Member Info for Maximillian

I jumped out in the 480s and the bus drove off without me. Middle East peace certainly can't do the stock price any harm. The permanently poop UK weather means more people want to get away for winter breaks. Good luck EZJ-rs.

Oh dear King, your bitterness shines through. Stop blubbing, the 295 bus still might arrive, it's Ocado after all.

Today I will be trading my tranches,

Like cows on ranches.

@King5hott, LOL, you're deluded if you think the announcement of a new CFC wouldn't propel the stock to past a bare minimum of 400, probably closer to 450-500. That makes it something other than just a buy and long hold, that makes it a great long trade from here. I've successfully traded it long many times in the last couple of years, my SIPP tranche is now free. I expect my recent trading tranches to all be in profit within months, 1 of the 3 trading tranches already is.

It's hardly a straightforward short VP, when it had a circa 60% rise from it's 27th June low of 277 to its 27th July high of 453, subsequent fall to 316 on 12th September, rise to 411 19th October so circa 30% rise. With the falls in between this makes it currently a trading share for the large fund holders. We may well be onto the next big rise now, maybe not but it's probable it's close IMO. Going short for 2.5 years and missing the rises isn't good trading if you hold the short and don't sell at or near the bottom. Going long via SIPPS and ISAs is rent free. If you believe the rises are bubbles, close your short at the bottom, go long, and open a short again at the top of the bubble.

Ultimately you either believe Ocado will build further CFCs which I do, or you don't as you appear to believe. As I stated earlier, it seems highly improbable a Japanese company the size of AEON would have just commenced building a 2nd CFC, the Japanese are well known for their business efficiency.

Of course there are negatives, I'll leave you to repeat them ad nauseam, why would I bother, I have faith in the company.

Good luck with your short

Long live Ocado

Peace out

Kroger paused as it's in a massive M&A process and review. AEON in Japan started the build of their second CFC in September. I doubt AEON would have commenced construction without doing their due diligence and are confident in the future of Ocado. It's not hard to understand, there's no dark mystery, the stock is traded heavily by the large funds who have the ability to move it up and down, hence the large swings. Risk / reward ratio at the low end of the swing now firmly in favour of a long position. Copy and paste your own comments on here, they're the same as they were a year ago, nothing new to add, missed out on the last 25% upswing long. Any new CFC announcement and this takes off leaving the retail shorts in the dust, funds are hedging, they know what they're doing, different kettle of fish altogether.

Yessssirrreebobbeee

Bargain

Over 20 years experience of retail and logistics in the UK

Our heritage as the UK’s largest pure-play online grocer through Ocado Retail LTD (now a 50:50 joint venture with M&S), and expertise in high-performing logistics and fulfilment through Ocado Logistics, has equipped us with technology innovation, expertise and operational know-how to enable our partners and customers to achieve scalability and success.

We continue to innovate and improve our solutions which are applicable beyond grocery

Our Ocado Re:Imagined innovations are seven technology solutions that raise the bar for operating and capital efficiency for our partners and opportunities in the automated storage and retrieval space. Our Ocado Re:Imagined initiatives are expected to increase UPH to over 300 and reduce the capital intensity of the solutions by c. 15%. This leap forward also means that our leading technology is now price competitive in markets beyond grocery; a serviceable opportunity we value at $130bn. We signed our first client, McKesson Canada, in 2023.

We are changing the way the world shops, for good

Retailers worldwide are looking for ways to reduce their carbon footprint, lower their energy usage and improve food waste management. As a facilitator of online grocery operations, Ocado Group has a key role in making this happen through our technology.

https://www.ocadogroup.com/investors/our-investment-case

Https://www.ocadogroup.com/investors/our-investment-case

Our core market is large and growing

Grocery retail is the largest retail market in the world and it offers vast opportunities.

The market has been gradually moving online since the mid-2000s, a trend accelerated during the Covid-19 pandemic when online penetration doubled in many regions. It’s now stabilised at a higher level than before the pandemic, and analysts forecast growth and increased penetration of the overall grocery market. For long-term success in this channel, retailers worldwide must continue developing their online offerings."

Our current partnerships provide a runway for growth

We have 13 partners across who represent more than £300bn in annual sales.

Together, these partners have announced CFCs, equivalent to over >£20bn in annual sales at capacity through the OSP platform. As partners scale, the multiplier we achieve on innovation grows with them, and learnings enabled by our partnership community expand. This further accelerates our virtuous cycle of growth, investment and innovation.

OSP is a market-leading online fulfilment solution

The Ocado Smart Platform is a flexible platform offering a leading customer proposition and attractive economics for partners. Our proprietary technology is battle-tested and protected by over 2,600 patents filed or granted.

We enable solutions across the whole spectrum from In-Store Fulfilment to Dark Stores and Automated Warehouses of varied sizes, to adapt to the needs of individual partners and their markets, in order to drive the best possible results.

If yesterday wasn't the bounce it will be soon. When a new CFC is announced the final piece of the jigsaw will be in place, at that point this will take off faster than a Space X rocket. Happy to be in here in the long term SIPP ready for that day. Additional trading tranches added to ISA's. Limit orders in place downstream for any more big fund trading shenanigans.

Global indexes sea of red apart from about 2 of 30, the 2 blues are volatility indexes.

You don't need to be a chartist to see the rise and close above 150 is a breakout from the 130-150 range this has been in since June. Significant. Let's see if it holds and if so what the next range will be.

On the other matter....

Use the filter, the only reason this is happening is because of engagement, it's been said time and time again but some people have gone down the rabbit hole on this. If you truly want to fix the problem here, use the filter. If you want to scroll through post upon post of the nonsense, engage.

It's that simple, don't squeeze the pimple.

"Global oil demand continues to surprise on the upside, BP Plc (NYSE:BP) Chief Executive Murray Auchincloss told the Energy Intelligence forum in London on Monday, saying that oil demand kept rising on average by more or less 1% each year, with BP predicting robust oil consumption for the next 5-10 years.

Commodity analysts at Standard Chartered have reported that global oil demand hit an all-time high of 103.79 million barrels per day (mb/d) in August, marking the third successive month in which a new all-time demand high has been set. According to StanChart, global oil demand growth clocked in at a healthy 1.32 mb/d in August. Well, it appears that oil markets are poised to finish the year on a bullish note."

https://oilprice.com/Latest-Energy-News/World-News/BP-CEO-Global-Oil-Demand-Keeps-Exceeding-Expectations.html

@Jakers

The line regarding character assassination wasn't aimed at you, though reading back I can see it looks that way so I'm sorry that the way I wrote the post implied it was you.

"EasyJet flying higher

Johan Lundgren will release his last set of results as EasyJet CEO before being replaced by chief financial officer, Kenton Jarvis, in January. The figures are likely to show pre-tax profit up to £595 million from £455m a year ago.

The details behind the headline should be informative, especially as they may help to shape 2025, when the consensus profit forecast is currently £692m, say analysts at AJ Bell.

EasyJet is primed to take delivery of 16 Airbus aircraft in 2024 and then 9, 25 and 34 in 2025, 2026 and 2027, so any discussion of Airbus’ supply chain issues and whether they will affect this delivery schedule will be worthy of note.

After a five year hiatus, the company returned to the dividend list with a payment of 4.5p a share alongside its September 2023 results. For the year just ended, analysts are expecting 12p a share, with a further increase to 14.8p for the year to September 2025."

https://dailybusinessgroup.co.uk/2024/11/iomart-updates-on-atech-deal-easyjet-flying-higher/

Until the days get longer.

BP over 400 before Christmas, somewhere between the 40th and 43rd floors of the BP elevator.

Otherwise it's no prezzies for any of the family.

*Hoping like many before me, since Feb 23

That the bottom is in.

10/09/24 and 13/11/24 look good for the base points for a TA "double bottom".

Who knows though.

Whilst happy with my investment would be tempted to add sub 600 in the event of some wider market fall. Not seeing that or wishing it though. Maybe the effects of China stimulus will start kicking in after Christmas. They're not going to give up, further stimuli may come.

Kling on repelled.

Over big blue line, price goes up. Bounces off big blue line, price goes down. ( In the short term ).

Not that hard.

Better to invest some time learning basics than writing massive character assassinations.

If you're not buying or selling charts have no interest to you.

Walk on by.

Nice day out there after yesterday. The arena for battle opens in just under 16 hours. Armour should be dry by then.

Okay Eric, cheers.

I have difficulty comprehending how BT would still be managing data of national security when the landscape now consists of so many altnets. In the case of Fibrus which has a very high penetration in NI they are running their own physical fibre backbones, distribution points on BT poles and their own fibre from pole to house.

https://www.point-topic.com/post/fixed-broadband-subscriber-take-up-uk-q4-2022