Member Info for chilting

The fundraise last June was to cover capital costs associated with scaling up production.

Capacity is taken care of, the current unit is only working at around 15% capacity - more capacity can be added and has been added with an extra shift. The next step will be adding another production line, the capital outlay for that is fairly modest.

Yes, a nice period of consolidation bringing the 40% extra capacity up to speed is just what Ocado Retail needs right now for the next 18 months or so.
Anyone who was frantically busy during the lockdowns will realise that you cannot sustain that work load for a long period.

shaggers
Does the trader in you, reckon we are on the way up again?
The SP seems to have started to recover from the March 18 low.

The strategy is very clear Neil - build today for tomorrow - its the same for all growth companies - that's why we invest here.

I guess if other investors don't like this strategy, they will look elsewhere - we all have the choice.

There is bound to be some drift away from online as more shops open but in the long term the genie is out of the bottle - many more customers appreciate the convenience of online as a result of their lockdown experience.

Also confidence and competence has grown regarding using the technology to order online - a very significant advance.

Short term fluctuations will have very minimal impact on Ocado Group, its the long term that maters.

As for Ocado Retail, a more stable trading environment is probably just what they need as they role out the extra 40% capacity - it will be much better if they can increase the customer base without restriction with the offer of superior customer service and choice.

londoner
The stand out company in this sector is CWR simply because they have keep a tight rein on CAPEX throughout their development.
All the growth here is likely to come in about 3 years time when some very lucrative licencing deals kick in.

ITM has big plans but they have spent big and will rely on the orders continuing to be forthcoming.

Another emerging disruptive green company worth looking at is ITX - not an energy company - they make "green polymers" for all sorts of things from dishwasher tablets to hair care products and paint.

smalltrader
Tech shares, including hydrogen, took a hit because of interest rate fears but they are starting to rise again now.

Even with the push back, most hydrogen stocks are up over 50% since the Autumn, so I guess most energy investors are still holding.

The valuations are as you say super crazy - best option is to invest and top slice regularly to just leave profit.

It seems Judge Rinder is a secret Aldi shopper - what else could explain his bizarre judgement.

Warning - this video contains disturbing images of Caterpillar mutilation.

https://www.bbc.co.uk/news/av/business-56768197

Its not just the upturn in the SP that is impressive, its the increase in volume since the beginning of April that is actually driving the SP forward.
The flat period that we saw in February and the first half of March when the SP drifted down doesn't look likely to be repeated.

The reason to buy into Oxbotica is for the tech and a seat on the board.

However, even as a simple investment, this is one to die for.

Oxbotica was named by The Wall Street Journal as one of the Top 10 tech companies to watch in 2015, just one year after they were formed, since then they have built a very impressive portfolio with many big name investors who can all profit from their tech.

If they went public, this would certainly be one to consider investing in - they have the potential to be one of the UK's largest tech companies.

Tech stocks are overpriced but the SP is supported by their potential - the trick is to spot their potential before other do - this doesn't just apply to small startups and AIM companies but even FTSE100 companies.

Jan
Maybe Brent is starting to flash amber but it could turn green or red.

romaron
I simply follow the rule of logical reasoning - one green light plus one red light means no investment - when both lights are green, I will invest.
It could also be argued that Stanley Green followed the rule of logical reasoning, but I fail to see any logic to his reasoning - anyway I need my protein.

Taverham
The clarity is more to do with the pandemic - oil prices cannot recover for a sustained period until it has subsided - a new variant that was vaccine resistant could put us all back to square one.

Energy shares are always the last to recover after a period of poor economic performance - we are still waiting for that recovery - the conditions are not right as yet and there is no clarity on when they will be.

And more detail

https://www.youtube.com/watch?v=NQItPndaG-g

The overview
https://www.youtube.com/watch?v=gCDyfb_hD-8&t=91s

https://www.youtube.com/watch?v=blFJ0Y_2odw

Colin turns into a beautiful Red Admiral - the Aldi imposter turns into a Cabbage White.

Clever stuff - very exciting!

Colin has got legs - until you bite them off.