Member Info for modsto123

Neil i read it as M&S saying that the push to online trading was turning thing around ... a big success

Thanks for posting Neil...the article just shows that customers who moved to internet food shopping during the Covid scare are proving to be sticky and in no rush to go back to their old shopping habits .Sales up 44% since 2019 but down 0.7% in the 4 weeks to aug 8th is very promising

.....but Neil doesn't say OCDO is up 52% in since12/08/19 . He's being selective in the stats he publishes .

Just to add ..online gives you something extra over going for the big shop....time (the most important thing you have)

But the thing that online gives me the most is More Time .

ftse 100/ftse250 down 1.8% as i write...

i know we are concerned here about the markets reaction to OCDO's problems but 'What a mess' seems an appropiate title for our 'freedom Day' and this damn pinging of so many workers telling the healthy to isolate .T Blair is saying today we're heading for 10m isolating .OMG OCDO's fire seems to be the least of an investors problems at the moment .

.....then thank god no one was hurt/it could have been a lot worse (limited operational damage) .As i read it precautions that we have taken from previous experience did actually work .Nevertheless it's disappointing to say the least

jimmy will be happy when he comes back from golfing.....perhaps this is the answer ....Jimmy goes golfing every day

there is an index EQM Online Retail which has Ocado as one of its 51 holdings . Hanetf have a fund that follows this index PBUY and for most investors it's the way to do this sector .there's no stamp duty and costs very little in management . It spreads risk...

Sophie Lund- Yates says whilst progress to date can't be knocked , OCDO has to find a way of stepping up a gear if it is to capture a bigger slice of the market..Speed of scaling up is the challenge that the market has about OCDO

investors seem to think there's money to be made in the supermarkets ....and to be fair when you see what MRW is worth now it must be a cert that TSCO /SBRY will go much higher .But like most people here i thnk OCDO is a long term bet .My biggest worry is our young people would prefer to sit on their butts and have some crap takeaway meal delivered to their door rather than do a bit of cooking

.....mid day when sellers arrived .

Re cleanliness (or lack of ) of our cash .90% of US currency has traces of cocaine on it .They used to say peanuts on pub bars (when i was young )was laced with urine

the agreed takeover for MRW just reminds us of just how much the discount to true value there can be is the share price The new owners will strip out the freehold property that MRW owns for a start ,maybe £3.5 b . MRW will be leeched to death

I hold OCDO ...but remember this . Money invested in a small number of conviction shares in the way to get rich quick but diversification is the best way to make sure you don't get poor

Just too much 'hot money' in OCDO....

we can be sure though that MRW shareholders are going to make a bit on monday ....only a question of time for SBRY too .UK's supermarket sector is going private....will this matter to OCDO ?

well Neil , neither you , me or anybody knows the future movement of OCDO

share price.....you're either a long term holder or you're a short term trader ....so stop winding people up

yet another part of business that is moving increasingly online and AUTO is saying that it's good for them . I too needed a car in Feb and bought online via Autotrader and was pleased with the experience . AUTO is a hold for me

.....makes a good point about his plan of being a long holder of OCDO .Nobody can predict the short term with shares and if your time horizon is just months then you are a trader and as such , the LSE platform is full of ramping and deramping to suit the needs of the position they have taken .Much of the waffle they talk is just noise and you shoudn't let it rattle you