Member Info for Nate_D

Recently appointed Nick de la Vega starts tomorrow as Ocado's first Chief Revenue Officer.

Let's prey he's got a few rabbits in his hat!

One of very few stocks that ended the week in the blue! Looking strong here, finally... Charts looking good too.

300p by Thursday, 400p eoy.

Https://www.tradingview.com/heatmap/stock/#%7B%22dataSource%22%3A%22AllUK%22%2C%22blockColor%22%3A%22change%22%2C%22blockSize%22%3A%22market_cap_basic%22%2C%22grouping%22%3A%22sector%22%2C%22activeGroup%22%3A%22Retail%20Trade%22%7D

Add to that; TSCO, SBRY, KGF, JD, BME, PETS, WIX, HFD, SMWH, THG, CARD...

RETAIL as a whole was a sea of red today. Big bounce incoming!

We are likely to see an acceleration in rollouts starting in FY26 (Financial Year 2026).

This is based on two key drivers:

* Financial Milestone: Ocado is on target to turn cash flow positive during FY26, which is crucial for funding faster expansion and reassuring new partners.

* Technology Maturity: The newest innovations ("Re:Imagined" bots and robotic picking) are now rolling out at scale to global partners, leading to significant productivity boosts (like the 50% throughput increase seen at Kroger's Detroit CFC), which makes the economics more compelling for future site commitments.

I'm so frustrated by the total absence of reaction to the Kroger bombshell. My gut instinct, based on everything that I am seeing is that Ocado technology should be flying. The pivot from a 'one size fits all' mahoosive CFC option to more appropriately sized, weighted, scoped solutions that are bespoke to differing markets seems to be the evolution that has been coming forever... So when exactly will we start to see this evolving technology roll out at pace?

The stagnation is just baffling to me. Come on Steiner, pull your finger out!

I second that Redemption 👍

Those that benefit from holes in regulation will always be one step ahead of any potential filling of that hole. Any benefit will be likely marginal, although welcome.

Thanks Darth, much appreciated 👍

Behind paywall unfortunately 😞

Why all the buys of 801 shares? There were 15+ in half an hour...

"deleting his account (due to humiliation largely by me)".

Congratulations, little man! Mummy must be so proud of you!

Turnarounds always take longer than ideal, this is no exception.

I'm wholly confident that ASOS are on the right track now and LTH will be rewarded accordingly. SP will be double this in twelve months from now, as a minimum.

"So Knowbody has to say anything about this sCandal?"

No. The rest of humanity has better things to do. You need to get a life!

Full article:

https://news.sky.com/story/ocado-hires-atos-executive-to-deliver-partnerships-boost-13450067

Https://www.linkedin.com/in/nick-de-la-vega-aab8651?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Any technical analysts here? Looking at the monthly chart, are we at the neckline of an inverse head and shoulders? If so, possible pullback to circa £1.00?

Would be interested in other views....

Https://invst.ly/1ciu--

Https://invst.ly/1ciuzp

Https://invst.ly/1ciuyj

Daily chart showing bullish sentiment.

I'm expecting a really good week here 🐂