Member Info for modsto123

well graking , i'm sure you're right about delivery charges are an issue to customers and i don't know the answer to this problem .but i think the Ocado experience is a lot better than the Amazon offer . when we launch with M&S ,providing we do it right i think we will have an the unparalleled offer .

agree Chilting , the media (esp BBC) are not grasping the real story here....the gradual move to internet food shopping . we (and Amazon) are doing it the right way . bricks and mortar operations are swimming against the tide on this one

yes , Gioviano . and another socialist sort of idea that will punish the more thrifty amongst us .the masses pay in more than they get out....the rich and the poor get more out than they pay in....

according to the Mail Sunak is looking into introducing a tax on online business's to help the high street compete .FFS ! this government is beginning to look socialist with its interventions in the free market

Just eat Takeaway/Delivery Hero/Hello Fresh all thumped as well as OCDO .They've all had a good run so profit taking is to be expected .

the government keeps helping the internet business .Not everybody is over the moon about shopping with a mask on...i know i'm not . Just reinforces our sort of business really

agree with the positive comments mabe by my fellow investors .Ocado Solutions profits have the potential to be the thin end of a very thick wedge .the thing is we have to be there first .the company i would compare us to is Tesla .Like us they are always criticised....'.share price too dear, others will catch them up etc .' Meanwhile they power on because they are way ahead of anybody else. that's where we are now way ahead in a vital but challenging market .first there takes the spoils .

thanks for that info Agent777......i'll be selling first thing tomorrow

Well done UpPlease..... did you sell or are you still here

for information TSCO peaked in oct 2007 @ £4.88...….12 years later £2.28 .

TSCO report online delivery slots expanded from 600 k to 1.3m .the market in which we choose to compete is growing and established now .this is going to cause problems for market leader TSCO. online for them is a costly business because it's done in an old fashioned way like my old grocer dad used to do it .as Rokka points out supermarkets are in the retreat cycle.

worrying day with the ftse100 hammered by covid-19 worries .we can't see the future but it's fair to say CV-19 story will rumble on for some time . Manna from Heaven for OCDO I should say .

We are not time travellers (to 14/06/20)

OCDO sales up 42% yr on yr (to16/06/21)…...1.7% market share)

careless parking/trolley damage/diamond ring scratches/watches scratches .I've had them all .another reason to shop online

as the epidemic fades and more normal life returns will new online customers stick with online food shopping ? I think most will . have they had a good experience ? certainly with OCDO /patchy elsewhere (they've tried their best god bless them ). but this cash raise is a sucker punch to our current share price but it will work through the system . still a solid hold for me .

Sydm is annoyed with himself ,hence the swearing ,for being so greedy . he's just a dreamer awoken to the mess he's in .

AAS is just having a moan for the sake of it .OCDO are doing their job by raising capital cheaply .in time this OCDO will make a lot of money but the future has to built first . I like SGRO too .they're reacting quickly to the changing demand out there .the future looks dire though for the property sector .traditional bricks and mortar (TSCO etc/retail malls etc are yesterday's business model

JET are a buy with target price raised from £80 to £98 .

hello Marky , it's an all share deal in which we have been generous to Grubhub to get them on board ,hence the share price fall .it's a good deal for us further out in a business which we need to be BIG .I shall continue to hold because of the growth that's coming