The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
In my opinion this is good news for Ocado and we still have the international deals to come. Is it possible the OSP could be outside of the original agreement with Morrisons and therefore available for lease for any of the big retailers? Don't know enough about the original deal to call this.
If morris ons are now going to lease the Osp from Ocado isn't this good news?. I was of the opinion that Ocado is more interested in leasing technology than delivering orders? It seems to me that Amazon have approached Ocado through the back door as they were unable to deal direct because of the deal with Morrisons. Am I totally thick here. .haven't we achieved with Morrisons today what we are looking to achieve abroad. Is it not a technology business?
Hi yes, back in again, I don't think we will see a drop as far back as 8p if the directors are buying in at 11.5. When someone decides to cash in their lot for whatever reason... in big chunks it spooks the PI's and they think there is something going on... I don't believe there is... that's all I can say.. I'm local remember, but that's just my opinion...DYOR as always. Good to be back on line here....