RE: IS BIGJOKE36 THE NEW QANTAS ?23 Sep 2025 08:12
Richmond I like to call them green coffins ⚰️
This is from the afdvn forums today :-
On 19th Sept Eminence reduced their short by 0.17% and D1 Capital by 0.12%. Think about what that means: these funds are able to bank sizeable profits, closing out chunks of their shorts, and yet the share price barely moved an inch. Why? Because the coordinated attack of the past week has created so much fear, so much trepidation, that normal buying pressure simply isn't there to counter them.
This is exactly how hedge funds engineer it: create hysteria, smash confidence, then slip out the back door with "ill-gotten gains" without having to push the price higher against themselves. It's coordinated, it's calculated, and it stinks.
And let's be honest, Ocado management are complicit by silence. A 35% destruction of value in less than a week, fuelled by commentary that didn't even state closures, and yet Steiner and co. say nothing. Not even a simple "guidance unchanged." That silence is a green light for the vultures.
But when this tide finally turns, and it will, the share price will move hard and fast in the other direction. The shorts are only in control while sentiment is in freefall. The minute confidence returns, their ability to close without spiking the price disappears. And when that happens, it's going to fly.
For now, it's about riding out the storm. These hedge funds can only play their games for so long. Fundamentals, upgrades, and partner growth (Coles, new CFCs, improving retail numbers) are still in Ocado's favour. The silence from management won't last forever, and when the narrative shifts, the recovery will be violent, only this time against the shorts.
In Ocado results we were told the following::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
Our current exclusivity terms are expected to roll off in multiple markets towards the end of this year, and we will
start ramping up commercial conversations across global regions. Many of these markets have developed
substantially in recent years and the online channel is fully established as the major growth driver in grocery
globally. This is an exciting moment to bring the proven, enhanced and even more flexible Ocado offering back to
these markets."
In the second half of this year, we expect our existing exclusivity terms to roll off in the majority of markets where
Ocado's technology is already live. Our partners in those markets continue to see growth and outstanding
customer service scores, and we continue to work closely with our existing partners to support their continued
growth and success.
We are gearing up to significantly expand our new commercial activity across multiple markets. We also expect
future exclusivity terms for use of Ocado's technology not to exceed more than 12 months from the go-live of the
Ocado Smart Platform with new partners.
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