Member Info for modsto123

It's stock rotation for now Gioviano .painful day for me too....OCDO/LSE/RB./JUST EAT (JET) all looking very red after a good run .

good find volcano . 4 weeks to may 16th...….online share of the grocery market was 13% up from 7%/and that was up 10% from april figure .that's impressive!

.....targets £10.88 and says underperform .Brokers are all over the place on OCDO (they always have been) . only the brave bet against OCDO in the longer term .

the news flow improves re. covid 19 .perhaps we can resume some trading quicker than we thought .

well TSCO are the market leader in food online delivery but they don't make money from it and cannibalize their bricks and mortar supermarkets .we do make money because we have the most efficient model .TSCO/MRW/SBRY /ASDA all have legacy issues..ie too many big supermarkets .to have invested in the supermarket sector this past decade has been a loser and I can't see it changing any time soon

good point graking …..you may have China in mind (the yanks have had enough of their games too) .i'm pretty sure though that OCDO have all their patents in place .

OCDO welcomes competitors into the online food delivery business because it establishes the market and helps it grow . .if we are doing it right (and better) then we have nothing to fear and everything to gain from the sector we choose to compete in .it's called capitalism.

the government in china is really getting on my nerves .the latest being pushing Hong Kong around......investing today is really climbing a wall of worry

easy jet takes to the sky again june 15th /domestic & france .i'll take that for starters

ik we can get Korea on board that would be a real coup .these people are probably the most switched on people in the world

OCDO will gain valuable experience with this clothes online delivery venture with M&S venture .OCDO....always thinking!

...thank god for Experian....one less thing to worry about

shrewd Gioviano ,well done

that's good stuff Rocka . Covid 19 has accelerated the future and the past will fade from view a bit quicker .

…….and his s*h1t advice based on dodgy computer science has really caused some damage .if covid 19 is beginning to fizzle out then we should be able to bring forward flying /trains .

12 months ago we made an investment in Robo Chef start up Karakuri .with all this Covid 19 stuff going on this must be a promising business to be in as restaurants look to replace kitchen staff with AI .

ALDI teams up with Deliveroo in trialling home delivery from its Nottingham store .staff will put make up orders from its shop from a list of 150 items it is offering . so even Aldi feels it needs to be a part of the home delivery business . an admission that there is a growing demand for home delivery (but we do it better!)

poor old marks and sparks shareholders .touched for £1.85 in the rights issue to buy into Ocado retail......now @ 85 p and debt classed as junk .how many of our 'fallen angels ' are destined for the same fate .things seem to happen for Tim Steiner.....this Covid stuff is manner from heaven for OCDO(and me )

yes , and against a very challenging day!

nightboattocairo......HFG.DE is the name for Hello Fresh . DHER.DE is the name for Delivery Hero . these are on the german stock exchange . worth keeping an eye on but has already gone up quite a bit