Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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I've no issues with anyone here. I will call out research based on what a guy on Reddit said or the importance of a couple of LinkedIn likes though.
Always DYOR. Try to go beyond the predominant blind optimism shown on this board. The profit has been there for those who have dared to investigate and capitalize on the flaws of Ocado.
What you post interests me, challenges my knowledges and helps me learn.
Not at all. I guess I feel that I have posted too much things that I find of interest but probably not of interest to others.
In seeking out responses to VP I have found out some stuff.
I believe you do have to have the investment case and optimist beliefs pulled apart.
It's just when the same points are made again and again......
Sangi, I hope I haven't annoyed you. I can promise you I have no issue whatever and enjoy your posts and see their value. If I have personally given you the impression I'm negative in anyway about your contributions to this board, then I've certainly not done it intentionally and I apologise.
Maybe some are happy with imprecise info supplied by VP and think it shouldn't be questioned.
I try to say things that reflect uncertainty by using words like May or Could.
If VP says Amazon have a partnership with Autostore and the reality is that they are just trialling their tech at one location then I am going to keep calling them out.
There is a filter if you don't like me doing that.
Me neither Boyo, perfectly happy with VP, just think that discussion isn't going anywhere. There are things that you can get a handle on and I guess we overlap there. But what I don't like I 'certain statements about what hasn't yet happened', that gets under my skin.
I can, I lot of people say they can see into the future (Alexei Sale gag).
Ha Ha Stupmy! I can see into the future and I confidently predict that VP will still be pi55ing a lot of people off on this board for a good while yet!
However, I’m not one of them.
Ok, if that makes you happy great. Obviously there's all sorts of likes floating around on linkedin. It means very little imv.
No but things like that are interesting. They show that OIA is attracting attention.
Oh, thats a surefire sign to buy Ocado shares lol
Not my bag thanks.
Funnily enough 2 of their main customers DHL and Johnson & Johnson liked Ocado Intelligent Automation posts on LinkedIn in earlier this week.
Sounds like you should be shorting Autostore. Should be easy money according to your analysis?
I believe that Ocado's closest competitor is fairly relevant.
Especially with their £4bn valuation on falling sales and no guidance for 2024.
I'm sure there's an Autostore board out there somewhere for you to address your concerns. Best we stay on topic re this board...
Well Ocado Solutions grew 44% with 15-20% growth projected for 2024.
Why is Autostore revenue down if sales are there to be made,,? And they won't even offer any guidance for 2024.
Sad for those that hold that stock yes. Ocado share price drops and current performance is similarly sad for holders.
Sad that they reported a revenue drop of 7% YoY the other day.
That belief is already priced in re Autostore. Happy with focussing on the Ocado short currently. More value there imo.
So you will be buying Auto store stock then?
Every chance Autostore tech is rolled out further by Amazon.
As to the rumoured bid. I'd take all that with more than a pinch of salt. Many vested interests at work manufacturing supposed bid interest in order to capitalise on the associated market movements.
Https://www.thegrocer.co.uk/ocado/why-would-amazon-want-to-buy-ocado/680734.article#:~:text=While%20optimised%20for%20picking%20groceries,major%20ambitions%20in%20online%20grocery.
Goldman Sachs and JPM mentioned here.
As well as the tech Amazon would value the data very highly as most of their consumers are fairly affluent.
The Times report at the time mentioned 2 investment banks assisting with preparing a bid .
They are not partnered with Autostore. They are testing Autostore tech at a site in New York.
Maybe they will want to test the Ocado system as well?
"I think the Amazon bid was sounded out and rejected."
Pure guesswork...
Amazon already partner with Autostore amongst others. They are marching ahead with other solutions.
Re VP: has there ever been anyone further up their own A. than you on this Chat page?
Imagine living with this guy????????????
I told you dear, I told you dear, I told you dear, I told you dear..........
I don't think any of the major shareholders are looking to sell for the next few years.
I think the Amazon bid was sounded out and rejected.