Member Info for Sangijuelas1

Can't help wondering whether any of the shorts are hedge funds set up to trade solely on computer analysis of financial data and see Group Revenue dropping from £3bn to £500m without understanding that this happened because Ocado stopped reporting the Ocado Retail sales.

There's a separate website for Ocado Retail now. Looks to have been set up this year.

Wonder if they might both be considering carving it off to be listed separately? It has a tab on the news for results and lists the board members etc

https://ocadoretail.com/

I think the lack of mental health support on the NHS is also a factor.

Posting on here probably helps them given the absence of decent therapy.

I might lose money but at least I feel good about myself in general and don't feel the need to post unpleasantries on a web forum.

It's not meant to help you. It's meant to help Labour s hedge fund friends.

Won't be a breakdown - just overall short position

They haven't done it yet. The details are in the link I posted

Seen Molten Ventures lately stupmy- remember me mentioning that when it was about 250p?- nice way to get exposure to the likes of Revolut

Apparently the short sellers worry that they will get beaten up by angry shareholders if they are known to the public

Labour are now getting the FCA to stop the disclosure of short positions by individual companies so that each company will just have details published of the overall short positions held by all shorters of a company

https://natlawreview.com/article/keeping-it-short-fca-consults-implementation-streamlined-uk-short-selling-regime

These are not correct holdings of the Molten Venture portfolio. Is the source an investment platform like AJ Bell? I saw something similar there.

The correct companies are Coachhub and Ravenpack. Neither are listed companies so they won't be found on any stock market. Both were doing ok last time I looked.

Link to view earlier FT article on what Saba are doing here. They are building an ETF to hold UK investment trusts, hence buying here.

https://archive.ph/jRl4J

https://archive.ph/jRl4J

And people wonder why companies like Klarna won't list on the UK market

Louise - you are coming across as a bit desperate

Why when Ocado drew down 150m from their Kroger facility last quarter were there several analyst questions concerned about the relationship with Ocado and now we are supposed to believe Kroger are going to drop or reduce investment in CFCs was there not a single analyst question referencing this on yesterday's call?

If.it.is.a.supermarket.why.does.it.not.report.any.retail.sales?

VJ- you do really sound like such a loser. Like a very poor person. The way you talk. No one in my circle of friends speaks the way you do.

You also sound quite unhappy. Maybe linked to your poverty? I would suggest a therapist but you probably can't afford. You will have to stick to the Special Brew I guess.

You should open a short. Think how much money you could make.

Good luck getting workers for in store picking when Trump is rounding up and deporting all the immigrant workers

Just gone through the Kroger earnings call transcript. No questions from any of the analysts about the automated facilities.

Kroger have 2 main modes for e-commerce. Big orders done by Ocado usually for next day and smaller orders within 2 hours done by other delivery partners like Instacart.

If they were going to be closing CFCs or not opening more the analysts would have been all over it.

It's just a review. Interim CEO has to make it seem like they are doing something.

That's probably not how MV management see it