Member Info for hedged

I think JPM investing here is great news, dont get me wrong. But I'm not reading into anything associated with the retail arm.

I think where JPM do offer additional services is in bond issuance to accelerate the capital for the loan book. This to me is a game changer if it's available.

The reason why it's a coincidence is because it is the Asset Management department buying in here which will have zero contact with the retail arm in JPM.

The plans for a UK retail bank would have been in the pipeline for at least a year, maybe two.

Quick question - do you reckon JPM would touch customers who had to seek a loan with a sub-prime provider? It would be a PR disaster if people found out.

Thaw - momentum is with us. Assuming no RNS I reckon above 14p. Steady rises would do me.

What do you reckon?

Although I love the optimism of what is in front of us, the JPM retail bank connection is far-fetched.

However, it's looking like the SOA will work in our favour and with institutions on board this has great backing. If we can increase our loan book whilst reducing our interest rate (to satisfy the FCA), then profits will grow exponentially over the next two years which will potentially 10 bag this stock.

Of course Ocado has performed better than some stocks. But I didnt cherry pick as I compared to some in the same sector and some in totally different sectors. Since the bottom in March, Ocados rise hasn't compared to the ones I mentioned. And its unlikely to be going forward too.

AO World, boohoo and Dunelm will perform better than Ocado this year in the online retail sector.

Ocado will unfortunately go below 2,000.

I like the online stocks, but ocado needs to make bigger profits and to take more market share from store based shops.

There is little correlation between JPMs Asset Management dept buying Amigo shares and JPM extending their retail arm into the UK. JPM would have been planning the UK retail department for at least a year. Look how long it took GS to open branches in the UK.

Value play - from an investors perspective, ocado have done only okay in the past year when you compare them to other companies.

Whether you look at others in the same sector Dunelm or AO World (online retail) or any other sector Tesla, Bitcoin, Pendragon, Fresnillo etc, the opportunities were far superior elsewhere.

Ocado have done okay in the past year, but the last month and the next few months will not be so kind.

On the week FTSE 100 down 3% whilst Ocado is down 10%.

Just an FYI guys, that 10mm buy was not mine.

Ocado reaches the 2100's for the first time in a while.

The market is just starting to fall. Ocado has a support at 2,150.

No problem. I appreciate it was a minor issue. But thought it was worth correcting if you are going to continue using that format.

Vinson - JP Morgan is spelt with an a not an e.

I was in this stock in 2018 during the rise to 14p.

The RNS I have just read is exactly the same as the ones I read in 2019. How many value enhancements has this company raised funds for? The permit in the forest department was due within 6 months 4 years ago. He has friends in that department and it's just a formality, ya know!!

Does anyone here still think Tony has done it all before and was the main man at Oxiana?

Little balls club! Is there additional space for one more? I hold one share.

Spx, Tesla, Bitcoin all down.

Vix 20%+ up.

I suspect we'll see downward pressure for weeks in the UK and US markets.

I cannot see any trades past 16:00. Can someone copy the details on here please.

Psychologically, it would have been difficult to buy back in on the rise and to buy in higher than your sell position. Its takes psychological strength to do that.

OWLS - you choose not to value Ocado by profits because they havent made any.

Despite their good revenue numbers, they have failed to translate that into profits. And more importantly they are not taking enough market share off other supermarkets.

I thought the bottom would have been around 2,150. Maybe im wrong and it's even lower.

I suspected it was part of a bigger macro decline. I looked at Ocado, Boohoo, Tesla and Bitcoin and they were all down heavily.