Member Info for MKS123

Https://www.theguardian.com/technology/2025/may/07/amazon-makes-fundamental-leap-forward-in-robotics-with-device-having-sense-of-touch

Any recommended comparison article between Ocado's latest tech v Vulcan?

Https://www.xrtoday.com/augmented-reality/metas-xr-strategy-dominating-the-smart-glasses-market-in-the-age-of-ai-and-augmented-reality/

I see a lot of EXR talk about Quest headsets. Less so about glasses although I don't see why the software wouldn't equally apply.

If so, when? Nothing in financial calendar but I see there is one normally.

From Jan 6th: "The Company expects to publish its financial results for the year ending 31 December 2024 in May 2025."

Whilst not the focus of this expected update, I'd be looking out for hints as to how 2025+ is going. With Quest and the new education offering released, I'd like to see significant sales in 2025. Not to mention changes in education in the US, which EXR is exposed to through Inspire etc

Https://markets.ft.com/data/announce/detail?dockey=600-202504301605PR_NEWS_USPRX____SF75151-1

Future spend on AI and their glasses are mentioned.

Ocado Group PLC took the spot for fastest growing retailer - a position it has maintained for almost a year - as it sales advanced 12% to GBP687 million from GBP615 million. The firm now owns 1.9% of the market, up from 1.8%.

The tariff impact I feel will come from a slowdown in rolling out headsets, built in China/Taiwan, and shipped to the US. Since newer headsets are relatively low cost, I feel tariffs will impact the likes of RR and other large ticket companies more than Engage. The EU tariff rate doesn't help but I don't even know how this impacts a software company like Engage. Could they just move some servers to the US and open a virtual office there?

If today's papers are to be believed, food (and energy plus other "defensive" stocks) will do better than most.

Only thing I saw was progress in South Korea. It was good news but still wouldn't expect that alone to keep this up against the macro environment.

I would say the Tech v people argument comes into play when inflation and min wage etc. rise - plus any whiff of interest rates coming down to avoid slowdown/recession etc is good news for Ocado

In a horrible week for the markets in general because of tariffs etc, I'm pleasantly surprised on this one. Is there something going on in the background? I'm a LTH expecting a recovery but not this week.

Lots of info put into an official RNS that was shared via LinkedIn previously alongside another expo: "ENGAGE XR has been invited to the summit by Meta and will feature at its booth".

All very positive. I think markets are focusing more on tariffs than AIM today albeit for LTH, this is a massive step in the right direction. I'm hoping for these expo attendances in 2025 to translate to increased sales

Https://www.xrtoday.com/mixed-reality/big-xr-news-from-meta-anduril-varjo-samsung/

Meta is experiencing another significant month as the XR sector expands with new competitors like AndroidXR and Samsung’s Moohan entering the immersive tech race. The company, known for its innovative Quest products, is focused on maintaining its foothold in this lucrative market as the XR industry continues to evolve.

Earlier this year, spending on XR reached around $100 billion, and Meta has since allocated an additional $50 million to rejuvenate the Metaverse. CEO Mark Zuckerberg aims to sustain the company’s dominant position, but challenges lie ahead as Meta also expands into other areas such as AI and social media.

March has been a crucial month for Meta as the company prepares for an active Connect 2025. Among the significant developments was the introduction of developer passthrough access for Meta Quest, which provides greater control to the platform’s creator community. This update comes in response to rising demand, particularly as competitors begin offering similar access on their XR headsets.

LinkedIn and the news section of their website. I wouldn't like to publish RNSs for the sake of it but it would be good to get a reason for a RNS. I'm foggy on what merits a RNS versus social media post

"JPM also pointed that Ocado's margins are improving quickly in both the retail and solutions segments, driving positive free cash flow generation by the end of 2026, which should allow the company to refinance about £500m in convertible bonds in 2025/26."

As reported today in the Guardian, food inflation expected to go up. Interest rate fall in May increasingly likely. Good news day for Ocado.

True. But as a LTH of most shares I do find macro-level events interesting that might impact a company's market.

Post about US politics regarding education or impacting the people connected to OptimaEd etc can help shape a view on Engage. Nothing would beat a direct RNS but still

Https://www.xrtoday.com/tv/xr/lg-ends-meta-xr-venture-to-focus-on-core-products-and-rd/

Interesting that Meta went another way with Quest rather than expensive headsets in the end. Meta still have over 70% of the market so a good inroad for Engage

Https://www.bbc.co.uk/news/articles/c07zpmzxln1o

Possible opportunities for Engage in the change

Https://engagevr.io/reimagining-remote-collaboration-with-engage-4-0-the-ultimate-interactive-whiteboard-replacement/

Https://www.xrtoday.com/virtual-reality/immersive-learning-case-studies-xr-training-success-stories/

Standford works with Engage