RE: okiedo12 Jul 2019 16:40
Ah yes Clive Black, whatever happened to him and his infinite knowledge of Ocado? They don't put out any more broker notes regards Ocado as far as I'm aware as its still under review lol
I've not been here as long as yourself okiedo as I only got interested in 2012, I was dealing with supermarkets directly then so I know all bout the shenanigans they get up to, but I could see then Ocado were different to the rest hence my initial investment.
There was also of course the short interest and their general lack of knowledge on what Ocado was trying to achieve, which even today they don't appear to understand the level of disruption that Ocado is bringing into the market globally. Tim's come a long way, I recall a photo of him a long time ago packing a box of groceries off a conveyor belt, now the robots are doing it for him. It has been a roller coaster of a ride over the years and yes you can make money on the fluctuating SP which is something I've always said despite going long here.
I'm pleased a lot of my forecasts have come to fruition, mainly the capitulation of the shorts, the FTSE100 entry and the £14 SP which was hit back in April, also I did say a long time ago that Ocado could be the next Amazon in waiting
We could do with some more international deals but I believe they've enough on the plate right now to chew on, but who knows ?