Member Info for hedged

Newdealz, if you want a bet on this how do you propose measuring your success or failure?

Newdealz, I pose the same question to you too, what is the price this can fall to before you tell yourself I was wrong?

" can only be upwards from here".

Halma, what price are you willing to let this fall to before your statement becomes inaccurate?

No-one will seriously attempt to take over Ocado at this price. It's unprofitable and massively overvalued.

World class is a stretch when there are vert few players in this market.

Down another 2%.

Ocado will still be overvalued at 500p.

The difference between Amazon and Ocado is that Amazon didn't take 20 years to still not make a profit. Building out the technology is the same excuse all technology companies make who fail. The technology is clearly not scalable at the current price-point.

I like the idea of the technology as its an advancement but it's too expensive. Given that there is also a sector rotation going on this will fall below 750p and more likely head below 500p.

I thought, as we breached the 200dma, we might touch 100 but 2.5% is still healthy.

LTHamigo - it's been pretty obvious why they suspended EVR. The Govt didn't want RA, and other oligarchs, to help fund the war so they put sanctions on each of them. This meant, by extension, due to dividends being paid, that EVR was suspended so EVR didn't have you distinguish between RA and an ordinary investor.

I'm not sure too many of you fail to understand such a simple set of circumstances.

Why do people think this is only worth £3 given this was trading at £6?

Just call for a quadruple bottom next

800 is being generous. Why would this be valued anything over 5bn? Its always jam tomorrow, tomorrow has arrived and this is sinking.

I have no problem talking about my winners and losers, I have plenty of both.

However, I recall predicting that people would choose to shop in store because people were fed up of staying indoors, whereas you were convinced consumer behaviours had changed. Not only was this more than "throwing around predictions" but called you out on market dynamics and continued to be proven right.

How long before you look at the macro environment and realise Ocado won't be making a profit anytime soon and furthermore, it's massively overvalued?

Sixto - the reason why France accounted for so much is because France and the UK are unrivalled in Europe when it comes to military procurement.

What predictions was I incorrect about regarding Ocado?

Signing a petition will do nothing to ease sanctions. It's the responsibility of the firm to keep in contact with the regulators to iron out issues, not asking minority shareholders who have zero influence to help out.

There is something seriously wrong here.

Banks have forecasted Ocados price far too high since 2,800. They are going to be right eventually.

I forecasted nine months ago this would fall through 1,500 and challenge 1,000. This has a lot further to fall given people want to shop in supermarkets again and inflation will hit 8% by the summer.

Infinity - good luck, I will enjoy seeing how our predictions play out as a friendly competition.

Although I think there are too many uncertainties here I will entertain a prediction for the spirit of competition.

Russia will continue to be in Ukraine at 31st Dec.

EVR will not be relisted next week. I can see this relisted by year end though after a lot of negotiation.

Dividends will not be paid this year as it will retain the cash for operations.

Investor - to the spirit of your question, yes it was okay for EVR to sell steel which was used to build Russian tanks.

Russia would have outsourced the building of its tanks to a private company which would have bought steel from, say, EVR. This is common practice with global militaries. Looks at Australian submarines as a recent example.

Kong - I think your assessment is correct regarding how uncertain the situation is here. We have no idea how long the war will go on for or how long EVR will be suspended for.

Bhagdad was taken over in 22 days, the invasion of Kyiv hasn't even started yet. Let's not get complacent as to how long it should take to invade each city, putin knows Nato will not help Ukraine.

Mr Space - I would agree that Russia should fund a portion of the rebuilding efforts as part of the punishment for invading a democratic state, however, the sanctions we have put on Russia serves the purpose of destroying their economy. If their economy is destroyed how do you expect them to fund this rebuilding exercise?

I was in Moscow in 2019 and although it was pretty in the centre, the outskirts hadn't changed since 1970s. They still use communist buildings for accommodation. They have been unable to rebuild Russia during the good times (the centre of Moscow is an exception as well as St Petersburg and Sochi).