Member Info for Rocka999

http://www.techweekeurope.co.uk/networks/voip/ocado-4g-network-unlicensed-sprectrum-185777 This is what I'm here for

Yes it's a lazy journo type article just pieced together in someones tea break, very shabby !

What would define "Imminent" ? The cruncher would be "by the end of 2015" !? So target missed Now we have "medium term" which is still a bit vague!

I don't think we'll see anything for a few months yet, once Andover is up and running for all to see then maybe. Mr Harrison hasn't started in his new role yet so we'll have to give him a chance to get his feet under the table. I think this guy is pivotal to what comes next.

RCN ?

We'll not get to see Andover, secret squirrel and all that

Just one observation, you can't pick from stores which are closing and closing they are.

Great finish, 4p looking a dead cert now and then some

Ocado has many advantages, store pickers will not stand up to the automated warehouses Andover should be launching soon then we'll see what's under the bonnet

http://www.itworldcanada.com/article/sobeys-partners-with-orckestra-to-roll-out-online-grocery-shopping-with-delivery/380579

Ocado shares dipped on the back of a note from Barclays, saying it is struggling to have “sufficient faith in an imminent international deal” to justify upgrading the stock. The bank said Ocado isn’t the only option for grocers wanting to build an online business. “Having said this, we are very sympathetic to Ocado’s view that it is offering a much more comprehensive solution and that many retailers will prefer to fully ‘own’ their customer relationships.” Barclays said while the company remained confident, the reality is there wasn’t a deal in 2015 and there is no evident timeline. “Although we expect that the signing of a deal with a credible partner would be a considerable boost for sentiment, we are also a little wary of assuming that this would answer all the market’s doubts.” The bank retained its ‘equal weight’ rating but cut its target price from 420p to 290p. Shares in Ocado had dropped 15.7p (6.06%) to 243.30 at 1520 GMT.

Yes Smokey but the SP may be near the bottom now, might get a bounce tomorrow

Have ignored, just a trivial amount after all but I hope the exercise will be repeated at various points

To generalise the SP would have been a lot higher than it is today if a few more deals had been signed. They haven't materialised so here we are, that doesn't mean that no deals will be forthcoming, if and when they come about confidence returns the SP goes up, we're all happy again. I agree the BOD haven't covered themselves in glory exactly by setting a 2015 deadline here. It would have been more realistic to say by the Summer of 2016 ! You have to understand the dynamics in play as to why the SP got to £6 in the first place, it wasn't down to the fundamentals exactly it was done on the back of the MRW agreement and the subsequent bear capitulation/short squeeze that followed. Once the shorts stopped covering as they'd been wiped out the SP dropped accordingly, back down to £2.33 later that year. Short interest was less than 2% when the SP closed at £6 which confirms what I'm saying. I don't expect any divi's whilst the company continues to expand, this is a long term play, were only in the second year of their 5 year plan. Their PR was outsourced but I can't recall whether they knocked this on the head or not. I used to get replies but haven't sent any e-mails lately so not sure of the current situation here?

Ledj http://shorttracker.co.uk/company/GB00B3MBS747/all

I beg to differ on all your comments except the volatile nature of the share price here which has always been the case which is why I advise not to invest unless you understand the company. Your can always go short if you don't want to invest which is what a lot of punters and funds are already doing ?

There's fact and rumour Robyv but in all instances I suggest you research a company thoroughly before parting with your pennies. You'll see plenty of information on bulletin boards, some is helpful some isn't but if you've done some homework you'll know yourself

No, there's no real surprises there, they don't want to splash the cash. Cornwall? They may have as well chipped in the Scilliy Isles for good measure! I'd be focusing on large urban areas for now to build scale which is London and the South East.

http://seekingalpha.com/article/3864546-ocado-amazon-really-pursuit

The Poundland growth story is over, it's yet to get going here