Member Info for AllAtSea

Glad I hung on in now. And will continue to do so.

Yes, on this forum it is all words.

Genuine analysts do not waste time on forums like this and will have factored in any uncertainty of which they are aware into their buying decisions.

Any changes in the price going forward will be based on real news and other opportunities that appear rather than gossip and half-baked speculation.

Occasionally on here a glimmer of light is provided most notably from people like Rocka999, otherwise there's a lot of steam blowing around.

I doubt if Softbank are buying a $2.8bn stake in a legal action against OCDO. My guess is that the legal action will be brought to an end now as litigation doesn't look like Softbank's style - they are a genuine tech outfit not a private equity outfit looking for lame ducks to turn around by whatever means possible. TH Lee probably have their pound of flesh.

"The Xtek Ltd (ASX: XTE) share price is seesawing in late-afternoon trade after coming out of a trading halt. The company announced a distribution agreement and lifted the restrictions that were placed earlier yesterday.

When news broke, the Xtek share price soared to an intraday high of 62 cents. However, since then, some profit taking has taken place. At the time of writing, the defence contractor’s shares are flat at 54 cents apiece."

https://www.fool.com.au/2021/03/30/whats-going-on-with-the-xtek-asxxte-share-price-today/

30 March.

Clearly the markets are well clued up on the situation and the orange has been well squeezed. My expectations for a TTG surge are pretty low, I am sorry to say.

Clearly a concerted effort to deramp this growth stock. Pointless effort - they might as get soap box and take it to Hyde Park for all the effect it will have.

It's possible this stock will drop more but it would take nothing more than a good bit of news to send it right back up. Tech stocks generally are in the doldrums right now and that is when it is time to buy, not to sell.

Neil, if owning stocks interferes with your sleep you are in the wrong game. May I recommend cash ISAs?

My OCDO stake is such I could afford to lose it. That's a situation I can live with. I have many other stocks chosen to spread risk or reward and I have investments that are independent of the stock market. So I don't lose any sleep over OCDO carrying some risks.

Neil said:
"Of course you do allatsea you have money here, of course you will say and do what you believe will move the SP higher. It’s called bias.
Personally I’d rather not line the directors pockets, and I like to sleep."

Nothing I say here will alter the sp in the slightest; nothing you say here will do so, either. My question was why do you waste your time? Your posts will make no difference to the directors' remuneration - you have a massively inflated idea of your own importance if you thinks so. You would sleep better if you let some wind out your ego.

"ALLATSEA, there is no point using profit as a valuation method, the value is based on what will happen in the future, not the past..."

Of course. We are singing in the same ballpark. I have plenty of OCDO stock and have traded them a few times. As I said I am hanging on in there as I believe the legal action will favour OCDO and it's onwards and upwards.

Neil (and others of that feather), if it not for you then why not just move on and stop posting uselessly on here? Earlier this week I found a bought a stock that has risen very nicely in a few days, I don't have time to haunt discussions about shares I don't own and think nothing of.

edtheeuph, thanks for your interesting post. I would not be surprised if you were spot on. It's something of a gamble but I think the odds are on the side of OCDO and the a win would be a big leap forward. I am not ducking out now anyway.

Check the date first!

I remain unconvinced and have found an alternative prospect. I was in TTG a long while but I did not buy them for the Covid gold rush.

Recently discovered this company. It ticks all the boxes for me and I have ditched RDSB so I am in today.

Must admit I saw this as a chance to take some nice profits (again). If I am wrong and it surges then tough. A deeper dip and I will come back in if I haven't reinvested elsewhere.

Either way this is not the time to sell. In fact I was hoping for a further drop when I would buy more.

A simple explanation for the downturn in the sp is probably the global shortage of components, i.e. semi-conductor chips. It's become a big headache for manufacturing generally and there's no no doubt XPP's sales are going to suffer despite the demand for its products remaining high. Until the production of chips recovers, reportedly next year, XPP is going to suffer along with the rest.

"Abu Dhabi will reportedly invest billions of pounds in British health, tech, green energy and infrastructure as part of a post-Brexit deal."

Can't do UKW anything but good, I'd have thought.

https://www.bbc.co.uk/news/amp/business-56496888

They screwed up one announcement, now they have to be very careful.

The trouble with milk deliveries is the tits.

It often occurs to me that the truly innovative startup, Argos, could have been Amazon. It lacked the confidence or ability to recognise its opportunity. It seems to me that Ocado is a not company making the same mistake.

Consistent derampers on here defy logic.

They must know by now that their effect on the share price is as close to zero as it's possible to get. They could spend their time and energy researching stocks that might reap them a profit rather than waste it deramping stocks with unreliable information.

quote:
"Third Bridge predicts the delivery solutions platform within Ocado (OCDO) will contribute as much operating cash as its retail arm in the next five years.

A refresh of its brand has seen the online delivery service ‘going through something of a purple patch’, said analyst Ross Hindle, with first quarter retail sales rising 39.7% year-on-year to £599m due to the pandemic.

He said there were doubts over whether Ocado ‘can make those home delivery numbers stick’, a concern which is reflected in the share price.

However, those worries about a fickle market should be put to one side, as Hindle predicted that ‘by 2025 Ocado’s solutions business will be contributing as much operating cash to the business as its core retail arm’.

‘In the future, we may see Ocado move to a multi-client model, where their warehouses support multiple clients instead of just a single client,’ he said.

‘Ocado’s plans to expand outside of the groceries sector are highly attractive. The same assets that currently move around bananas and granola could soon be used to pick clothing and electronic goods, significantly increasing the size of Ocado’s addressable market.’

https://citywire.co.uk/funds-insider/news/the-expert-view-fever-tree-onesavings-bank-and-888-holdings/a1483290

Seems reasonable - I have used the upward hiatus to add to my holding.

(It just occurred to me that no company I have worked has so far failed.)