Member Info for chilting

Yes, 0.5% from Mail is incorrect - they have their own agenda to create imaginary rift between M&S and Ocado.

5.5% growth is very respectable - market share is partly constrained by capacity in some areas.

Thank you edtheeuph

I thought the Mail had got it wrong - they seem intent on creating friction between M&S and Ocado.

5.5% is very respectable.

Caution is needed interpreting this 0.5% figure in that we don't know what it exactly relates to.

Read last years Trading Update for context.

Also capacity could be an issue.

https://www.lse.co.uk/rns/OCDO/trading-statement-tj0mpbmllsmz95p.html

According to the Daily Mail Christmas Sales are up just 0.5% for Ocado Retail - these are, they say, unpublished figures from Kantar.

https://www.msn.com/en-gb/money/other/marks-spencer-is-crowned-king-after-high-street-food-fight/ar-AA1myRaC?ocid=msedgntp&cvid=f45a9fa0d71541a29129fd4ac3634078&ei=15

Daily Mail have 14.2% - unpublished from Kantar - Christmas food sales for M&S.

Just 0.5% for Ocado Retail.

https://www.msn.com/en-gb/money/other/marks-spencer-is-crowned-king-after-high-street-food-fight/ar-AA1myRaC?ocid=msedgntp&cvid=f45a9fa0d71541a29129fd4ac3634078&ei=15

Hello spindok

The general trend with AIM companies at the moment seems to be that those that are trading well just have a static SP.

With the rest of the market also in the doldrums, I think we need to see an improvement in the FTSE100 and 250 before AIM picks up.

Happy new year.

Mr Profit

Sorry just realised that's very old.

Mr Profit

COMPARE THIS!!!

https://www.sharecast.com/equity/Ceres_Power_Holdings-13797/director-deals

All very odd.

Maybe its just an error - adding up all the percentages listed is about 100% without other holders.

Well spotted Mr Profit.

Hanwha asset management are based in South Korea.

No idea how they built up that percentage holding unnoticed - Weichai and Bosch holdings seem to be unchanged.

Maybe something is happening with the Doosan partnership project in South Korea? - could be interesting!!!

NASDAQ Futures have fallen back by about 500 points so far this trading year.

I think from an overbought position.

NASDAQ Futures tend to guide OCDO's SP, hence the fall back - probably temporary.

Other tech companies have also fallen back.

I think we need to see a general rise in small cap AIM stocks before we see an appreciable rise here.

There seems to be a good number of very good little companies that trade on AIM that have been held down by the general gloom surrounding the whole market - mainly because of high interest rates.

Hopefully 2024 will be about identifying these opportunities, sorting the wheat from the chaff, and capitalising on them.

I think we need to see a general rise in small cap AIM stocks before we see an appreciable rise here.

There seems to be a good number of very good little companies that trade on AIM that have been held down by the general gloom surrounding the whole market - mainly because of high interest rates.

Hopefully 2024 will be about identifying these opportunities, sorting the wheat from the chaff, and capitalising on them.

Room rates seem to be holding up well.

I just booked 12 leisure rooms for occupancy between July and October on Flex for an average of £91 including breakfast.

Flex offers payment on arrival and cancellation up to 1pm on arrival day.

All rooms were in the provinces - none in London or town/city centres.

The China deal is just one part of the bigger picture for Weichai, they will get to it when they need it and the growth slowdown in China is the probable reason for the extended delay.

Looking at other news from the group it does now seem that the Ceres bit of the equation will very likely go ahead in 2024. But from Weichai's point of view they won't start production until they have a need for the fuel cells, so its very obvious that the original timetable was shelved a while ago.

We still have a few weeks to go until the trading statement from Ocado Retail on the 16th January and these are the trading days that set the tone for the year ahead.

Hopefully the SP will have a positive run until the 16th, after that I predict that the update will give the SP here a very big boast.

I think we will see a record Christmas, M&S have certainly done exceptionally well with food, and a return to profit.

This will I think give the whole group a big boast and set a blue trend that will continue throughout 2024.

Not sofas.

It will be back to 1634 - Tulips!

If Simon Roberts the chief executive of Sainsbury’s is correct customers are drifting back to main stream supermarkets from the discounters to exploit their superior range. It seems that they are also buying budget items and doing just one shop rather than visiting both a main stream supermarket and a discounter, therefore cutting out the discounter altogether.

This must bode well for M&S and Ocado Retail with their superior range.

Maybe we are seeing the restoration of the status quo.

https://www.msn.com/en-gb/money/other/sainsbury-s-is-back-the-heyday-of-the-discounters-is-over/ar-AA1lACO2?ocid=msedgntp&cvid=285870a7f2d24789b19754a5db3562c1&ei=37

If Simon Roberts the chief executive of Sainsbury’s is correct customers are drifting back to main stream supermarkets from the discounters to exploit their superior range. It seems that they are also buying budget items and doing just one shop rather than visiting both a main stream supermarket and a discounter, therefore cutting out the discounter altogether.

This must bode well for Ocado Retail and M&S with their superior range.

Maybe we are seeing the restoration of the status quo.

https://www.msn.com/en-gb/money/other/sainsbury-s-is-back-the-heyday-of-the-discounters-is-over/ar-AA1lACO2?ocid=msedgntp&cvid=285870a7f2d24789b19754a5db3562c1&ei=37

Yes, Happy Christmas everyone.

I am sure that this is just the beginning of the M&S resurgence with plenty to come in 2024 and beyond.

Not sure about carbon reduction though Neil, Cop28 achieved nothing and we now seem to be going backwards with the reform and technology.