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Share Price Information for Ocado (OCDO)

London Stock Exchange

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Share Price:

285.30

Bid:

285.30

Ask:

285.80

Change:

35.50 (14.21%)

Spread: 0.50 (0.175%)Open: 272.00High: 290.00Low: 267.00Prev. Close: 249.80

OCDO Live PriceLast checked at 09:48:52

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JPMorgan upgrades Ocado to 'overweight', shares surge

Wed, 26th Mar 2025 09:00Sharecast News

(Sharecast News) - Ocado surged on Wednesday after JPMorgan Cazenove upgraded the shares to 'overweight' from 'neutral' and lifted the price target to 400p from 340p.

The bank said that having been either 'neutral' or 'underweight' on Ocado since 2018, it is revisiting the investment case and has identified several reasons to be more optimistic, as many of its previous concerns are beginning to dissipate.

JPM said its analysis of the global eGrocery space shows the rising possibility of new deals in Ocado's Solutions operations.

"We argue that the slow adoption of online grocery shopping so far hasn't been demand-driven (evidenced by strong customer reviews) - instead, we attribute the stagnation in recent years to ongoing supply constraints," it said.

"Supermarkets have been hesitant to run both offline and online channels simultaneously, focusing instead on margin protection and relying on far less efficient store-picking solutions to support online sales.

"This approach might work in the short term as long as online sales remain small. However, given the high costs when utilising store-picking solutions, we believe this is unsustainable longer term as online sales grow."

Meanwhile, it said that online-only supermarkets in Europe and Walmart in the US are increasingly gaining market share, pushing more traditional supermarkets to find scalable solutions, such as Ocado.

JPM also pointed that Ocado's margins are improving quickly in both the retail and solutions segments, driving positive free cash flow generation by the end of 2026, which should allow the company to refinance about £500m in convertible bonds in 2025/26.

It also argued that following the recent share price drop, the stock's valuation is attractive.

At 0900 GMT, the shares were up 15.5% at 288.40p.

Don't be a dick ass. No one would hold and then try to bad mouth talk it down.

Get a life

Tomorrow

Deja vu exactly what we were saying this time last year. It's pipe dreams. They will dilute they will shaft the pi's once more.

Can someone please show me any revenues generated here for well over 7 months.

Prepare for dilution, prepare for a revised 2025 forecast earnings.

What the actual flip.

Attributed to the cfc roll out, bit corporates don't sniff and that kind of growth, especially when they know the catalyst. They realise it and try to roll out as fast as possible and build on it.

Ocado tech obviously working globally, which shows that others will want it to work for them too.

Add to the domestic retail of biggest growing grocer in the UK for 10 consecutive months.

We are seeing obvious success and turnaround and from this bargain level it will be reflected in the share price.

Good luck all holders.

No inspiration there for any investment at all after the presentation

Investors scared to death of this.

Completely shafted lth last year will do likewise again.

Courtesy monie advfn. So chances of financial success just became less likely .

Medicare being attacked by musk, now the paltry gas usage is going to get 2/3rd less.

Not a good thing, unless polx increase coverage in private medical .

Currently despite a few nice bits of news the 6 sales directors and their cash burning teams have failed to being home the bacon or meat free alternative... revenue logging on this years bottom line is the only thing needed. Otherwise people are petrified of the next massive dilution which is unavoidable.

Let's be sensible ramping squad to other potential investors. All your comments are based on hopes conjecture and pipe dreams.

The paltry increase in gas usage suggests incredibly worrying slow traction of actually installed kit.

Sorry if that doesn't comply with ramping rules over here.. but not sorry.

Just realistic

Progress made, it's now time to see, we've placed x in y institute. X 5 this year for it to be vaguely safe bet. There will be a couple I feel but around may time. It's looking too little too slow... at present on current information and timescales

Nice blip gave me an in there. Didn't fancy the traders spike after the initial fall.

Courtesy moon advfn. Great find. Exciting

https://sites.duke.edu/driehuyslab/resources/

Very interesting.... particularly the interactive map showing xenon mri labs... the red seem to be clinical ones, the blues not clinical yet. By my reckoning.

....but the one big surprise revelation for me is the none rns acknowledged clinical lab in china! Following the patent.

Very, very interesting.

Someone going to make lots of pennies when this turns... just got to try to be on board. Any further clarity on the situation and it's on ... or a bit more short decrease. We could simply get good ol fashioned good news tomorrow. Although I expect notification of results rns tomorrow at 7 bells

Someone going to make lots of pennies when this turns... just got to try to be on board. Any further clarity on the situation and it's on ... or a bit more short decrease. We could simply get good ol fashioned good news tomorrow. Although I expect notification of results rns tomorrow at 7 bells

They stated they may sell their holding but in an orderly manner. And a likelihood that they hold it as a none core investment.

So even if they do sell it won't be dripped into the market that's not orderly. Orderly would be a large sale to another partner or investment house, or venture capitalist.

Plenty of options imo. And I expect if they do sell it will be revealed in a one off tr1 series, one for their reduction one for the new holder.

We still have a great selection of massive confident industrial partners, with more to come.

The utopian result for me would be to see weichai take them and double their holdings. The furore and excitement of pending bid will see the sp well past where it fell from. All imo. And my expectations

Courtesy smokey advf n

https://en.weichaipower.com/media_center/news/202501/t20250114_111313.html

Thanks for that.

Does anyone have the text front the article behind the pay wall? Thanks

Polarean Imaging plc

("Polarean" or the "Company")

Virtual Investor Day

Polarean Imaging plc (AIM: POLX), a commercial-stage medical imaging technology leader in advanced Magnetic Resonance Imaging ("MRI") of lung function, announces it will be hosting a virtual investor day on Wednesday 12 March 2025, at 2.00pm GMT / 10.00am EDT.

The event will be held via a Zoom webinar and will feature presentations on Polarean's lung functional Xenon MRI platform, its current clinical use at leading academic medical centres, as well as the Company's expanded sales team and commercial strategy. The event is open to all who wish to learn more about the story.

A welcome and introduction will be given by Christopher von Jako, Ph.D., CEO of Polarean. The afternoon will also feature presentations by:

· Dr. Laura Walkup, Associate Professor, Cincinnati Children's

· Dr. Alan Huang, Vice President of Global Sales, Polarean

The presentations will be followed by a Q&A session where attendees can submit questions to the management team.

Lol I can't get go, what a joke get a life.

And have a read.

Honestly some of the people on here.

In future it may be worth adapting, when there's 7 months of no news you have to question it, that's why I wss negative on polarean at the time.

Things change, markets change. Adapt to those moments or fail. Lose the emotions.

I hope this helps you ongoing.

Polaeean are a different proposition currently and I'm very upbeat about prospects.

We need the commercialisation news to bolster revenue soon, and keep momentum going. Which i feel we will get.

Don't be a blind fool.