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https://www.lse.co.uk/rns/ITX/notice-of-results-ynfihqse32zp34a.html

If Kroger did takeover Ocado, they would also own the other 50% of Ocado Retail - they would have the UK grocery market on a plate - especially if they also brought M&S.

Christmas sales are the problem.

Kroger already hold shares in Ocado I think?
Maybe they would consider a takeover - perhaps that is why we haven't heard any news from Ocado Solutions recently?
Could the recent rise in the SP be because of takeover speculation?

Valueplay - that's short term in my book.

The market doesn't do long term - its only some Private Investors that think about long term potential - that is our edge.

This article CNBC gives a good summary of where Kroger is at the moment regarding e-commerce and it reveals why Ocado Solutions are so vital to their future.

In summary - Kroger are the largest supermarket chain but they lag badly behind their two principal competitors, Walmart and Target when it comes to e-commerce - customer satisfaction is low for the service they currently offer - however, their e-commerce sales through the pandemic have grown 92%.

Without Ocado they would seem to be in a similar bad place that Sainsburys are in the UK - destined to loose market share.

The first CFC is due to go live early next year in the Cincinnati area - with more to follow - but what about the urban areas that won't be covered by the new CFC's, will Kroger be content to offer their current second class high labour services in these areas? - I think not.

Kroger are sitting on a mountain of cash - I am convinced that it is only a matter of time before they announce plans to build even more CFC's accelerating their plans for national coverage throughout the urban areas of the US.

https://www.cnbc.com/2020/06/18/kroger-stuns-with-92percent-e-commerce-gain-but-it-has-to-prove-its-not-a-coronavirus-blip.html

Simply because coronavirus restrictions will cause MKS more short term pain because they are not just a supermarket or delivery service.

Long term though it will be Morrisons and Tesco that suffer as more of their trade moves online and increases their overheads. Just Eat is only a sticking plaster for grocery delivery.

With coronavirus fears dominating the news agenda today we are seeing the now familiar pattern with most stocks falling and Ocado marginally in the blue.

It looks like we are in for a very challenging week.

NO is in position about 18 nautical miles to the north of AK - no sign of a hook-up as yet.

Assuming production started on 11th September - after the maintenance shutdown - AK should have roughly 10 days production aboard, but I guess production is slowly ramped up after a shutdown, therefore, it could be another few of days before we see a hook-up.

I just love a contrarian punt - especially a relatively safe one - the market cap is very low compared to turnover and assets - also the company is still profitable.

The coronavirus has created opportunities with FTSE100 and 250 companies - they are a great value low risk investment for the long term - the likes of MKS and WTB will rebound strongly over the next few years.

The Ocado SP could possibly make it to £35 this Autumn but what can we expect from MKS.

In truth, it has not been the case that the Ocado Retail positivity has rubbed off on the MKS SP, but then it was probably unlikely that this would happen straight away.

The City jury is still out for MKS, more needs to be done to trim the real estate in town centres and further reduce costs but they are on the right track. However, the M&S board need to get their speed skates on.

I think that once it becomes obvious that the corner has been turned we will see a massive change of sentiment here, with the institutions increasing their holdings, MKS back in the FTSE100 and the SP at least double what it is now.

Brilliant Therapist - right on schedule!

Very positive and achievable.

Breedon Group: Berenberg reiterates buy with a target price of 105.0p.

The last tanker left on September 3rd - 15 days ago.

Assuming the planned one week shutdown started when the tanker left with no more crude produced for 7 days, production could have started around the 11th September.

Therefore, the next hook-up should be early next week.

There is no sign of any action yet, but Navion Oceania is currently moored off McDuff.

Don't get too excited Neil, all the trades after the UT, including the big one, were TNCP trades - all technical trades that brokers make - this sort of explains it -

"Apparently 'TNCP' means "Non Price Contribution to Discovery" and 'SINT' is a SI trade when SI is defined as an "investment firm which, on an organised, frequent, systematic and substantial basis, deals on its own account by executing client orders outside [a trading venue]." According to 1onic in layman's terms, it's any firm that matches and fills a significant number of client orders internally."

Its as clear as mud to me!

Covid fears are dominating the market this morning - anything blue is good.

BlackRock reduced their short position last Wednesday - a step in the right direction - now down to a total of 3.11% on headline shorts with just BlackRock and Pelham holding.

https://shorttracker.co.uk/company/GB0031274896/

I think that it is very positive that Breedon have said that their results are likely to be ahead of market expectations.
So many companies are hiding behind covid and not giving projections for the rest of the year - the board could easily have followed this line.
I guess its an indication that the actual results may be far better than 2019 for the rest of the year and that the update in November may bring another upgrade.