Member Info for modsto123

actually Neil a price target of £8.5 from Jeffries is quite encouraging

press reports that trade is booming (no surprise here) but that we are coping well with the business that M&S has bought in .

bad english .£1.8 per share

JL (Waitrose) owned 29% of OCDO in 2008 . They sold a big stake in the public offering in 2008 for £1.8 . the last 10% stake was sold for £152m .The reason they sold? To plug a pension deficit .As Dell Boy would say 'Rodney , you plonker !'

We also put seed investment into Karakuri the business that intends to robotise our commercial kitchens .

just checked we now own 70% of Jones Food Co .the market for vertical farming will be worth £15bn by 2026 .

...our investment in vertical urban farming . this is another new market which will revolutionize the salad market just ideal for robotics revolution

tesco hires 10000 pickers and 3000 drivers due to increase in customers shopping online . 16% of turnover is online up from 9% . it's good news for us (no shops) ...bad news for them (too many shops) .the really important point is that internet food shopping is here and it's going to keep growing . We own the future !

is neutral on OCDO but raises target price to £22.05 up from £12.50 .Keep up lads

...is neutral on OCDO

just read where subscribers to Amazon Prime will be able to have their morrisons grocery order delivered free and it's the full range available .the story is behind a paywall and i'm not paying for it . I think it's a good news story because it's really getting this market going .MRW is ok but we can meet and better their offering . any thoughts on the development would be welcome

Good post Rocka . just to add i read somewhere this week a report that said that internet food shopping would reach 50 % of the total market .

hello Neil , what are you saying.....that internet shopping is strong albeit traditional retailing were strong on reopening for the first week only. what a pity you were so negative about OCDO the shares are well up since you told us to sell

new price target £140....WOW !

it is expanding to more than 100 US cities using Uber /Deliveroo .internet food shopping is getting legs (very rapidly) in the rush to dominate the US .Amazon are fired up too .This is all good news for us with our Kroger partnership .the thing is we doing the business right whilst Walmart is light years away in terms of viability .This is one of those rare moments when competition is actually good for us because we are establishing a new market

.....Philip Dorgan once famously said that Ocado begins with O and ends with O . OCDO came to the market @ £1.8 and fell to about £1 ish and he told clients to sell down to 50p this was about 10 years ago. he'll never live it down!

Good point OWLS . LSE/Experian /Dechra to name a few . But some years ago i realized that the Dow/Nasdaq/S&P 500 were the trendsetters for all other markets and if that is where the action is that's where you have to be .

'swimming strongly against the tide' .Good point Valueplay .the ftse 100 is 20% down from its peak .Its been a value trap for 20 years now . so many sectors that have crushed investors....Banks /Oil/Retail/Supermarkets/Property/Travel/Leisure/Hospitality /Bookmakers and i could go on .

.....says Buy and raises target price from £17 to £24.9.

pehaps your line of thought should be ...'.if others are selling what do they know that i don't '