Member Info for Rizzel

TheGrim

That is bot true what you said. OCDO has been one of the most shorted company on LSE, long time ago at £3-£4 levels in 2016-2017. It was before any international bussines was signed. Than after each foreign partnership contract was annouced there was a short sqeeze, biggest one was of course the Croger contract when SP went from around £5 to £10 very quickly. After while the shorts came back only to get squeezed again in pandemic 2020-2021.

Just beacuse you don’t know the history of this company doesn’t exuse you for a foul language that you are treating fellow posters on this board.

Shame on you

Its not me that mentioned without M&S OCDO would loose 40% . What kind of comment is that. Why even come out with such nonsense.

Knowbodyyouknow

I hope you are right, but we all seen and experienced the behaviour of the founder and to be honest I don't believe anything anymore. I am also underwater (I think everybody is) had a chance to bail out at a small loss before demerger but didn't follow up on my own assumptions that MM as the private owner of Ingenuity will squeeze the THG untill the very last penny. So there will not be any £325m cash and low debt, there will not be any cash generation because it will go out as fees to Ingenuity. So you can forget buybacks or dividends, THG will be just a money making machine for Ingenuity. That is my prediction I hope I am wrong as still holding

Mr Profit

Those are very broad assumptions. I could argue with you that when OCDO was partnering with Waitrose, the Waitrose was way ahead of M&S in terms of market share. 5 years later and M&S has overtaken Waitrose, (off course I am not disputing M&S management success) but the volume that Ocado is shifting is not negligible anymore.

So should the M&S break up with OCDO, and OCDO would partner up with Waitrose again, I think you would see that Waitrose would take over M&S in market share pretty quickly.

M&S management know this and they won't let that happen.

Is doomed, on a day when everything is getting boost by recent news, all of my portfolio rising fast since yesterday except this dog.

I don't know what to think of this anymore, I envy little bit of those who here are still dreaming that something will happen but to be honest I think MM will screw you very bad.

Well, I would think that Kroger being the biggest partner and currently on pause to build more CFCs, the decision to build robots in a cost effective way close to the USA was the main reason for them to be built in Mexico. I very much doubt that anyone at decision making level management have even thought about possible tariffs.

This could in my opinion prolong the pause of new CFC to be built in USA, which is news that most of us here have been patiently hoping for.

I heard this morning that Mr Trump has put up tariffs on Canada and Mexico. I thought this will not affect OCDO directly but than I remembered something that it might. One lady told me that her son is an engineer and working in Mexico building the robots for Ocado automated warehouses.

So in that case it will affect OCDO in quite a big way, If very important equipment get a price hike of 25% that either put huge increase of developing cost on the project or will stop the project all together.

Just my thoughts

It will never happen, the remainCo will never make a profit, MM in charge of Ingenuity will make sure any profit in nutrition and beauty will be paid to Ingenuity in fees.

@Jedclampit

Deferred 1 Shares repurchased by the Company and cancelled

No earlier than 2 January 2026

What will happen next week is this: B Shares convert into Deferred 1 Shares

2 January 2025

It seems that you don't understand the process and the timeline

Anyway good luck

I have been reading this forum and I am surprised that most of you are waiting for the shares to be cancelled and SP to start moving up as a result. I have read the demerger document earlier this month and wrote here that cancelling of the shares will happen only in 2026, in fact no sooner than 2.nd january 2026. Nobody responded to my message.

So I think the ones here that are awainting this huge rise in SP due any moment You have longer wait than you think. Today RNS just confirm it again. Share will b e repurchased and cancelled no sooner than 2.Jan 2026

AquarianAge

The same principle applies to every listed company. If any company goes bankrupt the CEO will still be a milionare.

So what is your point

Great research Stupmy.

Anyone noticed that cancelation of shares for remain co will occur no sooner than Jan 2026 ?

So the wait for cancelling dilution is quite long.

Just asking

Hi all

I am writting this as I sit in Wizz plane just about to take off from Luton Airport going to Bratislava, plane is sold out, full.

Ticket price was reasonable around £46 return but with benefit of Wizz Club membership.

Make of it what you will

GLA

I would not hold my breath for that stevescott. I voted agains MM and the Lord whatever his name is, as someone here mention we should do. I was crucified on here by the MM cult for not knowing what I was doing and all that and being laugh at. The SP than was around 70p and folk on here had big hopes for whales and SOTP and yougurts on the shelf on all the rest of the BS.

I must say they are not so cheered up now that SP has tanked 50% since last december.

Idiots

My colleague has replied to an email from one of these claim companies. They found his finance details, and later they emailed him that they found another finance contract that he even forgot about it was that long ago. When I ask him how much does he think he's going to get, he responded couple of thousand. I laughed when he said his finance was only £4k. Than I said to him about compo that Mrs Hopcraft was only £183 on twice as big of a loan, he responded never mind even £5 is better than nothing. Than I explained to him how much money this court case has cost, and how much damage has it cause to the companies that provide lending and eventually the customers will pay because the cost of finance will go up as result. He doesn't care as long as he gets his money back nothing else matters. Stick it to bankers is the mantra of many ignorant people ( people who cannot be bothered to read a little and educate themselves).

P.S. He is also claiming against Apple in their recent shortcoming against the court, even though he doesn't know what it is about.

FOS

Financial Ombudsman Services

I think

Thank you PUTUP for that info, hopefully we will see some reduction of claims agains us as a result.

Steve, but she was buying the dipps @123p so if you than buy another dip at 80p and than at 50p you are in profit on the last dip and still on loss averall. And how do you than sell at 63p thinking it is top and will dip from now. And how deep will be the dip before it turns up again, if ever?

I understand the theory of what she proposes she is doing. Lets say you put in £10k and trade it well so you end up taking £10k out of the share and be left with the same amount of share you first bought. so basically you cannot make loss because if the share falls 50% it is fall 50% of you profit.

But I just don't believe that she is able to do it in this share any many others that she always claims the same thing.

The share is in a free fall and yet she claims that she has trimmed in that milisecond that turned 1% up and than continued the fall. It is just unbelievable that she always manage to buy bottom and sell absolute top on any share and every day.

I mean J P Morgan and Morgan Stanley are hanging their heads in shame looking at what a wonder woman is capable off.

I agree with you on this

"I wish easyJet would start an aggressive share buyback"