Member Info for Smokinjoe03

Not sure if this information was spotted in Sobeys November 24 results...

In the quarter ended November 2, 2024, the Company's e-commerce platforms Voilà (including curbside pickup), IGA.net, ThriftyFoods.com and the new partnerships with Instacart and Uber Eats generated a combined sales increase of 12.2% compared to the same quarter in the prior year. The increase is primarily driven by the continued sales momentum of Voilà."

Interesting their online sales driven by Ocado CFC is improving, even though they paused 4th CFC.

The real driver and key partnership is Kroger, we need the CFC rollout to restart and I've every confidence it will, but the question is when.

Their digital growth in last results were impressive up over 16% from memory which is why i have confidence in them giving Ocado the green light....this is what we really need to trigger a push much higher and in my mind why some shorters disappeared seeing how this platform can drive such consistent growth...all imo

Unplug - it's very common for people who leave to give poor reviews and it can be for all sorts of reasons and often biased so don't really understand relevance of your post.

Probably worth checking for previous similar actions by Ukraine government and end result

As royalties and mass Production are within touching distance, the share price is languishing near all time lows.

Expect are re-rating very soon, this could be double

this price and still look extremely cheap, break even ans profits could be seen a lot earlier than anticipated imo

Production with Doosan this year in shipping/marine and mass production in 2026 with Delta, this company has the cutting edge Hydrogen technology that the big companies are fully endorsing and taking to market. I'm expecting more deals to surface this year.

Intrinsic value based on cash in bank is around 54p (zero debt). How low can they push this, it's already looking mad to me.

50p down in last 3 weeks based as far as I can see on Trump coming out of Paris climate agreement. That will likely hit US focused companies hard but as far as I can see, all our Asian partners have no intentions of following his agenda and are clearly pushing ahead with the Ceres projects.

Certain HOLD for me, will not be giving these away at this nonsensical price

Makes zero sense, great update costs down 15%, royalties confirmed in H2 2025, potential AI opportunities, all partner programmes on track but only moves to price it was at end of last week after 15% drop in 10 days...mad although I'm sure will climb in coming days and weeks

Makes zero sense, great update costs down 15%, royalties confi

This is also great to see, not only are revenues at a high, margins are at 80% and costs shrinking, a perfect recipe for stromg growth.

"Business restructuring and cost optimisation completed in the autumn will reduce the annualised cost base by approximately 15% going forward.

Everything positive first royalties to be paid this year as products hit market and talk of AI opportunities, revenues at top end, all partnerships on track.

Should be very Blue day for a welcome change

Explains the constant downward pressure on price for last week, hopefully not related to any inside information and just adjusting investments, we'll see tomorrow

Unless some catastrophic news in update, this will surely bounce hard, market is exploiting the fear temporarily imo

Kev- often does, I was holding ONT 2 weeks ago for their update, which was dropped to 1.29 before jumping to 1.60 in day on the update, same for Ocado too 10 days ago got pushed down to £2.70....the market makers know no more than the holders, probably less

Shorts know nothing, other than exploiting than Trump exiting the Paris climate agreement and hoping the net zero can gets kicked further down road

Market cap of just £289m, zero debt and £127m held in cash (last results) the price seems crazy cheap, with revenues set top £50-60m this year and a potentially huge year ahead...what am I not getting!?

Nere- yes would be disgraceful to see them snapped up on the cheap, I remember when Illumina sequencing acquired British company Solexa for 600m dollars in 2007 and the tech made them the world leader.

The way I see it the company are valued at £300m now and hey have £127m of that in cash, add to that losses are down to £9m for H1 then the cash runway extends a very long way and record revenues being reached....very happy holding and waiting, fortunately my average is £1.71

Mr Profit- er no I'm long and as opinion states Strong Buy recommended