Member Info for Rocka999

There speaks the voice of a short............................

No one was injured as per the RNS

Before the shorts wet themselves with excitement lets hear how the fire started, the fire investigation team will be very thorough no doubt as to the cause

Tim's not being drawn regards a tie up here :)

No smoke without fire though

Only just heard about the fire, doesn't look too serious.......................

Think we're likely to see a few more of these yet, the big man has a following ...................

I'd say they've already had a chat on the phone to determine which course of action to take, I really can't see Waitrose walking away from the agreement it would have to be Ocado but you never know?

M&S would have to come in with a great deal

Lets not forget also that Hatfield (the original CFC) will not be a patch on the others, I'd flatten it and start again

Yes I’ve been having a good laugh at some of the posts on here as well

FY Profit, FCF ? No problem they have a nice video wall

Inept management all round, its going to take some fixing this

No response, that’s another short gone by the wayside......

Past performance is a complete shambles, with the same guys in charge you'll only get more of the same

Have you found out who won the best video wall award yet (not MDZ) ?

Can you explain how the food is delivered in the US, it appears to me that XPO Logistics collect the shopping from store and deliver it on to the customer, the rise in the minimum wage looks the reason for the shut down or as they put it so eloquently:-

“esculating service costs.”

Ocado have robots in their CFC's, capex heavy yes but ultimately they pay for themselves as they work 24/7 non stop

I'm sure you've heard of Kroger in the US, they haven't just bought into the technology, they invested in Ocado as well so we have a heavy weight US grocer investing in the worlds leading grocery platform or the OSP if you like. I'm sure they did their homework before splashing the dollar

I had a laugh at your 10 years ahead post !? Ocado leads the field for grocery delivery unless you can name another company that does it better? Remember the kids of today are tomorrows shoppers, you'll not see them pushing a trolley down an aisle when they can get it delivered to the door via their phone or Tablet, people are more time conscious with their lives hence the move to online which continues unabated

More details today, rumour has it that Hatfield will be sold off and the Waitrose agreement binned under the 18 month break clause

More to come yet as well..........

Yawn............

I believe Ocado.com (the grocery arm) will be sold off at some point in the future, I'm just not sure that now is the right time...

Under the new agreement with Morrison's back in 2016 it states that they (Morrison's) will only ever have a maximum capacity of 30% of the Erith CFC

Also of note was that Morrison's didn't object to Ocado running branded online services for Marks & Spencer and the CO-OP

Supermarkets blocked by Morrisons were Tesco, Sainsbury’s, Asda, Aldi and Lidl

I don't believe Waitrose will object to extending their current arrangement as they're doing well out of it but they would have to renegotiate soon as the deadline is looming large, Ocado can afford to be picky now!

Like I said don't feel you have to reply, I'm not asking you to ?

A nice gradual steady rise

I was replying to maidit308 and the "if anyone can find better" remark, yes there are better video walls out there, other companies have won awards for them as per last year

Please don't find you have to reply to my posts, it wasn't meant for your attention in the first place, I think you'e just posting for the sake of a comment ?

O dear my previous post has been removed, will post later.....

Someone doesn’t like the truth...

This one has already had its stint on the back boiler for about 3 yrs which was painful to watch

Well worth the wait though...