Member Info for chilting

We all get fed up with our investments from time to time but its usually not a good time to sell.

Much better to vent of frustrations here.

I would say though that making it personal against the Directors simply clouds the issue - stick to the facts - they are doing their best in very poor economic circumstances - growing a company with new tech is very difficult even at the best of times.

We have seen the funding problems that Eqtec is having in all its markets and some solutions to this problem may lie well outside current thinking in the realm of carbon credits.

North Fork is probably the best example - what if funding was available to massively scale up the development of similar schemes in the US - well it probably is.

One way of removing carbon and combating climate change is to convert it into Biochar and then use it in as a fertiliser. North Fork produces Biochar.

This is already being done in the US and is part funded by selling the biochar to farmers, but its not just farmers that pay.
The cost to farmers is actually falling because US companies are buying their carbon credits in biochar in their race to net zero. One of the largest companies taking an a active role in this Biochar market, explains its strategy in this link

https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RE4QO0D

I can appreciate your reasons for selling Valueplay or at least selling part of your holding, it does seem rather extreme to sell all your holding. Personally I would have taken my capital and just left some profit.

The main potential impact on business at the moment is a reduction in profitability, this seems to have happened with Ocado Retail, but that was only to be expected as capacity increased, so it says nothing about the long term profitability of the Ocado Solutions business model. In fact Kroger seem to be doing rather better than Ocado Retail with their online rollout.

Roiling out new tech is always problematic in a recession, so its no wonder that new customers have been slow to sign up to Ocado Solutions - many other tech companies have the same problem.

Ocado Solutions currently has a fully funded pipeline that will benefit from its new Ocado Reimagined tech and bring the company into profitability. It may be a few years away but this is the point that investors will start to be rewarded for their patience.

Investing is a balancing act - never fully commit to shares, let alone one stock, spread your investments as thinly as possible using your own judgment back up by some investment funds for your pension.
Also, invest in your own business and property.

Clearly putting your savings in cash will result in a decline in savings when interest rates are lower than inflation.

However, its probably worth maxing out on the 50k allowance for premium bonds to give access to cash and returns can exceed expectations.

Other forms of investment can be considered - I brought some Amenity Woodland about five years ago and that has roughly doubled in value recently.

As always its about balance, some stocks have done well this year, and these were predictable, AZN and BP. for example - maybe selling OCDO and buying these would have been the best bet, in hindsight.

Hello fatsuperman.
Yes, I agree that it wouldn't work for all orders, but for small parcels, it should could certainly be given as a delivery option for Ocado customers who also want to order from M&S.com and they should be encouraged to order.
When Ocado Retail had their Fetch pet products business this delivery link service was available.

A cold spell at the start of the winter should be great news for M&S, they should be well stocked for a big surge in demand and will probably be able to restock for later in the winter if their buyers order now.

The only problem online is that the mail and courier network is under severe strain at the moment with delays all around compounded by more Royal Mail strikes on the run up to Christmas.

I think M&S need to get together with Ocado Retail to use Ocado Retail to deliver small M&S.com packages combined with groceries, for customers who have ordered from both suppliers.

Yes, and that makes sense but the Full Year Group is also 19 days later - so it may just be something accountancy related.

Q4 Trading and Full Year Group are both later than 2021-2 and other results for next year are also later than this year.

We can speculate why - not sure it will help.

Q4 Trading will probably also give a post trading update for Christmas - so will be more informative.

spindok
It's the Public Sector that's suffering in this recession - the Private Sector is still generally profitable.

The problem is that we all need the public sector services, especially health, so unless finances there are sorted, we are stuffed.

Hence, we have a Conservative Government, short of cash, acting like a Labour one.

Its only growth in the Private Sector, after inflation is sorted, that can resolve the situation, I remain optimistic that we will start to see a recovery in 2023 and share prices will advance substantially ahead of that recovery.

mrc
It seems that the future of oil production in the UK section of the North Sea hinges on Equinor and its partners decision regarding investing in Rosebank next year. Then it will be down to the politicians.

Sentiment.

Questforoil
it might not in the real world, but it obviously does in the minds of oil traders.

Questforoil
It's that tipping point at the balance between supply and demand - if the US have control of that, even by sentiment, then they control the market price.
OPEC+ had control earlier in the year but it didn't last.

Now, with the impact of Covid receding it's probably unlikely OPEC+ will regain control, but not impossible.

The main question when considering future crude prices is - how much can the US control the market price?
It could be argued that they have already started to reassert the control they had before Covid, with the release of their strategic reserve - oil prices have continued to fall since the June high.

As crude production increases in the US and elsewhere the impact OPEC+ have on the market will diminish, we will return to the same old familiar pattern that existed before Covid with the US as ringmaster.

Pokerchips
The main thing to consider is that investors will return to buying mode before any actual recovery.
I think we are starting to see that already and the new year will I think reinforce that trend.

On energy prices, as supply increases elsewhere, particularly in the US, OPEC+ will become less relevant again - we will return to the same old familiar pattern that existed before Covid with the US as ringmaster.

Valueplay
Yes, that is fair, but my strategy is simply to hold in bad times, and I haven't changed that - my entire portfolio is unchanged in 2022.
If I seem to be flipping, it's because I am trying to follow the sentiment.

Personally, I still see a strong recovery in share prices early in 2023 as China joins the US back into growth.

Most of the current economic problems around the world are centred on Government finances after Covid and the impact of the energy price hike. I think energy prices will reduce in 2023 as supply continues to improve. As for Government finances, the turbulence will remain.

Pokerchips
Yes, agreed - but as investors we are often victims of sentiment - today is a prime example.

The main problem Eqtec have is trying to grow a growth business with new tech in a recession.
I think the business is far more likely to fail because of the UK's economic problems, rather than failures of management.
Hopefully, it won't come to that, but it's very likely that new placing will be needed in 2023.
Other than that, we could see a forced sale of the business.

The reason for today's fall is that US economy seems to be stronger than expected, therefore, inflation concerns have risen again with the expectation that the Fed will react with more robust increases in interest rates - hence the jitters and fall in the markets today.
So, it's back to the same old problem, with tech shares taking the biggest hit.