George Frangeskides, Exec-Chair at Alba Mineral Resources, discusses grades at the Clogau Gold Mine. Watch the full video here.
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looks like shorts are closing for now , lol
The convertible bondholders exercise price will no doubt be much higher than this and at the moment they are in it purely for the coupon and their money back.....
Anyone know what the conversion ratio and price is on them ?
Sanji,
You're late to the party, Pokerchips already posted similar info. Times are tough at gorillas but then again times are tough at Ocado too. The Ocado share price has halved so far this year...
Meanwhile the price is rising
Sometimes we need to take a deep breath and relax
Not going well at Gorillas. Gettir doing a bit better
https://sifted.eu/articles/gorillas-funding-struggles-layoffs/
" Almost all of the eight million most vulnerable households across the UK will receive support of at least £1,200 this year, including a new one-off £650 cost of living payment"
So....the hard up will now be dining on MKS food delivered from Ocado Retail.. haha
Gorillas don't stand still for long lol. They will evolve their offering constantly.
Will Ocado emerge as the silverback of the gorilla tribe? Certainly a good day today.
Best to all
Valueplay
need to watch out for the Delivery Drones flying over the Gorilla e-bikes heads ...to get the beer down first on the drive way !!!
Casapinos, your posts are kids play and well intentioned compared to the daggers that are often thrown at me!
Stay brave, stay wild.
Value...... thank you for your gracious response to my post which, perhaps, it didn't deserve!!
Cheers Casapinos your posts are always insightful and constructive.
Yes, I have sold out recently. I have done so realising a healthy profit given that the bulk of my Ocado investment was purchased many years ago at £3.40. Yes you look to have judged your investment very well, congratulations. We both though have realised profits. Getting in very early on disrupting tech companies pays off greatly.
There have been some exceptional events in the past few years that have been very challenging to investors. I misjudged the share during the covid cycle and was overoptimistic. Couldn't have foreseen the Ukraine war. With retrospect when that started Ocado was a clear sell but there we go. Many others on this board remained invested. Huge investors have also misjudged and not sold Ocado shares.
No regrets from me. As always I look forward, try to learn from experience, research heavily and keep an eye on making profitable investments. I still post my views as I am interested in the company and follow it intently. I value reading other points of view and discussing issues related to the company.
Cheers
OK sorry Value, that was a little unkind BUT if you'll forgive my intrusion into your investment strategy I would like to offer some constructive comments. Others here will know you better than me, but casual examination shows you have posted 2000+ comments, predominantly on this board or in the retail space and almost uniformly positive on OCDO over the last few years, unfortunately, while I think your instincts were largely right in that OCDO is a disruptor and likely to grow into a major player in a rapidly expanding market, I suspect you allowed your optimism to cloud the very obvious fact that the SP was on an a long-term downward trend. As I have posted before, I have been invested here twice (and I am by nature a long-term, cautious investor) but once when I thought the SP had run way ahead of the company's medium-term prospects and once when I saw the writing on the wall presaging a fall ,I sold.
It's a pity that you didn't do the same, but having not done so I guess you have sold out lately? and accepted a loss.BUT that doesn't now mean that you were wrong before and right to do so now , your recent conversion to a negative stance is possibly more predicated on frustration than reason.Succesful investing depends on good analysis, good timing and a bit of luck.
OK enough from me and if you want to tell me to ***** off(feel free to fill in whatever letters you like in place of the asterisks!). As is always (I hope ) with me I post to offer a positive contribution, whether that be on share news, my analysis or my position on a share . I won't pursue the matter and leave you to rebut my post should you wish. I have no intention to offend and wish you better luck in your other investments.
Broker views are usually worth considering and mulling over in my view. Of course I don't agree with many but I will review their information.
I'm not interested in cryptocurrency Poker but it's clearly something that interests you, good luck with it.
Noone is obsessed with ultra fast delivery. Put simply it is a strong trend to all grocers that should be discussed rather than be written off as unprofitable etc.
On the sidelines re Ocado mainly due overall economic environment. May miss out but that's fine. Always re-evaluating market prices and opportunities.
Hope your investment works out.
" JPMorgan Says Bitcoin Is 25% 'Undervalued' "
Valueplay
I take it that you give you the signal to ...pile in ??
if its good enough for JPM ........
meanwhile ... Ocado share price has climbed 15% off the 691p low
.... good job we all haven't been obsessing with Gorilla !
what price you want to buy in at Valueplay?... waiting for credit markets to collapse??
I believe that remains true Casapinos but ultra fast delivery has expanded since then and Ocado retail sales are falling. I believe the competition they pose to the existing grocery industry has increased since January. Ultra fast grocery delivery is a threat to the established and online grocery industry. Its something that is a lot more than a mere passing trend, other grocers will be watching the market segment very closely.
"Online grocery tech is a huge, expanding industry, room for many different players/solutions."
posted by valueplay 27 January 11.14.
Poker,
I've never said ultra fast delivery will topple Ocado. I've simply said it that ultra fast delivery is a significant threat to Ocado, as it is to all grocers.
Best of luck with your investing.
Carrington,
The Berenberg article outlines the predicted growth and size of the ultra fast delivery model. In their view major grocers need to be involved in the space or lose a chunk of market share. As I have outlined in many previous posts these outfits present a threat to Ocado, and all other grocers. Ocado may well see off this competition over time. It is an important issue to at least acknowledge and discuss further.
You appear to think it will topple the likes of Ocado or the massive UK Grocery market because some Lords at JPM seem to suggest it to you.... I can assure you that there are analysts that will churn you out a bull or bear case on anything you like..take your pick .. they will show you an argument that black is merely a shade of white ...
I am buying here recently every time this sinks and piling back in any trade I sell to get more shares with the same level of capital in ..I am looking for 2023-24..I dont let some 6-9 month situation change my mid term thoughts on a business
Go Gorilla !!
"Poker,
JP Morgan and Berenberg provided the analysis in the articles I attached. You disagree with it, fine, but the issue is one that should be looked at thoroughly by anyone following Ocado."
What the same Berenberg that has a current buy target at £1800?
Irons in the fire
Back over £8
Poker,
JP Morgan and Berenberg provided the analysis in the articles I attached. You disagree with it, fine, but the issue is one that should be looked at thoroughly by anyone following Ocado.
Valueplay
for an insight into that market I look beyond some Proactiveinvestor and Grocer coffee break articles....