Member Info for Sangijuelas1

Got a bit ahead of myself

It was already factored in given all the Kantar and Nielsen updates for months

It was not normal to rise 20% on nothing burger news

Ever heard of a pump and dump with shorts selling on the way back down

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If you think about it the Retail Trading update figures were always going to be decent, as per all the recent Kantar figures on their rapid growth.

Today just a pump and dump for the benefit of shorters

I wouldn't be surprised if it closes down 5%

That is interesting about the 15%. Kantar had them at about 12% but Nielsen had them at 13.5% back in February.

The million customers was known but has he inadvertently revealed something here?

Also clear now that Ocado Ads is being run out of Ocado Retail part of the business.

I believe that is Thursday

You are posting absolute fluff. Are you seriously using these useless titbits as collateral for making investment decisions?

The only thing that matters here is whether they increase the volume of modules in play with the Solutions customer base.

What's happening tomorrow?

If it was really significant for revenue in the next couple of years,they would have had to do an RNS

Thanks for following up with this thread. Even prior to the launch of Ocado Ads I had had increased revenue from advertiser's as part of my overall analysis, given the rollback of the reliance on 3rd party cookies for the likes of Google.

I think the Ocado data will have a specific value of it's own linked to the profile type of it's typical customers.

It's a positive for sure. I wonder what part of the business they will record it's income in Solutions?

This portfolio company trading on Nasdaq has more than 10 bagged since May from 2.3 dollars to 28.

They successfully launched satellites yesterday.

Iceye are going from strength to strength as well.

There is an absolute wall at this level. For the second or third time it has hit 425 over the last couple of months and absolute flood of sells came in. I suspect that's BlackRocks target sell price.

As long as they own such a big chunk here this ain't going anywhere.

One of the portfolio jewels for me is Iceye, the Finnish satellite company. For this reason I have started building a smallish position in the investment trust Seraphim Space. Iceye is 20% of their portfolio. Satellite Vu, another Molten investment is also in their portfolio.

They have some other very promising companies like D-Orbit and Hawkeye 360. And the NAV discount is currently 44%.

Great news on M-Files. I suspected it would be a private equity target as they were growing and profitable

I love the conclusion that they don't know how to assign value to Ocado because no one has seen the accounts for 2030 yet!

No real analysis of prospects in the article. Could have been put together by an AI bot.

Because it's not their money?

HKK. I don't think you understand how convertible bonds work. The conversion price will be at a substantial premium to the current price. If it was at a discount the bondholders would immediately convert it to an equity stake and then sell the shares.

The last 2 convertible offers were done at a premium to the SP of over 40%.

zccax- The bonds need to be sorted now so that investors can remain confident that there won't be an issue closer to the time. A question was asked on the last earnings call as to why they were leaving it so late.

A successful offer would be excellent news for the SP.