Member Info for edtheeuph

Now I know you're on the deramp Neil... Ocado has exclusivity with Morrisons and MKS since Waitrose got greedy and let MKS slip in to steal the partnership. So they wouldn't be considering'several UK Clients before the legal cases' unless they were already looking at expanding beyond grocery in UK. I'm pretty certain I've read or heard Tim say in an investors brief that they are concentrating on grocery market for now, in order to maintain the market leadership for that niche. Coupled with my research into the patent actions which I'm sure only a few months ago you yourself acknowledged as good research... I reckon you are trying to deramp to drive the price down then pile in tomaximise

Some big buys after hours yesterday...

I heard they were already live, just haven't had the big media launch yet..

I've a slightly longer personal goal for this one as £3.

It's a very good statement, with some cautious notes so as not to promise too much, as no-one really knows what will happen post lockdown, but every indication that there will be pleasant surprises for those that dare to hope. I'm still hooked and will top up while the SP is this low. I was expecting similar 35% growth, so nice to see an extra 5% ... Could be festive season, could just be the fuller capacity, and if that continues to grow as new sites open, then this is very exciting.

Not wishing to put a damper on things, as I'm definitely a long term holder, but Thursday is retail results... So won't show the technology potential, just the growth of the retail side... Not sure how that will play out in SP but people here talking about the tech side, won't learn much on Thursday. Nothing negative I'm sure, but I'm getting used to seeing an SP drop after good results because analysts who don't understand the business structure 'expected more'. They should... But not yet... When the tech results are announced after a year of lockdown having ended, THATS when I reckon the SP will start soaring. In the meantime I'm happy to keep topping up in anticipation.

if you are unhappy looking at it on Monday mornings - take a step back and only look at it annually. much better reading. ;-)

£3m sell at the close yesterday, another short gone?

A Divi would be nice... A few people mentioning 2-2.50, but what's to stop it going back up to the £7 highs of 2006/late 90's? Genuine question as I'm not sure where to set my expectations... (Past performance not being a guarantee of future value etc etc)

I'm pretty new to this and so sticking to companies I strongly believe in... Steering well clear of crypto currency, because I just don't understand it, lol. But I do find Nuri and other clear shorter posts hilarious to read...

I'm pretty new to this and so sticking to companies I strongly believe in... Steering well clear of crypto currency, because I just don't understand it, lol.

Gio... In response to your question, I didn't know... It peaked at 29, I'd already set that as a personal target to take some profit out (bought at 228 ??) but missed the top and thought with the upcoming vaccines and likely relaxing if covid, it was a Satish bet that the market would swing temporarily, and I've bought back in because I don't want to miss out now if the price goes back up because analysts realise it's not just a covid fad. All a gamble, and even if it had gone above 29, I didn't want to risk being too greedy. Just lucky that approach has worked out ok.

To continue... Amazon fresh is not a bad omen... It's a great one... If Amazon ate desperate to get into online grocery, it proves there is a long term market for this, and healthy competition is not a problem... Ocado appear far more ethical, and I'll continue to be a customer, rather than get hooked into some Amazon prime style subscription to a service that costs more than the benefit I'm trying to obtain. DYOR etc, but I'd hate to see you getting your fingers burnt shorting this stock.

Im getting back in now. Creamed off some profit at £28 odd, having just missed the £29 boat... @assetstripper, what you appear to be missing is that results will show cost of investment, and fees from new sites that are based on stock throughput... If you look at those values as a snapshot, it won't look profitable... but if you factor in how much those fees will ramp up as each site Ramps up... It starts looking very exciting... Income from the new robotics acquisitions also to come, so I'm not going to over-react to results in March, and wait for the SP rise when the newer sites hit full capacity. I don't hold out much hope for a Divi from this stock, as they reinvest continuously, and I don't see this stopping til they have acompleteglobal network

Couldn't agree more Chilting, my current favourites in my portfolio are MKS for solid assets, but great online potential, am hoping to at least double my money here in next 2 years... OCDO.L for long term SP value, volatile prices and no Divi yet, but I bought in 5 yes ago and cream off when it peaks, buy back in when it dips (personally expect it to climb back up again now so I've just piled s load more in) , and for Divi/SP trickle income my best performer is JIM.L -i have some of my ISAs with them, so I know how they perform from a client perspective, and they regularly churn out Divi and business model is sound, so I'm happy holding there... SP has been a slow but steady climber too...

I'm with Neil on the MKS front.. I hold both MKS and ocdo, and I'm pinning my hopes on them both complimenting each other, they have been balancing each other nicely with a steady increase overall for me, so I'm looking forward to the next year.

Boris seems to think tech and science for the uk is the way forward... according to tonight’s broadcast... what happens when we get the next nasty bug? Online grocery infrastructure is here to stay and as soon as shops open and all the people who have been queuing to get an Ocado delivery pre- Covid for lifestyle reasons will finally get the chance to fill any gaps that coved only customers free up. Ocado partners (real life grocery behemoths that know what they are doing) who are building more and more sites will still be paying Ocado to run the tech. Yes the city investors are looking to get a quicker buck from the commoditiesetc now, but the valuation of Ocado is undervalued by the analysts... I’m definitely ho

I'm holding...( & Actually investing more now its dropped again) because I firmly believe it will go up once the market realises that despite lockdown lifting, the hunger for online will still be there... Especially as people want to spend more time out enjoying their newfound freedom, rather than continue to be trapped inside a supermarket, life's too short.

Having said that, I'm absolutely not an expert in monopolies and mergers, so that is purely a guess! DYOR etc. ??

I don't think there's any intention of buying autostore... Agree with the comments about posturing from them, I get the impression Tim is extremely possessive about his train set, and with ocado filing anti-trust/anti-competetive cases, the argument could well be that autostore are just desperate to keep hold of a share of the industry they thought they had a monopoly over, and now starting to panic that ocado has much better end to end solutions... Looks from recent linkedin posts like the in-store fulfillment side of ocado offering is positioned well to scoop up the business from retailers who can't afford /don't want to increase their warehouse infrastructure, but want to optimise/make more profitable and efficient what they gave in bricks and mortar stores. There's also the argument that they wouldn't be allowed to purchase autostore because it could create a monopoly.