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lol hedged
"If you achieved 1% when the overall market was down 10% = excellent.
If you achieved 1% when the overall market was up 10% = could do better."
Ocado returned 100%+ over the last year. FTSE 100 returned 1%, FTSE techMARK 100 returned around 15%
Amazon is still a growth company Neil.
The patent case is simply par for the course with tech companies.
The SP was boosted by Covid - now Covid is receding we are seeing an adjustment in sentiment.
Fundamentals are still the same - profits from Ocado Solutions set to roll in - SP will recover at some point and power on.
Yes Hedged you were right, but you never came on the board to advise anyone else to exit at 2750
Yet you are back at 2100 with "I told you so" stories
VERY HELPFUL......................NOT!!!!!!!!!!!!!
Growth company after 11 years Chilting?
The legal challenges in US/UK courts is a huge red light and Ocado give it an arrogant few sentences on its update?
Sorry but there’s a very dangerous set of blinkers on this board, a huge elephant in the room being completely ignored! I don’t want to wake up one morning here with an RNS stating it’s lost court cases and SP down 50%!
Neil
Do you understand what a growth company is?
https://www.investopedia.com/terms/g/growthcompany.asp
Just added this morning.
I wouldn’t be taking any investment advice from this board either Hedged.
Most here have watched their investment drop from 29 to 22, or a -25% drop in recent weeks.
I can’t see any logic in and loyalty to an equity like this.
No EBIT for 11 years on market and 21 years, ever!
No dividend, ever!
It has court cases in US & UK challenging it’s core assets!
I understand the excitement from the get rich quick ‘know it all’s’ (same Bitcoin brigade) But because the equity is so unstable and volatile on these markets, it’s no longer for me as a short term or otherwise investment.
Good luck to those seat of your pants who do own shares, you will need it.
If you achieved 1% when the overall market was down 10% = excellent.
If you achieved 1% when the overall market was up 10% = could do better.
Selling, changing mind = fine. Calling Ocado's 100%+ yearly return "only okay" = embarassing
And I've been right. I exited when the chart looked toppy at 2,750. Missed 3-4% more to the upside.
When the situation changes, I have the right to change my mind.
Hedged, in a few weeks you've gone from "cup and saucer pattern" to the upside, to Ocado being completely worthless.
I think that MKS will turn out to be a good steady long term investment for those of us who took advantage of the low entry point back in the summer - below £1 - the SP could easily double over from present levels the next few years as the company moves forward and dividends should eventually be good. My main reason for investing in MKS is to invest profits made more speculatively elsewhere, in this case CWR.
Ocado is far more dynamic and anything is possible, I think long term investors here will continue to see excellent capital growth for a prolonged period. The level of investment here deserves to be much higher than MKS. Its certainly a case of buying in the dips and not selling at all.
So both companies are worthy of investment but for different reasons and both deserve a place in any diverse portfolio.
Exactly OWLS,
WolfofWarks - Great you have jumped on board.
hedged,
Ocado shares have performed better than 95% of FTSE 100 stocks over the last year
You have compared Ocado group to other online retailers but the vast majority of Ocado groups value is derived from software development. If you want to compare it to others you should compare it to software development companies. A fair benchmark for Ocado groups share performance is the FTSE techMARK 100. You will see it has vastly outperformed that index.
Marks and Spencers bought half of Ocado's online retail operations in 2019 for £750m. Today the market values Ocado's remaining half of Ocado retail at a value of roughly £1.75bill.
Ocado groups market value is £16.5bill. £14.75bill of Ocado groups market cap is derived from the value of its software development/robotics division - Ocado solutions.
Hedged, to claim that OCDO have done "OK" in the last 12 months is a ridiculous statement.
I wish all my investments were only OK, I'd soon be the worlds richest man, more than doubling my money every year !
Over the last year MKS is down 10%, OCDO is up 107%.
Over the last 3 years, MKS is down 58%, OCDO is up 784%.
How anybody can claim that MKS has been the better investment is beyond me.
Over the last year MKS is down 10%, OCDO is up 107%.
Over the last 3 years, MKS is down 58%, OCDO is up
The likelihood is any sales transaction tax will be pushed back down to the consumer anyway right.
I bought back in here on Friday and missing out last time on the rise to 2800p but with a much longer term view this time round.
Yes, looking at that headline its easy to guess what the next line in the Chancellors speech will be.
Hopefully, though it will just be a tax per transaction, rather than on the value of the order - Ocado benefit's from anything that pushes the average order size up - in this case it could just encourage the customers who place lots of small orders to reduce their order frequency and place larger orders.
The High Street fund announced today could have a negative effect with the possibility of an online sales tax to pay for it. As previously mentioned caution here in the short to medium term.
hedged
Ocado's business structure is based on Customer Fulfillment Centres and their capacity dictates total achievable turnover.
The only way that they can substantially increase turnover is to build more CFC's - they plan to open another 3 this year, eventually adding another 40% capacity to their UK business.
Obviously, other supermarket chains are more nimble than this and can add capacity quite easily by simply buying more vehicles and hiring more staff, but this is expensive and inefficient, it simply eats into profits with every additional home shopping order.
So, globally the only real answer is automation of grocery delivery from CFC's and with the growth in demand for home delivery, Ocado is set to benefit as a tech company rolling out the CFC's around the world - currently 14 are under construction.
I have repeatedly stated I do not have an account on the advfn chat, and moreover I have no interest in this site. Fact.
I sold half my M&S equity last year at the back end and removed my original investment and as always left only my profit. I use wholly past profits to invest further in multiple equities. I made that quite clear on the M&S chat.
I am pleased I occupy your interest sufficiently that you would spend your private time and a great length, one should be quite flattered.
If your actions were physical it may be considered as stalking which I previously stated you should be care of.
Now mind your own business.
Spend what time you have looking at your own interests and when this equity is likely to find its base.
Others who follow your advice and hysteria would be better advised to ignore much of what you state as it’s content is wafer thin and very little in the way of research.
Any knowledge you share is copied and pasted and bares little resemblance to the facts.
Have a good day all.
Of course Ocado has performed better than some stocks. But I didnt cherry pick as I compared to some in the same sector and some in totally different sectors. Since the bottom in March, Ocados rise hasn't compared to the ones I mentioned. And its unlikely to be going forward too.
AO World, boohoo and Dunelm will perform better than Ocado this year in the online retail sector.
Ocado will unfortunately go below 2,000.
I like the online stocks, but ocado needs to make bigger profits and to take more market share from store based shops.
Fair enough edtheeuph. Best of luck with the strategy. You've been consistent in your comments.
neilhumphreys5ya on the other hand changes his story regularly according to how the MKS/OCDO share prices fall/rise. As Karister points out he declared he sold much of his MKS shares in November 2020 on the LSE MKS board.
On other boards Neil has even declared on Nov 2nd 2020 (after the Autostore court case date) that he was fully invested in Ocado having completely sold out of MKS
His profile on the advfn board is below. Look at the 8th and 9th posts down on page 1. I have copied the posts below:
https://uk.advfn.com/forum/search?q=neilhumphreys&index=posts&post_poster=on
02 Nov 2020 - 13:58:07 - 577 of 588
Many will be caught out here in my view as the lows have come and gone. Only upside now. Do your own research and don’t listen to the strange folk on here. I am so happy Ocado going back up! JV going exceptionally well with M&S we could see sales on Ocado top £3b Per annum! Fantastic and well done all, wish I was in M&S!
Neilhumphreys - 02 Nov 2020 - 12:48:05 - 7336 of 7433
I don’t have M&S equity as I sold at 135 and 111, and I am fully invested in Ocado. One wishes I had additional resources to invest in M&S as I expect 120 on this equity shortly!
Do your own research and stay happy guys and dolls yeah!
You will see in his other posts he dishes out verbal abuse time and again.....
Best of luck Ed_win re your additional Ocado share purchases. Futures indicating currently it should be a good day on Monday
I'm with Neil on the MKS front.. I hold both MKS and ocdo, and I'm pinning my hopes on them both complimenting each other, they have been balancing each other nicely with a steady increase overall for me, so I'm looking forward to the next year.
May I ask for clarification? A few months ago you said you had sold MKS for 90. This year MKS is at most +10%.