Member Info for do8erman

i'm guess you live in a sleepy village in suffolk and dont get out much? .. clearly you don't live in leicester, bolton, blackburn ... etc... most people are 'careful and sensible', really, in the real world they are most definitely neither. raves, house parties, street parties, beaches, pubs, religious gatherings, a lack of social distancing generally, some people just do not seem to care and carry on as normal and this is why this is going nowhere for some time. you can keep your russian drugs and trump as we all know by now will tell people what they want to hear usually with no substantial facts to back it up. if you want to have a £1000 bet with me now that there will be a covid vaccine available in 4 weeks time i'll snap your hand off. . 911 was a terrorist attack that killed 2977 people its not really a comparison to a pandemic thats infected 30 million and killed nearly 1 million globally thus far.

thanks for clarity re B.I.I, obviously our opinions vary wildly - but mainly as you haven't factored in my main point regarding an inevitable lock down which will see the SP tumble again. if boris chooses to send kids home for parents to try to work from home alongside trying to home school kids of various ages again - yet keep pubs open, there will be a national outcry, so its more likely than not pubs will close if more schools continue to close. i see little point even mentioning the sp was over 100p last year, its completely irrelevant now as we are in very different and difficult times so getting back to 100p will take years for mars not months, and i think you know this deep down.

valueplay, i find myself agreeing with pretty much everything you say... now if only i could make that work for my wife!

although the business insurance discussion is something to grasp onto its a drop in the ocean vs. actual revenue lost over the peak spring/summer trading seasons. they cannot cover themselves for lost turnover and profits, only costs and then it would be limited as staffing costs have already been covered via furloughing. i cannot see this leading to much if any increase of the sp, once they have fought it out and that's if they are fully insured against such costs anyhow. my major concern - is this share is far too high risk at present. reason being, is they have no control of their own destiny, its in boris' hands and he can choose to pull the rug at any time he chooses to do so. yes supermarket sales of bottled beers will continue but if and i presume when pubs close again either nationwide or locally due to lockdown this sp will slide back to the low 30's dependent on the time they are closed for. this will and should happen soon. the schools experiment of sending all kids back two weeks ago has spectacularly backfired, with schools now closing on a daily basis due to covid cases, 4 in my local area have closed in the last 48 hours for a minimum of 14 days, and nationwide its 100+ now with similar issues with total or partial closures. how long can this go on for, i'd say not long at all. there is no way schools will be told to close and pubs, bars and restaurants will be allowed to continue to remain open to spread covid to the masses that cannot go without a draught pint. its just logical another lock down will follow, even before we get to winter and discuss second waves or how covid will react with flu. sorry to be so pessimistic but there is a lot of talk on here which could be classed as ramping, so i thought it needed countering. saying this i like the business model, i like the JV and it should recover in time, so if in for the long game and holding for years it makes little difference if it drops 10p over the next few weeks. but if you are not in as yet, i'd say hold fire and see where boris goes with this first and like last time back in march, there will be an option to get in a lot lower than this at mid to low 30's i reckon or even less, it went down to 18p at one stage.

mrb.. all good points, i'm in my 50's and as you're retired i assume 50+ too, i started on the shop floor in the 80's and worked my socks off to board level come 2000, so fully understand where you are coming from in relation to staff training and leading by example. i fully enjoyed my store management roles in the midlands and the daily interaction with staff and customers, versus sitting behind a desk looking at figures and having meetings about meetings! back then, albeit without a minimum wage in place, staff i feel were happier as they had a decent living wage, had regular repeat customers, had far less competition, were not relying on upselling everything on commission to obtain kick backs or was there any such thing as zero contract hours...and thats the days of retail without the internet, chuck that in the mix with the worry of low margins, lack of footfall and looking over their shoulders if they dare to take a day sick etc, then i guess there is not much to smile sadly, and thats without even considering covid. its very hard out there for the young adults at the bottom rung of retail and things have changed considerably, some for the better some for the worse. i agree and take your points, a smile is always nice but in 2020 i no longer expect it. back on point DC. has the benefit of both the store network and hugely successful online experience, with virtual assistants and hands free collection points etc. i assume there will be further job losses and store closures as the business model changes in the coming years, this should in fact be seen as a positive as they are quick to react to the ever changing and challenging market conditions, i'm here for the medium - long term and feel confident in seeing 130p within two years.

mrbushi.. are you saying you only purchased the oven after research, travelling to the store, waiting outside etc... because you got a smile and if you didn't receive that smile you would have gone elsewhere and wasted further time until you got a smile from someone? some people really have too much times on their hands! i personally buy on extensive research of product, reviews, inc. warranty and price, a smile is a bonus but as i usually purchase online its usually irrelevant. of course happy smiling american style store staff can be nice, but it can also come across as false and o.t.t at times. perhaps these staff have little to smile about, you don't know their back story, maybe they have partners that have lost their jobs or ill elderly relatives etc etc, they won't share their problems with you on the shop floor and still sell you an oven, but courtesy, product knowledge and doing the deal will always outway a smile in my book. what the point of a smile if they don't know basic product info.. just my view as someone that spent 25 years in retail management for a well known high street chain.

all at sea, what is that 440p SP figure mentioned, does it mean a possible split of the vertical farming business at a future date at any given point between 2020-2030, or should it read 4400p as a predicted valuation of OCDO by 2030, if the later, i'd suggest with all the technology, research and current speed of company growth that looks a tad stingy for the next 10 years.

well done you, dont forget cgt!? well i called that wrong, like i say i'm not too proud to admit defeat today as we wont be seeing 2400p again before 4.30 sadly, 2300p maybe, oh well fingers crossed for a recovery next week once teething problems get sorted with the new m&s venture. no issue as a long term hold position for me, i would only get nervous if we went close to my buy in at 1570p, which is highly unlikely, so i've only 'lost' paper gains i could have and in hindsight i suppose should have taken, which no doubt many others are doing dragging the SP lower alongside tech sell off, known m&s roll out issues and general sentiment...which can and will swing the other way before long.

not sure about not good, think they were oversold yesterday on fear and profit taking. dow massive drop overnight and ftse down a little after yesterdays drop, but the ship seems to be steadier at the moment. i'm here for 3500-4500p so not massive worry as not selling until this point is reached whether that be 1y or 5y, i wouldnt be surprised if some average down or see it as an opportunity to buy in today and it goes back above 2400p... i may be wrong, if i am i'll hold my hands up and say so.

What is the point to this Neil chap posting on the ocdo board? He has done nothing but tell investors to bail and sell for weeks and still says its a strong sell and not even worth 1000p tonight, is there even an agenda or is he just thick? He said on August 1st they were overpriced at 2053p because ocdo has 'no potential' and the share price would 'head south' - but they went up 600p soon after. He said the analysts have downgraded the sp, but they didn't with citigroup reiterating ocdo as a buy only last week with a new target of 2900p... its really getting boring to read this constant b.s show now, as its not constructive, informative or even amusing, he just looks a fool as he keep's calling it wrong time and again.

I'm not worried about lazy feckless moaners like this from your sky news link "Now I have to investigate the bottom of the freezer to find something for tea because @Ocado cancelled my order too!".. First world problems hey! In fact i'm glad they had a few teething problems on the first day of role out, this means they can rectify things and nip them in the bud asap. The fact they were fully booked and having to cancel a few orders due to problems out of their control means demand is high if not at a maximum for their services, again they will learn from this. But its better than having no interest in the service and product on offer surely. All in all nothing to worry about here, FTSE hovering around 5900, but OCDO still up, with I suspect a major uplift to follow once the FTSE returns to 6500+ in time on good news from this JV alongside the main core of the OCDO business. I'm very happy with my investment, even though i dithered far too long around £13-14 before eventually jumping in with both feet at £15.70. GLA.

grrr, why oh why didn't i top up yesterday at 1960p! kicking myself today.

daggermal....'thought it would be in the 110 p range by now'?.. its been 110p or above 10 days out of the last 30 days.

This is the AML share chat thread right and not facebook??.. Past holidays in Sweden, surfing in Croyde and joyrides around Notts, really?

i think this has every possibility of going to 168.7p (+25%) by the end of the coming week considering the amount of u.k football back on the t.v this week, alongside the german, spanish and italian football already being played to gamble upon.... i'll order myself a head testing kit off ebay immediately, as to who will be wearing it come next friday evening remains to be seen.

true enough but its getting harder now the ftse is 6500, but i've done well with WMH, CPI, IAG, DC. AML, would like to get into OCDO but not at 2000p, i dont have the funds to make it a worthwhile risk. any tips welcome!

I don't think you would be 'out of your mind' to buy at this SP. Would those earlier moaning they had jumped in at 1.6p not be wise to take the gamble and average down now its hovering around 0.56p. That way they wouldn't have to wait it out forever to see a spike back to 1.6p and could cash in and move on (if that's their plan) with a new average holding at say 0.8-0.9p, or even take a slight loss if it moves upwards toward that and they need the funds quicker. Yes it's risky, but perhaps a good move versus the 1.6p gamble if they are planning to wait it out and walk away with their original investments?

Some of us have let our hearts rule our heads on this share over the years, me included during my 16 year holding. But, I didn't sell when it went to 1p a couple of months ago, or at 2p+ many years ago, as I am looking for a serious return on my investment if and when they discover something groundbreaking. If I lose it all, then I knew what I was getting into from the start and so be it; but I still believe in this company and it's potential and we are so much closer now that ever before. So to those on here that are jumping ship and bashing LTH's for sticking with SAR over the years, you are simply wasting your time. We of course would like things to change in our favour tomorrow, but I'd suggest most are happy to wait it out and if anything are quite optimistic about the coming months. If i wasn't already invested to the point I'm happy at risk vs. possible reward wise, then I would top up further; and if new to this share then I'd be buying in at today's SP.

can someone far smarter than me tell me is there is any downside/negative to this share, as i from my limited research cannot see any, all i see is positives for the future...

stores to re-open soon
LFL figures a lot higher than expected due to soaring online sales during lockdown
closure of loss making stores
continuation of high end product and consumables flying out as we all convert to home offices
they are looking to the future with virtual real time online sales assistants
converting stores to offer click and contactlessly collect
etc etc..

feb highs pre covid were 141p, so with market beating sales and a very pro-active approach to the near future BUT we still see DC. stuck mid 70's.. this should in my view be slowly increasing as per a number of other high street retailers are doing alongside the FTSE recovering to well over 6000 now, such as MKS and JOUL to name just two. i'd have thought this would be closer to 90p with all things considered by now....

so what i'm asking is am i missing something?? are there any negatives or pitfalls on the horizon i havent read that are holding this back? .. any comments welcome please, i'll log back in later today when i've finished my unpaid role - full time teacher to three kids.

Miracles do occur though with bio and tech shares, look at PYC for example - on 30th March the SP was 1.35p. Less than a month later on 29th April the SP was 10.9p, if it happened there, then why not SAR.... This time next year Rodney......