Member Info for edtheeuph

Just thinking out loud… but… if fuel rationing starts again, key workers get priority, which from experience, Ocado counts as key work as they deliver food to disabled people who otherwise can’t get to the shops. Also, people are more likely to buy online as driving to shops becomes more expensive/ impossible. So we have a repeat scenario of the pandemic, where demand goes up, but with the added benefit of greater capacity this time around. Ocado may well have to increase delivery charge due to fuel price, but at that point it’s a captive market, and customers will understand if it’s a fair price increase. I’ve scheduled adding more today and averaging down at the same time, with the expectation that even if the above scenario spike doesn’t occur, Rausings purchase and increased profits are enough to make this a good hold for at least another year or so. If it does spike,I’ll take advantage like last time of course!

And why cant i see my earlier message??

Ok, so as an exocado employee i also know that those that were made redundant in march-may had until today to use their saye savings to buy shares at a guaranteed 2.20, and i suspect that is influencing current pricing in some way. Either by the holding parties or by the share administrators.

Kroger moving away from cfc (in some areas where the trabel between drops make it less efficient) and into IN Store fulfillment is not bad news for ocado, as it lowers initial outlay and they still profit from Kroger using Ocados ISF platform. Its standard half the story stuff from actors pushing the share price down. As soon as that is clarified by Kroger, the share price is likely to shoot up.

Having read the report, it only reads as positive for Ocado. The in store fulfilment is an even easier moneymaker for Ocado, who power krogers online ordering. No preinvestment in cfc build required. Either way, Ocado profits from Kroger expanding its online presence, which is clearly one of the fastest growth areas in the report. I got made redundant from Ocado back in March, having been involved in the successful completion of the 600s robot, and I’m hanging on to my shares and adding more, because I know how efficient both elements are, and there’s no bitterness, because the cost cutting in personnel was all geared to fulfilling the promise of moving to profitability.

Https://gebhardt-group.com/en/company/news-artikel/gebhardt-will-provide-ocado-storage-and-retrieval-system-osrs-to-customers-in-germany-austria-and-switzerland-as-a-new-solutions-provider-for-ocado-intelligent-automation.html An interesting article - nothing concrete immediately - but adds to the growth opportunity in the mid term.

Mexico plant can be replicated pretty quickly in the USA if needed, it’s just an industrial shed and cheap labour. And the USA is just one of many countries that Ocado are building robots for, so it won’t slow them down at all. Ocado have to build more robotics manufacturing plants to expand and cope with demand anyway and the Mexico plant can still deliver for the rest of the world. All in the grand plan already Rizzle.

Rumours of a new contract being announced at the results at end of Feb...

Just reiterating - articles that complain about lack of specifics as a reason for doubting the improvement in prospects - are showing their ineptitude or divisiveness - ORL are not allowed to release specifics about Ocado group profitability before OG annual results at end of Feb - they aren't hiding anything - just hand-tied by confidentiality. As i have said before - they are all guessing and toying with sentiment until the full results come out then. I noticed in an an article that MKS had a broker target lowered due to 'lower profitability ' but do they not still realise that Sainsburys and Tescos run online elements at a loss just to maintain some market share? ANY profitability is a massive win, and its OCDO tech that makes that possible. THATS what keeps me hooked as an investor.

I mistimed the addition of some more stock thinking it would bounce after mks results, expecting it to have bottomed out, but I'm still averaged down and happy to add more at this price and hold til 2026 if needed to make some great gains hopefully. Dyor etc.

Tuesday is just ORL joint venture results, it won't show the full extent of the movement towards profitability in 2026 (expected to be positive given good orl results though) , you'll have to wait til end Feb for full Ocado group results. Shorters will be playing with everyone's emotions this week, rather than full facts. Expect more daily iterations of valueplays tired old record.

Boyo, the reason for abandoning the old original equipment (miles of conveyor systems) at Hatfield was because they could transfer the same orders to Luton CFC to be far more cost efficient with the new tech , so although there are depreciation costs, it's counterbalanced more by the benefits at new CFC. This should actually be viewed as a positive sell point for the new tech.

That's remarkably upbeat for you valueplay, I'd have expected you to be plumping for the £2 mark. I've just piled a chunk in at 315 to average down on mine, happy to take them back out when it hits 400+ which could well happen as expectations rise towards Christmas and the new year. Almost inevitably drops again after the hype, so hope to buy back in if I can catch the dip, and then keep til they go profit making in 2026.

I'm intrigued as to what you think will happen if SAY, a new customer deal was signed before the end of this year @Valueplay How would that then affect the shareprice? obviously Maximillian thinks it would skyrocket, but whats your opinion as a shorter?

Https://iotworldmagazine.com/2024/09/12/2439/list-of-top-10-robotics-and-automation-companies-in-london-uk-europe-asia-usa-and-china-in-2024-2025 Impressive to see OCDO at the top of this list - especially ahead of the likes of FANUC and Boston Dynamics (who also do some really cool robotics uses!)

Https://www.beer-management.de/the-technological-plateau-in-warehouse-automation-where-real-change-happens/

Interesting article on WHY Ocado is considered different (in a positive way) compared to the vast majority of other automated system integrators/manufacturers. Long article that needs a cup of tea in hand - but definitely of interest to those who are keen to expand their knowledge behind the investment.

Getting Boring now VP - pause is to take advantage of the new tech rather than because of lack of faith. Costs are reducing, and new deals being discussed, just not announced til finalised.

Boyo... Incorrect! Ocado power In-store Fulfillment for online shopping for multiple partners now! (Just because they don't have their own stores, doesn't stop them from profitting from other people who do) hence why it's such a good proposition.

Https://www.youtube.com/watch?v=S8CkypOC0HQ found this today and thought it would be useful bit of insight into the kroger/ocado relationship.

There may be lots of contenders in the logistics space, Neil, but Ocado are still at the forefront of the pack. They won the game changer award at the recent Delivery Europe conference.