Member Info for Manofleisure

I expect a short term hit due to the pull out from Russia and releasing the strategic reserve ..

Tap on the share trades icon above and all will become clear

Hello Retirement-plan
My advice is sell and buy an energy investment trust preferably at a discount to the NAV and well diversified both geographically and type of energy.

The budget looked favourable to Diageo so I expected a pop .. maybe tomorrow

Before the litigation Nano was partnering with 13 OEMs in display . Did they all decide against using our dots or are they using knock off nanodots .
Vertical farming was/is all the rage and our dots were reported as the best and cheapest lighting /heating in this area .. yet no sales .Is Nano just a research outfit unable to bring products to market ?

The prospectus is available on their website :

https://www.polarcapitalglobalfinancialstrust.com/srp/lit/NpozJA/Subscription-Share-Prospectus_Polar-Capital-Global-Financials-Trust-plc_12-05-2021.pdf

TheThinker
You might have a different experience if you looked
On your stock as an investment rather that trading . It’s a great company with dozens of household names sold all over the world .we are just coming out of a lockdown which will result in a huge increase in socialising and resulting in increased sales . As long as there’s no boardroom shenanigans this is one for your pension.

The reduction in tariffs imposed by the US on the EU specifically on Scotch whiskey should help .. by. how much is anybody’s guess

Hawi , what you say is true up to a point .You ignore the role of the institutions who make a market in the shares who buy the shares even if no buying investor is bidding . These MMs are not buying for their own account but temporarily hold them and adjust the price until they find a buyer.

Value play : I must have missed the RNS on the purchase of the robotics company with the many billion $ clothing clients .. when was that ?

The technology developed by Ocado seems to be best in class and the international implementation and acceptance by leading grocers bears that out . However I don’t think they are making the best use of their technology. Groceries seem to me the most difficult products to handle .. imagine how much easier it would be picking and distributing car parts or items of clothing or building materials. I think the future would be brighter if they diversified more concentrating on deploying the technology under licence , providing consultancy and support services . To finance this expansion they should sell off their part ownership of the M&S partnership.

Re Lse2000 shorters are an essential part of the market. Carry on . I’ll worry if you can short 5% otherwise no problem

Once you filter Niel then this forum makes sense

I wish Ocado would sell out of running supermarkets and focus on licensing their technology and providing consultancy .

Looks like SoftBank has been manipulating the tech market by buying $4billion of stock options in Tesla Apple Microsoft and others .

Deliveries to pharmacies and drug stores would be my guess ...

Hi Wooddarr the target price from an analyst usually means the price they think it will reach within a year .. irrespective of whether the current SP exceeds that forecast. What’s noteworthy is whether the new forecast is higher than their old forecast or lower.

Hi Valueplay The biggest risk I see is the paucity of leaders in the UK with the vision /drive to create a worldwide leader . I’ve seen this before where CRM and Siebel became world leaders even though companies in the Uk (Digital) had developed solutions years before . Digital had even an internet search engine (AV) years before Google . So either Ocado drives ahead or gets taken out by the more ambitious Americans.

I invest in Ocado because it’s a cutting edge technology play not for its current food delivery projects. I watched SAP and Oracle build their solutions over years with cooperative companies . Ocado is now perfecting its lights out robot driven storage and delivery solutions which it can deliver worldwide for multiple product groups . Looking forward 5 years I see it as a solutions company with billions in consultancy and license fees with a $100 bn market value .

Just took out the all time high of £20 . Now to close the gap with the NAV £27 . Great company through
Good times and bad it delivers.