Huge infrastructure = huge profits later9 Aug 2024 09:01
Ocado have spent millions on infrastructure over the years because they know that their investment will repay us all massively as we move forward - this can only go one way over time and that is obviously going to upset the shorter here .
RE: Upsizing and pricing of High Yield Bond Offering2 Aug 2024 09:39
Ocado must be confident of the orders potentially coming down the track if they are prepared to take on debt with such favourable interest rates for the lender - Ocado management aren’t daft they are simply buying time until the infrastructure in place and being put in place comes to fruition, no lender is going to hand over financing unless they are also confident that this will result in building the empire that will pay all of us ery well - if we have the belief and patience to see it through to profitability modelled in 2026
Carrington- so true - Ocado have put so much infrastructure in place to provide long term prosperity for themselves and shareholders alike - very pleased they have facilitated the financial requirements needed to continue building the giant Ocado will become.