Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
The only thing that will move this share is is David Beckham and pals become the face of the product. If they take a more active directorship role.
Let’s assume that was always in the pipeline. What hasn’t he made a move?
Simple, until the regulatory framework around the product is still unknown and the placement of the product is uncertain they’re sitting it out. No point making a play until it can be fully capitalised. If you’re going to play your star player you need to know they are going to get a game and tour playing on the biggest stage.
For the uneducated:
Parent Company - Ocado Group
LTD companies under the parent Company:
1. Ocado Retail which is 50% owned by M&S
2. Ocado Tech Solutions - they look at the automation, the smart platform, and innovation which has a focus on AI including driverless cars. This is the tech the sell tj other retailers.
3. Ocado Logistics - this part of the business sells services to third parties, including storage and distribution.
3 VERY separate business lines. If the U.K. goes into recession - So what, it does not impact much of the business, some impact for Ocado Logistics and Retail but Tech Solutions is still in a GREAT position. Worldwide Client Base!!
😂 - the ONLY thing that will shift sentiment is if George C and Dave B themselves started to market this product. It’s that simple.
Their soft launch with poor market strategy and execution have cost the business sentiment.
There is only one way this gets saved and it’s with golden balls and his pals endorsements.
Can’t see DB getting onboard until legislative framework around the product resolved.
Rolls eyes!! Again.
I’ve been quiet as expecting something special. There are more engaging make up artists! With a huge following and better demographic. What about the Walsh brothers, https://instagram.com/robertwlsh?igshid=MzMyNGUyNmU2YQ==
Playing it safe!!
100% accurate statement.
Those on the insiders list have to sign and NDA and are forbidden to discuss or mention any deals. Equally they can not trade stock.
I can not imagine Tim selling Ocado unless it’s a small section of the Group. Maybe retail? No benefit in selling logistics to either party, and Technology in my opinion is too valuable. Technology seriously undervalued at £8 per share. Not a chance they will sell.
I’m a BELIEVER.
100% employees are LAST to know.
Guaranteed Tim Stiner will fight any take over plans. This is a British Company! It would be a travesty if this went to American hands!
Shineshoes?!!!
CellularGoods needs and international brand ambassador as the plans are global not territory specific. HC is a well known fave internationally and an iconic supermodel of the genre and demographic that’s being targeted. Amazon did not align with the target market now they have a luxury shop window.
I’m reserving judgement. Looks like they are setting up stall.
Under no circumstances do I want a provincial offering!!
Gordon, I think aiming for 2p is great. However, the opening of this share to market was 5p. I think 5p over next two weeks should be 5p. Now sure if there is enough in the pipeline to get us there??
When we went to market it was an idea. A concept. Nothing was fixed. So if that’s the opening value we are now in a better position. I would like to see claw back to opening. Our proposition is stronger.
They need to get their marketing mix right!! I would like to see them do more in this space. I 100% believe influencers are the right way to go.
Loads of day trippers last week. It will be like this for a while. People playing the raise and fall on daily weekly forecast. It’s not unusual.
I hope you’re right. Jury is still out on this one!
I’m interested in the week ahead. My strategy is the same. I have to see 5 days consecutive growth before I invest a penny more.
They have a great product (tick)
They have a distribution line (tick)
The branding is good (tick)
They need that marketing mix - I can’t see much movement in the Sp unless they come to the table with something bigger.
Thoughts, CEO can’t buy shares until after RNS. So it makes sense. Will other investors follow his lead? This also means nothing else in pipeline or he wouldn’t have been able to buy shares.
Interesting. Let’s see what happens. Been in this rollercoaster for a while. It’s nauseating.
Interesting. It’s appealing to the “values proposition” investors, rather than pitching a value proposition! Cleaver!
Been here since Day 1 - where are all my other "lifers" ? We seem to have a lot of Day Trippers on the Board today.
Nice to see some movement but lets not get ahead of ourselves. We have been on this trip many times. It has been a rollercoaster. I'm VERY glad to see movement but my investment strategy (however counterintuitive). I will not increase my holding until I see 5 trading days of growth. This is one single positive RNS. A very welcome one. One Swallow Does Not Make a Summer.
What this has shown me is that there can be significant movement on good news. This is reassuring. Lots more to do until I'm convinced to increase my holding. Anyone remember the "limp launch"? What about the "social media" influencers that never materialised?
This is a positive step in the right direction. I'm in deep. I do not remember what I need to break even anymore, maybe, 12p per share is about right??!! So for me, we have a long way to go.
The PRODUCT is great. There is no disputing the product is right but Instagram and other social platforms are not living up to expectations.
This one is on my WATCH list until I see a trend.
Totally messed up! You launch or you don’t launch. They did a “limp launch”. They would have been better off saying and doing nothing. Do it in silence (where legally able to do it) and only come to market when they had a product line, distribution, and packaging line dealt with.
It is a fantastic product. No doubt about it. If I was Beckham? Increase my shareholding exponentially and then become the face of the brand. He’s only a small investor. He could “clean up” in this space and make it a mega brand overnight. Doubt he will do it to line someone else’s pockets!
Let’s wait and see!
HERE we go again!! The false accounts - "I've never posted on here until this week but feel compelled to start now" and the only thing that I have to say is negative!! JESUS!!! when will this STOP. I'm only interested in hearing from those invested, looking to invest, I have no patience or time for anyone else!!! I would not go on another forum an slate an investment I'm not invested in!!!!! FFS!!!!!
Yousef,
Bought in at 12p. Not averaged down yet. I have a rule - 5 days consecutive growth then I will average down. Until then I’m holding out.
Del Boy
“ …….. knowing my luck, come Monday David Beckham will have his face on CG, with an RNS at 7am saying he has increased his position and also Rishi will make all UK CBD companies pay no taxes for the next 10 years LOOL”
Best thing I’ve read on this board!
Totally “get it”. I have toyed with the idea of cutting my losses and selling up. I’ve got a strategy I’m playing with. I aim to average down. It’s counter intuitive strategy but kept me safe from averaging down in a volatile situation. I’m in for a penny in for a pound.
Good luck on your next move. Wishing all the best.
Glad I stuck to my strategy! 5 days consecutive and I’m back in the mix. Until then I’m sitting this out to average down from 12p.
I’m the MOST optimistic person on here.
5 days consecutive before I average down. Won’t shift until then. Been here done that!!
JSP, my rules stands! It could go up by 800% and I’ve got my golden rule. 5 consecutive days of growth and I will average my holding and buy back in.
My average is 12p so I could do with averaging down!!! Not at any cost though!!