Member Info for hedged

With the new sanctions I expect a small rise in the price of Rhodium and Palladium which will continue to help our Q4 and Q1 numbers.

Regarding the share buyback, I agree there will be buying pressure until 30th June which should take us nicely back over 100p and hopefully over 120p. This, it course, will have zero effect on the bottom line but will improve our EPS ready for year end.

There are a number of factors contributing to the difference:

There was an expectation of profits getting closer in 2019, very few people expect Ocado to make profits anytime soon now.

Demand for home delivery increased dramatically from 2020. Now, people realise they actually enjoy interaction with other people and getting out the house here and there. Shopping is part of that routine.

Costs are significantly higher across every sector compared to 2019. This is a macro reason hence why the whole market is down.

SLP I holding up well whilst the general market is down 5%+

Wheres the perfect entry for TSL? Below 25p?

This will no doubt head towards 60p within a year given at least 100% upside.

New deals, I commend your humility. I suspect it will go much lower than 750 unfortunately.

Im surprised steiner didn't wait for Ocado to hit £4 then suggest getting his £100mm bonus when the SP hits £15.

To be honest, he'll be waiting at least 10 years for his bonus, if he gets it at all that is.

This stock has been on the downward trend since Jan 2021, 16 months of decimating shareholders value and yet you'll still see investors hope that one day this stock will start to increase based on nothing but hope. The fundamentals are dreadful and the performance this year is even worse.

Don't catch a falling knife

Do people buy cars during a recession? Yes, generally used cars. Does that mean you go out and buy Vertu Motors or Pendragon, no. Same with energy stocks. Higher energy prices are already priced in.

The question I'm asking is what is going to happen coming out of the recession? Where should I place my money now for something that will yield returns 12 to 18 months from now?

Which Friday?

Down 20%. Everyone was caught in the hype again. Well done if you got out yesterday or this morning.

I merely posed a question rather than a statement. Currently down 10%.

I looked at the technicals rather than pure hype from yesterday's 37% rise.

The analogy of Kim Jong Un and failing rockets is perfect for the 20p estimate after only 1 good day.

Let's calm down and not get too excited until we are close.

I doubt anyone could actually sell at 8p though. Only a few would have bought at 8p +.

Sell now and buy back in a week at a lower price?

Will this end down today? Chart looks overbought in the short term.

Where does it ststat"exceed expectations"?

Why should the Amazon results be any sort of catalyst for this SP?

What price would it have to fall to before you tell yourself you were wrong?

Your inability to give any sort of measurement to the share price fall suggests you never want to know when you are wrong. I gave my boundaries.

Despite any potential dead cat bounce, this share is heading southbound. Fundamentals are dreadful and technically this continues to sell off.

Newdealz, the question was what does the SP need to fall too before you consider yourself to be incorrect?

I suspect this SP will fall to below 750. It won't get to 1200 anytime soon.