Member Info for HereKittyKitty

“ Ocado is a tech company not a supermarket.”

Funny that - every 2 weeks when they turn up at my door and deliver food from M&S & other sources I don’t think oh great that tech company delivered all the things I need 😂

Stupidness

And when I read “ However, among individual grocers, online only Ocado reported the strongest sales growth, up 16.2% over the last 12 weeks”

I didn’t see that was a tech company breaking those records

But apparently you know better 🤣

Pot

Kettle

Black

And all that 😂

Ditto

Would make sense to just get on with it and offer before Shien do and get a merger going with ASOS

BOO moving ASC following

Shorts down big now

Time for action and a Roberto BBQ 🔥

Merger, Buyout, Asset sale …

Buyout, Merger, Asset sale all in play

Train is leaving the station

Another daily RNS

https://www.londonstockexchange.com/news-article/BOO/response-to-frasers-group-plc/16809975

If only the communicated like this before the Fraser’s spat they may have more support

Feels like BoD are worried with a daily RNS and getting others to say vote Against

He got fired from ASOS and has a vendetta against them suffering from delusion, mental health issues and deep vengeance anger. Said they’d left the board but can’t stay away as their obsession is unhealthy out of control. Kinda got too feel sorry for them. Lonely keyboard warrior sitting alone in their PlayStation super gamer seat being sad and angry at the world.

Is he gonna vote for Fraser 😂

£100k

https://www.lse.co.uk/rns/pdmr-dealing-and-tvr-wcf11h6hfxwo4m6.html

Only another 21% to go too match the 52 week high now 35 has broken - positive momentum

Re posted from ASOS forum

sj74

Today 10:52

Posts: 18,244

Price: 386.20

For 1.1 billion Euros a premium of over 100% to their SP.

Revenue about half of ASOS, Margins not as strong and an EBITDA of just a few million..

I'll let you do the maths as to whether ASOS is undervalued ;)

https://corporate.zalando.com/en/investor-relations/zalando-and-about-you-team-lead-way-european-fashion-and-lifestyle-e-commerce

NobertoTotalToss will have something too say I’m sure 😂

Fraser’s themselves is a great potential buy opportunity at the 620s level

Ocado reported the strongest sales growth, up 16.2% over the last 12 weeks.

https://www.lse.co.uk/news/grocery-sales-edge-higher-ahead-of-expected-festive-surge-niq-t239qbal1vqhy9e.html

Jan 14, 2025

Q4 2024 Ocado Retail Trading Statement

Looking at all the monthly growth records and market share gain, the retail statement should be pretty impressive especially as last quarter they stated:

“ Raising our FY24 Revenue guidance for Ocado Retail to low double digit % growth (previously mid-high single digits % growth).”

Bought and sold this multiple times this year and at these levels I believe (not advice) they are ready to give again 😇

BOOhoo + fraZERS

BOOZERS

Says it all really 🤪

Agree on IIs BUT why have they spent so much mailing PIs - I’ve had 6 different mails as hold in 2 accounts - but 3 physical mails per holder is costing so they must need PIs 🤔

Although they’ve done the video the BoD still need to tell us how they will “unlock shareholder value” to swing the vote back in their favour ….

I’m sure some folks at BOO are monitoring this board

Guys you’re going too loose if you don’t speak up …

Not wanting to mess up the voting thread on here

It’s showing a landslide for Frasers vs Boohoo BoD

What will that mean for SP post EGM?

So after 24 hours

✅ FOR Frasers - 17 (77%)

❌ AGAINST - 5 (23%)

Not looking good for Boohoo BoD

Keep voting 🗳️