Member Info for onsolidground

You answered my questions exp1orer. Thanks.

Are we suggesting that this could possibly be being used by someone as a ruse to gain an advantage? Short sellers, someone looking to load up cheap? Surely these things don't happen in the tightly regulated City.

Just incidentally on an ethics front why do some companies have client services, and their owntrading arms, whilst at the same time having the ability to issue Broker notes.

Don't think the share tally is particularly massive for today all told given the fall, and how many of those do you think might be buys?

Lot of money to be made if someone had advance knowledge of the contents.

Short it in advance, wait for it to be issued, send it further down, then buy back all you short sold. Nice profit and if you wished you are sitting with a nice holding to direct back up.

Just a thought and these overegged falls always grab my interest flagged off the % gainers and loser charts.

Always Imvho

Always beware of the broker who issues a downgrade note in a downtrend.

Now do I buy or not?

I don't think there is anything in it, other than just following the general downtrend in the markets. Either that or using it to try and tease out sellers to close larger.

Surprisingly resilient today I was thinking.

The results are better than the market reaction imvho

"PE firms usually want majority ownership. We’ve been clear: don’t bid if you want 51%, plan to use debt to leverage up, or won’t allow existing shareholders to stay invested. This rebuffs most PE firms."

I'm glad you posted this Jon Taylor, for that statement is probably the reason that no further bids are being received for THG whole. That plus the abrupt way they ended talks with Apollo.

It's the Monaco Grand Prix weekend coming up, so that stretch of coast, Cannes, Antibes and Nice will be buzzing. Probably going to the event I would think and just a quick helicopter ride away.

Can't seem to travel for work, yet he doesn't half rack up the air miles with all his holidays.

Update to present year expectations, and they have only gone and bought themselves a warehouse and manufacturing facility in Buffalo, New York for only £12 Million, as well as having entered a licensing partnership with Mondelez.

They seem to be following in THG Nutritions footsteps

Worth reading.

Should spike and open up nicely, but it's real early stage stuff, and the danger will always be that if the price gets ahead of itself then it might put Castlelake off.

Thanks for highlighying Sparlysparks. Just checked the TKMaxx website and you are correct on the startling level of discount. TKMaxx are a discounter but not to my knowledge a short remaining shelf life discounter so it's a strange one. Maybe they are seeking to boost sales in PerriconeMD ahead of a one liner in an AGM statement. They were using M&M Direct for discounted sales of MyProtein apparel previously then mentioned their sales volumes were rising.

I think with over £1.25 Billion spent an acquiring Beauty brands people are getting a tad fed up with pursuing sales numbers over profit, and the shareholder returns that comes with profit.

I don't think anybody got the chance to buy at 223p, let alone £4Million pounds worth.

29-May-26 16:35:24 223.00 1,952,934 Buy* 224.60 225.00 4m UT

Super day on the news front for Ocado with the Asda deal news and the story hitting virtually every news media from the Sun to the FT.

Share price wise it was probably worth a lot more than where it finished at, and will move higher over time imo.

Not quite comprehending how it found itself dragged down from 240p to 218p though after such an impressive start, My guess would either be MM's building a position to sell on later, frustrating day traders into selling, or mates rates for some regulars, maybe in favour of a spread betting company.

Back on the front foot again though is nice and happy to wait for it to fully translate and with disciplined entry on the dips.

Ocado is back.

GL all, and enjoy the weekend

You normally get Trump all pecemaker on the Friday to calm the markets.

Then by Monday he is intent on tearing chunks out the Iranians.

Still no peace deal, oil prices inflated, and much to the benefit of comapnies like TLW.

The fall today seems a bit harsh

Must be all those MP choc ices and frozen ready meals I've been buying.

210 - 215p or less and I'll take some more.

That would give us all the Asda deal for free.

Nice steady riser on a low heat.

The obligatory tooing and frowing on Ocado. Just makes you wonder why they placed it into Auction this morning and opened it at 230p then rising to 240p.

The Asda deal is a big win and worth far more than 6% on an already depressed share price imvho.

Killed the volume with the drop and best building a position in layers and let them deliver it to you your target prices.

Broker Peel Hunt said the deal "ticks a lot of boxes" for investors concerned about Ocado's ability to secure new contracts after a prolonged period of negative sentiment.

The partnership represents Ocado's first substantial entry into the UK online grocery market, a sector it has been unable to penetrate significantly because its domestic customer, Ocado.com, already uses its technology.

it's a big win and lets others, both home and abroad, see what other talents Ocado has to offer.

Sorry. Missed the final line

Then when they have adjusted, then you normally find the share price takes off.

Many of them use the short position as a cover for going "long" so they win, either way.

Come July the rules change and you have to declare over 0.2% so everyone will get a better picture. Don't forget they can go as "long" as they like and don't ever have to declare a position to 3%.

Todays deal with Asda is a major deal an don't be surprised if Ocado is the next to receive a Private Equity takeover offer, just like Spire and Tate and Lyle recently. Glaring valuation gap and could easily do the splits or relist elsewhere like in the US.