Member Info for edtheeuph

Constant/justnotworthit how's your new account going?

I also have only had good service in last 3 years. A deciding factor in my investment

rubbish - even if it does drop that low due to shorts/macro - it'll go back up in time. strong hold if not a strong buy. selling now is madness!

Yup - I think Casapinos is pretty accurate there - Typical press looking for something salacious to grab views - fail to mention the terms of the bonus - otherwise it would read like good news - and I doubt Mr Steiner would agree to a remuneration package that he didn't feel confident in achieving. especially as a former banker - he knows exactly how the stocks market works and will undoubtedly know how likely it is that the SP will change. - to me that says we should have confidence that the SP will hit his bonus target price in the next 5 years. so it's a comparative steal at current prices!

WTF!
OMG!
Salacious scaremongering!!!!!
(Apologies to the sane posters, just trying to get to grips with Hamm's new posting style...)

I think the typical M&S client will cut back on holiday spends and one off big purchases , but continue to eat/drink in the manner they usually do. Purely my opinion of course.

I'm topping up regularly expecting the tide to turn long term. Where do you get your expectation of Divi from Neil though? I seem to remember you expecting it the last couple of halves now with nothing materialising. Would love it to come back, but would also like to understand where the expectation is coming from?

Well I topped up again on the dip at end of today.

OWLS the 200 day SMA doesn't take into account knowledge about the macro though. It's an indicator, but should be taken with as much a pinch of salt as some of the broker ratings. I'm also buying tranches now to reduce my AVG , then happy to wait for all the war and inflation stuff to blow over personal target for me is £3

JNWI... What are you on about you nutter? What about a 10+ increase expectation is bad? ( Were you one of those spoilt brat kids that got 10 Christmas presents and threw a paddy because you were expecting 13-15????) 30%+ increase in customers also great news. Stop talking gubbins because it just makes you look stupid in front of all the intelligent regulars.

Gio, I suspect you're right, looking at the already negative spin from Reuters. But, selfishly, it means we get to buy more shares for our money while the shares are low. Looking forward to next year when we start getting normal yr Vs normal yr rather than Vs COVID yr. Hopefully war in Ukraine will be over and global stability better too, so the figures will look even more impressive. It's funny isn't it.... EOY outlook is closer to 10%... From initial mid teens... It's still a significant increase yr on yr, but news hacks make it sound like a loss.

Retail announcement is very positive. Slight drop versus last year in lockdown, but way up Vs pre COVID, and a 30%increase in active customers is great news. Shows that it is habit forming and as the new sites open up this coming year and the coverage area increases and slot availability goes up, there's still plenty of demand. Still a long term hold for me (and strong buy at these prices!) . Excited for the future.

The regular posters are generally thoughtful and insightful with decent market data and useful info. It only goes quiet when derampers start populating the board with utter garbage... We get bored of reading the dross and choose to spend our time on less irritation. Happy to ride this through before the next wave. A pity we might have to wait til the results to see that.

You got a short on Justnotworthit? where are you getting your figures from- either share - or stop talking twaddle.

This is really exciting news! the In Store Fulfilment bit is also pretty awesome as that appears quick to roll out - so revenue should be pretty swift behind it!

https://www.ocadogroup.com/our-stories/ocado-reimagined?utm_source=organic_social&utm_medium=og_facebook&utm_campaign=reimagined here's the link for the page with the presentation on. Have to admit, as an engineer I was blown away by the 3D printing and part making capabilities... Truly astounding. I think the average retailer will be more excited by the cost savings and immediacy offerings though. It was definitely worth the hype/wait!

ouch - Auto-stores SP pretty much halved since December (27Kr - was 45Kr)

seems to be levelling off/ reached the bottom.. ?

just read this:! https://www.ocadogroup.com/media/statements/autostore-abandons-two-thirds-of-its-infringement-claims-in-uk-high-court-after-ocado-group-wins-us-itc-trial This has to be another significant milestone in the case which should reap big rewards for OCDO

long-term though i'm going nowhere until I've hit my target of MKS paying my mortgage off :-p