Member Info for onsolidground

Surely the best thing to do is wait for Aegeis to come back with an improved offer.

Companies making offers know they may well have to come back to the table for a second or third time.

The premium offered I actually thought wasn't that bad, so if it can be improved upon then all the better.

Popped you in the Filter bin Valueplay so no further responses.

Indeed oilheadgame

"Operational and strategic progress

? Technology Solutions: +25% growth in average live modules4 versus FY22 (up from 84 to 105); 111 live modules at the end of the year, three new live Customer Fulfilment Centres ("CFCs"); 26 sites live at the end of FY23 (22 CFCs, 4 Zooms). The 14 modules at Hatfield CFC and Leeds Zoom are included in the 111 live modules. Despite the ceasing of operations at these sites (with Hatfield capacity transferred to other CFCs, primarily Luton), they continue to generate OSP fees

? Partner Success programme expanded: supporting our partners' long-term growth and profitability. We are working with all of our partners operating live CFCs to help them fill their capacity and deliver attractive returns

? Re:Imagined technology rollout: certain Re:Imagined technologies became available for commercial use in FY23 and were deployed in the UK and Sweden

? Ocado Intelligent Automation ("OIA"): first OIA deal signed with McKesson in Canada; 6 River Systems LLC ("6RS") acquisition fully integrated

? Ocado Logistics: continued progress driving productivity and efficiencies in warehouse and delivery services for our UK partners

? Ocado Retail: continued strong customer retention and growth. Delivery of 'Perfect Execution' Programme resulted in strong trading performance and cost efficiencies in all areas of the business, delivering positive full-year adjusted EBITDA"

Nice new contract also in the Kingdom of Saudi Arabia

Best I've seen off Ocado for a long while.

ProxLDM he hasn't to my knowledge bought a seat on the Kelso Board yet.

He needs over the 10% threshold to request it and the problem is that not many Kelso shares are being traded and they are quite tightly held so unless he is prepared to pay over the odds for the privilege then he might not get that elusive seat on the Board prior to things kicking off with say resolutions being requested. (Should that be Kelso's next move).

25th Jan Roger was when they told us that they had reached Target Depth so thats us about the end of the 5th week now.

Own Lab on site definitely saves time on sending all samples off for analysis and having to wait for them all to be analysed.

So it shouldn't be too much longer to until that next Red dot.

Yesimabeliever, if we remember @THG Ingenuity is also laying off 60 Sales and marketing staff. Replacing them with 1 new Chairman. So not the best choice of examples.

Not in the doomsday brigade myself just patiently waiting for MM to do all the things he should have done a year ago. Either that or the next Bid or the AGM

Valueplay you need to go and do some homework on what the Uncrossing trade is.

It is the matching of Sellers and Buyers in an Uncrossing Auction which concludes 5 minutes after play.

It is where large players get their stock and without affecting the market and it also dictates what the closing share price is.

https://www.shiftingshares.com/what-is-an-uncrossing-trade/

A matched trade of both Sells and Buys.

Somebody happy to pay £15 Million for 2,864517 shares @ 511.4p

That amounted to just about as many as were traded in the full of market hours, and probably explains todays shenanigans

Nice business for someone.

29-Feb-24 16:35:12 511.40 2,864,517 Buy* 506.20 507.00 15m UT

Nice new business win and some impressive metrics

"New OSP partner signed

We are pleased to have signed a new partnership with Panda Retail Company ("Panda") in the Kingdom of Saudi Arabia to support their ambitious growth goals in a rapidly developing market for grocery e-commerce. Under the partnership, Ocado will support Panda to serve customers online via a network of manual CFCs and stores across the market using the Ocado In-Store Fulfilment solution, underpinned by the end-to-end capabilities of OSP."

https://www.savola.com/en/investments/savola-retail/panda-retail-company#:~:text=Panda%20is%20a%20grocery%20store,one%20of%20Savola's%20main%20entities.

Squadrazza what I like about the article is that Tim Steiner is actually making it clear to M+S that if the final instalment isn't made (or in my interpretation that it isn't adequate) then the legal route will be used.

Hopefully grown adults can resolve it without resort to court and without any further airing of dirty washing in public.

But the Ocado CEO is doing exactly what you would expect and in the interests of all shareholders. He wouldn't be saying that he thought they had a very strong case if that wasn't so and it will have gone through company solicitors and outside Counsel for advice.

Extremely pleased with todays results and the improvements in all limbs of the business.

Can we have Joe90 instead of Joe80 please.

At least he would put his spectacles on when it comes to reading RNS and Nobles detailed analysis.

Have we not worked it out yet or are we just Robin (Thicke)

So much time is being wasted on here deramping and the share price seems to be rebounding off higher lows.

Fwiw the market makers were quite happy to take shares today right up to 2.45p. So there is probably somebody mopping up all they can get all the way up to 2.5p.

Another day closer to our own detailed analysis and confirmation.

I can't work out whose worse the derampers and timewasters or those that actually reply to them.

Just picked the same article up on the M+S bulletin board. Interesting read.

At the weekend the press had us believe all of the Final instalment would be withheld. Now this article seems to be saying M+S think £28M should be paid, so an improvement. The CEO of Ocado however seems to be saying it should be a lot more and publicly setting out Ocado's stance and that there is always legal recourse and courts as an option. He also seems to set the case out to good effect.

I think the good thing is that both sides are in dialogue about it. That's what they should be doing in what is a partnership.

My educated guess is that it will get settled somewhere in the middle and soon, and to avoid courtroom drama, fees and any publicity. Which is what should have been the case in the first instance. It's a bit of a shame that commercial and confidential discussions seem to be being leaked to the press.

I think it looks like M+S trying to wriggle a reduced final instalment of only £28Million but the Ocado CEO seems to be saying that they are owed a lot more and he seems pretty confident of their case despite what M+S are saying, and that there is always the legal route. The good thing is that they are in dialogue about it.

Have to agree with the earlier poster though that dirty washing shouldn't be getting aired in public and there is clearly somebody leaking information. Not good publicity for either company really.

Congratulations silvertotoise and profit is profit.

I just hope that you don't miss out on the next HE1 RNS which I think will results in substantially more than 11%.

dyor

Guys keep it clean and stick to THG rather than get personal.

Volume today is extremely light. I had it as only 178k at 11.15a.m. so if it continues at that rate then it would be an all time low in terms of daily trading volume. Could really do with an afternoon pick up in volume.

Then decide if you should be Hold, Sell or Buy

It's less than 15 minutes long. Watch the last question at 10:22 onwards.

https://www.youtube.com/watch?app=desktop&v=OLtoKpXsJoU

I have to applaud your efforts Crafty on keeping the bulletin board ticking over. No doubting your resourcefulness and command of the information and facts re THG.

It is though ultimately THG, the company itself, that needs to be delivering the news and catalysts to move the share price (Very poor on the Ethihad Airlines deal) and they need to markedly up this share price prior to the next AGM by whatever means or it will I suspect be an uncomfortable run in.

This share price has retraced ever since that 2nd Jan RNS and paying shareholders lip service. In fact you could argue its retraced ever since the purchase of Kong.

April update or other significant news is really critical here.

Imvho.

Seems like both have done very well over the last few days.

Well done to the Market Makers for their rinse repeat and in controlling the share price move down through gapping it down on opening and widening the spread also to pick up stock. Odd ticker trade also put through in between to stop it moving up.

Well done also to those topping up and knowing what Helium 1 (and Noble) are sat upon.

Hopefully we have also shaken off along the way some daytraders and some can reflect on just how much time has been wasted on here by derampers. The smart ones I hope didn't believe all the fertiliser that was spread and actually did buy in.

No need to post all the time if you are happy to wait for the much bigger prizes to come.

Must be getting close to next meaningful update.

Watch the Interview

https://www.youtube.com/watch?app=desktop&v=OLtoKpXsJoU

The share price is looking appealing again.

Good Valentines day out the way and now Mothers Day on the immediate horizon.

Should be a good quarter.

M # p # e #