Great post15 Oct 2025 06:25
Ocado Just Fired the Starting Gun.... The News I've Been Telling You Was Coming
Tired of the noise? Same here.
While some have been fixated on day to day price ticks, this is the moment that actually matters.
Leaked tonight: Ocado has hired Atos executive Nick De La Vega as its first ever Chief Revenue Officer.
You read that right, the former global head of sales at Atos, a heavyweight in digital transformation, is now tasked with scaling Ocado's global partnerships across food, non grocery, pharma, and apparel. Exactly what I've been flagging for the past two weeks.
The implications are massive.
The Move Confirms the Shift Beyond Grocery (EXACTLY as I have been saying for weeks)
I said it before, Ocado's robotics, AI, and orchestration stack fits perfectly into pharma and apparel.
Now it's official: De La Vega's mandate is to drive global sales across non grocery verticals.
This is not theory anymore. Ocado is actively positioning itself as a horizontal automation platform, not a "grocer tech."
Performance Health already showed what happens when Ocado AMRs meet regulated distribution with 97% productivity gains, half the labour. Add in McKesson Canada, Bon Preu (Spain), and Auchan (Poland) and you can see the momentum.
A Commercial Heavyweight Joins a Founder Led Team
De la Vega's track record at Atos is global enterprise scale, complex digital transformation, multiple sectors, multi continent rollouts.
Tim Steiner doesn't hire this calibre of exec unless he's ready to push revenue hard.
And remember, Steiner himself stepped back into the Solutions seat this year.
This is leadership alignment at the exact moment the stock is sitting at a depressed £2bn valuation. (DO NOT FORGET Steiners options at £29)
The Market Is Mispricing Everything, so let's get some perspective:
Technology Solutions EBITDA: £72.8 m at 26% margin is already profitable.
Declared shorts are smaller now than when the price was £3.95.
Greenvale Capital just disclosed a 5.69% position which is 47.7 million shares via CFDs and options expiring in November.
This isn't retail chatter, it's institutional conviction.
They're long. They're leveraged. And they're betting big on a rebound.
You don't throw millions at short dated November exposure unless you expect movement now.
Shorts on Thin Ice, the so called "smart money" that's been suppressing every rally is now underwater.
They've spent months capping rises, but that only works when no one else steps in.
Now Greenvale's in, De La Vega's in, and the global pipeline is widening.
Any further shorting from here is pure madness .... turkeys voting for Christmas.
Retail JV (Ocado Retail / M&S): steady, gaining share, guidance intact.
Automation: proven outside grocery, healthcare, apparel, 3PL, heavy goods (Porter AMR).
Global builds: Spain, Poland, KSA all quietly compounding.
Strategic optionality: Amazon scale logistics players can't ignore Ocado's stack forever.
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