George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Luke Burtis held 14.2M shares
Alex Nichiporchik held 77.0M shares
One or both could be sellers in this volume.
Netease 12.9M - Don't appear to have enough shares.
Tr-1 will reveal all.
Classic head and shoulders forming on the daily chart if you're into that sort of thing.
@boyobach
Your 1035 trades are "delayed publication" trades and could be up to (I think the rules allow for) 3 days old.
You can spot these as they are larger trades (50 -100 NMS or something like that).
Am I missing something or is the PrimaryBid offering something like:
Send us some money (Min £1000) without having any idea of the equity you (subscribers) from this raise will own in the company, or the price you (subscribers) will be charged per share for the unspecified share of the equity?
Once we know how many mugs there are out there we will make up a price that we think fits both price per share and % equity.
Tell me I'm wrong please someone?
Too soon......????
Atome/PPC only equity mentioned in an article about hydrogen at the climate summit.
https://www.youinvest.co.uk/sharesmagazine/2021-10-28/hydrogen-to-return-to-the-spotlight-at-climate-summit
Chinese authorities taking steps to control pork market.
Bodes well for SP here.
https://www.pig333.com/latest_swine_news/china-lowers-target-for-sow-inventory-in-effort-to-stabilize-prices_17776/
IMO DYOH
There is no "Huge production line of CFC's" - this just isn't true.
From what I can see from the company's communications, there will be 11 or 12 built by end of 2022. By which time the business states it is going to run out of money and needs to raise more cash.
There isn't a "very large profit flow" from these CFC's - that is also a myth.
There will be some revenue recognition now there are a handful of open CFC's.
However:
Running a small, but global footprint of CFC's in 4 different continents and 4 different time zones, in 5 languages, with 2500 engineers isn't going to be cheap. It won't be profitable.
If the company had 100 CFC's it would be a different story. But that hasn't happened.
To get near 100 CFC's (the big ones) the company needs to sell one new CFC per week until the end of 2022 (when it needs to raise more cash).
I think the last CFC announced was Aeon? In November 2019.... And they only just started to build that one.
Sales required: One per week
Sales achieved: One in the last 75 weeks
See the problem?
Ocado don't/haven't/won't/can't sell enough of their tech/product.
Ocado CFC's are too big, in the wrong place, too expensive and take too long to build. Which is why the market is buying competitor products.
They will run out of money.
The bond holders will then own the business and the LTH will get ****** nothing.
It wouldn't surprise me if the next time the SP started with a "2" was when it crashes down through £3.00.
IMO/DYOH
ROFLMAO @ valueplay
Have you been waiting all week for a sunny day where the SP didn't go down to say that...?!!!
LOL....
Can't chat today, too busy.
Gotta run the Bentley down to Aldi for supplies...
P.s. Kantar data soon. Try to keep up.
IMO/DYOH
@shaggers 14:31- "folk going out to do shopping are not going to be out getting food"
No. Of course not.
I expect they'll starve themselves or take packed lunches.
They will definitely NOT eat out OR go into any food retailers.
They will not do anything that will lower their online grocery spend.
They will NOT park in supermarket car parks that require a minimum in-store spend.
Nor will they be tempted to "just pick up" any items on a convenience basis.
None of this behaviour, that used to be observed as "normal", will re-manifest itself in post lockdown society.
@shaggers 6minutes later: "when you see a slot for the next day its because a customer has cancelled an order"
Just to be clear there is NO chance they would have cancelled their order because they were going out shopping.
ROFLMAO
Sunny, sunny, sunny...
The news will be full of reports of "Booming retail" over this the first weekend of retail reopening.
The "read across" to online shares that benefitted from Lockdown will be obvious; more so than last week.
Expect the SP to come under pressure.
It might even be a strong enough signal to see some II's reducing holdings.
IMO DYOH
@Ed_win
Uncrossing trade.
Knocked 11p off the SP today.
Let's all moan about the UT.
Or is an acquisition?
These people get paid FFS.
"Our base case sees the Group depleting its cash reserves by the end of 2023 and THEREFORE A FURTHER FUNDRAISE
WOULD BE REQUIRED BY THE END OF 2022."
2 more sleeps...
Incredible that Ocado need to RAISE MORE FUNDS by end of 2022 to keep the lights on.
"Roughly 40 CFC's are on order."
Roughly??? ROUGHLY!!!!
You don't know or you're making it up/guessing?
Where's the proof? Where have the company said this? Where?
List the CONFIRMED and COMMITED locations/partners.
Otherwise we'll go with the numbers in the 2020 annual report: 10 CFC's by end 2021.
1 in Stockholm 2022.
So 11 by end 2022
IMO DYOH
"As outlined by edtheeuph on this board Ocado's technology is vastly superior to Autostores."
Well that appears to be nothing more than a bare assertion/his opinion.
The grocery automation buying public appear to disagree.
"They cannot stop competitors trying to delay Ocado's growing dominance in the online grocery technology field.." @valueplay
Autostore: 20,000 robots, 600 locations, 2019 revenue $195million.
Ocado: Robots unknown, locations 10 (2021), 2020 revenue £17million.
@Valueplay
Don't know where your figures come from but:
10 Live CFCs by end 2021 with one for Sweden in 2022
(pg 34 Ocado Group Annual report 2020)
Autostore have 20000 robots in 600 locations.
IMO DYOH