Member Info for chilting

Valueplay

Building a business often involves sacrificing profits in the build up stage to get things right, hence the need to spin positives.

This may be an alien concept for PLC's and most shareholders, but as a long term holder, I welcome it.

Valueplay

The new Kroger CFC's are delayed to allow time to install Auto-Freezer units -

"Kroger signed an order in January 2025 for Ocado's new proprietary Auto-Freezer to be installed in upcoming CFCs in Charlotte, NC, and Phoenix, AZ. This will bring our world-renowned ASRS robotics to sub-zero temperatures for the first time. Following the completion of these installations, we expect the CFCs to go live early in FY26."

Shorts realising profits now.

Yes, its interesting to note that Morningstar have a fair value estimate of 920p for OCDO.

I guess shorts will soon be taking profit.

Yes, shorts having their fun at the moment.

Just take advantage of their efforts and buy back in at the right moment - whenever that is.

Encouraging signs of future profitability for long term holders with a good strategy in place now and a hint of new partners.

Also, good to see the new tech is rolling out well with most partners, including Kroger.

The deal with Delta might turn out to be the commercial winner, they are the mass production specialists. They will probably end up supplying most of the market, including Bosch.

Delta could also end up making a takeover offer for Ceres, the purchase of the Bosch shares could be a first step.

I think we will soon see a bid for Ceres.

Realistically, Weichai would probably sell their 17%+ in CWR at the right price, therefore, a potential bidder could control over a third of the company with relative ease at a very good price.

Izstar

Remember this is AIM - the SP has a mind of its own that is often totally unrelated to the fortunes of the company.

Its better to just concentrate on how the company is performing and that seems to me to be steady as she goes.

Current SP says more about the macro than M&S.

UK focussed companies have a crappy economy to contend with and a tax regime that is only going to get worst.

I don't see much changing for the foreseeable but will continue to hold.

Its obvious that some High Street branches have got a reprieve from closure.

I don't think that there is a single reason for this.

More like - rent reductions after negotiation with landlords - improved sales - not wanting to be unrepresented in a town - slow process of acquiring and building a new out of town store.

However, increasing labour costs could accelerate the process again.

The main thing is to be flexible and react to changes in the market but also not to act in haste - think of JLP and their closures after Covid, that was like cutting the ground from under their feet - bloody stupid decision!

I think in highly likely that Whitbread will be able to pass on the extra employment costs by increasing accommodation prices in the months ahead.

In fact if you search ahead for accommodation, you will find that prices have already increased substantially at high demand locations.

Yes, nice to see the SP on the rise and with potential for more, although AIM companies never seem to get to their true value unless they get overbought, but this may happen.

I just keep watching Smart - it looks like it could turn back positive early next week.

Interesting fact - the AIM All Share Index is currently only about 20 points higher than it was 10 years ago.

Simple fact is don't bother analysing the performance of AIM listed stocks on the index.

Just make your choice for the long term and concentrate on the company.

Eventually it will come good.

AIM

Future solutions partners are likely to come from outside the Grocery Sector.

Ocado have probably got a partner in most main markets, although countries like Uzbekistan and Azerbaijan might surprise us with their major cities growing fast and an increasing affluent middle class.

The Chinese market would only benefit from Zoom because most Chinese shoppers buy fresh products locally every day.

So, hopefully we will begin to see new partners in other retail sectors soon.

Buying ahead and keeping good stocks of the raw Itoconic Acid has always been company policy and its obviously a wise move.

With Trump now morphing into Stalin with his Gaza idea and becoming increasing deranged, it may be time to consider alternatives other than China for a supply of raw materials.

MKS was overbought at the last trading update, the effect of profit taking reduced the SP.

Morningstar gave MKS a fair profit value of 342p back in December - about todays price.

What happens now depends on the market.