Member Info for Sangijuelas1

For the earnings tomorrow?

You can only really go by the Ocado Solutions revenue when comparing them though.

The Symbotic system works by bringing in whole cases of products, separating and distributing so that pallets are ready for unloading at stores

So not much of a comparator really as the system doesn't process orders by handling single items for online delivery.

And if you take news stories released by ambulance chasing lawyers in the US then there's not much hope for you.

Pretty much every US company I have invested in has them and they are just trying to attract plaintiffs for a class action, which rarely go ahead.

Alcampo is part of Auchan. So there is also activity with Auchan Poland

But the big prize would be a deal with Auchan in France. I don't think the exclusivity still applies with the Groupe Casino deal.

Yeah but do those figures include their iShares tracker funds, which are forced to buy as Ocado are part of the index

Another CFC in Spain would make a lot of sense- people in Catalunya will not like the fact that Madrid are getting what they aren't!

The thing is Casapinos- Black Rock were only short on Ocado. They said that because of not enough diversity in the boardroom they saw Ocado as uninvestable - some time after that they went short

Like this headline for the first one when it opened in July

https://www.ocadogroup.com/media/newsroom/ocado-launches-first-cfc-in-spain-with-alcampo#:~:text=22%20July%202024,and%20Automated%20Frameload%20(AFL).

Yeah but the word "launch" would relate to opening one rather than ordering another one

Taken down already

Also completed a fundraise today

https://news.sky.com/story/advanced-communications-firm-all-space-secures-44m-from-blue-chip-backers-13226428

Looks like Boyobach was on their payroll with all the constant negativity

Market is currently enabling an orderly exit for Black Rock.

Good job for them no one engages in short squeezes in the UK

Still don't look to have reduced their enormous position, whilst Black Rock are.

Black Rock don't usually do things by half measures so I think they will slowly reduce to zero.

D1 are associated with Tiger Global. If you remember they were responsible for the biggest loss in the history of hedge funds a couple of years ago, wiping out 75% of accumulated investors capital and returns.

As you can see from the large short of D1 they seem equally reckless and a demonstration of their investor smarts was shown recently when they bought into Revolut at an absurd valuation of 45bn dollars.

The only way is up here

400 by close

Added to their Series 3 raise

https://spacenews.com/d-orbit-raises-150-million-euros-in-two-part-series-c-round/

Will save on his heating bills this winter

D1 are not that smart. They recently joined their buddies at Tiger Global buying Revolut stock at an absurd valuation of 45bn dollars.

Best thing would be for Ocado to buy out the Marks share and sign a deal with Aldi or Lidl.

I think the in store picking model is not a solution delivered by serious people.

Might sound good in a boardroom where cost savings are discussed but I don't see how you scale it without turning supermarkets into madhouses with shoppers and pickers fighting over the last cauliflower!