Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
....OCDO sales rise 37% for last qtr '20 /now 1.6% of the market vs 1.3% .we can argue about the OCDO's valuation but we have proved that our business model works and is the only profitable long term solution to online food retailing
some shocking stories of bad turkeys from tesco sainsbury lydll .lets hope our standards have been met .infact some people have had a ruined xmas by relying on inferior digital systems operated by our competitors .i had to laugh at the story of a man ordering sprouts who ended up with 1 sprout (3p) instead of 1 bag / and 6kg of carrots when he just wanted 6 carrots .should be too hard to find new customers when we expand capacity bext year
well i understand your arguement about developing supermarket car parks...we've just had Costa's built on 2 local Morrisons but both Morrison shops are suffering from Lidl's and the move to internet shopping .i'm saying that say 10 years from now many supermarkets will have to be demolished because they are too damn big and better use could be made of these sites....housing for eg.
there isn't a supermarket in London that Tesco would keep if they could get planning permision for an added value project .the same for pubs /petrol stations etc .they are worth more dead than alive
my advice to you is find a dark room and lie down till the feeling to buy more shares in STOB wears off
The stockmarket is the greatest discounting mechanism that we have .The closing price reflects the risks and rewards of owning Ocdo .Only time will tell ,but if this was a very serious risk the share price would be much lower than this
the deal with Kroger is an exclusive deal for the US market .They had a good deal then and bought shares @ £8 circa . Hence a takeover is unlikely IMHO .M&S also had a very good deal but the world is in a different place now ...lucky M&S i should say
You couldn't buy a better script for internet food internet shopping......demand will keep very strong for a long time out .We are currently valued the same as TSCO. The market sees capital destruction coming to the old fashioned bricks and mortor model /only a question of time before something has to give....