Member Info for modsto123

.....is now getting legs .morrisons say they are heading for £1bn internet shopping turnover by next spring . it's all good for OCADO . traditional bricks and mortar supermarkets will become a liability to shareholders as online steadily gains traction .

CHEATED.....keep up with events mate

surprised to see some strength here this morning ….assume our little deal with france shows a way out of this 14 day quarantine nightmare

impressive performance since 12 th march low of £57 and now trading at a new high .as takeaways ramp up production we should be ok .the disruptors in the food business are doing well.....JET.L /OCDO.L/HFG.DE (HELLO FRESH)

OCDO to underperform ,but price target raised to £7 from£6 …..

CB knows his stuff regarding supermarkets but he started analysing OCDO when he clearly knew nothing about technology .different skill set following technology sector .

some strong support just after 10 am . well done megla .if we can survive this terrible period we can recover .

we've had some really bad luck here .it was a good business . i'm still holding (for now) but looking elsewhere to be honest .who can see the future with air travel? warren buffett is bearish for sure but who knows ? this covid 19 might fizzle out quicker and a v shape recovery perhaps?

now trading above asset value but now at its highest price ever .brilliant!

ps. nice to see our cfc's delivered to our partners in france and Canada .

revenue growth impressive /scaled up to meet demand successfully /doubts about the strength of the consumer on the other side of the crisis (aren't we all ) /suspended guidance looking ahead (understandable) /robust cash position . my take....not sure how the markets will react today but pretty sure we're in a business with enormous potential

….but it's done us good .from 0 to 7% online grocery sales took 23 years , from 7% to10% took 23 days .

…..predicts 25.5% growth in online grocery retail up from a predicted 8% at the start of the year and this increase will stick even when restrictions are eased . interestingly older people have been the main driver in this surge .must be good news for OCDO

remarkable capital preservation here . amazing amounts of money lost in the market sectors like retail/banks/hospitality .thank god mr brodie's selection has been good (so far)

berenberg says OCDO is top pick ….target £17.25

he only 'sings when he's winning' . absent without leave when the **** hits the fan .

well I remember the '87 crash and it was very painful indeed . I lost 1/3 rd of my portfolio value …..we'd had a decent run up to the crash but it was a thump when it came .we were rescued by the fed which began a long cut in rates to where we are now ….going negative .next step is helicopter money or the issuing of credit cards loaded with money . we had Japan to learn from, we didn't , so now we suffer the same fate in and out of recession .

well , I used to have good health....then I bought SXX..... now my belly wobbles and I've shrunk 2 inches because of stress

you're right Chesh…..they would never have held this meeting in York

so.....where was everybody? I was expecting hundreds to turn up .just a bunch of keyboard warriors....