Member Info for edtheeuph

Shareplans administered by.... Oh, shock and suprise... Morgan Stanley. So... MS are aware of how many shares the Ocado employees hold which are on a mix of 3 year plans. They know when they are due to vest, what the buying and selling habits of Ocado staff are etc etc. reeks of manipulation, and they benefit from the trade fees charged to the employees too. Should be buying shares in MS.

All the annual share bonuses came out today... (Awarded)

In this day and age where it's a challenge to retain customers who are watching their outgoings, these are far from mediocre results. Shows great business acumen and nouse. Top effort on trying to put a negative spin on it though VP. Probably time to pull your short.

He only gets that payout if performance is good... so I don't see a massive problem with it.

P.s. anyone else notice the robot 'hesitating' in its answers? Sounds like a voiceover gimic. The manipulation still has a way to go for delicate items. Plate, tumbler and apple all launched a little clumsily.

Retireguy, that video is exactly why there is a place for Ocado... And why it has potential to recover well. As new technology evolves at a rapid pace, their existing patents, combined with new manipulative technology, will keep them at the forefront of storage solutions.

Https://youtu.be/veOo5MGnOsU?si=DUGSVmadp-BlykJe. Blimey, these new ones look good!

Great example of sensationalistic hack journalism.

Valueplay - impressive amount of deramping . question - if you had the option of commissioning an old style 2 yr build CFC today or waiting a few months and commissioning a more cost efficient

When do we expect news?

So should we expect the profit taking by staff to come to an end shortly and the price start recovering? Does seem like they drift down during the UK trade day, then get hoovered up by the American market later in the afternoon at the moment...

Waccy... That's the point.. they clearly are mass producing, and using the latest MJF 3D printing and topology optimization to solve the axial loads/ lightweight. MJF is far more robust than SLS or FDM as the materials fuse far better, behaving similar to injection moulded material.

You need to do more research Waccy... There's no way you can injection mould those organic looking structures, there's no way you'd get the tooling to separate. 3D printing allows far more elegant and lightweight structures to be made than ever before, and as an engineer myself, I can genuinely say that what Ocado are achieving by mass producing this level of 3D printed tech is ground breaking. I've been a holder of these for a few years now, and am happy to be patient and wait for the price to return to the double figures. Great entry point now, before the non grocery market jumps on board in a much bigger way with these tradeshows

Where did you get your 75% capacity info from value play ? I was under the impression they were at full capacity over the festive season, so the efficiency should have been great...

I wonder how many will reinvest the dividend in MKS ? would that not create a bit of an uptrend?

See this from Kantar

https://www.kantar.com/uki/inspiration/fmcg/2024-wp-record-numbers-hit-the-shops-as-supermarkets-experience-busiest-christmas-since-2019

From casapinos on ocd chat:

and this extract

"Spending at online-only retailer Ocado grew by 5.5%, though its share of the market held steady at 1.7%."

Although it's not a massive jump up, it's still a positive one, given the capacity constraints of the Ocado system as it stands today, but with that capacity likely to grow much bigger with the new 'reimagined' technology, it shows a good prospect for the future too. It all depends on how much profit was garnered from that 5.5% increase for MKS. If the Ocado solution is as efficient as expected, that should be a bigger profit margin than from traditional bricks and mortar stores, so the 5.5% overall spending may underplay the profit impact. (OR the reduction in what's left to pay for the JV) Looking forward to the results to find out the details.

Trading statement from mks and the joint venture out on the 11th, should be a nice boost to expectations for income to Ocado from that, and further proof that the investment by mks was wise, and that the Ocado tech is more than capable of turning a profit. Great sales demonstration point for Ocado tech and the intelligent automation product. I’m looking forward to freeing up a little more to add here, I just hope I get in before it heads north again.

This seems to be steadily increasing again now… should we expect an upturn at the end of feb?

Is there an expectation that a whole bunch of staff will sell off their shares when the SAYE matures next year? will that drive the price down?

Even Blackrock have been reducing their short position - and they've historically always been anti-Ocado.