Yes. Another one slithered back into the shadows(AHL Partners LLP). Even after 'Morgan Stanley Reiterates Underweight Rating on Ocado Group Plc. (OCDO:LN) (OCDGF)' assessment.
A steady set of announcements of CFC rollout both in US and elsewhere will help keep the positivity going I think. Maybe more expansion in the Auchan portfolio could be announced. They are active in a large number of countries.
In my estimation D1 and Gladstone have the most headroom. Breakeven prices for them are D1 804p, Gladstone 909p but they won't want to get anywhere near those prices. Especially as they have profits of £20M and £11M at the moment.