RE: Jefferies Ocado research upgrade14 Dec 2021 07:03
Having just read both articles, the 2019 one was very cautious, but reasonably accurate on its upper end, given today's share price... There is still a tiny bit of caution in the recent article, with the comment about needing to see another krogeresque commitment globally... At which point they will become even more bullish... So I expect the SP to rocket on any further signings... And recent Kroger glowing reports will only be helping that potential and attracting new clients. Combined with the American ruling, this is great news. Obviously have to wait til April '22 to be completely sure, but from what I understand, the commission rulings rarely overturn the preliminary ones. Will definitely be adding some more of this into my portfolio and taking that risk. All IMO of course dyor etc.