Member Info for modsto123

Ocado have today raised £600 m today via convertible loan stock coupon .875% . easy peasy when you know what you're doing

agree with your sentiments Treacle but a longer timeline I would suggest

LoveMusic /bondholders will have the chance to convert their bonds into shares @say £17.93 at certain times in the future .they would only do that if the shares were trading say @£20 .if the shares don't go up then bondholders would carry on holding the bonds and taking the interest paid .usually bond holders convert at the last possible date available

shore capital with a gloomy take on OCDO .full article on sharecast.com . mind you they're always gloomy but they have a point about raising with what in effect will be equity so soon after pocketing a lot of wedge from M&S .they say we should be able to self finance ourselves more at this stage . we are marmite i'm afraid

well the premium for conversion is a hefty 40/45% .assuming the shares get there that's more dilution . one day OCDO is going to make a lot of money .until it does this is how we raise capital . we've got hold of a tiger's tail here

in fairness berenberg said hold but reduced their target price for SXX to £8.76 from £13.25 (25 th nov) .you would be hissed off if you'd followed their advice 3 days ago . I've had OCDO since £3 days and they're always shorted but do indeed climb a wall of worry and doubt .you lose money if you bet against SXX

buy and raises target price to £17 up from old target price £13.25 (29th nov) .

the Japanese are a really smart people who really do proper diligence before they do business .this deal assures me that what we do is really best in class .i'm betting that the way we buy food is changing hence OCDO is a solid hold for me .my other big bet is Takeaway.com N.V. , because once again the consumer is changing the way it buys food .

.....in Bristol .although smaller in size it will be as not far off as productive as other CFC's ,going live in about 12 months .I think this shows just how fast technology is changing and I think OCDO is going to keep leading the charge .it's a hold for me

money page today .article on OCDO .relationship with Kroger seems fine /how we are competing with Uber Eat & Takeoff with astonishingly quick deliveries /Tatton Brown hints that we are going to get deals in S Korea,Japan/China . nothing to get nervous about IMHO

i think the issues of passenger numbers and frequent flyers perhaps facing some extra taxes are taking the edge off the business .nevertheless this is an exciting business with lots of opportunities to expand . a good response today and it's a solid hold for me

`CMA ,watchdog ,says it's given OCDO permission to no longer call itself a Grocer after its deal with M&S

it's a bad start to the trading day . this sell off isn't for any reason ….just a few jangly nerves .it's a hold for me

I hate seeing 'lower end of market exceptions'.....still I think £2.20'swill soon return

pleasant surprise today .UBS have had QQ. as a sell for months....glad i'm still in

Love You.....what a happy person you are !

molkys , nice to see you saying nice things about your neck of the world .had a great holiday around Barnard Castle ….County Durham ….a great place to tour.

live inhope71. so 12k of local investors are buoyed by SXX in Scarborough .savings wrecked /hopes dashed / then told it's all their own fault for taking incorrect advice. taken for hicks I would say

just listening to Jim Glickenhaus being interviewed on Bloomberg talking about SXX (Aug 2011) .talked about the millions of shares he owned in SXX that had the potential to go from a 10 cents share to over $4 .he qualified his statement with 'Not for widows and orphans '.if only we'd listened !

bought 676 k....all or nothing......just what people say in the co op when handing over their last £20 on a Saturday buying lottery tickets .