Member Info for chilting

The whole market is aligning itself for another short lockdown - its just a hold now and wait for the bounce when Omicron recedes.

I don't see that Farmdrop could ever have hoped to be profitable - the business model just didn't work.
The problem was the supply chain, drawing in small quantities of mainly fresh products from multiple small producers all around the country - any profit will disappear to cover the high transport costs incurred.

Online grocery can be very profitable on a relatively small scale but the retailer needs to be the producer as well.

Producer companies such as Riverford - organic veg, fruit, dairy and meat and Coombe Farm - frozen organic meat, have created a very profitable niche using their own transport or couriers for delivery. They will never dent Ocado's sales but give customers extra choice.

No, I wasn't suggesting collection from the Zoom distribution sites, but from multiple locations around them in a City.

The best option may be a simple well located small Zoom order collection shop, incorporating Myrmex tech, near a transport hub for example.

It would help raise the profile of the Zoom brand and give customers a second option to purchase online without delivery.

Yes, I guess so.
It might also be a concept that could be rolled out in cities alongside Zoom with local collection points around a Zoom hub.

Valueplay
Yes, I have seen the Myrmex tech, but no actual trials for its use in the UK by Ocado Retail.
If the tech is to be used in the future by Ocado Solutions, it would seem obvious to trial it in the UK first so that it could be offered to any partners that requested it as a working solution.

Not sure about the Tesco trial using lockers - just posted it for interest.

It may be obvious but you missed it romaron.
Not sure that my Cats would like a Dog?

The EDF news certainly isn't good - the French supply the UK with electricity for our grid.
It could be that we will need to burn even more expensive gas as a sub, if they cannot supply, putting even more price pressure on UK energy companies and their customers.

This new pilot by Tesco looks interesting.

https://www.tesco.com/groceries/en-GB/zone/click-and-collect-lockers?preservedReferrer=https://www.google.com/

One thing that is still missing from Ocado's strategy is Click and Collect.
Capacity for home delivery is always exceeded in Christmas week - it would be very useful to add sales using collection points at larger M&S stores for example.

A nice partnership for a entry point into the lucrative German and Turkish markets and a further strengthening of ties with Eqtecs Italian partner, including a share swap - all excellent news.

Good results out of the Fed's policy meeting - we are starting to see our way through Covid back to normality - reasons to be hopeful for 2022 I think - plan to combat inflation looks good - US markets and oil responded well this evening.

https://www.reuters.com/markets/us/fed-prepares-stiffen-inflation-response-post-transitory-world-2021-12-15/

Good results out of the Fed's policy meeting - we are starting to see our way through Covid back to normality - reasons to be hopeful for 2022 I think - plan to combat inflation looks good - US markets and oil responded well this evening.

https://www.reuters.com/markets/us/fed-prepares-stiffen-inflation-response-post-transitory-world-2021-12-15/

I think most of the headwinds now that we have had positive news of court case are macro related and have been fully priced into the SP.
Hopefully markets will see through the current problems and the markets will be more positive in the new year.
in the meantime OCDO is a very strong buy.

Apart from the obvious financial and promotional benefits for Ocado Group, what positives can we take from the latest Ocado Retail update.
1, Fastest ever ramp-ups of new CFC's - bodes well for International partners sites.
2, More ramp up capacity in 2022 plus a mini CFC to open 2022 and the large site at Luton to open in 2023.
3, Actively looking for more CFC sites.
4, Zoom gaining momentum growing from one site to five sites in 2022 - much more profitable than competitors and with excellent potential as an add on for foreign partners.
5, Strong own brands sell well online - M&S accounting for nearly 30% of basket in UK - good potential for foreign partners to follow this trend and sell more higher margin own product lines.

I think markets will soon start to look through the current problems - the negatives are already priced in - we could see a good bounce back in the new year.

This is the time to buy for the long term - ahead of the crowd - not to sell.

Thank you yeah_baby
This is the situation now with Delta - source Gov stats.
"In the week ending 3 December 2021 (Week 48), 11,659 deaths were registered in England and Wales; this was 192 more deaths than the previous week (Week 47) and 12.6% above the five-year average (1,302 more deaths)."

This is the situation now with Delta - source Gov stats.
"In the week ending 3 December 2021 (Week 48), 11,659 deaths were registered in England and Wales; this was 192 more deaths than the previous week (Week 47) and 12.6% above the five-year average (1,302 more deaths)."

Government statistics regarding hospitalisations and Covid deaths will probably be very misleading if as expected Omicron is a much milder mutant.

With Omicron much more contagious many more patients who are admitted to Hospital for other conditions are likely to test positive - these will be counted as patients admitted for Covid.

Also Deaths within 28 days of positive test are recorded as Covid deaths.

Comparing average levels of death at this time of the year with the current death rates will be the only way to get an accurate idea of what's going on.

The unvaccinated are a real dilemma - I suppose they have to be treated and while it would be good to bill them, I am not sure that is practical. Also we have seen the law and order issues that develop if vaccines are forced on them.

But something needs to be done because if one of the idiots get Delta and Omicron at the same time we could see a new variant develop.

I guess that brings us back to Covid Vaccine passports - not nice for the rest of us but something we may need to put up with on a day to day basis to gain access to Leisure, Shops and Public Transport.

Kraken
I may do, but the production numbers need to improve.
mrc
The usual suspects like Apple seem to exist in their own bubble but the interest rate scare has pushed a lot of stocks back already, looking around at some FTSE100 stocks they do look undervalued - especially those with lots of assets, WTB for example.