Member Info for edtheeuph

So when do we start seeing the move north from investment grade news then?

I'll bet you a tenner they do better outside of retail as well as improving the retail side within a year VP.

Value - I'd have thought that Kroger would be waiting for the Re-imagined suite of equipment to save building new CFCs - they can probably build the lighter equipment into existing empty buildings a darned site cheaper and quicker- which would be a much quicker ROI for Ocado too - so I actually see that as a positive not a negative.

Slight uplift for a change today - any positive news anyone knowsabout?

I'm in two minds - I don't know whether the price will drop after the divi, or whether the meagre 1p is not worth the hassle and investors will hang on an leave them to just acrue in value and look forward to a better divi in April? (plus a bit of an increase due to reinvestment of the divi in some cases - but not much to be re-invested at 1p)

Its the first afternoon for ages that the American Market hasn't dropped the price a little at the end of the day, so I see that as a rather positive sign too! I've doubled my value here over the last 3 years - adding quite frequently - (not always on the lows, alas) but I still think there's more to come so I've taken a small chunk of profit out to use up my mortgage overpayment allowance, make me feel like a sensible grown up, then sit on the rest and hope it increases.

Do you have a Kantar link ?

It's red from opening, but still well up on beginning of the week, so Santa will still be happy. The MKS food advert is much better.

It's not the greatest ad, but the message I got, was:- stop feeling obliged to do what the sheep do, and just do what makes you happy at Christmas. Nothing anti religious. Extremists will always find a way of exaggerating and bending elements to make it political. Sad fact of the world we live in.

Retireguy, that's nothing like a doom toll for Ocado. It's a slow, clunky Amazon gimic. Ocados kit is slick and fast and far less space consuming.

It's quiet on here... Are we all holding our breath til November?

Or maybe they are just waiting for the reimagined kit to come out so they can build cheaper and faster than the existing stuff? I would!

Today's market manipulation is crazy! ORL results were ok, and although it looks like shrinkage against cost of goods increase, that's just UK, and it's still bucking the trend of other online retailers. Look at the results from their other partners, bonpreu, coles et al, the Tech side of the business is turning it's finances around and starting to head towards profit. MKS is steadily heading North, so this should too, off the back of it. Just manipulation. I'm staying in, and sorely tempted to add some more at this price.

I must admit, I'm also considering cutting losses here, unless someone can convince me otherwise that some good news is coming up?

You need to do better research Sean!!! Spoken like someone who just looks at the headline financials and not at the ACTUAL business operation.

Looking at John W Martin's history... With links to aerospace and Ferguson.. who are a major player in plumbing spares distribution... Can we read between the lines and think there is a strong move towards non grocery? Could well be a big contract in the pipeline that needs a different set of experience flying the rocket? Also Luke Jensen has been flying round the world for years expanding the Ocado Tech reach, he may genuinely be retiring from the role to spend more time with the family etc... Unless he's selling his shares, he may feel he'll get a better return by handing the controls to a different pilot.

Mines £20. Unless they start paying divi, in which case that target will move north as it will be a nice revenue stock then.

Great news for Ocado that all the litigation is finished! Without that hanging over them, I guess they should be free to roll out sites much more aggressively, aided by the generous donation from Autostore (£200m) , which would be beneficial for the JV too. Interested to see what knock on benefits this will have for MKS

Off the back of mks results... Mks expect H2 to become more efficient and use more capacity as growth returns, which results in lower costs, this is effectively mirrored in the Ocado half of the JV, so bodes well for Ocado. Bette results for customers = more fees in return for Ocado Tech, so it's a good news day all round.

Surely people aren't trusting chatgpt??? Try throwing some simple maths at it and it gives a different answer every time. Ridiculous. This must be a great time for Ocado employees able to lap up cheap shares on the companies buy as you earn schemes. All their hard work will be that much more rewarded when the shorters have finished manipulating and it skyrockets again.