Member Info for Carrington

Added at 70p

gla dyor etc

Added at 99.4p

gla dyor etc

big well done to all the lth's on here (****nal, metom, badlands etc) - an extra g and t is in order before dinner tonight for me and mrs c - more to come from the mighty rr, with divis down the pipe - a very good evening to all

Back trading now, maybe a pre close auction - share price not affected too much atm

gla dyor etc

IG just suspended trading in OCDO - Maybe an announcement about to be made? - lets see

gla dyor etc

These are quite simply eye watering losses piling up now - I think some positions may well have closed in the last hour or so which has fuelled the buying - the shorts hanging on are rather like Nick Leason back in the day and we all know what happened there - gla dyor etc

https://shorteurope.com/details_company.php?company=OCADO%20GROUP%20PLC&land=united_kingdom

I see Amazon have started closing down their UK Amazon Fresh stores - I wonder if this is a precurser to a bid for Ocado - in the event they were to bid there would surely be a conflict of interest at the moment with regards to rolling out CFC's in the UK as Marks currently own 50pct of Ocado UK - closing down their current supermarket interest in the UK would surely remove any conflict of interest though

gla dyor etc

"Money's in the air, everywhere I look around, Money's in the air when Rolls Royce hits two pound" - John Paul Young hit circa 1978 - been singing this in my head all morning -

gla dyor etc

Up 17pct at 178p - DING DONG

I see Ocado now as a very positive hold - their patents are impregnable as Autostore found out which leaves them without challengers in an area that is continually expanding - the recent CFC with AEON in Japan is a sign of things to come - potential predators know this and if they want a piece of it they are going to have to pay and pay big - one has to say that Ocado are now arguably in a better position than they were when there share price was 30 quid as their CFC'S are more widespread and the patent issue has been removed - there will be profit taking here for sure over the coming months but for me the trend is upwards and I will be looking to add on any significant weakness

gla dyor etc

Absolutely massive buys coming in now - shorts closing their positions I am assuming - Oh how we laughed..... anyone seen Valueplay????

gla dyor etc

Litigation removed - massive plus here - removes any doubts for a preditor - close them shorts baby

gla dyor etc

"turning a profit is not something Ocado will achieve anytime soon" - Emma Powel - LMFHO at that - It is a known fact that Ocado has spent huge sums of the cash it has generated in technology - that is the nature of the beast - Amazon was loss leading for years so all Emma is doing is reiterating what is already known - I look at companies like Kroger which is the United States' LARGEST supermarket operator by revenue - they are expanding with Ocado technology because they, like me, know that the cost of employing people is far greater than the cost of using robots - this cost will only increase going forward for supermarkets that employ people due to inflation, employee benefits, sick pay etc- I will listen to Kroger rather than Emma Powel

gla dyor etc

MSM - Never wrong to to take a profit matey - I have done so myself on occassion with OCDO - I will be holding though after those UK inflation numbers dropped today - UK stocks in general are battered on the basis of rising interest rates as a result of rising inflation - the numbers today should set a more dovish outlook for the UK going forward - a company that looks to take over another company factors in an improving macro economic climate as well as the company fundamentals - both are improving for OCDO - I am looking for 10 quid plus here -

gla dyor etc

Both headline and core inflation comfortably below estimates - this should be a good day for battered UK stocks - lets see

gla dyor etc

Some eye watering losses stacking up here for the shorts (oh how we laughed!) - big day tomorrow guys - if inflation figures beat analystst estimates then sentiment alone will drive this higher - could see huge gains tomorrow as shorts close en masse - fingers crossed

gla dyor etc

https://shorteurope.com/details_company.php?company=OCADO%20GROUP%20PLC&land=united_kingdom

Valueplay - "Will be another disappointing results release tomorrow imo. Further basket size shrinkage at Ocado retail. Lower market share. More losses" - no problem to have an opinion Valueplay but just man up and come back on here and tell everyone you got it wrong, badly wrong

gla dyor etc

Managed to buy back half the stock I sold for slightly less so a profit on the short and big profit now on the hold - good solid numbers here - any potential bidder had better put their hat in the ring now as it is going to go higher imo - shorts indicating this by closing as Chilting points out -

gla dyor etc

Basket size increased at Ocado - augurs well for MKS today, think we may go past 2 quid - lets see

gla dyor etc

Quantas - "Wow that was a huge mistake hammering up shorts closing." - not all shorts closing, still a heavy amount of shorts retaining their positions - by selling half my stock now for a profit I retain the other half so in the event of a sell off on Tuesday I can buy back the half sold and make a profit on the short buy back - if the share rallies on Tuesday I make the gains on the half stock held - that is simple hedge trading, not that I trade as such I invest long term on most of my stocks but this stock is volatile so I have made an exception here.

dyor etc