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Any predictions for today's AGM?
There might be some positive news that would push the share price up 5 or 6 per cent?
I have discussed Ocado at length with you previously however you've then called my research shallow and categorically deny having ever doing so.
It's pointless discussing when it's obvious the other poster will end things with insults.
I'm short Ocado and of course that puts me in a minority re this board. It also makes me a target for insults as the share price has slumped. When people apologise I understand however most don't inc yourself.
"Sangijuelas1 I would recommend not engaging VP as he ruins the board with nonsense."
PIW, I see VP shys away from detail in an evasive way, but equally, you present your views as fact and unless you can see into the future, they're not fact and I would prefer personally that you mitigated them in some way to acknowledge that.
" I've discussed the closed spokes issue with Sangi countless times"
I disagree VP
You prefer not to discuss anything VP .
You merely repeat your point of view over and over and take little notice of any other research given to support the view of others ... and you float opinion dressed up as fact and when challenged just ignore it and suggest you don't have time
That is not discussion
IMO
love it, to rehe****, i did previously see 'he ****' taken out by the bot. there's a new one mind.
Lol Poker,
I've discussed the closed spokes issue with Sangi countless times. Others on the board were deriding the spokes discussion at length. It's just best we decided to agree to disagree on that one. Going round and round for another 10 posts is pointless.
It's all about DYOR re these issues.
" Unfortunately I don't have the added time to answer every post / Provide all the information that others request of me. "
🤣😂🤣😂
translated : I have all the time in the world to tell you what I want you to read, but when I am cornered and questioned and put under the spotlight to explain my comments....then .. I have no time at all
Lol Boyo.
Primarily I carry out my own research however I do find reading all the latest Ocado analyst research insightful.
I used the word reh******, past tense referring to an actor's preparation. It's not permitted here as it is offensive and I consequently had all capitals removed from my post. I apologise deeply.
Lol PI,
Never said that. I have time to post certainly but I can't answer every post directed to me or provide information for others all the time when requested.
We all need to think for ourselves and DYOR primarily.
that's fair enough vp - but unless i can see the rationale it's just hearsay. and the hsbc sources quoted so far don't look too brilliant on work that is openly available. i note that paul rossington is listed on the us tipranks site as an analyst covering mks - which is interesting. one point though, is that i'm sure your fundamental views about ocdo - which are very well rehe****d - are substantially based on the analysis that you are seeing. neither of the named hsbc analysts appear to have a tech or warehousing background and that causes me to view their analysis with some doubts. on the other hand, i'm not entirely convinced that ocdo's exec team know how to drive a tech business. in this day and age the cash is to be made in licensing the ip - ocdo maybe too into the warehouse infrastructure and mechanics, which requires resources flung across the globe. i also hope they are training the robots how to put out fires and recover units that seize up in the middle of the grid. atb
Sangijuelas1 I would recommend not engaging VP as he ruins the board with nonsense.
The latest one.....''I do not have time to post''......the evidence is that he has posted 102 times on Ocado in the last 30days....he is clearly disingenuous and posts the same nonsense day after day.
Fair enough Sanji, Again we differ in opinion and that's fine. Unfortunately I don't have the added time to answer every post / Provide all the information that others request of me.
Personally I always believe DYOR is the best way.
It's quite easy to cut and paste text from a broker note even if you can't provide a link.
Seen it done countless times on these boards.
Why do you feel someone whose analytic focus is on stocks like Kingfisher, Halfords and Next is best placed to analyse a tech firm selling hardware and software to automate warehouses globally.
They seem like quite different areas of focus to me.
It's like my personal focus is growth stocks mainly in the US as well as unlisted VC funded companies. I wouldn't know where to begin looking at the prospects for a pure retail stock.
Ocado twitter page:-
Great to see the progress in @Kroger's digital business announced at last week's Q4 Results! Digitally engaged households grew by 18% since the end of last year and delivery sales increased by 24% over last year. Their CFCs had the highest Net Promoter Scores ever this quarter.
Fair enough Boyo,
I have full access to the latest HSBC research and it most definitely isn't a pile of poo. They've been very on the money over the last 6 months. Can't give links etc here.
As always DYOR.
"Also nothing to say about Kroger statement in their latest annual report about 3 weeks ago that they are committed to opening new CFCs."
That's not quite what they said, which was: "We expect our future commitments for customer fulfilment centers will continue to grow as we place orders for additional customer fulfilment centers."
A bit of management gobbledegook there.
It's really helpful to me that you two (with good knowledge) are batting this back and forth over the net. I think it does help me to understand who I'm listening to. So thanks for that effort.
To be fair an analyst of UK tech stocks alone would have very little work to do!
Yes, sources and detail are important.
The OCDO list of analysts is a 52 week view. And I can't find any recent analysis on OCDO produced by Paul R.
He is listed as a Director of HSBC Investment Bank, and does consumer and retail analysis (technology is not listed by him that I can find).
But maybe this is the same guy with a two star rating (slightly less than Linda Shu):
https://www.tipranks.com/experts/analysts/paul-rossington
The main point here is that some analysis is informative, some is just click bait or column filling. Unless there's some detail and substantiation it's as useful as a pile of poo. So don't let's waste more time on it. Last week's HSBC analysis was not in the same league as Exane's last year hence the non-existent market reaction.
Well people are suggesting that Kroger are about to roll back their commitments to Ocado.
The SEC regulated info they are providing to their shareholders confirms they will be continuing to invest in them for the foreseeable.
They are not thinking in terms of 3-6 month business development but planning for the next 20 years.
"We expect our future commitments for customer fulfilment centers will continue to grow as we place orders for additional customer fulfilment centers."
Stating the bleedin' obvious there - typical management-speak.
Today's Guardian:
https://stocks.apple.com/APEEiOJ56Q22_RSyn3lKUzg
Also nothing to say about Kroger statement in their latest annual report about 3 weeks ago that they are committed to opening new CFCs.
You keep talking about the spokes closure but are not prepared to engage with counter arguments that for Ocado it's a nothing burger.
From what I can see Kroger set up and ran the spokes to deal with orders from the CFC run by Ocado.
Capacity drawn at the CFC but no Ocado staff or tech at the spokes as it's part of Kroger's delivery ops.