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Good observation Boyo thanks for sharing useful information. Holding 60% long and trade 40% to make up for lack of divi's and interest, sold 40% at 3.90 and looking to buy back in when it goes lower. Its a bit more tricky to judge now, so chancing it really, buy aren't we all. Every module 100m is a profit of 3.5m to 4m to Ocado, potential is there but must do better abroad. Things to look forward to lower interest rates, oil going down and switching to electric, getting inflation under control and getting rid of Hatfield, may send them an email on this as never seen a statement regarding closure.

No they are not as this is not an Ocado CFC, its a giant MS warehouse, they have opened up new stores and are rapidly expanding accross the UK. They have obviously taken Ocado into consideration though.

That must be the reason why Ocado are setting up in Nottingham, thats about 50 miles North on the M1.

That is correct chilting. PIs that borrow shares often with brokers that auto sell above a certain price, the PI has no choice they sell incase PIs cannot cover losses. I do expect the price to fall back a bit but testing levels we have not seen for a long time, shorters follow momentum and its costing them everyday.

Expected interest rate reduction may be helping sp this morning.

MMs have to create an environment where shares dont go up everyday, so sometimes goes down and some panic sell and others pick up bargains. Expected shorts to pick up, at these prices anyway.

Might be the Peel Hunt rating Friday £7.50 playing catch up.

Lets not forget Oct 24 the sp was £4.28 and in four months went to £6.32, were not far off October!

You pay inflation whatever suoermarket you go to, not a lot of people realise that Ocado have their own cheaper branded foods and is very good, been a customer since they started up.

Once the new hub in Nottingham is built even more orders to come on top of the extra 63,000 orders per week generated since this time last year. Lets hope Ocado can replicate this for our partners.

One thing we all need is food, even in a recession. Ocado need to continue to work with the under performing CFCs and make them viable. I expect the SP to drift between now and the next update so will top up in a few months. Lets not forget the contracts they already have are HUGE, they will win more contracts or add more CFCs for existing partners, but at a slower pace. This is a long term hold for me, one day that report will be cash positive and things will never be the same again, FTSE 100 here we come!

Https://youtu.be/ZfySGETDq_s?si=6tgORA3ObpJeuF9s

Imagine the rise if this gets back to the FTSE 100 in a few years

Yep Quantas tried to warn, 6% of shares are short and Ocado is the 5th most shorted share. This will not personally hurt you if you are one of the big institutions but if a PI its a disaster. The results are there and speak for themselves, will they ever go under £2.50 again?

Https://bmmagazine.co.uk/news/ocado-rachel-reeves-tax-rise-food-inflation-2025/

Imagine trying to acuire GKN today, esp with the tarrif trade war. Analysts say UK stocks should now out perform those in Europe, now hailed as the Brexit dividend.

Shorters will be acquiring more shares at these prices but some PIs will be concerned as some posters expected a reversal in the sp, I should imagine there will be an orderly exit as usual. 2026 will be a defining year and shorts will be more high risk but Ocado need to deliver (excuse the pun).

Https://www.dailychhattisgarh.com/news/ocado-group-ocdo-shares-surge-over-3-5-signaling-renewed-investor-confidence/11031/

Correct Ocado are focusing on maximising performance at existing CFCs before committing to building new CFCs.

There are no new contracts on the horison, just a comment in FY25 we expect to sign new partners. Its time to diversify and open physical stores where 99% of the shopping is carried out. The infrastructure is there including there own branded food, the stores can also educate shoppers about on-line shopping etc. Standing still is not the best way to proceed, grow your business and evolve, you have the knowledge and the know how... use it!