Member Info for Rocka999

Less than 10% now on the disclosed positions, they've fallen off a cliff ! Ocado isn't even in the top 10 now which is a first !! GL All

Looking good this morning ;)

This bill for this fiasco should be passed onto the advisors imo.........

Other than the two in general circulation there's also the regional grocer in Europe who wished to remain anonymous

You couldn�t make this up!

If TW is to be believed that was it in a nutshell, even managed to spell his name wrong ?

No doubt they're producing vast amounts now around the globe......?

Looking at the article he has declared that he has no positions in VRS and won't have for the next 72 hours..... Q&A :- a) do AIM rules matter to you/can I see the contract note? NR: Of course they do, I am a very honourable and charitable man. I take my job very seriously and try to do the best I can. Contract note enclosed ( TW Note: it shows that Rickets did sell his shares on 4th January as announced on 5th so he is playing by the rules.) b) If you were a seller at 61.5p with the shares at 109p today and with you having exercised another 278,720 options at 12.25p on January 29, will you be dumping those shares too? NR: I haven't made my mind up, but if and when I do I'll inform the market as I always have done. As you know timing is everything but I have never sold at the top. c) have you already dumped them NR: No d) and when do you plan to notify the market of your share dumping. NR: If and when I sell them in line with the market rules. TW comment "Fair's fair well done Neil" The rest of us are "Morons" lol but that's TW for you......

PT raised to �6 "Outperform"

Neill has answered all the questions raised by TW, he is obviously short and well out of pocket right now

Yes there is that MRW agreement barring ASDA from using Ocado's warehousing and logistics if Walmart do indeed come into play, it would also conflict with Walmart in Canada I believe now that Sobeys have signed up, anywhere else Walmart operate would be fine so far but we don't know as yet of any further agreements say in Mexico, Japan, Argentina, Brazil, Chile which could also be a problem

I was thinking big (Walmart), if it is a regional grocer then I'll be slightly disappointed but then there would be no need for the exclusivity, we'll have to see what materialises

Its who blinks first in the US as they will get an exclusivity deal with Ocado leaving the others out in the cold. Its also interesting that we're now seeing two different models emerging between Ocado and Amazon (Whole Foods). Amazon are looking to cut costs and improve margins within the bricks and mortar store whilst Ocado are intent on delivering your weekly shop quicker and cheaper than you can go and get it yourself. Amazon are trialing the no checkout system with the opening of the first convenience store which points to the direction they're currently going. For me Amazonfresh is finished which is why they're slowly pulling the plug on it and looking for other options.

Happens a lot......

Below 70 now, so will probably drift down a bit until further news, got �4.38 support in sight now

I take it no one is off to the AGM in Feb ?

He's very passionate about the company, has been from day one, he's always answered my e-mails that I'd sent although by now he's probably getting quite a few ! The difference with Neill is he will communicate with investors (and critics) and is very hands on, a lot of directors on AIM just can't be bothered and leave it to a PR firm or do nothing at all. Here's hoping for another good week !

I've been patient for over the last 5 years, the company has gone from strength to strength in that time despite all the BS from the shorts trying to get the SP down More deals will put a few more nails in the bears coffin, they're on borrowed time now.....

Missed all the fun today, great end to the week :)

But not as strong as expected ! "slightly below industry expectations" "were not the fastest ever for an iPhone"