Member Info for Maximillian

A simple question for you Boyo, why, when you have no skin in the game, do you post your personal analysis here almost every day?

I'm sure you'll get plenty of answers to that question tomorrow from the usual commenters. OCDO will continue to be volatile as it's a trader's share until such times it generates substantial profits which looks to be 2026. Good price to invest long term? Don't know, have 2 tranches which I'll probably trade though I usually leave one alone where I'm hoping for a substantially higher price in a year's time.

Back to the shadows for me now. GLA.

Thanks for your research and latest info Anton, much appreciated.

Https://flippa.com/blog/why-ecommerce-is-safe-from-a-recession/

Not seeing any significant change?

https://shorttracker.co.uk/company/GB00B3MBS747/

Https://www.bnnbloomberg.ca/investing/2024/08/01/ocados-bond-sale-comes-at-hefty-cost/

“The company has flagged that it will be cash flow generative from the second half of 2026. As I understand it is inclusive of any increase in interest costs,” said James Lockyer, an analyst at Peel Hunt. "

Negatives in there too but I'm taking that as the major point.

Ocado Retail and UK Refill Coalition launch phased refill scheme for rice, pasta, detergent, and fabric conditioner bought online

Ocado Retail has today staked a claim to be the "first major supermarket" in the UK to pilot a reusable packaging scheme specially targeted at shoppers buying everyday items such as paste, rice, and laundry detergent online.

https://www.businessgreen.com/news/4344521/ocado-major-supermarket-pilot-online-reusable-packaging-scheme

Https://www.investopedia.com/articles/investing/123115/4-reasons-why-investors-buybacks.asp

Looks good to me

it does short though...

https://*********************/shortinteresttracker

"Clean sweep" at the top of Travis Perkins, General Election done and Labour in with a promise of house building drive. Great conditions for a recovery here. If we have further interest rate cuts and a decrease in the cost of living I see a big bouce back up here over the next couple of years. GLA.

"newly shaped executive leadership team is set to propel the transformation of the group and drive robust shareholder returns. Mr Redfern said: "My initial focus will be on implementing and adding to the actions already under way to improve operational execution and increase the focus on efficiency and cash generation, whilst also starting to develop the group's strategy for the years ahead."

Travis Perkins has been dealt a heavy blow by the downturn in UK housebuilding, coupled with a dip in demand for home improvements and repairs. The company disclosed in March that its annual pre-tax profits had plummeted to £70million in 2023, down from £245million in 2022, and hinted at another tough year on the horizon.

Earlier this year, Travis Perkins had cautioned that a meaningful recovery in the UK construction sector was unlikely before the General Election."

https://www.mirror.co.uk/money/travis-perkins-appoints-ex-taylor-33207706

This one needs a free site registration but has figures market expects so worth the couple of minutes registration.

https://www.retail-week.com/grocery/what-to-look-out-for-in-ocados-interim-results-amid-its-dispute-with-mands/7046623.article

https://www.proactiveinvestors.co.uk/companies/news/1051784/ocado-needs-good-news-in-next-week-s-update-1051784.html

Yes Max, and another 3.5% today, well done lad.

2 days old but proof the tech side of the business is still expanding, news released on the 8th July pushed the price back above the triple bottom level 334ish which it dropped below 20th June on the Sobey's news.

https://www.ocadogroup.com/media/newsroom/aeon-announces-new-cfc/

That along with being the fastest growing UK supermarket are 2 good solid plus positive news items. That said, we've had 7 positive daily trading sessions in a row, I wouldn't be surprised by a pull back day or 2. Results on 16th.

As the 3rd most shorted UK share https://shorttracker.co.uk/ it's obviously a high risk investment or trade and the II's can push it up or down as they see fit. They will also be long here and profiting from the rise, it's not likely to be PI's driving this. As all stocks are essentially sentiment driven until results verify sentiment, it's good to sentiment here has turned at least in the short term.

GLA, long or short, good to read all views and opinions. I don't short myself as it's too risky, Institutional shorts will turn on a dime leaving Retail shorts holding the baby.

In from 818 on 8th July with Labour in and the house building pledge. Hoping for a turnaround in TP. Today was the biggest daily rise since October 2023 and on high volume, seems to be driven by new CEO appointment news, market likes stability.

https://www.constructionenquirer.com/2024/07/10/ex-taylor-wimpey-chief-to-head-travis-perkins/

Cheers for the info guys

Hey 1pencil, what are the implications of this for a simpleton like myself? Not familiar with how the big hedgies work.

3rd and final. GLA

"The best share to buy isn’t always a red hot momentum stock. Typically, I favour last year’s losers over the big winners. They’re usually cheap, have higher yields and bags of comeback potential. The potential rewards are high, but so are the risks.

With that in mind, I’ve been loading up on the single biggest FTSE 100 loser so far in 2024. Was this wise?

Shares in international luxury fashion chain Burberry Group (LSE: BRBY) are down 36.51% year date. Over 12 months, they’ve crashed a thumping 56.28%. "

https://www.fool.co.uk/2024/07/07/is-this-years-biggest-ftse-100-loser-the-very-best-share-to-buy-today/https://www.fool.co.uk/2024/07/07/is-this-years-biggest-ftse-100-loser-the-very-best-share-to-buy-today/

Redefine Meat this week launched its plant-based alternative to flank steak into Ocado, the first major UK retailer to take it up.

The new listing marks the first time a plant-based alternative to flank steak would be available for consumers to buy and cook at home in the UK. It follows the success of the award-winning Redefine Flank within food service outlets in more than nine countries amid widespread acceptance from meat-lovers, vegetarians and vegans alike.

The ‘new meat’ is now available for purchase in Ocado and in Switzerland via Coop. This will be followed shortly in the Netherlands via Jumbo, Albert Heijn and Crisp with Germany and Italy are also set to adopt it.

https://www.jewishnews.co.uk/ocado-stocks-israeli-companys-plant-based-meat-steaks-in-uk-first/

39 posts, every one of which you talk down Ocado, a share you purport to be long in and down 85%. It's always been obvious you are not long here at all, you never were. Zero credibility. Toodle pip old chap, Filtered.