Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Value, many thanks.
Money talks. Jorn's purchase of 16m+26m=42m is much more than Mark Richardson's 4.4m sale.
And based on your analysis, I will top up more at Jorn's average price.
An ASDA box will be installed beside your door.
https://www.walesonline.co.uk/whats-on/shopping/asda-trials-new-shopping-home-20552050
Key date
13 May 2021 Ocado Annual General Meeting
06 July 2021 HY 2021 Ocado Group Results
14 September 2021 Q3 2021 Ocado Retail Trading Statement
09 December 2021 Q4 2021 Ocado Retail Trading Statement
Hello Value, I check this board and Ocado news every day.
I topped up at 1910p due to the three reasons below.
1. Institute investors brought lots of Ocado shares at 1950p on 11 June 2020.
2. Director Jorn Rausing brought a lot at an average price of 1989p on 19 Mar 2021.
3. ValuePlay topped up at 1979p.
So I consider 1910p is a good price.
This guy went to many boards and post "this share will be back to xxx" without any points.
My observation:
I order weekly delivery from Ocado. I am very happy with it. Previously, I order weekly delivery from ASDA. I am not happy as I always got substitutes.
I go to the supermarket sometimes. I pick up some small pieces of stuff. For regular groceries, e.g., milk, fruits, vegetables, meat, etc., I say, oh, Ocado will deliver to me. Why do I carry it home? After pandemics, it will apply to many people. Yes, people will go to a supermarket for some small pieces of stuff. But still, use delivery for regular groceries.
Agreed.
You and other long hold investors are good examples for me.
I can imagine that was not an easy trip.
Andover CFC fire, the huge drop in Nov 2019 and Mar 2020, you guys still hold the shares. That is a strong faith.
I am in this from Mar 2020, topped several lots afterwards. I believe it is the future and hold it for the long term.
Agreed, no one can predict the market in short term. Jorn certainly cannot.
Jorn just thinks sp is cheap at the current price. He invests and sitting on the board for 10 years. He knows Ocado more than we do. We are long-term investors. Short-term up and down is just noise for us.