Member Info for chilting

onedb
The 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.

Kantar is reporting the first tentative signs of inflation easing this morning.
Food prices fell slightly in November for the first time in two years.

Investors never really know where they are with these small AIM companies - positives follow negatives and visa-versa in quick succession - many more negatives here unfortunately.

But it usually pays to keep the faith long term and split your investment with a few other growth companies, then at least one will make the grade - hopefully.

Its currently difficult to see what will happen here, but I guess things are pretty fraught in the boardroom at the moment - certainly a case of crash and burn.

But if they do ride out the current problems and the tech starts to impress, we could all still do very well out of this investment - although I have no plans to average down.

Yes, that's true AqueaSulis, but we have to take the RNS issued on the 17th of November at face value that includes this info -
" All parties remain committed to the deal, the structure of which has been agreed. There are several commercial items remaining which require more time to be finalised between the partners. Ceres will update the market further on progress as appropriate."

Also - re share price fluctuation - there seems to be an improvement in sentiment for tech shares, especially in the US with the gains on the Nasdaq.
The expectation that US interest rate rises will slow down gives a brighter economic outlook.
Hopefully 2023 will see tech shares regain their favoured investment status.

I think the difference now is that sentiment amongst investors, especially in the US, is improving.

It's possible to see through to the end of recession with interest rates moderating and even the Chinese economy looks brighter as they lift Covid curbs.

The war in Ukraine still lingers on but moves to mitigate its economic impact are now in place and Russian oil is still finding its way to market, so supply side problems are lifting. Even gas supplies seem more stable now.

So, I think share prices will continue to improve led by the US. Kroger's results today showed that the US economy is generally OK and if inflation continues to fall any recession there will be short lived, because interest rates can be held back.

The poor macro that held OCDO is probably already a thing of the past, indeed it was as soon as the Korean deal was announced. Onwards and upwards now!

Don't forget Kroger Q3 also due out today - may contain news of Kroger merger.

My money would be on another partnership deal with Wood for Deeside by the end of Feb 2023.

Big 500-point jump in the NASDAQ last night, now over 12,000 points, has given UK tech shares a big boost as expected - traders are expecting a smaller increase in FED rates.

Very disappointing but par for the course - the important thing is never to give up - just like Musk with Tesla and SpaceX.

The real breakthrough with the baby wipes is the retail price - if they can compete with conventional wipes then ITX are really onto a massive winner - even more so than the dishwasher tablets.

Hello Neil
Yes, I see thank you.
I didn't realise that M&S had been working with Thread for up to 10 years and must have a full understanding of what they can offer.
Reading between the lines it looks like the Threads retail business was used to develop the concept that M&S will now adopt and the whole tech part of Threads will move under M&S control including the founders.
A very interesting development.

More here -
https://www.thread.com/goodbye

Acquiring Treads and its tech, including the two founders and software geeks, looks interesting - assuming it works.

Anything that makes shopping on M&S simpler has to be good news, especially if it cuts returns - it's always the sizing that's a problem!

This volatility will continue through December following the ups and downs in the market in an exaggerated way.

When the joint venture between Ceres, Bosch and Weichai Power is finally signed and sealed - should have been 2022, now 2023 - expect a very dramatic increase in the SP, it could easily double or more in a very short time.
This will be followed by a move to the FTSE250.

https://www.lse.co.uk/rns/CWR/timing-of-china-jv-agreements-delayed-ytjw5ko3iy3sv8q.html

https://edition.cnn.com/2022/11/29/business/kroger-albertsons-merger-ftc-antitrust/index.html?Type=Store&bt_ee=tOYPHIFjXqrYdwA4wwHthFa7anJI%2B8vXFTTUaTfrKp7IQOlGyE95UQttWQI1PQ7s&bt_ts=1669759584012

Jefferies reduced their target prices on a whole range of stocks from right across the market yesterday, while retaining buy ratings.
So, I guess it's more of a reflection on the market rather than individual companies.

eatstocks
That is actually the function of AIM - to provide a source of capital to enable small companies to grow.
Investors take their own chance - sometimes we win, sometimes we get stung.

It's what happens after the growth period that matters - follow the history of CWR from a penny stock to hopefully a FTSE250 listing next year.

Let's hope you are right Kraken, but the Chinese Communist Party doesn't have a great record for tolerance in any form.

Very bad news from China this morning re Covid and the Chinese Government's response to civil unrest.

Its creating a whole new level of uncertainty in world markets on a par with the war in Ukraine.

We can only hope that its quickly resolved.

It seems to be a pointless exercise simply burning hydrogen instead of aviation fuel.
The problem being that hydrogen has to be stored in liquid form at a very low temperature then turned back into vapour and it needs four times the storage space of aviation fuel.
Other synthetic or biofuels may be far more viable.

Kroger are due to report Q3 earnings on Thursday 1st December.

Apart from the usual interest in their trading record.
It will be interesting to see if there is any news on their proposed acquisition/merger with Alberton's.
Positive news could be very good for Ocado, especially if there is mention of extending Kroger's Ocado partnership into Alberton's stores.

Kroger also have a 5% stake in Ocado Group, maybe after their early trading success we could see an increase in the holding and more finance for Ocado to enhance the US rollout of CFC's