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Great company, growth industry, no debt, reasonable dividend and likely to increase. Where else can you put your money. The Directors have to sell at some point and they still have large holdings.
I just wanna see the Divi return, only if a small amount.
Uncrossing trade, will have no influence.
Have a Happy new year and maybe this time next year we will know who really owns Ocado
Glad I am on this side of the fence. Ocado have problems next year.
Yes, a difficult 2021 is my view for Ocado. They have the retail in the UK to fall back on in the interim but they do have to watch the cash burn.
The ITC may well instruct Ocado to pause its dealings with Kroger in the interim. Clearly Kroger will be concerned about the delays. The ITC s creditably is based on it is bipartisan and independent position on trade and patents issues.
Both Ocado and Autostores structures need to be protected.
I have decided too buy a few of these. Got in at the beginning of the week. Have been following IQE for a while now, they look an interesting proposition in view of the expected upturn in telecoms in 3 or 4 years time.
The US courts will be an extra complication for Ocado. They take patients very seriously I worked for Kodak in the 80s and 90s during the Polaroid lawsuit. Very costly for Kodak and probably was the catalyst for there decline as they were unable to compete in the digital revolution and remained in the traditional 35mm imaging world, hence there demise.
Ocado could well have to fight on both fronts. I am a great admirer of Ocado however there could well be several years of uncertainty. They will not risk any further ventures at present imho. UK courts tend to favour injunctions initially to prevent further damage to both parties.
I buy these on a monthly subscription and have been thinking about upping my stake. Steady dividend and long term it’s a good share especially when the Covid situation improves.
The dividend will be reset when the split happens.
Yes I agree this will drift until Ocado gets its legal issues out the way as it’s hands are tied at the moment.
Like the statement a venture into North America has not been dismissed in the medium term.
Autostore will be be very confident that an infringement has taken place as they will be very aware of the commercial impact on Ocado a claim would have. A false claim in itself is a wrong doing.
Buying Autostore would involve a massive rights issue especially as their potential valuation could rise considerably . Ocado is a hold for a year or two. Nothing can happen now on the expansion front. Long term this will resolve itself.
The future is probably on hold now for Ocado. The courts may well award a temporary injunction to protect both parties structures. Patents are complicated.
I agree industrial disputes take time. Not saying there will not be a resolution but things are on hold for now.
This could really put a spanner in the works in that future expansion could be put on hold until the claim is resolved.
I am also concerned about the Ocado cash burn a lengthy legal battle will only make matters worse.
Some of the froth has come off Tech Stocks of late and has had some impact on the SP. However I think this a good long term share, no debt a big plus these days. Looking forward to divi announcement.
Agree with you Gavster-NBC, £ to high. The reason is probably due to the possibility of an an extension to the Transition Period. A hard exit would definitely help BP.