jun 2014 14:55 - 21 of 28

investors of any colour beware
these cyber positions are spiffing; they're nearly always on and in the money ..... wonder why no one else uses them here :-))
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