Member Info for Athens81

From what I know they are closing because they were sited in the wrong locations? which suggests that it is a more niche solution that originally anticipated. There is no word that I can find that they will be committing to opening anymore CFCs in the near future unless I have missed something?

Just to caveat this post first of all - I do hold a small position in Ocado. More for the fact that I believe it is undervalued at recent prices. So I do want the price to go up!!!

@pokerchips - my only worry here is around the recent closures of CFCs by both Kroger and Sobeys. If as you say CFCs have become much cheaper and quicker to deploy why they are not pushing ahead and opening more rather than closing? They could have announced we intend closing these CFCs etc but will soon be opening more new faster ones etc etc etc. In addition they have more exposure to Ocado tech than anyone over the last fews years but have let exclusivity run down. If they really believed in it having seen it first hand wouldnt they be at least expanding CFCs or even keeping exclusivity?

They are offering more store based smaller solutions as well but my understanding is this is only in trial/test stage with Kroger alongside a number of other tech providers so there is no guarantee this will be taken up. Again as above I am sure they must have had an inside view of Ocado from their partnership but dont seem as committed as I would like. These smaller solutions it also seems a much more crowded space where Ocado doesnt have as much USP. So looking to the future its not straightforward at all as I see it. It can be done I hope but will be slow road ahead. Personally I would like to see them expand much much more into logistics/pharma and not rely on supermarkets.

Its difficult to know what average he may have but any investment he made in 2021 is now worth 10% of its initial value. Either way that is a huge loss and makes me question his judgement.

The point is more that seeing director buys are no guarantee that a company share price is going to go up. I am sure there were people back in 2021 saying the same thing seeing Rausing buying in at the time.

I think any director buys on Ocado especially from Rausing have to be caveated

Rausing previous also bought in during 2021 buying nearly 3 million shares at prices averaging around £19.5 - the price is now 10% of that so that is a massive loss

I am sure at that point he wasn't expecting such a downside! so not sure how much his judgement can be trusted. Maybe being on the inside he simply can't see the wood for the trees?

He could simply be buying now to try and average down and salvage something from his investment.

@retirement - I don't know why you bother to engage with someone who doesn't have the ability to write their own posts and has to resort to AI

Its a really worrying trend if you can't formulate a simple argument in your head and write it down. I wouldn't bother engaging otherwise it will only result in him pasting your response back into AI and asking "give me a retort to this post" because he is unable to do it himself.

Its nice to hear unique opinions on a messageboard from people with real insight or we may as well just sit talking back and forth with chatgpt

Maybe this situation can be seen as a positive for IAG? They have a limited exposure on flights to the region. Fuel costs are well hedged compared to other airlines. Any holidaymakers/travellers to the mid east will be looking at alternative destinations. Americas, Caribbean, Europe etc all covered by IAG. As the Economist article below states IAG also putting on extra flights to Asia.

@fordm - I agree I think you would have to be crazy taking investment advice from someone on a messageboard. I enjoy reading the boards for the banter and the debate and for a lot of the time learning something new. My issue is simply that AI posting distracts from all of that and should not be encouraged. AI slop is already infesting the internet and I fear boards like this will end up with more people using AI to post and having a zero sum game of AI replying to AI and so on. I've said my bit now and as you put it so well - people can take it or leave it. Hopefully good results tomorrow and we can have something better to discuss.

I don't think I am being particulary abusive. I am simply calling someone out for using AI to post. I don't think it should be allowed and should not be encouraged. Any idiot can paste a message into AI and prompt "give me a clever response to this" or simply prompt "give me a few paragraphs of opinion on rolls royce to paste on a forum". It doesn't add anything to the debate whatsoever.

From the person copying and pasting posts from a forum into AI, and then asking it to come up with clever sounding replies because you can't do it yourself.

Not sure who needs to grow up more here?

The irony that you can't even frame a simple reply yourself and need to resort to AI to do it for you. You've literally just pasted my post and asked for a clever rebuttal. What part of that is refining? Just laughable really no matter how clever you think it makes you look

I'm not disputing the realness of your opinion. Its the realness of your post and you. When I read a post on here its nice to get a sense of the person behind it from how they write. With you that's lost because you have outsourced it to an AI. Its just lazy and doesn't help you grow. Try and sit down and frame the sentences yourself its really not that hard.

Sorry I'm afraid I disagree with you. For me "real" is very simple

Real = You wrote it yourself. What I think we should all be aiming for.

As opposed to;

Fake = AI wrote it for you. Whether you steered it or not

I think its a bit sad that on a simple share forum you need to use AI to write posts. Its clear from the tone of the replies you are prompting it to try and sound clever and put down the other person. "Come up with a intelligent souding and slightly condescending reply to the following post on rolls royce"

It doesn't really feel like you are using it to organise your thoughts but rather just to elevate yourself on this forum. There must be a certain level of inadequacy you feel to your own writing if you can't string together a few simple paragraphs of your own opinion. Or you have such a need to score a win against someone you use AI to be superior.

It may sound dramatic but its a very dangerous road to start heading down if you are outsourcing your opinions to AI. Its also nice to come onto a forum and interact with real people who have taken the time to write down their thoughts and opinions. Otherwise I may as well just sit and talk to chatgpt all day.

To spot AI-generated content, look for changes in their writing style by comparing a user’s new posts against their older ones. A key giveaway is the sudden appearance of em dashes (—) and curly quotation marks (“ ”)

Haha sorry I thought who better to tell you how to spot AI than from AI itself!

There seems to be posters on here using AI which seems a shame. People may not be aware how to spot or look out for it. I think its important especially on a forum like this to know who or what you are interacting with. Otherwise you may as well just sit on chatgpt asking it about Rolls Royce

Correct thats why the title 'How to spot AI provided by AI'

How to spot AI provided by AI

To spot AI-generated content, look for changes in their writing style by comparing a user’s new posts against their older ones. A key giveaway is the sudden appearance of em dashes (—) and curly quotation marks (“ ”)

Did the market not like the AGM Result RNS this morning? Didn't seem very offensive to me

Or maybe the Algos are just set to sell if they see an SMWH RNS come in! assume its going to be bad news!

Will be interesting to see what comes from the call at 1pm. Hopefully they can provide a confidence boost over some of the negatives and maybe we will get a bit more info on the money flotation

I think a lot comes down to the framing of the question with AI. If I feed it the RNS and ask it "are these strong results" I get a very different answer to "why would there be a drop after these results"

After an initial read results to me seemed strong so ran it through AI to try and understand why there might be a drop. Had the following not sure what people's take on this is?

Rising Debt Costs: Excluding one-off currency gains, underlying finance costs jumped from $448m to $605m due to higher interest on local debt and expensive tower contract renewals.

Margin Pressure in Mobile Money: The EBITDA margin for the highly-valued Mobile Money division fell by nearly 2%, which may dampen sentiment ahead of its planned 2026 IPO.

High Capital Intensity: Capex surged 32.2% to $603m, causing Operating Free Cash Flow in the East Africa region to actually shrink by 8.1% this quarter.

Tax and Currency Sensitivity: A high effective tax rate of nearly 40% continues to eat into profits, and the business remains hyper-sensitive to the Nigerian Naira, where a mere 1% move can impact earnings by up to $15m.