Member Info for chilting

Carbonfuture looks interesting.

https://www.carbonfuture.earth/about-us

mrc
I certainly agree but I think that a lot of the negatives are already priced in - tech shares for example have been lack luster for months.
With the markets ability to look forward we could even see a new sense of optimism as the future becomes clearer beyond the current problems.
Covid recovery stocks look very cheap at the moment, including oil, leisure and some retail - it could be the time to buy.

Yes, hopefully the rise will stick this time and we will see 2000p again soon.

I have even forgiven Ocado Retail for missing 34 items off my order this morning - all the non perishables.

Current market conditions present a significant buying opportunity for long term holders.

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.

Negativity equals good buying opportunities - it may take a while but by next Spring-Summer profits will be rolling in again.

Boris has a responsibility to prepare for worst case scenario - he is doing that by promoting boosters and putting the frighteners on, the media is backing him up.
Clearly the more uptake we get with boosters, the quicker we rid ourselves of Covid and there is still a danger that a more potent variant could develop, therefore the mild threat of Omicron may well be a blessing is disguise on the road to normality.

Comparison was against lockdown period.
Trading statement was for Ocado retail only - not the whole group.
Ocado Retail only accounts for around 10% of Ocado Group.

Auction

Trading Statement issued this morning.
Heading for best Christmas ever.
Overall sales in line with expectations.
M&S products now accounting for 30% of customer baskets.

https://www.londonstockexchange.com/news-article/OCDO/trading-statement/15249107

From Bloomberg

"Ocado Group Plc won the first round in a patent-infringement case filed by rival AutoStore Holdings Ltd. that could affect the expansion of the U.K. company’s robotic warehouse business into the U.S. online grocery market.

Three AutoStore patents are invalid, while Ocado doesn’t infringe a fourth, U.S. International Trade Commission Judge Charles Bullock said in a notice posted on the agency’s website. The judge’s findings of no violation of AutoStore patent rights are subject to review by the commission, which has the power to block or limit the types of robots that Ocado can bring into the U.S. The commission is scheduled to release its final decision in April.

Ocado’s value has soared by more than 400% since 2016 as investors bet that the U.K. company will become the premier provider of online grocery delivery services worldwide. At one stage its market capitalization was larger than Tesco Plc, Britain’s largest grocer, even though Ocado has only a fraction of the U.K. grocery market share and has barely made a profit in more than 20 years of operation.

Ocado started out as the online delivery partner of Waitrose, an upmarket U.K. grocer, but has since been repositioning itself as a technology company that can provide an “end-to-end” logistics and distribution platform that it can license to retailers around the world. Much of the rise in its valuation is based on the assumption it can roll out its Ocado Smart Platform, as its software is known, globally.

AutoStore is up 34% since it became a public company in October as investors bet an online shopping boom and labor shortages will drive up demand for its automated warehouse robots.

The Norwegian company claimed that Ocado infringed four patents for the robotic systems. The judge found that, while Ocado used technology covered by three of the patents, those claims failed to fulfill requirements of clearly describing the invention in a way that others can understand.

Officials with AutoStore had no immediate comment on the judge’s findings.

“We have consistently stated that Ocado does not infringe any valid AutoStore IP, and we are pleased that the judge has now agreed with us,” Ocado said in a statement. “This was a misconceived attempt by AutoStore to interfere with our business in the United States.”

The judge rejected Ocado arguments that the patents covered old ideas, or that AutoStore committed fraud on the U.S. Patent and Trademark Office to obtain the patents. Bullock’s complete findings won’t be publicly available for several weeks, to give both sides a chance to redact confidential information.

The companies have been quarreling over patents in various jurisdictions since 2016 but the battle heated up just before Ocado signed an agreement for its Smart Platform with Kroger Co., one of the biggest U.S. supermarket chains. "

Today certainly proves one thing - there are a lot more shares in the sticky hands of long term holders - the potential is real for all to see.

All we need now is for Eqtec to deliver the promised revenue over the next few years and the SP will take off.

Boris has a responsibility to prepare for worst case scenario - he is doing that by promoting boosters and putting the frighteners on, the media is backing him up.
Clearly the more uptake we get with boosters, the quicker we rid ourselves of Covid, therefore, the threat of Omicron may well be a blessing is disguise on the road to normality.

EmeraldCarrots
Clearly we all have different investment strategies and that has to be respected - personally I prefer to ride out the dips and stay invested - each to their own.

Much needed clarification and as expected revenue is slower to flow in than originally hoped for.

Basically it all comes down to how severe the symptoms of Omicron are - that isn't clear yet? - and also if people will need hospitalisation? - don't forget also that there are now primary care drugs to treat any strain of Covid that should protect against severe symptoms.

The 1890 Covid outbreak that killed around a million people worldwide lost its potency when it mutated and just left patients with cold like symptoms - interestingly that virus is still present in the worlds population and becomes more widespread every 3-6 years.

Yes, I get that - thanks FootTapper.

Any way in for Hydrogen tech has to be good news for Ceres - indirectly if not directly.

And what if its confirmed that the Omicron variant gives infected people little more than a headache and fatigue for a few days and that it will probably cancel out delta?

We could just as easily see a rapid relaxation of controls and a big jump up in stocks.

Yes, that's perfectly true tonyj, but we are looking for additional applications for Ceres tech, not just in the UK but all around the globe.

Also, its quicker to refuel a hydrogen vehicle of any size and it would probably be cheaper to make, maybe lighter, and have greater capacity.

Small light weight vehicles of all sorts could become the norm in Cities, so there could be a big market for goods and motorists in general.

Cargo Bikes are becoming very popular on the continent - particularly in Germany. The larger versions are being adopted for home delivery, especially in Cities. Bosch are one of the main manufactures of these bikes, they are powered by electric batteries.

In theory, I see no reason why they couldn't be powered by a hydrogen fuel cell and I was speculating that maybe that would be a good project for the Bosch, Ceres Partnership to consider. The smallest commercially available hydrogen cylinders available are 85x14cm and weigh 16kg, so that would probably be comparable with electric batteries.

https://www.freightwaves.com/news/will-e-cargo-bikes-take-over-last-mile-delivery