Member Info for mapper99

Looks like all are underwater now.

VP? Probably a bit busy at the moment.

OCDO officially 69th in FTSE now.

Seems to have gone into melt down

Lots of 469 and 485 trades going through today. I wonder if this is D1 Capital to buy back all the shares back they borrowed.

I have been looking at the data from Kroger's 2022 Report. It suggests that there were $17.5B of online sales last year. That suggests there may be over $20B this year. I am working on the principle that OCDO gets at least 2.5% as a commission on all online sales. Given their announcement that they have reduced direct operational costs to 1.8% this year(and I suspect the cost in the US is below this average), that looks like at least a 0.7% profit on all Kroger online sales from now on. $200M at least and likely to double over the next year or so once all the current CFCs are built.

Just my thoughts

DYOR

Mapper

Casapinos

I know Blackrock have a long position of about 5% but not sure how many of the others do. Tahnks for the info

Chilting

That's the site I use to compile my spreadsheets. Thanks

Mapper

Casapinos

Thank you for your kind offer, but I already have a spreadsheet for each major short.

However what I don't have are the actual prices that each sold or rebought the shares. Or even what how often they bought and sold shares between publicly declaring their short holding.

I assume that they will rebuy and then resell the shares they borrowed a number of time before they finally reduce their positions. But the public data does give a good indication of their success in shorting.

And obviously there are plenty of short positions under the 0.5% figure which are not required to declare publicly.

D1 are definitely going big on their short. Suggests they are convinced OCDO is over priced. I thought short positions take 2 days to be published? D1 declaration was yesterday. Curious

Just seen 67K of transaction @607 I presume delayed buys reported by shorts earlier this morning. Can't wait to see

At risk of going underwater is Gladstone. They have a breakeven price of 638. After that there are only 3 positive shorts left. Lets see what the next few days show.

DYOR

Mapper

Well done Rick. I hope you took a nice little profit. Good luck with CLON.

Mapper

Last time it was here LSE and Rick both sold out apparently. Did either of you buy back in at 550p?

Curious. Phoenix Holdings is the stock just above OCDO in FTSE 100. Any relation Phoenixy?

D1 Increased short on Friday. Bad move from them. Already 10% down on those borrowed shares. Roll on the 18th

Quantum

Welcome to this board. Are you suggesting that OCDO is a volatile share. Never

LOL

Maybe a bit of FOMO?

LOL

Or maybe the shorters trying to close. Who knows

Have a good weekend everyone.

Mapper

Just seems to have gone positive. OCDO following suit

US Tech Futures are starting to recover. US Tech has a big effect on OCDO

Big reduction in AHL's Short position reported from Wednesday. Expect further reductions from other shorters reported over the next few days. D1 most likely