Member Info for chilting

That would certainly help the planning problem and speed up development - good thinking.
The zoom concept would probably work better with the Morrisons name attached.
Also, its much better just to supply the software and hardware etc rather than running the whole show - leave that to the retailer.

Another thought - Morrisons own the freeholds on 87% of their property - the new owners could probably accelerate closure and sale of some surplus sites and reduce the size of others if they built up their online business to maintain and increase market share - so buying into Ocado Retail could be a very good option for them and easy to fund.

Its obviously speculation, but I wonder if Morrisons will be in the market for the other 50% of Ocado Retail.

If they did, then I think Ocado Retail would grow much quicker and that would greatly benefit Ocado Group in terms of new CFC's - especially in the North - and M&S would also gain market share as customer numbers increased.

Euroclear have just released data for October - M&S is up from 2.83% in September to 3.03% in October.
Euroclear records the total stock out on loan.

On Short Europe the headline shorts [above 0.5%] are 1.89% made up of 0.5% Blackrock and 1.39% Pelham - this info is the same on Short tracker and elsewhere.

Usually there is a much bigger gap between the headline shorts and the stock out on loan - this begs the question - has the Pelham short been closed, but not been reported closed?

Euroclear data now available for October - 11.15% up from 10.74% in September.

Talking about Morrisons - has anyone any info about the future plans of the new owners regarding the Ocado partnership?

The SP has more or less resumed the five year trend of a slow rise - its as if the Covid period of trading that pushed the SP into oversold didn't happen.

As for the future, growth shares have a tendency to suddenly take off - I don't see Ocado being an exception to that rule - the trigger will be profit from the tech side of the business - in the meantime we just have to be patient and keep buying shares in the dips.

Maybe one of the shorts starting to cash out after walking the SP down?

The total stock out on loan was 10.74% in September - the October figure hasn't been published yet - this is I think the main reason for the volatility over the last 6 months or so, with the shorts manipulating at will - for the moment...

Alternatives to Lithium such as Zinc-ion could make batteries cheaper without the supply problems.
Also electric vehicles will be cheaper to make than internal combustion vehicles as economies of scale kick in, so even the third world can have electric vehicles, especially if they can take advantage of solar power. Cheap cars could be little more than golf carts.

The market for oil could therefore be much smaller in ten years time but industrial uses will certainly remain very important!

Therefore, much lower CAPEX on oil exploration and development has to be welcomed or supply will certainly exceed demand. The irony is that it could be the market that solves global warming rather than our politicians.

It could just be the shorts.
Aqr Capital Management has a 0.5% short - started Sept 13th at 1899p - maybe getting ready for closing???
Probably plenty of other below 0.5%.

This has to be balanced by demand for oil - the low Capex may actually be the only way that supply is restricted enough to support Brent.

With 66% of oil being used for transportation [US -2020] any rise in electric vehicles is quickly going to make a big impact on oil demand - just how much is the big gamble!

The smart money is certainly following electric vehicles -
The rise in Tesla's stock price over the last 24 months is from $62 to $1,208
Musk is now worth $30 billion - more than the GDP of ****stan.

The rise in Tesla's stock price over the last 24 months just underlines the true potential for capital appreciation in growth shares.
$62 to $1,208
Amazing!

EmeraldCarrots

I think that is close to becoming a reality in clothing - general improvements all round and adding the third party brands seems to have made a big difference, also M&S.com is improving all the time - even since the summer.

Its also the key to Enquest's future .

Presumably AB plans to develop Bressay - otherwise why buy it - so, electrification is probably crucial to unlocking the potential.

Alternatively, he has to consider options elsewhere, maybe even in Malaysia.

No info on any electrification plans for fields to the east of Shetland - including Kraken and Magnus.

This could be another role for Sullom Voe or maybe the power will come from the Norwegian sector or a bit of both - Kraken may be more easily served by power from Norway.

AB must be considering his options, especially if he plans to develop Bressay - it seems likely that production licences in future will be dependant on electrification of oil instillations and with so many parties involved the planning stage is likely to be very protracted.

More like a push bike riding up a steep hill - the trouble is when you get to the top, it comes back down the hill bloody fast again.

Lets hope most of the buyers have sticky hands and can see the long term potential here.

That's all it needs - its just a question of when.

I don't see Ocado as a takeover target in the same way as the cash rich supermarket chains, therefore Fortress and other groups wont be interested.

As a growth company Ocado are just the opposite and need regular capital injection to fuel growth, so it will need a company with very deep pockets to go for a takeover - more likely another large tech company.

Personally, I think that a takeover is unlikely because of the investment needed to fund Ocado's growth and the problem any bidder would have getting the deal past their shareholders.

We could see a private buyout proposed, but I guess in that case they would more likely go for a shareholding - maybe providing cash for shares when Ocado go for their next fundraise.

Its up to Ceres to get their slice of the pie but the pie has to be there in the first place.

The good thing now is that the pie is cooking and its a bloody big pie.