Member Info for Sangijuelas1

No I have topped up as well.

Also they passed the vote for share buybacks at the AGM yesterday

Also the WSJ reported a couple of days ago that demand for the £500m employee shares sale was pushing the valuation up to about 45bn dollars.

So seems likely that the £65m valuation given to Revolut on the MV books is worth over £100m

Have announced they have got the UK Banking licence

Because it is just on schedule so it is not materially significant. It just confirms what is already factored into revenue projections etc

Https://www.ocadogroup.com/media/newsroom/ocado-launches-first-cfc-in-spain-with-alcampo/

There is already a commitment to build 2 more Kroger CFCs

By close . Rerate incoming.

China have some warehouse automation solutions of their own. But along with India they have masses of cheap labour so automation less necessary than in countries like Japan or the UK.

Solutions income is projected to be as high as £500m this year.

You know Ocado's fees are inflation linked right?

Although Rodney looked like he was AI deep fake so careful there.

Most of the IFRS loss is from depreciation and amortization costs that have to be recognised from previous capital investments that have to be written down.

Cash flow is what matters most. Solid improvement there is what will make bond holders feel comfortable rolling over their convertible loan notes.

The ones trading on the Frankfurt market have risen to their highest value since April 22 following the results.

And Bernstein apparently recommending delisting

If no one took their 1000p target seriously why would anyone take the 250p one either.

I imagine them in their office blindfolded sticking a pin on a chart whilst very drunk.

Are planning to sell about £500m of employees stock at a valuation of 40bn dollars, which would be a 20% increase on their last raise in 2021.

So would value them at nearly double what MV are holding them at.

I believe there is some tension from investors that want to sell some of their shares in the same deal.

So could be an opportunity soon for MV to offload some either as part of the deal or on secondary market at a decent price.

Were out today. They said delivery sales up by 17% led by CFCs.

More cash raised

https://www.isaraerospace.com/press/isar-aerospace-extends-series-c-to-over-eur-220m-with-strong-commitment-from-nato-innovation-fund

You said something about the spread. I didn't know if you meant the bid offer spread as that seemed pretty low

It's the quiet ones you have to watch. Lucky to get 10 posts a week on their BB

Pity you turned down my GROW recommendation a few weeks back Stupmy. Was around 275p then and now around 400p

Crikey

https://www.cnbc.com/video/2024/06/12/theres-a-lot-of-capital-chasing-the-next-nvidia-says-molten-ventures-ceo.html