Member Info for Rocka999

The top performing share this year so well done Tim & co up 99% over the last year with more to come

You know just looking at the amount of short activity how well Ocado are doing, the bears are now very fearful of betting against the company after being stung twice now

Online shopping is likely to grow even faster in the future than it has in the recent past. This company is well placed to take more than an average advantage of this fact. That’s because this retailer has a great system for fulfilling orders that other companies will also want to use - at a premium price.

Ocado is an online supermarket which operates at the top end of the grocery range. That could be a tasty business in itself but because Ocado has developed and continues to develop a sophisticated automated order system, it puts it ahead of other online supermarket operations.

As I’m sure you’ll be aware, there are fewer and fewer humans involved in fulfilling shopping orders these days and the Ocado way involves even fewer. Consequently in its latest trading update for its final quarter in 2018 was very encouraging.

The order size of about £104 wasn’t fantastic as such but the number of weekly orders rose by 12% to 320,000. which is a lot of deliveries!

The company has recently done deals in Canada, France and the United States and city experts expect many more link-ups, involving the company’s innovative and efficient trading platform to be struck soon.

Complicated yet smooth running internet selling platforms take a lot of capital to develop and we probably can't expect much dividend jam in the very near future but the longer-term prospects seem enticing.

We must always fear competition in the internet technology game, but Ocado seems to be near the top of the smart platform world. The big cheese Tim Steiner uses the cliche ‘the story has just begun’.

Not many comments on one of MDZ's longest customers going into liquidation again ?

I said a while ago that retail was going online and here yet again is another example to add to that long list of casualties of the terminal decline of the high street.

"Owners Hilco, which took the company out of its first administration in 2013, blamed a "tsunami" of retail challenges, including business rate levels and the move to digital.

The question is what impact will this now have on MDZ ? (and it ain't positive) !

Ted Baker another of the MDZ stable is also having a torrid time of it also right now thanks to its founder having a playful time with the staff, shares are at a 5yr low !

(Still no news on the NOMAD situation either which will be sorted well in advance of Northlands departure we were informed, only 23 working days left now) !

It’s been a breakthrough year for online delivery portal Ocado (OCDO), which has signed a number of big licensing deals with its Ocado Solutions technology. The biggest of those was the one penned in May with US supermarket Kroger (KR), which saw shares jump 50% overnight.

It has almost doubled investors’ money in the year-to-date. Russ Mould, investment director at AJ Bell, notes that, as well as the good news, the stock has been boosted by a massive bear squeeze, “as short-sellers gave up betting on its shares going down over the summer”. “They scrambled to buy stock to cover their short positions, driving the share price to new highs.”

Now, says Emma-Lou Montgomery, associate director at Fidelity Personal Investing’s share dealing service, all eyes will be on Ocado to see what it does next in 2019.

And you as well.......

O dear, someone doesn't like the fact that for 13 years MDZ has never made a profit and the share value has declined 98.6% in that time

Keep an eye on the cash as I said, no further dilution plus they may have to borrow more to keep going let alone expand further

No news on the NOMAD either, the longer this farce goes on the more concerned I'd be, I don't expect an announcement on this now until the new year

Quick reversal from 9p back to 12p...............

Gone below its placing price now, never a good place to be...........................

Nice to see Woodford's increase their holding plus the two main men chipping in

Roll on Xmas eve, its going to be a happy new year regards SFOR

Which bit lol ?

I see my posts are getting removed again, someone doesn't like the truth?

I'd be loathe to buy anything here until the NOMAD situation is resolved only 28 working days left before Northlands vanishes forever on 1st Feb 2019, MDZ commented that this would be resolved well before this and we're still waiting ?

Remember there is absolutely no guarantee that SPANGEL will take MDZ on or any other NOMAD for that matter

Taking a knock here due to reduced profits at ASOS, no connection whatsoever other than they both trade online in the main, you can wear your clothes until they drop off but people do need to eat and drink methinks !

I was just having a laugh at the first two principles under the QCA code which MDZ follow as guidance, rather than corporate governance they use the "Quoted Companies Alliance Code", this is AIM speak for best company practise rather than an applied set of rules that they stick to and yes Geoff the boss oversees this, kids looking after the sweet shop once again!

Principle 1 "Establish a strategy and business model which promotes long-term value for shareholders"

Now I don't know about you lot but 13 years of share price decline is not long term value for shareholders is it and it never will be as their business plan is flawed which is why they have very little cash. I would mention this at the AGM next year if you're attending if and when the new NOMAD is appointed (still a big if), only 31 working days and counting now. They did say this would be sorted well before the expiration date so they'd better get their fingers out, soon be Xmas !

Principle 2 "Seek to understand and meet shareholder needs and expectations"

Okay as you lot holding shares have needs what do you really expect the company to do that it hasn't done already, how about trying to get the share price to a level so you can get out with your money as I did? You could be earning a lot more elsewhere right now but live in some vain hope that things here will turn out for the better, have your expectations been met, sadly no I could answer as I bet you've bought in well over the closing price on Friday and good news is practically non existent here.

Principle 10 " Communicate how the company is governed and is performing by maintaining a dialogue with shareholders and other relevant stakeholders"

The best yet "The Chairman regularly discusses relevant matters with the Group’s major shareholders and ensures their views are communicated on an accurate and timely basis to the Board" so we come back to our friends the major shareholders which we know City and Claremont Capital Assets Ltd is the biggest by a mile, now who do we know has links to this company, answers on a postcard !

MDZ must be paying at least circa £50,000 for Northlands expertise, no wonder they’re being struck off, the company would be better going private and saving a fortune

The silence from the NOMAD is deafening

That was nice of them, where’s the Nomads note?

Its strange that Northlands Capital hasn't reiterated a corporate recommendation on MDZ since before the finals were released on 17/8/18 ?

Last one issued was 12/8/18 and nothing since !!!

They always released at least 9 per annum and always released one in December, MDZ only appear to have had four all throughout 2018 and now 4 months of silence and still no guarantee SPA will take on MDZ before 1st 2019

Can you post this on their BB and and stop spamming here please Hamilton, we don't give a monkeys to be polite !

Think the wheels are coming off this unstoppable juggernaut ?